CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 858,085 shares; 2026Q1: 939,142 shares; 2026Q2: 990,870 shares 990,870 $44.1M 2.68% +51,728 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: 426,587 shares; 2024Q4: 431,309 shares; 2025Q1: 425,544 shares; 2025Q2: 430,311 shares; 2025Q3: 438,255 shares; 2025Q4: 428,828 shares; 2026Q1: 412,728 shares; 2026Q2: 386,723 shares 386,723 $36.3M 2.21% -26,005 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,837 shares; 2024Q4: 511,919 shares; 2025Q1: 512,778 shares; 2025Q2: 499,265 shares; 2025Q3: 498,581 shares; 2025Q4: 484,811 shares; 2026Q1: 467,262 shares; 2026Q2: 460,359 shares 460,359 $34.2M 2.08% -6,903 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,617 shares; 2024Q4: 436,080 shares; 2025Q1: 462,425 shares; 2025Q2: 489,545 shares; 2025Q3: 559,300 shares; 2025Q4: 607,965 shares; 2026Q1: 646,719 shares; 2026Q2: 689,334 shares 689,334 $34M 2.06% +42,615 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: 79,514 shares; 2024Q4: 99,910 shares; 2025Q1: 98,655 shares; 2025Q2: 99,620 shares; 2025Q3: 120,674 shares; 2025Q4: 122,962 shares; 2026Q1: 112,457 shares; 2026Q2: 113,961 shares 113,961 $33M 2% +1,504 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: 102,999 shares; 2024Q4: 115,127 shares; 2025Q1: 118,771 shares; 2025Q2: 112,415 shares; 2025Q3: 132,539 shares; 2025Q4: 133,835 shares; 2026Q1: 126,600 shares; 2026Q2: 136,932 shares 136,932 $27.4M 1.66% +10,332 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: 32,807 shares; 2024Q4: 32,826 shares; 2025Q1: 32,251 shares; 2025Q2: 18,880 shares; 2025Q3: 20,806 shares; 2025Q4: 17,276 shares; 2026Q1: 18,048 shares; 2026Q2: 34,737 shares 34,737 $25.6M 1.55% +16,689 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: 204,727 shares; 2024Q4: 217,899 shares; 2025Q1: 220,194 shares; 2025Q2: 228,237 shares; 2025Q3: 258,506 shares; 2025Q4: 330,678 shares; 2026Q1: 270,094 shares; 2026Q2: 296,606 shares 296,606 $24M 1.46% +26,512 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 295,625 shares 295,625 $23.7M 1.44% new 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: 22,524 shares; 2024Q4: 24,404 shares; 2025Q1: 23,548 shares; 2025Q2: 22,341 shares; 2025Q3: 20,633 shares; 2025Q4: 18,265 shares; 2026Q1: 18,034 shares; 2026Q2: 20,176 shares 20,176 $21.5M 1.3% +2,142 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,890 shares; 2024Q4: 30,096 shares; 2025Q1: 31,489 shares; 2025Q2: 35,967 shares; 2025Q3: 40,541 shares; 2025Q4: 397,649 shares; 2026Q1: 404,335 shares; 2026Q2: 417,079 shares 417,079 $21.3M 1.29% +12,744 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: 45,119 shares; 2024Q4: 54,996 shares; 2025Q1: 56,102 shares; 2025Q2: 57,059 shares; 2025Q3: 58,320 shares; 2025Q4: 59,140 shares; 2026Q1: 54,587 shares; 2026Q2: 57,132 shares 57,132 $21.1M 1.28% +2,545 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,638 shares; 2024Q4: 309,715 shares; 2025Q1: 325,355 shares; 2025Q2: 558,510 shares; 2025Q3: 574,234 shares; 2025Q4: 378,054 shares; 2026Q1: 404,100 shares; 2026Q2: 409,818 shares 409,818 $18.6M 1.13% +5,718 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,712 shares; 2024Q4: 29,364 shares; 2025Q1: 38,676 shares; 2025Q2: 40,708 shares; 2025Q3: 54,373 shares; 2025Q4: 59,930 shares; 2026Q1: 62,611 shares; 2026Q2: 64,685 shares 64,685 $18.5M 1.12% +2,074 Timeline FEX 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: 145,862 shares; 2024Q4: 143,388 shares; 2025Q1: 143,993 shares; 2025Q2: 138,979 shares; 2025Q3: 155,310 shares; 2025Q4: 136,499 shares; 2026Q1: 134,610 shares; 2026Q2: 131,869 shares 131,869 $18.4M 1.12% -2,741 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 6,776 shares; 2025Q2: 14,290 shares; 2025Q3: 148,038 shares; 2025Q4: 342,051 shares; 2026Q1: 386,643 shares; 2026Q2: 348,553 shares 348,553 $17.5M 1.06% -38,090 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: 216,371 shares; 2024Q4: 287,906 shares; 2025Q1: 297,834 shares; 2025Q2: 303,517 shares; 2025Q3: 306,751 shares; 2025Q4: 314,002 shares; 2026Q1: 333,274 shares; 2026Q2: 346,324 shares 346,324 $17.5M 1.06% +13,050 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: 14,147 shares; 2024Q4: 15,725 shares; 2025Q1: 14,130 shares; 2025Q2: 19,875 shares; 2025Q3: 19,807 shares; 2025Q4: 15,622 shares; 2026Q1: 18,930 shares; 2026Q2: 21,473 shares 21,473 $16M 0.97% +2,543 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: 50,231 shares; 2024Q4: 58,210 shares; 2025Q1: 57,919 shares; 2025Q2: 60,038 shares; 2025Q3: 67,283 shares; 2025Q4: 70,040 shares; 2026Q1: 65,527 shares; 2026Q2: 64,976 shares 64,976 $15.5M 0.94% -551 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: 166,594 shares; 2024Q4: 139,520 shares; 2025Q1: 138,022 shares; 2025Q2: 116,354 shares; 2025Q3: 113,078 shares; 2025Q4: 133,501 shares; 2026Q1: 128,202 shares; 2026Q2: 127,424 shares 127,424 $15.2M 0.92% -778 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: 99,787 shares; 2024Q4: 231,959 shares; 2025Q1: 263,693 shares; 2025Q2: 344,821 shares; 2025Q3: 400,024 shares; 2025Q4: 430,969 shares; 2026Q1: 485,388 shares; 2026Q2: 514,302 shares 514,302 $15.1M 0.92% +28,914 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,570 shares; 2024Q4: 98,978 shares; 2025Q1: 101,887 shares; 2025Q2: 115,462 shares; 2025Q3: 116,168 shares; 2025Q4: 120,500 shares; 2026Q1: 118,598 shares; 2026Q2: 116,734 shares 116,734 $14.6M 0.88% -1,864 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 337,869 shares; 2026Q2: 338,681 shares 338,681 $14.3M 0.87% +812 Timeline ACIO 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: 224,853 shares; 2024Q4: 234,351 shares; 2025Q1: 265,202 shares; 2025Q2: 286,841 shares; 2025Q3: 308,915 shares; 2025Q4: 321,073 shares; 2026Q1: 293,465 shares; 2026Q2: 306,808 shares 306,808 $14.2M 0.86% +13,343 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: 140,536 shares; 2024Q4: 190,122 shares; 2025Q1: 191,197 shares; 2025Q2: 25,848 shares; 2025Q3: 23,377 shares; 2025Q4: 179,637 shares; 2026Q1: 173,788 shares; 2026Q2: 191,612 shares 191,612 $14.1M 0.85% +17,824 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: 8,790 shares; 2024Q4: 8,290 shares; 2025Q1: 9,380 shares; 2025Q2: 53,772 shares; 2025Q3: 56,693 shares; 2025Q4: 48,413 shares; 2026Q1: 46,302 shares; 2026Q2: 44,957 shares 44,957 $13.6M 0.83% -1,345 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,303 shares; 2024Q4: 376,607 shares; 2025Q1: 386,559 shares; 2025Q2: 377,149 shares; 2025Q3: 379,788 shares; 2025Q4: 339,813 shares; 2026Q1: 323,003 shares; 2026Q2: 334,653 shares 334,653 $12.9M 0.78% +11,650 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: 19,038 shares; 2024Q4: 25,236 shares; 2025Q1: 25,914 shares; 2025Q2: 29,474 shares; 2025Q3: 35,074 shares; 2025Q4: 35,638 shares; 2026Q1: 32,681 shares; 2026Q2: 34,038 shares 34,038 $12.9M 0.78% +1,357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,156 shares 92,156 $12.6M 0.76% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 1,272 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 792 shares; 2026Q2: 41,620 shares 41,620 $12.5M 0.76% +40,828 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: 8,555 shares; 2024Q4: 23,628 shares; 2025Q1: 24,930 shares; 2025Q2: 29,583 shares; 2025Q3: 25,130 shares; 2025Q4: 25,462 shares; 2026Q1: 25,532 shares; 2026Q2: 25,418 shares 25,418 $12.1M 0.74% -114 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: 79,151 shares; 2024Q4: 109,157 shares; 2025Q1: 97,212 shares; 2025Q2: 103,614 shares; 2025Q3: 102,349 shares; 2025Q4: 106,729 shares; 2026Q1: 124,432 shares; 2026Q2: 131,609 shares 131,609 $12.1M 0.73% +7,177 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: 19,524 shares; 2024Q4: 26,695 shares; 2025Q1: 27,402 shares; 2025Q2: 29,063 shares; 2025Q3: 32,597 shares; 2025Q4: 35,233 shares; 2026Q1: 32,723 shares; 2026Q2: 33,243 shares 33,243 $11.9M 0.72% +520 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 243,330 shares 243,330 $11.1M 0.68% new Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,988 shares; 2024Q4: 124,852 shares; 2025Q1: 122,927 shares; 2025Q2: 121,488 shares; 2025Q3: 113,730 shares; 2025Q4: 113,311 shares; 2026Q1: 112,745 shares; 2026Q2: 112,475 shares 112,475 $11.1M 0.67% -270 Timeline DRSK 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: 238,391 shares; 2024Q4: 244,632 shares; 2025Q1: 279,746 shares; 2025Q2: 310,229 shares; 2025Q3: 325,231 shares; 2025Q4: 332,801 shares; 2026Q1: 357,023 shares; 2026Q2: 377,229 shares 377,229 $10.8M 0.66% +20,206 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: 19,790 shares; 2024Q4: 23,906 shares; 2025Q1: 22,617 shares; 2025Q2: 22,945 shares; 2025Q3: 29,321 shares; 2025Q4: 31,368 shares; 2026Q1: 28,814 shares; 2026Q2: 28,997 shares 28,997 $10.8M 0.66% +183 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 145,966 shares; 2025Q3: 158,340 shares; 2025Q4: 171,325 shares; 2026Q1: 171,430 shares; 2026Q2: 174,816 shares 174,816 $10.5M 0.64% +3,386 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,390 shares; 2024Q4: 283,709 shares; 2025Q1: 287,173 shares; 2025Q2: 308,291 shares; 2025Q3: 315,782 shares; 2025Q4: 330,394 shares; 2026Q1: 398,449 shares; 2026Q2: 323,324 shares 323,324 $10.3M 0.62% -75,125 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,182 shares; 2024Q4: 182,925 shares; 2025Q1: 118,137 shares; 2025Q2: 258,115 shares; 2025Q3: 199,039 shares; 2025Q4: 251,755 shares; 2026Q1: 245,240 shares; 2026Q2: 194,928 shares 194,928 $9.87M 0.6% -50,312 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: 80,404 shares; 2024Q4: 56,177 shares; 2025Q1: 51,505 shares; 2025Q2: 25,603 shares; 2025Q3: 13,303 shares; 2025Q4: 49,336 shares; 2026Q1: 47,143 shares; 2026Q2: 67,795 shares 67,795 $9.32M 0.57% +20,652 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: 4,797 shares; 2024Q4: 74,929 shares; 2025Q1: 78,127 shares; 2025Q2: 153,099 shares; 2025Q3: 155,931 shares; 2025Q4: 93,379 shares; 2026Q1: 101,859 shares; 2026Q2: 110,511 shares 110,511 $9.07M 0.55% +8,652 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: 105,641 shares; 2024Q4: 108,776 shares; 2025Q1: 127,651 shares; 2025Q2: 125,762 shares; 2025Q3: 132,769 shares; 2025Q4: 146,734 shares; 2026Q1: 113,790 shares; 2026Q2: 120,969 shares 120,969 $8.62M 0.52% +7,179 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: 3,011 shares; 2024Q4: 3,609 shares; 2025Q1: 4,252 shares; 2025Q2: 4,068 shares; 2025Q3: 5,839 shares; 2025Q4: 5,966 shares; 2026Q1: 6,201 shares; 2026Q2: 6,894 shares 6,894 $7.96M 0.48% +693 Timeline IDUB 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: 233,250 shares; 2024Q4: 249,611 shares; 2025Q1: 298,173 shares; 2025Q2: 283,988 shares; 2025Q3: 298,588 shares; 2025Q4: 315,082 shares; 2026Q1: 265,477 shares; 2026Q2: 276,649 shares 276,649 $7.6M 0.46% +11,172 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: 11,764 shares; 2024Q4: 13,810 shares; 2025Q1: 15,255 shares; 2025Q2: 16,019 shares; 2025Q3: 17,573 shares; 2025Q4: 30,120 shares; 2026Q1: 31,225 shares; 2026Q2: 39,293 shares 39,293 $7.49M 0.45% +8,068 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: 8,931 shares; 2024Q4: 10,079 shares; 2025Q1: 10,612 shares; 2025Q2: 12,782 shares; 2025Q3: 15,754 shares; 2025Q4: 17,078 shares; 2026Q1: 16,163 shares; 2026Q2: 14,761 shares 14,761 $7.39M 0.45% -1,402 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,773 shares; 2024Q4: 233,398 shares; 2025Q1: 240,273 shares; 2025Q2: 90,367 shares; 2025Q3: 78,806 shares; 2025Q4: 257,546 shares; 2026Q1: 242,603 shares; 2026Q2: 253,242 shares 253,242 $7.35M 0.45% +10,639 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,486 shares; 2025Q2: 33,152 shares; 2025Q3: 25,918 shares; 2025Q4: 21,364 shares; 2026Q1: 20,303 shares; 2026Q2: 44,825 shares 44,825 $7.24M 0.44% +24,522 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,499 shares; 2024Q4: 34,723 shares; 2025Q1: 58,140 shares; 2025Q2: 93,686 shares; 2025Q3: 125,629 shares; 2025Q4: 130,896 shares; 2026Q1: 153,823 shares; 2026Q2: 176,048 shares 176,048 $6.71M 0.41% +22,225 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: 34,666 shares; 2024Q4: 36,309 shares; 2025Q1: 35,154 shares; 2025Q2: 35,368 shares; 2025Q3: 55,594 shares; 2025Q4: 58,920 shares; 2026Q1: 57,174 shares; 2026Q2: 59,202 shares 59,202 $6.71M 0.41% +2,028 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 6,115 shares; 2025Q1: 6,184 shares; 2025Q2: 6,183 shares; 2025Q3: 11,960 shares; 2025Q4: 13,365 shares; 2026Q1: 11,725 shares; 2026Q2: 25,544 shares 25,544 $6.43M 0.39% +13,819 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: 20,420 shares; 2024Q4: 17,587 shares; 2025Q1: 20,142 shares; 2025Q2: 19,304 shares; 2025Q3: 19,697 shares; 2025Q4: 22,774 shares; 2026Q1: 16,806 shares; 2026Q2: 17,152 shares 17,152 $6.32M 0.38% +346 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,666 shares; 2024Q4: 100,478 shares; 2025Q1: 102,788 shares; 2025Q2: 48,879 shares; 2025Q3: 44,043 shares; 2025Q4: 45,540 shares; 2026Q1: 44,881 shares; 2026Q2: 45,850 shares 45,850 $6.26M 0.38% +969 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: 28,598 shares; 2024Q4: 23,612 shares; 2025Q1: 32,792 shares; 2025Q2: 34,533 shares; 2025Q3: 57,041 shares; 2025Q4: 34,607 shares; 2026Q1: 32,742 shares; 2026Q2: 44,337 shares 44,337 $6.19M 0.38% +11,595 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,653 shares; 2025Q1: 2,105 shares; 2025Q2: 1,725 shares; 2025Q3: 1,966 shares; 2025Q4: 1,945 shares; 2026Q1: 1,944 shares; 2026Q2: 20,269 shares 20,269 $6.12M 0.37% +18,325 Timeline DUBS 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: 124,812 shares; 2024Q4: 135,931 shares; 2025Q1: 135,528 shares; 2025Q2: 125,442 shares; 2025Q3: 128,584 shares; 2025Q4: 136,522 shares; 2026Q1: 140,803 shares; 2026Q2: 146,411 shares 146,411 $6.1M 0.37% +5,608 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: 14,071 shares; 2024Q4: 18,667 shares; 2025Q1: 16,231 shares; 2025Q2: 19,978 shares; 2025Q3: 26,415 shares; 2025Q4: 21,917 shares; 2026Q1: 14,531 shares; 2026Q2: 67,235 shares 67,235 $5.91M 0.36% +52,704 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: 10,835 shares; 2024Q4: 8,638 shares; 2025Q1: 7,080 shares; 2025Q2: 6,003 shares; 2025Q3: 9,422 shares; 2025Q4: 10,023 shares; 2026Q1: 10,426 shares; 2026Q2: 10,123 shares 10,123 $5.88M 0.36% -303 Timeline ADME 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: 76,359 shares; 2024Q4: 80,123 shares; 2025Q1: 91,178 shares; 2025Q2: 100,248 shares; 2025Q3: 107,246 shares; 2025Q4: 112,151 shares; 2026Q1: 100,030 shares; 2026Q2: 105,066 shares 105,066 $5.85M 0.35% +5,036 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 104,321 shares; 2025Q1: 100,015 shares; 2025Q2: 101,243 shares; 2025Q3: 105,181 shares; 2025Q4: 113,609 shares; 2026Q1: 121,963 shares; 2026Q2: 138,356 shares 138,356 $5.74M 0.35% +16,393 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: 96,111 shares; 2024Q4: 106,835 shares; 2025Q1: 118,891 shares; 2025Q2: 89,684 shares; 2025Q3: 93,018 shares; 2025Q4: 89,673 shares; 2026Q1: 56,401 shares; 2026Q2: 64,617 shares 64,617 $5.68M 0.34% +8,216 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 122,302 shares; 2026Q2: 151,250 shares 151,250 $5.67M 0.34% +28,948 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 2,475 shares; 2025Q1: 2,784 shares; 2025Q2: 2,873 shares; 2025Q3: 4,349 shares; 2025Q4: 4,628 shares; 2026Q1: 4,316 shares; 2026Q2: 4,636 shares 4,636 $5.56M 0.34% +320 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: 6,594 shares; 2024Q4: 7,328 shares; 2025Q1: 7,308 shares; 2025Q2: 8,077 shares; 2025Q3: 11,466 shares; 2025Q4: 13,014 shares; 2026Q1: 7,470 shares; 2026Q2: 8,045 shares 8,045 $5.53M 0.34% +575 Timeline VPLS 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: not reported; 2024Q4: 46,905 shares; 2025Q1: 50,417 shares; 2025Q2: 53,102 shares; 2025Q3: 46,461 shares; 2025Q4: 55,086 shares; 2026Q1: 62,606 shares; 2026Q2: 70,369 shares 70,369 $5.46M 0.33% +7,763 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,553 shares; 2025Q3: 68,153 shares; 2025Q4: 78,631 shares; 2026Q1: 68,433 shares; 2026Q2: 101,642 shares 101,642 $5.43M 0.33% +33,209 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,381 shares; 2024Q4: 54,718 shares; 2025Q1: 56,031 shares; 2025Q2: 84,687 shares; 2025Q3: 87,155 shares; 2025Q4: 56,681 shares; 2026Q1: 56,909 shares; 2026Q2: 58,100 shares 58,100 $5.32M 0.32% +1,191 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: 52,830 shares; 2024Q4: 16,121 shares; 2025Q1: 30,832 shares; 2025Q2: 40,335 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,903 shares; 2026Q2: 58,497 shares 58,497 $5.27M 0.32% -1,406 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,146 shares; 2024Q4: 170,352 shares; 2025Q1: 168,794 shares; 2025Q2: 177,141 shares; 2025Q3: 172,975 shares; 2025Q4: 175,871 shares; 2026Q1: 184,881 shares; 2026Q2: 190,720 shares 190,720 $5.21M 0.32% +5,839 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: 11,104 shares; 2025Q1: 13,655 shares; 2025Q2: 13,319 shares; 2025Q3: 15,885 shares; 2025Q4: 21,789 shares; 2026Q1: 26,650 shares; 2026Q2: 38,826 shares 38,826 $5.17M 0.31% +12,176 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 85,583 shares; 2025Q3: 85,165 shares; 2025Q4: 105,115 shares; 2026Q1: 107,146 shares; 2026Q2: 108,790 shares 108,790 $5.14M 0.31% +1,644 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,867 shares; 2024Q4: 248,948 shares; 2025Q1: 280,692 shares; 2025Q2: 325,577 shares; 2025Q3: 143,552 shares; 2025Q4: 109,419 shares; 2026Q1: 105,051 shares; 2026Q2: 101,656 shares 101,656 $5.12M 0.31% -3,395 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,296 shares; 2024Q4: 11,966 shares; 2025Q1: 5,292 shares; 2025Q2: 12,050 shares; 2025Q3: 8,505 shares; 2025Q4: 6,746 shares; 2026Q1: 6,872 shares; 2026Q2: 40,983 shares 40,983 $5.09M 0.31% +34,111 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: 10,730 shares; 2024Q4: 11,358 shares; 2025Q1: 11,844 shares; 2025Q2: 12,042 shares; 2025Q3: 14,762 shares; 2025Q4: 13,845 shares; 2026Q1: 13,566 shares; 2026Q2: 14,389 shares 14,389 $5.08M 0.31% +823 Timeline OSCV 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: 79,954 shares; 2024Q4: 89,082 shares; 2025Q1: 110,346 shares; 2025Q2: 118,703 shares; 2025Q3: 130,286 shares; 2025Q4: 141,369 shares; 2026Q1: 109,519 shares; 2026Q2: 120,182 shares 120,182 $5.07M 0.31% +10,663 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: 62,148 shares; 2024Q4: 64,674 shares; 2025Q1: 69,632 shares; 2025Q2: 73,694 shares; 2025Q3: 80,390 shares; 2025Q4: 85,207 shares; 2026Q1: 72,078 shares; 2026Q2: 81,980 shares 81,980 $5.04M 0.31% +9,902 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,858 shares; 2024Q4: 34,848 shares; 2025Q1: 42,430 shares; 2025Q2: 38,998 shares; 2025Q3: 38,465 shares; 2025Q4: 37,786 shares; 2026Q1: 31,594 shares; 2026Q2: 33,235 shares 33,235 $4.93M 0.3% +1,641 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: 188,571 shares; 2024Q4: 272,179 shares; 2025Q1: 275,619 shares; 2025Q2: 336,728 shares; 2025Q3: 339,183 shares; 2025Q4: 91,653 shares; 2026Q1: 88,910 shares; 2026Q2: 80,652 shares 80,652 $4.9M 0.3% -8,258 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,796 shares; 2024Q4: 311,327 shares; 2025Q1: 171,025 shares; 2025Q2: 123,997 shares; 2025Q3: 205,096 shares; 2025Q4: 219,109 shares; 2026Q1: 177,819 shares; 2026Q2: 142,277 shares 142,277 $4.81M 0.29% -35,542 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: 6,279 shares; 2024Q4: 7,452 shares; 2025Q1: 8,835 shares; 2025Q2: 7,880 shares; 2025Q3: 8,823 shares; 2025Q4: 8,971 shares; 2026Q1: 8,164 shares; 2026Q2: 8,291 shares 8,291 $4.67M 0.28% +127 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: 7,691 shares; 2024Q4: 3,631 shares; 2025Q1: 3,979 shares; 2025Q2: 9,724 shares; 2025Q3: 3,107 shares; 2025Q4: 2,499 shares; 2026Q1: 1,938 shares; 2026Q2: 13,574 shares 13,574 $4.65M 0.28% +11,636 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,016 shares; 2025Q1: 2,206 shares; 2025Q2: 2,134 shares; 2025Q3: 2,253 shares; 2025Q4: 2,290 shares; 2026Q1: 2,104 shares; 2026Q2: 2,285 shares 2,285 $4.53M 0.27% +181 Timeline JMOM 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: 51,546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,761 shares; 2026Q2: 52,230 shares 52,230 $4.46M 0.27% +29,469 Timeline FNDE 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: 62,803 shares; 2024Q4: 67,618 shares; 2025Q1: 68,397 shares; 2025Q2: 98,304 shares; 2025Q3: 101,240 shares; 2025Q4: 104,141 shares; 2026Q1: 104,841 shares; 2026Q2: 111,700 shares 111,700 $4.43M 0.27% +6,859 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: 7,694 shares; 2024Q4: 7,656 shares; 2025Q1: 7,881 shares; 2025Q2: 8,002 shares; 2025Q3: 14,009 shares; 2025Q4: 13,883 shares; 2026Q1: 13,414 shares; 2026Q2: 13,353 shares 13,353 $4.37M 0.27% -61 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: 2,366 shares; 2024Q4: 14,003 shares; 2025Q1: 14,632 shares; 2025Q2: 17,022 shares; 2025Q3: 19,397 shares; 2025Q4: 77,817 shares; 2026Q1: 88,420 shares; 2026Q2: 95,248 shares 95,248 $4.32M 0.26% +6,828 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: 260,256 shares; 2024Q4: 260,916 shares; 2025Q1: 249,651 shares; 2025Q2: 234,524 shares; 2025Q3: 230,041 shares; 2025Q4: 228,545 shares; 2026Q1: 102,387 shares; 2026Q2: 88,232 shares 88,232 $4.25M 0.26% -14,155 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: 6,468 shares; 2024Q4: 6,739 shares; 2025Q1: 7,428 shares; 2025Q2: 8,189 shares; 2025Q3: 9,375 shares; 2025Q4: 12,389 shares; 2026Q1: 7,839 shares; 2026Q2: 9,637 shares 9,637 $4.05M 0.25% +1,798 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: 8,369 shares; 2024Q4: 9,537 shares; 2025Q1: 10,512 shares; 2025Q2: 11,767 shares; 2025Q3: 11,719 shares; 2025Q4: 16,950 shares; 2026Q1: 17,317 shares; 2026Q2: 18,569 shares 18,569 $4.05M 0.25% +1,252 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,615 shares; 2025Q1: 11,015 shares; 2025Q2: 11,319 shares; 2025Q3: 10,347 shares; 2025Q4: 9,135 shares; 2026Q1: 18,542 shares; 2026Q2: 39,183 shares 39,183 $3.94M 0.24% +20,641 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 81,059 shares; 2026Q2: 81,936 shares 81,936 $3.87M 0.23% +877 Timeline DEFR 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: 118,010 shares; 2025Q3: 124,244 shares; 2025Q4: 127,546 shares; 2026Q1: 134,766 shares; 2026Q2: 142,815 shares 142,815 $3.82M 0.23% +8,049 Timeline JUCY 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: 183,929 shares; 2024Q4: 190,522 shares; 2025Q1: 194,060 shares; 2025Q2: 150,804 shares; 2025Q3: 154,758 shares; 2025Q4: 159,691 shares; 2026Q1: 158,501 shares; 2026Q2: 169,136 shares 169,136 $3.72M 0.23% +10,635 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,398 shares; 2024Q4: 55,228 shares; 2025Q1: 54,891 shares; 2025Q2: 56,727 shares; 2025Q3: 87,799 shares; 2025Q4: 92,838 shares; 2026Q1: 76,256 shares; 2026Q2: 85,948 shares 85,948 $3.71M 0.23% +9,692 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,279 shares; 2025Q1: 51,818 shares; 2025Q2: 53,585 shares; 2025Q3: 54,535 shares; 2025Q4: 59,798 shares; 2026Q1: 74,132 shares; 2026Q2: 61,459 shares 61,459 $3.71M 0.22% -12,673 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: 22,254 shares; 2024Q4: 21,854 shares; 2025Q1: 22,053 shares; 2025Q2: 22,118 shares; 2025Q3: 26,462 shares; 2025Q4: 25,415 shares; 2026Q1: 25,494 shares; 2026Q2: 25,247 shares 25,247 $3.7M 0.22% -247 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,899 shares; 2024Q4: 13,062 shares; 2025Q1: 10,428 shares; 2025Q2: 10,141 shares; 2025Q3: 15,103 shares; 2025Q4: 17,260 shares; 2026Q1: 18,847 shares; 2026Q2: 20,830 shares 20,830 $3.67M 0.22% +1,983 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,043 shares; 2024Q4: 50,917 shares; 2025Q1: 35,032 shares; 2025Q2: 42,685 shares; 2025Q3: 42,936 shares; 2025Q4: 40,385 shares; 2026Q1: 50,561 shares; 2026Q2: 68,422 shares 68,422 $3.66M 0.22% +17,861 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,831 shares; 2024Q4: 8,253 shares; 2025Q1: 12,004 shares; 2025Q2: 50,594 shares; 2025Q3: 68,837 shares; 2025Q4: 70,478 shares; 2026Q1: 62,841 shares; 2026Q2: 63,005 shares 63,005 $3.65M 0.22% +164 Timeline OPER 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: 280 shares; 2025Q2: 50,924 shares; 2025Q3: 49,293 shares; 2025Q4: 34,989 shares; 2026Q1: 35,480 shares; 2026Q2: 35,682 shares 35,682 $3.57M 0.22% +202 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,763 shares; 2024Q4: 10,619 shares; 2025Q1: 10,484 shares; 2025Q2: 10,539 shares; 2025Q3: 10,427 shares; 2025Q4: 10,501 shares; 2026Q1: 66,190 shares; 2026Q2: 70,865 shares 70,865 $3.54M 0.22% +4,675 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,526 shares; 2024Q4: 8,907 shares; 2025Q1: 9,036 shares; 2025Q2: 37,198 shares; 2025Q3: 37,479 shares; 2025Q4: 41,608 shares; 2026Q1: 42,457 shares; 2026Q2: 40,417 shares 40,417 $3.52M 0.21% -2,040 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,611 shares; 2025Q1: 78,396 shares; 2025Q2: 80,568 shares; 2025Q3: 82,524 shares; 2025Q4: 79,988 shares; 2026Q1: 83,705 shares; 2026Q2: 81,137 shares 81,137 $3.51M 0.21% -2,568 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: 16,453 shares; 2024Q4: 35,904 shares; 2025Q1: 36,020 shares; 2025Q2: 35,708 shares; 2025Q3: 38,233 shares; 2025Q4: 39,469 shares; 2026Q1: 29,246 shares; 2026Q2: 30,497 shares 30,497 $3.5M 0.21% +1,251 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,477 shares; 2025Q1: 2,459 shares; 2025Q2: 2,532 shares; 2025Q3: 3,780 shares; 2025Q4: 3,868 shares; 2026Q1: 3,724 shares; 2026Q2: 3,734 shares 3,734 $3.49M 0.21% +10 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 6,513 shares; 2025Q1: 12,412 shares; 2025Q2: 3,450 shares; 2025Q3: 11,732 shares; 2025Q4: 8,353 shares; 2026Q1: 8,814 shares; 2026Q2: 10,209 shares 10,209 $3.48M 0.21% +1,395 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: 17,535 shares; 2024Q4: 11,578 shares; 2025Q1: 13,806 shares; 2025Q2: 11,144 shares; 2025Q3: 10,582 shares; 2025Q4: 9,841 shares; 2026Q1: 4,807 shares; 2026Q2: 4,598 shares 4,598 $3.44M 0.21% -209 Timeline AVUS 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: 24,393 shares; 2024Q4: 25,564 shares; 2025Q1: 31,095 shares; 2025Q2: 34,604 shares; 2025Q3: 30,113 shares; 2025Q4: 28,495 shares; 2026Q1: 28,031 shares; 2026Q2: 26,320 shares 26,320 $3.37M 0.2% -1,711 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: 14,564 shares; 2024Q4: 9,141 shares; 2025Q1: 11,637 shares; 2025Q2: 10,714 shares; 2025Q3: 11,598 shares; 2025Q4: 13,258 shares; 2026Q1: 11,796 shares; 2026Q2: 13,332 shares 13,332 $3.36M 0.2% +1,536 Timeline VONG 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: 31,453 shares; 2024Q4: 57,742 shares; 2025Q1: 26,312 shares; 2025Q2: 64,215 shares; 2025Q3: 35,154 shares; 2025Q4: 38,323 shares; 2026Q1: 26,017 shares; 2026Q2: 25,980 shares 25,980 $3.32M 0.2% -37 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: 37,294 shares; 2024Q4: 37,444 shares; 2025Q1: 41,336 shares; 2025Q2: 42,713 shares; 2025Q3: 46,268 shares; 2025Q4: 47,505 shares; 2026Q1: 47,191 shares; 2026Q2: 40,218 shares 40,218 $3.32M 0.2% -6,973 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: 20,062 shares; 2024Q4: 24,252 shares; 2025Q1: 29,223 shares; 2025Q2: 21,627 shares; 2025Q3: 24,791 shares; 2025Q4: 27,867 shares; 2026Q1: 13,179 shares; 2026Q2: 15,361 shares 15,361 $3.27M 0.2% +2,182 Timeline NLR 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: 6,121 shares; 2025Q1: 6,097 shares; 2025Q2: 6,529 shares; 2025Q3: 10,217 shares; 2025Q4: 27,509 shares; 2026Q1: 26,928 shares; 2026Q2: 28,169 shares 28,169 $3.27M 0.2% +1,241 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,130 shares; 2026Q1: 54,408 shares; 2026Q2: 69,879 shares 69,879 $3.26M 0.2% +15,471 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: 51,996 shares; 2024Q4: 9,612 shares; 2025Q1: 8,802 shares; 2025Q2: 7,331 shares; 2025Q3: 7,386 shares; 2025Q4: 47,115 shares; 2026Q1: 78,431 shares; 2026Q2: 87,967 shares 87,967 $3.21M 0.2% +9,536 Timeline ESLV STRATEGY SHS More: the full row for STRATEGY SHS 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: 84,530 shares; 2026Q2: 111,402 shares 111,402 $3.19M 0.19% +26,872 Timeline LVHI 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: 49,669 shares; 2025Q1: 61,777 shares; 2025Q2: 68,159 shares; 2025Q3: 80,696 shares; 2025Q4: 84,299 shares; 2026Q1: 132,854 shares; 2026Q2: 77,959 shares 77,959 $3.16M 0.19% -54,895 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,410 shares; 2024Q4: 102,370 shares; 2025Q1: 103,500 shares; 2025Q2: 103,587 shares; 2025Q3: 120,612 shares; 2025Q4: 118,816 shares; 2026Q1: 57,167 shares; 2026Q2: 63,444 shares 63,444 $3.16M 0.19% +6,277 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: 44,140 shares; 2024Q4: 45,364 shares; 2025Q1: 52,846 shares; 2025Q2: 54,990 shares; 2025Q3: 58,724 shares; 2025Q4: 65,158 shares; 2026Q1: 49,304 shares; 2026Q2: 52,871 shares 52,871 $3.16M 0.19% +3,567 Timeline FLTR 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: 27,907 shares; 2025Q2: 20,399 shares; 2025Q3: 22,351 shares; 2025Q4: 92,331 shares; 2026Q1: 108,212 shares; 2026Q2: 121,281 shares 121,281 $3.11M 0.19% +13,069 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,874 shares; 2025Q1: 3,939 shares; 2025Q2: 3,971 shares; 2025Q3: 3,644 shares; 2025Q4: 3,573 shares; 2026Q1: 6,927 shares; 2026Q2: 7,122 shares 7,122 $3.09M 0.19% +195 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: 36,683 shares; 2024Q4: 39,224 shares; 2025Q1: 39,548 shares; 2025Q2: 36,239 shares; 2025Q3: 39,246 shares; 2025Q4: 38,508 shares; 2026Q1: 39,837 shares; 2026Q2: 39,215 shares 39,215 $3.06M 0.19% -622 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares; 2026Q1: 6,746 shares; 2026Q2: 28,557 shares 28,557 $3.05M 0.19% +21,811 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: 75,634 shares; 2024Q4: 38,092 shares; 2025Q1: 37,087 shares; 2025Q2: 40,250 shares; 2025Q3: 40,453 shares; 2025Q4: 40,960 shares; 2026Q1: 40,632 shares; 2026Q2: 39,022 shares 39,022 $3.01M 0.18% -1,610 Timeline JTEK 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: 3,565 shares; 2025Q2: 10,363 shares; 2025Q3: 13,974 shares; 2025Q4: 17,116 shares; 2026Q1: 22,428 shares; 2026Q2: 26,709 shares 26,709 $2.98M 0.18% +4,281 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: 12,209 shares; 2024Q4: 12,237 shares; 2025Q1: 13,533 shares; 2025Q2: 13,567 shares; 2025Q3: 15,154 shares; 2025Q4: 15,728 shares; 2026Q1: 19,731 shares; 2026Q2: 15,332 shares 15,332 $2.91M 0.18% -4,399 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,434 shares; 2024Q4: 14,697 shares; 2025Q1: 11,617 shares; 2025Q2: 10,200 shares; 2025Q3: 9,221 shares; 2025Q4: 10,255 shares; 2026Q1: 10,031 shares; 2026Q2: 10,766 shares 10,766 $2.89M 0.18% +735 Timeline SCHP 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: 58,030 shares; 2024Q4: 103,461 shares; 2025Q1: 103,667 shares; 2025Q2: 122,839 shares; 2025Q3: 103,807 shares; 2025Q4: 106,193 shares; 2026Q1: 107,255 shares; 2026Q2: 108,855 shares 108,855 $2.88M 0.18% +1,600 Timeline UPSD 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: 29,459 shares; 2025Q2: 67,676 shares; 2025Q3: 79,693 shares; 2025Q4: 84,853 shares; 2026Q1: 88,363 shares; 2026Q2: 101,647 shares 101,647 $2.87M 0.17% +13,284 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: 16,672 shares 16,672 $2.85M 0.17% new Timeline AVIG 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: 56,826 shares; 2024Q4: 63,393 shares; 2025Q1: 63,705 shares; 2025Q2: 64,826 shares; 2025Q3: 67,510 shares; 2025Q4: 66,509 shares; 2026Q1: 67,246 shares; 2026Q2: 68,659 shares 68,659 $2.84M 0.17% +1,413 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: 5,956 shares; 2024Q4: 6,292 shares; 2025Q1: 6,525 shares; 2025Q2: 6,471 shares; 2025Q3: 9,049 shares; 2025Q4: 8,983 shares; 2026Q1: 8,472 shares; 2026Q2: 8,270 shares 8,270 $2.84M 0.17% -202 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,695 shares; 2024Q4: 31,983 shares; 2025Q1: 27,367 shares; 2025Q2: 29,209 shares; 2025Q3: 28,144 shares; 2025Q4: 26,899 shares; 2026Q1: 26,764 shares; 2026Q2: 27,632 shares 27,632 $2.83M 0.17% +868 Timeline DGT 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: 16,809 shares; 2024Q4: 13,595 shares; 2025Q1: 13,792 shares; 2025Q2: 13,888 shares; 2025Q3: 13,484 shares; 2025Q4: 15,322 shares; 2026Q1: 15,228 shares; 2026Q2: 15,199 shares 15,199 $2.81M 0.17% -29 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: 6,616 shares; 2024Q4: 7,592 shares; 2025Q1: 8,637 shares; 2025Q2: 8,923 shares; 2025Q3: 11,550 shares; 2025Q4: 11,540 shares; 2026Q1: 10,959 shares; 2026Q2: 10,822 shares 10,822 $2.75M 0.17% -137 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: 7,843 shares; 2024Q4: 7,670 shares; 2025Q1: 8,086 shares; 2025Q2: 8,060 shares; 2025Q3: 17,937 shares; 2025Q4: 17,309 shares; 2026Q1: 16,476 shares; 2026Q2: 16,505 shares 16,505 $2.74M 0.17% +29 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 657 shares; 2025Q1: 602 shares; 2025Q2: 597 shares; 2025Q3: 2,954 shares; 2025Q4: 2,840 shares; 2026Q1: 3,419 shares; 2026Q2: 3,541 shares 3,541 $2.7M 0.16% +122 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 25,316 shares; 2025Q4: 2,683 shares; 2026Q1: 3,558 shares; 2026Q2: 25,224 shares 25,224 $2.6M 0.16% +21,666 Timeline FNDX 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: 5,137 shares; 2024Q4: 15,578 shares; 2025Q1: 16,436 shares; 2025Q2: 15,589 shares; 2025Q3: 15,934 shares; 2025Q4: 24,569 shares; 2026Q1: 8,405 shares; 2026Q2: 82,966 shares 82,966 $2.58M 0.16% +74,561 Timeline SOXX 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: 1,043 shares; 2025Q1: 1,954 shares; 2025Q2: 2,093 shares; 2025Q3: 2,067 shares; 2025Q4: 2,921 shares; 2026Q1: 3,510 shares; 2026Q2: 4,003 shares 4,003 $2.57M 0.16% +493 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,860 shares; 2024Q4: 9,240 shares; 2025Q1: 3,566 shares; 2025Q2: 5,182 shares; 2025Q3: 17,320 shares; 2025Q4: 21,033 shares; 2026Q1: 4,658 shares; 2026Q2: 23,670 shares 23,670 $2.55M 0.15% +19,012 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,688 shares; 2025Q1: 40,209 shares; 2025Q2: 44,460 shares; 2025Q3: 46,639 shares; 2025Q4: 46,336 shares; 2026Q1: 53,531 shares; 2026Q2: 52,518 shares 52,518 $2.5M 0.15% -1,013 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,593 shares; 2025Q1: 19,424 shares; 2025Q2: 25,440 shares; 2025Q3: 18,898 shares; 2025Q4: 16,109 shares; 2026Q1: 16,767 shares; 2026Q2: 14,417 shares 14,417 $2.45M 0.15% -2,350 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,066 shares; 2024Q4: 19,040 shares; 2025Q1: 19,363 shares; 2025Q2: 21,532 shares; 2025Q3: 21,931 shares; 2025Q4: 21,139 shares; 2026Q1: 21,392 shares; 2026Q2: 21,315 shares 21,315 $2.43M 0.15% -77 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,987 shares; 2024Q4: 38,964 shares; 2025Q1: 31,753 shares; 2025Q2: 28,732 shares; 2025Q3: 27,795 shares; 2025Q4: 24,202 shares; 2026Q1: 26,231 shares; 2026Q2: 32,082 shares 32,082 $2.42M 0.15% +5,851 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 22,029 shares; 2025Q1: 21,649 shares; 2025Q2: 18,543 shares; 2025Q3: 23,092 shares; 2025Q4: 24,132 shares; 2026Q1: 28,173 shares; 2026Q2: 27,591 shares 27,591 $2.42M 0.15% -582 Timeline MGOV 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: 106,302 shares; 2026Q2: 119,103 shares 119,103 $2.4M 0.15% +12,801 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: 54,945 shares; 2024Q4: 65,534 shares; 2025Q1: 65,587 shares; 2025Q2: 60,865 shares; 2025Q3: 57,469 shares; 2025Q4: 43,019 shares; 2026Q1: 45,546 shares; 2026Q2: 46,341 shares 46,341 $2.34M 0.14% +795 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,497 shares; 2024Q4: 26,290 shares; 2025Q1: 29,994 shares; 2025Q2: 29,305 shares; 2025Q3: 24,450 shares; 2025Q4: 28,584 shares; 2026Q1: 24,590 shares; 2026Q2: 22,800 shares 22,800 $2.33M 0.14% -1,790 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI 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: 433,700 shares; 2025Q4: 434,659 shares; 2026Q1: 435,109 shares; 2026Q2: 420,409 shares 420,409 $2.33M 0.14% -14,700 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,368 shares; 2024Q4: 11,413 shares; 2025Q1: 11,685 shares; 2025Q2: 12,223 shares; 2025Q3: 31,220 shares; 2025Q4: 30,507 shares; 2026Q1: 31,902 shares; 2026Q2: 32,082 shares 32,082 $2.31M 0.14% +180 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: 10,945 shares; 2024Q4: 42,242 shares; 2025Q1: 39,885 shares; 2025Q2: 39,114 shares; 2025Q3: 48,065 shares; 2025Q4: 49,021 shares; 2026Q1: 45,046 shares; 2026Q2: 40,284 shares 40,284 $2.3M 0.14% -4,762 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,279 shares; 2024Q4: 73,512 shares; 2025Q1: 35,169 shares; 2025Q2: 30,134 shares; 2025Q3: 84,262 shares; 2025Q4: 43,015 shares; 2026Q1: 18,493 shares; 2026Q2: 76,825 shares 76,825 $2.26M 0.14% +58,332 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,581 shares; 2024Q4: 7,353 shares; 2025Q1: 10,725 shares; 2025Q2: 10,371 shares; 2025Q3: 12,446 shares; 2025Q4: 12,373 shares; 2026Q1: 8,728 shares; 2026Q2: 6,394 shares 6,394 $2.26M 0.14% -2,334 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,204 shares 26,204 $2.24M 0.14% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,766 shares; 2025Q4: 45,959 shares; 2026Q1: 44,412 shares; 2026Q2: 45,018 shares 45,018 $2.23M 0.14% +606 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,980 shares; 2025Q1: 1,812 shares; 2025Q2: 2,124 shares; 2025Q3: 3,949 shares; 2025Q4: 2,037 shares; 2026Q1: 513 shares; 2026Q2: 26,976 shares 26,976 $2.23M 0.14% +26,463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,551 shares; 2025Q3: 18,378 shares; 2025Q4: 19,433 shares; 2026Q1: 15,616 shares; 2026Q2: 58,694 shares 58,694 $2.19M 0.13% +43,078 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: 788 shares; 2024Q4: 927 shares; 2025Q1: 944 shares; 2025Q2: 887 shares; 2025Q3: 1,192 shares; 2025Q4: 1,332 shares; 2026Q1: 1,591 shares; 2026Q2: 1,776 shares 1,776 $2.09M 0.13% +185 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,182 shares; 2025Q2: 12,037 shares; 2025Q3: 71,936 shares; 2025Q4: 71,812 shares; 2026Q1: 132,222 shares; 2026Q2: 131,112 shares 131,112 $2.08M 0.13% -1,110 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: 1,457 shares; 2024Q4: 1,714 shares; 2025Q1: 2,114 shares; 2025Q2: 2,146 shares; 2025Q3: 2,209 shares; 2025Q4: 2,201 shares; 2026Q1: 1,851 shares; 2026Q2: 3,172 shares 3,172 $2.08M 0.13% +1,321 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 6,113 shares; 2025Q4: 9,051 shares; 2026Q1: 9,059 shares; 2026Q2: 10,770 shares 10,770 $2.06M 0.12% +1,711 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,124 shares; 2024Q4: 113,926 shares; 2025Q1: 114,324 shares; 2025Q2: 100,410 shares; 2025Q3: 153,877 shares; 2025Q4: 137,171 shares; 2026Q1: 102,142 shares; 2026Q2: 98,618 shares 98,618 $2.04M 0.12% -3,524 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: 7,311 shares; 2024Q4: 7,476 shares; 2025Q1: 4,464 shares; 2025Q2: 4,195 shares; 2025Q3: 3,557 shares; 2025Q4: 16,152 shares; 2026Q1: 4,792 shares; 2026Q2: 17,305 shares 17,305 $2.03M 0.12% +12,513 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 2,152 shares; 2025Q4: 2,006 shares; 2026Q1: 2,346 shares; 2026Q2: 2,101 shares 2,101 $2.03M 0.12% -245 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,986 shares; 2024Q4: 110,529 shares; 2025Q1: 79,148 shares; 2025Q2: 78,823 shares; 2025Q3: 80,401 shares; 2025Q4: 75,725 shares; 2026Q1: 69,915 shares; 2026Q2: 67,545 shares 67,545 $1.96M 0.12% -2,370 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: 8,002 shares; 2024Q4: 28,016 shares; 2025Q1: 29,153 shares; 2025Q2: 10,721 shares; 2025Q3: 16,960 shares; 2025Q4: 29,618 shares; 2026Q1: 29,857 shares; 2026Q2: 23,504 shares 23,504 $1.95M 0.12% -6,353 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: 15,627 shares; 2024Q4: 13,613 shares; 2025Q1: 6,524 shares; 2025Q2: 6,837 shares; 2025Q3: 14,692 shares; 2025Q4: 23,257 shares; 2026Q1: 9,388 shares; 2026Q2: 8,889 shares 8,889 $1.95M 0.12% -499 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: 141,365 shares; 2024Q4: 152,643 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,637 shares; 2025Q4: 75,683 shares; 2026Q1: 77,252 shares; 2026Q2: 77,598 shares 77,598 $1.95M 0.12% +346 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,688 shares; 2024Q4: 24,690 shares; 2025Q1: 23,584 shares; 2025Q2: 21,827 shares; 2025Q3: 21,804 shares; 2025Q4: 39,739 shares; 2026Q1: 37,366 shares; 2026Q2: 36,945 shares 36,945 $1.93M 0.12% -421 Timeline LRGF 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: 25,367 shares 25,367 $1.92M 0.12% new Timeline DOGG 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: 24,304 shares; 2025Q2: 52,134 shares; 2025Q3: 66,785 shares; 2025Q4: 68,450 shares; 2026Q1: 83,166 shares; 2026Q2: 89,619 shares 89,619 $1.91M 0.12% +6,453 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,341 shares 28,341 $1.91M 0.12% new Timeline FNDF 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: 43,201 shares; 2024Q4: 49,477 shares; 2025Q1: 50,933 shares; 2025Q2: 66,228 shares; 2025Q3: 26,630 shares; 2025Q4: 36,451 shares; 2026Q1: 31,701 shares; 2026Q2: 36,064 shares 36,064 $1.9M 0.12% +4,363 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 5,801 shares; 2025Q1: 5,078 shares; 2025Q2: 5,092 shares; 2025Q3: 6,661 shares; 2025Q4: 9,788 shares; 2026Q1: 7,265 shares; 2026Q2: 6,763 shares 6,763 $1.9M 0.12% -502 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,109 shares; 2024Q4: 11,894 shares; 2025Q1: 12,629 shares; 2025Q2: 12,527 shares; 2025Q3: 14,449 shares; 2025Q4: 15,129 shares; 2026Q1: 14,230 shares; 2026Q2: 14,975 shares 14,975 $1.9M 0.12% +745 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,093 shares; 2024Q4: 16,349 shares; 2025Q1: 21,868 shares; 2025Q2: 25,131 shares; 2025Q3: 11,431 shares; 2025Q4: 11,706 shares; 2026Q1: 25,834 shares; 2026Q2: 26,271 shares 26,271 $1.89M 0.11% +437 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: 90,140 shares 90,140 $1.87M 0.11% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,153 shares; 2025Q1: 1,273 shares; 2025Q2: 1,227 shares; 2025Q3: 2,164 shares; 2025Q4: 1,999 shares; 2026Q1: 3,343 shares; 2026Q2: 3,653 shares 3,653 $1.86M 0.11% +310 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,095 shares; 2025Q2: 4,144 shares; 2025Q3: 4,068 shares; 2025Q4: 3,676 shares; 2026Q1: 6,760 shares; 2026Q2: 7,278 shares 7,278 $1.86M 0.11% +518 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,698 shares; 2026Q1: 3,380 shares; 2026Q2: 3,817 shares 3,817 $1.85M 0.11% +437 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: 9,182 shares; 2024Q4: 10,891 shares; 2025Q1: 9,918 shares; 2025Q2: 10,842 shares; 2025Q3: 15,968 shares; 2025Q4: 16,207 shares; 2026Q1: 14,654 shares; 2026Q2: 15,722 shares 15,722 $1.85M 0.11% +1,068 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,711 shares; 2026Q1: 47,102 shares; 2026Q2: 25,526 shares 25,526 $1.85M 0.11% -21,576 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,950 shares; 2025Q2: 35,656 shares; 2025Q3: 72,587 shares; 2025Q4: 116,078 shares; 2026Q1: 127,363 shares; 2026Q2: 126,949 shares 126,949 $1.83M 0.11% -414 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS 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: 594,172 shares; 2025Q4: 620,432 shares; 2026Q1: 636,272 shares; 2026Q2: 655,972 shares 655,972 $1.82M 0.11% +19,700 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,155 shares; 2024Q4: 111,690 shares; 2025Q1: 110,638 shares; 2025Q2: 110,856 shares; 2025Q3: 87,559 shares; 2025Q4: 86,381 shares; 2026Q1: 85,158 shares; 2026Q2: 80,596 shares 80,596 $1.82M 0.11% -4,562 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,337 shares; 2024Q4: 34,590 shares; 2025Q1: 37,349 shares; 2025Q2: 38,608 shares; 2025Q3: 37,183 shares; 2025Q4: 35,760 shares; 2026Q1: 34,969 shares; 2026Q2: 33,501 shares 33,501 $1.81M 0.11% -1,468 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: 2,458 shares; 2024Q4: 5,702 shares; 2025Q1: 13,995 shares; 2025Q2: 17,055 shares; 2025Q3: 19,442 shares; 2025Q4: 13,319 shares; 2026Q1: not reported; 2026Q2: 20,620 shares 20,620 $1.78M 0.11% new 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: 4,924 shares; 2024Q4: 3,816 shares; 2025Q1: 3,554 shares; 2025Q2: 3,468 shares; 2025Q3: 4,234 shares; 2025Q4: 4,583 shares; 2026Q1: 4,720 shares; 2026Q2: 4,720 shares 4,720 $1.76M 0.11% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,238 shares; 2025Q1: 1,240 shares; 2025Q2: 1,355 shares; 2025Q3: 9,214 shares; 2025Q4: 9,087 shares; 2026Q1: 8,686 shares; 2026Q2: 8,348 shares 8,348 $1.75M 0.11% -338 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: 2,913 shares; 2024Q4: 9,060 shares; 2025Q1: 5,094 shares; 2025Q2: 5,996 shares; 2025Q3: 9,267 shares; 2025Q4: 3,485 shares; 2026Q1: 5,963 shares; 2026Q2: 20,153 shares 20,153 $1.74M 0.11% +14,190 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,577 shares; 2025Q2: 28,394 shares; 2025Q3: 56,365 shares; 2025Q4: 69,183 shares; 2026Q1: 71,158 shares; 2026Q2: 74,712 shares 74,712 $1.7M 0.1% +3,554 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,468 shares; 2024Q4: 76,923 shares; 2025Q1: 80,753 shares; 2025Q2: 80,774 shares; 2025Q3: 78,726 shares; 2025Q4: 77,951 shares; 2026Q1: 99,426 shares; 2026Q2: 94,061 shares 94,061 $1.68M 0.1% -5,365 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,389 shares; 2024Q4: 14,073 shares; 2025Q1: 14,098 shares; 2025Q2: 18,398 shares; 2025Q3: 20,887 shares; 2025Q4: 22,267 shares; 2026Q1: 17,846 shares; 2026Q2: 14,246 shares 14,246 $1.66M 0.1% -3,600 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,043 shares; 2025Q4: 2,116 shares; 2026Q1: 2,343 shares; 2026Q2: 2,598 shares 2,598 $1.66M 0.1% +255 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,304 shares; 2025Q1: 2,417 shares; 2025Q2: 4,250 shares; 2025Q3: 9,451 shares; 2025Q4: 11,184 shares; 2026Q1: 14,284 shares; 2026Q2: 16,695 shares 16,695 $1.66M 0.1% +2,411 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 524 shares; 2025Q1: 568 shares; 2025Q2: 663 shares; 2025Q3: 1,163 shares; 2025Q4: 1,276 shares; 2026Q1: 1,618 shares; 2026Q2: 1,635 shares 1,635 $1.65M 0.1% +17 Timeline FNDA 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: 15,150 shares; 2024Q4: 28,805 shares; 2025Q1: 29,191 shares; 2025Q2: 29,275 shares; 2025Q3: 28,887 shares; 2025Q4: 44,419 shares; 2026Q1: 43,429 shares; 2026Q2: 43,417 shares 43,417 $1.65M 0.1% -12 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,242 shares; 2024Q4: 9,413 shares; 2025Q1: 9,127 shares; 2025Q2: 9,129 shares; 2025Q3: 9,111 shares; 2025Q4: 9,730 shares; 2026Q1: 9,739 shares; 2026Q2: 10,032 shares 10,032 $1.65M 0.1% +293 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: 48,898 shares; 2024Q4: 54,808 shares; 2025Q1: 57,736 shares; 2025Q2: 49,340 shares; 2025Q3: 49,154 shares; 2025Q4: 50,952 shares; 2026Q1: 38,880 shares; 2026Q2: 29,082 shares 29,082 $1.64M 0.1% -9,798 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: 16,937 shares; 2024Q4: 16,255 shares; 2025Q1: 16,255 shares; 2025Q2: 28,969 shares; 2025Q3: 92,333 shares; 2025Q4: 68,720 shares; 2026Q1: 70,355 shares; 2026Q2: 60,492 shares 60,492 $1.62M 0.1% -9,863 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,795 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,773 shares; 2025Q3: 8,438 shares; 2025Q4: 12,968 shares; 2026Q1: 9,721 shares; 2026Q2: 8,632 shares 8,632 $1.6M 0.1% -1,089 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 1,698 shares; 2025Q1: 1,340 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,323 shares; 2026Q1: 1,409 shares; 2026Q2: 1,396 shares 1,396 $1.58M 0.1% -13 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,415 shares; 2025Q1: 6,536 shares; 2025Q2: 8,458 shares; 2025Q3: 10,930 shares; 2025Q4: 10,424 shares; 2026Q1: 10,785 shares; 2026Q2: 11,208 shares 11,208 $1.57M 0.1% +423 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,909 shares 15,909 $1.57M 0.1% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,449 shares; 2024Q4: 30,383 shares; 2025Q1: 33,852 shares; 2025Q2: 34,481 shares; 2025Q3: 35,103 shares; 2025Q4: 35,902 shares; 2026Q1: 30,278 shares; 2026Q2: 35,349 shares 35,349 $1.57M 0.1% +5,071 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,776 shares; 2024Q4: 1,763 shares; 2025Q1: 1,471 shares; 2025Q2: 1,491 shares; 2025Q3: 1,455 shares; 2025Q4: 1,857 shares; 2026Q1: 1,594 shares; 2026Q2: 1,596 shares 1,596 $1.56M 0.09% +2 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,954 shares; 2024Q4: 14,585 shares; 2025Q1: 14,715 shares; 2025Q2: 14,973 shares; 2025Q3: 14,746 shares; 2025Q4: 22,387 shares; 2026Q1: 22,257 shares; 2026Q2: 22,251 shares 22,251 $1.56M 0.09% -6 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 11,061 shares; 2025Q1: 13,088 shares; 2025Q2: 10,948 shares; 2025Q3: 9,487 shares; 2025Q4: 15,864 shares; 2026Q1: 15,738 shares; 2026Q2: 15,732 shares 15,732 $1.55M 0.09% -6 Timeline SCHE 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: 40,462 shares; 2024Q4: 42,353 shares; 2025Q1: 45,995 shares; 2025Q2: 44,607 shares; 2025Q3: 44,200 shares; 2025Q4: 42,694 shares; 2026Q1: 41,984 shares; 2026Q2: 42,601 shares 42,601 $1.54M 0.09% +617 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: 22,209 shares; 2024Q4: 22,065 shares; 2025Q1: 118,298 shares; 2025Q2: 29,074 shares; 2025Q3: 30,352 shares; 2025Q4: 35,586 shares; 2026Q1: 79,350 shares; 2026Q2: 31,500 shares 31,500 $1.53M 0.09% -47,850 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 1,438 shares; 2025Q1: 1,506 shares; 2025Q2: 1,766 shares; 2025Q3: 1,898 shares; 2025Q4: 2,077 shares; 2026Q1: 2,143 shares; 2026Q2: 2,118 shares 2,118 $1.53M 0.09% -25 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: 470 shares; 2024Q4: 33,875 shares; 2025Q1: 33,966 shares; 2025Q2: 33,966 shares; 2025Q3: 33,871 shares; 2025Q4: 32,947 shares; 2026Q1: 32,947 shares; 2026Q2: 32,818 shares 32,818 $1.52M 0.09% -129 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,415 shares; 2025Q1: 10,170 shares; 2025Q2: 19,247 shares; 2025Q3: 26,426 shares; 2025Q4: 25,771 shares; 2026Q1: 23,339 shares; 2026Q2: 23,018 shares 23,018 $1.51M 0.09% -321 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS 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: 13,361 shares 13,361 $1.5M 0.09% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,692 shares; 2024Q4: 2,725 shares; 2025Q1: 2,826 shares; 2025Q2: 2,983 shares; 2025Q3: 3,175 shares; 2025Q4: 3,386 shares; 2026Q1: 14,089 shares; 2026Q2: 9,176 shares 9,176 $1.5M 0.09% -4,913 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: 2,366 shares; 2025Q2: 2,646 shares; 2025Q3: 2,230 shares; 2025Q4: 2,070 shares; 2026Q1: 2,064 shares; 2026Q2: 1,796 shares 1,796 $1.49M 0.09% -268 Timeline MDYV 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: 10,624 shares; 2024Q4: 10,410 shares; 2025Q1: 12,622 shares; 2025Q2: 10,352 shares; 2025Q3: 9,764 shares; 2025Q4: 15,526 shares; 2026Q1: 15,450 shares; 2026Q2: 15,430 shares 15,430 $1.46M 0.09% -20 Timeline AVDE 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: 11,940 shares; 2024Q4: 13,067 shares; 2025Q1: 14,150 shares; 2025Q2: 15,802 shares; 2025Q3: 13,592 shares; 2025Q4: 13,443 shares; 2026Q1: 15,180 shares; 2026Q2: 16,112 shares 16,112 $1.44M 0.09% +932 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: 8,986 shares; 2024Q4: 10,584 shares; 2025Q1: 7,720 shares; 2025Q2: 7,613 shares; 2025Q3: 9,071 shares; 2025Q4: 7,479 shares; 2026Q1: 8,313 shares; 2026Q2: 13,281 shares 13,281 $1.42M 0.09% +4,968 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 25,811 shares; 2026Q2: 52,329 shares 52,329 $1.42M 0.09% +26,518 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,256 shares; 2024Q4: 46,345 shares; 2025Q1: 48,063 shares; 2025Q2: 47,411 shares; 2025Q3: 49,254 shares; 2025Q4: 94,018 shares; 2026Q1: 56,280 shares; 2026Q2: 40,382 shares 40,382 $1.41M 0.09% -15,898 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,359 shares; 2024Q4: 14,931 shares; 2025Q1: 15,489 shares; 2025Q2: 15,763 shares; 2025Q3: 21,829 shares; 2025Q4: 22,997 shares; 2026Q1: 17,318 shares; 2026Q2: 14,652 shares 14,652 $1.4M 0.09% -2,666 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 23,144 shares; 2025Q1: 15,956 shares; 2025Q2: 15,487 shares; 2025Q3: 2,442 shares; 2025Q4: 20,786 shares; 2026Q1: 9,579 shares; 2026Q2: 4,786 shares 4,786 $1.39M 0.08% -4,793 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,397 shares; 2024Q4: 3,397 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,920 shares 6,920 $1.38M 0.08% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,833 shares; 2024Q4: 5,542 shares; 2025Q1: 4,867 shares; 2025Q2: 5,231 shares; 2025Q3: 6,684 shares; 2025Q4: 6,883 shares; 2026Q1: 7,340 shares; 2026Q2: 6,960 shares 6,960 $1.36M 0.08% -380 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: 7,148 shares; 2024Q4: 8,030 shares; 2025Q1: 8,930 shares; 2025Q2: 9,115 shares; 2025Q3: 9,082 shares; 2025Q4: 8,780 shares; 2026Q1: 8,789 shares; 2026Q2: 8,771 shares 8,771 $1.35M 0.08% -18 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,071 shares; 2024Q4: 24,219 shares; 2025Q1: 25,067 shares; 2025Q2: 25,943 shares; 2025Q3: 35,667 shares; 2025Q4: 37,170 shares; 2026Q1: 51,169 shares; 2026Q2: 58,605 shares 58,605 $1.35M 0.08% +7,436 Timeline XMHQ 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: 15,503 shares; 2024Q4: 18,806 shares; 2025Q1: 10,695 shares; 2025Q2: 9,223 shares; 2025Q3: 10,465 shares; 2025Q4: 10,949 shares; 2026Q1: 10,862 shares; 2026Q2: 11,868 shares 11,868 $1.34M 0.08% +1,006 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,335 shares; 2026Q1: 16,589 shares; 2026Q2: 20,680 shares 20,680 $1.34M 0.08% +4,091 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,149 shares; 2024Q4: 4,365 shares; 2025Q1: 3,162 shares; 2025Q2: 4,090 shares; 2025Q3: 4,749 shares; 2025Q4: 4,890 shares; 2026Q1: 5,865 shares; 2026Q2: 4,665 shares 4,665 $1.33M 0.08% -1,200 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC 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: 42,675 shares; 2025Q4: 42,710 shares; 2026Q1: 42,710 shares; 2026Q2: 38,218 shares 38,218 $1.33M 0.08% -4,492 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 3,815 shares; 2025Q1: 4,877 shares; 2025Q2: 5,660 shares; 2025Q3: 6,455 shares; 2025Q4: 5,142 shares; 2026Q1: 5,598 shares; 2026Q2: 6,086 shares 6,086 $1.33M 0.08% +488 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,094 shares; 2024Q4: 7,025 shares; 2025Q1: 7,573 shares; 2025Q2: 7,418 shares; 2025Q3: 8,229 shares; 2025Q4: 10,903 shares; 2026Q1: 10,473 shares; 2026Q2: 12,009 shares 12,009 $1.33M 0.08% +1,536 Timeline LDSF 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: 88,873 shares; 2025Q4: 85,352 shares; 2026Q1: 62,012 shares; 2026Q2: 69,871 shares 69,871 $1.32M 0.08% +7,859 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,194 shares; 2025Q4: 57,262 shares; 2026Q1: 63,002 shares; 2026Q2: 62,272 shares 62,272 $1.32M 0.08% -730 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,669 shares; 2025Q1: 28,564 shares; 2025Q2: 28,494 shares; 2025Q3: 24,252 shares; 2025Q4: 24,247 shares; 2026Q1: 24,926 shares; 2026Q2: 25,947 shares 25,947 $1.31M 0.08% +1,021 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 1,608 shares; 2025Q1: 1,718 shares; 2025Q2: 1,722 shares; 2025Q3: 3,920 shares; 2025Q4: 4,090 shares; 2026Q1: 3,982 shares; 2026Q2: 4,394 shares 4,394 $1.31M 0.08% +412 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 5,119 shares; 2025Q1: 8,650 shares; 2025Q2: 6,057 shares; 2025Q3: 6,721 shares; 2025Q4: 6,011 shares; 2026Q1: 6,148 shares; 2026Q2: 5,815 shares 5,815 $1.3M 0.08% -333 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 14,048 shares 14,048 $1.29M 0.08% new Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL 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: 10,420 shares; 2025Q4: 10,420 shares; 2026Q1: 10,545 shares; 2026Q2: 10,905 shares 10,905 $1.28M 0.08% +360 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,064 shares; 2025Q1: 6,796 shares; 2025Q2: 6,766 shares; 2025Q3: 7,411 shares; 2025Q4: 7,286 shares; 2026Q1: 7,071 shares; 2026Q2: 7,127 shares 7,127 $1.28M 0.08% +56 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: 12,457 shares; 2024Q4: 10,689 shares; 2025Q1: 20,527 shares; 2025Q2: 20,527 shares; 2025Q3: 24,237 shares; 2025Q4: 27,736 shares; 2026Q1: 32,328 shares; 2026Q2: 27,278 shares 27,278 $1.28M 0.08% -5,050 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: 1,360 shares; 2024Q4: 1,448 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 2,690 shares; 2025Q4: 2,675 shares; 2026Q1: 2,917 shares; 2026Q2: 2,987 shares 2,987 $1.27M 0.08% +70 Timeline FOCT 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: 17,383 shares; 2025Q4: 24,292 shares; 2026Q1: 24,292 shares; 2026Q2: 24,292 shares 24,292 $1.27M 0.08% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 16,867 shares 16,867 $1.25M 0.08% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,866 shares; 2025Q1: 13,634 shares; 2025Q2: 14,180 shares; 2025Q3: 14,318 shares; 2025Q4: 15,540 shares; 2026Q1: 15,033 shares; 2026Q2: 15,115 shares 15,115 $1.24M 0.08% +82 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: 65,377 shares; 2024Q4: 74,663 shares; 2025Q1: 76,306 shares; 2025Q2: 66,969 shares; 2025Q3: 55,048 shares; 2025Q4: 53,566 shares; 2026Q1: 38,893 shares; 2026Q2: 36,018 shares 36,018 $1.23M 0.07% -2,875 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,020 shares; 2024Q4: 12,022 shares; 2025Q1: 11,239 shares; 2025Q2: 8,703 shares; 2025Q3: 10,341 shares; 2025Q4: 10,501 shares; 2026Q1: 9,641 shares; 2026Q2: 9,556 shares 9,556 $1.23M 0.07% -85 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: 1,128 shares; 2024Q4: 1,183 shares; 2025Q1: 1,158 shares; 2025Q2: 1,529 shares; 2025Q3: 1,890 shares; 2025Q4: 20,929 shares; 2026Q1: 17,590 shares; 2026Q2: 17,129 shares 17,129 $1.22M 0.07% -461 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,475 shares; 2025Q1: 10,582 shares; 2025Q2: 9,842 shares; 2025Q3: 10,945 shares; 2025Q4: 10,707 shares; 2026Q1: 13,320 shares; 2026Q2: 13,053 shares 13,053 $1.22M 0.07% -267 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: 12,350 shares; 2024Q4: 10,196 shares; 2025Q1: 10,826 shares; 2025Q2: 12,368 shares; 2025Q3: 14,468 shares; 2025Q4: 14,880 shares; 2026Q1: 13,395 shares; 2026Q2: 15,010 shares 15,010 $1.22M 0.07% +1,615 Timeline TBLL 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: 14,077 shares; 2025Q3: 14,136 shares; 2025Q4: 14,077 shares; 2026Q1: 11,547 shares; 2026Q2: 11,547 shares 11,547 $1.22M 0.07% 0 Timeline MGC 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: 899 shares; 2025Q1: 13,328 shares; 2025Q2: 9,565 shares; 2025Q3: 1,214 shares; 2025Q4: 1,089 shares; 2026Q1: 1,481 shares; 2026Q2: 4,379 shares 4,379 $1.2M 0.07% +2,898 Timeline YMAR 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: 12,765 shares; 2025Q1: 12,595 shares; 2025Q2: 15,123 shares; 2025Q3: 15,123 shares; 2025Q4: 22,341 shares; 2026Q1: 23,521 shares; 2026Q2: 41,581 shares 41,581 $1.19M 0.07% +18,060 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,747 shares; 2024Q4: 19,028 shares; 2025Q1: 19,054 shares; 2025Q2: 20,461 shares; 2025Q3: 21,690 shares; 2025Q4: 21,974 shares; 2026Q1: 22,180 shares; 2026Q2: 21,499 shares 21,499 $1.19M 0.07% -681 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 14,105 shares; 2025Q3: 14,719 shares; 2025Q4: 14,655 shares; 2026Q1: 14,763 shares; 2026Q2: 14,890 shares 14,890 $1.18M 0.07% +127 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,350 shares; 2025Q1: 58,803 shares; 2025Q2: 47,652 shares; 2025Q3: 42,939 shares; 2025Q4: 43,018 shares; 2026Q1: 31,535 shares; 2026Q2: 30,814 shares 30,814 $1.18M 0.07% -721 Timeline EMLP 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: 10,098 shares; 2024Q4: 11,240 shares; 2025Q1: 17,239 shares; 2025Q2: 21,279 shares; 2025Q3: 23,012 shares; 2025Q4: 23,299 shares; 2026Q1: 23,837 shares; 2026Q2: 26,995 shares 26,995 $1.17M 0.07% +3,158 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: 25,151 shares; 2025Q2: 21,889 shares; 2025Q3: 21,291 shares; 2025Q4: 20,518 shares; 2026Q1: 23,706 shares; 2026Q2: 23,706 shares 23,706 $1.17M 0.07% 0 Timeline JSMD 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: 8,914 shares; 2024Q4: 8,594 shares; 2025Q1: 8,723 shares; 2025Q2: 8,789 shares; 2025Q3: 8,959 shares; 2025Q4: 9,933 shares; 2026Q1: 12,574 shares; 2026Q2: 11,446 shares 11,446 $1.16M 0.07% -1,128 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,174 shares; 2024Q4: 17,125 shares; 2025Q1: 18,383 shares; 2025Q2: 18,405 shares; 2025Q3: 18,059 shares; 2025Q4: 17,820 shares; 2026Q1: 13,092 shares; 2026Q2: 15,683 shares 15,683 $1.16M 0.07% +2,591 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,424 shares; 2025Q1: 1,574 shares; 2025Q2: 1,618 shares; 2025Q3: 1,687 shares; 2025Q4: 1,712 shares; 2026Q1: 1,737 shares; 2026Q2: 3,421 shares 3,421 $1.16M 0.07% +1,684 Timeline PDEC 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: 13,369 shares; 2025Q1: 11,990 shares; 2025Q2: 10,446 shares; 2025Q3: 8,935 shares; 2025Q4: 25,735 shares; 2026Q1: 25,719 shares; 2026Q2: 25,194 shares 25,194 $1.16M 0.07% -525 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 1,860 shares; 2025Q1: 1,812 shares; 2025Q2: 1,889 shares; 2025Q3: 2,586 shares; 2025Q4: 2,375 shares; 2026Q1: 2,292 shares; 2026Q2: 2,241 shares 2,241 $1.15M 0.07% -51 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 12,752 shares; 2026Q1: 14,125 shares; 2026Q2: 16,396 shares 16,396 $1.15M 0.07% +2,271 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: 3,729 shares; 2024Q4: 3,794 shares; 2025Q1: 4,544 shares; 2025Q2: 4,230 shares; 2025Q3: 4,136 shares; 2025Q4: 4,340 shares; 2026Q1: 4,314 shares; 2026Q2: 4,618 shares 4,618 $1.14M 0.07% +304 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,369 shares; 2024Q4: 12,430 shares; 2025Q1: 12,613 shares; 2025Q2: 12,135 shares; 2025Q3: 12,903 shares; 2025Q4: 11,869 shares; 2026Q1: 11,694 shares; 2026Q2: 13,782 shares 13,782 $1.13M 0.07% +2,088 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 2,730 shares; 2025Q4: 3,212 shares; 2026Q1: 3,922 shares; 2026Q2: 4,977 shares 4,977 $1.13M 0.07% +1,055 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,188 shares; 2025Q1: 12,715 shares; 2025Q2: 13,183 shares; 2025Q3: 13,995 shares; 2025Q4: 16,792 shares; 2026Q1: 17,649 shares; 2026Q2: 17,970 shares 17,970 $1.11M 0.07% +321 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,832 shares; 2026Q2: 27,656 shares 27,656 $1.11M 0.07% +21,824 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,593 shares; 2024Q4: 25,593 shares; 2025Q1: 24,942 shares; 2025Q2: 24,942 shares; 2025Q3: 24,722 shares; 2025Q4: 24,602 shares; 2026Q1: 24,224 shares; 2026Q2: 24,224 shares 24,224 $1.11M 0.07% 0 Timeline FAUG 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: 15,263 shares; 2025Q4: 19,495 shares; 2026Q1: 19,495 shares; 2026Q2: 19,495 shares 19,495 $1.1M 0.07% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,365 shares; 2025Q2: 7,746 shares; 2025Q3: 14,455 shares; 2025Q4: 14,236 shares; 2026Q1: 14,232 shares; 2026Q2: 14,195 shares 14,195 $1.1M 0.07% -37 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,336 shares; 2024Q4: 15,921 shares; 2025Q1: 15,921 shares; 2025Q2: 31,559 shares; 2025Q3: 33,049 shares; 2025Q4: 35,485 shares; 2026Q1: 35,485 shares; 2026Q2: 35,485 shares 35,485 $1.1M 0.07% 0 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: 18,772 shares; 2024Q4: 18,247 shares; 2025Q1: 18,284 shares; 2025Q2: 17,971 shares; 2025Q3: 17,419 shares; 2025Q4: 15,023 shares; 2026Q1: 14,584 shares; 2026Q2: 13,766 shares 13,766 $1.09M 0.07% -818 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 15,422 shares; 2025Q4: 31,476 shares; 2026Q1: 39,358 shares; 2026Q2: 39,913 shares 39,913 $1.09M 0.07% +555 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,212 shares; 2024Q4: 16,281 shares; 2025Q1: 16,860 shares; 2025Q2: 17,073 shares; 2025Q3: 25,772 shares; 2025Q4: 23,371 shares; 2026Q1: 22,088 shares; 2026Q2: 24,218 shares 24,218 $1.08M 0.07% +2,130 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 1,043 shares; 2025Q1: 1,248 shares; 2025Q2: 1,265 shares; 2025Q3: 1,413 shares; 2025Q4: 972 shares; 2026Q1: 1,021 shares; 2026Q2: 3,177 shares 3,177 $1.07M 0.07% +2,156 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,240 shares; 2025Q3: 4,408 shares; 2025Q4: 4,706 shares; 2026Q1: 5,180 shares; 2026Q2: 5,922 shares 5,922 $1.07M 0.07% +742 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: 3,012 shares; 2024Q4: 3,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,596 shares; 2025Q4: 6,831 shares; 2026Q1: 9,803 shares; 2026Q2: 11,086 shares 11,086 $1.07M 0.06% +1,283 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,340 shares; 2024Q4: 22,881 shares; 2025Q1: 22,024 shares; 2025Q2: 23,116 shares; 2025Q3: 30,929 shares; 2025Q4: 27,542 shares; 2026Q1: 25,829 shares; 2026Q2: 25,260 shares 25,260 $1.07M 0.06% -569 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,716 shares; 2024Q4: 22,954 shares; 2025Q1: 23,515 shares; 2025Q2: 22,251 shares; 2025Q3: 23,360 shares; 2025Q4: 24,875 shares; 2026Q1: 26,496 shares; 2026Q2: 25,974 shares 25,974 $1.06M 0.06% -522 Timeline SPHY 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: 39,757 shares; 2025Q2: 44,250 shares; 2025Q3: 63,146 shares; 2025Q4: 53,513 shares; 2026Q1: 41,831 shares; 2026Q2: 44,927 shares 44,927 $1.05M 0.06% +3,096 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 629 shares; 2025Q1: 664 shares; 2025Q2: 936 shares; 2025Q3: 975 shares; 2025Q4: 7,146 shares; 2026Q1: 10,689 shares; 2026Q2: 10,595 shares 10,595 $1.05M 0.06% -94 Timeline JPRE 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: 5,249 shares; 2025Q2: 13,083 shares; 2025Q3: 19,244 shares; 2025Q4: 18,193 shares; 2026Q1: 18,473 shares; 2026Q2: 20,121 shares 20,121 $1.05M 0.06% +1,648 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 3,550 shares; 2025Q2: 3,519 shares; 2025Q3: 2,984 shares; 2025Q4: 5,343 shares; 2026Q1: 6,156 shares; 2026Q2: 6,166 shares 6,166 $1.05M 0.06% +10 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,877 shares; 2024Q4: 5,921 shares; 2025Q1: 6,412 shares; 2025Q2: 11,932 shares; 2025Q3: 11,001 shares; 2025Q4: 6,353 shares; 2026Q1: 5,309 shares; 2026Q2: 7,155 shares 7,155 $1.05M 0.06% +1,846 Timeline YSEP 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: 43,945 shares; 2024Q4: 56,860 shares; 2025Q1: 58,632 shares; 2025Q2: 50,683 shares; 2025Q3: 28,727 shares; 2025Q4: 34,468 shares; 2026Q1: 38,110 shares; 2026Q2: 38,055 shares 38,055 $1.05M 0.06% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,831 shares; 2025Q4: 18,869 shares; 2026Q1: 18,865 shares; 2026Q2: 18,865 shares 18,865 $1.04M 0.06% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 2,128 shares 2,128 $1.03M 0.06% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,965 shares; 2024Q4: 1,207 shares; 2025Q1: 1,354 shares; 2025Q2: 1,931 shares; 2025Q3: 627 shares; 2025Q4: 539 shares; 2026Q1: 553 shares; 2026Q2: 1,975 shares 1,975 $1.02M 0.06% +1,422 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,468 shares; 2024Q4: 39,981 shares; 2025Q1: 40,108 shares; 2025Q2: 5,749 shares; 2025Q3: 5,671 shares; 2025Q4: 5,497 shares; 2026Q1: 6,582 shares; 2026Q2: 6,515 shares 6,515 $1.02M 0.06% -67 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,043 shares; 2025Q1: 3,244 shares; 2025Q2: 3,228 shares; 2025Q3: 2,256 shares; 2025Q4: 3,133 shares; 2026Q1: 4,030 shares; 2026Q2: 4,647 shares 4,647 $1.01M 0.06% +617 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,079 shares; 2024Q4: 59,623 shares; 2025Q1: 60,954 shares; 2025Q2: 58,118 shares; 2025Q3: 58,246 shares; 2025Q4: 59,382 shares; 2026Q1: 37,671 shares; 2026Q2: 41,930 shares 41,930 $997K 0.06% +4,259 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 4,551 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,238 shares; 2025Q4: 2,438 shares; 2026Q1: 2,263 shares; 2026Q2: 2,306 shares 2,306 $995K 0.06% +43 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,274 shares; 2024Q4: 11,924 shares; 2025Q1: 3,345 shares; 2025Q2: 3,182 shares; 2025Q3: 5,443 shares; 2025Q4: 6,091 shares; 2026Q1: 6,403 shares; 2026Q2: 6,540 shares 6,540 $991K 0.06% +137 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,362 shares; 2024Q4: 22,093 shares; 2025Q1: 20,347 shares; 2025Q2: 20,205 shares; 2025Q3: 20,851 shares; 2025Q4: 19,464 shares; 2026Q1: 19,507 shares; 2026Q2: 20,704 shares 20,704 $988K 0.06% +1,197 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,306 shares; 2024Q4: 48,211 shares; 2025Q1: 58,478 shares; 2025Q2: 37,477 shares; 2025Q3: 49,099 shares; 2025Q4: 78,602 shares; 2026Q1: 38,503 shares; 2026Q2: 32,732 shares 32,732 $988K 0.06% -5,771 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 23,108 shares 23,108 $982K 0.06% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 560 shares; 2025Q1: 527 shares; 2025Q2: 366 shares; 2025Q3: 549 shares; 2025Q4: 740 shares; 2026Q1: 744 shares; 2026Q2: 735 shares 735 $980K 0.06% -9 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,534 shares; 2025Q3: 14,784 shares; 2025Q4: 16,510 shares; 2026Q1: 22,275 shares; 2026Q2: 23,613 shares 23,613 $978K 0.06% +1,338 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: 8,796 shares; 2024Q4: 11,381 shares; 2025Q1: 13,272 shares; 2025Q2: 13,156 shares; 2025Q3: 11,657 shares; 2025Q4: 9,934 shares; 2026Q1: 5,041 shares; 2026Q2: 5,263 shares 5,263 $972K 0.06% +222 Timeline JANI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,563 shares; 2026Q2: 37,777 shares 37,777 $970K 0.06% +214 Timeline FMAY 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: 9,850 shares; 2026Q1: 9,947 shares; 2026Q2: 17,240 shares 17,240 $969K 0.06% +7,293 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,044 shares; 2025Q2: 3,119 shares; 2025Q3: 10,335 shares; 2025Q4: 10,810 shares; 2026Q1: 11,806 shares; 2026Q2: 11,719 shares 11,719 $968K 0.06% -87 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 734 shares; 2025Q1: 936 shares; 2025Q2: 731 shares; 2025Q3: 763 shares; 2025Q4: 801 shares; 2026Q1: 713 shares; 2026Q2: 1,341 shares 1,341 $966K 0.06% +628 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 3,273 shares; 2025Q1: 8,189 shares; 2025Q2: 8,594 shares; 2025Q3: 12,276 shares; 2025Q4: 4,805 shares; 2026Q1: 6,124 shares; 2026Q2: 6,185 shares 6,185 $950K 0.06% +61 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 10,292 shares; 2026Q1: 15,663 shares; 2026Q2: 24,963 shares 24,963 $948K 0.06% +9,300 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: 16,355 shares; 2024Q4: 9,788 shares; 2025Q1: 6,139 shares; 2025Q2: 22,770 shares; 2025Q3: 4,711 shares; 2025Q4: 11,708 shares; 2026Q1: 12,873 shares; 2026Q2: 5,867 shares 5,867 $931K 0.06% -7,006 Timeline RWK 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: 2,477 shares; 2025Q2: 2,395 shares; 2025Q3: 2,242 shares; 2025Q4: 5,056 shares; 2026Q1: 5,687 shares; 2026Q2: 6,357 shares 6,357 $930K 0.06% +670 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 106,700 shares; 2025Q4: 106,700 shares; 2026Q1: 106,700 shares; 2026Q2: 110,862 shares 110,862 $929K 0.06% +4,162 Timeline VFMV 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: 2,028 shares; 2025Q4: 2,756 shares; 2026Q1: 4,362 shares; 2026Q2: 6,611 shares 6,611 $921K 0.06% +2,249 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,927 shares; 2024Q4: 10,404 shares; 2025Q1: 10,337 shares; 2025Q2: 10,351 shares; 2025Q3: 12,554 shares; 2025Q4: 12,305 shares; 2026Q1: 10,740 shares; 2026Q2: 9,555 shares 9,555 $920K 0.06% -1,185 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,513 shares; 2025Q4: 15,062 shares; 2026Q1: 12,558 shares; 2026Q2: 12,086 shares 12,086 $919K 0.06% -472 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,101 shares; 2025Q2: 6,867 shares; 2025Q3: 6,453 shares; 2025Q4: 14,138 shares; 2026Q1: 14,982 shares; 2026Q2: 16,347 shares 16,347 $912K 0.06% +1,365 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: 13,788 shares; 2024Q4: 14,186 shares; 2025Q1: 14,136 shares; 2025Q2: 14,036 shares; 2025Q3: 12,139 shares; 2025Q4: 12,237 shares; 2026Q1: 12,116 shares; 2026Q2: 12,058 shares 12,058 $910K 0.06% -58 Timeline FNOV 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: 4,850 shares; 2025Q4: 15,544 shares; 2026Q1: 15,521 shares; 2026Q2: 15,521 shares 15,521 $908K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 1,616 shares; 2025Q1: 2,054 shares; 2025Q2: 2,860 shares; 2025Q3: 6,772 shares; 2025Q4: 6,911 shares; 2026Q1: 7,141 shares; 2026Q2: 6,580 shares 6,580 $900K 0.05% -561 Timeline JSML 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: 7,266 shares; 2024Q4: 5,591 shares; 2025Q1: 5,360 shares; 2025Q2: 8,821 shares; 2025Q3: 9,579 shares; 2025Q4: 10,260 shares; 2026Q1: 12,729 shares; 2026Q2: 9,632 shares 9,632 $896K 0.05% -3,097 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 86,580 shares; 2026Q1: 84,879 shares; 2026Q2: 68,783 shares 68,783 $895K 0.05% -16,096 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,170 shares; 2024Q4: 14,504 shares; 2025Q1: 15,421 shares; 2025Q2: 20,202 shares; 2025Q3: 22,179 shares; 2025Q4: 25,502 shares; 2026Q1: 18,699 shares; 2026Q2: 17,713 shares 17,713 $882K 0.05% -986 Timeline FNDC 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: 6,062 shares; 2025Q3: 7,577 shares; 2025Q4: 12,312 shares; 2026Q1: 13,719 shares; 2026Q2: 17,955 shares 17,955 $872K 0.05% +4,236 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286 shares; 2025Q3: 13,659 shares; 2025Q4: 13,661 shares; 2026Q1: 13,662 shares; 2026Q2: 13,325 shares 13,325 $859K 0.05% -337 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: not reported; 2024Q4: not reported; 2025Q1: 8,765 shares; 2025Q2: 7,789 shares; 2025Q3: 9,107 shares; 2025Q4: 15,560 shares; 2026Q1: 18,560 shares; 2026Q2: 24,021 shares 24,021 $855K 0.05% +5,461 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,731 shares; 2024Q4: 5,652 shares; 2025Q1: 6,527 shares; 2025Q2: 21,563 shares; 2025Q3: 20,968 shares; 2025Q4: 6,159 shares; 2026Q1: 9,291 shares; 2026Q2: 8,798 shares 8,798 $841K 0.05% -493 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,184 shares; 2026Q2: 5,360 shares 5,360 $841K 0.05% +2,176 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: 35,004 shares; 2024Q4: 35,004 shares; 2025Q1: 25,645 shares; 2025Q2: 37,187 shares; 2025Q3: 43,403 shares; 2025Q4: 43,403 shares; 2026Q1: 40,613 shares; 2026Q2: 33,555 shares 33,555 $841K 0.05% -7,058 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,654 shares; 2025Q3: 15,905 shares; 2025Q4: 16,368 shares; 2026Q1: 9,469 shares; 2026Q2: 9,126 shares 9,126 $820K 0.05% -343 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 4,093 shares; 2025Q3: 7,499 shares; 2025Q4: 7,913 shares; 2026Q1: 7,985 shares; 2026Q2: 8,871 shares 8,871 $818K 0.05% +886 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,950 shares; 2024Q4: 24,048 shares; 2025Q1: 24,181 shares; 2025Q2: 25,860 shares; 2025Q3: 27,321 shares; 2025Q4: 26,707 shares; 2026Q1: 13,088 shares; 2026Q2: 13,678 shares 13,678 $817K 0.05% +590 Timeline WAB WABTEC More: the full row for WABTEC 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: 2,968 shares; 2025Q4: 3,035 shares; 2026Q1: 3,186 shares; 2026Q2: 3,019 shares 3,019 $814K 0.05% -167 Timeline SPIB 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: 26,734 shares; 2024Q4: 26,175 shares; 2025Q1: 29,450 shares; 2025Q2: 49,147 shares; 2025Q3: 50,343 shares; 2025Q4: 50,020 shares; 2026Q1: 23,592 shares; 2026Q2: 24,307 shares 24,307 $813K 0.05% +715 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: 2,138 shares; 2024Q4: 2,837 shares; 2025Q1: 3,393 shares; 2025Q2: 3,652 shares; 2025Q3: 3,571 shares; 2025Q4: 3,282 shares; 2026Q1: 3,315 shares; 2026Q2: 3,409 shares 3,409 $807K 0.05% +94 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,115 shares; 2025Q1: 5,823 shares; 2025Q2: 5,335 shares; 2025Q3: 5,224 shares; 2025Q4: 5,253 shares; 2026Q1: 5,493 shares; 2026Q2: 5,235 shares 5,235 $797K 0.05% -258 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 1,230 shares; 2025Q4: 1,753 shares; 2026Q1: 1,854 shares; 2026Q2: 2,235 shares 2,235 $796K 0.05% +381 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 331 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,411 shares 1,411 $791K 0.05% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,188 shares; 2025Q1: 16,501 shares; 2025Q2: 15,884 shares; 2025Q3: 15,567 shares; 2025Q4: 15,376 shares; 2026Q1: 16,203 shares; 2026Q2: 17,299 shares 17,299 $791K 0.05% +1,096 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 7,429 shares; 2025Q4: 7,973 shares; 2026Q1: 10,584 shares; 2026Q2: 12,570 shares 12,570 $791K 0.05% +1,986 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,067 shares; 2024Q4: 12,083 shares; 2025Q1: 12,083 shares; 2025Q2: 12,126 shares; 2025Q3: 12,145 shares; 2025Q4: 12,145 shares; 2026Q1: 12,176 shares; 2026Q2: 12,186 shares 12,186 $790K 0.05% +10 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,636 shares 12,636 $790K 0.05% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 16,853 shares; 2025Q1: 15,326 shares; 2025Q2: 16,358 shares; 2025Q3: 24,461 shares; 2025Q4: 24,508 shares; 2026Q1: 25,151 shares; 2026Q2: 24,672 shares 24,672 $789K 0.05% -479 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,696 shares; 2024Q4: 17,252 shares; 2025Q1: 17,544 shares; 2025Q2: 18,966 shares; 2025Q3: 21,460 shares; 2025Q4: 22,879 shares; 2026Q1: 23,397 shares; 2026Q2: 25,480 shares 25,480 $787K 0.05% +2,083 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: 8,727 shares; 2024Q4: 7,904 shares; 2025Q1: 9,250 shares; 2025Q2: 9,471 shares; 2025Q3: 9,715 shares; 2025Q4: 13,733 shares; 2026Q1: 34,991 shares; 2026Q2: 16,750 shares 16,750 $786K 0.05% -18,241 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,393 shares; 2026Q1: 5,081 shares; 2026Q2: 10,278 shares 10,278 $778K 0.05% +5,197 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,277 shares; 2025Q4: 31,107 shares; 2026Q1: 31,013 shares; 2026Q2: 30,006 shares 30,006 $778K 0.05% -1,007 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: 14,358 shares; 2026Q1: 29,101 shares; 2026Q2: 37,104 shares 37,104 $774K 0.05% +8,003 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,397 shares; 2025Q1: 16,224 shares; 2025Q2: 19,864 shares; 2025Q3: 8,737 shares; 2025Q4: 9,207 shares; 2026Q1: 10,318 shares; 2026Q2: 10,447 shares 10,447 $770K 0.05% +129 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 1,989 shares; 2025Q1: 2,256 shares; 2025Q2: 2,278 shares; 2025Q3: 1,536 shares; 2025Q4: 1,611 shares; 2026Q1: 1,798 shares; 2026Q2: 1,921 shares 1,921 $763K 0.05% +123 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,636 shares; 2024Q4: 31,509 shares; 2025Q1: 37,561 shares; 2025Q2: 40,719 shares; 2025Q3: 23,616 shares; 2025Q4: 23,159 shares; 2026Q1: 14,833 shares; 2026Q2: 12,245 shares 12,245 $762K 0.05% -2,588 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: 3,447 shares; 2024Q4: 3,525 shares; 2025Q1: 3,687 shares; 2025Q2: 3,523 shares; 2025Q3: 2,916 shares; 2025Q4: 3,036 shares; 2026Q1: 817 shares; 2026Q2: 6,346 shares 6,346 $759K 0.05% +5,529 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,018 shares; 2024Q4: 16,018 shares; 2025Q1: 16,018 shares; 2025Q2: 16,018 shares; 2025Q3: 16,018 shares; 2025Q4: 16,018 shares; 2026Q1: 16,018 shares; 2026Q2: 16,018 shares 16,018 $752K 0.05% 0 Timeline LAPR 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,700 shares 29,700 $751K 0.05% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,407 shares; 2024Q4: 38,500 shares; 2025Q1: 30,252 shares; 2025Q2: 27,992 shares; 2025Q3: 29,907 shares; 2025Q4: 31,550 shares; 2026Q1: 30,941 shares; 2026Q2: 23,540 shares 23,540 $750K 0.05% -7,401 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,064 shares; 2024Q4: 11,029 shares; 2025Q1: 11,143 shares; 2025Q2: 11,520 shares; 2025Q3: 11,865 shares; 2025Q4: 11,815 shares; 2026Q1: 12,041 shares; 2026Q2: 12,097 shares 12,097 $747K 0.05% +56 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,302 shares; 2025Q1: 3,454 shares; 2025Q2: 3,359 shares; 2025Q3: 3,493 shares; 2025Q4: 3,477 shares; 2026Q1: 3,460 shares; 2026Q2: 8,883 shares 8,883 $742K 0.05% +5,423 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: 4,712 shares; 2025Q4: 4,940 shares; 2026Q1: 5,469 shares; 2026Q2: 4,467 shares 4,467 $739K 0.04% -1,002 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,873 shares; 2024Q4: 3,329 shares; 2025Q1: 3,091 shares; 2025Q2: 3,920 shares; 2025Q3: 3,749 shares; 2025Q4: 4,765 shares; 2026Q1: 17,310 shares; 2026Q2: 17,942 shares 17,942 $737K 0.04% +632 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: 2,586 shares; 2024Q4: 5,026 shares; 2025Q1: 4,769 shares; 2025Q2: 4,289 shares; 2025Q3: 4,362 shares; 2025Q4: 4,087 shares; 2026Q1: 4,045 shares; 2026Q2: 3,334 shares 3,334 $735K 0.04% -711 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 1,218 shares; 2025Q3: 982 shares; 2025Q4: 912 shares; 2026Q1: 1,231 shares; 2026Q2: 1,087 shares 1,087 $725K 0.04% -144 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: 868 shares; 2024Q4: 893 shares; 2025Q1: 936 shares; 2025Q2: 934 shares; 2025Q3: 2,751 shares; 2025Q4: 2,752 shares; 2026Q1: 2,560 shares; 2026Q2: 2,705 shares 2,705 $716K 0.04% +145 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,493 shares; 2024Q4: 6,139 shares; 2025Q1: 7,794 shares; 2025Q2: 4,102 shares; 2025Q3: 4,112 shares; 2025Q4: 4,136 shares; 2026Q1: 3,290 shares; 2026Q2: 3,254 shares 3,254 $713K 0.04% -36 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,513 shares; 2024Q4: 18,232 shares; 2025Q1: 18,699 shares; 2025Q2: 19,087 shares; 2025Q3: 19,480 shares; 2025Q4: 17,144 shares; 2026Q1: 15,587 shares; 2026Q2: 19,070 shares 19,070 $711K 0.04% +3,483 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,925 shares; 2024Q4: 40,912 shares; 2025Q1: 42,762 shares; 2025Q2: 43,775 shares; 2025Q3: 54,763 shares; 2025Q4: 54,723 shares; 2026Q1: 50,844 shares; 2026Q2: 50,477 shares 50,477 $702K 0.04% -367 Timeline FXL 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: 3,223 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares; 2026Q2: 3,213 shares 3,213 $698K 0.04% -10 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,078 shares; 2024Q4: 9,831 shares; 2025Q1: not reported; 2025Q2: 9,392 shares; 2025Q3: 8,753 shares; 2025Q4: 8,738 shares; 2026Q1: 9,199 shares; 2026Q2: 9,880 shares 9,880 $697K 0.04% +681 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 2,273 shares; 2025Q1: 2,317 shares; 2025Q2: 2,336 shares; 2025Q3: 2,573 shares; 2025Q4: 2,505 shares; 2026Q1: 2,640 shares; 2026Q2: 2,575 shares 2,575 $696K 0.04% -65 Timeline CRPT 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: 33,375 shares; 2024Q4: 30,326 shares; 2025Q1: 53,007 shares; 2025Q2: 50,793 shares; 2025Q3: 47,319 shares; 2025Q4: 50,739 shares; 2026Q1: 54,336 shares; 2026Q2: 61,088 shares 61,088 $694K 0.04% +6,752 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 992 shares; 2026Q1: 896 shares; 2026Q2: 1,124 shares 1,124 $693K 0.04% +228 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: 6,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 1,237 shares; 2026Q1: 1,989 shares; 2026Q2: 3,614 shares 3,614 $693K 0.04% +1,625 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,479 shares 2,479 $691K 0.04% new 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: 31,632 shares; 2024Q4: 30,268 shares; 2025Q1: 26,661 shares; 2025Q2: 24,914 shares; 2025Q3: 16,059 shares; 2025Q4: 22,153 shares; 2026Q1: 26,664 shares; 2026Q2: 20,382 shares 20,382 $689K 0.04% -6,282 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP 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: 9,854 shares; 2025Q4: 9,697 shares; 2026Q1: 9,698 shares; 2026Q2: 8,900 shares 8,900 $681K 0.04% -798 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 11,473 shares; 2025Q4: 16,383 shares; 2026Q1: 22,227 shares; 2026Q2: 23,162 shares 23,162 $679K 0.04% +935 Timeline DDFA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,552 shares 33,552 $678K 0.04% new Timeline DDFZ 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,855 shares 34,855 $676K 0.04% new Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 24,434 shares; 2026Q1: 25,767 shares; 2026Q2: 27,813 shares 27,813 $675K 0.04% +2,046 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: 1,302 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,780 shares 3,780 $671K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,237 shares; 2024Q4: 3,710 shares; 2025Q1: 3,517 shares; 2025Q2: 2,227 shares; 2025Q3: 3,155 shares; 2025Q4: 4,029 shares; 2026Q1: 4,589 shares; 2026Q2: 5,440 shares 5,440 $670K 0.04% +851 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,869 shares; 2024Q4: 13,665 shares; 2025Q1: 13,702 shares; 2025Q2: 13,796 shares; 2025Q3: 14,379 shares; 2025Q4: 16,223 shares; 2026Q1: 16,017 shares; 2026Q2: 15,732 shares 15,732 $664K 0.04% -285 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: 13,570 shares; 2025Q1: 13,364 shares; 2025Q2: 13,058 shares; 2025Q3: 12,453 shares; 2025Q4: 11,186 shares; 2026Q1: 11,051 shares; 2026Q2: 8,851 shares 8,851 $663K 0.04% -2,200 Timeline COHU COHU INC More: the full row for COHU 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: 8,906 shares 8,906 $658K 0.04% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,869 shares; 2024Q4: 17,008 shares; 2025Q1: 15,762 shares; 2025Q2: 19,237 shares; 2025Q3: 3,905 shares; 2025Q4: 7,470 shares; 2026Q1: 7,992 shares; 2026Q2: 7,116 shares 7,116 $656K 0.04% -876 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 2,793 shares; 2025Q1: 2,920 shares; 2025Q2: 3,019 shares; 2025Q3: 3,113 shares; 2025Q4: 3,151 shares; 2026Q1: 2,861 shares; 2026Q2: 2,924 shares 2,924 $655K 0.04% +63 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 3,688 shares; 2025Q1: 3,678 shares; 2025Q2: 3,893 shares; 2025Q3: 4,107 shares; 2025Q4: 4,182 shares; 2026Q1: 4,415 shares; 2026Q2: 4,488 shares 4,488 $649K 0.04% +73 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 38,875 shares; 2025Q4: 38,875 shares; 2026Q1: 38,257 shares; 2026Q2: 38,261 shares 38,261 $649K 0.04% +4 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: 9,745 shares; 2024Q4: 9,710 shares; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 5,170 shares; 2025Q4: 4,810 shares; 2026Q1: 9,378 shares; 2026Q2: 12,139 shares 12,139 $645K 0.04% +2,761 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,579 shares; 2024Q4: 18,037 shares; 2025Q1: 18,037 shares; 2025Q2: 18,037 shares; 2025Q3: 16,537 shares; 2025Q4: 16,537 shares; 2026Q1: 16,257 shares; 2026Q2: 15,431 shares 15,431 $642K 0.04% -826 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,955 shares; 2024Q4: 31,287 shares; 2025Q1: 28,324 shares; 2025Q2: 11,158 shares; 2025Q3: 9,813 shares; 2025Q4: 9,306 shares; 2026Q1: 7,594 shares; 2026Q2: 6,784 shares 6,784 $642K 0.04% -810 Timeline AZZ AZZ INC More: the full row for AZZ 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: 3,780 shares; 2026Q1: 4,196 shares; 2026Q2: 4,136 shares 4,136 $641K 0.04% -60 Timeline FXH 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: 1,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 6,290 shares; 2025Q4: 6,057 shares; 2026Q1: 5,026 shares; 2026Q2: 5,223 shares 5,223 $639K 0.04% +197 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,041 shares; 2026Q2: 18,138 shares 18,138 $639K 0.04% +7,097 Timeline GDXJ 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: 6,228 shares; 2025Q4: 6,337 shares; 2026Q1: 6,477 shares; 2026Q2: 6,497 shares 6,497 $638K 0.04% +20 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,658 shares; 2024Q4: 7,060 shares; 2025Q1: 8,225 shares; 2025Q2: 8,607 shares; 2025Q3: 10,287 shares; 2025Q4: 11,007 shares; 2026Q1: 11,548 shares; 2026Q2: 11,743 shares 11,743 $637K 0.04% +195 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 13,693 shares; 2025Q4: 13,725 shares; 2026Q1: 9,993 shares; 2026Q2: 9,946 shares 9,946 $637K 0.04% -47 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 4,549 shares; 2025Q4: 4,693 shares; 2026Q1: 4,521 shares; 2026Q2: 4,433 shares 4,433 $635K 0.04% -88 Timeline SOXQ 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: 5,212 shares; 2025Q1: not reported; 2025Q2: 5,623 shares; 2025Q3: 5,644 shares; 2025Q4: 5,779 shares; 2026Q1: 5,754 shares; 2026Q2: 5,658 shares 5,658 $634K 0.04% -96 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,017 shares; 2025Q2: 14,017 shares; 2025Q3: 14,017 shares; 2025Q4: 18,061 shares; 2026Q1: 18,688 shares; 2026Q2: 18,688 shares 18,688 $631K 0.04% 0 Timeline FXO 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: 1,714 shares; 2025Q3: 9,591 shares; 2025Q4: 9,709 shares; 2026Q1: 9,782 shares; 2026Q2: 10,067 shares 10,067 $629K 0.04% +285 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 2,932 shares; 2025Q4: 3,120 shares; 2026Q1: 3,214 shares; 2026Q2: 3,131 shares 3,131 $628K 0.04% -83 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,291 shares; 2024Q4: 9,188 shares; 2025Q1: 10,636 shares; 2025Q2: 11,402 shares; 2025Q3: 14,670 shares; 2025Q4: 6,768 shares; 2026Q1: not reported; 2026Q2: 8,702 shares 8,702 $628K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,834 shares; 2024Q4: 10,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: 6,824 shares; 2026Q1: 6,700 shares; 2026Q2: 6,713 shares 6,713 $627K 0.04% +13 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 86 shares; 2025Q1: 92 shares; 2025Q2: 99 shares; 2025Q3: 258 shares; 2025Q4: 110 shares; 2026Q1: 229 shares; 2026Q2: 873 shares 873 $622K 0.04% +644 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,455 shares; 2026Q1: 7,869 shares; 2026Q2: 8,587 shares 8,587 $621K 0.04% +718 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915 shares; 2024Q4: 4,509 shares; 2025Q1: 5,245 shares; 2025Q2: 5,166 shares; 2025Q3: 5,288 shares; 2025Q4: 5,265 shares; 2026Q1: 7,556 shares; 2026Q2: 6,072 shares 6,072 $620K 0.04% -1,484 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 10,856 shares; 2026Q1: 12,976 shares; 2026Q2: 12,911 shares 12,911 $619K 0.04% -65 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,961 shares; 2024Q4: 1,808 shares; 2025Q1: 1,303 shares; 2025Q2: 1,565 shares; 2025Q3: 1,650 shares; 2025Q4: 1,658 shares; 2026Q1: 1,730 shares; 2026Q2: 1,596 shares 1,596 $617K 0.04% -134 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,635 shares; 2025Q2: 7,571 shares; 2025Q3: 7,992 shares; 2025Q4: 11,371 shares; 2026Q1: 11,974 shares; 2026Q2: 12,966 shares 12,966 $617K 0.04% +992 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,024 shares; 2026Q1: 23,349 shares; 2026Q2: 23,194 shares 23,194 $615K 0.04% -155 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 1,276 shares; 2025Q1: 1,459 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,045 shares; 2026Q1: 971 shares; 2026Q2: 969 shares 969 $614K 0.04% -2 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: 8,511 shares; 2024Q4: 11,918 shares; 2025Q1: 11,588 shares; 2025Q2: not reported; 2025Q3: 12,323 shares; 2025Q4: 17,095 shares; 2026Q1: 16,114 shares; 2026Q2: 17,627 shares 17,627 $614K 0.04% +1,513 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: 6,422 shares; 2024Q4: 5,989 shares; 2025Q1: 5,667 shares; 2025Q2: 5,450 shares; 2025Q3: 4,869 shares; 2025Q4: 4,667 shares; 2026Q1: 4,274 shares; 2026Q2: 5,603 shares 5,603 $613K 0.04% +1,329 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: not reported; 2024Q4: 3,492 shares; 2025Q1: 3,565 shares; 2025Q2: 2,475 shares; 2025Q3: 2,550 shares; 2025Q4: 3,139 shares; 2026Q1: 2,683 shares; 2026Q2: 3,839 shares 3,839 $613K 0.04% +1,156 Timeline IWP 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: 3,613 shares; 2026Q1: 4,160 shares; 2026Q2: 4,183 shares 4,183 $612K 0.04% +23 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,070 shares; 2024Q4: 4,048 shares; 2025Q1: 2,129 shares; 2025Q2: 2,078 shares; 2025Q3: 2,188 shares; 2025Q4: 2,084 shares; 2026Q1: 2,158 shares; 2026Q2: 2,345 shares 2,345 $611K 0.04% +187 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,290 shares; 2025Q4: 43,761 shares; 2026Q1: 43,107 shares; 2026Q2: 25,503 shares 25,503 $608K 0.04% -17,604 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 9,797 shares; 2026Q1: 13,487 shares; 2026Q2: 17,803 shares 17,803 $604K 0.04% +4,316 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,569 shares; 2025Q1: 5,098 shares; 2025Q2: 6,277 shares; 2025Q3: 6,780 shares; 2025Q4: 5,374 shares; 2026Q1: 5,500 shares; 2026Q2: 5,575 shares 5,575 $599K 0.04% +75 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 2,878 shares; 2025Q1: 2,808 shares; 2025Q2: 1,719 shares; 2025Q3: 2,448 shares; 2025Q4: 2,740 shares; 2026Q1: 1,880 shares; 2026Q2: 1,438 shares 1,438 $597K 0.04% -442 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: 3,971 shares; 2024Q4: 10,374 shares; 2025Q1: 16,428 shares; 2025Q2: 15,496 shares; 2025Q3: 13,823 shares; 2025Q4: 13,823 shares; 2026Q1: 13,568 shares; 2026Q2: 13,368 shares 13,368 $594K 0.04% -200 Timeline CME CME GROUP INC More: the full row for CME 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: 2,074 shares; 2025Q4: 2,446 shares; 2026Q1: 2,649 shares; 2026Q2: 2,678 shares 2,678 $591K 0.04% +29 Timeline IJJ 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: 3,698 shares; 2025Q4: 3,706 shares; 2026Q1: 3,820 shares; 2026Q2: 4,001 shares 4,001 $591K 0.04% +181 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 2,825 shares; 2025Q3: 3,279 shares; 2025Q4: 4,438 shares; 2026Q1: 4,622 shares; 2026Q2: 5,181 shares 5,181 $586K 0.04% +559 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,974 shares 13,974 $585K 0.04% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,214 shares; 2026Q2: 1,481 shares 1,481 $584K 0.04% -733 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,021 shares; 2025Q4: 3,828 shares; 2026Q1: 4,835 shares; 2026Q2: 5,745 shares 5,745 $584K 0.04% +910 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 450 shares; 2026Q2: 256 shares 256 $582K 0.04% -194 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,462 shares; 2024Q4: 10,052 shares; 2025Q1: 10,593 shares; 2025Q2: 10,697 shares; 2025Q3: 11,316 shares; 2025Q4: 11,171 shares; 2026Q1: 10,854 shares; 2026Q2: 10,451 shares 10,451 $580K 0.04% -403 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 290 shares 290 $577K 0.04% -3 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 1,593 shares 1,593 $572K 0.03% new Timeline BJUN 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: 13,800 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 12,372 shares; 2025Q3: 12,271 shares; 2025Q4: 11,726 shares; 2026Q1: 11,450 shares; 2026Q2: 11,712 shares 11,712 $570K 0.03% +262 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: 21,064 shares; 2024Q4: 20,989 shares; 2025Q1: 22,116 shares; 2025Q2: 16,633 shares; 2025Q3: 14,872 shares; 2025Q4: 16,102 shares; 2026Q1: 21,959 shares; 2026Q2: 13,952 shares 13,952 $568K 0.03% -8,007 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,720 shares; 2025Q4: 9,275 shares; 2026Q1: 9,675 shares; 2026Q2: 10,848 shares 10,848 $567K 0.03% +1,173 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: 1,946 shares; 2025Q2: 2,242 shares; 2025Q3: 3,180 shares; 2025Q4: 3,529 shares; 2026Q1: 3,837 shares; 2026Q2: 4,841 shares 4,841 $567K 0.03% +1,004 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,450 shares; 2024Q4: 54,806 shares; 2025Q1: 52,261 shares; 2025Q2: 39,257 shares; 2025Q3: 37,029 shares; 2025Q4: 33,858 shares; 2026Q1: 11,977 shares; 2026Q2: 11,183 shares 11,183 $566K 0.03% -794 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: 8,521 shares; 2025Q4: 8,914 shares; 2026Q1: 9,619 shares; 2026Q2: 17,623 shares 17,623 $560K 0.03% +8,004 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,379 shares; 2025Q3: 10,863 shares; 2025Q4: 11,026 shares; 2026Q1: 11,043 shares; 2026Q2: 11,036 shares 11,036 $558K 0.03% -7 Timeline IHAK 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: 8,107 shares; 2025Q2: 8,533 shares; 2025Q3: 8,699 shares; 2025Q4: 8,305 shares; 2026Q1: 8,953 shares; 2026Q2: 9,177 shares 9,177 $557K 0.03% +224 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,854 shares; 2024Q4: 20,432 shares; 2025Q1: 20,428 shares; 2025Q2: 22,311 shares; 2025Q3: 22,582 shares; 2025Q4: 21,852 shares; 2026Q1: 24,805 shares; 2026Q2: 24,974 shares 24,974 $557K 0.03% +169 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: 19,238 shares; 2025Q1: 22,578 shares; 2025Q2: 21,550 shares; 2025Q3: 22,969 shares; 2025Q4: 24,591 shares; 2026Q1: 19,841 shares; 2026Q2: 19,972 shares 19,972 $553K 0.03% +131 Timeline PTNQ 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: 6,254 shares; 2024Q4: 6,100 shares; 2025Q1: 6,938 shares; 2025Q2: 6,858 shares; 2025Q3: 6,500 shares; 2025Q4: 6,266 shares; 2026Q1: 6,171 shares; 2026Q2: 6,206 shares 6,206 $550K 0.03% +35 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: 9,409 shares; 2024Q4: 19,326 shares; 2025Q1: 18,949 shares; 2025Q2: 18,804 shares; 2025Q3: 21,586 shares; 2025Q4: 25,043 shares; 2026Q1: 16,635 shares; 2026Q2: 15,056 shares 15,056 $544K 0.03% -1,579 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: 17,255 shares; 2024Q4: 19,353 shares; 2025Q1: 17,615 shares; 2025Q2: 18,625 shares; 2025Q3: 18,891 shares; 2025Q4: 14,435 shares; 2026Q1: 10,018 shares; 2026Q2: 12,675 shares 12,675 $542K 0.03% +2,657 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 3,028 shares; 2025Q1: 3,951 shares; 2025Q2: 3,246 shares; 2025Q3: 4,348 shares; 2025Q4: 3,863 shares; 2026Q1: 3,380 shares; 2026Q2: 3,335 shares 3,335 $540K 0.03% -45 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: 2,460 shares; 2024Q4: 3,160 shares; 2025Q1: 3,179 shares; 2025Q2: 2,975 shares; 2025Q3: 4,172 shares; 2025Q4: 5,478 shares; 2026Q1: 4,245 shares; 2026Q2: 3,982 shares 3,982 $539K 0.03% -263 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 2,286 shares; 2025Q3: 2,398 shares; 2025Q4: 2,824 shares; 2026Q1: 2,136 shares; 2026Q2: 2,105 shares 2,105 $538K 0.03% -31 Timeline WEEL TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,075 shares; 2025Q4: 12,633 shares; 2026Q1: 15,648 shares; 2026Q2: 27,084 shares 27,084 $538K 0.03% +11,436 Timeline PMAR 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: 13,311 shares; 2024Q4: 12,098 shares; 2025Q1: 9,491 shares; 2025Q2: 17,673 shares; 2025Q3: 16,656 shares; 2025Q4: 16,209 shares; 2026Q1: 16,717 shares; 2026Q2: 11,247 shares 11,247 $537K 0.03% -5,470 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,111 shares; 2024Q4: 6,896 shares; 2025Q1: 6,969 shares; 2025Q2: 7,253 shares; 2025Q3: 7,881 shares; 2025Q4: 8,289 shares; 2026Q1: 6,458 shares; 2026Q2: 5,850 shares 5,850 $531K 0.03% -608 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,579 shares; 2025Q3: 6,958 shares; 2025Q4: 9,340 shares; 2026Q1: 7,675 shares; 2026Q2: 8,752 shares 8,752 $529K 0.03% +1,077 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,733 shares; 2024Q4: 4,834 shares; 2025Q1: 4,931 shares; 2025Q2: 4,960 shares; 2025Q3: 4,837 shares; 2025Q4: 5,886 shares; 2026Q1: 5,665 shares; 2026Q2: 4,378 shares 4,378 $526K 0.03% -1,287 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 6,997 shares; 2025Q1: 6,414 shares; 2025Q2: 6,294 shares; 2025Q3: 10,572 shares; 2025Q4: 6,846 shares; 2026Q1: 8,983 shares; 2026Q2: 9,134 shares 9,134 $526K 0.03% +151 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,563 shares; 2025Q3: 16,323 shares; 2025Q4: 9,122 shares; 2026Q1: 872 shares; 2026Q2: 1,438 shares 1,438 $526K 0.03% +566 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 1,549 shares; 2025Q2: 1,521 shares; 2025Q3: 1,528 shares; 2025Q4: 1,540 shares; 2026Q1: 1,672 shares; 2026Q2: 1,671 shares 1,671 $526K 0.03% -1 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 413 shares; 2026Q1: 573 shares; 2026Q2: 439 shares 439 $525K 0.03% -134 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,297 shares; 2024Q4: 10,458 shares; 2025Q1: 8,836 shares; 2025Q2: 7,928 shares; 2025Q3: 10,628 shares; 2025Q4: 10,703 shares; 2026Q1: 10,764 shares; 2026Q2: 11,015 shares 11,015 $524K 0.03% +251 Timeline VBR 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: 15,595 shares; 2024Q4: 14,632 shares; 2025Q1: 14,255 shares; 2025Q2: 13,532 shares; 2025Q3: 13,784 shares; 2025Q4: 13,712 shares; 2026Q1: 2,568 shares; 2026Q2: 2,151 shares 2,151 $523K 0.03% -417 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,835 shares; 2026Q1: 8,646 shares; 2026Q2: 7,666 shares 7,666 $523K 0.03% -980 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 9,183 shares; 2025Q4: 13,973 shares; 2026Q1: 13,254 shares; 2026Q2: 17,995 shares 17,995 $520K 0.03% +4,741 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,691 shares; 2025Q1: 1,761 shares; 2025Q2: 1,609 shares; 2025Q3: 1,933 shares; 2025Q4: 1,854 shares; 2026Q1: 1,556 shares; 2026Q2: 1,418 shares 1,418 $513K 0.03% -138 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,065 shares 17,065 $507K 0.03% new Timeline FXR 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: 867 shares; 2025Q3: 4,807 shares; 2025Q4: 4,755 shares; 2026Q1: 4,888 shares; 2026Q2: 5,557 shares 5,557 $506K 0.03% +669 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,358 shares; 2024Q4: 5,599 shares; 2025Q1: 7,131 shares; 2025Q2: 8,122 shares; 2025Q3: 8,265 shares; 2025Q4: 8,100 shares; 2026Q1: 8,417 shares; 2026Q2: 10,253 shares 10,253 $506K 0.03% +1,836 Timeline VALE VALE S A More: the full row for VALE S A 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: 33,650 shares; 2025Q4: 33,650 shares; 2026Q1: 33,650 shares; 2026Q2: 33,650 shares 33,650 $506K 0.03% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,089 shares; 2025Q1: 25,711 shares; 2025Q2: 25,421 shares; 2025Q3: 25,258 shares; 2025Q4: 25,130 shares; 2026Q1: 25,855 shares; 2026Q2: 25,870 shares 25,870 $505K 0.03% +15 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,401 shares; 2024Q4: 96,052 shares; 2025Q1: 81,358 shares; 2025Q2: 87,004 shares; 2025Q3: 13,635 shares; 2025Q4: 29,463 shares; 2026Q1: 28,899 shares; 2026Q2: 20,903 shares 20,903 $505K 0.03% -7,996 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS 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: 18,151 shares 18,151 $503K 0.03% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,924 shares; 2025Q3: 5,878 shares; 2025Q4: 6,805 shares; 2026Q1: 7,078 shares; 2026Q2: 11,128 shares 11,128 $502K 0.03% +4,050 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,811 shares; 2025Q1: 2,319 shares; 2025Q2: 5,260 shares; 2025Q3: 5,450 shares; 2025Q4: 2,260 shares; 2026Q1: 2,730 shares; 2026Q2: 3,057 shares 3,057 $500K 0.03% +327 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: 12,887 shares; 2024Q4: 13,730 shares; 2025Q1: 14,082 shares; 2025Q2: 13,038 shares; 2025Q3: 13,021 shares; 2025Q4: 11,327 shares; 2026Q1: 11,543 shares; 2026Q2: 11,633 shares 11,633 $498K 0.03% +90 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: 2,444 shares; 2026Q1: 2,610 shares; 2026Q2: 2,890 shares 2,890 $498K 0.03% +280 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,714 shares; 2024Q4: 29,085 shares; 2025Q1: 31,203 shares; 2025Q2: 31,785 shares; 2025Q3: 8,869 shares; 2025Q4: 8,936 shares; 2026Q1: 4,373 shares; 2026Q2: 5,206 shares 5,206 $497K 0.03% +833 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,121 shares; 2026Q1: 5,979 shares; 2026Q2: 5,303 shares 5,303 $497K 0.03% -676 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 1,517 shares; 2025Q1: 1,379 shares; 2025Q2: 1,462 shares; 2025Q3: 1,385 shares; 2025Q4: 1,498 shares; 2026Q1: 1,447 shares; 2026Q2: 1,398 shares 1,398 $495K 0.03% -49 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,439 shares 15,439 $494K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 3,513 shares; 2025Q4: 2,595 shares; 2026Q1: 3,340 shares; 2026Q2: 3,102 shares 3,102 $492K 0.03% -238 Timeline SLYV 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: 3,450 shares; 2024Q4: 3,505 shares; 2025Q1: 5,458 shares; 2025Q2: 2,997 shares; 2025Q3: 2,851 shares; 2025Q4: 2,711 shares; 2026Q1: 4,591 shares; 2026Q2: 4,507 shares 4,507 $492K 0.03% -84 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,271 shares; 2025Q1: 4,928 shares; 2025Q2: 6,577 shares; 2025Q3: 6,936 shares; 2025Q4: 6,661 shares; 2026Q1: 6,955 shares; 2026Q2: 6,875 shares 6,875 $492K 0.03% -80 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,738 shares; 2024Q4: 7,187 shares; 2025Q1: 7,622 shares; 2025Q2: 8,350 shares; 2025Q3: 8,577 shares; 2025Q4: 8,246 shares; 2026Q1: 8,507 shares; 2026Q2: 8,941 shares 8,941 $489K 0.03% +434 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,081 shares; 2024Q4: 5,013 shares; 2025Q1: 5,039 shares; 2025Q2: 5,174 shares; 2025Q3: 4,735 shares; 2025Q4: 4,732 shares; 2026Q1: 4,669 shares; 2026Q2: 4,704 shares 4,704 $488K 0.03% +35 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME 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: 103,142 shares; 2026Q1: 99,367 shares; 2026Q2: 89,587 shares 89,587 $488K 0.03% -9,780 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,363 shares; 2024Q4: 9,688 shares; 2025Q1: 9,690 shares; 2025Q2: 11,779 shares; 2025Q3: 11,606 shares; 2025Q4: 15,352 shares; 2026Q1: 22,411 shares; 2026Q2: 11,690 shares 11,690 $485K 0.03% -10,721 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,550 shares; 2025Q2: 16,115 shares; 2025Q3: 16,185 shares; 2025Q4: 16,150 shares; 2026Q1: 16,150 shares; 2026Q2: 16,150 shares 16,150 $484K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,380 shares; 2024Q4: 7,791 shares; 2025Q1: 8,555 shares; 2025Q2: 8,268 shares; 2025Q3: 8,414 shares; 2025Q4: 8,130 shares; 2026Q1: 8,273 shares; 2026Q2: 8,583 shares 8,583 $483K 0.03% +310 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,806 shares; 2024Q4: 7,151 shares; 2025Q1: 24,795 shares; 2025Q2: 6,471 shares; 2025Q3: 6,420 shares; 2025Q4: 26,853 shares; 2026Q1: 25,198 shares; 2026Q2: 5,909 shares 5,909 $481K 0.03% -19,289 Timeline ROBT 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: 7,904 shares; 2025Q2: 8,519 shares; 2025Q3: 8,976 shares; 2025Q4: 8,575 shares; 2026Q1: 8,478 shares; 2026Q2: 8,531 shares 8,531 $480K 0.03% +53 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,325 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: not reported; 2025Q4: 1,968 shares; 2026Q1: 1,964 shares; 2026Q2: 1,964 shares 1,964 $476K 0.03% 0 Timeline UAPR 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,385 shares 13,385 $470K 0.03% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 3,784 shares; 2025Q4: 3,764 shares; 2026Q1: 3,814 shares; 2026Q2: 3,641 shares 3,641 $460K 0.03% -173 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 17,006 shares; 2025Q4: 15,195 shares; 2026Q1: 14,668 shares; 2026Q2: 15,912 shares 15,912 $459K 0.03% +1,244 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,953 shares; 2024Q4: 20,011 shares; 2025Q1: 17,179 shares; 2025Q2: 16,310 shares; 2025Q3: 16,327 shares; 2025Q4: 17,472 shares; 2026Q1: 22,885 shares; 2026Q2: 8,991 shares 8,991 $459K 0.03% -13,894 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 1,219 shares; 2025Q1: 1,128 shares; 2025Q2: 1,032 shares; 2025Q3: 1,023 shares; 2025Q4: 1,721 shares; 2026Q1: 1,785 shares; 2026Q2: 2,229 shares 2,229 $457K 0.03% +444 Timeline PRN 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: 14,845 shares; 2024Q4: 13,788 shares; 2025Q1: 16,653 shares; 2025Q2: 17,390 shares; 2025Q3: 15,808 shares; 2025Q4: 1,887 shares; 2026Q1: 1,767 shares; 2026Q2: 1,745 shares 1,745 $455K 0.03% -22 Timeline SFEB 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: 14,285 shares; 2026Q1: 16,719 shares; 2026Q2: 17,329 shares 17,329 $455K 0.03% +610 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,151 shares 9,151 $454K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,577 shares; 2026Q1: 6,727 shares; 2026Q2: 9,593 shares 9,593 $448K 0.03% +2,866 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 14,194 shares; 2025Q4: 14,197 shares; 2026Q1: 14,201 shares; 2026Q2: 13,385 shares 13,385 $444K 0.03% -816 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 197 shares; 2025Q4: 349 shares; 2026Q1: 363 shares; 2026Q2: 320 shares 320 $442K 0.03% -43 Timeline