IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,933 shares; 2024Q4: 110,060 shares; 2025Q1: 108,572 shares; 2025Q2: 107,900 shares; 2025Q3: 108,084 shares; 2025Q4: 108,101 shares; 2026Q1: 109,463 shares; 2026Q2: 112,291 shares 112,291 $84.1M 5.46% +2,828 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: 185,813 shares; 2024Q4: 184,868 shares; 2025Q1: 190,178 shares; 2025Q2: 186,334 shares; 2025Q3: 187,009 shares; 2025Q4: 188,350 shares; 2026Q1: 189,090 shares; 2026Q2: 189,875 shares 189,875 $70.3M 4.56% +785 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,945 shares; 2024Q4: 198,729 shares; 2025Q1: 201,394 shares; 2025Q2: 198,115 shares; 2025Q3: 197,787 shares; 2025Q4: 200,090 shares; 2026Q1: 198,903 shares; 2026Q2: 197,698 shares 197,698 $44.9M 2.91% -1,205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497,139 shares; 2025Q3: 741,133 shares; 2025Q4: 799,806 shares; 2026Q1: 896,693 shares; 2026Q2: 906,468 shares 906,468 $44.8M 2.91% +9,775 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,612 shares; 2024Q4: 60,370 shares; 2025Q1: 60,492 shares; 2025Q2: 60,296 shares; 2025Q3: 60,281 shares; 2025Q4: 59,895 shares; 2026Q1: 61,527 shares; 2026Q2: 60,828 shares 60,828 $42.8M 2.78% -699 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: 165,055 shares; 2024Q4: 169,879 shares; 2025Q1: 154,268 shares; 2025Q2: 152,513 shares; 2025Q3: 152,992 shares; 2025Q4: 144,983 shares; 2026Q1: 142,654 shares; 2026Q2: 140,230 shares 140,230 $40.6M 2.63% -2,424 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: 62,248 shares; 2024Q4: 67,317 shares; 2025Q1: 70,096 shares; 2025Q2: 73,049 shares; 2025Q3: 74,059 shares; 2025Q4: 74,169 shares; 2026Q1: 72,767 shares; 2026Q2: 284,924 shares 284,924 $35.4M 2.3% +212,157 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: 51,713 shares; 2024Q4: 52,437 shares; 2025Q1: 52,639 shares; 2025Q2: 53,410 shares; 2025Q3: 53,994 shares; 2025Q4: 45,197 shares; 2026Q1: 46,256 shares; 2026Q2: 46,816 shares 46,816 $35M 2.27% +560 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: 202,067 shares; 2024Q4: 205,321 shares; 2025Q1: 209,058 shares; 2025Q2: 207,689 shares; 2025Q3: 209,747 shares; 2025Q4: 213,726 shares; 2026Q1: 216,568 shares; 2026Q2: 215,831 shares 215,831 $32M 2.08% -737 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: 25,381 shares; 2024Q4: 25,625 shares; 2025Q1: 25,452 shares; 2025Q2: 27,092 shares; 2025Q3: 28,015 shares; 2025Q4: 28,884 shares; 2026Q1: 29,633 shares; 2026Q2: 30,992 shares 30,992 $22.8M 1.48% +1,359 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: 203,791 shares; 2024Q4: 249,953 shares; 2025Q1: 290,800 shares; 2025Q2: 287,535 shares; 2025Q3: 341,186 shares; 2025Q4: 404,184 shares; 2026Q1: 432,903 shares; 2026Q2: 459,878 shares 459,878 $22.7M 1.47% +26,975 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 516,631 shares; 2025Q1: 545,800 shares; 2025Q2: 730,283 shares; 2025Q3: 751,201 shares; 2025Q4: 771,453 shares; 2026Q1: 784,245 shares; 2026Q2: 816,101 shares 816,101 $22.6M 1.46% +31,856 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: 92,034 shares; 2024Q4: 88,685 shares; 2025Q1: 87,632 shares; 2025Q2: 86,281 shares; 2025Q3: 86,039 shares; 2025Q4: 87,953 shares; 2026Q1: 88,675 shares; 2026Q2: 86,920 shares 86,920 $20.6M 1.34% -1,755 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: 225,849 shares; 2024Q4: 235,772 shares; 2025Q1: 246,332 shares; 2025Q2: 241,177 shares; 2025Q3: 245,944 shares; 2025Q4: 255,607 shares; 2026Q1: 258,250 shares; 2026Q2: 258,647 shares 258,647 $19.9M 1.29% +397 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: 263,824 shares; 2024Q4: 265,515 shares; 2025Q1: 272,299 shares; 2025Q2: 268,425 shares; 2025Q3: 271,803 shares; 2025Q4: 278,444 shares; 2026Q1: 278,974 shares; 2026Q2: 277,047 shares 277,047 $19.7M 1.28% -1,927 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: 63,204 shares; 2024Q4: 64,284 shares; 2025Q1: 64,152 shares; 2025Q2: 63,871 shares; 2025Q3: 63,453 shares; 2025Q4: 62,921 shares; 2026Q1: 66,571 shares; 2026Q2: 64,986 shares 64,986 $19.5M 1.27% -1,585 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,025 shares; 2024Q4: 148,117 shares; 2025Q1: 146,372 shares; 2025Q2: 150,459 shares; 2025Q3: 148,549 shares; 2025Q4: 148,623 shares; 2026Q1: 157,530 shares; 2026Q2: 308,626 shares 308,626 $17.3M 1.13% +151,096 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: 17,649 shares; 2024Q4: 93,376 shares; 2025Q1: 95,661 shares; 2025Q2: 173,000 shares; 2025Q3: 178,406 shares; 2025Q4: 195,266 shares; 2026Q1: 200,390 shares; 2026Q2: 210,243 shares 210,243 $17M 1.11% +9,853 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: 82,671 shares; 2024Q4: 90,413 shares; 2025Q1: 93,883 shares; 2025Q2: 88,355 shares; 2025Q3: 90,679 shares; 2025Q4: 84,913 shares; 2026Q1: 79,615 shares; 2026Q2: 78,311 shares 78,311 $15.7M 1.02% -1,304 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: 181,311 shares; 2024Q4: 220,476 shares; 2025Q1: 239,827 shares; 2025Q2: 238,777 shares; 2025Q3: 264,465 shares; 2025Q4: 313,016 shares; 2026Q1: 323,580 shares; 2026Q2: 330,248 shares 330,248 $15.6M 1.01% +6,668 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,910 shares; 2024Q4: 320,176 shares; 2025Q1: 289,927 shares; 2025Q2: 284,155 shares; 2025Q3: 293,509 shares; 2025Q4: 299,656 shares; 2026Q1: 307,497 shares; 2026Q2: 321,603 shares 321,603 $14.8M 0.96% +14,106 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: 32,430 shares; 2024Q4: 32,769 shares; 2025Q1: 32,871 shares; 2025Q2: 31,923 shares; 2025Q3: 31,859 shares; 2025Q4: 65,140 shares; 2026Q1: 69,869 shares; 2026Q2: 67,050 shares 67,050 $14.3M 0.93% -2,819 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: 28,791 shares; 2024Q4: 91,212 shares; 2025Q1: 123,932 shares; 2025Q2: 153,168 shares; 2025Q3: 245,481 shares; 2025Q4: 307,520 shares; 2026Q1: 316,865 shares; 2026Q2: 326,851 shares 326,851 $12.4M 0.81% +9,986 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: 19,841 shares; 2024Q4: 223,824 shares; 2025Q1: 302,406 shares; 2025Q2: 311,989 shares; 2025Q3: 191,308 shares; 2025Q4: 182,818 shares; 2026Q1: 240,555 shares; 2026Q2: 236,745 shares 236,745 $12M 0.78% -3,810 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: 175,695 shares; 2024Q4: 178,159 shares; 2025Q1: 182,938 shares; 2025Q2: 177,128 shares; 2025Q3: 177,862 shares; 2025Q4: 183,622 shares; 2026Q1: 186,292 shares; 2026Q2: 186,905 shares 186,905 $11.2M 0.72% +613 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: 14,993 shares; 2024Q4: 18,022 shares; 2025Q1: 17,760 shares; 2025Q2: 17,900 shares; 2025Q3: 18,135 shares; 2025Q4: 18,108 shares; 2026Q1: 15,941 shares; 2026Q2: 16,241 shares 16,241 $11.2M 0.72% +300 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: 11,120 shares; 2024Q4: 11,284 shares; 2025Q1: 10,830 shares; 2025Q2: 11,622 shares; 2025Q3: 11,234 shares; 2025Q4: 10,761 shares; 2026Q1: 10,611 shares; 2026Q2: 10,324 shares 10,324 $11M 0.71% -287 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: 103,956 shares; 2024Q4: 105,867 shares; 2025Q1: 106,932 shares; 2025Q2: 107,023 shares; 2025Q3: 110,619 shares; 2025Q4: 110,801 shares; 2026Q1: 141,535 shares; 2026Q2: 140,379 shares 140,379 $10.6M 0.69% -1,156 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: 28,484 shares; 2024Q4: 28,604 shares; 2025Q1: 29,232 shares; 2025Q2: 28,653 shares; 2025Q3: 29,687 shares; 2025Q4: 28,804 shares; 2026Q1: 28,781 shares; 2026Q2: 28,718 shares 28,718 $10.3M 0.67% -63 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: 26,791 shares; 2024Q4: 27,139 shares; 2025Q1: 24,676 shares; 2025Q2: 26,869 shares; 2025Q3: 27,093 shares; 2025Q4: 26,269 shares; 2026Q1: 26,571 shares; 2026Q2: 26,161 shares 26,161 $9.76M 0.63% -410 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: 4,277 shares; 2024Q4: 4,795 shares; 2025Q1: 4,922 shares; 2025Q2: 5,121 shares; 2025Q3: 5,243 shares; 2025Q4: 5,882 shares; 2026Q1: 6,526 shares; 2026Q2: 80,726 shares 80,726 $9.65M 0.63% +74,200 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,615 shares; 2024Q4: 45,976 shares; 2025Q1: 47,070 shares; 2025Q2: 46,540 shares; 2025Q3: 46,867 shares; 2025Q4: 47,647 shares; 2026Q1: 47,580 shares; 2026Q2: 47,010 shares 47,010 $9.4M 0.61% -570 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: 41,988 shares; 2024Q4: 40,233 shares; 2025Q1: 40,563 shares; 2025Q2: 40,575 shares; 2025Q3: 41,415 shares; 2025Q4: 38,700 shares; 2026Q1: 38,016 shares; 2026Q2: 39,366 shares 39,366 $9.38M 0.61% +1,350 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: 85,081 shares; 2024Q4: 84,896 shares; 2025Q1: 90,696 shares; 2025Q2: 89,655 shares; 2025Q3: 90,802 shares; 2025Q4: 101,930 shares; 2026Q1: 175,092 shares; 2026Q2: 173,168 shares 173,168 $9.26M 0.6% -1,924 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,188 shares; 2024Q4: 109,183 shares; 2025Q1: 109,502 shares; 2025Q2: 108,754 shares; 2025Q3: 108,598 shares; 2025Q4: 106,801 shares; 2026Q1: 115,379 shares; 2026Q2: 111,398 shares 111,398 $9.23M 0.6% -3,981 Timeline TOUS 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: not reported; 2025Q1: not reported; 2025Q2: 149,769 shares; 2025Q3: 152,224 shares; 2025Q4: 208,646 shares; 2026Q1: 217,229 shares; 2026Q2: 234,402 shares 234,402 $8.99M 0.58% +17,173 Timeline SCMB 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: 44,860 shares; 2025Q3: 93,440 shares; 2025Q4: 157,865 shares; 2026Q1: 234,570 shares; 2026Q2: 329,854 shares 329,854 $8.52M 0.55% +95,284 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: 3,527 shares; 2024Q4: 50,933 shares; 2025Q1: 53,896 shares; 2025Q2: 59,224 shares; 2025Q3: 65,036 shares; 2025Q4: 65,154 shares; 2026Q1: 59,076 shares; 2026Q2: 63,550 shares 63,550 $8.47M 0.55% +4,474 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: 65,961 shares; 2024Q4: 66,276 shares; 2025Q1: 67,051 shares; 2025Q2: 67,338 shares; 2025Q3: 67,533 shares; 2025Q4: 68,301 shares; 2026Q1: 86,169 shares; 2026Q2: 85,401 shares 85,401 $8.39M 0.54% -768 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: 75,590 shares; 2024Q4: 225,472 shares; 2025Q1: 257,374 shares; 2025Q2: 342,416 shares; 2025Q3: 282,347 shares; 2025Q4: 213,662 shares; 2026Q1: 237,834 shares; 2026Q2: 255,090 shares 255,090 $8.09M 0.53% +17,256 Timeline AVDV 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: 72,217 shares; 2024Q4: 75,508 shares; 2025Q1: 81,336 shares; 2025Q2: 79,410 shares; 2025Q3: 78,404 shares; 2025Q4: 82,072 shares; 2026Q1: 80,411 shares; 2026Q2: 77,457 shares 77,457 $7.98M 0.52% -2,954 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: 157,108 shares; 2025Q1: 162,983 shares; 2025Q2: 162,617 shares; 2025Q3: 164,785 shares; 2025Q4: 168,956 shares; 2026Q1: 177,021 shares; 2026Q2: 185,514 shares 185,514 $7.85M 0.51% +8,493 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,077 shares; 2025Q3: 83,195 shares; 2025Q4: 90,839 shares; 2026Q1: 91,397 shares; 2026Q2: 128,251 shares 128,251 $7.73M 0.5% +36,854 Timeline GRNJ 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: 182,293 shares; 2026Q1: 194,394 shares; 2026Q2: 237,384 shares 237,384 $7.46M 0.48% +42,990 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: 76,118 shares; 2024Q4: 77,718 shares; 2025Q1: 77,945 shares; 2025Q2: 79,361 shares; 2025Q3: 77,958 shares; 2025Q4: 76,296 shares; 2026Q1: 81,953 shares; 2026Q2: 80,021 shares 80,021 $7.33M 0.48% -1,932 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,440 shares; 2024Q4: 88,619 shares; 2025Q1: 91,724 shares; 2025Q2: 89,484 shares; 2025Q3: 91,649 shares; 2025Q4: 92,710 shares; 2026Q1: 97,415 shares; 2026Q2: 96,160 shares 96,160 $7.29M 0.47% -1,255 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,717 shares; 2024Q4: 14,177 shares; 2025Q1: 14,078 shares; 2025Q2: 13,163 shares; 2025Q3: 13,317 shares; 2025Q4: 13,290 shares; 2026Q1: 13,782 shares; 2026Q2: 84,410 shares 84,410 $7.27M 0.47% +70,628 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,218 shares; 2026Q2: 96,279 shares 96,279 $7.27M 0.47% +61 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: 30,877 shares; 2024Q4: 30,711 shares; 2025Q1: 30,818 shares; 2025Q2: 36,732 shares; 2025Q3: 37,988 shares; 2025Q4: 47,625 shares; 2026Q1: 46,629 shares; 2026Q2: 49,162 shares 49,162 $7.21M 0.47% +2,533 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: 30,163 shares; 2024Q4: 30,251 shares; 2025Q1: 29,624 shares; 2025Q2: 28,673 shares; 2025Q3: 29,104 shares; 2025Q4: 27,602 shares; 2026Q1: 29,261 shares; 2026Q2: 28,543 shares 28,543 $7.18M 0.47% -718 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: 8,287 shares; 2024Q4: 7,503 shares; 2025Q1: 6,445 shares; 2025Q2: 5,854 shares; 2025Q3: 6,165 shares; 2025Q4: 5,716 shares; 2026Q1: 5,672 shares; 2026Q2: 5,912 shares 5,912 $7.09M 0.46% +240 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,735 shares; 2024Q4: 99,821 shares; 2025Q1: 101,575 shares; 2025Q2: 88,307 shares; 2025Q3: 80,114 shares; 2025Q4: 78,315 shares; 2026Q1: 76,600 shares; 2026Q2: 75,500 shares 75,500 $7.05M 0.46% -1,100 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 47,375 shares 47,375 $6.48M 0.42% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,513 shares; 2025Q3: 41,516 shares; 2025Q4: 4,158 shares; 2026Q1: 4,076 shares; 2026Q2: 39,695 shares 39,695 $6.41M 0.42% +35,619 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: 4,380 shares; 2026Q1: 57,216 shares; 2026Q2: 82,836 shares 82,836 $6.27M 0.41% +25,620 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: 62,553 shares; 2024Q4: 64,055 shares; 2025Q1: 60,701 shares; 2025Q2: 57,895 shares; 2025Q3: 57,675 shares; 2025Q4: 56,398 shares; 2026Q1: 54,112 shares; 2026Q2: 54,143 shares 54,143 $6.13M 0.4% +31 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,598 shares; 2024Q4: 86,288 shares; 2025Q1: 89,906 shares; 2025Q2: 88,313 shares; 2025Q3: 89,515 shares; 2025Q4: 92,756 shares; 2026Q1: 94,023 shares; 2026Q2: 84,547 shares 84,547 $6.12M 0.4% -9,476 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: 32,480 shares; 2025Q3: 56,260 shares; 2025Q4: 77,709 shares; 2026Q1: 100,855 shares; 2026Q2: 114,523 shares 114,523 $6.12M 0.4% +13,668 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: 24,090 shares; 2024Q4: 23,398 shares; 2025Q1: 22,873 shares; 2025Q2: 23,831 shares; 2025Q3: 24,081 shares; 2025Q4: 22,264 shares; 2026Q1: 22,201 shares; 2026Q2: 23,180 shares 23,180 $5.89M 0.38% +979 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: 22,116 shares; 2024Q4: 58,948 shares; 2025Q1: 178,419 shares; 2025Q2: 221,386 shares; 2025Q3: 230,322 shares; 2025Q4: 230,836 shares; 2026Q1: 211,473 shares; 2026Q2: 171,082 shares 171,082 $5.79M 0.38% -40,391 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 16,724 shares; 2025Q1: 16,666 shares; 2025Q2: 17,288 shares; 2025Q3: 16,969 shares; 2025Q4: 17,858 shares; 2026Q1: 17,857 shares; 2026Q2: 71,662 shares 71,662 $5.77M 0.37% +53,805 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: 18,009 shares; 2024Q4: 17,399 shares; 2025Q1: 17,281 shares; 2025Q2: 18,172 shares; 2025Q3: 18,673 shares; 2025Q4: 17,623 shares; 2026Q1: 17,178 shares; 2026Q2: 17,284 shares 17,284 $5.66M 0.37% +106 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: 14,732 shares; 2024Q4: 14,246 shares; 2025Q1: 13,991 shares; 2025Q2: 11,409 shares; 2025Q3: 11,528 shares; 2025Q4: 12,873 shares; 2026Q1: 24,062 shares; 2026Q2: 25,749 shares 25,749 $5.61M 0.36% +1,687 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: 30,751 shares; 2024Q4: 31,324 shares; 2025Q1: 31,002 shares; 2025Q2: 29,817 shares; 2025Q3: 30,435 shares; 2025Q4: 31,429 shares; 2026Q1: 31,587 shares; 2026Q2: 31,751 shares 31,751 $5.4M 0.35% +164 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: 47,960 shares; 2024Q4: 56,366 shares; 2025Q1: 72,152 shares; 2025Q2: 78,577 shares; 2025Q3: 80,674 shares; 2025Q4: 102,718 shares; 2026Q1: 106,245 shares; 2026Q2: 105,496 shares 105,496 $5.34M 0.35% -749 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: 12,935 shares; 2024Q4: 13,317 shares; 2025Q1: 13,908 shares; 2025Q2: 14,220 shares; 2025Q3: 14,311 shares; 2025Q4: 14,435 shares; 2026Q1: 14,285 shares; 2026Q2: 14,268 shares 14,268 $5.26M 0.34% -17 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: 9,491 shares; 2025Q1: 9,482 shares; 2025Q2: 9,408 shares; 2025Q3: 9,550 shares; 2025Q4: 9,369 shares; 2026Q1: 9,295 shares; 2026Q2: 9,304 shares 9,304 $5.24M 0.34% +9 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: 19,963 shares; 2024Q4: 19,674 shares; 2025Q1: 19,696 shares; 2025Q2: 21,103 shares; 2025Q3: 21,251 shares; 2025Q4: 21,500 shares; 2026Q1: 21,538 shares; 2026Q2: 21,582 shares 21,582 $5.23M 0.34% +44 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: 9,508 shares; 2024Q4: 9,099 shares; 2025Q1: 8,898 shares; 2025Q2: 10,152 shares; 2025Q3: 9,939 shares; 2025Q4: 9,670 shares; 2026Q1: 9,497 shares; 2026Q2: 10,372 shares 10,372 $5.19M 0.34% +875 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,046 shares; 2024Q4: 49,722 shares; 2025Q1: 50,339 shares; 2025Q2: 53,883 shares; 2025Q3: 54,836 shares; 2025Q4: 47,273 shares; 2026Q1: 48,166 shares; 2026Q2: 48,556 shares 48,556 $5.05M 0.33% +390 Timeline SCHH 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: 153,864 shares; 2024Q4: 160,498 shares; 2025Q1: 171,646 shares; 2025Q2: 170,157 shares; 2025Q3: 176,750 shares; 2025Q4: 193,597 shares; 2026Q1: 206,643 shares; 2026Q2: 210,944 shares 210,944 $5M 0.32% +4,301 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: 5,029 shares; 2025Q1: 14,363 shares; 2025Q2: 20,293 shares; 2025Q3: 18,057 shares; 2025Q4: 29,816 shares; 2026Q1: 34,041 shares; 2026Q2: 34,380 shares 34,380 $4.79M 0.31% +339 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,096 shares; 2024Q4: 17,212 shares; 2025Q1: 17,219 shares; 2025Q2: 17,517 shares; 2025Q3: 17,671 shares; 2025Q4: 17,274 shares; 2026Q1: 17,305 shares; 2026Q2: 17,276 shares 17,276 $4.67M 0.3% -29 Timeline 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: 194,711 shares; 2024Q4: 193,594 shares; 2025Q1: 178,405 shares; 2025Q2: 153,458 shares; 2025Q3: 148,730 shares; 2025Q4: 123,704 shares; 2026Q1: 121,349 shares; 2026Q2: 104,816 shares 104,816 $4.66M 0.3% -16,533 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: 107,256 shares; 2025Q1: 111,599 shares; 2025Q2: 116,974 shares; 2025Q3: 550,952 shares; 2025Q4: 578,041 shares; 2026Q1: 589,155 shares; 2026Q2: 167,347 shares 167,347 $4.44M 0.29% -421,808 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: 13,052 shares; 2024Q4: 11,884 shares; 2025Q1: 12,741 shares; 2025Q2: 8,842 shares; 2025Q3: 9,161 shares; 2025Q4: 9,138 shares; 2026Q1: 10,074 shares; 2026Q2: 10,087 shares 10,087 $4.24M 0.28% +13 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: 12,898 shares; 2024Q4: 13,129 shares; 2025Q1: 13,442 shares; 2025Q2: 12,942 shares; 2025Q3: 12,858 shares; 2025Q4: 12,670 shares; 2026Q1: 11,887 shares; 2026Q2: 11,966 shares 11,966 $4.23M 0.27% +79 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,260 shares; 2024Q4: 53,489 shares; 2025Q1: 53,396 shares; 2025Q2: 55,164 shares; 2025Q3: 52,440 shares; 2025Q4: 50,028 shares; 2026Q1: 56,939 shares; 2026Q2: 54,810 shares 54,810 $4.22M 0.27% -2,129 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: 13,288 shares; 2024Q4: 17,693 shares; 2025Q1: 22,489 shares; 2025Q2: 29,700 shares; 2025Q3: 50,584 shares; 2025Q4: 56,013 shares; 2026Q1: 61,144 shares; 2026Q2: 62,940 shares 62,940 $4.13M 0.27% +1,796 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,859 shares; 2024Q4: 28,115 shares; 2025Q1: 28,354 shares; 2025Q2: 28,124 shares; 2025Q3: 27,813 shares; 2025Q4: 29,759 shares; 2026Q1: 34,142 shares; 2026Q2: 36,616 shares 36,616 $4.04M 0.26% +2,474 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,693 shares; 2025Q2: 140,167 shares; 2025Q3: 140,402 shares; 2025Q4: 138,134 shares; 2026Q1: 143,872 shares; 2026Q2: 139,230 shares 139,230 $4.02M 0.26% -4,642 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: 341,315 shares; 2024Q4: 312,801 shares; 2025Q1: 296,824 shares; 2025Q2: 124,293 shares; 2025Q3: 100,615 shares; 2025Q4: 69,481 shares; 2026Q1: 62,663 shares; 2026Q2: 64,281 shares 64,281 $4M 0.26% +1,618 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: 54,941 shares; 2024Q4: 60,136 shares; 2025Q1: 62,668 shares; 2025Q2: 58,857 shares; 2025Q3: 64,246 shares; 2025Q4: 56,793 shares; 2026Q1: 60,054 shares; 2026Q2: 64,288 shares 64,288 $3.95M 0.26% +4,234 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: 15,134 shares; 2024Q4: 15,034 shares; 2025Q1: 12,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,035 shares; 2025Q4: 14,718 shares; 2026Q1: 17,037 shares; 2026Q2: 15,343 shares 15,343 $3.92M 0.25% -1,694 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: 39,399 shares; 2024Q4: 115,120 shares; 2025Q1: 114,331 shares; 2025Q2: 126,397 shares; 2025Q3: 127,320 shares; 2025Q4: 136,116 shares; 2026Q1: 136,644 shares; 2026Q2: 134,510 shares 134,510 $3.9M 0.25% -2,134 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,763 shares; 2024Q4: 13,097 shares; 2025Q1: 13,191 shares; 2025Q2: 12,809 shares; 2025Q3: 12,698 shares; 2025Q4: 12,638 shares; 2026Q1: 13,708 shares; 2026Q2: 13,742 shares 13,742 $3.74M 0.24% +34 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,991 shares; 2024Q4: 8,927 shares; 2025Q1: 10,092 shares; 2025Q2: 10,423 shares; 2025Q3: 13,534 shares; 2025Q4: 24,944 shares; 2026Q1: 34,307 shares; 2026Q2: 38,324 shares 38,324 $3.7M 0.24% +4,017 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,628 shares; 2024Q4: 35,324 shares; 2025Q1: 35,590 shares; 2025Q2: 36,056 shares; 2025Q3: 32,421 shares; 2025Q4: 32,061 shares; 2026Q1: 36,604 shares; 2026Q2: 36,802 shares 36,802 $3.64M 0.24% +198 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,180 shares; 2024Q4: 11,662 shares; 2025Q1: 10,976 shares; 2025Q2: 11,454 shares; 2025Q3: 10,747 shares; 2025Q4: 11,244 shares; 2026Q1: 11,236 shares; 2026Q2: 11,228 shares 11,228 $3.4M 0.22% -8 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 97,310 shares; 2026Q2: 105,904 shares 105,904 $3.4M 0.22% +8,594 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,037 shares; 2024Q4: 7,932 shares; 2025Q1: 7,884 shares; 2025Q2: 7,719 shares; 2025Q3: 7,690 shares; 2025Q4: 7,924 shares; 2026Q1: 8,299 shares; 2026Q2: 8,202 shares 8,202 $3.36M 0.22% -97 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,074 shares; 2024Q4: 17,924 shares; 2025Q1: 17,924 shares; 2025Q2: 18,764 shares; 2025Q3: 18,765 shares; 2025Q4: 18,655 shares; 2026Q1: 20,149 shares; 2026Q2: 20,381 shares 20,381 $3.33M 0.22% +232 Timeline HEQT 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: 200,803 shares; 2024Q4: 197,103 shares; 2025Q1: 152,329 shares; 2025Q2: 163,948 shares; 2025Q3: 159,496 shares; 2025Q4: 106,626 shares; 2026Q1: 99,739 shares; 2026Q2: 99,368 shares 99,368 $3.33M 0.22% -371 Timeline RWR 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: 28,346 shares; 2024Q4: 28,374 shares; 2025Q1: 28,502 shares; 2025Q2: 28,529 shares; 2025Q3: 28,981 shares; 2025Q4: 29,131 shares; 2026Q1: 29,516 shares; 2026Q2: 29,387 shares 29,387 $3.32M 0.22% -129 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: 1,711 shares; 2024Q4: 2,090 shares; 2025Q1: 2,796 shares; 2025Q2: 2,930 shares; 2025Q3: 2,788 shares; 2025Q4: 2,740 shares; 2026Q1: 2,793 shares; 2026Q2: 2,811 shares 2,811 $3.3M 0.21% +18 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: 23,240 shares; 2024Q4: 23,662 shares; 2025Q1: 24,775 shares; 2025Q2: 26,892 shares; 2025Q3: 26,753 shares; 2025Q4: 23,435 shares; 2026Q1: 21,991 shares; 2026Q2: 22,685 shares 22,685 $3.25M 0.21% +694 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: 23,750 shares; 2024Q4: 24,180 shares; 2025Q1: 23,644 shares; 2025Q2: 25,642 shares; 2025Q3: 28,017 shares; 2025Q4: 30,408 shares; 2026Q1: 33,265 shares; 2026Q2: 35,468 shares 35,468 $3.19M 0.21% +2,203 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: 8,145 shares; 2024Q4: 8,021 shares; 2025Q1: 8,217 shares; 2025Q2: 8,153 shares; 2025Q3: 8,990 shares; 2025Q4: 8,477 shares; 2026Q1: 8,304 shares; 2026Q2: 8,251 shares 8,251 $3.12M 0.2% -53 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,524 shares; 2025Q4: 81,832 shares; 2026Q1: 97,081 shares; 2026Q2: 102,782 shares 102,782 $3.08M 0.2% +5,701 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: 22,137 shares; 2024Q4: 22,622 shares; 2025Q1: 22,499 shares; 2025Q2: 22,951 shares; 2025Q3: 23,614 shares; 2025Q4: 30,539 shares; 2026Q1: 25,973 shares; 2026Q2: 23,976 shares 23,976 $3.08M 0.2% -1,997 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,258 shares; 2026Q2: 31,889 shares 31,889 $3.08M 0.2% +28,631 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: 8,738 shares; 2024Q4: 9,065 shares; 2025Q1: 8,100 shares; 2025Q2: 8,318 shares; 2025Q3: 8,555 shares; 2025Q4: 8,193 shares; 2026Q1: 7,340 shares; 2026Q2: 7,102 shares 7,102 $3.03M 0.2% -238 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: 47,924 shares; 2024Q4: 52,582 shares; 2025Q1: 42,052 shares; 2025Q2: 44,167 shares; 2025Q3: 45,821 shares; 2025Q4: 52,574 shares; 2026Q1: 55,727 shares; 2026Q2: 65,886 shares 65,886 $3.01M 0.2% +10,159 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,565 shares; 2024Q4: 13,887 shares; 2025Q1: 15,845 shares; 2025Q2: 15,862 shares; 2025Q3: 19,094 shares; 2025Q4: 27,739 shares; 2026Q1: 32,259 shares; 2026Q2: 33,502 shares 33,502 $2.91M 0.19% +1,243 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: 118,861 shares; 2024Q4: 40,179 shares; 2025Q1: 27,632 shares; 2025Q2: 34,235 shares; 2025Q3: 26,666 shares; 2025Q4: 24,617 shares; 2026Q1: 26,814 shares; 2026Q2: 28,695 shares 28,695 $2.89M 0.19% +1,881 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: 18,293 shares; 2024Q4: 18,839 shares; 2025Q1: 17,171 shares; 2025Q2: 18,877 shares; 2025Q3: 19,189 shares; 2025Q4: 18,021 shares; 2026Q1: 18,973 shares; 2026Q2: 17,310 shares 17,310 $2.87M 0.19% -1,663 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,189 shares; 2026Q1: 35,012 shares; 2026Q2: 37,975 shares 37,975 $2.74M 0.18% +2,963 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: 43,688 shares; 2024Q4: 44,086 shares; 2025Q1: 45,525 shares; 2025Q2: 45,111 shares; 2025Q3: 43,070 shares; 2025Q4: 46,200 shares; 2026Q1: 47,566 shares; 2026Q2: 50,344 shares 50,344 $2.73M 0.18% +2,778 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: 35,938 shares; 2024Q4: 34,361 shares; 2025Q1: 33,382 shares; 2025Q2: 34,021 shares; 2025Q3: 34,724 shares; 2025Q4: 33,446 shares; 2026Q1: 33,011 shares; 2026Q2: 33,471 shares 33,471 $2.72M 0.18% +460 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,819 shares; 2024Q4: 111,482 shares; 2025Q1: 103,737 shares; 2025Q2: 107,124 shares; 2025Q3: 121,643 shares; 2025Q4: 130,272 shares; 2026Q1: 117,711 shares; 2026Q2: 111,433 shares 111,433 $2.7M 0.18% -6,278 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,186 shares; 2024Q4: 31,879 shares; 2025Q1: 31,888 shares; 2025Q2: 31,888 shares; 2025Q3: 31,755 shares; 2025Q4: 31,709 shares; 2026Q1: 31,594 shares; 2026Q2: 31,594 shares 31,594 $2.69M 0.17% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 12,129 shares; 2026Q1: 42,978 shares; 2026Q2: 58,777 shares 58,777 $2.68M 0.17% +15,799 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,880 shares; 2025Q1: 3,612 shares; 2025Q2: 4,204 shares; 2025Q3: 4,241 shares; 2025Q4: 4,634 shares; 2026Q1: 4,816 shares; 2026Q2: 5,048 shares 5,048 $2.64M 0.17% +232 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,749 shares; 2024Q4: 54,847 shares; 2025Q1: 57,324 shares; 2025Q2: 48,176 shares; 2025Q3: 50,061 shares; 2025Q4: 47,800 shares; 2026Q1: 48,149 shares; 2026Q2: 48,759 shares 48,759 $2.59M 0.17% +610 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,994 shares; 2024Q4: 37,147 shares; 2025Q1: 36,992 shares; 2025Q2: 36,862 shares; 2025Q3: 36,726 shares; 2025Q4: 37,675 shares; 2026Q1: 38,037 shares; 2026Q2: 37,757 shares 37,757 $2.58M 0.17% -280 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: 49,229 shares; 2024Q4: 43,650 shares; 2025Q1: 38,214 shares; 2025Q2: 36,349 shares; 2025Q3: 34,739 shares; 2025Q4: 32,614 shares; 2026Q1: 28,884 shares; 2026Q2: 27,429 shares 27,429 $2.51M 0.16% -1,455 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: 7,762 shares; 2024Q4: 7,621 shares; 2025Q1: 7,308 shares; 2025Q2: 7,306 shares; 2025Q3: 7,469 shares; 2025Q4: 7,564 shares; 2026Q1: 7,318 shares; 2026Q2: 7,059 shares 7,059 $2.49M 0.16% -259 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: 10,044 shares; 2024Q4: 9,865 shares; 2025Q1: 9,638 shares; 2025Q2: 9,539 shares; 2025Q3: 9,699 shares; 2025Q4: 8,600 shares; 2026Q1: 7,802 shares; 2026Q2: 7,200 shares 7,200 $2.47M 0.16% -602 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: 16,459 shares; 2024Q4: 16,029 shares; 2025Q1: 16,254 shares; 2025Q2: 16,404 shares; 2025Q3: 15,646 shares; 2025Q4: 17,834 shares; 2026Q1: 15,361 shares; 2026Q2: 16,839 shares 16,839 $2.47M 0.16% +1,478 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: 17,674 shares; 2024Q4: 17,034 shares; 2025Q1: 18,033 shares; 2025Q2: 17,569 shares; 2025Q3: 18,481 shares; 2025Q4: 17,382 shares; 2026Q1: 17,094 shares; 2026Q2: 17,385 shares 17,385 $2.35M 0.15% +291 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: 5,503 shares; 2024Q4: 5,594 shares; 2025Q1: 5,678 shares; 2025Q2: 6,592 shares; 2025Q3: 6,631 shares; 2025Q4: 6,319 shares; 2026Q1: 6,345 shares; 2026Q2: 6,288 shares 6,288 $2.35M 0.15% -57 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,508 shares; 2024Q4: 28,219 shares; 2025Q1: 28,219 shares; 2025Q2: 28,219 shares; 2025Q3: 28,196 shares; 2025Q4: 28,117 shares; 2026Q1: 27,929 shares; 2026Q2: 27,929 shares 27,929 $2.34M 0.15% 0 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: 2,812 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares; 2026Q2: 3,547 shares 3,547 $2.33M 0.15% +80 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,696 shares; 2024Q4: 93,258 shares; 2025Q1: 90,960 shares; 2025Q2: 88,069 shares; 2025Q3: 100,214 shares; 2025Q4: 113,245 shares; 2026Q1: 100,922 shares; 2026Q2: 95,525 shares 95,525 $2.31M 0.15% -5,397 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,089 shares; 2024Q4: 102,385 shares; 2025Q1: 104,320 shares; 2025Q2: 109,003 shares; 2025Q3: 111,343 shares; 2025Q4: 108,779 shares; 2026Q1: 111,501 shares; 2026Q2: 111,621 shares 111,621 $2.3M 0.15% +120 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,655 shares; 2026Q1: 24,871 shares; 2026Q2: 33,697 shares 33,697 $2.29M 0.15% +8,826 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,600 shares; 2024Q4: 58,207 shares; 2025Q1: 57,866 shares; 2025Q2: 58,122 shares; 2025Q3: 57,830 shares; 2025Q4: 59,444 shares; 2026Q1: 59,123 shares; 2026Q2: 60,913 shares 60,913 $2.25M 0.15% +1,790 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,227 shares; 2024Q4: 9,427 shares; 2025Q1: 9,229 shares; 2025Q2: 9,730 shares; 2025Q3: 9,732 shares; 2025Q4: 9,986 shares; 2026Q1: 11,012 shares; 2026Q2: 14,343 shares 14,343 $2.24M 0.15% +3,331 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,812 shares; 2024Q4: 63,550 shares; 2025Q1: 60,909 shares; 2025Q2: 57,306 shares; 2025Q3: 58,134 shares; 2025Q4: 72,263 shares; 2026Q1: 62,400 shares; 2026Q2: 60,578 shares 60,578 $2.23M 0.14% -1,822 Timeline PSLV 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: 103,781 shares; 2024Q4: 105,613 shares; 2025Q1: 106,042 shares; 2025Q2: 108,217 shares; 2025Q3: 115,610 shares; 2025Q4: 118,229 shares; 2026Q1: 119,903 shares; 2026Q2: 117,482 shares 117,482 $2.22M 0.14% -2,421 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: 12,842 shares; 2024Q4: 14,105 shares; 2025Q1: 16,239 shares; 2025Q2: 18,305 shares; 2025Q3: 20,224 shares; 2025Q4: 10,573 shares; 2026Q1: 7,556 shares; 2026Q2: 7,235 shares 7,235 $2.19M 0.14% -321 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,995 shares; 2024Q4: 10,808 shares; 2025Q1: 10,955 shares; 2025Q2: 8,540 shares; 2025Q3: 9,056 shares; 2025Q4: 11,216 shares; 2026Q1: 48,061 shares; 2026Q2: 47,561 shares 47,561 $2.16M 0.14% -500 Timeline FV 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: 34,638 shares; 2024Q4: 35,238 shares; 2025Q1: 31,038 shares; 2025Q2: 28,987 shares; 2025Q3: 28,554 shares; 2025Q4: 28,489 shares; 2026Q1: 29,561 shares; 2026Q2: 28,477 shares 28,477 $2.16M 0.14% -1,084 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,552 shares; 2024Q4: 24,340 shares; 2025Q1: 24,441 shares; 2025Q2: 24,441 shares; 2025Q3: 24,441 shares; 2025Q4: 24,441 shares; 2026Q1: 24,179 shares; 2026Q2: 24,179 shares 24,179 $2.15M 0.14% 0 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,069 shares; 2025Q1: 67,522 shares; 2025Q2: 67,634 shares; 2025Q3: 58,701 shares; 2025Q4: 50,830 shares; 2026Q1: 64,038 shares; 2026Q2: 64,012 shares 64,012 $2.14M 0.14% -26 Timeline PBMY PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 67,908 shares 67,908 $2.12M 0.14% new 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: 33,311 shares; 2024Q4: 40,859 shares; 2025Q1: 43,190 shares; 2025Q2: 45,722 shares; 2025Q3: 37,037 shares; 2025Q4: 39,187 shares; 2026Q1: 44,425 shares; 2026Q2: 46,506 shares 46,506 $2.12M 0.14% +2,081 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,514 shares; 2025Q1: 7,498 shares; 2025Q2: 8,737 shares; 2025Q3: 11,339 shares; 2025Q4: 13,682 shares; 2026Q1: 33,529 shares; 2026Q2: 34,930 shares 34,930 $2.09M 0.14% +1,401 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: 18,481 shares; 2024Q4: 19,035 shares; 2025Q1: 18,555 shares; 2025Q2: 17,696 shares; 2025Q3: 17,874 shares; 2025Q4: 17,159 shares; 2026Q1: 16,528 shares; 2026Q2: 16,371 shares 16,371 $2.07M 0.13% -157 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: 26,598 shares; 2024Q4: 25,437 shares; 2025Q1: 27,088 shares; 2025Q2: 24,969 shares; 2025Q3: 23,582 shares; 2025Q4: 22,770 shares; 2026Q1: 22,743 shares; 2026Q2: 22,455 shares 22,455 $2.04M 0.13% -288 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: 3,973 shares; 2024Q4: 4,273 shares; 2025Q1: 4,350 shares; 2025Q2: 3,996 shares; 2025Q3: 4,029 shares; 2025Q4: 4,109 shares; 2026Q1: 4,023 shares; 2026Q2: 3,948 shares 3,948 $2.03M 0.13% -75 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,791 shares; 2024Q4: 18,231 shares; 2025Q1: 18,068 shares; 2025Q2: 18,173 shares; 2025Q3: 18,227 shares; 2025Q4: 19,096 shares; 2026Q1: 19,088 shares; 2026Q2: 19,353 shares 19,353 $2.01M 0.13% +265 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,726 shares; 2024Q4: 99,996 shares; 2025Q1: 114,470 shares; 2025Q2: 118,196 shares; 2025Q3: 126,706 shares; 2025Q4: 123,790 shares; 2026Q1: 127,569 shares; 2026Q2: 130,988 shares 130,988 $1.91M 0.12% +3,419 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: 14,698 shares; 2024Q4: 14,704 shares; 2025Q1: 16,078 shares; 2025Q2: 17,583 shares; 2025Q3: 16,669 shares; 2025Q4: 16,908 shares; 2026Q1: 16,387 shares; 2026Q2: 16,709 shares 16,709 $1.89M 0.12% +322 Timeline COWG 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: 13,105 shares; 2025Q2: 194,977 shares; 2025Q3: 215,741 shares; 2025Q4: 58,397 shares; 2026Q1: 50,735 shares; 2026Q2: 46,723 shares 46,723 $1.88M 0.12% -4,012 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,035 shares; 2024Q4: 77,104 shares; 2025Q1: 77,718 shares; 2025Q2: 78,558 shares; 2025Q3: 82,084 shares; 2025Q4: 79,822 shares; 2026Q1: 87,566 shares; 2026Q2: 88,674 shares 88,674 $1.85M 0.12% +1,108 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,546 shares; 2025Q4: 33,408 shares; 2026Q1: 46,359 shares; 2026Q2: 51,825 shares 51,825 $1.79M 0.12% +5,466 Timeline JGRO 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: 4,193 shares; 2024Q4: 70,152 shares; 2025Q1: 77,417 shares; 2025Q2: 29,998 shares; 2025Q3: 29,165 shares; 2025Q4: 22,363 shares; 2026Q1: 21,311 shares; 2026Q2: 18,178 shares 18,178 $1.79M 0.12% -3,133 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: 47,677 shares; 2024Q4: 43,819 shares; 2025Q1: 45,058 shares; 2025Q2: 42,868 shares; 2025Q3: 43,407 shares; 2025Q4: 40,352 shares; 2026Q1: 38,134 shares; 2026Q2: 41,835 shares 41,835 $1.77M 0.11% +3,701 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: 24,551 shares; 2024Q4: 23,676 shares; 2025Q1: 22,253 shares; 2025Q2: 19,654 shares; 2025Q3: 19,655 shares; 2025Q4: 19,005 shares; 2026Q1: 18,915 shares; 2026Q2: 18,568 shares 18,568 $1.73M 0.11% -347 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,493 shares; 2024Q4: 28,890 shares; 2025Q1: 30,159 shares; 2025Q2: 30,859 shares; 2025Q3: 30,890 shares; 2025Q4: 30,565 shares; 2026Q1: 44,799 shares; 2026Q2: 43,867 shares 43,867 $1.73M 0.11% -932 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: 9,641 shares; 2024Q4: 9,643 shares; 2025Q1: 9,793 shares; 2025Q2: 8,806 shares; 2025Q3: 9,474 shares; 2025Q4: 9,404 shares; 2026Q1: 8,318 shares; 2026Q2: 9,566 shares 9,566 $1.73M 0.11% +1,248 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,427 shares; 2024Q4: 41,427 shares; 2025Q1: 41,427 shares; 2025Q2: 41,252 shares; 2025Q3: 41,427 shares; 2025Q4: 41,427 shares; 2026Q1: 33,301 shares; 2026Q2: 33,301 shares 33,301 $1.72M 0.11% 0 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: 7,583 shares; 2024Q4: 6,758 shares; 2025Q1: 6,935 shares; 2025Q2: 6,762 shares; 2025Q3: 6,890 shares; 2025Q4: 5,184 shares; 2026Q1: 5,882 shares; 2026Q2: 4,729 shares 4,729 $1.71M 0.11% -1,153 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: 19,550 shares; 2024Q4: 19,556 shares; 2025Q1: 19,561 shares; 2025Q2: 19,423 shares; 2025Q3: 19,049 shares; 2025Q4: 19,053 shares; 2026Q1: 19,132 shares; 2026Q2: 19,353 shares 19,353 $1.7M 0.11% +221 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: 20,268 shares; 2024Q4: 20,896 shares; 2025Q1: 20,941 shares; 2025Q2: 19,521 shares; 2025Q3: 20,395 shares; 2025Q4: 17,896 shares; 2026Q1: 17,649 shares; 2026Q2: 17,667 shares 17,667 $1.69M 0.11% +18 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,579 shares; 2024Q4: 12,204 shares; 2025Q1: 12,295 shares; 2025Q2: 11,885 shares; 2025Q3: 11,670 shares; 2025Q4: 11,225 shares; 2026Q1: 10,650 shares; 2026Q2: 10,900 shares 10,900 $1.69M 0.11% +250 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: 9,742 shares; 2024Q4: 10,503 shares; 2025Q1: 10,550 shares; 2025Q2: 10,653 shares; 2025Q3: 10,470 shares; 2025Q4: 10,840 shares; 2026Q1: 10,595 shares; 2026Q2: 10,290 shares 10,290 $1.67M 0.11% -305 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,641 shares; 2024Q4: 10,732 shares; 2025Q1: 9,844 shares; 2025Q2: 10,008 shares; 2025Q3: 9,968 shares; 2025Q4: 9,664 shares; 2026Q1: 9,773 shares; 2026Q2: 9,730 shares 9,730 $1.64M 0.11% -43 Timeline AFLG 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: 16,460 shares; 2024Q4: 21,650 shares; 2025Q1: 25,000 shares; 2025Q2: 29,060 shares; 2025Q3: 32,942 shares; 2025Q4: 33,198 shares; 2026Q1: 35,862 shares; 2026Q2: 37,612 shares 37,612 $1.63M 0.11% +1,750 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: 3,769 shares; 2024Q4: 3,686 shares; 2025Q1: 3,901 shares; 2025Q2: 4,001 shares; 2025Q3: 4,405 shares; 2025Q4: 3,950 shares; 2026Q1: 3,696 shares; 2026Q2: 3,404 shares 3,404 $1.63M 0.11% -292 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,034 shares; 2024Q4: 34,792 shares; 2025Q1: 37,139 shares; 2025Q2: 41,514 shares; 2025Q3: 41,535 shares; 2025Q4: 60,805 shares; 2026Q1: 64,669 shares; 2026Q2: 68,360 shares 68,360 $1.62M 0.11% +3,691 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,217 shares; 2026Q1: 12,439 shares; 2026Q2: 20,725 shares 20,725 $1.6M 0.1% +8,286 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 34,786 shares 34,786 $1.6M 0.1% new 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: 3,693 shares; 2024Q4: 3,977 shares; 2025Q1: 3,819 shares; 2025Q2: 3,820 shares; 2025Q3: 3,833 shares; 2025Q4: 7,182 shares; 2026Q1: 7,966 shares; 2026Q2: 8,298 shares 8,298 $1.58M 0.1% +332 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: 17,819 shares; 2024Q4: 17,566 shares; 2025Q1: 16,751 shares; 2025Q2: 16,706 shares; 2025Q3: 16,124 shares; 2025Q4: 32,612 shares; 2026Q1: 32,782 shares; 2026Q2: 29,068 shares 29,068 $1.54M 0.1% -3,714 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: 18,651 shares; 2024Q4: 19,103 shares; 2025Q1: 19,778 shares; 2025Q2: 19,576 shares; 2025Q3: 19,225 shares; 2025Q4: 20,306 shares; 2026Q1: 21,214 shares; 2026Q2: 21,357 shares 21,357 $1.54M 0.1% +143 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: 800 shares; 2026Q2: 673 shares 673 $1.53M 0.1% -127 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: 76,947 shares; 2024Q4: 70,644 shares; 2025Q1: 73,223 shares; 2025Q2: 72,662 shares; 2025Q3: 73,088 shares; 2025Q4: 71,877 shares; 2026Q1: 72,246 shares; 2026Q2: 73,246 shares 73,246 $1.52M 0.1% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,446 shares; 2026Q1: 18,871 shares; 2026Q2: 21,034 shares 21,034 $1.52M 0.1% +2,163 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: 3,933 shares; 2024Q4: 3,902 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,902 shares; 2025Q4: 3,896 shares; 2026Q1: 3,896 shares; 2026Q2: 3,896 shares 3,896 $1.51M 0.1% 0 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: 17,339 shares; 2024Q4: 17,132 shares; 2025Q1: 16,949 shares; 2025Q2: 16,643 shares; 2025Q3: 16,476 shares; 2025Q4: 16,018 shares; 2026Q1: 15,796 shares; 2026Q2: 15,520 shares 15,520 $1.49M 0.1% -276 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,194 shares; 2024Q4: 18,875 shares; 2025Q1: 18,642 shares; 2025Q2: 18,662 shares; 2025Q3: 16,273 shares; 2025Q4: 16,009 shares; 2026Q1: 18,435 shares; 2026Q2: 17,868 shares 17,868 $1.48M 0.1% -567 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: 14,064 shares; 2024Q4: 13,961 shares; 2025Q1: 14,451 shares; 2025Q2: 14,657 shares; 2025Q3: 15,034 shares; 2025Q4: 15,023 shares; 2026Q1: 14,367 shares; 2026Q2: 15,619 shares 15,619 $1.47M 0.1% +1,252 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,994 shares; 2024Q4: 21,494 shares; 2025Q1: 21,369 shares; 2025Q2: 19,087 shares; 2025Q3: 18,727 shares; 2025Q4: 19,027 shares; 2026Q1: 18,927 shares; 2026Q2: 18,927 shares 18,927 $1.46M 0.09% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,153 shares; 2024Q4: 5,121 shares; 2025Q1: 5,432 shares; 2025Q2: 4,943 shares; 2025Q3: 5,032 shares; 2025Q4: 4,669 shares; 2026Q1: 4,570 shares; 2026Q2: 4,569 shares 4,569 $1.43M 0.09% -1 Timeline GWX 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: 32,562 shares; 2024Q4: 32,415 shares; 2025Q1: 33,062 shares; 2025Q2: 32,677 shares; 2025Q3: 32,824 shares; 2025Q4: 32,656 shares; 2026Q1: 32,644 shares; 2026Q2: 32,644 shares 32,644 $1.43M 0.09% 0 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: 6,455 shares; 2024Q4: 6,365 shares; 2025Q1: 4,371 shares; 2025Q2: 5,577 shares; 2025Q3: 5,534 shares; 2025Q4: 5,558 shares; 2026Q1: 5,502 shares; 2026Q2: 5,456 shares 5,456 $1.42M 0.09% -46 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,786 shares; 2024Q4: 53,441 shares; 2025Q1: 55,243 shares; 2025Q2: 52,893 shares; 2025Q3: 56,164 shares; 2025Q4: 63,666 shares; 2026Q1: 57,426 shares; 2026Q2: 55,736 shares 55,736 $1.41M 0.09% -1,690 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,252 shares; 2026Q1: 7,992 shares; 2026Q2: 8,451 shares 8,451 $1.4M 0.09% +459 Timeline MTBA 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: 18,253 shares; 2025Q2: 19,553 shares; 2025Q3: 21,254 shares; 2025Q4: 22,555 shares; 2026Q1: 25,872 shares; 2026Q2: 28,423 shares 28,423 $1.39M 0.09% +2,551 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: 3,447 shares; 2024Q4: 3,245 shares; 2025Q1: 3,526 shares; 2025Q2: 5,312 shares; 2025Q3: 5,287 shares; 2025Q4: 4,915 shares; 2026Q1: 4,988 shares; 2026Q2: 4,943 shares 4,943 $1.39M 0.09% -45 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: 20,340 shares; 2024Q4: 19,171 shares; 2025Q1: 9,187 shares; 2025Q2: 12,591 shares; 2025Q3: 11,020 shares; 2025Q4: 9,652 shares; 2026Q1: 10,449 shares; 2026Q2: 9,945 shares 9,945 $1.39M 0.09% -504 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,320 shares; 2026Q2: 29,320 shares 29,320 $1.39M 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,195 shares; 2024Q4: 12,635 shares; 2025Q1: 12,778 shares; 2025Q2: 13,113 shares; 2025Q3: 12,348 shares; 2025Q4: 11,735 shares; 2026Q1: 11,645 shares; 2026Q2: 11,780 shares 11,780 $1.39M 0.09% +135 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 2,298 shares; 2025Q4: 3,705 shares; 2026Q1: 5,648 shares; 2026Q2: 7,197 shares 7,197 $1.38M 0.09% +1,549 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: 3,288 shares; 2024Q4: 3,627 shares; 2025Q1: 3,875 shares; 2025Q2: 3,928 shares; 2025Q3: 3,958 shares; 2025Q4: 3,961 shares; 2026Q1: 3,636 shares; 2026Q2: 3,647 shares 3,647 $1.33M 0.09% +11 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: 6,131 shares; 2024Q4: 5,881 shares; 2025Q1: 5,800 shares; 2025Q2: 6,533 shares; 2025Q3: 7,519 shares; 2025Q4: 7,106 shares; 2026Q1: 6,987 shares; 2026Q2: 6,989 shares 6,989 $1.33M 0.09% +2 Timeline EQL 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: 10,200 shares; 2024Q4: 10,650 shares; 2025Q1: 10,750 shares; 2025Q2: 32,450 shares; 2025Q3: 30,700 shares; 2025Q4: 30,000 shares; 2026Q1: 27,850 shares; 2026Q2: 26,260 shares 26,260 $1.32M 0.09% -1,590 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: 62,512 shares; 2024Q4: 64,053 shares; 2025Q1: 65,967 shares; 2025Q2: 70,191 shares; 2025Q3: 30,473 shares; 2025Q4: 25,326 shares; 2026Q1: 23,831 shares; 2026Q2: 23,375 shares 23,375 $1.32M 0.09% -456 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,942 shares; 2025Q1: 6,550 shares; 2025Q2: 5,784 shares; 2025Q3: 5,383 shares; 2025Q4: 4,148 shares; 2026Q1: 3,840 shares; 2026Q2: 4,411 shares 4,411 $1.31M 0.09% +571 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 7,000 shares 7,000 $1.31M 0.09% +1,000 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,976 shares; 2024Q4: 9,881 shares; 2025Q1: 8,969 shares; 2025Q2: 8,948 shares; 2025Q3: 9,223 shares; 2025Q4: 9,676 shares; 2026Q1: 9,768 shares; 2026Q2: 9,701 shares 9,701 $1.31M 0.08% -67 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: 24,416 shares; 2024Q4: 23,616 shares; 2025Q1: 19,816 shares; 2025Q2: 21,673 shares; 2025Q3: 21,678 shares; 2025Q4: 21,622 shares; 2026Q1: 21,427 shares; 2026Q2: 21,128 shares 21,128 $1.3M 0.08% -299 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: 2,163 shares; 2024Q4: 1,931 shares; 2025Q1: 1,865 shares; 2025Q2: 2,072 shares; 2025Q3: 2,082 shares; 2025Q4: 2,453 shares; 2026Q1: 2,036 shares; 2026Q2: 2,040 shares 2,040 $1.29M 0.08% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,569 shares; 2024Q4: 31,609 shares; 2025Q1: 32,201 shares; 2025Q2: 25,806 shares; 2025Q3: 30,047 shares; 2025Q4: 37,788 shares; 2026Q1: 36,974 shares; 2026Q2: 38,782 shares 38,782 $1.29M 0.08% +1,808 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,057 shares; 2025Q1: 2,238 shares; 2025Q2: 3,917 shares; 2025Q3: 3,962 shares; 2025Q4: 2,602 shares; 2026Q1: 2,851 shares; 2026Q2: 2,214 shares 2,214 $1.29M 0.08% -637 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 2,911 shares; 2025Q4: 3,856 shares; 2026Q1: 3,693 shares; 2026Q2: 3,813 shares 3,813 $1.28M 0.08% +120 Timeline FDEM 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: 32,125 shares; 2026Q2: 34,954 shares 34,954 $1.27M 0.08% +2,829 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: 10,151 shares; 2024Q4: 10,424 shares; 2025Q1: 9,720 shares; 2025Q2: 8,126 shares; 2025Q3: 7,613 shares; 2025Q4: 7,524 shares; 2026Q1: 7,834 shares; 2026Q2: 7,950 shares 7,950 $1.26M 0.08% +116 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,120 shares; 2024Q4: 22,638 shares; 2025Q1: 20,550 shares; 2025Q2: 18,906 shares; 2025Q3: 14,306 shares; 2025Q4: 13,259 shares; 2026Q1: 12,602 shares; 2026Q2: 12,970 shares 12,970 $1.25M 0.08% +368 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,281 shares; 2024Q4: 14,109 shares; 2025Q1: 14,196 shares; 2025Q2: 14,830 shares; 2025Q3: 15,318 shares; 2025Q4: 16,438 shares; 2026Q1: 18,753 shares; 2026Q2: 18,620 shares 18,620 $1.25M 0.08% -133 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,424 shares; 2024Q4: 29,800 shares; 2025Q1: 28,086 shares; 2025Q2: 28,136 shares; 2025Q3: 26,911 shares; 2025Q4: 26,116 shares; 2026Q1: 26,162 shares; 2026Q2: 25,723 shares 25,723 $1.24M 0.08% -439 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: 24,721 shares; 2024Q4: 24,713 shares; 2025Q1: 26,862 shares; 2025Q2: 25,325 shares; 2025Q3: 24,344 shares; 2025Q4: 19,808 shares; 2026Q1: 19,436 shares; 2026Q2: 20,446 shares 20,446 $1.23M 0.08% +1,010 Timeline EWX 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: 16,239 shares; 2024Q4: 15,987 shares; 2025Q1: 15,999 shares; 2025Q2: 15,843 shares; 2025Q3: 16,013 shares; 2025Q4: 16,323 shares; 2026Q1: 16,503 shares; 2026Q2: 16,503 shares 16,503 $1.23M 0.08% 0 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: 16,436 shares; 2024Q4: 20,418 shares; 2025Q1: 21,464 shares; 2025Q2: 22,986 shares; 2025Q3: 24,763 shares; 2025Q4: 24,298 shares; 2026Q1: 24,382 shares; 2026Q2: 28,329 shares 28,329 $1.22M 0.08% +3,947 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: 2,144 shares; 2024Q4: 2,069 shares; 2025Q1: 2,063 shares; 2025Q2: 2,191 shares; 2025Q3: 2,175 shares; 2025Q4: 18,884 shares; 2026Q1: 18,740 shares; 2026Q2: 17,077 shares 17,077 $1.22M 0.08% -1,663 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: 25,735 shares; 2024Q4: 24,335 shares; 2025Q1: 24,235 shares; 2025Q2: 22,585 shares; 2025Q3: 22,665 shares; 2025Q4: 22,465 shares; 2026Q1: 21,165 shares; 2026Q2: 21,185 shares 21,185 $1.19M 0.08% +20 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: 2,231 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,843 shares; 2025Q4: 1,750 shares; 2026Q1: 1,660 shares; 2026Q2: 1,664 shares 1,664 $1.19M 0.08% +4 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: 655 shares; 2025Q1: 726 shares; 2025Q2: 835 shares; 2025Q3: 819 shares; 2025Q4: 1,160 shares; 2026Q1: 1,146 shares; 2026Q2: 1,163 shares 1,163 $1.18M 0.08% +17 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 14,107 shares; 2026Q1: 19,836 shares; 2026Q2: 20,572 shares 20,572 $1.17M 0.08% +736 Timeline FREL 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: 37,238 shares; 2024Q4: 36,512 shares; 2025Q1: 36,797 shares; 2025Q2: 36,797 shares; 2025Q3: 40,281 shares; 2025Q4: 40,281 shares; 2026Q1: 40,281 shares; 2026Q2: 39,931 shares 39,931 $1.17M 0.08% -350 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,060 shares; 2025Q4: 16,305 shares; 2026Q1: 17,993 shares; 2026Q2: 19,755 shares 19,755 $1.16M 0.08% +1,762 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,728 shares; 2024Q4: 53,224 shares; 2025Q1: 58,377 shares; 2025Q2: 67,626 shares; 2025Q3: 70,629 shares; 2025Q4: 75,172 shares; 2026Q1: 77,851 shares; 2026Q2: 79,439 shares 79,439 $1.16M 0.07% +1,588 Timeline EQWL 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: 8,175 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 9,075 shares; 2025Q3: 8,975 shares; 2025Q4: 8,875 shares; 2026Q1: 8,925 shares; 2026Q2: 8,925 shares 8,925 $1.15M 0.07% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,548 shares; 2025Q4: 823 shares; 2026Q1: 1,014 shares; 2026Q2: 980 shares 980 $1.13M 0.07% -34 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: 5,308 shares; 2024Q4: 5,366 shares; 2025Q1: 7,199 shares; 2025Q2: 5,480 shares; 2025Q3: 5,829 shares; 2025Q4: 6,060 shares; 2026Q1: 6,248 shares; 2026Q2: 6,098 shares 6,098 $1.13M 0.07% -150 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,565 shares; 2024Q4: 12,346 shares; 2025Q1: 11,848 shares; 2025Q2: 11,226 shares; 2025Q3: 11,421 shares; 2025Q4: 11,253 shares; 2026Q1: 10,929 shares; 2026Q2: 10,885 shares 10,885 $1.13M 0.07% -44 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,175 shares; 2024Q4: 10,373 shares; 2025Q1: 9,371 shares; 2025Q2: 7,268 shares; 2025Q3: 7,072 shares; 2025Q4: 7,974 shares; 2026Q1: 7,926 shares; 2026Q2: 7,119 shares 7,119 $1.13M 0.07% -807 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,347 shares; 2026Q1: 25,869 shares; 2026Q2: 36,317 shares 36,317 $1.1M 0.07% +10,448 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,917 shares; 2024Q4: 140,710 shares; 2025Q1: 141,407 shares; 2025Q2: 142,485 shares; 2025Q3: 129,880 shares; 2025Q4: 125,900 shares; 2026Q1: 119,091 shares; 2026Q2: 119,388 shares 119,388 $1.1M 0.07% +297 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 8,610 shares; 2025Q4: 8,796 shares; 2026Q1: 18,801 shares; 2026Q2: 21,588 shares 21,588 $1.1M 0.07% +2,787 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,183 shares; 2024Q4: 11,255 shares; 2025Q1: 11,608 shares; 2025Q2: 11,998 shares; 2025Q3: 11,249 shares; 2025Q4: 10,007 shares; 2026Q1: 10,414 shares; 2026Q2: 10,466 shares 10,466 $1.09M 0.07% +52 Timeline AMLP 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: 14,957 shares; 2024Q4: 15,057 shares; 2025Q1: 16,986 shares; 2025Q2: 16,202 shares; 2025Q3: 15,368 shares; 2025Q4: 19,213 shares; 2026Q1: 21,048 shares; 2026Q2: 20,957 shares 20,957 $1.09M 0.07% -91 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: 2,101 shares; 2024Q4: 2,161 shares; 2025Q1: 2,222 shares; 2025Q2: 2,368 shares; 2025Q3: 2,271 shares; 2025Q4: 2,184 shares; 2026Q1: 2,112 shares; 2026Q2: 2,592 shares 2,592 $1.08M 0.07% +480 Timeline IFV 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: 9,075 shares; 2025Q4: 28,426 shares; 2026Q1: 38,287 shares; 2026Q2: 39,771 shares 39,771 $1.07M 0.07% +1,484 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: 8,066 shares; 2024Q4: 7,925 shares; 2025Q1: 7,624 shares; 2025Q2: 7,632 shares; 2025Q3: 7,815 shares; 2025Q4: 7,424 shares; 2026Q1: 7,551 shares; 2026Q2: 7,687 shares 7,687 $1.05M 0.07% +136 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,592 shares; 2025Q4: 7,609 shares; 2026Q1: 18,919 shares; 2026Q2: 21,809 shares 21,809 $1.04M 0.07% +2,890 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,293 shares; 2026Q2: 20,493 shares 20,493 $1.03M 0.07% +200 PBAP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 33,333 shares 33,333 $1.03M 0.07% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,888 shares; 2024Q4: 17,304 shares; 2025Q1: 17,108 shares; 2025Q2: 16,491 shares; 2025Q3: 16,007 shares; 2025Q4: 16,254 shares; 2026Q1: 15,753 shares; 2026Q2: 19,180 shares 19,180 $1.03M 0.07% +3,427 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: 9,255 shares; 2024Q4: 8,947 shares; 2025Q1: 9,134 shares; 2025Q2: 9,169 shares; 2025Q3: 9,752 shares; 2025Q4: 8,936 shares; 2026Q1: 8,913 shares; 2026Q2: 8,731 shares 8,731 $1.03M 0.07% -182 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: 36,607 shares; 2024Q4: 37,868 shares; 2025Q1: 42,263 shares; 2025Q2: 45,611 shares; 2025Q3: 50,031 shares; 2025Q4: 25,916 shares; 2026Q1: 20,206 shares; 2026Q2: 20,978 shares 20,978 $1.02M 0.07% +772 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,173 shares; 2024Q4: 86,923 shares; 2025Q1: 96,431 shares; 2025Q2: 103,750 shares; 2025Q3: 117,540 shares; 2025Q4: 123,026 shares; 2026Q1: 78,157 shares; 2026Q2: 79,671 shares 79,671 $1.02M 0.07% +1,514 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: 12,028 shares; 2024Q4: 12,033 shares; 2025Q1: 12,335 shares; 2025Q2: 12,445 shares; 2025Q3: 12,138 shares; 2025Q4: 11,505 shares; 2026Q1: 12,308 shares; 2026Q2: 12,164 shares 12,164 $1.02M 0.07% -144 Timeline AFMC 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: 12,206 shares; 2024Q4: 15,076 shares; 2025Q1: 16,621 shares; 2025Q2: 17,026 shares; 2025Q3: 19,856 shares; 2025Q4: 19,273 shares; 2026Q1: 20,974 shares; 2026Q2: 24,549 shares 24,549 $1.01M 0.07% +3,575 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,078 shares; 2024Q4: 6,832 shares; 2025Q1: 6,583 shares; 2025Q2: 6,476 shares; 2025Q3: 6,693 shares; 2025Q4: 6,803 shares; 2026Q1: 10,210 shares; 2026Q2: 11,973 shares 11,973 $1M 0.07% +1,763 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,724 shares; 2024Q4: 21,565 shares; 2025Q1: 21,502 shares; 2025Q2: 21,367 shares; 2025Q3: 21,474 shares; 2025Q4: 21,934 shares; 2026Q1: 22,244 shares; 2026Q2: 22,244 shares 22,244 $1M 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,300 shares; 2024Q4: 20,482 shares; 2025Q1: 21,950 shares; 2025Q2: 21,321 shares; 2025Q3: 20,875 shares; 2025Q4: 21,426 shares; 2026Q1: 21,429 shares; 2026Q2: 21,482 shares 21,482 $999K 0.06% +53 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,312 shares 4,312 $965K 0.06% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,451 shares; 2024Q4: 6,717 shares; 2025Q1: 6,801 shares; 2025Q2: 6,807 shares; 2025Q3: 7,349 shares; 2025Q4: 7,849 shares; 2026Q1: 8,492 shares; 2026Q2: 8,727 shares 8,727 $956K 0.06% +235 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 4,312 shares 4,312 $953K 0.06% new 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: 5,433 shares; 2024Q4: 5,829 shares; 2025Q1: 5,933 shares; 2025Q2: 6,151 shares; 2025Q3: 6,320 shares; 2025Q4: 6,350 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares 6,040 $948K 0.06% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,706 shares; 2025Q2: 61,210 shares; 2025Q3: 65,788 shares; 2025Q4: 65,788 shares; 2026Q1: 65,813 shares; 2026Q2: 64,313 shares 64,313 $943K 0.06% -1,500 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,442 shares; 2024Q4: 14,032 shares; 2025Q1: 13,832 shares; 2025Q2: 12,777 shares; 2025Q3: 12,677 shares; 2025Q4: 12,642 shares; 2026Q1: 12,642 shares; 2026Q2: 12,642 shares 12,642 $941K 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 3,115 shares; 2025Q1: 3,070 shares; 2025Q2: 3,002 shares; 2025Q3: 3,043 shares; 2025Q4: 3,032 shares; 2026Q1: 2,984 shares; 2026Q2: 2,987 shares 2,987 $940K 0.06% +3 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,110 shares; 2025Q2: 4,935 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,954 shares; 2026Q2: 4,924 shares 4,924 $937K 0.06% -30 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,590 shares; 2024Q4: 25,594 shares; 2025Q1: 25,596 shares; 2025Q2: 25,601 shares; 2025Q3: 25,605 shares; 2025Q4: 25,610 shares; 2026Q1: 22,868 shares; 2026Q2: 22,872 shares 22,872 $930K 0.06% +4 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,966 shares; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 13,244 shares; 2025Q3: 13,244 shares; 2025Q4: 13,244 shares; 2026Q1: 13,629 shares; 2026Q2: 13,768 shares 13,768 $930K 0.06% +139 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,888 shares; 2026Q2: 8,715 shares 8,715 $914K 0.06% -173 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: 13,139 shares; 2024Q4: 14,076 shares; 2025Q1: 14,102 shares; 2025Q2: 14,096 shares; 2025Q3: 14,535 shares; 2025Q4: 11,115 shares; 2026Q1: 10,757 shares; 2026Q2: 10,367 shares 10,367 $910K 0.06% -390 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: 29,836 shares; 2024Q4: 28,877 shares; 2025Q1: 26,451 shares; 2025Q2: 25,189 shares; 2025Q3: 19,387 shares; 2025Q4: 16,789 shares; 2026Q1: 16,276 shares; 2026Q2: 15,730 shares 15,730 $906K 0.06% -546 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,968 shares; 2024Q4: 92,754 shares; 2025Q1: 93,586 shares; 2025Q2: 102,231 shares; 2025Q3: 117,591 shares; 2025Q4: 117,965 shares; 2026Q1: 74,219 shares; 2026Q2: 74,697 shares 74,697 $905K 0.06% +478 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: 4,484 shares; 2024Q4: 4,508 shares; 2025Q1: 4,493 shares; 2025Q2: 4,228 shares; 2025Q3: 4,160 shares; 2025Q4: 3,979 shares; 2026Q1: 4,082 shares; 2026Q2: 4,023 shares 4,023 $901K 0.06% -59 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: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,079 shares; 2025Q2: 4,646 shares; 2025Q3: 4,572 shares; 2025Q4: 4,002 shares; 2026Q1: 4,003 shares; 2026Q2: 4,002 shares 4,002 $892K 0.06% -1 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,524 shares; 2025Q1: 5,374 shares; 2025Q2: 5,014 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares; 2026Q1: 5,029 shares; 2026Q2: 5,029 shares 5,029 $884K 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: 7,169 shares; 2025Q2: 7,821 shares; 2025Q3: 8,281 shares; 2025Q4: 8,039 shares; 2026Q1: 6,705 shares; 2026Q2: 7,318 shares 7,318 $854K 0.06% +613 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,188 shares; 2024Q4: 12,522 shares; 2025Q1: 13,007 shares; 2025Q2: 11,985 shares; 2025Q3: 11,785 shares; 2025Q4: 10,518 shares; 2026Q1: 9,516 shares; 2026Q2: 9,287 shares 9,287 $851K 0.06% -229 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: 3,278 shares; 2024Q4: 3,285 shares; 2025Q1: 3,294 shares; 2025Q2: 3,546 shares; 2025Q3: 3,400 shares; 2025Q4: 3,291 shares; 2026Q1: 3,296 shares; 2026Q2: 3,301 shares 3,301 $844K 0.05% +5 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,336 shares; 2024Q4: 77,712 shares; 2025Q1: 79,231 shares; 2025Q2: 78,003 shares; 2025Q3: 125,303 shares; 2025Q4: 115,236 shares; 2026Q1: 75,650 shares; 2026Q2: 79,749 shares 79,749 $841K 0.05% +4,099 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,384 shares; 2024Q4: 5,856 shares; 2025Q1: 5,806 shares; 2025Q2: 5,112 shares; 2025Q3: 4,920 shares; 2025Q4: 4,877 shares; 2026Q1: 4,716 shares; 2026Q2: 4,717 shares 4,717 $828K 0.05% +1 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: 9,281 shares; 2024Q4: 27,843 shares; 2025Q1: 27,843 shares; 2025Q2: 27,843 shares; 2025Q3: 27,843 shares; 2025Q4: 27,975 shares; 2026Q1: 27,975 shares; 2026Q2: 28,060 shares 28,060 $826K 0.05% +85 Timeline FDM 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: 7,739 shares; 2024Q4: 7,627 shares; 2025Q1: 7,565 shares; 2025Q2: 7,996 shares; 2025Q3: 8,273 shares; 2025Q4: 8,714 shares; 2026Q1: 8,862 shares; 2026Q2: 8,862 shares 8,862 $825K 0.05% 0 Timeline PAAA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,179 shares; 2026Q2: 16,051 shares 16,051 $823K 0.05% +8,872 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: 748 shares; 2024Q4: 712 shares; 2025Q1: 687 shares; 2025Q2: 10,273 shares; 2025Q3: 10,113 shares; 2025Q4: 9,408 shares; 2026Q1: 9,058 shares; 2026Q2: 8,898 shares 8,898 $819K 0.05% -160 Timeline VFMO 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: 7,376 shares; 2025Q2: 4,972 shares; 2025Q3: 3,926 shares; 2025Q4: 3,601 shares; 2026Q1: 3,382 shares; 2026Q2: 3,269 shares 3,269 $816K 0.05% -113 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: 5,266 shares; 2024Q4: 5,265 shares; 2025Q1: 4,687 shares; 2025Q2: 5,024 shares; 2025Q3: 4,941 shares; 2025Q4: 3,084 shares; 2026Q1: 3,073 shares; 2026Q2: 3,010 shares 3,010 $814K 0.05% -63 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,750 shares; 2025Q3: 6,883 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares; 2026Q2: 7,083 shares 7,083 $814K 0.05% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,517 shares; 2024Q4: 8,903 shares; 2025Q1: 9,067 shares; 2025Q2: 9,881 shares; 2025Q3: 9,897 shares; 2025Q4: 9,853 shares; 2026Q1: 9,582 shares; 2026Q2: 9,586 shares 9,586 $812K 0.05% +4 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: 5,191 shares; 2024Q4: 5,081 shares; 2025Q1: 5,304 shares; 2025Q2: 4,992 shares; 2025Q3: 4,820 shares; 2025Q4: 3,865 shares; 2026Q1: 3,757 shares; 2026Q2: 3,630 shares 3,630 $800K 0.05% -127 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,518 shares; 2025Q4: 19,300 shares; 2026Q1: 20,353 shares; 2026Q2: 20,000 shares 20,000 $800K 0.05% -353 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 7,840 shares; 2025Q1: 7,935 shares; 2025Q2: 10,509 shares; 2025Q3: 10,612 shares; 2025Q4: 10,427 shares; 2026Q1: 10,285 shares; 2026Q2: 10,280 shares 10,280 $797K 0.05% -5 Timeline PPA 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: 3,029 shares; 2024Q4: 3,036 shares; 2025Q1: 2,270 shares; 2025Q2: 2,347 shares; 2025Q3: 2,425 shares; 2025Q4: 4,318 shares; 2026Q1: 4,727 shares; 2026Q2: 4,497 shares 4,497 $794K 0.05% -230 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,223 shares; 2024Q4: 15,773 shares; 2025Q1: 15,123 shares; 2025Q2: 15,173 shares; 2025Q3: 15,243 shares; 2025Q4: 15,843 shares; 2026Q1: 15,843 shares; 2026Q2: 15,493 shares 15,493 $786K 0.05% -350 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,568 shares; 2024Q4: 13,049 shares; 2025Q1: 12,341 shares; 2025Q2: 12,636 shares; 2025Q3: 13,275 shares; 2025Q4: 13,223 shares; 2026Q1: 12,287 shares; 2026Q2: 10,000 shares 10,000 $782K 0.05% -2,287 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,235 shares; 2024Q4: 45,759 shares; 2025Q1: 43,124 shares; 2025Q2: 43,378 shares; 2025Q3: 39,963 shares; 2025Q4: 34,412 shares; 2026Q1: 32,450 shares; 2026Q2: 32,201 shares 32,201 $775K 0.05% -249 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,703 shares; 2024Q4: 9,552 shares; 2025Q1: 10,134 shares; 2025Q2: 10,443 shares; 2025Q3: 8,799 shares; 2025Q4: 9,739 shares; 2026Q1: 8,855 shares; 2026Q2: 8,774 shares 8,774 $758K 0.05% -81 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: 1,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 471 shares; 2025Q4: 372 shares; 2026Q1: 332 shares; 2026Q2: 2,493 shares 2,493 $752K 0.05% +2,161 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,408 shares; 2025Q1: 1,927 shares; 2025Q2: 1,985 shares; 2025Q3: 2,008 shares; 2025Q4: 3,463 shares; 2026Q1: 3,079 shares; 2026Q2: 3,051 shares 3,051 $751K 0.05% -28 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 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: 12,810 shares; 2024Q4: 16,278 shares; 2025Q1: 17,228 shares; 2025Q2: 18,278 shares; 2025Q3: 21,706 shares; 2025Q4: 21,706 shares; 2026Q1: 21,992 shares; 2026Q2: 21,788 shares 21,788 $747K 0.05% -204 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: 5,420 shares; 2024Q4: 5,373 shares; 2025Q1: 5,389 shares; 2025Q2: 5,014 shares; 2025Q3: 5,029 shares; 2025Q4: 5,043 shares; 2026Q1: 5,058 shares; 2026Q2: 5,069 shares 5,069 $741K 0.05% +11 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; 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: 17,432 shares; 2026Q1: 19,881 shares; 2026Q2: 20,055 shares 20,055 $738K 0.05% +174 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: 9,120 shares; 2024Q4: 8,304 shares; 2025Q1: 8,004 shares; 2025Q2: 8,092 shares; 2025Q3: 6,950 shares; 2025Q4: 6,956 shares; 2026Q1: 6,863 shares; 2026Q2: 6,715 shares 6,715 $735K 0.05% -148 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,790 shares; 2024Q4: 104,983 shares; 2025Q1: 107,574 shares; 2025Q2: 103,910 shares; 2025Q3: 165,652 shares; 2025Q4: 150,979 shares; 2026Q1: 71,578 shares; 2026Q2: 72,406 shares 72,406 $727K 0.05% +828 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: 4,186 shares; 2024Q4: 4,087 shares; 2025Q1: 4,092 shares; 2025Q2: 4,098 shares; 2025Q3: 5,538 shares; 2025Q4: 15,242 shares; 2026Q1: 15,831 shares; 2026Q2: 15,947 shares 15,947 $723K 0.05% +116 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,338 shares; 2025Q1: 1,314 shares; 2025Q2: 1,101 shares; 2025Q3: 1,135 shares; 2025Q4: 939 shares; 2026Q1: 938 shares; 2026Q2: 770 shares 770 $721K 0.05% -168 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,489 shares; 2024Q4: 9,885 shares; 2025Q1: 9,706 shares; 2025Q2: 9,134 shares; 2025Q3: 5,896 shares; 2025Q4: 4,760 shares; 2026Q1: 4,716 shares; 2026Q2: 4,719 shares 4,719 $718K 0.05% +3 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,337 shares; 2024Q4: 15,504 shares; 2025Q1: 17,454 shares; 2025Q2: 18,604 shares; 2025Q3: 20,021 shares; 2025Q4: 20,021 shares; 2026Q1: 20,221 shares; 2026Q2: 19,959 shares 19,959 $716K 0.05% -262 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: 2,597 shares; 2024Q4: 2,597 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,599 shares; 2026Q1: 2,599 shares; 2026Q2: 2,599 shares 2,599 $711K 0.05% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,032 shares; 2024Q4: 4,581 shares; 2025Q1: 4,733 shares; 2025Q2: 4,731 shares; 2025Q3: 4,775 shares; 2025Q4: 4,953 shares; 2026Q1: 5,099 shares; 2026Q2: 5,010 shares 5,010 $711K 0.05% -89 Timeline FCEF 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: 11,925 shares; 2025Q4: 30,175 shares; 2026Q1: 27,950 shares; 2026Q2: 29,455 shares 29,455 $708K 0.05% +1,505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares; 2026Q1: 6,118 shares; 2026Q2: 7,658 shares 7,658 $706K 0.05% +1,540 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,908 shares; 2025Q1: 5,945 shares; 2025Q2: 5,953 shares; 2025Q3: 6,072 shares; 2025Q4: 5,814 shares; 2026Q1: 5,987 shares; 2026Q2: 6,102 shares 6,102 $705K 0.05% +115 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: 2,932 shares; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,457 shares; 2025Q4: 3,390 shares; 2026Q1: 3,875 shares; 2026Q2: 4,118 shares 4,118 $700K 0.05% +243 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,501 shares; 2024Q4: 9,894 shares; 2025Q1: 9,325 shares; 2025Q2: 8,816 shares; 2025Q3: 8,717 shares; 2025Q4: 8,100 shares; 2026Q1: 7,570 shares; 2026Q2: 6,285 shares 6,285 $690K 0.04% -1,285 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: 2,343 shares; 2024Q4: 2,093 shares; 2025Q1: 1,750 shares; 2025Q2: 1,826 shares; 2025Q3: 1,631 shares; 2025Q4: 1,707 shares; 2026Q1: 1,561 shares; 2026Q2: 7,795 shares 7,795 $685K 0.04% +6,234 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 862 shares; 2026Q2: 706 shares 706 $679K 0.04% -156 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 8,392 shares; 2025Q1: 9,293 shares; 2025Q2: 9,090 shares; 2025Q3: 9,535 shares; 2025Q4: 10,035 shares; 2026Q1: 9,832 shares; 2026Q2: 9,875 shares 9,875 $674K 0.04% +43 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,543 shares; 2024Q4: 6,309 shares; 2025Q1: 6,043 shares; 2025Q2: 6,143 shares; 2025Q3: 5,899 shares; 2025Q4: 5,740 shares; 2026Q1: 5,763 shares; 2026Q2: 5,740 shares 5,740 $673K 0.04% -23 Timeline ANGL 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: 9,605 shares; 2025Q4: 18,793 shares; 2026Q1: 18,793 shares; 2026Q2: 22,963 shares 22,963 $671K 0.04% +4,170 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: 6,447 shares; 2025Q1: 6,468 shares; 2025Q2: 6,499 shares; 2025Q3: 6,531 shares; 2025Q4: 6,574 shares; 2026Q1: 6,131 shares; 2026Q2: 6,163 shares 6,163 $663K 0.04% +32 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 1,570 shares; 2025Q1: 1,639 shares; 2025Q2: 1,840 shares; 2025Q3: 1,976 shares; 2025Q4: 1,944 shares; 2026Q1: 980 shares; 2026Q2: 861 shares 861 $657K 0.04% -119 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: 1,577 shares; 2024Q4: 2,110 shares; 2025Q1: 2,608 shares; 2025Q2: 2,600 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $656K 0.04% 0 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,018 shares; 2024Q4: 116,150 shares; 2025Q1: 119,239 shares; 2025Q2: 116,140 shares; 2025Q3: 120,819 shares; 2025Q4: 120,549 shares; 2026Q1: 67,842 shares; 2026Q2: 67,841 shares 67,841 $643K 0.04% -1 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: 11,300 shares; 2024Q4: 9,298 shares; 2025Q1: 8,354 shares; 2025Q2: 8,539 shares; 2025Q3: 8,567 shares; 2025Q4: 8,767 shares; 2026Q1: 9,060 shares; 2026Q2: 8,880 shares 8,880 $641K 0.04% -180 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,093 shares; 2024Q4: 4,660 shares; 2025Q1: 4,555 shares; 2025Q2: 5,634 shares; 2025Q3: 6,067 shares; 2025Q4: 7,998 shares; 2026Q1: 8,303 shares; 2026Q2: 8,349 shares 8,349 $640K 0.04% +46 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,221 shares; 2024Q4: 58,778 shares; 2025Q1: 59,671 shares; 2025Q2: 69,911 shares; 2025Q3: 80,293 shares; 2025Q4: 78,545 shares; 2026Q1: 42,799 shares; 2026Q2: 59,977 shares 59,977 $634K 0.04% +17,178 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 2,015 shares; 2026Q2: 2,215 shares 2,215 $631K 0.04% +200 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,850 shares; 2024Q4: 7,825 shares; 2025Q1: 8,355 shares; 2025Q2: 8,415 shares; 2025Q3: 8,415 shares; 2025Q4: 9,265 shares; 2026Q1: 10,820 shares; 2026Q2: 10,245 shares 10,245 $627K 0.04% -575 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: 16,819 shares; 2024Q4: 16,823 shares; 2025Q1: 12,045 shares; 2025Q2: 13,338 shares; 2025Q3: 13,693 shares; 2025Q4: 13,073 shares; 2026Q1: 11,830 shares; 2026Q2: 10,998 shares 10,998 $627K 0.04% -832 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,489 shares; 2024Q4: 17,064 shares; 2025Q1: 19,439 shares; 2025Q2: 24,289 shares; 2025Q3: 24,289 shares; 2025Q4: 28,239 shares; 2026Q1: 39,289 shares; 2026Q2: 38,469 shares 38,469 $626K 0.04% -820 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,039 shares; 2024Q4: 15,039 shares; 2025Q1: 15,039 shares; 2025Q2: 15,039 shares; 2025Q3: 15,039 shares; 2025Q4: 15,039 shares; 2026Q1: 15,039 shares; 2026Q2: 15,039 shares 15,039 $620K 0.04% 0 Timeline EIPI 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: 15,727 shares; 2024Q4: 13,075 shares; 2025Q1: 13,087 shares; 2025Q2: 26,052 shares; 2025Q3: 24,580 shares; 2025Q4: 27,115 shares; 2026Q1: 27,856 shares; 2026Q2: 28,286 shares 28,286 $618K 0.04% +430 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,667 shares; 2024Q4: 8,968 shares; 2025Q1: 9,016 shares; 2025Q2: 8,823 shares; 2025Q3: 8,068 shares; 2025Q4: 7,131 shares; 2026Q1: 6,367 shares; 2026Q2: 6,375 shares 6,375 $615K 0.04% +8 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 5,869 shares; 2025Q1: 5,701 shares; 2025Q2: 5,553 shares; 2025Q3: 5,119 shares; 2025Q4: 5,068 shares; 2026Q1: 4,821 shares; 2026Q2: 4,655 shares 4,655 $613K 0.04% -166 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,116 shares; 2025Q1: 8,150 shares; 2025Q2: 14,011 shares; 2025Q3: 18,508 shares; 2025Q4: 18,973 shares; 2026Q1: 21,737 shares; 2026Q2: 23,456 shares 23,456 $596K 0.04% +1,719 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: 3,524 shares; 2024Q4: 3,862 shares; 2025Q1: 4,037 shares; 2025Q2: 4,075 shares; 2025Q3: 4,072 shares; 2025Q4: 3,989 shares; 2026Q1: 4,129 shares; 2026Q2: 4,055 shares 4,055 $594K 0.04% -74 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,291 shares; 2025Q3: 18,272 shares; 2025Q4: 18,538 shares; 2026Q1: 21,054 shares; 2026Q2: 23,253 shares 23,253 $590K 0.04% +2,199 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,163 shares; 2025Q3: 18,117 shares; 2025Q4: 18,382 shares; 2026Q1: 21,085 shares; 2026Q2: 23,077 shares 23,077 $590K 0.04% +1,992 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,637 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,853 shares 2,853 $588K 0.04% +428 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,045 shares; 2025Q1: 8,077 shares; 2025Q2: 13,848 shares; 2025Q3: 18,699 shares; 2025Q4: 19,158 shares; 2026Q1: 21,900 shares; 2026Q2: 22,903 shares 22,903 $587K 0.04% +1,003 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 16,523 shares; 2026Q2: 17,952 shares 17,952 $583K 0.04% +1,429 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 182,942 shares; 2025Q4: 169,680 shares; 2026Q1: 74,167 shares; 2026Q2: 76,406 shares 76,406 $581K 0.04% +2,239 Timeline IBDU 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: 14,602 shares; 2025Q2: 22,571 shares; 2025Q3: 28,664 shares; 2025Q4: 32,499 shares; 2026Q1: 29,020 shares; 2026Q2: 25,078 shares 25,078 $581K 0.04% -3,942 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 10,324 shares; 2026Q2: 10,324 shares 10,324 $580K 0.04% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,519 shares; 2025Q1: not reported; 2025Q2: 8,577 shares; 2025Q3: 9,470 shares; 2025Q4: 9,677 shares; 2026Q1: 13,147 shares; 2026Q2: 15,979 shares 15,979 $577K 0.04% +2,832 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: 13,282 shares; 2024Q4: 14,079 shares; 2025Q1: 14,268 shares; 2025Q2: 14,209 shares; 2025Q3: 18,075 shares; 2025Q4: 17,701 shares; 2026Q1: 18,205 shares; 2026Q2: 19,629 shares 19,629 $577K 0.04% +1,424 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,067 shares; 2026Q2: 6,263 shares 6,263 $576K 0.04% -804 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,088 shares; 2025Q3: 15,088 shares; 2025Q4: 14,888 shares; 2026Q1: 14,892 shares; 2026Q2: 15,550 shares 15,550 $571K 0.04% +658 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,836 shares; 2024Q4: 8,836 shares; 2025Q1: 8,836 shares; 2025Q2: 8,836 shares; 2025Q3: 8,836 shares; 2025Q4: 8,836 shares; 2026Q1: 8,836 shares; 2026Q2: 8,836 shares 8,836 $571K 0.04% 0 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: 1,366 shares; 2024Q4: 1,356 shares; 2025Q1: 1,363 shares; 2025Q2: 1,123 shares; 2025Q3: 1,144 shares; 2025Q4: 1,051 shares; 2026Q1: 1,064 shares; 2026Q2: 1,114 shares 1,114 $568K 0.04% +50 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,186 shares; 2025Q1: 2,182 shares; 2025Q2: 1,777 shares; 2025Q3: 1,784 shares; 2025Q4: 1,965 shares; 2026Q1: 2,072 shares; 2026Q2: 1,988 shares 1,988 $559K 0.04% -84 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,192 shares; 2026Q2: 11,194 shares 11,194 $558K 0.04% +2 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares; 2026Q1: 8,535 shares; 2026Q2: 8,635 shares 8,635 $555K 0.04% +100 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,732 shares; 2025Q2: 1,782 shares; 2025Q3: 1,783 shares; 2025Q4: 1,751 shares; 2026Q1: 1,746 shares; 2026Q2: 1,747 shares 1,747 $555K 0.04% +1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,704 shares; 2024Q4: 10,704 shares; 2025Q1: 10,785 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares; 2025Q4: 10,704 shares; 2026Q1: 10,895 shares; 2026Q2: 10,955 shares 10,955 $552K 0.04% +60 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 40,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares; 2026Q2: 38,000 shares 38,000 $551K 0.04% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: 5,210 shares; 2025Q1: 6,286 shares; 2025Q2: 7,695 shares; 2025Q3: 7,004 shares; 2025Q4: 6,654 shares; 2026Q1: 6,604 shares; 2026Q2: 7,204 shares 7,204 $550K 0.04% +600 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares; 2026Q1: 1,481 shares; 2026Q2: 1,483 shares 1,483 $550K 0.04% +2 Timeline CATH 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: 6,491 shares; 2024Q4: 5,587 shares; 2025Q1: 5,619 shares; 2025Q2: 5,619 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares; 2026Q1: 6,163 shares; 2026Q2: 6,163 shares 6,163 $545K 0.04% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,748 shares; 2024Q4: 4,749 shares; 2025Q1: 4,739 shares; 2025Q2: 4,591 shares; 2025Q3: 4,730 shares; 2025Q4: 4,703 shares; 2026Q1: 4,663 shares; 2026Q2: 4,665 shares 4,665 $545K 0.04% +2 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,310 shares; 2026Q1: 19,725 shares; 2026Q2: 20,962 shares 20,962 $542K 0.04% +1,237 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,543 shares; 2025Q3: 2,110 shares; 2025Q4: 2,281 shares; 2026Q1: 2,584 shares; 2026Q2: 2,723 shares 2,723 $533K 0.03% +139 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,155 shares; 2026Q1: 3,239 shares; 2026Q2: 3,239 shares 3,239 $529K 0.03% 0 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: 4,283 shares; 2024Q4: 3,491 shares; 2025Q1: 3,187 shares; 2025Q2: 2,815 shares; 2025Q3: 2,765 shares; 2025Q4: 2,559 shares; 2026Q1: 2,537 shares; 2026Q2: 2,437 shares 2,437 $528K 0.03% -100 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: 5,107 shares; 2024Q4: 5,439 shares; 2025Q1: 4,979 shares; 2025Q2: 5,468 shares; 2025Q3: 5,512 shares; 2025Q4: 5,330 shares; 2026Q1: 5,065 shares; 2026Q2: 5,093 shares 5,093 $526K 0.03% +28 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: 1,455 shares; 2025Q2: 1,458 shares; 2025Q3: 1,872 shares; 2025Q4: 1,875 shares; 2026Q1: 2,070 shares; 2026Q2: 2,313 shares 2,313 $525K 0.03% +243 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; 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: 599 shares; 2026Q2: 1,199 shares 1,199 $525K 0.03% +600 Timeline RCTR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,836 shares; 2026Q1: 13,594 shares; 2026Q2: 15,570 shares 15,570 $524K 0.03% +1,976 Timeline VIOO 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: 4,045 shares; 2024Q4: 4,102 shares; 2025Q1: 3,754 shares; 2025Q2: 3,969 shares; 2025Q3: 3,930 shares; 2025Q4: 3,920 shares; 2026Q1: 3,721 shares; 2026Q2: 3,785 shares 3,785 $521K 0.03% +64 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,077 shares; 2026Q2: 10,452 shares 10,452 $520K 0.03% +3,375 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 813 shares 813 $519K 0.03% new 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: 13,905 shares; 2024Q4: 13,955 shares; 2025Q1: 14,547 shares; 2025Q2: 14,097 shares; 2025Q3: 13,505 shares; 2025Q4: 13,505 shares; 2026Q1: 13,335 shares; 2026Q2: 13,335 shares 13,335 $515K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,189 shares 1,189 $513K 0.03% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,194 shares; 2025Q4: 10,669 shares; 2026Q1: 12,344 shares; 2026Q2: 12,481 shares 12,481 $509K 0.03% +137 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $501K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $501K 0.03% 0 Timeline AFSM 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: 8,075 shares; 2025Q1: 8,860 shares; 2025Q2: 8,745 shares; 2025Q3: 9,417 shares; 2025Q4: 8,792 shares; 2026Q1: 9,971 shares; 2026Q2: 12,176 shares 12,176 $500K 0.03% +2,205 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: 8,713 shares; 2024Q4: 9,564 shares; 2025Q1: 9,877 shares; 2025Q2: 9,911 shares; 2025Q3: 10,174 shares; 2025Q4: 9,988 shares; 2026Q1: 9,863 shares; 2026Q2: 9,828 shares 9,828 $496K 0.03% -35 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: 6,775 shares; 2024Q4: 10,633 shares; 2025Q1: 11,038 shares; 2025Q2: 14,372 shares; 2025Q3: 14,422 shares; 2025Q4: 10,883 shares; 2026Q1: 10,794 shares; 2026Q2: 13,556 shares 13,556 $495K 0.03% +2,762 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: 5,910 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,595 shares; 2025Q4: 6,455 shares; 2026Q1: 7,790 shares; 2026Q2: 8,188 shares 8,188 $494K 0.03% +398 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,845 shares; 2025Q1: 2,354 shares; 2025Q2: 1,943 shares; 2025Q3: 1,868 shares; 2025Q4: 2,168 shares; 2026Q1: 2,208 shares; 2026Q2: 2,188 shares 2,188 $487K 0.03% -20 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,732 shares; 2025Q1: 2,611 shares; 2025Q2: 3,053 shares; 2025Q3: 2,967 shares; 2025Q4: 2,856 shares; 2026Q1: 4,649 shares; 2026Q2: 6,090 shares 6,090 $481K 0.03% +1,441 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: 15,696 shares; 2024Q4: 14,695 shares; 2025Q1: 13,978 shares; 2025Q2: 14,435 shares; 2025Q3: 14,144 shares; 2025Q4: 12,013 shares; 2026Q1: 8,011 shares; 2026Q2: 5,207 shares 5,207 $480K 0.03% -2,804 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,150 shares; 2025Q4: 11,150 shares; 2026Q1: 11,310 shares; 2026Q2: 11,310 shares 11,310 $480K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,096 shares; 2026Q1: 1,215 shares; 2026Q2: 1,216 shares 1,216 $479K 0.03% +1 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: 4,724 shares; 2024Q4: 4,389 shares; 2025Q1: 12,917 shares; 2025Q2: 6,641 shares; 2025Q3: 5,916 shares; 2025Q4: 5,117 shares; 2026Q1: 6,571 shares; 2026Q2: 6,475 shares 6,475 $475K 0.03% -96 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,070 shares; 2025Q2: 1,968 shares; 2025Q3: 1,922 shares; 2025Q4: 1,823 shares; 2026Q1: 1,857 shares; 2026Q2: 2,546 shares 2,546 $472K 0.03% +689 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares; 2026Q2: 2,636 shares 2,636 $466K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,813 shares; 2026Q2: 1,689 shares 1,689 $465K 0.03% -124 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: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 3,021 shares; 2025Q4: 2,537 shares; 2026Q1: 2,844 shares; 2026Q2: 3,380 shares 3,380 $465K 0.03% +536 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,394 shares; 2024Q4: 2,389 shares; 2025Q1: 2,392 shares; 2025Q2: 2,234 shares; 2025Q3: 2,266 shares; 2025Q4: 2,221 shares; 2026Q1: 2,223 shares; 2026Q2: 2,093 shares 2,093 $463K 0.03% -130 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,491 shares; 2025Q2: 30,760 shares; 2025Q3: 29,481 shares; 2025Q4: 31,002 shares; 2026Q1: 31,522 shares; 2026Q2: 31,545 shares 31,545 $458K 0.03% +23 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: 3,165 shares; 2024Q4: 3,090 shares; 2025Q1: 3,000 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 4,111 shares; 2026Q1: 4,066 shares; 2026Q2: 3,985 shares 3,985 $458K 0.03% -81 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 4,440 shares; 2025Q1: 4,541 shares; 2025Q2: 4,719 shares; 2025Q3: 4,521 shares; 2025Q4: 5,098 shares; 2026Q1: 5,499 shares; 2026Q2: 5,501 shares 5,501 $457K 0.03% +2 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,585 shares; 2024Q4: 3,685 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,890 shares; 2026Q2: 3,845 shares 3,845 $455K 0.03% -45 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,300 shares; 2025Q1: 3,304 shares; 2025Q2: 3,309 shares; 2025Q3: 3,546 shares; 2025Q4: 3,551 shares; 2026Q1: 3,555 shares; 2026Q2: 3,557 shares 3,557 $451K 0.03% +2 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 14,596 shares 14,596 $450K 0.03% new 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: 2,224 shares; 2024Q4: 2,174 shares; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,714 shares; 2025Q4: 2,971 shares; 2026Q1: 3,008 shares; 2026Q2: 2,969 shares 2,969 $450K 0.03% -39 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 700 shares; 2025Q2: 665 shares; 2025Q3: 609 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $441K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: not reported; 2026Q1: 1,772 shares; 2026Q2: 1,771 shares 1,771 $440K 0.03% -1 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: 3,522 shares; 2025Q3: 3,265 shares; 2025Q4: 3,118 shares; 2026Q1: 3,017 shares; 2026Q2: 2,175 shares 2,175 $436K 0.03% -842 Timeline PMAP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 16,007 shares 16,007 $436K 0.03% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 3,905 shares; 2026Q2: 3,876 shares 3,876 $435K 0.03% -29 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,667 shares; 2024Q4: 32,624 shares; 2025Q1: 32,424 shares; 2025Q2: 32,407 shares; 2025Q3: 33,492 shares; 2025Q4: 33,475 shares; 2026Q1: 33,475 shares; 2026Q2: 33,475 shares 33,475 $433K 0.03% 0 Timeline CGSD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,875 shares; 2025Q4: 20,157 shares; 2026Q1: 15,864 shares; 2026Q2: 16,634 shares 16,634 $428K 0.03% +770 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,857 shares; 2024Q4: 7,324 shares; 2025Q1: 7,199 shares; 2025Q2: 7,474 shares; 2025Q3: 7,642 shares; 2025Q4: 7,289 shares; 2026Q1: 6,790 shares; 2026Q2: 6,784 shares 6,784 $427K 0.03% -6 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: 5,546 shares; 2024Q4: 5,246 shares; 2025Q1: 5,351 shares; 2025Q2: 5,546 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares; 2026Q2: 5,165 shares 5,165 $427K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,880 shares; 2024Q4: 2,016 shares; 2025Q1: 1,767 shares; 2025Q2: 1,697 shares; 2025Q3: 1,824 shares; 2025Q4: 1,767 shares; 2026Q1: 1,744 shares; 2026Q2: 1,411 shares 1,411 $421K 0.03% -333 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 19,850 shares; 2025Q2: 19,150 shares; 2025Q3: 19,150 shares; 2025Q4: 20,150 shares; 2026Q1: 20,400 shares; 2026Q2: 20,400 shares 20,400 $419K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 1,945 shares; 2025Q1: 1,687 shares; 2025Q2: 1,558 shares; 2025Q3: 1,808 shares; 2025Q4: 1,707 shares; 2026Q1: 1,275 shares; 2026Q2: 1,240 shares 1,240 $419K 0.03% -35 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 963 shares 963 $417K 0.03% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,069 shares; 2025Q1: 1,223 shares; 2025Q2: 1,138 shares; 2025Q3: 1,171 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 1,139 shares 1,139 $417K 0.03% -12 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: 8,261 shares; 2024Q4: 8,040 shares; 2025Q1: 8,041 shares; 2025Q2: 7,618 shares; 2025Q3: 7,620 shares; 2025Q4: 6,622 shares; 2026Q1: 6,623 shares; 2026Q2: 6,624 shares 6,624 $417K 0.03% +1 Timeline INQQ 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: 15,060 shares; 2024Q4: 17,910 shares; 2025Q1: 20,885 shares; 2025Q2: 22,295 shares; 2025Q3: 24,832 shares; 2025Q4: 26,737 shares; 2026Q1: 30,163 shares; 2026Q2: 32,348 shares 32,348 $416K 0.03% +2,185 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: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 14,924 shares; 2025Q3: 15,848 shares; 2025Q4: 16,848 shares; 2026Q1: 17,081 shares; 2026Q2: 17,414 shares 17,414 $415K 0.03% +333 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,380 shares; 2025Q1: 13,030 shares; 2025Q2: 26,150 shares; 2025Q3: 25,706 shares; 2025Q4: 20,906 shares; 2026Q1: 18,263 shares; 2026Q2: 12,770 shares 12,770 $415K 0.03% -5,493 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES 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: not reported; 2025Q4: 9,935 shares; 2026Q1: 13,232 shares; 2026Q2: 13,304 shares 13,304 $414K 0.03% +72 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,173 shares; 2025Q2: 25,000 shares; 2025Q3: 8,005 shares; 2025Q4: 9,883 shares; 2026Q1: 9,463 shares; 2026Q2: 9,852 shares 9,852 $413K 0.03% +389 Timeline LDUR 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: 5,861 shares; 2026Q1: 4,755 shares; 2026Q2: 4,290 shares 4,290 $410K 0.03% -465 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,099 shares; 2024Q4: 19,016 shares; 2025Q1: 19,305 shares; 2025Q2: 20,017 shares; 2025Q3: 18,099 shares; 2025Q4: 17,787 shares; 2026Q1: 16,848 shares; 2026Q2: 16,906 shares 16,906 $405K 0.03% +58 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: 1,767 shares; 2024Q4: 1,787 shares; 2025Q1: 1,795 shares; 2025Q2: 1,804 shares; 2025Q3: 1,812 shares; 2025Q4: 1,820 shares; 2026Q1: 1,829 shares; 2026Q2: 1,845 shares 1,845 $405K 0.03% +16 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: not reported; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 2,534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares; 2026Q2: 2,558 shares 2,558 $393K 0.03% +800 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 3,516 shares; 2026Q1: 3,806 shares; 2026Q2: 3,416 shares 3,416 $392K 0.03% -390 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,318 shares; 2026Q1: 10,733 shares; 2026Q2: 10,736 shares 10,736 $391K 0.03% +3 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,967 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 2,967 shares; 2026Q2: 3,011 shares 3,011 $384K 0.02% +44 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; 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: 13,850 shares 13,850 $382K 0.02% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,607 shares; 2024Q4: 4,242 shares; 2025Q1: 3,897 shares; 2025Q2: 4,347 shares; 2025Q3: 4,703 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $380K 0.02% 0 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: 79,314 shares; 2024Q4: 85,605 shares; 2025Q1: 77,751 shares; 2025Q2: 56,153 shares; 2025Q3: 9,849 shares; 2025Q4: 8,701 shares; 2026Q1: 5,009 shares; 2026Q2: 3,961 shares 3,961 $379K 0.02% -1,048 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,752 shares; 2024Q4: 4,567 shares; 2025Q1: 4,860 shares; 2025Q2: 4,110 shares; 2025Q3: 3,990 shares; 2025Q4: 4,323 shares; 2026Q1: 3,894 shares; 2026Q2: 3,328 shares 3,328 $374K 0.02% -566 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,377 shares; 2025Q1: 3,381 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 13,600 shares 13,600 $373K 0.02% +10,880 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,365 shares; 2025Q3: 3,285 shares; 2025Q4: 2,735 shares; 2026Q1: 3,758 shares; 2026Q2: 3,706 shares 3,706 $372K 0.02% -52 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $371K 0.02% new 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: not reported; 2024Q4: 4,038 shares; 2025Q1: 3,226 shares; 2025Q2: 3,026 shares; 2025Q3: 2,788 shares; 2025Q4: 2,693 shares; 2026Q1: 2,635 shares; 2026Q2: 2,539 shares 2,539 $367K 0.02% -96 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,715 shares; 2026Q1: 6,871 shares; 2026Q2: 8,018 shares 8,018 $367K 0.02% +1,147 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 3,440 shares; 2026Q2: 4,140 shares 4,140 $367K 0.02% +700 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: 1,399 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,409 shares; 2025Q3: 1,419 shares; 2025Q4: 3,139 shares; 2026Q1: 3,119 shares; 2026Q2: 3,119 shares 3,119 $366K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,630 shares; 2025Q2: 2,770 shares; 2025Q3: 2,831 shares; 2025Q4: not reported; 2026Q1: 1,230 shares; 2026Q2: 1,221 shares 1,221 $358K 0.02% -9 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,776 shares; 2024Q4: 7,776 shares; 2025Q1: 7,708 shares; 2025Q2: 7,708 shares; 2025Q3: 7,708 shares; 2025Q4: 7,708 shares; 2026Q1: 7,708 shares; 2026Q2: 7,708 shares 7,708 $356K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,208 shares; 2026Q1: 2,191 shares; 2026Q2: 2,628 shares 2,628 $356K 0.02% +437 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: not reported; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 718 shares; 2025Q4: 705 shares; 2026Q1: 544 shares; 2026Q2: 494 shares 494 $356K 0.02% -50 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,290 shares; 2024Q4: 12,687 shares; 2025Q1: 12,575 shares; 2025Q2: 12,595 shares; 2025Q3: 12,614 shares; 2025Q4: 12,637 shares; 2026Q1: 12,245 shares; 2026Q2: 11,602 shares 11,602 $354K 0.02% -643 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares; 2026Q1: 3,774 shares; 2026Q2: 3,480 shares 3,480 $351K 0.02% -294 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,509 shares; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 4,272 shares; 2025Q3: 4,387 shares; 2025Q4: 3,914 shares; 2026Q1: 2,551 shares; 2026Q2: 3,030 shares 3,030 $349K 0.02% +479 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,457 shares; 2025Q3: 9,406 shares; 2025Q4: 10,967 shares; 2026Q1: 13,733 shares; 2026Q2: 16,261 shares 16,261 $346K 0.02% +2,528 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 6,175 shares; 2025Q1: 6,375 shares; 2025Q2: 6,175 shares; 2025Q3: 6,242 shares; 2025Q4: 6,242 shares; 2026Q1: 5,689 shares; 2026Q2: 6,802 shares 6,802 $346K 0.02% +1,113 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 2,548 shares 2,548 $346K 0.02% new 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: 6,342 shares; 2024Q4: 6,342 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,342 shares; 2025Q4: 6,209 shares; 2026Q1: 6,209 shares; 2026Q2: 6,209 shares 6,209 $345K 0.02% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,069 shares; 2026Q2: 12,111 shares 12,111 $341K 0.02% +2,042 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: not reported; 2024Q4: not reported; 2025Q1: 6,719 shares; 2025Q2: 6,719 shares; 2025Q3: 6,719 shares; 2025Q4: 6,719 shares; 2026Q1: 6,719 shares; 2026Q2: 6,542 shares 6,542 $341K 0.02% -177 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,367 shares; 2025Q1: 2,223 shares; 2025Q2: 2,155 shares; 2025Q3: 2,175 shares; 2025Q4: 1,555 shares; 2026Q1: 1,381 shares; 2026Q2: 1,427 shares 1,427 $340K 0.02% +46 Timeline FTGS 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: 7,627 shares; 2025Q3: 8,103 shares; 2025Q4: 8,113 shares; 2026Q1: 8,302 shares; 2026Q2: 9,091 shares 9,091 $336K 0.02% +789 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares 8,700 $333K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,074 shares; 2025Q1: 1,075 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,071 shares; 2026Q1: 1,072 shares; 2026Q2: 967 shares 967 $333K 0.02% -105 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,299 shares; 2024Q4: 7,849 shares; 2025Q1: 7,927 shares; 2025Q2: 11,077 shares; 2025Q3: 11,480 shares; 2025Q4: 10,075 shares; 2026Q1: 8,839 shares; 2026Q2: 4,775 shares 4,775 $333K 0.02% -4,064 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 735 shares; 2026Q1: 835 shares; 2026Q2: 847 shares 847 $330K 0.02% +12 Timeline LCOW 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: 12,329 shares; 2025Q4: 12,779 shares; 2026Q1: 12,239 shares; 2026Q2: 12,886 shares 12,886 $330K 0.02% +647 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,227 shares; 2026Q1: 1,569 shares; 2026Q2: 1,570 shares 1,570 $328K 0.02% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: 3,518 shares; 2025Q4: 3,362 shares; 2026Q1: 3,461 shares; 2026Q2: 3,413 shares 3,413 $328K 0.02% -48 Timeline TIPT TIPTREE INC More: the full row for TIPTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,783 shares; 2025Q3: 15,658 shares; 2025Q4: 17,158 shares; 2026Q1: 18,158 shares; 2026Q2: 18,058 shares 18,058 $324K 0.02% -100 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,390 shares; 2026Q2: 1,332 shares 1,332 $323K 0.02% -58 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,010 shares; 2025Q4: 1,050 shares; 2026Q1: 1,051 shares; 2026Q2: 1,052 shares 1,052 $322K 0.02% +1 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: 6,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,260 shares; 2025Q3: 6,310 shares; 2025Q4: 8,307 shares; 2026Q1: 7,957 shares; 2026Q2: 7,937 shares 7,937 $322K 0.02% -20 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $320K 0.02% 0 Timeline SFLR 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: 7,531 shares; 2024Q4: 8,350 shares; 2025Q1: 8,600 shares; 2025Q2: 8,400 shares; 2025Q3: 8,533 shares; 2025Q4: 8,533 shares; 2026Q1: 8,483 shares; 2026Q2: 8,283 shares 8,283 $320K 0.02% -200 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: not reported; 2024Q4: 197 shares; 2025Q1: 257 shares; 2025Q2: 275 shares; 2025Q3: 266 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,199 shares 3,199 $318K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 960 shares 960 $317K 0.02% +15 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 730 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $314K 0.02% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,848 shares; 2025Q1: 35,354 shares; 2025Q2: 27,836 shares; 2025Q3: 4,837 shares; 2025Q4: 4,118 shares; 2026Q1: 4,009 shares; 2026Q2: 4,009 shares 4,009 $313K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 5,364 shares; 2025Q3: 5,787 shares; 2025Q4: 6,375 shares; 2026Q1: 6,267 shares; 2026Q2: 6,269 shares 6,269 $312K 0.02% +2 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: 4,588 shares; 2024Q4: 4,571 shares; 2025Q1: 3,210 shares; 2025Q2: 3,213 shares; 2025Q3: 2,607 shares; 2025Q4: 2,509 shares; 2026Q1: 2,565 shares; 2026Q2: 2,616 shares 2,616 $311K 0.02% +51 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,223 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 2,629 shares; 2026Q2: 2,640 shares 2,640 $310K 0.02% +11 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,461 shares; 2025Q1: 2,580 shares; 2025Q2: 2,840 shares; 2025Q3: 2,778 shares; 2025Q4: 5,083 shares; 2026Q1: 5,020 shares; 2026Q2: 2,364 shares 2,364 $309K 0.02% -2,656 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: not reported; 2024Q4: not reported; 2025Q1: 4,131 shares; 2025Q2: 4,140 shares; 2025Q3: 4,098 shares; 2025Q4: 4,106 shares; 2026Q1: 4,807 shares; 2026Q2: 4,120 shares 4,120 $308K 0.02% -687 Timeline WELLS FARGO & CO 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: 310 shares; 2024Q4: 320 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 255 shares; 2025Q4: 275 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $307K 0.02% 0 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: 1,990 shares; 2024Q4: 1,940 shares; 2025Q1: 1,841 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,885 shares 1,885 $301K 0.02% +14 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,470 shares; 2025Q3: 5,417 shares; 2025Q4: 5,417 shares; 2026Q1: 5,417 shares; 2026Q2: 5,417 shares 5,417 $301K 0.02% 0 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,674 shares; 2024Q4: 6,351 shares; 2025Q1: 6,351 shares; 2025Q2: 6,103 shares; 2025Q3: 6,237 shares; 2025Q4: 6,813 shares; 2026Q1: 6,988 shares; 2026Q2: 6,992 shares 6,992 $300K 0.02% +4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 401 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $298K 0.02% 0 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,284 shares; 2025Q1: 7,684 shares; 2025Q2: 7,084 shares; 2025Q3: 7,134 shares; 2025Q4: 7,928 shares; 2026Q1: 7,223 shares; 2026Q2: 7,566 shares 7,566 $297K 0.02% +343 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: 4,231 shares; 2024Q4: 4,432 shares; 2025Q1: 3,984 shares; 2025Q2: 4,493 shares; 2025Q3: 4,509 shares; 2025Q4: 4,553 shares; 2026Q1: 4,586 shares; 2026Q2: 4,776 shares 4,776 $296K 0.02% +190 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,747 shares; 2026Q1: 1,679 shares; 2026Q2: 1,696 shares 1,696 $295K 0.02% +17 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $294K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,277 shares; 2025Q4: not reported; 2026Q1: 2,251 shares; 2026Q2: 2,327 shares 2,327 $294K 0.02% +76 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 2,224 shares; 2025Q1: 1,947 shares; 2025Q2: 1,955 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $293K 0.02% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; 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: 2,746 shares 2,746 $293K 0.02% new Timeline PFIX 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: not reported; 2025Q4: not reported; 2026Q1: 5,005 shares; 2026Q2: 6,755 shares 6,755 $293K 0.02% +1,750 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 457 shares 457 $293K 0.02% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,296 shares; 2024Q4: 11,754 shares; 2025Q1: 11,654 shares; 2025Q2: 7,669 shares; 2025Q3: 5,789 shares; 2025Q4: 5,339 shares; 2026Q1: 5,314 shares; 2026Q2: 5,189 shares 5,189 $292K 0.02% -125 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: 10,769 shares; 2026Q2: 9,110 shares 9,110 $291K 0.02% -1,659 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,383 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,375 shares 2,375 $288K 0.02% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,230 shares; 2024Q4: 64,230 shares; 2025Q1: 54,230 shares; 2025Q2: 54,299 shares; 2025Q3: 44,299 shares; 2025Q4: 44,299 shares; 2026Q1: 44,299 shares; 2026Q2: 44,299 shares 44,299 $288K 0.02% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,368 shares; 2025Q4: 1,527 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $285K 0.02% 0 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: 4,521 shares; 2024Q4: 4,760 shares; 2025Q1: 4,441 shares; 2025Q2: 4,452 shares; 2025Q3: 4,339 shares; 2025Q4: 4,204 shares; 2026Q1: 2,840 shares; 2026Q2: 1,743 shares 1,743 $285K 0.02% -1,097 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares; 2026Q2: 2,775 shares 2,775 $282K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 578 shares; 2025Q4: 573 shares; 2026Q1: 564 shares; 2026Q2: 562 shares 562 $282K 0.02% -2 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 725 shares; 2025Q4: 714 shares; 2026Q1: not reported; 2026Q2: 749 shares 749 $281K 0.02% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR 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: not reported; 2026Q1: 10,969 shares; 2026Q2: 10,809 shares 10,809 $280K 0.02% -160 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: not reported; 2025Q4: not reported; 2026Q1: 8,179 shares; 2026Q2: 10,287 shares 10,287 $280K 0.02% +2,108 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,538 shares; 2025Q1: 8,934 shares; 2025Q2: 9,697 shares; 2025Q3: 8,675 shares; 2025Q4: 8,272 shares; 2026Q1: 6,365 shares; 2026Q2: 6,179 shares 6,179 $278K 0.02% -186 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,698 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares; 2026Q2: 2,721 shares 2,721 $277K 0.02% +80 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: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,251 shares; 2026Q1: 1,501 shares; 2026Q2: 1,737 shares 1,737 $276K 0.02% +236 Timeline FTQI 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: 10,908 shares; 2024Q4: 10,908 shares; 2025Q1: 10,908 shares; 2025Q2: 10,908 shares; 2025Q3: 11,514 shares; 2025Q4: 11,514 shares; 2026Q1: 11,780 shares; 2026Q2: 12,346 shares 12,346 $273K 0.02% +566 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,030 shares; 2024Q4: 20,020 shares; 2025Q1: 15,070 shares; 2025Q2: 12,195 shares; 2025Q3: 12,320 shares; 2025Q4: 12,855 shares; 2026Q1: 12,855 shares; 2026Q2: 12,855 shares 12,855 $273K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,520 shares; 2026Q1: 2,678 shares; 2026Q2: 2,336 shares 2,336 $271K 0.02% -342 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; 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: 8,000 shares; 2026Q2: 8,000 shares 8,000 $270K 0.02% 0 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: 4,475 shares; 2024Q4: 4,295 shares; 2025Q1: 4,049 shares; 2025Q2: 3,956 shares; 2025Q3: 3,902 shares; 2025Q4: 2,694 shares; 2026Q1: 2,677 shares; 2026Q2: 2,628 shares 2,628 $269K 0.02% -49 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,175 shares; 2025Q2: 8,404 shares; 2025Q3: 8,333 shares; 2025Q4: 9,365 shares; 2026Q1: 9,702 shares; 2026Q2: 10,095 shares 10,095 $268K 0.02% +393 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $267K 0.02% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $266K 0.02% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,050 shares; 2025Q3: 6,925 shares; 2025Q4: 8,925 shares; 2026Q1: 7,675 shares; 2026Q2: 7,675 shares 7,675 $265K 0.02% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: 3,890 shares; 2026Q1: 3,890 shares; 2026Q2: 3,890 shares 3,890 $262K 0.02% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 4,381 shares; 2025Q1: 4,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares; 2026Q1: 5,868 shares; 2026Q2: 5,875 shares 5,875 $262K 0.02% +7 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; 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: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares 2,412 $260K 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 4,789 shares; 2025Q1: 4,797 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares; 2026Q2: 4,584 shares 4,584 $259K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $259K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,046 shares; 2026Q2: 9,450 shares 9,450 $259K 0.02% -4,596 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,477 shares; 2024Q4: 5,477 shares; 2025Q1: 5,497 shares; 2025Q2: 5,365 shares; 2025Q3: 5,511 shares; 2025Q4: 5,470 shares; 2026Q1: 5,489 shares; 2026Q2: 5,509 shares 5,509 $257K 0.02% +20 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,087 shares; 2026Q2: 1,076 shares 1,076 $256K 0.02% -11 Timeline