AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,301 shares; 2024Q4: 125,384 shares; 2025Q1: 125,338 shares; 2025Q2: 125,857 shares; 2025Q3: 123,863 shares; 2025Q4: 122,122 shares; 2026Q1: 120,880 shares; 2026Q2: 120,820 shares 120,820 $35M 6.12% -60 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761,329 shares; 2024Q4: 754,463 shares; 2025Q1: 735,726 shares; 2025Q2: 730,584 shares; 2025Q3: 723,721 shares; 2025Q4: 717,628 shares; 2026Q1: 681,790 shares; 2026Q2: 673,835 shares 673,835 $32.2M 5.64% -7,955 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: 478,241 shares; 2024Q4: 480,688 shares; 2025Q1: 502,734 shares; 2025Q2: 511,444 shares; 2025Q3: 508,844 shares; 2025Q4: 506,711 shares; 2026Q1: 557,532 shares; 2026Q2: 561,017 shares 561,017 $27.3M 4.78% +3,485 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: 257,484 shares; 2024Q4: 256,632 shares; 2025Q1: 256,583 shares; 2025Q2: 266,536 shares; 2025Q3: 264,648 shares; 2025Q4: 275,284 shares; 2026Q1: 273,026 shares; 2026Q2: 270,271 shares 270,271 $24.9M 4.36% -2,755 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: 207,672 shares; 2024Q4: 699,852 shares; 2025Q1: 696,932 shares; 2025Q2: 695,335 shares; 2025Q3: 692,917 shares; 2025Q4: 692,254 shares; 2026Q1: 689,657 shares; 2026Q2: 706,182 shares 706,182 $22.4M 3.92% +16,525 Timeline QTEC 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: 66,046 shares; 2024Q4: 65,337 shares; 2025Q1: 64,168 shares; 2025Q2: 62,942 shares; 2025Q3: 61,028 shares; 2025Q4: 60,581 shares; 2026Q1: 60,384 shares; 2026Q2: 60,558 shares 60,558 $20.3M 3.55% +174 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454,007 shares; 2024Q4: 434,655 shares; 2025Q1: 434,874 shares; 2025Q2: 433,565 shares; 2025Q3: 424,220 shares; 2025Q4: 405,719 shares; 2026Q1: 384,166 shares; 2026Q2: 373,075 shares 373,075 $18.5M 3.23% -11,091 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: 136,404 shares; 2024Q4: 317,230 shares; 2025Q1: 349,232 shares; 2025Q2: 348,776 shares; 2025Q3: 346,340 shares; 2025Q4: 338,800 shares; 2026Q1: 313,667 shares; 2026Q2: 304,474 shares 304,474 $11.7M 2.06% -9,193 Timeline PMAY 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: 167,723 shares; 2024Q4: 164,848 shares; 2025Q1: 162,106 shares; 2025Q2: 231,771 shares; 2025Q3: 231,633 shares; 2025Q4: 231,633 shares; 2026Q1: 229,831 shares; 2026Q2: 228,425 shares 228,425 $9.43M 1.65% -1,406 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: 11,728 shares; 2024Q4: 12,302 shares; 2025Q1: 11,502 shares; 2025Q2: 12,598 shares; 2025Q3: 12,809 shares; 2025Q4: 12,622 shares; 2026Q1: 12,712 shares; 2026Q2: 12,603 shares 12,603 $9.28M 1.63% -109 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,679 shares; 2024Q4: 224,597 shares; 2025Q1: 213,211 shares; 2025Q2: 213,823 shares; 2025Q3: 212,958 shares; 2025Q4: 212,845 shares; 2026Q1: 211,773 shares; 2026Q2: 211,374 shares 211,374 $8.92M 1.56% -399 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: 193,007 shares; 2024Q4: 195,825 shares; 2025Q1: 207,165 shares; 2025Q2: 207,167 shares; 2025Q3: 198,158 shares; 2025Q4: 199,886 shares; 2026Q1: 204,902 shares; 2026Q2: 205,509 shares 205,509 $8.87M 1.55% +607 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,528 shares; 2024Q4: 32,850 shares; 2025Q1: 32,309 shares; 2025Q2: 32,012 shares; 2025Q3: 31,407 shares; 2025Q4: 31,218 shares; 2026Q1: 31,444 shares; 2026Q2: 31,421 shares 31,421 $8.32M 1.46% -23 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: 85,110 shares; 2024Q4: 86,060 shares; 2025Q1: 88,663 shares; 2025Q2: 87,489 shares; 2025Q3: 83,909 shares; 2025Q4: 81,621 shares; 2026Q1: 80,924 shares; 2026Q2: 82,310 shares 82,310 $7.73M 1.35% +1,386 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,870 shares; 2024Q4: 152,156 shares; 2025Q1: 151,151 shares; 2025Q2: 153,164 shares; 2025Q3: 152,401 shares; 2025Q4: 149,511 shares; 2026Q1: 149,468 shares; 2026Q2: 147,610 shares 147,610 $7.2M 1.26% -1,858 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: 24,491 shares; 2024Q4: 28,445 shares; 2025Q1: 28,344 shares; 2025Q2: 28,183 shares; 2025Q3: 28,304 shares; 2025Q4: 27,558 shares; 2026Q1: 27,285 shares; 2026Q2: 28,242 shares 28,242 $7.11M 1.24% +957 Timeline PFEB 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: 150,378 shares; 2024Q4: 146,931 shares; 2025Q1: 164,392 shares; 2025Q2: 176,060 shares; 2025Q3: 170,616 shares; 2025Q4: 168,027 shares; 2026Q1: 161,134 shares; 2026Q2: 158,521 shares 158,521 $6.83M 1.2% -2,613 Timeline TCAF 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: 112,104 shares; 2024Q4: 129,002 shares; 2025Q1: 132,814 shares; 2025Q2: 134,514 shares; 2025Q3: 135,746 shares; 2025Q4: 137,085 shares; 2026Q1: 163,913 shares; 2026Q2: 162,958 shares 162,958 $6.7M 1.17% -955 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: 12,220 shares; 2024Q4: 12,784 shares; 2025Q1: 13,756 shares; 2025Q2: 14,069 shares; 2025Q3: 14,787 shares; 2025Q4: 14,333 shares; 2026Q1: 14,277 shares; 2026Q2: 13,108 shares 13,108 $6.56M 1.15% -1,169 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: 43,719 shares; 2024Q4: 46,512 shares; 2025Q1: 47,059 shares; 2025Q2: 46,981 shares; 2025Q3: 45,410 shares; 2025Q4: 43,170 shares; 2026Q1: 40,877 shares; 2026Q2: 41,347 shares 41,347 $6.06M 1.06% +470 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,426 shares; 2024Q4: 7,814 shares; 2025Q1: 7,832 shares; 2025Q2: 7,773 shares; 2025Q3: 7,443 shares; 2025Q4: 7,706 shares; 2026Q1: 7,999 shares; 2026Q2: 8,669 shares 8,669 $5.95M 1.04% +670 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: 21,878 shares; 2024Q4: 23,634 shares; 2025Q1: 23,484 shares; 2025Q2: 23,888 shares; 2025Q3: 22,994 shares; 2025Q4: 23,414 shares; 2026Q1: 23,979 shares; 2026Q2: 24,064 shares 24,064 $5.74M 1% +85 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: 18,549 shares; 2024Q4: 20,662 shares; 2025Q1: 20,696 shares; 2025Q2: 20,787 shares; 2025Q3: 20,730 shares; 2025Q4: 19,440 shares; 2026Q1: 19,442 shares; 2026Q2: 20,026 shares 20,026 $5.41M 0.95% +584 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: 18,540 shares; 2024Q4: 22,440 shares; 2025Q1: 21,482 shares; 2025Q2: 21,651 shares; 2025Q3: 20,954 shares; 2025Q4: 20,203 shares; 2026Q1: 19,771 shares; 2026Q2: 20,549 shares 20,549 $5.22M 0.91% +778 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: 16,025 shares; 2024Q4: 16,635 shares; 2025Q1: 19,380 shares; 2025Q2: 20,028 shares; 2025Q3: 21,978 shares; 2025Q4: 21,187 shares; 2026Q1: 23,449 shares; 2026Q2: 24,008 shares 24,008 $4.8M 0.84% +559 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: 12,863 shares; 2024Q4: 14,240 shares; 2025Q1: 14,414 shares; 2025Q2: 14,281 shares; 2025Q3: 14,234 shares; 2025Q4: 14,203 shares; 2026Q1: 14,336 shares; 2026Q2: 14,489 shares 14,489 $4.74M 0.83% +153 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: 18,229 shares; 2024Q4: 18,037 shares; 2025Q1: 17,715 shares; 2025Q2: 17,686 shares; 2025Q3: 16,112 shares; 2025Q4: 15,106 shares; 2026Q1: 14,559 shares; 2026Q2: 13,809 shares 13,809 $4.73M 0.83% -750 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: 8,784 shares; 2024Q4: 9,423 shares; 2025Q1: 9,756 shares; 2025Q2: 10,086 shares; 2025Q3: 10,844 shares; 2025Q4: 11,110 shares; 2026Q1: 11,948 shares; 2026Q2: 12,256 shares 12,256 $4.57M 0.8% +308 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,200 shares; 2024Q4: 11,309 shares; 2025Q1: 11,696 shares; 2025Q2: 11,862 shares; 2025Q3: 12,446 shares; 2025Q4: 12,779 shares; 2026Q1: 12,684 shares; 2026Q2: 12,493 shares 12,493 $4.41M 0.77% -191 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: 100,144 shares; 2024Q4: 99,642 shares; 2025Q1: 98,420 shares; 2025Q2: 97,973 shares; 2025Q3: 95,398 shares; 2025Q4: 91,693 shares; 2026Q1: 89,468 shares; 2026Q2: 89,772 shares 89,772 $4.33M 0.76% +304 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: 51,573 shares; 2024Q4: 51,576 shares; 2025Q1: 51,989 shares; 2025Q2: 51,766 shares; 2025Q3: 51,679 shares; 2025Q4: 50,958 shares; 2026Q1: 51,321 shares; 2026Q2: 52,128 shares 52,128 $4.23M 0.74% +807 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,256 shares; 2024Q4: 91,373 shares; 2025Q1: 91,280 shares; 2025Q2: 92,225 shares; 2025Q3: 92,452 shares; 2025Q4: 89,424 shares; 2026Q1: 88,714 shares; 2026Q2: 88,714 shares 88,714 $4.12M 0.72% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,326 shares; 2025Q1: 29,249 shares; 2025Q2: 28,056 shares; 2025Q3: 27,945 shares; 2025Q4: 27,806 shares; 2026Q1: 27,930 shares; 2026Q2: 28,157 shares 28,157 $3.93M 0.69% +227 Timeline PJUN 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: 108,254 shares; 2024Q4: 94,167 shares; 2025Q1: 94,167 shares; 2025Q2: 94,166 shares; 2025Q3: 90,080 shares; 2025Q4: 89,718 shares; 2026Q1: 89,720 shares; 2026Q2: 88,151 shares 88,151 $3.81M 0.67% -1,569 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,883 shares; 2024Q4: 79,877 shares; 2025Q1: 77,400 shares; 2025Q2: 76,056 shares; 2025Q3: 86,264 shares; 2025Q4: 86,264 shares; 2026Q1: 85,042 shares; 2026Q2: 82,461 shares 82,461 $3.76M 0.66% -2,581 Timeline BILZ 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: 4,528 shares; 2024Q4: 3,974 shares; 2025Q1: 4,162 shares; 2025Q2: 22,776 shares; 2025Q3: 23,021 shares; 2025Q4: 21,622 shares; 2026Q1: 34,265 shares; 2026Q2: 37,076 shares 37,076 $3.74M 0.66% +2,811 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: 13,944 shares; 2024Q4: 14,893 shares; 2025Q1: 17,309 shares; 2025Q2: 20,115 shares; 2025Q3: 20,381 shares; 2025Q4: 20,949 shares; 2026Q1: 22,069 shares; 2026Q2: 22,642 shares 22,642 $3.66M 0.64% +573 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,864 shares; 2025Q4: 169,864 shares; 2026Q1: 169,864 shares; 2026Q2: 169,864 shares 169,864 $3.61M 0.63% 0 Timeline QFLR 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: 80,667 shares; 2024Q4: 85,914 shares; 2025Q1: 89,420 shares; 2025Q2: 89,740 shares; 2025Q3: 91,559 shares; 2025Q4: 91,694 shares; 2026Q1: 92,620 shares; 2026Q2: 93,918 shares 93,918 $3.43M 0.6% +1,298 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,010 shares; 2025Q4: 153,914 shares; 2026Q1: 154,592 shares; 2026Q2: 154,592 shares 154,592 $3.4M 0.6% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,205 shares; 2026Q1: 69,813 shares; 2026Q2: 90,911 shares 90,911 $3.32M 0.58% +21,098 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: 16,374 shares; 2024Q4: 16,619 shares; 2025Q1: 17,064 shares; 2025Q2: 17,662 shares; 2025Q3: 18,881 shares; 2025Q4: 19,339 shares; 2026Q1: 19,273 shares; 2026Q2: 19,184 shares 19,184 $3.26M 0.57% -89 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: 47,600 shares; 2024Q4: 54,325 shares; 2025Q1: 54,297 shares; 2025Q2: 54,429 shares; 2025Q3: 53,899 shares; 2025Q4: 51,388 shares; 2026Q1: 51,095 shares; 2026Q2: 49,030 shares 49,030 $3.04M 0.53% -2,065 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: 52,186 shares; 2024Q4: 24,170 shares; 2025Q1: 24,242 shares; 2025Q2: 48,946 shares; 2025Q3: 49,270 shares; 2025Q4: 51,005 shares; 2026Q1: 50,094 shares; 2026Q2: 42,028 shares 42,028 $2.99M 0.52% -8,066 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: 7,715 shares; 2024Q4: 8,190 shares; 2025Q1: 7,662 shares; 2025Q2: 7,448 shares; 2025Q3: 6,664 shares; 2025Q4: 6,693 shares; 2026Q1: 6,857 shares; 2026Q2: 6,974 shares 6,974 $2.93M 0.51% +117 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: 15,980 shares; 2024Q4: 18,160 shares; 2025Q1: 18,119 shares; 2025Q2: 17,896 shares; 2025Q3: 17,997 shares; 2025Q4: 17,605 shares; 2026Q1: 17,754 shares; 2026Q2: 17,618 shares 17,618 $2.92M 0.51% -136 Timeline TCAL 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: not reported; 2025Q3: 101,315 shares; 2025Q4: 122,828 shares; 2026Q1: 127,679 shares; 2026Q2: 128,083 shares 128,083 $2.84M 0.5% +404 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,018 shares; 2024Q4: 59,560 shares; 2025Q1: 67,764 shares; 2025Q2: 67,694 shares; 2025Q3: 64,563 shares; 2025Q4: 60,874 shares; 2026Q1: 60,123 shares; 2026Q2: 59,748 shares 59,748 $2.74M 0.48% -375 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: 26,681 shares; 2024Q4: 29,676 shares; 2025Q1: 29,371 shares; 2025Q2: 29,781 shares; 2025Q3: 28,647 shares; 2025Q4: 28,130 shares; 2026Q1: 27,828 shares; 2026Q2: 28,008 shares 28,008 $2.68M 0.47% +180 Timeline BUFF 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: 57,618 shares; 2024Q4: 54,259 shares; 2025Q1: 52,684 shares; 2025Q2: 52,378 shares; 2025Q3: 51,904 shares; 2025Q4: 50,490 shares; 2026Q1: 50,291 shares; 2026Q2: 50,291 shares 50,291 $2.65M 0.46% 0 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: 35,330 shares; 2024Q4: 35,648 shares; 2025Q1: 35,501 shares; 2025Q2: 34,539 shares; 2025Q3: 34,321 shares; 2025Q4: 33,694 shares; 2026Q1: 32,587 shares; 2026Q2: 32,501 shares 32,501 $2.46M 0.43% -86 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,731 shares; 2024Q4: 52,856 shares; 2025Q1: 53,062 shares; 2025Q2: 52,488 shares; 2025Q3: 51,573 shares; 2025Q4: 49,981 shares; 2026Q1: 48,420 shares; 2026Q2: 52,722 shares 52,722 $2.45M 0.43% +4,302 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,351 shares; 2026Q1: 99,811 shares; 2026Q2: 99,811 shares 99,811 $2.29M 0.4% 0 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: not reported; 2024Q4: 7,901 shares; 2025Q1: 14,269 shares; 2025Q2: 21,231 shares; 2025Q3: 26,195 shares; 2025Q4: 31,335 shares; 2026Q1: 37,026 shares; 2026Q2: 46,240 shares 46,240 $2.28M 0.4% +9,214 Timeline FLAO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,145 shares; 2024Q4: 79,145 shares; 2025Q1: 79,145 shares; 2025Q2: 79,145 shares; 2025Q3: 79,145 shares; 2025Q4: 79,145 shares; 2026Q1: 79,145 shares; 2026Q2: 79,145 shares 79,145 $2.24M 0.39% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,140 shares; 2024Q4: 123,040 shares; 2025Q1: 123,040 shares; 2025Q2: 135,540 shares; 2025Q3: 153,040 shares; 2025Q4: 206,090 shares; 2026Q1: 179,440 shares; 2026Q2: 184,440 shares 184,440 $2.24M 0.39% +5,000 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: 19,826 shares; 2024Q4: 20,183 shares; 2025Q1: 21,690 shares; 2025Q2: 21,928 shares; 2025Q3: 23,439 shares; 2025Q4: 26,270 shares; 2026Q1: 29,460 shares; 2026Q2: 30,140 shares 30,140 $2.21M 0.39% +680 Timeline PNOV 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: 7,900 shares; 2024Q4: 36,771 shares; 2025Q1: 48,807 shares; 2025Q2: 48,807 shares; 2025Q3: 48,807 shares; 2025Q4: 48,807 shares; 2026Q1: 48,807 shares; 2026Q2: 48,434 shares 48,434 $2.15M 0.38% -373 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,459 shares; 2024Q4: 17,199 shares; 2025Q1: 17,349 shares; 2025Q2: 16,041 shares; 2025Q3: 16,216 shares; 2025Q4: 16,315 shares; 2026Q1: 16,643 shares; 2026Q2: 15,538 shares 15,538 $2.12M 0.37% -1,105 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: 2,749 shares; 2024Q4: 2,469 shares; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 2,468 shares; 2025Q4: 2,454 shares; 2026Q1: 21,452 shares; 2026Q2: 17,213 shares 17,213 $2.09M 0.37% -4,239 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: 11,971 shares; 2024Q4: 13,745 shares; 2025Q1: 13,720 shares; 2025Q2: 13,886 shares; 2025Q3: 13,594 shares; 2025Q4: 13,402 shares; 2026Q1: 13,494 shares; 2026Q2: 14,384 shares 14,384 $1.95M 0.34% +890 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,962 shares; 2026Q1: 83,962 shares; 2026Q2: 83,962 shares 83,962 $1.89M 0.33% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,323 shares; 2024Q4: 31,194 shares; 2025Q1: 31,947 shares; 2025Q2: 33,038 shares; 2025Q3: 33,765 shares; 2025Q4: 33,680 shares; 2026Q1: 33,476 shares; 2026Q2: 34,765 shares 34,765 $1.82M 0.32% +1,289 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: 6,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,636 shares 5,636 $1.73M 0.3% new 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: 55,896 shares; 2024Q4: 53,195 shares; 2025Q1: 50,778 shares; 2025Q2: 50,105 shares; 2025Q3: 51,381 shares; 2025Q4: 41,645 shares; 2026Q1: 40,656 shares; 2026Q2: 40,123 shares 40,123 $1.7M 0.3% -533 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,762 shares; 2024Q4: 38,488 shares; 2025Q1: 38,405 shares; 2025Q2: 37,860 shares; 2025Q3: 35,544 shares; 2025Q4: 33,825 shares; 2026Q1: 32,799 shares; 2026Q2: 31,814 shares 31,814 $1.7M 0.3% -985 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,131 shares; 2024Q4: 34,597 shares; 2025Q1: 34,732 shares; 2025Q2: 34,732 shares; 2025Q3: 34,899 shares; 2025Q4: 34,634 shares; 2026Q1: 33,866 shares; 2026Q2: 34,201 shares 34,201 $1.69M 0.3% +335 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,553 shares; 2024Q4: 36,062 shares; 2025Q1: 37,974 shares; 2025Q2: 40,423 shares; 2025Q3: 40,351 shares; 2025Q4: 39,869 shares; 2026Q1: 39,538 shares; 2026Q2: 39,565 shares 39,565 $1.69M 0.3% +27 Timeline BAPR 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: 34,968 shares; 2024Q4: 34,968 shares; 2025Q1: 34,818 shares; 2025Q2: 34,707 shares; 2025Q3: 34,707 shares; 2025Q4: 32,146 shares; 2026Q1: 32,146 shares; 2026Q2: 30,908 shares 30,908 $1.65M 0.29% -1,238 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,895 shares; 2026Q2: 6,600 shares 6,600 $1.6M 0.28% -295 Timeline DDTF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,490 shares; 2026Q2: 78,962 shares 78,962 $1.6M 0.28% +2,472 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: 29,595 shares; 2024Q4: 29,440 shares; 2025Q1: 29,245 shares; 2025Q2: 29,227 shares; 2025Q3: 28,787 shares; 2025Q4: 28,322 shares; 2026Q1: 27,777 shares; 2026Q2: 27,504 shares 27,504 $1.55M 0.27% -273 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: 6,473 shares; 2024Q4: 8,486 shares; 2025Q1: 8,516 shares; 2025Q2: 8,540 shares; 2025Q3: 8,590 shares; 2025Q4: 8,618 shares; 2026Q1: 8,482 shares; 2026Q2: 8,525 shares 8,525 $1.54M 0.27% +43 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,643 shares; 2024Q4: 43,345 shares; 2025Q1: 40,580 shares; 2025Q2: 54,231 shares; 2025Q3: 54,037 shares; 2025Q4: 43,439 shares; 2026Q1: 35,863 shares; 2026Q2: 30,129 shares 30,129 $1.5M 0.26% -5,734 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: 7,836 shares; 2024Q4: 7,975 shares; 2025Q1: 8,034 shares; 2025Q2: 6,884 shares; 2025Q3: 6,867 shares; 2025Q4: 6,961 shares; 2026Q1: 7,608 shares; 2026Q2: 17,285 shares 17,285 $1.49M 0.26% +9,677 Timeline PSEP 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: 5,253 shares; 2024Q4: 5,253 shares; 2025Q1: 5,253 shares; 2025Q2: 5,253 shares; 2025Q3: 31,611 shares; 2025Q4: 31,611 shares; 2026Q1: 31,611 shares; 2026Q2: 30,800 shares 30,800 $1.42M 0.25% -811 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: 15,585 shares; 2024Q4: 15,636 shares; 2025Q1: 15,325 shares; 2025Q2: 15,266 shares; 2025Q3: 15,247 shares; 2025Q4: 15,144 shares; 2026Q1: 14,771 shares; 2026Q2: 14,701 shares 14,701 $1.42M 0.25% -70 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,147 shares 6,147 $1.41M 0.25% new 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: 4,578 shares; 2024Q4: 4,594 shares; 2025Q1: 4,650 shares; 2025Q2: 4,583 shares; 2025Q3: 4,529 shares; 2025Q4: 4,415 shares; 2026Q1: 4,348 shares; 2026Q2: 17,264 shares 17,264 $1.39M 0.24% +12,916 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,239 shares; 2025Q1: 2,249 shares; 2025Q2: 2,434 shares; 2025Q3: 2,577 shares; 2025Q4: 2,768 shares; 2026Q1: 3,486 shares; 2026Q2: 3,814 shares 3,814 $1.36M 0.24% +328 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: 12,288 shares; 2024Q4: 12,585 shares; 2025Q1: 12,773 shares; 2025Q2: 13,107 shares; 2025Q3: 14,068 shares; 2025Q4: 15,439 shares; 2026Q1: 16,606 shares; 2026Q2: 16,200 shares 16,200 $1.34M 0.23% -406 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,836 shares; 2024Q4: 14,846 shares; 2025Q1: 15,943 shares; 2025Q2: 17,146 shares; 2025Q3: 17,109 shares; 2025Q4: 16,643 shares; 2026Q1: 16,529 shares; 2026Q2: 16,482 shares 16,482 $1.3M 0.23% -47 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: 2,876 shares; 2024Q4: 2,681 shares; 2025Q1: 2,952 shares; 2025Q2: 3,271 shares; 2025Q3: 2,552 shares; 2025Q4: 3,126 shares; 2026Q1: 3,255 shares; 2026Q2: 3,354 shares 3,354 $1.27M 0.22% +99 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: 363 shares; 2024Q4: 1,261 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,285 shares; 2026Q1: 1,317 shares; 2026Q2: 10,552 shares 10,552 $1.26M 0.22% +9,235 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: 1,529 shares; 2024Q4: 1,620 shares; 2025Q1: 1,674 shares; 2025Q2: 1,573 shares; 2025Q3: 1,628 shares; 2025Q4: 1,619 shares; 2026Q1: 1,753 shares; 2026Q2: 1,717 shares 1,717 $1.24M 0.22% -36 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,387 shares; 2025Q2: 7,187 shares; 2025Q3: 10,926 shares; 2025Q4: 14,555 shares; 2026Q1: 14,975 shares; 2026Q2: 15,420 shares 15,420 $1.24M 0.22% +445 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,009 shares; 2026Q1: 59,271 shares; 2026Q2: 59,271 shares 59,271 $1.21M 0.21% 0 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: 2,171 shares; 2024Q4: 2,249 shares; 2025Q1: 2,410 shares; 2025Q2: 2,464 shares; 2025Q3: 2,578 shares; 2025Q4: 2,597 shares; 2026Q1: 2,756 shares; 2026Q2: 3,418 shares 3,418 $1.21M 0.21% +662 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,430 shares; 2024Q4: 34,430 shares; 2025Q1: 34,430 shares; 2025Q2: 34,430 shares; 2025Q3: 34,430 shares; 2025Q4: 34,430 shares; 2026Q1: 34,430 shares; 2026Q2: 34,430 shares 34,430 $1.18M 0.21% 0 Timeline PID 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: 56,828 shares; 2024Q4: 56,682 shares; 2025Q1: 56,362 shares; 2025Q2: 55,478 shares; 2025Q3: 55,323 shares; 2025Q4: 54,897 shares; 2026Q1: 53,815 shares; 2026Q2: 52,497 shares 52,497 $1.17M 0.2% -1,318 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: 15,159 shares; 2024Q4: 16,404 shares; 2025Q1: 17,343 shares; 2025Q2: 18,131 shares; 2025Q3: 18,184 shares; 2025Q4: 17,988 shares; 2026Q1: 18,171 shares; 2026Q2: 19,095 shares 19,095 $1.15M 0.2% +924 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: 866 shares; 2024Q4: 883 shares; 2025Q1: 899 shares; 2025Q2: 929 shares; 2025Q3: 936 shares; 2025Q4: 930 shares; 2026Q1: 1,036 shares; 2026Q2: 1,068 shares 1,068 $1.14M 0.2% +32 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: 1,235 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,163 shares; 2026Q1: 1,164 shares; 2026Q2: 1,182 shares 1,182 $1.14M 0.2% +18 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: 7,621 shares; 2024Q4: 7,388 shares; 2025Q1: 7,325 shares; 2025Q2: 7,317 shares; 2025Q3: 7,266 shares; 2025Q4: 7,139 shares; 2026Q1: 7,188 shares; 2026Q2: 7,104 shares 7,104 $1.12M 0.2% -84 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,512 shares; 2024Q4: 12,448 shares; 2025Q1: 12,339 shares; 2025Q2: 12,368 shares; 2025Q3: 12,380 shares; 2025Q4: 12,381 shares; 2026Q1: 12,110 shares; 2026Q2: 12,085 shares 12,085 $1.07M 0.19% -25 Timeline KORP 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: 19,097 shares; 2024Q4: 19,033 shares; 2025Q1: 19,383 shares; 2025Q2: 19,532 shares; 2025Q3: 20,950 shares; 2025Q4: 21,076 shares; 2026Q1: 23,114 shares; 2026Q2: 22,410 shares 22,410 $1.05M 0.18% -704 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,884 shares; 2025Q3: 9,200 shares; 2025Q4: 11,184 shares; 2026Q1: 11,109 shares; 2026Q2: 11,107 shares 11,107 $1.04M 0.18% -2 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: 7,608 shares; 2024Q4: 7,565 shares; 2025Q1: 7,768 shares; 2025Q2: 6,269 shares; 2025Q3: 5,752 shares; 2025Q4: 5,805 shares; 2026Q1: 5,863 shares; 2026Q2: 4,684 shares 4,684 $1.02M 0.18% -1,179 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,854 shares; 2025Q4: 33,854 shares; 2026Q1: 33,854 shares; 2026Q2: 32,299 shares 32,299 $1.01M 0.18% -1,555 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,418 shares; 2024Q4: 7,327 shares; 2025Q1: 7,312 shares; 2025Q2: 7,267 shares; 2025Q3: 7,230 shares; 2025Q4: 7,182 shares; 2026Q1: 6,905 shares; 2026Q2: 6,828 shares 6,828 $999K 0.18% -77 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,470 shares; 2024Q4: 15,573 shares; 2025Q1: 16,137 shares; 2025Q2: 16,425 shares; 2025Q3: 14,918 shares; 2025Q4: 14,276 shares; 2026Q1: 13,576 shares; 2026Q2: 12,193 shares 12,193 $950K 0.17% -1,383 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: 2,538 shares; 2024Q4: 2,293 shares; 2025Q1: 2,629 shares; 2025Q2: 2,520 shares; 2025Q3: 2,500 shares; 2025Q4: 2,385 shares; 2026Q1: 2,388 shares; 2026Q2: 2,522 shares 2,522 $933K 0.16% +134 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: 7,232 shares; 2024Q4: 7,216 shares; 2025Q1: 7,220 shares; 2025Q2: 7,143 shares; 2025Q3: 7,194 shares; 2025Q4: 7,200 shares; 2026Q1: 7,440 shares; 2026Q2: 7,875 shares 7,875 $925K 0.16% +435 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: 7,181 shares; 2024Q4: 11,651 shares; 2025Q1: 11,340 shares; 2025Q2: 11,408 shares; 2025Q3: 10,746 shares; 2025Q4: 10,779 shares; 2026Q1: 10,696 shares; 2026Q2: 10,448 shares 10,448 $917K 0.16% -248 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: 3,639 shares; 2024Q4: 3,648 shares; 2025Q1: 3,604 shares; 2025Q2: 3,637 shares; 2025Q3: 3,431 shares; 2025Q4: 3,280 shares; 2026Q1: 3,376 shares; 2026Q2: 3,021 shares 3,021 $916K 0.16% -355 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 5,616 shares; 2025Q1: 5,627 shares; 2025Q2: 5,640 shares; 2025Q3: 5,652 shares; 2025Q4: 5,664 shares; 2026Q1: 5,677 shares; 2026Q2: 5,689 shares 5,689 $909K 0.16% +12 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,850 shares; 2025Q1: 4,628 shares; 2025Q2: 5,338 shares; 2025Q3: 5,738 shares; 2025Q4: 6,365 shares; 2026Q1: 6,803 shares; 2026Q2: 8,015 shares 8,015 $905K 0.16% +1,212 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,794 shares; 2024Q4: 21,109 shares; 2025Q1: 20,809 shares; 2025Q2: 21,402 shares; 2025Q3: 20,181 shares; 2025Q4: 20,519 shares; 2026Q1: 20,627 shares; 2026Q2: 18,425 shares 18,425 $892K 0.16% -2,202 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: 2,436 shares; 2024Q4: 2,381 shares; 2025Q1: 2,399 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 2,408 shares; 2026Q1: 2,391 shares; 2026Q2: 2,391 shares 2,391 $881K 0.15% 0 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: 3,676 shares; 2024Q4: 4,368 shares; 2025Q1: 4,275 shares; 2025Q2: 3,911 shares; 2025Q3: 3,918 shares; 2025Q4: 3,947 shares; 2026Q1: 3,843 shares; 2026Q2: 3,852 shares 3,852 $874K 0.15% +9 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,325 shares; 2026Q2: 36,210 shares 36,210 $864K 0.15% +10,885 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,614 shares; 2024Q4: 20,146 shares; 2025Q1: 20,146 shares; 2025Q2: 20,146 shares; 2025Q3: 20,146 shares; 2025Q4: 16,468 shares; 2026Q1: 16,238 shares; 2026Q2: 16,238 shares 16,238 $834K 0.15% 0 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: 536 shares; 2024Q4: 536 shares; 2025Q1: 519 shares; 2025Q2: 509 shares; 2025Q3: 512 shares; 2025Q4: 516 shares; 2026Q1: 610 shares; 2026Q2: 693 shares 693 $831K 0.15% +83 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,861 shares; 2024Q4: 19,124 shares; 2025Q1: 19,504 shares; 2025Q2: 19,908 shares; 2025Q3: 21,139 shares; 2025Q4: 19,036 shares; 2026Q1: 17,905 shares; 2026Q2: 17,814 shares 17,814 $831K 0.15% -91 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: 12,759 shares; 2024Q4: 12,694 shares; 2025Q1: 7,998 shares; 2025Q2: 12,119 shares; 2025Q3: 12,213 shares; 2025Q4: 11,768 shares; 2026Q1: 10,234 shares; 2026Q2: 13,355 shares 13,355 $821K 0.14% +3,121 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,809 shares; 2024Q4: 16,809 shares; 2025Q1: 16,809 shares; 2025Q2: 16,809 shares; 2025Q3: 16,809 shares; 2025Q4: 16,209 shares; 2026Q1: 16,209 shares; 2026Q2: 16,209 shares 16,209 $820K 0.14% 0 Timeline DDTA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,668 shares 39,668 $811K 0.14% new 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: 6,793 shares; 2024Q4: 7,809 shares; 2025Q1: 7,845 shares; 2025Q2: 7,765 shares; 2025Q3: 7,789 shares; 2025Q4: 7,432 shares; 2026Q1: 7,471 shares; 2026Q2: 7,353 shares 7,353 $807K 0.14% -118 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: 606 shares; 2024Q4: 631 shares; 2025Q1: 653 shares; 2025Q2: 704 shares; 2025Q3: 723 shares; 2025Q4: 730 shares; 2026Q1: 769 shares; 2026Q2: 863 shares 863 $807K 0.14% +94 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,419 shares; 2025Q1: 4,475 shares; 2025Q2: 4,375 shares; 2025Q3: 4,442 shares; 2025Q4: 4,450 shares; 2026Q1: 4,509 shares; 2026Q2: 4,576 shares 4,576 $778K 0.14% +67 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: 6,932 shares; 2024Q4: 7,726 shares; 2025Q1: 7,809 shares; 2025Q2: 7,903 shares; 2025Q3: 7,967 shares; 2025Q4: 8,010 shares; 2026Q1: 8,218 shares; 2026Q2: 8,484 shares 8,484 $770K 0.13% +266 Timeline TGS TRANSPORTADORA DE GAS DEL SU More: the full row for TRANSPORTADORA DE GAS DEL SU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,852 shares 25,852 $769K 0.13% new 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: 4,155 shares; 2024Q4: 4,478 shares; 2025Q1: 6,177 shares; 2025Q2: 3,961 shares; 2025Q3: 6,425 shares; 2025Q4: 6,759 shares; 2026Q1: 8,207 shares; 2026Q2: 8,730 shares 8,730 $767K 0.13% +523 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: 1,191 shares 1,191 $763K 0.13% new 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: 1,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,288 shares; 2025Q4: 1,343 shares; 2026Q1: 1,327 shares; 2026Q2: 1,280 shares 1,280 $744K 0.13% -47 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,802 shares; 2026Q1: 36,802 shares; 2026Q2: 36,802 shares 36,802 $739K 0.13% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,604 shares; 2024Q4: 16,318 shares; 2025Q1: 16,380 shares; 2025Q2: 16,197 shares; 2025Q3: 14,197 shares; 2025Q4: 8,230 shares; 2026Q1: 7,593 shares; 2026Q2: 9,698 shares 9,698 $722K 0.13% +2,105 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: 5,037 shares; 2024Q4: 5,303 shares; 2025Q1: 5,751 shares; 2025Q2: 4,647 shares; 2025Q3: 4,735 shares; 2025Q4: 4,655 shares; 2026Q1: 4,310 shares; 2026Q2: 4,405 shares 4,405 $721K 0.13% +95 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: 3,911 shares; 2024Q4: 3,921 shares; 2025Q1: 3,931 shares; 2025Q2: 3,965 shares; 2025Q3: 4,006 shares; 2025Q4: 3,810 shares; 2026Q1: 3,841 shares; 2026Q2: 3,873 shares 3,873 $716K 0.13% +32 Timeline DDTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,952 shares; 2026Q2: 34,952 shares 34,952 $702K 0.12% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 6,853 shares; 2025Q1: 10,583 shares; 2025Q2: 10,416 shares; 2025Q3: 5,671 shares; 2025Q4: not reported; 2026Q1: 11,376 shares; 2026Q2: 14,008 shares 14,008 $697K 0.12% +2,632 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 380 shares; 2025Q4: 390 shares; 2026Q1: 520 shares; 2026Q2: 583 shares 583 $685K 0.12% +63 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: 4,835 shares; 2024Q4: 4,811 shares; 2025Q1: 4,840 shares; 2025Q2: 5,091 shares; 2025Q3: 5,064 shares; 2025Q4: 5,055 shares; 2026Q1: 5,539 shares; 2026Q2: 6,044 shares 6,044 $685K 0.12% +505 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: 1,777 shares; 2024Q4: 1,778 shares; 2025Q1: 1,773 shares; 2025Q2: 1,464 shares; 2025Q3: 1,465 shares; 2025Q4: 3,257 shares; 2026Q1: 3,131 shares; 2026Q2: 3,591 shares 3,591 $684K 0.12% +460 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,319 shares; 2026Q1: 1,373 shares; 2026Q2: 8,238 shares 8,238 $681K 0.12% +6,865 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: 3,245 shares; 2024Q4: 3,818 shares; 2025Q1: 3,869 shares; 2025Q2: 3,821 shares; 2025Q3: 3,909 shares; 2025Q4: 3,924 shares; 2026Q1: 3,923 shares; 2026Q2: 3,942 shares 3,942 $666K 0.12% +19 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: 3,709 shares; 2024Q4: 3,919 shares; 2025Q1: 4,180 shares; 2025Q2: 4,357 shares; 2025Q3: 4,886 shares; 2025Q4: 4,798 shares; 2026Q1: 4,771 shares; 2026Q2: 4,869 shares 4,869 $666K 0.12% +98 Timeline MMTM 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: 2,207 shares; 2024Q4: 2,197 shares; 2025Q1: 2,196 shares; 2025Q2: 2,164 shares; 2025Q3: 2,157 shares; 2025Q4: 2,156 shares; 2026Q1: 2,062 shares; 2026Q2: 2,060 shares 2,060 $645K 0.11% -2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,379 shares; 2026Q1: 2,400 shares; 2026Q2: 2,514 shares 2,514 $642K 0.11% +114 Timeline DDFA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,209 shares 31,209 $630K 0.11% new Timeline UJAN 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: 18,695 shares; 2024Q4: 18,695 shares; 2025Q1: 16,040 shares; 2025Q2: 16,040 shares; 2025Q3: 16,040 shares; 2025Q4: 16,040 shares; 2026Q1: 15,443 shares; 2026Q2: 13,821 shares 13,821 $627K 0.11% -1,622 Timeline XSVM 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: 10,114 shares; 2024Q4: 10,556 shares; 2025Q1: 10,371 shares; 2025Q2: 10,334 shares; 2025Q3: 9,704 shares; 2025Q4: 9,218 shares; 2026Q1: 9,099 shares; 2026Q2: 8,938 shares 8,938 $622K 0.11% -161 Timeline NESR NATIONAL ENERGY SERVICES REU More: the full row for NATIONAL ENERGY SERVICES REU Quarterly shares; 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: 20,653 shares 20,653 $618K 0.11% new 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: 5,900 shares; 2024Q4: 8,837 shares; 2025Q1: 8,923 shares; 2025Q2: 8,972 shares; 2025Q3: 9,000 shares; 2025Q4: 8,456 shares; 2026Q1: 8,488 shares; 2026Q2: 8,515 shares 8,515 $613K 0.11% +27 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: 3,861 shares; 2024Q4: 4,016 shares; 2025Q1: 4,167 shares; 2025Q2: 4,381 shares; 2025Q3: 4,793 shares; 2025Q4: 4,698 shares; 2026Q1: 4,679 shares; 2026Q2: 4,815 shares 4,815 $609K 0.11% +136 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: 2,999 shares; 2024Q4: 3,380 shares; 2025Q1: 3,434 shares; 2025Q2: 3,380 shares; 2025Q3: 3,416 shares; 2025Q4: 3,436 shares; 2026Q1: 3,685 shares; 2026Q2: 3,807 shares 3,807 $597K 0.1% +122 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,353 shares; 2025Q1: 2,254 shares; 2025Q2: 2,265 shares; 2025Q3: 2,185 shares; 2025Q4: 2,157 shares; 2026Q1: 2,099 shares; 2026Q2: 2,118 shares 2,118 $596K 0.1% +19 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: 7,496 shares; 2024Q4: 7,977 shares; 2025Q1: 7,980 shares; 2025Q2: 34,640 shares; 2025Q3: 36,386 shares; 2025Q4: 37,898 shares; 2026Q1: 9,571 shares; 2026Q2: 9,809 shares 9,809 $586K 0.1% +238 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: 8,785 shares; 2024Q4: 9,016 shares; 2025Q1: 8,808 shares; 2025Q2: 8,784 shares; 2025Q3: 8,947 shares; 2025Q4: 9,001 shares; 2026Q1: 9,464 shares; 2026Q2: 10,082 shares 10,082 $574K 0.1% +618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares; 2026Q1: 188 shares; 2026Q2: 1,887 shares 1,887 $569K 0.1% +1,699 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: 14,664 shares; 2024Q4: 14,192 shares; 2025Q1: 14,265 shares; 2025Q2: 14,428 shares; 2025Q3: 13,134 shares; 2025Q4: 13,004 shares; 2026Q1: 12,894 shares; 2026Q2: 10,491 shares 10,491 $569K 0.1% -2,403 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: 509 shares; 2024Q4: 591 shares; 2025Q1: 582 shares; 2025Q2: 852 shares; 2025Q3: 725 shares; 2025Q4: 796 shares; 2026Q1: 934 shares; 2026Q2: 1,007 shares 1,007 $567K 0.1% +73 Timeline SII SPROTT INC More: the full row for SPROTT 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: 5,027 shares 5,027 $566K 0.1% new 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: 32,474 shares; 2024Q4: 32,285 shares; 2025Q1: 30,897 shares; 2025Q2: 30,733 shares; 2025Q3: 29,074 shares; 2025Q4: 28,147 shares; 2026Q1: 27,036 shares; 2026Q2: 27,115 shares 27,115 $561K 0.1% +79 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: 8,076 shares; 2024Q4: 7,967 shares; 2025Q1: 7,938 shares; 2025Q2: 7,823 shares; 2025Q3: 7,792 shares; 2025Q4: 7,413 shares; 2026Q1: 7,309 shares; 2026Q2: 7,230 shares 7,230 $558K 0.1% -79 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: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 509 shares; 2026Q2: 547 shares 547 $554K 0.1% +38 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,833 shares; 2025Q1: 19,833 shares; 2025Q2: 19,833 shares; 2025Q3: 19,833 shares; 2025Q4: 19,833 shares; 2026Q1: 19,833 shares; 2026Q2: 19,833 shares 19,833 $548K 0.1% 0 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: 5,939 shares; 2024Q4: 5,922 shares; 2025Q1: 5,373 shares; 2025Q2: 5,367 shares; 2025Q3: 5,191 shares; 2025Q4: 5,093 shares; 2026Q1: 5,085 shares; 2026Q2: 5,220 shares 5,220 $543K 0.1% +135 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: 607 shares; 2024Q4: 639 shares; 2025Q1: 654 shares; 2025Q2: 685 shares; 2025Q3: 588 shares; 2025Q4: 626 shares; 2026Q1: 722 shares; 2026Q2: 723 shares 723 $540K 0.09% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,317 shares; 2025Q1: 1,325 shares; 2025Q2: 1,304 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,295 shares; 2026Q2: 1,439 shares 1,439 $538K 0.09% +144 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,761 shares; 2026Q2: 12,054 shares 12,054 $527K 0.09% +5,293 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,339 shares; 2024Q4: 12,839 shares; 2025Q1: 11,790 shares; 2025Q2: 11,793 shares; 2025Q3: 9,322 shares; 2025Q4: 8,613 shares; 2026Q1: 8,309 shares; 2026Q2: 10,387 shares 10,387 $525K 0.09% +2,078 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,281 shares; 2024Q4: 31,281 shares; 2025Q1: 31,281 shares; 2025Q2: 31,281 shares; 2025Q3: 31,281 shares; 2025Q4: 31,281 shares; 2026Q1: 31,281 shares; 2026Q2: 31,281 shares 31,281 $522K 0.09% 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: 1,569 shares; 2024Q4: 1,653 shares; 2025Q1: 1,715 shares; 2025Q2: 1,795 shares; 2025Q3: 1,787 shares; 2025Q4: 1,800 shares; 2026Q1: 1,390 shares; 2026Q2: 1,418 shares 1,418 $514K 0.09% +28 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: 5,576 shares; 2024Q4: 5,218 shares; 2025Q1: 5,216 shares; 2025Q2: 5,115 shares; 2025Q3: 5,062 shares; 2025Q4: 5,024 shares; 2026Q1: 4,360 shares; 2026Q2: 4,356 shares 4,356 $513K 0.09% -4 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,696 shares; 2025Q2: 11,696 shares; 2025Q3: 11,533 shares; 2025Q4: 8,258 shares; 2026Q1: 8,259 shares; 2026Q2: 8,172 shares 8,172 $510K 0.09% -87 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,274 shares; 2024Q4: 7,274 shares; 2025Q1: 7,210 shares; 2025Q2: 7,210 shares; 2025Q3: 7,210 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 5,599 shares 5,599 $510K 0.09% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 755 shares; 2026Q1: 966 shares; 2026Q2: 1,059 shares 1,059 $506K 0.09% +93 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,123 shares; 2024Q4: 4,741 shares; 2025Q1: 4,753 shares; 2025Q2: 4,767 shares; 2025Q3: 4,776 shares; 2025Q4: 4,951 shares; 2026Q1: 4,894 shares; 2026Q2: 5,241 shares 5,241 $500K 0.09% +347 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,396 shares 5,396 $500K 0.09% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: 2,095 shares; 2025Q1: 2,098 shares; 2025Q2: 2,098 shares; 2025Q3: 2,101 shares; 2025Q4: 2,107 shares; 2026Q1: 2,109 shares; 2026Q2: 2,087 shares 2,087 $494K 0.09% -22 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: 6,853 shares; 2024Q4: 6,929 shares; 2025Q1: 6,933 shares; 2025Q2: 7,087 shares; 2025Q3: 6,843 shares; 2025Q4: 6,957 shares; 2026Q1: 6,990 shares; 2026Q2: 6,298 shares 6,298 $483K 0.08% -692 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: 3,462 shares; 2024Q4: 4,985 shares; 2025Q1: 5,017 shares; 2025Q2: 5,115 shares; 2025Q3: 5,215 shares; 2025Q4: 5,130 shares; 2026Q1: 4,985 shares; 2026Q2: 4,656 shares 4,656 $482K 0.08% -329 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,067 shares; 2024Q4: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares; 2025Q3: 10,067 shares; 2025Q4: 10,067 shares; 2026Q1: 10,067 shares; 2026Q2: 10,067 shares 10,067 $480K 0.08% 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: 8,778 shares; 2024Q4: 13,889 shares; 2025Q1: not reported; 2025Q2: 2,649 shares; 2025Q3: 3,016 shares; 2025Q4: 3,390 shares; 2026Q1: 3,648 shares; 2026Q2: 4,093 shares 4,093 $478K 0.08% +445 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,103 shares; 2025Q1: 1,148 shares; 2025Q2: 1,185 shares; 2025Q3: 1,236 shares; 2025Q4: 1,260 shares; 2026Q1: 1,269 shares; 2026Q2: 1,334 shares 1,334 $473K 0.08% +65 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,213 shares; 2024Q4: 8,345 shares; 2025Q1: 8,370 shares; 2025Q2: 8,377 shares; 2025Q3: 8,383 shares; 2025Q4: 8,391 shares; 2026Q1: 8,419 shares; 2026Q2: 8,150 shares 8,150 $471K 0.08% -269 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: 2,110 shares; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,849 shares 4,849 $467K 0.08% new Timeline DDTZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,096 shares 24,096 $466K 0.08% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 743 shares; 2025Q1: 766 shares; 2025Q2: 813 shares; 2025Q3: 852 shares; 2025Q4: 862 shares; 2026Q1: 847 shares; 2026Q2: 915 shares 915 $466K 0.08% +68 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 10,888 shares; 2026Q1: 12,306 shares; 2026Q2: 12,173 shares 12,173 $462K 0.08% -133 Timeline FLQM 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: 8,261 shares; 2024Q4: 8,436 shares; 2025Q1: 8,236 shares; 2025Q2: 8,226 shares; 2025Q3: 8,216 shares; 2025Q4: 8,034 shares; 2026Q1: 7,895 shares; 2026Q2: 7,845 shares 7,845 $454K 0.08% -50 Timeline DDTD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,787 shares; 2026Q1: 21,787 shares; 2026Q2: 21,787 shares 21,787 $443K 0.08% 0 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: 10,502 shares; 2024Q4: 10,355 shares; 2025Q1: 10,801 shares; 2025Q2: 10,046 shares; 2025Q3: 9,049 shares; 2025Q4: 7,993 shares; 2026Q1: 8,184 shares; 2026Q2: 8,187 shares 8,187 $439K 0.08% +3 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: not reported; 2024Q4: 440 shares; 2025Q1: 443 shares; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 960 shares; 2026Q1: 1,121 shares; 2026Q2: 1,056 shares 1,056 $439K 0.08% -65 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,018 shares; 2024Q4: 3,128 shares; 2025Q1: 3,193 shares; 2025Q2: 3,285 shares; 2025Q3: 3,314 shares; 2025Q4: 3,317 shares; 2026Q1: 3,374 shares; 2026Q2: 3,452 shares 3,452 $436K 0.08% +78 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,417 shares; 2024Q4: 10,502 shares; 2025Q1: 10,547 shares; 2025Q2: 10,767 shares; 2025Q3: 10,097 shares; 2025Q4: 10,259 shares; 2026Q1: 10,315 shares; 2026Q2: 9,110 shares 9,110 $426K 0.07% -1,205 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: 1,804 shares; 2024Q4: 1,806 shares; 2025Q1: 1,763 shares; 2025Q2: 1,692 shares; 2025Q3: 1,763 shares; 2025Q4: 1,785 shares; 2026Q1: 1,849 shares; 2026Q2: 1,889 shares 1,889 $421K 0.07% +40 Timeline VPL 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: 3,302 shares; 2024Q4: 3,495 shares; 2025Q1: 3,647 shares; 2025Q2: 3,685 shares; 2025Q3: 3,716 shares; 2025Q4: 3,781 shares; 2026Q1: 3,772 shares; 2026Q2: 3,639 shares 3,639 $421K 0.07% -133 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: 1,922 shares; 2024Q4: 1,931 shares; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,109 shares; 2025Q4: 1,183 shares; 2026Q1: 1,043 shares; 2026Q2: 1,386 shares 1,386 $420K 0.07% +343 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: 1,719 shares; 2025Q3: 1,760 shares; 2025Q4: 1,749 shares; 2026Q1: 1,949 shares; 2026Q2: 1,988 shares 1,988 $415K 0.07% +39 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,059 shares; 2024Q4: 1,561 shares; 2025Q1: 1,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,120 shares; 2026Q1: not reported; 2026Q2: 2,618 shares 2,618 $415K 0.07% new 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: 3,870 shares; 2024Q4: 3,930 shares; 2025Q1: 4,137 shares; 2025Q2: 4,361 shares; 2025Q3: 4,580 shares; 2025Q4: 4,811 shares; 2026Q1: 4,866 shares; 2026Q2: 5,075 shares 5,075 $412K 0.07% +209 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,459 shares; 2025Q1: 1,549 shares; 2025Q2: 1,448 shares; 2025Q3: 1,540 shares; 2025Q4: 1,554 shares; 2026Q1: 1,592 shares; 2026Q2: 1,612 shares 1,612 $412K 0.07% +20 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: 4,517 shares; 2024Q4: 4,244 shares; 2025Q1: 4,190 shares; 2025Q2: 4,193 shares; 2025Q3: 4,184 shares; 2025Q4: 4,227 shares; 2026Q1: 4,279 shares; 2026Q2: 4,293 shares 4,293 $411K 0.07% +14 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,922 shares; 2024Q4: 11,035 shares; 2025Q1: 10,999 shares; 2025Q2: 10,920 shares; 2025Q3: 11,016 shares; 2025Q4: 10,723 shares; 2026Q1: 10,557 shares; 2026Q2: 10,537 shares 10,537 $410K 0.07% -20 Timeline QQQU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 10,062 shares; 2025Q4: 8,477 shares; 2026Q1: 8,025 shares; 2026Q2: 7,969 shares 7,969 $408K 0.07% -56 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: 4,466 shares; 2024Q4: 4,483 shares; 2025Q1: 4,549 shares; 2025Q2: 4,518 shares; 2025Q3: 4,617 shares; 2025Q4: 4,640 shares; 2026Q1: 4,743 shares; 2026Q2: 3,983 shares 3,983 $407K 0.07% -760 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: 3,661 shares; 2024Q4: 3,754 shares; 2025Q1: 3,888 shares; 2025Q2: 7,159 shares; 2025Q3: 7,237 shares; 2025Q4: 7,270 shares; 2026Q1: 7,110 shares; 2026Q2: 7,327 shares 7,327 $407K 0.07% +217 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: 14,849 shares; 2024Q4: 16,207 shares; 2025Q1: 16,434 shares; 2025Q2: 12,684 shares; 2025Q3: 7,578 shares; 2025Q4: 6,483 shares; 2026Q1: 6,181 shares; 2026Q2: 6,181 shares 6,181 $406K 0.07% 0 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,394 shares; 2024Q4: 10,391 shares; 2025Q1: 10,385 shares; 2025Q2: 10,367 shares; 2025Q3: 10,393 shares; 2025Q4: 9,640 shares; 2026Q1: 9,592 shares; 2026Q2: 9,319 shares 9,319 $398K 0.07% -273 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,795 shares; 2025Q2: 4,284 shares; 2025Q3: 4,442 shares; 2025Q4: 4,591 shares; 2026Q1: 4,774 shares; 2026Q2: 12,553 shares 12,553 $397K 0.07% +7,779 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,048 shares; 2024Q4: 13,856 shares; 2025Q1: 13,045 shares; 2025Q2: 13,394 shares; 2025Q3: 9,431 shares; 2025Q4: 8,258 shares; 2026Q1: 7,955 shares; 2026Q2: 7,891 shares 7,891 $396K 0.07% -64 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,473 shares; 2025Q4: 7,405 shares; 2026Q1: 7,102 shares; 2026Q2: 7,866 shares 7,866 $394K 0.07% +764 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: 1,422 shares; 2024Q4: 1,459 shares; 2025Q1: 1,643 shares; 2025Q2: 1,766 shares; 2025Q3: 2,112 shares; 2025Q4: 2,145 shares; 2026Q1: 2,419 shares; 2026Q2: 2,655 shares 2,655 $389K 0.07% +236 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: not reported; 2024Q4: 512 shares; 2025Q1: 514 shares; 2025Q2: 534 shares; 2025Q3: 544 shares; 2025Q4: 543 shares; 2026Q1: 594 shares; 2026Q2: 611 shares 611 $388K 0.07% +17 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,690 shares; 2024Q4: 7,782 shares; 2025Q1: 7,770 shares; 2025Q2: 7,773 shares; 2025Q3: 7,775 shares; 2025Q4: 7,778 shares; 2026Q1: 8,108 shares; 2026Q2: 8,135 shares 8,135 $387K 0.07% +27 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: 9,418 shares; 2024Q4: 9,430 shares; 2025Q1: 9,551 shares; 2025Q2: 10,309 shares; 2025Q3: 10,702 shares; 2025Q4: 10,801 shares; 2026Q1: 10,317 shares; 2026Q2: 10,470 shares 10,470 $385K 0.07% +153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,068 shares 2,068 $383K 0.07% new Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,669 shares; 2026Q2: 18,669 shares 18,669 $379K 0.07% 0 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: 5,749 shares; 2024Q4: 5,719 shares; 2025Q1: 5,718 shares; 2025Q2: 5,610 shares; 2025Q3: 5,391 shares; 2025Q4: 5,012 shares; 2026Q1: 4,804 shares; 2026Q2: 4,483 shares 4,483 $375K 0.07% -321 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 5,916 shares; 2025Q1: 6,278 shares; 2025Q2: 6,575 shares; 2025Q3: 7,023 shares; 2025Q4: 7,525 shares; 2026Q1: 7,673 shares; 2026Q2: 7,811 shares 7,811 $374K 0.07% +138 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,213 shares; 2024Q4: 4,409 shares; 2025Q1: 4,412 shares; 2025Q2: 4,412 shares; 2025Q3: 3,422 shares; 2025Q4: 3,402 shares; 2026Q1: 3,553 shares; 2026Q2: 3,578 shares 3,578 $372K 0.07% +25 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: 4,321 shares; 2024Q4: 4,327 shares; 2025Q1: 4,460 shares; 2025Q2: 4,466 shares; 2025Q3: 4,440 shares; 2025Q4: 4,446 shares; 2026Q1: 4,443 shares; 2026Q2: 4,450 shares 4,450 $368K 0.06% +7 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: 3,932 shares; 2024Q4: 3,391 shares; 2025Q1: 3,396 shares; 2025Q2: 3,331 shares; 2025Q3: 3,096 shares; 2025Q4: 3,018 shares; 2026Q1: 2,867 shares; 2026Q2: 2,857 shares 2,857 $361K 0.06% -10 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,115 shares 6,115 $360K 0.06% new 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: 1,339 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,239 shares; 2025Q3: 1,385 shares; 2025Q4: 1,369 shares; 2026Q1: 1,741 shares; 2026Q2: 1,692 shares 1,692 $360K 0.06% -49 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,292 shares; 2024Q4: 2,563 shares; 2025Q1: 2,728 shares; 2025Q2: 2,940 shares; 2025Q3: 3,055 shares; 2025Q4: 3,135 shares; 2026Q1: 3,125 shares; 2026Q2: 3,255 shares 3,255 $360K 0.06% +130 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: 3,018 shares; 2024Q4: 3,024 shares; 2025Q1: 3,005 shares; 2025Q2: 2,950 shares; 2025Q3: 2,836 shares; 2025Q4: 2,622 shares; 2026Q1: 2,531 shares; 2026Q2: 2,401 shares 2,401 $356K 0.06% -130 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,985 shares 5,985 $355K 0.06% new Timeline BJUL 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: 6,522 shares; 2024Q4: 6,522 shares; 2025Q1: 6,522 shares; 2025Q2: 6,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares; 2026Q1: 6,522 shares; 2026Q2: 6,522 shares 6,522 $354K 0.06% 0 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: 3,068 shares; 2024Q4: 3,881 shares; 2025Q1: 3,890 shares; 2025Q2: 3,885 shares; 2025Q3: 3,894 shares; 2025Q4: 3,905 shares; 2026Q1: 3,845 shares; 2026Q2: 3,859 shares 3,859 $354K 0.06% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 1,323 shares; 2026Q1: 1,360 shares; 2026Q2: 1,350 shares 1,350 $352K 0.06% -10 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,733 shares; 2024Q4: 11,509 shares; 2025Q1: 11,100 shares; 2025Q2: 10,566 shares; 2025Q3: 10,566 shares; 2025Q4: 10,566 shares; 2026Q1: 9,866 shares; 2026Q2: 9,866 shares 9,866 $345K 0.06% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,856 shares; 2025Q1: 5,236 shares; 2025Q2: 5,546 shares; 2025Q3: 5,764 shares; 2025Q4: 5,834 shares; 2026Q1: 5,980 shares; 2026Q2: 6,040 shares 6,040 $340K 0.06% +60 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 2,688 shares; 2025Q1: 2,735 shares; 2025Q2: 2,925 shares; 2025Q3: 3,173 shares; 2025Q4: 3,214 shares; 2026Q1: 3,049 shares; 2026Q2: 3,165 shares 3,165 $340K 0.06% +116 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: 4,648 shares; 2024Q4: 4,637 shares; 2025Q1: 4,424 shares; 2025Q2: 6,499 shares; 2025Q3: 5,225 shares; 2025Q4: 5,206 shares; 2026Q1: 6,054 shares; 2026Q2: 5,584 shares 5,584 $337K 0.06% -470 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,691 shares; 2026Q1: 6,409 shares; 2026Q2: 6,226 shares 6,226 $333K 0.06% -183 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 5,349 shares; 2025Q1: 5,354 shares; 2025Q2: 5,528 shares; 2025Q3: 5,402 shares; 2025Q4: 5,528 shares; 2026Q1: 5,564 shares; 2026Q2: 4,782 shares 4,782 $330K 0.06% -782 Timeline DDTM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,093 shares; 2026Q2: 16,345 shares 16,345 $328K 0.06% -1,748 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,506 shares; 2025Q4: 14,506 shares; 2026Q1: 14,506 shares; 2026Q2: 14,506 shares 14,506 $327K 0.06% 0 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,306 shares; 2026Q2: 30,459 shares 30,459 $324K 0.06% +13,153 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 4,217 shares; 2025Q1: 4,251 shares; 2025Q2: 4,223 shares; 2025Q3: 4,178 shares; 2025Q4: 4,102 shares; 2026Q1: 3,921 shares; 2026Q2: 3,906 shares 3,906 $320K 0.06% -15 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: 7,195 shares; 2024Q4: 7,535 shares; 2025Q1: 7,561 shares; 2025Q2: 6,962 shares; 2025Q3: 7,100 shares; 2025Q4: 6,613 shares; 2026Q1: 5,756 shares; 2026Q2: 5,484 shares 5,484 $310K 0.05% -272 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: 3,032 shares; 2024Q4: 4,523 shares; 2025Q1: 4,523 shares; 2025Q2: 4,272 shares; 2025Q3: 2,264 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,283 shares 2,283 $304K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares; 2026Q2: 413 shares 413 $295K 0.05% +24 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,886 shares; 2024Q4: 8,886 shares; 2025Q1: 8,886 shares; 2025Q2: 8,886 shares; 2025Q3: 8,886 shares; 2025Q4: 8,886 shares; 2026Q1: 8,886 shares; 2026Q2: 8,886 shares 8,886 $294K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,025 shares; 2026Q1: 1,138 shares; 2026Q2: 1,182 shares 1,182 $291K 0.05% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,479 shares; 2026Q2: 1,526 shares 1,526 $290K 0.05% +47 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,873 shares; 2025Q4: 1,678 shares; 2026Q1: 1,970 shares; 2026Q2: 2,013 shares 2,013 $288K 0.05% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 953 shares 953 $284K 0.05% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,870 shares; 2025Q1: 1,875 shares; 2025Q2: 2,683 shares; 2025Q3: 2,680 shares; 2025Q4: 2,718 shares; 2026Q1: 1,799 shares; 2026Q2: 1,803 shares 1,803 $282K 0.05% +4 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 3,725 shares; 2025Q1: 3,751 shares; 2025Q2: 3,062 shares; 2025Q3: 11,988 shares; 2025Q4: 5,284 shares; 2026Q1: 5,284 shares; 2026Q2: 5,284 shares 5,284 $281K 0.05% 0 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: not reported; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,335 shares; 2025Q3: 3,231 shares; 2025Q4: 3,231 shares; 2026Q1: 3,200 shares; 2026Q2: 3,214 shares 3,214 $279K 0.05% +14 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,697 shares; 2024Q4: 8,697 shares; 2025Q1: 8,697 shares; 2025Q2: 8,697 shares; 2025Q3: 8,697 shares; 2025Q4: 8,697 shares; 2026Q1: 8,697 shares; 2026Q2: 8,697 shares 8,697 $279K 0.05% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 7,854 shares; 2025Q1: 7,854 shares; 2025Q2: 7,825 shares; 2025Q3: 7,458 shares; 2025Q4: 6,975 shares; 2026Q1: 6,247 shares; 2026Q2: 6,058 shares 6,058 $278K 0.05% -189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares; 2026Q2: 2,154 shares 2,154 $277K 0.05% +317 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,121 shares; 2026Q1: 4,148 shares; 2026Q2: 3,797 shares 3,797 $277K 0.05% -351 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: 1,840 shares; 2024Q4: 1,864 shares; 2025Q1: 1,765 shares; 2025Q2: 1,781 shares; 2025Q3: 1,764 shares; 2025Q4: 1,747 shares; 2026Q1: 1,735 shares; 2026Q2: 1,701 shares 1,701 $275K 0.05% -34 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE 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: 6,434 shares; 2025Q3: 6,733 shares; 2025Q4: 6,764 shares; 2026Q1: 6,872 shares; 2026Q2: 6,779 shares 6,779 $275K 0.05% -93 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: not reported; 2024Q4: 675 shares; 2025Q1: 780 shares; 2025Q2: 710 shares; 2025Q3: 756 shares; 2025Q4: 720 shares; 2026Q1: 775 shares; 2026Q2: 800 shares 800 $274K 0.05% +25 Timeline HEFA 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: 5,743 shares 5,743 $269K 0.05% new 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: 944 shares; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 1,128 shares 1,128 $269K 0.05% +62 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: 959 shares; 2024Q4: 974 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 954 shares; 2025Q4: 967 shares; 2026Q1: 902 shares; 2026Q2: 984 shares 984 $268K 0.05% +82 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; 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: 1,185 shares; 2026Q1: 1,276 shares; 2026Q2: 1,288 shares 1,288 $267K 0.05% +12 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,995 shares 5,995 $264K 0.05% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,388 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares; 2026Q1: 5,368 shares; 2026Q2: 5,118 shares 5,118 $263K 0.05% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares 861 $256K 0.04% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 2,218 shares; 2026Q2: 2,359 shares 2,359 $252K 0.04% +141 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares 218 $252K 0.04% new 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: 676 shares; 2026Q1: 675 shares; 2026Q2: 676 shares 676 $250K 0.04% +1 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,486 shares 2,486 $250K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,877 shares; 2026Q1: 3,951 shares; 2026Q2: 4,134 shares 4,134 $250K 0.04% +183 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318 shares; 2024Q4: 4,318 shares; 2025Q1: 4,318 shares; 2025Q2: 4,318 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares; 2026Q1: 4,318 shares; 2026Q2: 4,318 shares 4,318 $249K 0.04% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,025 shares; 2025Q4: 8,631 shares; 2026Q1: 7,655 shares; 2026Q2: 7,699 shares 7,699 $246K 0.04% +44 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $246K 0.04% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,378 shares; 2026Q2: 5,415 shares 5,415 $246K 0.04% +37 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,909 shares; 2024Q4: 10,726 shares; 2025Q1: 10,139 shares; 2025Q2: 9,488 shares; 2025Q3: 9,488 shares; 2025Q4: 9,488 shares; 2026Q1: 9,488 shares; 2026Q2: 9,488 shares 9,488 $245K 0.04% 0 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,627 shares 12,627 $245K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $245K 0.04% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares 1,418 $242K 0.04% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,139 shares; 2026Q1: 5,169 shares; 2026Q2: 5,345 shares 5,345 $241K 0.04% +176 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,530 shares 4,530 $239K 0.04% new Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,799 shares; 2025Q2: 8,799 shares; 2025Q3: 7,885 shares; 2025Q4: 7,885 shares; 2026Q1: 7,885 shares; 2026Q2: 7,885 shares 7,885 $238K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,907 shares 6,907 $237K 0.04% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,382 shares 1,382 $234K 0.04% new Timeline GSK GSK PLC More: the full row for GSK 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: 4,135 shares; 2026Q2: 4,467 shares 4,467 $234K 0.04% +332 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,268 shares 2,268 $234K 0.04% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,438 shares; 2025Q1: 4,257 shares; 2025Q2: 4,552 shares; 2025Q3: 3,770 shares; 2025Q4: 3,841 shares; 2026Q1: 3,794 shares; 2026Q2: 3,907 shares 3,907 $233K 0.04% +113 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,186 shares; 2025Q4: 154,182 shares; 2026Q1: 21,186 shares; 2026Q2: 21,186 shares 21,186 $231K 0.04% 0 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,875 shares; 2025Q3: 4,452 shares; 2025Q4: 5,747 shares; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares 4,445 $230K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 398 shares; 2025Q4: 399 shares; 2026Q1: 407 shares; 2026Q2: 446 shares 446 $227K 0.04% +39 Timeline SPIP 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: 37,156 shares; 2024Q4: 37,004 shares; 2025Q1: 36,950 shares; 2025Q2: 36,860 shares; 2025Q3: 15,752 shares; 2025Q4: 9,235 shares; 2026Q1: 8,951 shares; 2026Q2: 8,786 shares 8,786 $226K 0.04% -165 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,602 shares 2,602 $222K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787 shares; 2026Q2: 817 shares 817 $221K 0.04% +30 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,160 shares; 2026Q2: 11,160 shares 11,160 $221K 0.04% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,736 shares; 2026Q2: 1,371 shares 1,371 $217K 0.04% -6,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,416 shares; 2025Q3: 2,507 shares; 2025Q4: 2,515 shares; 2026Q1: 2,594 shares; 2026Q2: 2,755 shares 2,755 $215K 0.04% +161 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,431 shares; 2026Q2: 2,761 shares 2,761 $215K 0.04% +330 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,625 shares; 2024Q4: not reported; 2025Q1: 6,027 shares; 2025Q2: 6,052 shares; 2025Q3: 6,027 shares; 2025Q4: 5,823 shares; 2026Q1: 5,870 shares; 2026Q2: 5,890 shares 5,890 $214K 0.04% +20 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,671 shares; 2025Q4: 9,671 shares; 2026Q1: 9,671 shares; 2026Q2: 9,671 shares 9,671 $212K 0.04% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,475 shares 4,475 $211K 0.04% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,508 shares; 2024Q4: 6,405 shares; 2025Q1: 5,549 shares; 2025Q2: 5,411 shares; 2025Q3: 5,372 shares; 2025Q4: 5,150 shares; 2026Q1: 4,819 shares; 2026Q2: 4,702 shares 4,702 $210K 0.04% -117 Timeline QQQA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares 2,458 $210K 0.04% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $207K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 420 shares 420 $206K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 474 shares; 2025Q1: 468 shares; 2025Q2: 486 shares; 2025Q3: 492 shares; 2025Q4: 467 shares; 2026Q1: 493 shares; 2026Q2: 518 shares 518 $206K 0.04% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $206K 0.04% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,096 shares 2,096 $206K 0.04% new 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: 474 shares 474 $205K 0.04% new Timeline FXZ 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: 6,280 shares; 2024Q4: 5,836 shares; 2025Q1: 5,769 shares; 2025Q2: 4,029 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,732 shares; 2026Q2: 2,552 shares 2,552 $203K 0.04% -180 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $202K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,079 shares; 2026Q2: 1,150 shares 1,150 $202K 0.04% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,656 shares 2,656 $202K 0.04% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,017 shares; 2024Q4: 7,128 shares; 2025Q1: 7,003 shares; 2025Q2: 7,382 shares; 2025Q3: 7,859 shares; 2025Q4: 7,233 shares; 2026Q1: 7,430 shares; 2026Q2: 8,205 shares 8,205 $201K 0.04% +775 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,552 shares; 2024Q4: 16,514 shares; 2025Q1: 16,514 shares; 2025Q2: 16,514 shares; 2025Q3: 16,514 shares; 2025Q4: 16,514 shares; 2026Q1: 16,514 shares; 2026Q2: 16,514 shares 16,514 $170K 0.03% 0 Timeline