AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 121,344 shares 121,344 $40.4M 6.94% +524 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; 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; 2026Q3: 665,263 shares 665,263 $32.6M 5.59% -8,572 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; 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; 2026Q3: 583,197 shares 583,197 $28.6M 4.92% +22,180 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; 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; 2026Q3: 706,927 shares 706,927 $23M 3.95% +745 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; 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; 2026Q3: 259,915 shares 259,915 $22.6M 3.88% -10,356 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; 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; 2026Q3: 60,689 shares 60,689 $20M 3.43% +131 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; 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; 2026Q3: 368,063 shares 368,063 $18.7M 3.2% -5,012 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; 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; 2026Q3: 288,481 shares 288,481 $11.2M 1.93% -15,993 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; 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; 2026Q3: 228,425 shares 228,425 $9.65M 1.66% 0 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; 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; 2026Q3: 12,612 shares 12,612 $9.33M 1.6% +9 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; 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; 2026Q3: 31,668 shares 31,668 $9.13M 1.57% +247 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; 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; 2026Q3: 210,538 shares 210,538 $9.09M 1.56% -836 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; 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; 2026Q3: 217,335 shares 217,335 $8.82M 1.51% +11,826 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; 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; 2026Q3: 82,227 shares 82,227 $7.72M 1.32% -83 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 28,184 shares 28,184 $7.37M 1.27% -58 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; 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; 2026Q3: 146,994 shares 146,994 $7.3M 1.25% -616 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; 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; 2026Q3: 164,060 shares 164,060 $6.93M 1.19% +1,102 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; 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; 2026Q3: 154,539 shares 154,539 $6.81M 1.17% -3,982 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,402 shares 12,402 $6.36M 1.09% +146 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; 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; 2026Q3: 12,768 shares 12,768 $6.36M 1.09% -340 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; 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; 2026Q3: 24,829 shares 24,829 $6.19M 1.06% +765 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; 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; 2026Q3: 8,557 shares 8,557 $6M 1.03% -112 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; 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; 2026Q3: 40,810 shares 40,810 $5.93M 1.02% -537 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,297 shares 24,297 $5.55M 0.95% +289 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,644 shares 20,644 $5.47M 0.94% +95 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; 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; 2026Q3: 47,984 shares 47,984 $4.84M 0.83% +10,908 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; 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; 2026Q3: 14,361 shares 14,361 $4.75M 0.82% -128 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,205 shares; 2026Q1: 69,813 shares; 2026Q2: 90,911 shares; 2026Q3: 125,100 shares 125,100 $4.69M 0.8% +34,189 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 19,859 shares 19,859 $4.59M 0.79% -167 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; 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; 2026Q3: 55,924 shares 55,924 $4.38M 0.75% +3,796 Timeline OVLY OAK VY BANCORP OAKDALE CALIF More: the full row for OAK VY BANCORP OAKDALE CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 129,010 shares 129,010 $4.34M 0.75% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,556 shares 13,556 $4.3M 0.74% -253 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,535 shares 12,535 $4.27M 0.73% +42 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,907 shares; 2026Q3: 120,315 shares 120,315 $4.21M 0.72% +113,408 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; 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; 2026Q3: 89,349 shares 89,349 $4.19M 0.72% -423 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; 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; 2026Q3: 84,922 shares 84,922 $4.07M 0.7% -3,792 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; 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; 2026Q3: 180,238 shares 180,238 $4.05M 0.69% +25,646 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; 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; 2026Q3: 85,790 shares 85,790 $3.77M 0.65% -2,361 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; 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; 2026Q3: 79,739 shares 79,739 $3.72M 0.64% -2,722 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; 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; 2026Q3: 169,864 shares 169,864 $3.68M 0.63% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,525 shares 17,525 $3.58M 0.61% -93 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; 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; 2026Q3: 23,460 shares 23,460 $3.56M 0.61% +818 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,288 shares 29,288 $3.52M 0.6% +1,131 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; 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; 2026Q3: 97,137 shares 97,137 $3.51M 0.6% +3,219 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; 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; 2026Q3: 134,007 shares 134,007 $2.93M 0.5% +5,924 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; 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; 2026Q3: 19,314 shares 19,314 $2.83M 0.49% +130 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; 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; 2026Q3: 59,748 shares 59,748 $2.81M 0.48% 0 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; 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; 2026Q3: 50,712 shares 50,712 $2.73M 0.47% +421 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,943 shares 27,943 $2.72M 0.47% -65 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,880 shares 35,880 $2.7M 0.46% +3,379 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; 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; 2026Q3: 48,864 shares 48,864 $2.65M 0.46% -166 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; 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; 2026Q3: 43,413 shares 43,413 $2.57M 0.44% +33,604 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,515 shares 15,515 $2.53M 0.43% new 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; 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; 2026Q3: 50,354 shares 50,354 $2.46M 0.42% +4,114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,351 shares; 2026Q1: 99,811 shares; 2026Q2: 99,811 shares; 2026Q3: 99,811 shares 99,811 $2.36M 0.41% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,658 shares 6,658 $2.36M 0.41% -316 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; 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; 2026Q3: 79,145 shares 79,145 $2.27M 0.39% 0 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; 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; 2026Q3: 48,407 shares 48,407 $2.21M 0.38% -27 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; 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; 2026Q3: 52,742 shares 52,742 $2.17M 0.37% +20 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; 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; 2026Q3: 17,708 shares 17,708 $1.99M 0.34% +495 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,962 shares; 2026Q1: 83,962 shares; 2026Q2: 83,962 shares; 2026Q3: 83,962 shares 83,962 $1.93M 0.33% 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; 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; 2026Q3: 185,940 shares 185,940 $1.91M 0.33% +1,500 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,522 shares 5,522 $1.87M 0.32% 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; 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; 2026Q3: 39,957 shares 39,957 $1.83M 0.31% -166 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,240 shares 35,240 $1.83M 0.31% +475 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,332 shares 14,332 $1.82M 0.31% -52 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,490 shares; 2026Q2: 78,962 shares; 2026Q3: 84,212 shares 84,212 $1.75M 0.3% +5,250 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; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,895 shares; 2026Q2: 6,600 shares; 2026Q3: 7,455 shares 7,455 $1.72M 0.3% +855 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 34,179 shares 34,179 $1.69M 0.29% -22 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; 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; 2026Q3: 39,526 shares 39,526 $1.69M 0.29% -39 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,464 shares 31,464 $1.66M 0.28% -350 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; 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; 2026Q3: 30,306 shares 30,306 $1.66M 0.28% -602 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; 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; 2026Q3: 8,539 shares 8,539 $1.63M 0.28% +14 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,703 shares 4,703 $1.62M 0.28% +889 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; 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; 2026Q3: 16,846 shares 16,846 $1.52M 0.26% -439 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,154 shares 27,154 $1.46M 0.25% -350 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,651 shares 14,651 $1.43M 0.25% -50 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; 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; 2026Q3: 30,108 shares 30,108 $1.41M 0.24% -692 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; 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; 2026Q3: 30,031 shares 30,031 $1.39M 0.24% -98 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; 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; 2026Q3: 19,648 shares 19,648 $1.39M 0.24% -22,380 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; 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; 2026Q3: 17,202 shares 17,202 $1.35M 0.23% -62 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; 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; 2026Q3: 10,607 shares 10,607 $1.33M 0.23% +55 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; 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; 2026Q3: 16,424 shares 16,424 $1.32M 0.23% -58 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; 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; 2026Q3: 15,520 shares 15,520 $1.26M 0.22% +100 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,173 shares 1,173 $1.24M 0.21% -9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,009 shares; 2026Q1: 59,271 shares; 2026Q2: 59,271 shares; 2026Q3: 59,271 shares 59,271 $1.24M 0.21% 0 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; 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; 2026Q3: 19,920 shares 19,920 $1.22M 0.21% +825 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; 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; 2026Q3: 17,200 shares 17,200 $1.21M 0.21% -12,940 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; 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; 2026Q3: 34,430 shares 34,430 $1.19M 0.2% 0 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; 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; 2026Q3: 36,214 shares 36,214 $1.17M 0.2% +3,915 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,228 shares 3,228 $1.13M 0.19% -126 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; 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; 2026Q3: 52,391 shares 52,391 $1.12M 0.19% -106 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; 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; 2026Q3: 7,053 shares 7,053 $1.09M 0.19% -51 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; 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; 2026Q3: 12,080 shares 12,080 $1.08M 0.18% -5 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,006 shares 12,006 $1.05M 0.18% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares; 2026Q3: 6,780 shares 6,780 $1.02M 0.18% +5,362 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,948 shares 3,948 $1.01M 0.17% +6 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; 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; 2026Q3: 4,663 shares 4,663 $1.01M 0.17% -21 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; 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; 2026Q3: 3,439 shares 3,439 $978K 0.17% +21 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; 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; 2026Q3: 20,143 shares 20,143 $976K 0.17% +6,135 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; 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; 2026Q3: 8,607 shares 8,607 $961K 0.16% +592 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,325 shares; 2026Q2: 36,210 shares; 2026Q3: 39,753 shares 39,753 $938K 0.16% +3,543 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; 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; 2026Q3: 2,448 shares 2,448 $916K 0.16% -74 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; 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; 2026Q3: 11,187 shares 11,187 $913K 0.16% +80 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; 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; 2026Q3: 2,381 shares 2,381 $907K 0.16% -10 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; 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; 2026Q3: 11,859 shares 11,859 $906K 0.16% -334 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; 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; 2026Q3: 6,666 shares 6,666 $899K 0.15% -162 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,569 shares 4,569 $891K 0.15% -7 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; 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; 2026Q3: 4,724 shares 4,724 $884K 0.15% +631 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; 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; 2026Q3: 1,704 shares 1,704 $871K 0.15% -13 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; 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; 2026Q3: 8,060 shares 8,060 $867K 0.15% +185 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,753 shares 3,753 $864K 0.15% -99 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,554 shares 8,554 $845K 0.15% +70 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; 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; 2026Q3: 2,951 shares 2,951 $839K 0.14% -70 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; 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; 2026Q3: 17,782 shares 17,782 $833K 0.14% -643 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,668 shares; 2026Q3: 39,668 shares 39,668 $831K 0.14% 0 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; 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; 2026Q3: 13,242 shares 13,242 $811K 0.14% -113 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; 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; 2026Q3: 10,443 shares 10,443 $791K 0.14% -5 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; 2024Q4: 631 shares; 2025Q1: 653 shares; 2025Q2: 704 shares; 2025Q3: 723 shares; 2025Q4: 730 shares; 2026Q1: 769 shares; 2026Q2: 863 shares; 2026Q3: 865 shares 865 $787K 0.14% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 883 shares; 2025Q1: 899 shares; 2025Q2: 929 shares; 2025Q3: 936 shares; 2025Q4: 930 shares; 2026Q1: 1,036 shares; 2026Q2: 1,068 shares; 2026Q3: 963 shares 963 $781K 0.13% -105 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; 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; 2026Q3: 16,238 shares 16,238 $777K 0.13% 0 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; 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; 2026Q3: 5,698 shares 5,698 $777K 0.13% +9 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; 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; 2026Q3: 1,256 shares 1,256 $768K 0.13% -24 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; 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; 2026Q3: 16,209 shares 16,209 $768K 0.13% 0 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; 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; 2026Q3: 8,435 shares 8,435 $757K 0.13% -295 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,802 shares; 2026Q1: 36,802 shares; 2026Q2: 36,802 shares; 2026Q3: 36,802 shares 36,802 $755K 0.13% 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; 2024Q4: 536 shares; 2025Q1: 519 shares; 2025Q2: 509 shares; 2025Q3: 512 shares; 2025Q4: 516 shares; 2026Q1: 610 shares; 2026Q2: 693 shares; 2026Q3: 650 shares 650 $752K 0.13% -43 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,405 shares 4,405 $745K 0.13% 0 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; 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; 2026Q3: 31,410 shares 31,410 $721K 0.12% +16,904 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,952 shares; 2026Q2: 34,952 shares; 2026Q3: 34,952 shares 34,952 $720K 0.12% 0 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; 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; 2026Q3: 7,379 shares 7,379 $719K 0.12% +26 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,888 shares 3,888 $716K 0.12% +15 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; 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; 2026Q3: 8,238 shares 8,238 $704K 0.12% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,755 shares 8,755 $688K 0.12% new 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; 2024Q4: 591 shares; 2025Q1: 582 shares; 2025Q2: 852 shares; 2025Q3: 725 shares; 2025Q4: 796 shares; 2026Q1: 934 shares; 2026Q2: 1,007 shares; 2026Q3: 949 shares 949 $688K 0.12% -58 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; 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; 2026Q3: 3,457 shares 3,457 $677K 0.12% -134 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,852 shares; 2026Q3: 25,852 shares 25,852 $671K 0.12% 0 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; 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; 2026Q3: 27,034 shares 27,034 $660K 0.11% -81 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,209 shares; 2026Q3: 31,209 shares 31,209 $643K 0.11% 0 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; 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; 2026Q3: 13,821 shares 13,821 $641K 0.11% 0 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; 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; 2026Q3: 1,613 shares 1,613 $638K 0.11% +1 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; 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; 2026Q3: 2,060 shares 2,060 $632K 0.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,032 shares 6,032 $627K 0.11% -12 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,027 shares; 2026Q3: 5,027 shares 5,027 $601K 0.1% 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; 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; 2026Q3: 1,403 shares 1,403 $591K 0.1% -15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,115 shares; 2026Q3: 9,808 shares 9,808 $579K 0.1% +3,693 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; 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; 2026Q3: 4,869 shares 4,869 $578K 0.1% 0 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; 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; 2026Q3: 8,858 shares 8,858 $577K 0.1% -80 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; 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; 2026Q3: 8,541 shares 8,541 $575K 0.1% +26 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,337 shares 10,337 $560K 0.1% new 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; 2024Q4: 639 shares; 2025Q1: 654 shares; 2025Q2: 685 shares; 2025Q3: 588 shares; 2025Q4: 626 shares; 2026Q1: 722 shares; 2026Q2: 723 shares; 2026Q3: 721 shares 721 $550K 0.09% -2 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; 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; 2026Q3: 4,818 shares 4,818 $549K 0.09% +3 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; 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; 2026Q3: 5,170 shares 5,170 $547K 0.09% -50 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; 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; 2026Q3: 1,344 shares 1,344 $521K 0.09% -6 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; 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; 2026Q3: 3,486 shares 3,486 $520K 0.09% +34 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,261 shares 10,261 $517K 0.09% -126 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,350 shares 1,350 $516K 0.09% new 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; 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; 2026Q3: 9,449 shares 9,449 $514K 0.09% -633 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,101 shares 7,101 $511K 0.09% -129 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,218 shares; 2026Q2: 2,359 shares; 2026Q3: 5,475 shares 5,475 $509K 0.09% +3,116 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,083 shares 7,083 $508K 0.09% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,535 shares 3,535 $504K 0.09% -272 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; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,849 shares; 2026Q3: 4,760 shares 4,760 $499K 0.09% -89 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; 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; 2026Q3: 8,172 shares 8,172 $495K 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,347 shares 4,347 $487K 0.08% -9 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,439 shares 10,439 $486K 0.08% -52 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; 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; 2026Q3: 17,238 shares 17,238 $485K 0.08% -2,595 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; 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; 2026Q3: 8,177 shares 8,177 $473K 0.08% +27 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; 2024Q4: 743 shares; 2025Q1: 766 shares; 2025Q2: 813 shares; 2025Q3: 852 shares; 2025Q4: 862 shares; 2026Q1: 847 shares; 2026Q2: 915 shares; 2026Q3: 919 shares 919 $468K 0.08% +4 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; 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; 2026Q3: 10,067 shares 10,067 $466K 0.08% 0 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; 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; 2026Q3: 2,106 shares 2,106 $463K 0.08% -12 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,096 shares; 2026Q3: 23,344 shares 23,344 $463K 0.08% -752 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; 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; 2026Q3: 1,980 shares 1,980 $462K 0.08% -107 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,335 shares 3,335 $458K 0.08% +680 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; 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; 2026Q3: 5,599 shares 5,599 $456K 0.08% 0 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; 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; 2026Q3: 31,281 shares 31,281 $455K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,787 shares; 2026Q1: 21,787 shares; 2026Q2: 21,787 shares; 2026Q3: 21,787 shares 21,787 $454K 0.08% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,941 shares 2,941 $452K 0.08% +427 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; 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; 2026Q3: 7,838 shares 7,838 $450K 0.08% -7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 755 shares; 2026Q1: 966 shares; 2026Q2: 1,059 shares; 2026Q3: 982 shares 982 $448K 0.08% -77 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; 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; 2026Q3: 1,347 shares 1,347 $447K 0.08% +13 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; 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; 2026Q3: 12,014 shares 12,014 $442K 0.08% -159 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; 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; 2026Q3: 2,620 shares 2,620 $441K 0.08% +2 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; 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; 2026Q3: 5,105 shares 5,105 $439K 0.08% +30 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; 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; 2026Q3: 3,785 shares 3,785 $438K 0.08% +146 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; 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; 2026Q3: 8,158 shares 8,158 $436K 0.07% -29 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,462 shares 3,462 $433K 0.07% -116 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,359 shares 7,359 $431K 0.07% +32 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; 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; 2026Q3: 5,287 shares 5,287 $428K 0.07% +46 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; 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; 2026Q3: 5,859 shares 5,859 $427K 0.07% -439 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 509 shares; 2026Q2: 547 shares; 2026Q3: 470 shares 470 $424K 0.07% -77 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; 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; 2026Q3: 1,386 shares 1,386 $422K 0.07% 0 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; 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; 2026Q3: 18,749 shares 18,749 $418K 0.07% +9,078 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,311 shares 1,311 $410K 0.07% -128 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; 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; 2026Q3: 4,680 shares 4,680 $401K 0.07% +24 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; 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; 2026Q3: 12,772 shares 12,772 $400K 0.07% +219 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 512 shares; 2025Q1: 514 shares; 2025Q2: 534 shares; 2025Q3: 544 shares; 2025Q4: 543 shares; 2026Q1: 594 shares; 2026Q2: 611 shares; 2026Q3: 586 shares 586 $393K 0.07% -25 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,411 shares 10,411 $392K 0.07% -126 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; 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; 2026Q3: 1,911 shares 1,911 $390K 0.07% +22 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; 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; 2026Q3: 7,777 shares 7,777 $387K 0.07% -89 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,178 shares 7,178 $386K 0.07% -2,520 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; 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; 2026Q3: 7,832 shares 7,832 $385K 0.07% -59 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 380 shares; 2025Q4: 390 shares; 2026Q1: 520 shares; 2026Q2: 583 shares; 2026Q3: 405 shares 405 $385K 0.07% -178 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; 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; 2026Q3: 5,904 shares 5,904 $385K 0.07% -277 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,754 shares 13,754 $383K 0.07% new 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; 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; 2026Q3: 8,527 shares 8,527 $379K 0.07% -583 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,952 shares 8,952 $376K 0.06% -367 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; 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; 2026Q3: 10,501 shares 10,501 $374K 0.06% +31 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares; 2026Q1: 188 shares; 2026Q2: 1,887 shares; 2026Q3: 1,900 shares 1,900 $370K 0.06% +13 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,842 shares 7,842 $365K 0.06% -293 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,880 shares 3,880 $365K 0.06% -103 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; 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; 2026Q3: 4,383 shares 4,383 $364K 0.06% -100 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; 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; 2026Q3: 6,522 shares 6,522 $361K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,669 shares; 2026Q2: 18,669 shares; 2026Q3: 18,669 shares 18,669 $361K 0.06% 0 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; 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; 2026Q3: 4,457 shares 4,457 $357K 0.06% +7 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; 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; 2026Q3: 1,693 shares 1,693 $352K 0.06% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,243 shares 4,243 $352K 0.06% -50 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; 2024Q4: 440 shares; 2025Q1: 443 shares; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 960 shares; 2026Q1: 1,121 shares; 2026Q2: 1,056 shares; 2026Q3: 947 shares 947 $348K 0.06% -109 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,985 shares; 2026Q3: 5,985 shares 5,985 $347K 0.06% 0 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; 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; 2026Q3: 5,493 shares 5,493 $338K 0.06% +209 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; 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; 2026Q3: 9,666 shares 9,666 $337K 0.06% -200 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; 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; 2026Q3: 3,292 shares 3,292 $336K 0.06% +37 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,093 shares; 2026Q2: 16,345 shares; 2026Q3: 16,345 shares 16,345 $336K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,691 shares; 2026Q1: 6,409 shares; 2026Q2: 6,226 shares; 2026Q3: 6,129 shares 6,129 $334K 0.06% -97 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,764 shares 1,764 $332K 0.06% -224 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; 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; 2026Q3: 3,873 shares 3,873 $330K 0.06% +14 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,872 shares 3,872 $330K 0.06% -34 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,743 shares; 2026Q3: 7,043 shares 7,043 $327K 0.06% +1,300 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,338 shares 2,338 $318K 0.05% -63 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; 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; 2026Q3: 5,180 shares 5,180 $315K 0.05% -404 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares; 2026Q2: 2,154 shares; 2026Q3: 2,157 shares 2,157 $313K 0.05% +3 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; 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; 2026Q3: 2,811 shares 2,811 $312K 0.05% -46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,378 shares; 2026Q2: 5,415 shares; 2026Q3: 7,821 shares 7,821 $308K 0.05% +2,406 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; 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; 2026Q3: 5,992 shares 5,992 $303K 0.05% -48 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; 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; 2026Q3: 3,188 shares 3,188 $298K 0.05% +23 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; 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; 2026Q3: 8,886 shares 8,886 $298K 0.05% 0 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; 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; 2026Q3: 7,813 shares 7,813 $296K 0.05% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,306 shares; 2026Q2: 30,459 shares; 2026Q3: 30,080 shares 30,080 $294K 0.05% -379 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; 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; 2026Q3: 1,878 shares 1,878 $291K 0.05% -135 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; 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; 2026Q3: 6,775 shares 6,775 $289K 0.05% -4 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 675 shares; 2025Q1: 780 shares; 2025Q2: 710 shares; 2025Q3: 756 shares; 2025Q4: 720 shares; 2026Q1: 775 shares; 2026Q2: 800 shares; 2026Q3: 794 shares 794 $285K 0.05% -6 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; 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; 2026Q3: 4,508 shares 4,508 $283K 0.05% -274 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; 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; 2026Q3: 8,697 shares 8,697 $282K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,824 shares 9,824 $280K 0.05% new Timeline DDTG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,315 shares 14,315 $279K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,701 shares 1,701 $279K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,121 shares; 2026Q1: 4,148 shares; 2026Q2: 3,797 shares; 2026Q3: 3,787 shares 3,787 $279K 0.05% -10 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; 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; 2026Q3: 4,886 shares 4,886 $275K 0.05% -598 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,793 shares 1,793 $273K 0.05% -10 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; 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; 2026Q3: 5,911 shares 5,911 $270K 0.05% -147 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 953 shares; 2026Q3: 955 shares 955 $267K 0.05% +2 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; 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; 2026Q3: 1,192 shares 1,192 $265K 0.05% +10 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 1,128 shares; 2026Q3: 1,132 shares 1,132 $260K 0.04% +4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares; 2026Q3: 241 shares 241 $257K 0.04% +23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares; 2026Q3: 640 shares 640 $254K 0.04% +21 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares; 2026Q3: 958 shares 958 $253K 0.04% +97 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares; 2026Q1: 1,276 shares; 2026Q2: 1,288 shares; 2026Q3: 1,287 shares 1,287 $253K 0.04% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,943 shares 2,943 $251K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,345 shares 1,345 $250K 0.04% -181 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,627 shares; 2026Q3: 12,627 shares 12,627 $249K 0.04% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,807 shares 5,807 $249K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,736 shares; 2026Q2: 1,371 shares; 2026Q3: 1,577 shares 1,577 $249K 0.04% +206 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; 2024Q4: 974 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 954 shares; 2025Q4: 967 shares; 2026Q1: 902 shares; 2026Q2: 984 shares; 2026Q3: 902 shares 902 $245K 0.04% -82 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,018 shares 5,018 $244K 0.04% -100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,382 shares; 2026Q3: 1,392 shares 1,392 $243K 0.04% +10 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; 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; 2026Q3: 9,488 shares 9,488 $241K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 675 shares; 2026Q2: 676 shares; 2026Q3: 676 shares 676 $240K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,268 shares; 2026Q3: 2,268 shares 2,268 $240K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,139 shares; 2026Q1: 5,169 shares; 2026Q2: 5,345 shares; 2026Q3: 5,237 shares 5,237 $240K 0.04% -108 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,771 shares 2,771 $239K 0.04% +16 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,877 shares; 2026Q1: 3,951 shares; 2026Q2: 4,134 shares; 2026Q3: 4,130 shares 4,130 $239K 0.04% -4 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; 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; 2026Q3: 2,283 shares 2,283 $236K 0.04% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,318 shares 4,318 $234K 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; 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; 2026Q3: 7,665 shares 7,665 $231K 0.04% -34 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; 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; 2026Q3: 3,883 shares 3,883 $231K 0.04% -24 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; 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; 2026Q3: 4,445 shares 4,445 $231K 0.04% 0 Timeline TBUX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,649 shares 4,649 $230K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 933 shares 933 $225K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,160 shares; 2026Q2: 11,160 shares; 2026Q3: 11,160 shares 11,160 $225K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,602 shares; 2026Q3: 2,605 shares 2,605 $221K 0.04% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 327 shares 327 $221K 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; 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; 2026Q3: 7,211 shares 7,211 $220K 0.04% -674 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,475 shares; 2026Q3: 4,592 shares 4,592 $218K 0.04% +117 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 399 shares; 2026Q1: 407 shares; 2026Q2: 446 shares; 2026Q3: 449 shares 449 $217K 0.04% +3 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,431 shares; 2026Q2: 2,761 shares; 2026Q3: 2,525 shares 2,525 $217K 0.04% -236 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; 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; 2026Q3: 8,678 shares 8,678 $211K 0.04% -108 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; 2024Q4: not reported; 2025Q1: 11,898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,096 shares; 2026Q3: 2,086 shares 2,086 $211K 0.04% -10 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; 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; 2026Q3: 4,655 shares 4,655 $207K 0.04% -47 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,135 shares; 2026Q2: 4,467 shares; 2026Q3: 4,265 shares 4,265 $205K 0.04% -202 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 712 shares 712 $204K 0.04% new 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; 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; 2026Q3: 21,186 shares 21,186 $192K 0.03% 0 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; 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; 2026Q3: 16,514 shares 16,514 $161K 0.03% 0 Timeline