IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,068 shares; 2025Q1: 59,662 shares; 2025Q2: 41,013 shares; 2025Q3: 43,867 shares; 2025Q4: 44,151 shares; 2026Q1: 52,414 shares; 2026Q2: 67,645 shares 67,645 $50.3M 3.75% +15,231 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,256 shares; 2025Q1: 80,572 shares; 2025Q2: 84,224 shares; 2025Q3: 101,559 shares; 2025Q4: 103,389 shares; 2026Q1: 114,881 shares; 2026Q2: 108,755 shares 108,755 $37M 2.75% -6,126 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,356 shares; 2025Q1: 36,610 shares; 2025Q2: 39,831 shares; 2025Q3: 41,033 shares; 2025Q4: 48,007 shares; 2026Q1: 59,112 shares; 2026Q2: 64,611 shares 64,611 $25.4M 1.89% +5,499 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,922 shares; 2025Q1: 106,279 shares; 2025Q2: 107,245 shares; 2025Q3: 119,865 shares; 2025Q4: 107,999 shares; 2026Q1: 119,825 shares; 2026Q2: 127,637 shares 127,637 $25.1M 1.87% +7,812 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,282 shares; 2025Q1: 22,008 shares; 2025Q2: 23,031 shares; 2025Q3: 23,498 shares; 2025Q4: 28,772 shares; 2026Q1: 30,498 shares; 2026Q2: 32,419 shares 32,419 $24M 1.79% +1,921 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 521,901 shares; 2025Q1: 554,660 shares; 2025Q2: 601,067 shares; 2025Q3: 621,789 shares; 2025Q4: 535,298 shares; 2026Q1: 559,701 shares; 2026Q2: 559,190 shares 559,190 $23.2M 1.73% -511 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,037 shares; 2025Q1: 49,840 shares; 2025Q2: 60,607 shares; 2025Q3: 78,275 shares; 2025Q4: 93,636 shares; 2026Q1: 94,104 shares; 2026Q2: 89,194 shares 89,194 $20.9M 1.56% -4,910 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 392,031 shares; 2025Q1: 426,686 shares; 2025Q2: 351,519 shares; 2025Q3: 285,038 shares; 2025Q4: 276,516 shares; 2026Q1: 328,949 shares; 2026Q2: 434,972 shares 434,972 $19.8M 1.47% +106,023 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 196,969 shares; 2025Q1: 207,950 shares; 2025Q2: 229,640 shares; 2025Q3: 311,229 shares; 2025Q4: 317,137 shares; 2026Q1: 299,798 shares; 2026Q2: 301,511 shares 301,511 $19.8M 1.47% +1,713 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100,951 shares; 2025Q1: 107,698 shares; 2025Q2: 112,218 shares; 2025Q3: 122,395 shares; 2025Q4: 122,792 shares; 2026Q1: 132,318 shares; 2026Q2: 138,359 shares 138,359 $18.2M 1.36% +6,041 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 156,866 shares; 2025Q1: 261,428 shares; 2025Q2: 462,510 shares; 2025Q3: 563,992 shares; 2025Q4: 595,453 shares; 2026Q1: 628,910 shares; 2026Q2: 694,734 shares 694,734 $15.4M 1.14% +65,824 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,985 shares; 2025Q1: 40,107 shares; 2025Q2: 41,401 shares; 2025Q3: 52,627 shares; 2025Q4: 57,694 shares; 2026Q1: 63,579 shares; 2026Q2: 66,532 shares 66,532 $15.4M 1.14% +2,953 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,847 shares; 2025Q1: 118,328 shares; 2025Q2: 100,478 shares; 2025Q3: 158,172 shares; 2025Q4: 268,116 shares; 2026Q1: 270,964 shares; 2026Q2: 305,170 shares 305,170 $14.9M 1.11% +34,206 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158,458 shares; 2025Q1: 202,074 shares; 2025Q2: 299,430 shares; 2025Q3: 366,757 shares; 2025Q4: 341,726 shares; 2026Q1: 339,245 shares; 2026Q2: 306,041 shares 306,041 $14.8M 1.1% -33,204 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,031 shares; 2025Q1: 12,280 shares; 2025Q2: 15,830 shares; 2025Q3: 11,249 shares; 2025Q4: 13,848 shares; 2026Q1: 20,957 shares; 2026Q2: 22,461 shares 22,461 $13.3M 0.99% +1,504 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,913 shares; 2025Q1: 11,146 shares; 2025Q2: 12,349 shares; 2025Q3: 13,842 shares; 2025Q4: 30,631 shares; 2026Q1: 33,705 shares; 2026Q2: 34,559 shares 34,559 $13.2M 0.98% +854 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,469 shares; 2025Q1: 22,325 shares; 2025Q2: 17,116 shares; 2025Q3: 16,692 shares; 2025Q4: 18,032 shares; 2026Q1: 18,802 shares; 2026Q2: 19,076 shares 19,076 $12.6M 0.94% +274 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,663 shares; 2025Q1: 66,272 shares; 2025Q2: 76,714 shares; 2025Q3: 86,805 shares; 2025Q4: 70,956 shares; 2026Q1: 74,060 shares; 2026Q2: 57,830 shares 57,830 $12.5M 0.93% -16,230 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,544 shares; 2025Q1: 19,562 shares; 2025Q2: 29,618 shares; 2025Q3: 30,122 shares; 2025Q4: 27,572 shares; 2026Q1: 34,384 shares; 2026Q2: 36,963 shares 36,963 $12.3M 0.92% +2,579 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,855 shares; 2025Q2: 275,159 shares; 2025Q3: 327,233 shares; 2025Q4: 367,885 shares; 2026Q1: 396,846 shares; 2026Q2: 430,389 shares 430,389 $11.2M 0.83% +33,543 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 204,951 shares; 2025Q1: 301,671 shares; 2025Q2: 278,742 shares; 2025Q3: 256,691 shares; 2025Q4: 249,491 shares; 2026Q1: 259,595 shares; 2026Q2: 244,654 shares 244,654 $10.9M 0.81% -14,941 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 114,939 shares; 2025Q1: 110,905 shares; 2025Q2: 108,628 shares; 2025Q3: 115,900 shares; 2025Q4: 112,737 shares; 2026Q1: 121,604 shares; 2026Q2: 127,139 shares 127,139 $10.7M 0.8% +5,535 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,324 shares; 2025Q1: 3,831 shares; 2025Q2: 15,231 shares; 2025Q3: 16,965 shares; 2025Q4: 13,971 shares; 2026Q1: 14,516 shares; 2026Q2: 15,426 shares 15,426 $10.3M 0.77% +910 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,686 shares; 2025Q1: 13,619 shares; 2025Q2: 17,978 shares; 2025Q3: 22,219 shares; 2025Q4: 23,459 shares; 2026Q1: 29,087 shares; 2026Q2: 30,525 shares 30,525 $10.2M 0.76% +1,438 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,048 shares; 2025Q1: 28,140 shares; 2025Q2: 33,224 shares; 2025Q3: 27,053 shares; 2025Q4: 24,052 shares; 2026Q1: 23,972 shares; 2026Q2: 26,080 shares 26,080 $9.63M 0.72% +2,108 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118,794 shares; 2025Q1: 117,684 shares; 2025Q2: 137,952 shares; 2025Q3: 164,767 shares; 2025Q4: 148,045 shares; 2026Q1: 146,792 shares; 2026Q2: 185,516 shares 185,516 $9.4M 0.7% +38,724 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 106,740 shares; 2025Q1: 125,868 shares; 2025Q2: 166,916 shares; 2025Q3: 140,022 shares; 2025Q4: 162,275 shares; 2026Q1: 166,110 shares; 2026Q2: 179,613 shares 179,613 $9.1M 0.68% +13,503 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,032 shares; 2025Q1: 5,405 shares; 2025Q2: 14,773 shares; 2025Q3: 17,077 shares; 2025Q4: 17,780 shares; 2026Q1: 74,411 shares; 2026Q2: 74,753 shares 74,753 $8.71M 0.65% +342 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,017 shares; 2025Q1: 13,094 shares; 2025Q2: 39,823 shares; 2025Q3: 43,980 shares; 2025Q4: 48,151 shares; 2026Q1: 51,380 shares; 2026Q2: 52,434 shares 52,434 $8.09M 0.6% +1,054 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200,785 shares; 2025Q1: 183,519 shares; 2025Q2: 214,784 shares; 2025Q3: 188,068 shares; 2025Q4: 152,279 shares; 2026Q1: 154,212 shares; 2026Q2: 158,442 shares 158,442 $8.01M 0.6% +4,230 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,058 shares; 2025Q1: 10,391 shares; 2025Q2: 34,924 shares; 2025Q3: 65,194 shares; 2025Q4: 74,896 shares; 2026Q1: 78,439 shares; 2026Q2: 81,393 shares 81,393 $7.97M 0.59% +2,954 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 149,263 shares; 2025Q1: 166,455 shares; 2025Q2: 161,861 shares; 2025Q3: 173,359 shares; 2025Q4: 158,658 shares; 2026Q1: 160,618 shares; 2026Q2: 163,290 shares 163,290 $7.94M 0.59% +2,672 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,522 shares; 2025Q1: 62,742 shares; 2025Q2: 105,338 shares; 2025Q3: 124,691 shares; 2025Q4: 147,819 shares; 2026Q1: 133,574 shares; 2026Q2: 107,096 shares 107,096 $7.94M 0.59% -26,478 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 141,189 shares; 2025Q1: 125,286 shares; 2025Q2: 184,680 shares; 2025Q3: 169,608 shares; 2025Q4: 145,539 shares; 2026Q1: 145,900 shares; 2026Q2: 97,677 shares 97,677 $7.78M 0.58% -48,223 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,169 shares; 2025Q4: 8,422 shares; 2026Q1: 19,752 shares; 2026Q2: 65,724 shares 65,724 $7.58M 0.56% +45,972 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,100 shares; 2025Q1: 4,275 shares; 2025Q2: 14,105 shares; 2025Q3: 31,757 shares; 2025Q4: 30,851 shares; 2026Q1: 32,096 shares; 2026Q2: 31,728 shares 31,728 $7.57M 0.56% -368 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,359 shares; 2025Q1: 5,453 shares; 2025Q2: 8,142 shares; 2025Q3: 8,675 shares; 2025Q4: 12,686 shares; 2026Q1: 45,522 shares; 2026Q2: 61,040 shares 61,040 $7.54M 0.56% +15,518 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,746 shares; 2025Q1: 98,398 shares; 2025Q2: 124,932 shares; 2025Q3: 161,873 shares; 2025Q4: 150,521 shares; 2026Q1: 168,809 shares; 2026Q2: 169,831 shares 169,831 $7.45M 0.56% +1,022 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,641 shares; 2025Q1: 30,230 shares; 2025Q2: 70,883 shares; 2025Q3: 97,831 shares; 2025Q4: 101,879 shares; 2026Q1: 106,243 shares; 2026Q2: 105,390 shares 105,390 $7.34M 0.55% -853 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,867 shares; 2025Q1: 47,107 shares; 2025Q2: 47,907 shares; 2025Q3: 46,329 shares; 2025Q4: 45,597 shares; 2026Q1: 45,703 shares; 2026Q2: 44,807 shares 44,807 $7.3M 0.54% -896 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,227 shares; 2025Q1: 87,307 shares; 2025Q2: 89,306 shares; 2025Q3: 105,031 shares; 2025Q4: 116,057 shares; 2026Q1: 278,491 shares; 2026Q2: 311,887 shares 311,887 $7.02M 0.52% +33,396 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 218,454 shares; 2025Q1: 232,792 shares; 2025Q2: 246,517 shares; 2025Q3: 256,777 shares; 2025Q4: 254,534 shares; 2026Q1: 278,555 shares; 2026Q2: 203,553 shares 203,553 $6.99M 0.52% -75,002 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,821 shares; 2025Q1: 44,251 shares; 2025Q2: 39,787 shares; 2025Q3: 39,882 shares; 2025Q4: 44,192 shares; 2026Q1: 65,238 shares; 2026Q2: 74,622 shares 74,622 $6.99M 0.52% +9,384 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110,348 shares; 2025Q1: 126,964 shares; 2025Q2: 106,524 shares; 2025Q3: 126,342 shares; 2025Q4: 129,464 shares; 2026Q1: 133,080 shares; 2026Q2: 130,296 shares 130,296 $6.91M 0.51% -2,784 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,363 shares; 2025Q1: 47,883 shares; 2025Q2: 48,703 shares; 2025Q3: 25,695 shares; 2025Q4: 22,877 shares; 2026Q1: 52,100 shares; 2026Q2: 57,851 shares 57,851 $6.9M 0.51% +5,751 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,816 shares; 2025Q2: 132,561 shares; 2025Q3: 177,239 shares; 2025Q4: 181,727 shares; 2026Q1: 194,269 shares; 2026Q2: 162,061 shares 162,061 $6.81M 0.51% -32,208 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,414 shares; 2025Q1: 84,867 shares; 2025Q2: 103,044 shares; 2025Q3: 110,612 shares; 2025Q4: 112,243 shares; 2026Q1: 108,741 shares; 2026Q2: 113,094 shares 113,094 $6.62M 0.49% +4,353 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,182 shares; 2025Q3: 150,974 shares; 2025Q4: 155,701 shares; 2026Q1: 171,630 shares; 2026Q2: 161,569 shares 161,569 $6.42M 0.48% -10,061 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,765 shares; 2025Q1: 8,547 shares; 2025Q2: 5,201 shares; 2025Q3: 3,428 shares; 2025Q4: 2,249 shares; 2026Q1: 3,578 shares; 2026Q2: 7,784 shares 7,784 $6.39M 0.48% +4,206 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,780 shares; 2025Q3: 10,031 shares; 2025Q4: 96,277 shares; 2026Q1: 109,725 shares; 2026Q2: 120,796 shares 120,796 $6.38M 0.48% +11,071 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,916 shares; 2025Q1: 22,370 shares; 2025Q2: 71,556 shares; 2025Q3: 71,072 shares; 2025Q4: 70,816 shares; 2026Q1: 71,642 shares; 2026Q2: 87,355 shares 87,355 $6.35M 0.47% +15,713 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,148 shares; 2025Q1: 14,340 shares; 2025Q2: 13,455 shares; 2025Q3: 16,855 shares; 2025Q4: 21,115 shares; 2026Q1: 24,107 shares; 2026Q2: 22,302 shares 22,302 $6.31M 0.47% -1,805 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,902 shares; 2025Q1: 6,579 shares; 2025Q2: 7,525 shares; 2025Q3: 10,002 shares; 2025Q4: 13,896 shares; 2026Q1: 18,839 shares; 2026Q2: 17,417 shares 17,417 $6.22M 0.46% -1,422 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,181 shares; 2026Q2: 183,027 shares 183,027 $6.21M 0.46% +153,846 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,743 shares; 2025Q2: 81,084 shares; 2025Q3: 111,871 shares; 2025Q4: 139,873 shares; 2026Q1: 145,899 shares; 2026Q2: 202,497 shares 202,497 $6.05M 0.45% +56,598 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,302 shares; 2025Q3: 93,243 shares; 2025Q4: 95,228 shares; 2026Q1: 99,525 shares; 2026Q2: 112,467 shares 112,467 $5.96M 0.44% +12,942 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90,037 shares; 2025Q1: 99,683 shares; 2025Q2: 78,959 shares; 2025Q3: 67,193 shares; 2025Q4: 58,754 shares; 2026Q1: 63,486 shares; 2026Q2: 64,963 shares 64,963 $5.95M 0.44% +1,477 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178,711 shares; 2025Q1: 230,923 shares; 2025Q2: 253,412 shares; 2025Q3: 323,741 shares; 2025Q4: 320,559 shares; 2026Q1: 160,753 shares; 2026Q2: 153,626 shares 153,626 $5.55M 0.41% -7,127 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147,928 shares; 2025Q1: 80,685 shares; 2025Q2: 131,957 shares; 2025Q3: 200,630 shares; 2025Q4: 122,404 shares; 2026Q1: 94,820 shares; 2026Q2: 212,498 shares 212,498 $5.44M 0.41% +117,678 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,709 shares; 2025Q1: 69,285 shares; 2025Q2: 92,334 shares; 2025Q3: 100,686 shares; 2025Q4: 106,260 shares; 2026Q1: 112,619 shares; 2026Q2: 121,010 shares 121,010 $5.39M 0.4% +8,391 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 256,527 shares; 2025Q1: 268,941 shares; 2025Q2: 29,044 shares; 2025Q3: 11,340 shares; 2025Q4: 11,137 shares; 2026Q1: 139,430 shares; 2026Q2: 126,112 shares 126,112 $5.27M 0.39% -13,318 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,094 shares; 2025Q1: 84,745 shares; 2025Q2: 83,261 shares; 2025Q3: 86,316 shares; 2025Q4: 90,509 shares; 2026Q1: 99,807 shares; 2026Q2: 101,916 shares 101,916 $5.27M 0.39% +2,109 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65,333 shares; 2025Q2: 65,333 shares; 2025Q3: 66,350 shares; 2025Q4: 66,500 shares; 2026Q1: 66,500 shares; 2026Q2: 66,300 shares 66,300 $5.24M 0.39% -200 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,505 shares; 2025Q2: 43,289 shares; 2025Q3: 55,193 shares; 2025Q4: 51,878 shares; 2026Q1: 34,682 shares; 2026Q2: 126,207 shares 126,207 $5.16M 0.38% +91,525 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,332 shares; 2026Q1: 89,137 shares; 2026Q2: 142,186 shares 142,186 $5.15M 0.38% +53,049 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,940 shares; 2025Q1: 15,497 shares; 2025Q2: 16,858 shares; 2025Q3: 16,101 shares; 2025Q4: 56,172 shares; 2026Q1: 58,986 shares; 2026Q2: 62,875 shares 62,875 $5.12M 0.38% +3,889 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,721 shares; 2025Q1: 71,495 shares; 2025Q2: 49,588 shares; 2025Q3: 40,499 shares; 2025Q4: 37,411 shares; 2026Q1: 37,415 shares; 2026Q2: 40,711 shares 40,711 $5.1M 0.38% +3,296 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,855 shares; 2025Q2: 99,547 shares; 2025Q3: 151,475 shares; 2025Q4: 146,427 shares; 2026Q1: 139,842 shares; 2026Q2: 102,384 shares 102,384 $5.09M 0.38% -37,458 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,435 shares; 2025Q1: 52,913 shares; 2025Q2: 60,344 shares; 2025Q3: 66,588 shares; 2025Q4: 55,627 shares; 2026Q1: 54,942 shares; 2026Q2: 54,213 shares 54,213 $5M 0.37% -729 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,100 shares; 2025Q2: 22,686 shares; 2025Q3: 56,629 shares; 2025Q4: 54,098 shares; 2026Q1: 55,333 shares; 2026Q2: 41,732 shares 41,732 $4.84M 0.36% -13,601 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,437 shares; 2025Q1: 11,134 shares; 2025Q2: 13,402 shares; 2025Q3: 16,622 shares; 2025Q4: 14,433 shares; 2026Q1: 16,344 shares; 2026Q2: 17,697 shares 17,697 $4.78M 0.36% +1,353 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222,924 shares; 2025Q4: 489,707 shares; 2026Q1: 456,920 shares; 2026Q2: 339,133 shares 339,133 $4.77M 0.36% -117,787 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 171,812 shares; 2025Q1: 328,904 shares; 2025Q2: 321,913 shares; 2025Q3: 150,856 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,984 shares 84,984 $4.7M 0.35% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,843 shares; 2025Q1: 2,190 shares; 2025Q2: 5,600 shares; 2025Q3: 6,411 shares; 2025Q4: 5,303 shares; 2026Q1: 5,196 shares; 2026Q2: 4,821 shares 4,821 $4.66M 0.35% -375 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 991,932 shares; 2025Q1: 1,013,346 shares; 2025Q2: 975,152 shares; 2025Q3: 943,722 shares; 2025Q4: 948,510 shares; 2026Q1: 957,497 shares; 2026Q2: 957,879 shares 957,879 $4.64M 0.35% +382 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,639 shares; 2025Q1: 16,391 shares; 2025Q2: 12,624 shares; 2025Q3: 11,721 shares; 2025Q4: 13,740 shares; 2026Q1: 15,691 shares; 2026Q2: 14,971 shares 14,971 $4.6M 0.34% -720 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,392 shares; 2025Q1: 52,155 shares; 2025Q2: 47,522 shares; 2025Q3: 71,307 shares; 2025Q4: 71,641 shares; 2026Q1: 57,677 shares; 2026Q2: 59,409 shares 59,409 $4.52M 0.34% +1,732 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 9,550 shares; 2025Q2: 15,879 shares; 2025Q3: 28,472 shares; 2025Q4: 30,150 shares; 2026Q1: 13,676 shares; 2026Q2: 12,233 shares 12,233 $4.46M 0.33% -1,443 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 503 shares; 2025Q1: 1,007 shares; 2025Q2: 1,671 shares; 2025Q3: 2,112 shares; 2025Q4: 1,887 shares; 2026Q1: 2,731 shares; 2026Q2: 3,612 shares 3,612 $4.41M 0.33% +881 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,731 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102,287 shares 102,287 $4.36M 0.33% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,118 shares; 2025Q1: 14,671 shares; 2025Q2: 14,346 shares; 2025Q3: 15,519 shares; 2025Q4: 14,799 shares; 2026Q1: 15,451 shares; 2026Q2: 15,591 shares 15,591 $4.24M 0.32% +140 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,821 shares; 2025Q4: 42,790 shares; 2026Q1: 44,712 shares; 2026Q2: 43,707 shares 43,707 $4.23M 0.32% -1,005 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,538 shares; 2025Q1: 4,754 shares; 2025Q2: 2,356 shares; 2025Q3: 3,483 shares; 2025Q4: 7,073 shares; 2026Q1: 7,189 shares; 2026Q2: 9,268 shares 9,268 $4.21M 0.31% +2,079 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,590 shares; 2025Q1: 6,988 shares; 2025Q2: 7,459 shares; 2025Q3: 10,544 shares; 2025Q4: 10,679 shares; 2026Q1: 10,493 shares; 2026Q2: 10,736 shares 10,736 $4.21M 0.31% +243 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,496 shares; 2025Q1: 37,015 shares; 2025Q2: 41,851 shares; 2025Q3: 39,089 shares; 2025Q4: 38,265 shares; 2026Q1: 39,777 shares; 2026Q2: 39,430 shares 39,430 $4.18M 0.31% -347 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,427 shares; 2025Q2: 97,887 shares; 2025Q3: 104,275 shares; 2025Q4: 101,658 shares; 2026Q1: 107,847 shares; 2026Q2: 107,389 shares 107,389 $4.17M 0.31% -458 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,133 shares; 2025Q1: 1,277 shares; 2025Q2: 1,715 shares; 2025Q3: 1,803 shares; 2025Q4: 2,513 shares; 2026Q1: 2,570 shares; 2026Q2: 2,618 shares 2,618 $4.14M 0.31% +48 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,024 shares; 2025Q3: 56,837 shares; 2025Q4: 54,718 shares; 2026Q1: 55,996 shares; 2026Q2: 41,718 shares 41,718 $4.03M 0.3% -14,278 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,654 shares; 2025Q1: 23,958 shares; 2025Q2: 46,046 shares; 2025Q3: 64,018 shares; 2025Q4: 63,769 shares; 2026Q1: 51,542 shares; 2026Q2: 27,284 shares 27,284 $4.01M 0.3% -24,258 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 141,014 shares; 2025Q1: 140,987 shares; 2025Q2: 136,380 shares; 2025Q3: 131,632 shares; 2025Q4: 131,235 shares; 2026Q1: 129,527 shares; 2026Q2: 127,729 shares 127,729 $3.97M 0.3% -1,798 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,768 shares; 2025Q1: 103,405 shares; 2025Q2: 68,460 shares; 2025Q3: 40,367 shares; 2025Q4: not reported; 2026Q1: 56,454 shares; 2026Q2: 134,513 shares 134,513 $3.96M 0.3% +78,059 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,096 shares; 2025Q1: 14,341 shares; 2025Q2: 6,887 shares; 2025Q3: 41,212 shares; 2025Q4: 104,023 shares; 2026Q1: 122,572 shares; 2026Q2: 79,857 shares 79,857 $3.95M 0.29% -42,715 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 123,712 shares; 2025Q1: 130,675 shares; 2025Q2: 143,050 shares; 2025Q3: 137,737 shares; 2025Q4: 122,060 shares; 2026Q1: 119,240 shares; 2026Q2: 116,485 shares 116,485 $3.94M 0.29% -2,755 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,987 shares; 2025Q1: 30,385 shares; 2025Q2: 30,655 shares; 2025Q3: 18,115 shares; 2025Q4: 17,881 shares; 2026Q1: 18,190 shares; 2026Q2: 16,689 shares 16,689 $3.88M 0.29% -1,501 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,872 shares; 2025Q1: 23,710 shares; 2025Q2: 74,753 shares; 2025Q3: 92,876 shares; 2025Q4: 54,788 shares; 2026Q1: 51,370 shares; 2026Q2: 49,803 shares 49,803 $3.84M 0.29% -1,567 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52,604 shares; 2025Q2: 117,239 shares; 2025Q3: 140,608 shares; 2025Q4: 134,109 shares; 2026Q1: 132,869 shares; 2026Q2: 147,186 shares 147,186 $3.79M 0.28% +14,317 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183,659 shares 183,659 $3.78M 0.28% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,846 shares; 2025Q1: 31,173 shares; 2025Q2: 38,097 shares; 2025Q3: 49,081 shares; 2025Q4: 50,390 shares; 2026Q1: 48,986 shares; 2026Q2: 38,383 shares 38,383 $3.77M 0.28% -10,603 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,561 shares; 2025Q1: 2,718 shares; 2025Q2: 9,564 shares; 2025Q3: 10,164 shares; 2025Q4: 10,139 shares; 2026Q1: 46,067 shares; 2026Q2: 46,190 shares 46,190 $3.76M 0.28% +123 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,038 shares; 2025Q3: 96,673 shares; 2025Q4: 99,717 shares; 2026Q1: 102,388 shares; 2026Q2: 108,655 shares 108,655 $3.72M 0.28% +6,267 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,326 shares; 2025Q1: 15,542 shares; 2025Q2: 6,071 shares; 2025Q3: 6,104 shares; 2025Q4: 5,071 shares; 2026Q1: 5,791 shares; 2026Q2: 10,113 shares 10,113 $3.7M 0.28% +4,322 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,638 shares; 2025Q1: 59,076 shares; 2025Q2: 61,056 shares; 2025Q3: 90,722 shares; 2025Q4: 88,353 shares; 2026Q1: 86,162 shares; 2026Q2: 70,964 shares 70,964 $3.69M 0.27% -15,198 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 207,678 shares; 2025Q1: 208,442 shares; 2025Q2: 200,289 shares; 2025Q3: 202,509 shares; 2025Q4: 200,449 shares; 2026Q1: 196,875 shares; 2026Q2: 196,516 shares 196,516 $3.68M 0.27% -359 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,282 shares; 2025Q1: 2,136 shares; 2025Q2: 2,036 shares; 2025Q3: 3,836 shares; 2025Q4: 15,714 shares; 2026Q1: 15,875 shares; 2026Q2: 16,193 shares 16,193 $3.61M 0.27% +318 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,352 shares; 2025Q1: 4,620 shares; 2025Q2: 7,693 shares; 2025Q3: 7,998 shares; 2025Q4: 11,298 shares; 2026Q1: 11,852 shares; 2026Q2: 12,289 shares 12,289 $3.61M 0.27% +437 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 75,663 shares; 2025Q3: 83,240 shares; 2025Q4: 85,526 shares; 2026Q1: 87,758 shares; 2026Q2: 96,563 shares 96,563 $3.6M 0.27% +8,805 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,690 shares; 2025Q1: 26,830 shares; 2025Q2: 22,844 shares; 2025Q3: 9,791 shares; 2025Q4: 9,933 shares; 2026Q1: 12,008 shares; 2026Q2: 28,383 shares 28,383 $3.58M 0.27% +16,375 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,645 shares 73,645 $3.51M 0.26% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,558 shares; 2025Q2: 3,204 shares; 2025Q3: 3,394 shares; 2025Q4: 4,256 shares; 2026Q1: 5,723 shares; 2026Q2: 6,534 shares 6,534 $3.46M 0.26% +811 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,456 shares; 2026Q1: 35,105 shares; 2026Q2: 37,437 shares 37,437 $3.4M 0.25% +2,332 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,747 shares; 2025Q4: 54,429 shares; 2026Q1: 57,212 shares; 2026Q2: 54,125 shares 54,125 $3.37M 0.25% -3,087 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,048 shares; 2025Q1: 12,993 shares; 2025Q2: 37,952 shares; 2025Q3: 56,390 shares; 2025Q4: 60,762 shares; 2026Q1: 47,913 shares; 2026Q2: 47,956 shares 47,956 $3.35M 0.25% +43 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,715 shares; 2025Q1: 5,901 shares; 2025Q2: 6,323 shares; 2025Q3: 8,263 shares; 2025Q4: 9,239 shares; 2026Q1: 11,697 shares; 2026Q2: 12,511 shares 12,511 $3.34M 0.25% +814 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,514 shares; 2025Q1: 4,599 shares; 2025Q2: 6,995 shares; 2025Q3: 7,276 shares; 2025Q4: 5,574 shares; 2026Q1: 6,403 shares; 2026Q2: 6,402 shares 6,402 $3.28M 0.24% -1 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,212 shares; 2026Q2: 91,998 shares 91,998 $3.23M 0.24% +83,786 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,897 shares; 2025Q1: 6,819 shares; 2025Q2: 6,621 shares; 2025Q3: 8,926 shares; 2025Q4: 8,158 shares; 2026Q1: 8,597 shares; 2026Q2: 9,321 shares 9,321 $3.18M 0.24% +724 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: 794 shares; 2025Q2: 876 shares; 2025Q3: 996 shares; 2025Q4: 2,199 shares; 2026Q1: 2,971 shares; 2026Q2: 3,318 shares 3,318 $3.13M 0.23% +347 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,336 shares; 2025Q1: 52,709 shares; 2025Q2: 37,992 shares; 2025Q3: 28,418 shares; 2025Q4: 25,812 shares; 2026Q1: 25,867 shares; 2026Q2: 26,739 shares 26,739 $3.07M 0.23% +872 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,655 shares; 2025Q1: 21,905 shares; 2025Q2: 23,101 shares; 2025Q3: 17,146 shares; 2025Q4: 19,532 shares; 2026Q1: 23,278 shares; 2026Q2: 28,309 shares 28,309 $3.02M 0.23% +5,031 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 2,150 shares; 2025Q2: 940 shares; 2025Q3: 332 shares; 2025Q4: 371 shares; 2026Q1: 2,891 shares; 2026Q2: 2,923 shares 2,923 $3.02M 0.22% +32 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,530 shares; 2025Q1: 1,939 shares; 2025Q2: 3,319 shares; 2025Q3: 2,397 shares; 2025Q4: 5,897 shares; 2026Q1: 6,297 shares; 2026Q2: 6,308 shares 6,308 $3.01M 0.22% +11 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,660 shares; 2026Q2: 39,807 shares 39,807 $2.99M 0.22% +27,147 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,200 shares; 2025Q1: 34,699 shares; 2025Q2: 47,710 shares; 2025Q3: 56,193 shares; 2025Q4: 59,770 shares; 2026Q1: 65,864 shares; 2026Q2: 70,859 shares 70,859 $2.98M 0.22% +4,995 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,483 shares; 2025Q2: 51,662 shares; 2025Q3: 60,928 shares; 2025Q4: 62,482 shares; 2026Q1: 62,741 shares; 2026Q2: 77,152 shares 77,152 $2.97M 0.22% +14,411 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,870 shares; 2026Q2: 91,478 shares 91,478 $2.97M 0.22% +17,608 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,092 shares; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,007 shares; 2025Q4: 8,805 shares; 2026Q1: 10,944 shares; 2026Q2: 10,979 shares 10,979 $2.96M 0.22% +35 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,373 shares; 2025Q1: 47,190 shares; 2025Q2: 54,496 shares; 2025Q3: 67,958 shares; 2025Q4: 42,335 shares; 2026Q1: not reported; 2026Q2: 45,016 shares 45,016 $2.93M 0.22% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,914 shares; 2025Q1: 18,671 shares; 2025Q2: 18,900 shares; 2025Q3: 21,115 shares; 2025Q4: 35,857 shares; 2026Q1: 24,948 shares; 2026Q2: 25,635 shares 25,635 $2.9M 0.22% +687 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,972 shares; 2025Q1: 92,307 shares; 2025Q2: 94,908 shares; 2025Q3: 13,838 shares; 2025Q4: 19,081 shares; 2026Q1: 11,964 shares; 2026Q2: 93,798 shares 93,798 $2.89M 0.22% +81,834 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,803 shares; 2025Q1: 4,870 shares; 2025Q2: 5,654 shares; 2025Q3: 6,066 shares; 2025Q4: 6,425 shares; 2026Q1: 7,702 shares; 2026Q2: 7,797 shares 7,797 $2.86M 0.21% +95 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 3,483 shares; 2026Q1: 28,961 shares; 2026Q2: 25,720 shares 25,720 $2.85M 0.21% -3,241 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,839 shares; 2025Q1: 38,443 shares; 2025Q2: 15,205 shares; 2025Q3: 12,662 shares; 2025Q4: 13,917 shares; 2026Q1: 15,815 shares; 2026Q2: 16,564 shares 16,564 $2.81M 0.21% +749 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,675 shares 97,675 $2.8M 0.21% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,638 shares; 2025Q1: 11,396 shares; 2025Q2: 11,153 shares; 2025Q3: 12,152 shares; 2025Q4: 12,778 shares; 2026Q1: 16,950 shares; 2026Q2: 18,266 shares 18,266 $2.8M 0.21% +1,316 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,412 shares 67,412 $2.78M 0.21% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,124 shares; 2025Q1: 11,402 shares; 2025Q2: 11,445 shares; 2025Q3: 11,438 shares; 2025Q4: 14,844 shares; 2026Q1: 22,163 shares; 2026Q2: 23,920 shares 23,920 $2.76M 0.21% +1,757 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,820 shares; 2025Q1: 34,545 shares; 2025Q2: 45,673 shares; 2025Q3: 46,980 shares; 2025Q4: 38,535 shares; 2026Q1: 40,341 shares; 2026Q2: 57,406 shares 57,406 $2.74M 0.2% +17,065 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,966 shares; 2025Q1: 121,951 shares; 2025Q2: 71,132 shares; 2025Q3: 98,873 shares; 2025Q4: 98,620 shares; 2026Q1: 101,885 shares; 2026Q2: 112,673 shares 112,673 $2.72M 0.2% +10,788 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,573 shares 53,573 $2.68M 0.2% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,747 shares; 2025Q1: 25,809 shares; 2025Q2: 28,546 shares; 2025Q3: 39,939 shares; 2025Q4: 40,153 shares; 2026Q1: 28,977 shares; 2026Q2: 30,659 shares 30,659 $2.67M 0.2% +1,682 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,053 shares; 2025Q1: 34,327 shares; 2025Q2: 44,990 shares; 2025Q3: 59,214 shares; 2025Q4: 69,853 shares; 2026Q1: 85,746 shares; 2026Q2: 97,977 shares 97,977 $2.66M 0.2% +12,231 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,504 shares; 2025Q1: 14,611 shares; 2025Q2: 11,785 shares; 2025Q3: 11,390 shares; 2025Q4: 17,678 shares; 2026Q1: 18,192 shares; 2026Q2: 17,058 shares 17,058 $2.65M 0.2% -1,134 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,101 shares; 2025Q1: 49,235 shares; 2025Q2: 33,274 shares; 2025Q3: 28,000 shares; 2025Q4: 25,020 shares; 2026Q1: 25,272 shares; 2026Q2: 27,552 shares 27,552 $2.63M 0.2% +2,280 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,969 shares; 2025Q1: 30,945 shares; 2025Q2: 38,296 shares; 2025Q3: 45,434 shares; 2025Q4: 45,170 shares; 2026Q1: 31,923 shares; 2026Q2: 27,886 shares 27,886 $2.61M 0.19% -4,037 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,800 shares; 2026Q1: 8,245 shares; 2026Q2: 8,188 shares 8,188 $2.56M 0.19% -57 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,802 shares; 2025Q3: 81,593 shares; 2025Q4: 100,486 shares; 2026Q1: 142,805 shares; 2026Q2: 166,190 shares 166,190 $2.53M 0.19% +23,385 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,262 shares; 2025Q1: 12,819 shares; 2025Q2: 13,650 shares; 2025Q3: 14,069 shares; 2025Q4: 14,333 shares; 2026Q1: 14,433 shares; 2026Q2: 14,630 shares 14,630 $2.5M 0.19% +197 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,112 shares; 2025Q1: 3,600 shares; 2025Q2: 3,077 shares; 2025Q3: 4,748 shares; 2025Q4: 4,758 shares; 2026Q1: 5,126 shares; 2026Q2: 5,074 shares 5,074 $2.49M 0.19% -52 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,695 shares; 2025Q1: 10,477 shares; 2025Q2: 8,120 shares; 2025Q3: 7,620 shares; 2025Q4: 14,659 shares; 2026Q1: 33,762 shares; 2026Q2: 40,169 shares 40,169 $2.31M 0.17% +6,407 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,828 shares; 2025Q1: 19,926 shares; 2025Q2: 5,089 shares; 2025Q3: 29,430 shares; 2025Q4: 30,896 shares; 2026Q1: 40,249 shares; 2026Q2: 44,868 shares 44,868 $2.27M 0.17% +4,619 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,552 shares; 2025Q1: 2,312 shares; 2025Q2: 2,101 shares; 2025Q3: 3,841 shares; 2025Q4: 4,496 shares; 2026Q1: 27,100 shares; 2026Q2: 26,832 shares 26,832 $2.24M 0.17% -268 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,672 shares; 2025Q1: 4,922 shares; 2025Q2: 5,162 shares; 2025Q3: 14,548 shares; 2025Q4: 14,905 shares; 2026Q1: 9,097 shares; 2026Q2: 8,674 shares 8,674 $2.13M 0.16% -423 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,083 shares; 2025Q1: 2,014 shares; 2025Q2: 2,462 shares; 2025Q3: 2,768 shares; 2025Q4: 2,845 shares; 2026Q1: 2,798 shares; 2026Q2: 2,509 shares 2,509 $2.11M 0.16% -289 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,775 shares; 2025Q3: 39,435 shares; 2025Q4: 42,957 shares; 2026Q1: 41,422 shares; 2026Q2: 41,118 shares 41,118 $2.07M 0.15% -304 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,562 shares; 2025Q2: 24,808 shares; 2025Q3: 28,588 shares; 2025Q4: 29,071 shares; 2026Q1: 1,893 shares; 2026Q2: 7,535 shares 7,535 $2.03M 0.15% +5,642 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,946 shares; 2025Q1: 3,526 shares; 2025Q2: 4,987 shares; 2025Q3: 7,103 shares; 2025Q4: 10,016 shares; 2026Q1: 12,627 shares; 2026Q2: 11,181 shares 11,181 $2.03M 0.15% -1,446 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,144 shares; 2025Q1: 3,519 shares; 2025Q2: 5,083 shares; 2025Q3: 6,556 shares; 2025Q4: 6,901 shares; 2026Q1: 7,078 shares; 2026Q2: 7,668 shares 7,668 $2.02M 0.15% +590 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,266 shares; 2025Q1: 25,706 shares; 2025Q2: 30,996 shares; 2025Q3: 33,047 shares; 2025Q4: 27,530 shares; 2026Q1: 23,067 shares; 2026Q2: 22,566 shares 22,566 $2M 0.15% -501 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,259 shares; 2026Q1: 4,880 shares; 2026Q2: 5,130 shares 5,130 $2M 0.15% +250 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,777 shares; 2025Q1: 2,708 shares; 2025Q2: 3,757 shares; 2025Q3: 4,774 shares; 2025Q4: 6,175 shares; 2026Q1: 6,657 shares; 2026Q2: 6,671 shares 6,671 $1.99M 0.15% +14 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,218 shares; 2025Q1: 64,270 shares; 2025Q2: 23,102 shares; 2025Q3: 25,542 shares; 2025Q4: 25,722 shares; 2026Q1: 24,077 shares; 2026Q2: 22,672 shares 22,672 $1.97M 0.15% -1,405 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,237 shares; 2025Q2: 24,346 shares; 2025Q3: 34,830 shares; 2025Q4: 36,543 shares; 2026Q1: 40,364 shares; 2026Q2: 42,228 shares 42,228 $1.96M 0.15% +1,864 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,432 shares; 2025Q2: 27,447 shares; 2025Q3: 41,123 shares; 2025Q4: 43,769 shares; 2026Q1: 48,821 shares; 2026Q2: 52,672 shares 52,672 $1.93M 0.14% +3,851 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,900 shares; 2026Q2: 36,852 shares 36,852 $1.91M 0.14% +6,952 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,189 shares; 2025Q1: 23,262 shares; 2025Q2: 37,744 shares; 2025Q3: 45,713 shares; 2025Q4: 49,359 shares; 2026Q1: 50,163 shares; 2026Q2: 52,377 shares 52,377 $1.9M 0.14% +2,214 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,315 shares; 2025Q1: 16,836 shares; 2025Q2: 39,094 shares; 2025Q3: 30,204 shares; 2025Q4: 32,078 shares; 2026Q1: 34,895 shares; 2026Q2: 37,225 shares 37,225 $1.9M 0.14% +2,330 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,948 shares; 2025Q4: 2,002 shares; 2026Q1: 25,402 shares; 2026Q2: 15,674 shares 15,674 $1.88M 0.14% -9,728 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,441 shares; 2025Q1: 3,541 shares; 2025Q2: 5,099 shares; 2025Q3: 5,476 shares; 2025Q4: 5,597 shares; 2026Q1: 5,645 shares; 2026Q2: 22,610 shares 22,610 $1.86M 0.14% +16,965 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,005 shares; 2026Q2: 36,946 shares 36,946 $1.84M 0.14% +18,941 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 675 shares; 2025Q2: 1,397 shares; 2025Q3: 1,428 shares; 2025Q4: 3,158 shares; 2026Q1: 3,330 shares; 2026Q2: 3,481 shares 3,481 $1.83M 0.14% +151 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,970 shares; 2025Q1: 7,009 shares; 2025Q2: 7,530 shares; 2025Q3: 7,708 shares; 2025Q4: 7,288 shares; 2026Q1: 8,736 shares; 2026Q2: 9,730 shares 9,730 $1.83M 0.14% +994 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,386 shares; 2026Q1: 39,232 shares; 2026Q2: 42,074 shares 42,074 $1.81M 0.14% +2,842 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 20,171 shares; 2025Q3: 29,276 shares; 2025Q4: 31,050 shares; 2026Q1: 34,793 shares; 2026Q2: 37,707 shares 37,707 $1.81M 0.13% +2,914 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,861 shares; 2025Q4: 62,880 shares; 2026Q1: 87,874 shares; 2026Q2: 53,394 shares 53,394 $1.8M 0.13% -34,480 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,453 shares; 2025Q3: 79,871 shares; 2025Q4: 76,708 shares; 2026Q1: 83,871 shares; 2026Q2: 82,121 shares 82,121 $1.79M 0.13% -1,750 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,264 shares; 2025Q1: 4,882 shares; 2025Q2: 4,920 shares; 2025Q3: 5,277 shares; 2025Q4: 5,260 shares; 2026Q1: 4,934 shares; 2026Q2: 4,914 shares 4,914 $1.79M 0.13% -20 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,217 shares; 2026Q1: 40,241 shares; 2026Q2: 43,399 shares 43,399 $1.77M 0.13% +3,158 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,981 shares; 2025Q1: 42,187 shares; 2025Q2: 28,479 shares; 2025Q3: 22,055 shares; 2025Q4: 17,744 shares; 2026Q1: 17,642 shares; 2026Q2: 20,195 shares 20,195 $1.77M 0.13% +2,553 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,419 shares; 2025Q1: 3,398 shares; 2025Q2: 4,631 shares; 2025Q3: 7,122 shares; 2025Q4: 7,376 shares; 2026Q1: 8,096 shares; 2026Q2: 8,803 shares 8,803 $1.76M 0.13% +707 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares; 2026Q1: 15,543 shares; 2026Q2: 16,193 shares 16,193 $1.72M 0.13% +650 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,052 shares; 2025Q2: 2,370 shares; 2025Q3: 3,112 shares; 2025Q4: 10,716 shares; 2026Q1: 7,864 shares; 2026Q2: 16,759 shares 16,759 $1.69M 0.13% +8,895 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,771 shares; 2025Q1: 6,305 shares; 2025Q2: 13,995 shares; 2025Q3: 15,940 shares; 2025Q4: 16,008 shares; 2026Q1: 14,899 shares; 2026Q2: 15,063 shares 15,063 $1.68M 0.13% +164 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,562 shares; 2025Q1: 5,422 shares; 2025Q2: 4,253 shares; 2025Q3: 4,040 shares; 2025Q4: 3,534 shares; 2026Q1: 18,318 shares; 2026Q2: 19,621 shares 19,621 $1.66M 0.12% +1,303 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,222 shares; 2025Q1: 41,336 shares; 2025Q2: 29,897 shares; 2025Q3: 33,301 shares; 2025Q4: 30,282 shares; 2026Q1: 20,080 shares; 2026Q2: 20,611 shares 20,611 $1.65M 0.12% +531 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,312 shares; 2025Q4: 48,307 shares; 2026Q1: 54,297 shares; 2026Q2: 48,055 shares 48,055 $1.65M 0.12% -6,242 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 2,445 shares; 2025Q2: 2,602 shares; 2025Q3: 2,791 shares; 2025Q4: 2,653 shares; 2026Q1: 2,667 shares; 2026Q2: 2,918 shares 2,918 $1.64M 0.12% +251 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,518 shares; 2026Q2: 19,815 shares 19,815 $1.63M 0.12% +5,297 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,180 shares; 2025Q1: 42,944 shares; 2025Q2: 37,690 shares; 2025Q3: 11,049 shares; 2025Q4: 34,774 shares; 2026Q1: 23,922 shares; 2026Q2: 25,526 shares 25,526 $1.62M 0.12% +1,604 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,028 shares; 2025Q1: 62,439 shares; 2025Q2: 44,126 shares; 2025Q3: 51,752 shares; 2025Q4: 64,113 shares; 2026Q1: 60,648 shares; 2026Q2: 69,525 shares 69,525 $1.61M 0.12% +8,877 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,438 shares; 2026Q1: 69,527 shares; 2026Q2: 23,883 shares 23,883 $1.61M 0.12% -45,644 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 4,952 shares; 2026Q2: 5,210 shares 5,210 $1.59M 0.12% +258 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,445 shares; 2025Q4: 37,876 shares; 2026Q1: 37,227 shares; 2026Q2: 39,142 shares 39,142 $1.58M 0.12% +1,915 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,014 shares; 2025Q4: 29,881 shares; 2026Q1: 29,823 shares; 2026Q2: 31,269 shares 31,269 $1.58M 0.12% +1,446 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,937 shares; 2025Q1: 2,728 shares; 2025Q2: 4,894 shares; 2025Q3: 7,561 shares; 2025Q4: 9,896 shares; 2026Q1: 10,951 shares; 2026Q2: 11,417 shares 11,417 $1.58M 0.12% +466 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,160 shares; 2025Q1: 51,728 shares; 2025Q2: 121,595 shares; 2025Q3: 62,902 shares; 2025Q4: 66,697 shares; 2026Q1: 64,705 shares; 2026Q2: 67,907 shares 67,907 $1.56M 0.12% +3,202 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,019 shares; 2026Q1: 18,447 shares; 2026Q2: 23,204 shares 23,204 $1.53M 0.11% +4,757 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,390 shares; 2025Q1: 35,390 shares; 2025Q2: 33,732 shares; 2025Q3: 33,542 shares; 2025Q4: 32,857 shares; 2026Q1: 32,857 shares; 2026Q2: 32,857 shares 32,857 $1.52M 0.11% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,492 shares; 2025Q1: 2,215 shares; 2025Q2: 1,689 shares; 2025Q3: 1,876 shares; 2025Q4: 17,325 shares; 2026Q1: 21,765 shares; 2026Q2: 20,988 shares 20,988 $1.52M 0.11% -777 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,612 shares; 2025Q1: 44,410 shares; 2025Q2: 36,868 shares; 2025Q3: 33,370 shares; 2025Q4: 31,306 shares; 2026Q1: 30,576 shares; 2026Q2: 29,705 shares 29,705 $1.52M 0.11% -871 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,726 shares; 2026Q1: 15,833 shares; 2026Q2: 17,473 shares 17,473 $1.51M 0.11% +1,640 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,951 shares; 2026Q1: 32,542 shares; 2026Q2: 34,362 shares 34,362 $1.47M 0.11% +1,820 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 4,462 shares; 2026Q2: 4,928 shares 4,928 $1.47M 0.11% +466 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,529 shares; 2025Q1: 2,243 shares; 2025Q2: 1,974 shares; 2025Q3: 2,029 shares; 2025Q4: 2,041 shares; 2026Q1: 2,061 shares; 2026Q2: 3,402 shares 3,402 $1.46M 0.11% +1,341 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,993 shares; 2025Q1: 8,413 shares; 2025Q2: 10,481 shares; 2025Q3: 12,499 shares; 2025Q4: 14,229 shares; 2026Q1: 16,450 shares; 2026Q2: 16,973 shares 16,973 $1.46M 0.11% +523 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,850 shares; 2025Q1: 6,239 shares; 2025Q2: 5,758 shares; 2025Q3: 6,138 shares; 2025Q4: 6,321 shares; 2026Q1: 9,933 shares; 2026Q2: 12,148 shares 12,148 $1.46M 0.11% +2,215 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,026 shares; 2025Q1: 12,492 shares; 2025Q2: 12,312 shares; 2025Q3: 9,577 shares; 2025Q4: 8,999 shares; 2026Q1: 9,194 shares; 2026Q2: 9,157 shares 9,157 $1.45M 0.11% -37 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,768 shares; 2025Q1: 8,687 shares; 2025Q2: 10,130 shares; 2025Q3: 12,195 shares; 2025Q4: 11,146 shares; 2026Q1: 14,143 shares; 2026Q2: 15,048 shares 15,048 $1.45M 0.11% +905 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,053 shares; 2025Q1: 23,521 shares; 2025Q2: 14,808 shares; 2025Q3: 15,645 shares; 2025Q4: 8,343 shares; 2026Q1: 6,617 shares; 2026Q2: 6,796 shares 6,796 $1.44M 0.11% +179 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,382 shares; 2026Q1: 19,623 shares; 2026Q2: 20,459 shares 20,459 $1.44M 0.11% +836 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,273 shares; 2025Q1: 4,568 shares; 2025Q2: 4,374 shares; 2025Q3: 5,432 shares; 2025Q4: 5,660 shares; 2026Q1: 5,910 shares; 2026Q2: 3,667 shares 3,667 $1.44M 0.11% -2,243 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,974 shares; 2025Q1: 21,931 shares; 2025Q2: 11,175 shares; 2025Q3: 10,423 shares; 2025Q4: 13,116 shares; 2026Q1: 14,569 shares; 2026Q2: 17,047 shares 17,047 $1.42M 0.11% +2,478 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,565 shares; 2025Q1: 24,815 shares; 2025Q2: 27,273 shares; 2025Q3: 26,697 shares; 2025Q4: 21,776 shares; 2026Q1: 21,309 shares; 2026Q2: 21,131 shares 21,131 $1.41M 0.1% -178 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 734 shares; 2025Q2: 1,447 shares; 2025Q3: 1,488 shares; 2025Q4: 2,921 shares; 2026Q1: 3,828 shares; 2026Q2: 3,888 shares 3,888 $1.41M 0.1% +60 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,495 shares; 2025Q4: 119,439 shares; 2026Q1: 126,088 shares; 2026Q2: 30,446 shares 30,446 $1.4M 0.1% -95,642 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,227 shares; 2025Q1: 17,083 shares; 2025Q2: 15,829 shares; 2025Q3: 16,410 shares; 2025Q4: 14,359 shares; 2026Q1: 14,880 shares; 2026Q2: 14,366 shares 14,366 $1.38M 0.1% -514 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,642 shares; 2025Q1: 53,651 shares; 2025Q2: 37,499 shares; 2025Q3: 44,641 shares; 2025Q4: 16,469 shares; 2026Q1: 15,810 shares; 2026Q2: 24,209 shares 24,209 $1.38M 0.1% +8,399 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50,923 shares; 2025Q2: 35,353 shares; 2025Q3: 41,887 shares; 2025Q4: 47,001 shares; 2026Q1: 46,787 shares; 2026Q2: 50,466 shares 50,466 $1.37M 0.1% +3,679 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,704 shares; 2025Q2: 4,241 shares; 2025Q3: 10,322 shares; 2025Q4: 6,882 shares; 2026Q1: 6,972 shares; 2026Q2: 7,931 shares 7,931 $1.37M 0.1% +959 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,677 shares; 2025Q1: 4,188 shares; 2025Q2: 3,423 shares; 2025Q3: 3,488 shares; 2025Q4: 4,717 shares; 2026Q1: 5,629 shares; 2026Q2: 6,334 shares 6,334 $1.37M 0.1% +705 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,709 shares; 2025Q1: 19,742 shares; 2025Q2: 18,829 shares; 2025Q3: 17,538 shares; 2025Q4: 17,499 shares; 2026Q1: 17,181 shares; 2026Q2: 17,511 shares 17,511 $1.35M 0.1% +330 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,157 shares; 2026Q1: 21,157 shares; 2026Q2: 27,091 shares 27,091 $1.35M 0.1% +5,934 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,610 shares; 2025Q1: 5,176 shares; 2025Q2: 5,792 shares; 2025Q3: 7,728 shares; 2025Q4: 7,810 shares; 2026Q1: 8,194 shares; 2026Q2: 8,997 shares 8,997 $1.34M 0.1% +803 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,097 shares; 2026Q2: 13,284 shares 13,284 $1.34M 0.1% +1,187 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,015 shares; 2025Q1: 16,571 shares; 2025Q2: 14,740 shares; 2025Q3: 14,213 shares; 2025Q4: 13,472 shares; 2026Q1: 13,170 shares; 2026Q2: 13,177 shares 13,177 $1.33M 0.1% +7 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 653 shares; 2025Q1: 932 shares; 2025Q2: 916 shares; 2025Q3: 823 shares; 2025Q4: 9,112 shares; 2026Q1: 10,923 shares; 2026Q2: 11,811 shares 11,811 $1.31M 0.1% +888 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,671 shares; 2025Q1: 4,947 shares; 2025Q2: 4,274 shares; 2025Q3: 4,603 shares; 2025Q4: 4,367 shares; 2026Q1: 4,511 shares; 2026Q2: 3,764 shares 3,764 $1.3M 0.1% -747 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,587 shares; 2025Q3: 44,161 shares; 2025Q4: 36,550 shares; 2026Q1: 41,324 shares; 2026Q2: 43,759 shares 43,759 $1.28M 0.1% +2,435 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,839 shares; 2025Q2: 4,367 shares; 2025Q3: 5,144 shares; 2025Q4: 5,168 shares; 2026Q1: 5,479 shares; 2026Q2: 5,809 shares 5,809 $1.27M 0.09% +330 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,057 shares; 2025Q4: 199,022 shares; 2026Q1: 252,630 shares; 2026Q2: 71,187 shares 71,187 $1.25M 0.09% -181,443 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,542 shares; 2025Q1: 11,439 shares; 2025Q2: 15,454 shares; 2025Q3: 15,425 shares; 2025Q4: 15,192 shares; 2026Q1: 15,539 shares; 2026Q2: 15,912 shares 15,912 $1.25M 0.09% +373 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,208 shares; 2025Q1: 12,360 shares; 2025Q2: 8,134 shares; 2025Q3: 8,192 shares; 2025Q4: 7,978 shares; 2026Q1: 7,653 shares; 2026Q2: 7,652 shares 7,652 $1.24M 0.09% -1 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,476 shares; 2025Q1: 5,521 shares; 2025Q2: 6,404 shares; 2025Q3: 7,348 shares; 2025Q4: 7,703 shares; 2026Q1: 7,987 shares; 2026Q2: 8,298 shares 8,298 $1.23M 0.09% +311 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,047 shares; 2025Q1: 19,766 shares; 2025Q2: 19,869 shares; 2025Q3: 21,280 shares; 2025Q4: 24,577 shares; 2026Q1: 21,078 shares; 2026Q2: 20,692 shares 20,692 $1.23M 0.09% -386 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,416 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,455 shares; 2025Q4: 16,666 shares; 2026Q1: 20,535 shares; 2026Q2: 20,155 shares 20,155 $1.21M 0.09% -380 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,085 shares; 2025Q1: 6,503 shares; 2025Q2: 6,746 shares; 2025Q3: 7,059 shares; 2025Q4: 6,812 shares; 2026Q1: 6,477 shares; 2026Q2: 6,476 shares 6,476 $1.18M 0.09% -1 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,409 shares; 2025Q1: 19,538 shares; 2025Q2: 21,852 shares; 2025Q3: 24,800 shares; 2025Q4: 25,937 shares; 2026Q1: 26,846 shares; 2026Q2: 28,254 shares 28,254 $1.17M 0.09% +1,408 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 707 shares; 2025Q1: 741 shares; 2025Q2: 821 shares; 2025Q3: 769 shares; 2025Q4: 974 shares; 2026Q1: 965 shares; 2026Q2: 1,060 shares 1,060 $1.16M 0.09% +95 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,736 shares; 2025Q1: 2,721 shares; 2025Q2: 2,623 shares; 2025Q3: 2,396 shares; 2025Q4: 2,371 shares; 2026Q1: 2,491 shares; 2026Q2: 2,445 shares 2,445 $1.15M 0.09% -46 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,923 shares; 2025Q1: 20,061 shares; 2025Q2: 18,907 shares; 2025Q3: 15,898 shares; 2025Q4: 14,818 shares; 2026Q1: 12,370 shares; 2026Q2: 11,437 shares 11,437 $1.15M 0.09% -933 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,560 shares; 2025Q1: 6,838 shares; 2025Q2: 6,345 shares; 2025Q3: 5,898 shares; 2025Q4: 6,728 shares; 2026Q1: 7,843 shares; 2026Q2: 8,475 shares 8,475 $1.14M 0.08% +632 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,641 shares; 2025Q1: 19,535 shares; 2025Q2: 20,132 shares; 2025Q3: 19,656 shares; 2025Q4: 18,975 shares; 2026Q1: 15,944 shares; 2026Q2: 12,779 shares 12,779 $1.13M 0.08% -3,165 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,014 shares; 2025Q3: 114,305 shares; 2025Q4: 78,262 shares; 2026Q1: 69,510 shares; 2026Q2: 25,919 shares 25,919 $1.13M 0.08% -43,591 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,945 shares; 2025Q1: 3,914 shares; 2025Q2: 2,808 shares; 2025Q3: 2,587 shares; 2025Q4: 5,293 shares; 2026Q1: 5,206 shares; 2026Q2: 6,549 shares 6,549 $1.12M 0.08% +1,343 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,650 shares; 2026Q2: 22,000 shares 22,000 $1.12M 0.08% +10,350 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,588 shares; 2025Q1: 5,638 shares; 2025Q2: 5,648 shares; 2025Q3: 5,658 shares; 2025Q4: 5,647 shares; 2026Q1: 5,372 shares; 2026Q2: 4,314 shares 4,314 $1.11M 0.08% -1,058 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,438 shares; 2025Q1: 11,147 shares; 2025Q2: 11,206 shares; 2025Q3: 11,917 shares; 2025Q4: 12,420 shares; 2026Q1: 12,961 shares; 2026Q2: 12,748 shares 12,748 $1.11M 0.08% -213 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,993 shares; 2025Q1: 28,221 shares; 2025Q2: 28,075 shares; 2025Q3: 23,499 shares; 2025Q4: 22,905 shares; 2026Q1: 23,070 shares; 2026Q2: 23,576 shares 23,576 $1.1M 0.08% +506 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,386 shares; 2026Q1: 40,749 shares; 2026Q2: 39,878 shares 39,878 $1.09M 0.08% -871 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94,053 shares; 2025Q1: 88,924 shares; 2025Q2: 62,675 shares; 2025Q3: 19,965 shares; 2025Q4: 15,831 shares; 2026Q1: 15,489 shares; 2026Q2: 16,087 shares 16,087 $1.09M 0.08% +598 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,020 shares; 2025Q1: 19,183 shares; 2025Q2: 15,787 shares; 2025Q3: 18,893 shares; 2025Q4: 19,370 shares; 2026Q1: 20,218 shares; 2026Q2: 22,616 shares 22,616 $1.09M 0.08% +2,398 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92,933 shares; 2025Q1: 90,197 shares; 2025Q2: 86,918 shares; 2025Q3: 87,619 shares; 2025Q4: 92,534 shares; 2026Q1: 94,590 shares; 2026Q2: 101,190 shares 101,190 $1.08M 0.08% +6,600 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,382 shares; 2026Q2: 26,125 shares 26,125 $1.08M 0.08% +6,743 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,516 shares; 2025Q4: 14,692 shares; 2026Q1: 15,176 shares; 2026Q2: 15,279 shares 15,279 $1.07M 0.08% +103 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,484 shares; 2025Q2: 4,324 shares; 2025Q3: 8,940 shares; 2025Q4: 9,862 shares; 2026Q1: 10,847 shares; 2026Q2: 11,822 shares 11,822 $1.06M 0.08% +975 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,956 shares; 2025Q1: 2,871 shares; 2025Q2: 3,951 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,165 shares; 2026Q2: 4,165 shares 4,165 $1.05M 0.08% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,143 shares; 2025Q3: 14,916 shares; 2025Q4: 14,859 shares; 2026Q1: 15,189 shares; 2026Q2: 29,734 shares 29,734 $1.04M 0.08% +14,545 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,953 shares; 2025Q1: 28,487 shares; 2025Q2: 8,606 shares; 2025Q3: 15,876 shares; 2025Q4: 17,116 shares; 2026Q1: 19,363 shares; 2026Q2: 17,782 shares 17,782 $1.03M 0.08% -1,581 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,230 shares; 2025Q1: 6,188 shares; 2025Q2: 6,635 shares; 2025Q3: 6,492 shares; 2025Q4: 6,368 shares; 2026Q1: 6,133 shares; 2026Q2: 6,264 shares 6,264 $1.03M 0.08% +131 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,264 shares; 2025Q1: 38,383 shares; 2025Q2: 38,268 shares; 2025Q3: 37,376 shares; 2025Q4: 37,215 shares; 2026Q1: 39,236 shares; 2026Q2: 41,306 shares 41,306 $1.02M 0.08% +2,070 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 2,104 shares; 2026Q1: 2,615 shares; 2026Q2: 2,757 shares 2,757 $1M 0.07% +142 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,344 shares; 2026Q2: 44,353 shares 44,353 $1M 0.07% +26,009 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,072 shares; 2025Q2: 9,124 shares; 2025Q3: 9,423 shares; 2025Q4: 9,434 shares; 2026Q1: 10,627 shares; 2026Q2: 11,052 shares 11,052 $999K 0.07% +425 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,587 shares; 2025Q1: 50,493 shares; 2025Q2: 25,830 shares; 2025Q3: 61,668 shares; 2025Q4: 18,576 shares; 2026Q1: 13,047 shares; 2026Q2: 17,924 shares 17,924 $986K 0.07% +4,877 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,958 shares; 2025Q3: 37,351 shares; 2025Q4: 36,935 shares; 2026Q1: 37,451 shares; 2026Q2: 36,391 shares 36,391 $977K 0.07% -1,060 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,227 shares; 2025Q1: 18,631 shares; 2025Q2: 19,761 shares; 2025Q3: 19,599 shares; 2025Q4: 18,135 shares; 2026Q1: 17,214 shares; 2026Q2: 16,807 shares 16,807 $968K 0.07% -407 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,696 shares; 2025Q1: 8,279 shares; 2025Q2: 8,456 shares; 2025Q3: 12,279 shares; 2025Q4: 12,653 shares; 2026Q1: 11,408 shares; 2026Q2: 8,847 shares 8,847 $949K 0.07% -2,561 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 1,928 shares; 2025Q2: 1,735 shares; 2025Q3: 2,912 shares; 2025Q4: 3,019 shares; 2026Q1: 3,268 shares; 2026Q2: 3,471 shares 3,471 $948K 0.07% +203 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,886 shares; 2025Q4: 5,415 shares; 2026Q1: 12,720 shares; 2026Q2: 14,768 shares 14,768 $944K 0.07% +2,048 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,095 shares; 2025Q2: 26,496 shares; 2025Q3: 37,154 shares; 2025Q4: 40,019 shares; 2026Q1: 25,189 shares; 2026Q2: 22,517 shares 22,517 $941K 0.07% -2,672 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,208 shares; 2026Q2: 16,921 shares 16,921 $940K 0.07% +3,713 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,562 shares; 2025Q1: 7,056 shares; 2025Q2: 12,118 shares; 2025Q3: 8,906 shares; 2025Q4: 9,072 shares; 2026Q1: 9,535 shares; 2026Q2: 9,502 shares 9,502 $935K 0.07% -33 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,729 shares; 2025Q1: 19,252 shares; 2025Q2: 18,223 shares; 2025Q3: 18,349 shares; 2025Q4: 15,681 shares; 2026Q1: 15,589 shares; 2026Q2: 29,929 shares 29,929 $932K 0.07% +14,340 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,845 shares; 2025Q1: 14,606 shares; 2025Q2: 28,592 shares; 2025Q3: 16,083 shares; 2025Q4: 16,709 shares; 2026Q1: 16,006 shares; 2026Q2: 15,928 shares 15,928 $925K 0.07% -78 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,881 shares; 2025Q4: 18,551 shares; 2026Q1: 28,272 shares; 2026Q2: 34,208 shares 34,208 $923K 0.07% +5,936 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,006 shares; 2026Q2: 23,890 shares 23,890 $899K 0.07% +8,884 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,047 shares; 2025Q1: 2,224 shares; 2025Q2: 1,971 shares; 2025Q3: 2,141 shares; 2025Q4: 2,560 shares; 2026Q1: 2,817 shares; 2026Q2: 3,038 shares 3,038 $891K 0.07% +221 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,352 shares; 2026Q1: 9,084 shares; 2026Q2: 10,144 shares 10,144 $889K 0.07% +1,060 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,232 shares; 2025Q1: 55,648 shares; 2025Q2: 54,488 shares; 2025Q3: 40,431 shares; 2025Q4: 37,050 shares; 2026Q1: 53,831 shares; 2026Q2: 46,498 shares 46,498 $887K 0.07% -7,333 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 186,014 shares; 2025Q1: 199,830 shares; 2025Q2: 188,972 shares; 2025Q3: 157,405 shares; 2025Q4: 225,874 shares; 2026Q1: 257,830 shares; 2026Q2: 257,997 shares 257,997 $875K 0.07% +167 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,258 shares; 2025Q1: 9,657 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares; 2026Q1: 8,890 shares; 2026Q2: 8,890 shares 8,890 $871K 0.06% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,858 shares; 2025Q1: 11,047 shares; 2025Q2: 11,002 shares; 2025Q3: 11,192 shares; 2025Q4: 10,801 shares; 2026Q1: 10,090 shares; 2026Q2: 10,000 shares 10,000 $871K 0.06% -90 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,363 shares; 2025Q1: 2,584 shares; 2025Q2: 2,535 shares; 2025Q3: 2,532 shares; 2025Q4: 2,525 shares; 2026Q1: 2,491 shares; 2026Q2: 2,485 shares 2,485 $847K 0.06% -6 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,318 shares; 2025Q1: 6,450 shares; 2025Q2: 6,412 shares; 2025Q3: 8,872 shares; 2025Q4: 7,928 shares; 2026Q1: 6,886 shares; 2026Q2: 5,243 shares 5,243 $843K 0.06% -1,643 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,424 shares; 2025Q3: 23,314 shares; 2025Q4: 23,842 shares; 2026Q1: 24,365 shares; 2026Q2: 26,003 shares 26,003 $837K 0.06% +1,638 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,075 shares; 2025Q4: 12,041 shares; 2026Q1: 13,589 shares; 2026Q2: 14,577 shares 14,577 $819K 0.06% +988 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,848 shares; 2025Q4: 19,595 shares; 2026Q1: 23,855 shares; 2026Q2: 23,914 shares 23,914 $807K 0.06% +59 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,939 shares; 2025Q1: 6,923 shares; 2025Q2: 7,159 shares; 2025Q3: 5,427 shares; 2025Q4: 4,429 shares; 2026Q1: 3,176 shares; 2026Q2: 2,497 shares 2,497 $797K 0.06% -679 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,669 shares; 2025Q4: 6,714 shares; 2026Q1: 6,423 shares; 2026Q2: 4,756 shares 4,756 $793K 0.06% -1,667 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,026 shares; 2025Q1: 62,459 shares; 2025Q2: 67,565 shares; 2025Q3: 69,629 shares; 2025Q4: 68,674 shares; 2026Q1: 69,087 shares; 2026Q2: 71,018 shares 71,018 $780K 0.06% +1,931 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,019 shares; 2025Q1: 84,646 shares; 2025Q2: 84,446 shares; 2025Q3: 80,669 shares; 2025Q4: 60,290 shares; 2026Q1: 59,177 shares; 2026Q2: 59,638 shares 59,638 $772K 0.06% +461 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,970 shares; 2025Q3: 3,432 shares; 2025Q4: 3,362 shares; 2026Q1: 4,259 shares; 2026Q2: 4,829 shares 4,829 $772K 0.06% +570 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,355 shares; 2025Q3: 130,490 shares; 2025Q4: 22,094 shares; 2026Q1: 19,671 shares; 2026Q2: 18,831 shares 18,831 $771K 0.06% -840 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,729 shares; 2025Q1: 3,072 shares; 2025Q2: 2,893 shares; 2025Q3: 3,104 shares; 2025Q4: 2,640 shares; 2026Q1: 2,198 shares; 2026Q2: 1,616 shares 1,616 $762K 0.06% -582 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,723 shares; 2025Q4: 25,810 shares; 2026Q1: 30,008 shares; 2026Q2: 31,582 shares 31,582 $759K 0.06% +1,574 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,224 shares; 2025Q1: 8,759 shares; 2025Q2: 7,895 shares; 2025Q3: 8,590 shares; 2025Q4: 11,854 shares; 2026Q1: 15,794 shares; 2026Q2: 16,513 shares 16,513 $752K 0.06% +719 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,510 shares; 2025Q1: 9,597 shares; 2025Q2: 9,255 shares; 2025Q3: 8,197 shares; 2025Q4: 7,134 shares; 2026Q1: 7,933 shares; 2026Q2: 8,236 shares 8,236 $731K 0.05% +303 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,061 shares; 2025Q1: 4,685 shares; 2025Q2: 4,396 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares; 2026Q2: 4,395 shares 4,395 $729K 0.05% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,450 shares; 2025Q1: 5,489 shares; 2025Q2: 1,385 shares; 2025Q3: 1,328 shares; 2025Q4: 833 shares; 2026Q1: 1,392 shares; 2026Q2: 1,479 shares 1,479 $725K 0.05% +87 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,704 shares; 2025Q3: 10,572 shares; 2025Q4: 10,793 shares; 2026Q1: 11,319 shares; 2026Q2: 11,608 shares 11,608 $724K 0.05% +289 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,318 shares 16,318 $720K 0.05% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,618 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $716K 0.05% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 2,990 shares; 2025Q2: 2,606 shares; 2025Q3: 2,895 shares; 2025Q4: 3,004 shares; 2026Q1: 3,238 shares; 2026Q2: 2,704 shares 2,704 $714K 0.05% -534 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,161 shares; 2025Q1: 12,453 shares; 2025Q2: 12,244 shares; 2025Q3: 11,814 shares; 2025Q4: 11,889 shares; 2026Q1: 11,319 shares; 2026Q2: 13,553 shares 13,553 $714K 0.05% +2,234 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 192,760 shares; 2025Q1: 55,864 shares; 2025Q2: 81,806 shares; 2025Q3: 72,905 shares; 2025Q4: 44,744 shares; 2026Q1: 45,337 shares; 2026Q2: 44,226 shares 44,226 $711K 0.05% -1,111 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,213 shares; 2025Q1: 3,596 shares; 2025Q2: 2,785 shares; 2025Q3: 2,562 shares; 2025Q4: 3,755 shares; 2026Q1: 3,699 shares; 2026Q2: 4,247 shares 4,247 $710K 0.05% +548 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,721 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 1,975 shares; 2026Q1: 2,243 shares; 2026Q2: 2,199 shares 2,199 $709K 0.05% -44 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,551 shares; 2025Q1: 1,490 shares; 2025Q2: 1,439 shares; 2025Q3: 1,356 shares; 2025Q4: 1,512 shares; 2026Q1: 7,090 shares; 2026Q2: 3,111 shares 3,111 $708K 0.05% -3,979 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: 4,899 shares; 2025Q4: 5,011 shares; 2026Q1: 7,389 shares; 2026Q2: 8,158 shares 8,158 $703K 0.05% +769 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: 4,738 shares; 2026Q2: 4,879 shares 4,879 $702K 0.05% +141 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,633 shares 27,633 $699K 0.05% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,771 shares; 2026Q2: 6,255 shares 6,255 $691K 0.05% +2,484 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 123,171 shares; 2025Q1: 92,853 shares; 2025Q2: 20,919 shares; 2025Q3: 13,657 shares; 2025Q4: 13,155 shares; 2026Q1: 12,797 shares; 2026Q2: 13,051 shares 13,051 $688K 0.05% +254 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,642 shares; 2025Q1: 3,490 shares; 2025Q2: 3,552 shares; 2025Q3: 3,422 shares; 2025Q4: 3,387 shares; 2026Q1: 3,123 shares; 2026Q2: 3,084 shares 3,084 $683K 0.05% -39 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,426 shares; 2025Q1: 12,088 shares; 2025Q2: 12,204 shares; 2025Q3: 12,689 shares; 2025Q4: 11,434 shares; 2026Q1: 11,711 shares; 2026Q2: 11,258 shares 11,258 $681K 0.05% -453 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,935 shares; 2025Q1: 8,153 shares; 2025Q2: 10,252 shares; 2025Q3: 10,809 shares; 2025Q4: 9,927 shares; 2026Q1: 10,887 shares; 2026Q2: 10,867 shares 10,867 $680K 0.05% -20 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,267 shares; 2025Q1: 11,224 shares; 2025Q2: 15,107 shares; 2025Q3: 14,354 shares; 2025Q4: 15,607 shares; 2026Q1: 15,659 shares; 2026Q2: 11,701 shares 11,701 $670K 0.05% -3,958 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,677 shares; 2025Q1: 3,034 shares; 2025Q2: 2,773 shares; 2025Q3: 3,416 shares; 2025Q4: 3,337 shares; 2026Q1: 4,259 shares; 2026Q2: 2,658 shares 2,658 $662K 0.05% -1,601 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,907 shares; 2025Q1: 6,839 shares; 2025Q2: 6,185 shares; 2025Q3: 6,285 shares; 2025Q4: 5,677 shares; 2026Q1: 8,724 shares; 2026Q2: 10,409 shares 10,409 $662K 0.05% +1,685 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,416 shares; 2025Q2: 2,915 shares; 2025Q3: 2,752 shares; 2025Q4: 2,925 shares; 2026Q1: 3,647 shares; 2026Q2: 4,485 shares 4,485 $660K 0.05% +838 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares; 2026Q2: 2,226 shares 2,226 $656K 0.05% +330 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,862 shares; 2025Q1: 168,243 shares; 2025Q2: 168,677 shares; 2025Q3: 145,946 shares; 2025Q4: 54,789 shares; 2026Q1: 54,699 shares; 2026Q2: 55,763 shares 55,763 $654K 0.05% +1,064 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,546 shares; 2025Q1: 8,015 shares; 2025Q2: 9,666 shares; 2025Q3: 16,435 shares; 2025Q4: 16,436 shares; 2026Q1: 16,048 shares; 2026Q2: 14,957 shares 14,957 $653K 0.05% -1,091 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,477 shares; 2026Q2: 15,154 shares 15,154 $653K 0.05% -1,323 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $650K 0.05% 0 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,314 shares; 2025Q4: 41,314 shares; 2026Q1: 23,236 shares; 2026Q2: 23,236 shares 23,236 $644K 0.05% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,150 shares; 2025Q1: 72,767 shares; 2025Q2: 74,036 shares; 2025Q3: 10,319 shares; 2025Q4: 7,887 shares; 2026Q1: 7,791 shares; 2026Q2: 12,055 shares 12,055 $644K 0.05% +4,264 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,892 shares; 2025Q1: 6,059 shares; 2025Q2: 4,336 shares; 2025Q3: 3,919 shares; 2025Q4: 2,515 shares; 2026Q1: 2,710 shares; 2026Q2: 6,235 shares 6,235 $643K 0.05% +3,525 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,244 shares; 2026Q1: 24,244 shares; 2026Q2: 24,244 shares 24,244 $642K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,354 shares; 2025Q1: 14,852 shares; 2025Q2: 15,027 shares; 2025Q3: 12,736 shares; 2025Q4: 11,993 shares; 2026Q1: 8,758 shares; 2026Q2: 5,625 shares 5,625 $642K 0.05% -3,133 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,195 shares; 2026Q2: 8,984 shares 8,984 $641K 0.05% +1,789 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,252 shares; 2025Q1: 13,530 shares; 2025Q2: 12,953 shares; 2025Q3: 12,540 shares; 2025Q4: 12,542 shares; 2026Q1: 12,347 shares; 2026Q2: 11,788 shares 11,788 $641K 0.05% -559 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,895 shares; 2025Q1: 25,062 shares; 2025Q2: 25,410 shares; 2025Q3: 25,753 shares; 2025Q4: 35,234 shares; 2026Q1: 30,834 shares; 2026Q2: 19,157 shares 19,157 $639K 0.05% -11,677 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 579 shares; 2025Q2: 504 shares; 2025Q3: 494 shares; 2025Q4: 827 shares; 2026Q1: 565 shares; 2026Q2: 1,090 shares 1,090 $634K 0.05% +525 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,622 shares; 2025Q1: 10,160 shares; 2025Q2: 5,643 shares; 2025Q3: 4,905 shares; 2025Q4: 5,553 shares; 2026Q1: 5,290 shares; 2026Q2: 4,480 shares 4,480 $631K 0.05% -810 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,411 shares 5,411 $630K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 829 shares; 2025Q1: 1,214 shares; 2025Q2: 1,087 shares; 2025Q3: 1,636 shares; 2025Q4: 1,627 shares; 2026Q1: 1,385 shares; 2026Q2: 1,227 shares 1,227 $627K 0.05% -158 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,644 shares; 2025Q4: 3,848 shares; 2026Q1: 4,281 shares; 2026Q2: 4,574 shares 4,574 $626K 0.05% +293 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,361 shares; 2026Q1: 9,769 shares; 2026Q2: 17,660 shares 17,660 $624K 0.05% +7,891 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,852 shares; 2026Q2: 2,414 shares 2,414 $623K 0.05% +562 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,892 shares; 2025Q3: 2,897 shares; 2025Q4: 3,046 shares; 2026Q1: 4,645 shares; 2026Q2: 4,740 shares 4,740 $618K 0.05% +95 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,629 shares; 2025Q1: 4,875 shares; 2025Q2: 5,698 shares; 2025Q3: 5,596 shares; 2025Q4: 5,030 shares; 2026Q1: 5,007 shares; 2026Q2: 5,251 shares 5,251 $608K 0.05% +244 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,904 shares; 2025Q1: 33,287 shares; 2025Q2: 7,816 shares; 2025Q3: 10,274 shares; 2025Q4: 19,358 shares; 2026Q1: 24,346 shares; 2026Q2: 23,935 shares 23,935 $604K 0.05% -411 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 2,211 shares; 2025Q3: 3,797 shares; 2025Q4: 3,857 shares; 2026Q1: 3,715 shares; 2026Q2: 3,715 shares 3,715 $604K 0.04% 0 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,502 shares; 2026Q1: 75,134 shares; 2026Q2: 82,538 shares 82,538 $602K 0.04% +7,404 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,023 shares; 2025Q3: 51,309 shares; 2025Q4: 70,211 shares; 2026Q1: 73,863 shares; 2026Q2: 12,084 shares 12,084 $601K 0.04% -61,779 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,287 shares 19,287 $599K 0.04% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,265 shares; 2025Q1: 40,192 shares; 2025Q2: 36,139 shares; 2025Q3: 29,197 shares; 2025Q4: 28,002 shares; 2026Q1: 28,596 shares; 2026Q2: 25,412 shares 25,412 $599K 0.04% -3,184 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,529 shares; 2025Q1: 7,742 shares; 2025Q2: 8,397 shares; 2025Q3: 6,633 shares; 2025Q4: 6,658 shares; 2026Q1: 8,078 shares; 2026Q2: 9,248 shares 9,248 $596K 0.04% +1,170 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,498 shares; 2025Q1: 7,952 shares; 2025Q2: 9,542 shares; 2025Q3: 11,616 shares; 2025Q4: 11,788 shares; 2026Q1: 12,761 shares; 2026Q2: 14,268 shares 14,268 $595K 0.04% +1,507 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,448 shares; 2025Q4: 1,365 shares; 2026Q1: 1,293 shares; 2026Q2: 2,371 shares 2,371 $588K 0.04% +1,078 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,047 shares; 2025Q1: 5,647 shares; 2025Q2: 6,247 shares; 2025Q3: 7,447 shares; 2025Q4: 7,797 shares; 2026Q1: 9,667 shares; 2026Q2: 10,138 shares 10,138 $586K 0.04% +471 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,372 shares; 2025Q1: 5,068 shares; 2025Q2: 9,313 shares; 2025Q3: 11,145 shares; 2025Q4: 7,161 shares; 2026Q1: 3,803 shares; 2026Q2: 5,760 shares 5,760 $583K 0.04% +1,957 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 904 shares; 2026Q1: 945 shares; 2026Q2: 982 shares 982 $578K 0.04% +37 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 288 shares; 2026Q2: 3,000 shares 3,000 $572K 0.04% +2,712 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares; 2026Q2: 2,394 shares 2,394 $569K 0.04% +988 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,544 shares; 2025Q1: 7,897 shares; 2025Q2: 9,642 shares; 2025Q3: 9,184 shares; 2025Q4: 8,489 shares; 2026Q1: 8,361 shares; 2026Q2: 8,325 shares 8,325 $564K 0.04% -36 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,437 shares; 2026Q1: 4,981 shares; 2026Q2: 5,313 shares 5,313 $564K 0.04% +332 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,969 shares; 2026Q2: 47,295 shares 47,295 $560K 0.04% +13,326 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,126 shares; 2025Q3: 23,283 shares; 2025Q4: 32,612 shares; 2026Q1: 35,230 shares; 2026Q2: 39,827 shares 39,827 $557K 0.04% +4,597 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: 2,121 shares; 2025Q3: 2,095 shares; 2025Q4: 1,902 shares; 2026Q1: 1,869 shares; 2026Q2: 4,184 shares 4,184 $554K 0.04% +2,315 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,349 shares; 2025Q1: 13,986 shares; 2025Q2: 6,430 shares; 2025Q3: 5,290 shares; 2025Q4: 6,517 shares; 2026Q1: 7,250 shares; 2026Q2: 7,254 shares 7,254 $552K 0.04% +4 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,668 shares; 2025Q1: 3,767 shares; 2025Q2: 4,479 shares; 2025Q3: 4,442 shares; 2025Q4: 4,041 shares; 2026Q1: 3,587 shares; 2026Q2: 4,128 shares 4,128 $544K 0.04% +541 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,914 shares; 2025Q1: 10,914 shares; 2025Q2: 10,655 shares; 2025Q3: 10,597 shares; 2025Q4: 10,597 shares; 2026Q1: 10,597 shares; 2026Q2: 11,142 shares 11,142 $543K 0.04% +545 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,962 shares; 2025Q1: 2,459 shares; 2025Q2: 1,526 shares; 2025Q3: 3,365 shares; 2025Q4: 3,576 shares; 2026Q1: 3,503 shares; 2026Q2: 3,792 shares 3,792 $542K 0.04% +289 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,411 shares; 2025Q1: 9,606 shares; 2025Q2: 3,550 shares; 2025Q3: 3,013 shares; 2025Q4: 3,515 shares; 2026Q1: 3,752 shares; 2026Q2: 3,695 shares 3,695 $541K 0.04% -57 Timeline PSMO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,713 shares; 2025Q4: 16,378 shares; 2026Q1: 16,378 shares; 2026Q2: 16,544 shares 16,544 $540K 0.04% +166 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,644 shares; 2025Q1: 27,335 shares; 2025Q2: 23,476 shares; 2025Q3: 24,942 shares; 2025Q4: 24,372 shares; 2026Q1: 23,782 shares; 2026Q2: 23,665 shares 23,665 $540K 0.04% -117 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,803 shares; 2026Q2: 16,112 shares 16,112 $538K 0.04% +3,309 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,559 shares; 2025Q2: 40,930 shares; 2025Q3: 41,450 shares; 2025Q4: 9,960 shares; 2026Q1: 11,487 shares; 2026Q2: 10,550 shares 10,550 $538K 0.04% -937 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 658 shares; 2025Q1: 979 shares; 2025Q2: 833 shares; 2025Q3: 980 shares; 2025Q4: 431 shares; 2026Q1: 423 shares; 2026Q2: 414 shares 414 $531K 0.04% -9 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,606 shares; 2025Q1: 5,656 shares; 2025Q2: 6,256 shares; 2025Q3: 7,606 shares; 2025Q4: 7,681 shares; 2026Q1: 7,681 shares; 2026Q2: 7,529 shares 7,529 $525K 0.04% -152 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,626 shares; 2025Q1: 25,072 shares; 2025Q2: 15,529 shares; 2025Q3: 14,041 shares; 2025Q4: 13,584 shares; 2026Q1: 13,726 shares; 2026Q2: 11,927 shares 11,927 $524K 0.04% -1,799 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,818 shares; 2025Q2: 7,055 shares; 2025Q3: 8,103 shares; 2025Q4: 9,862 shares; 2026Q1: 12,650 shares; 2026Q2: 2,878 shares 2,878 $523K 0.04% -9,772 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares; 2026Q1: 13,039 shares; 2026Q2: 17,758 shares 17,758 $519K 0.04% +4,719 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 6,802 shares; 2026Q1: 4,951 shares; 2026Q2: 10,231 shares 10,231 $515K 0.04% +5,280 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $514K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,022 shares; 2025Q1: 4,459 shares; 2025Q2: 2,269 shares; 2025Q3: 2,252 shares; 2025Q4: 4,538 shares; 2026Q1: 4,538 shares; 2026Q2: 4,565 shares 4,565 $513K 0.04% +27 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,088 shares 11,088 $507K 0.04% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,095 shares; 2025Q1: 5,235 shares; 2025Q2: 5,387 shares; 2025Q3: 5,715 shares; 2025Q4: 5,800 shares; 2026Q1: 6,337 shares; 2026Q2: 6,174 shares 6,174 $507K 0.04% -163 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,302 shares; 2025Q1: 3,486 shares; 2025Q2: 3,391 shares; 2025Q3: 3,869 shares; 2025Q4: 4,431 shares; 2026Q1: 4,922 shares; 2026Q2: 5,228 shares 5,228 $506K 0.04% +306 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,993 shares; 2025Q1: 8,350 shares; 2025Q2: 8,207 shares; 2025Q3: 8,767 shares; 2025Q4: 8,560 shares; 2026Q1: 9,340 shares; 2026Q2: 10,009 shares 10,009 $505K 0.04% +669 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares; 2026Q1: 5,216 shares; 2026Q2: 5,969 shares 5,969 $502K 0.04% +753 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568 shares 1,568 $501K 0.04% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,891 shares; 2025Q1: 5,607 shares; 2025Q2: 1,746 shares; 2025Q3: 1,172 shares; 2025Q4: 997 shares; 2026Q1: 924 shares; 2026Q2: 914 shares 914 $500K 0.04% -10 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,043 shares; 2025Q4: 13,598 shares; 2026Q1: 8,207 shares; 2026Q2: 16,368 shares 16,368 $495K 0.04% +8,161 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,858 shares 13,858 $490K 0.04% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,493 shares 2,493 $489K 0.04% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,667 shares; 2025Q2: 18,823 shares; 2025Q3: 18,085 shares; 2025Q4: 15,999 shares; 2026Q1: 13,598 shares; 2026Q2: 11,804 shares 11,804 $487K 0.04% -1,794 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,454 shares; 2025Q1: 2,721 shares; 2025Q2: 2,804 shares; 2025Q3: 2,675 shares; 2025Q4: 2,852 shares; 2026Q1: 3,413 shares; 2026Q2: 4,256 shares 4,256 $483K 0.04% +843 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,782 shares; 2025Q1: 11,815 shares; 2025Q2: 10,472 shares; 2025Q3: 8,616 shares; 2025Q4: 7,727 shares; 2026Q1: 4,415 shares; 2026Q2: 3,086 shares 3,086 $483K 0.04% -1,329 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,694 shares; 2025Q1: 5,848 shares; 2025Q2: 5,367 shares; 2025Q3: 7,162 shares; 2025Q4: 7,216 shares; 2026Q1: 7,085 shares; 2026Q2: 6,813 shares 6,813 $481K 0.04% -272 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares; 2025Q2: 5,527 shares; 2025Q3: 5,513 shares; 2025Q4: 5,499 shares; 2026Q1: 5,285 shares; 2026Q2: 5,223 shares 5,223 $481K 0.04% -62 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 1,444 shares; 2025Q2: 1,230 shares; 2025Q3: 1,311 shares; 2025Q4: 1,320 shares; 2026Q1: 1,486 shares; 2026Q2: 1,520 shares 1,520 $476K 0.04% +34 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,164 shares; 2025Q1: 6,502 shares; 2025Q2: 5,849 shares; 2025Q3: 4,597 shares; 2025Q4: 4,296 shares; 2026Q1: 4,082 shares; 2026Q2: 3,265 shares 3,265 $471K 0.04% -817 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,771 shares; 2025Q1: 91,269 shares; 2025Q2: 80,886 shares; 2025Q3: 73,642 shares; 2025Q4: 55,684 shares; 2026Q1: 46,126 shares; 2026Q2: 44,923 shares 44,923 $469K 0.03% -1,203 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 3,763 shares; 2025Q2: 3,840 shares; 2025Q3: 4,312 shares; 2025Q4: 4,240 shares; 2026Q1: 4,834 shares; 2026Q2: 4,738 shares 4,738 $469K 0.03% -96 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,690 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,690 shares; 2025Q4: 7,690 shares; 2026Q1: 7,690 shares; 2026Q2: 7,690 shares 7,690 $468K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,757 shares; 2025Q2: 1,997 shares; 2025Q3: 2,562 shares; 2025Q4: 2,695 shares; 2026Q1: 2,964 shares; 2026Q2: 3,603 shares 3,603 $466K 0.03% +639 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,222 shares; 2025Q1: 11,384 shares; 2025Q2: 5,611 shares; 2025Q3: 4,994 shares; 2025Q4: 4,440 shares; 2026Q1: 4,041 shares; 2026Q2: 3,990 shares 3,990 $456K 0.03% -51 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,054 shares; 2025Q1: 41,918 shares; 2025Q2: 37,201 shares; 2025Q3: 31,611 shares; 2025Q4: 29,409 shares; 2026Q1: 28,115 shares; 2026Q2: 26,356 shares 26,356 $454K 0.03% -1,759 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,288 shares; 2026Q1: 5,801 shares; 2026Q2: 10,231 shares 10,231 $452K 0.03% +4,430 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,919 shares; 2026Q2: 4,669 shares 4,669 $452K 0.03% +2,750 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,999 shares; 2025Q1: 6,196 shares; 2025Q2: 6,054 shares; 2025Q3: 6,289 shares; 2025Q4: 6,112 shares; 2026Q1: 5,646 shares; 2026Q2: 5,634 shares 5,634 $450K 0.03% -12 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,848 shares; 2025Q1: 4,683 shares; 2025Q2: 4,759 shares; 2025Q3: 3,478 shares; 2025Q4: 1,928 shares; 2026Q1: not reported; 2026Q2: 2,237 shares 2,237 $445K 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,585 shares; 2025Q1: 2,687 shares; 2025Q2: 2,400 shares; 2025Q3: 2,427 shares; 2025Q4: 2,331 shares; 2026Q1: 2,325 shares; 2026Q2: 2,616 shares 2,616 $443K 0.03% +291 Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 12,135 shares; 2026Q1: 12,135 shares; 2026Q2: 12,930 shares 12,930 $437K 0.03% +795 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,132 shares; 2025Q1: 6,577 shares; 2025Q2: 6,139 shares; 2025Q3: 6,139 shares; 2025Q4: 6,015 shares; 2026Q1: 6,236 shares; 2026Q2: 6,236 shares 6,236 $434K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 705 shares; 2026Q1: 752 shares; 2026Q2: 1,032 shares 1,032 $433K 0.03% +280 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,811 shares; 2026Q1: 9,538 shares; 2026Q2: 7,448 shares 7,448 $433K 0.03% -2,090 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,316 shares; 2025Q4: 9,665 shares; 2026Q1: 5,911 shares; 2026Q2: 6,797 shares 6,797 $423K 0.03% +886 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,248 shares; 2025Q4: 3,161 shares; 2026Q1: 3,479 shares; 2026Q2: 4,060 shares 4,060 $421K 0.03% +581 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,921 shares; 2025Q4: 10,922 shares; 2026Q1: 10,929 shares; 2026Q2: 10,932 shares 10,932 $417K 0.03% +3 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182,871 shares; 2025Q1: 231,197 shares; 2025Q2: 128,465 shares; 2025Q3: 118,387 shares; 2025Q4: 22,117 shares; 2026Q1: 13,349 shares; 2026Q2: 12,843 shares 12,843 $416K 0.03% -506 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,262 shares; 2026Q2: 8,691 shares 8,691 $416K 0.03% +2,429 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,708 shares; 2025Q4: 6,857 shares; 2026Q1: 5,855 shares; 2026Q2: 5,817 shares 5,817 $411K 0.03% -38 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,053 shares; 2025Q1: 4,228 shares; 2025Q2: 3,619 shares; 2025Q3: 3,719 shares; 2025Q4: 3,619 shares; 2026Q1: 3,619 shares; 2026Q2: 3,619 shares 3,619 $409K 0.03% 0 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,069 shares; 2026Q2: 7,992 shares 7,992 $406K 0.03% -29,077 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,236 shares; 2025Q1: 3,218 shares; 2025Q2: 2,256 shares; 2025Q3: 2,278 shares; 2025Q4: 1,202 shares; 2026Q1: 1,190 shares; 2026Q2: 970 shares 970 $406K 0.03% -220 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $402K 0.03% new Timeline GDXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,500 shares; 2025Q3: 36,906 shares; 2025Q4: 41,913 shares; 2026Q1: 42,865 shares; 2026Q2: 41,663 shares 41,663 $402K 0.03% -1,202 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,368 shares; 2025Q2: 22,659 shares; 2025Q3: 21,043 shares; 2025Q4: 17,923 shares; 2026Q1: 13,725 shares; 2026Q2: 12,001 shares 12,001 $402K 0.03% -1,724 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,397 shares; 2025Q3: 1,326 shares; 2025Q4: 1,404 shares; 2026Q1: 1,636 shares; 2026Q2: 1,642 shares 1,642 $400K 0.03% +6 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 4,698 shares; 2026Q1: 4,630 shares; 2026Q2: 4,731 shares 4,731 $398K 0.03% +101 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares; 2026Q1: 9,233 shares; 2026Q2: 9,235 shares 9,235 $392K 0.03% +2 Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,584 shares; 2025Q1: 84,712 shares; 2025Q2: 85,255 shares; 2025Q3: 88,609 shares; 2025Q4: 71,738 shares; 2026Q1: 70,856 shares; 2026Q2: 69,868 shares 69,868 $390K 0.03% -988 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,014 shares; 2025Q4: 3,667 shares; 2026Q1: 3,481 shares; 2026Q2: 3,475 shares 3,475 $389K 0.03% -6 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,075 shares; 2025Q1: 9,339 shares; 2025Q2: 5,345 shares; 2025Q3: 5,850 shares; 2025Q4: 5,783 shares; 2026Q1: 5,655 shares; 2026Q2: 4,781 shares 4,781 $387K 0.03% -874 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,731 shares; 2025Q3: 6,640 shares; 2025Q4: 6,608 shares; 2026Q1: 6,566 shares; 2026Q2: 6,522 shares 6,522 $382K 0.03% -44 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,878 shares; 2025Q1: 1,771 shares; 2025Q2: 1,676 shares; 2025Q3: 1,690 shares; 2025Q4: 1,620 shares; 2026Q1: 1,611 shares; 2026Q2: 1,815 shares 1,815 $377K 0.03% +204 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,719 shares; 2025Q1: 4,159 shares; 2025Q2: 3,771 shares; 2025Q3: 4,213 shares; 2025Q4: 4,369 shares; 2026Q1: 3,643 shares; 2026Q2: 3,855 shares 3,855 $373K 0.03% +212 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,584 shares; 2025Q1: 71,127 shares; 2025Q2: 114,998 shares; 2025Q3: 143,853 shares; 2025Q4: 167,998 shares; 2026Q1: 190,477 shares; 2026Q2: 189,396 shares 189,396 $371K 0.03% -1,081 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,797 shares; 2025Q1: 7,327 shares; 2025Q2: 7,137 shares; 2025Q3: 6,923 shares; 2025Q4: 4,343 shares; 2026Q1: 2,989 shares; 2026Q2: 1,696 shares 1,696 $370K 0.03% -1,293 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,923 shares; 2025Q1: 74,470 shares; 2025Q2: 9,147 shares; 2025Q3: 12,220 shares; 2025Q4: 11,352 shares; 2026Q1: 10,742 shares; 2026Q2: 9,678 shares 9,678 $370K 0.03% -1,064 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 707 shares; 2025Q3: 790 shares; 2025Q4: 793 shares; 2026Q1: 872 shares; 2026Q2: 871 shares 871 $370K 0.03% -1 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,467 shares; 2025Q4: 3,655 shares; 2026Q1: not reported; 2026Q2: 3,132 shares 3,132 $368K 0.03% new Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,349 shares; 2025Q1: 73,938 shares; 2025Q2: 61,564 shares; 2025Q3: 62,422 shares; 2025Q4: 10,280 shares; 2026Q1: 5,899 shares; 2026Q2: 5,658 shares 5,658 $362K 0.03% -241 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,150 shares; 2025Q1: 6,594 shares; 2025Q2: 5,104 shares; 2025Q3: 4,596 shares; 2025Q4: 3,803 shares; 2026Q1: 2,023 shares; 2026Q2: 1,870 shares 1,870 $361K 0.03% -153 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,471 shares; 2025Q1: 15,151 shares; 2025Q2: 13,948 shares; 2025Q3: 11,452 shares; 2025Q4: 9,742 shares; 2026Q1: 7,856 shares; 2026Q2: 7,282 shares 7,282 $360K 0.03% -574 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,020 shares; 2025Q3: 11,138 shares; 2025Q4: 8,619 shares; 2026Q1: 6,019 shares; 2026Q2: 516 shares 516 $359K 0.03% -5,503 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,795 shares; 2025Q4: 2,777 shares; 2026Q1: 2,765 shares; 2026Q2: 4,829 shares 4,829 $355K 0.03% +2,064 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,513 shares; 2025Q1: 28,338 shares; 2025Q2: 28,832 shares; 2025Q3: 26,837 shares; 2025Q4: 25,492 shares; 2026Q1: 25,448 shares; 2026Q2: 23,659 shares 23,659 $354K 0.03% -1,789 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80,712 shares; 2025Q1: 85,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,322 shares; 2026Q2: 8,262 shares 8,262 $354K 0.03% -4,060 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,783 shares; 2025Q1: 5,511 shares; 2025Q2: 42,372 shares; 2025Q3: 7,194 shares; 2025Q4: 7,923 shares; 2026Q1: 7,192 shares; 2026Q2: 5,878 shares 5,878 $352K 0.03% -1,314 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,125 shares; 2026Q2: 4,149 shares 4,149 $352K 0.03% +24 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,160 shares; 2026Q1: 1,430 shares; 2026Q2: 1,736 shares 1,736 $350K 0.03% +306 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 186,163 shares; 2025Q1: 30,608 shares; 2025Q2: 29,882 shares; 2025Q3: 36,543 shares; 2025Q4: 38,348 shares; 2026Q1: 26,378 shares; 2026Q2: 29,173 shares 29,173 $350K 0.03% +2,795 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,515 shares; 2025Q3: 10,453 shares; 2025Q4: 10,653 shares; 2026Q1: 10,803 shares; 2026Q2: 10,903 shares 10,903 $347K 0.03% +100 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,099 shares; 2026Q1: 4,937 shares; 2026Q2: 6,092 shares 6,092 $346K 0.03% +1,155 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,676 shares; 2025Q1: not reported; 2025Q2: 2,591 shares; 2025Q3: 2,640 shares; 2025Q4: 2,647 shares; 2026Q1: 2,660 shares; 2026Q2: 2,660 shares 2,660 $344K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 778 shares; 2025Q2: 769 shares; 2025Q3: 602 shares; 2025Q4: 580 shares; 2026Q1: 562 shares; 2026Q2: 536 shares 536 $343K 0.03% -26 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,749 shares; 2025Q3: 5,245 shares; 2025Q4: 5,489 shares; 2026Q1: 5,711 shares; 2026Q2: 6,003 shares 6,003 $342K 0.03% +292 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,014 shares 10,014 $337K 0.03% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,433 shares; 2025Q4: 3,758 shares; 2026Q1: 3,354 shares; 2026Q2: 3,354 shares 3,354 $337K 0.03% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,969 shares 2,969 $334K 0.02% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,390 shares; 2025Q1: 9,080 shares; 2025Q2: 10,818 shares; 2025Q3: 10,183 shares; 2025Q4: 8,963 shares; 2026Q1: 7,443 shares; 2026Q2: 6,567 shares 6,567 $329K 0.02% -876 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,644 shares; 2025Q1: 4,280 shares; 2025Q2: 4,361 shares; 2025Q3: 4,288 shares; 2025Q4: 4,277 shares; 2026Q1: 4,299 shares; 2026Q2: 3,159 shares 3,159 $328K 0.02% -1,140 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,776 shares; 2025Q1: 21,690 shares; 2025Q2: 21,768 shares; 2025Q3: 21,768 shares; 2025Q4: 21,670 shares; 2026Q1: 21,368 shares; 2026Q2: 21,244 shares 21,244 $328K 0.02% -124 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,374 shares 11,374 $326K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,827 shares; 2026Q2: 1,885 shares 1,885 $325K 0.02% -942 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,415 shares; 2025Q4: 2,579 shares; 2026Q1: 3,924 shares; 2026Q2: 5,172 shares 5,172 $323K 0.02% +1,248 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,072 shares; 2025Q3: 6,743 shares; 2025Q4: 7,089 shares; 2026Q1: 7,380 shares; 2026Q2: 7,786 shares 7,786 $322K 0.02% +406 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,821 shares; 2025Q1: 8,282 shares; 2025Q2: 7,093 shares; 2025Q3: 6,782 shares; 2025Q4: 6,677 shares; 2026Q1: 6,231 shares; 2026Q2: 6,008 shares 6,008 $322K 0.02% -223 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,523 shares 2,523 $322K 0.02% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,267 shares; 2025Q2: 10,891 shares; 2025Q3: 11,326 shares; 2025Q4: 10,057 shares; 2026Q1: 9,129 shares; 2026Q2: 7,153 shares 7,153 $321K 0.02% -1,976 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 351 shares; 2026Q2: 429 shares 429 $321K 0.02% +78 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares; 2025Q4: 1,118 shares; 2026Q1: 1,302 shares; 2026Q2: 1,233 shares 1,233 $320K 0.02% -69 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,947 shares; 2025Q4: 4,820 shares; 2026Q1: 5,505 shares; 2026Q2: 5,788 shares 5,788 $320K 0.02% +283 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,871 shares; 2025Q1: 5,532 shares; 2025Q2: 5,295 shares; 2025Q3: 6,934 shares; 2025Q4: 6,877 shares; 2026Q1: 3,874 shares; 2026Q2: 3,668 shares 3,668 $319K 0.02% -206 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,802 shares; 2025Q1: 1,806 shares; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 1,316 shares; 2026Q1: 1,248 shares; 2026Q2: 1,267 shares 1,267 $318K 0.02% +19 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,273 shares; 2025Q3: 6,913 shares; 2025Q4: 7,260 shares; 2026Q1: 7,564 shares; 2026Q2: 7,978 shares 7,978 $318K 0.02% +414 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,890 shares; 2025Q1: 4,362 shares; 2025Q2: 4,664 shares; 2025Q3: 5,514 shares; 2025Q4: 4,195 shares; 2026Q1: 3,316 shares; 2026Q2: 1,922 shares 1,922 $316K 0.02% -1,394 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,378 shares; 2025Q1: 3,746 shares; 2025Q2: 3,727 shares; 2025Q3: 3,525 shares; 2025Q4: 3,477 shares; 2026Q1: 3,464 shares; 2026Q2: 3,493 shares 3,493 $316K 0.02% +29 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,561 shares; 2025Q1: 40,381 shares; 2025Q2: 27,647 shares; 2025Q3: 28,178 shares; 2025Q4: 3,961 shares; 2026Q1: 4,580 shares; 2026Q2: 4,045 shares 4,045 $314K 0.02% -535 Timeline FB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,066 shares 7,066 $314K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 309 shares; 2025Q4: 315 shares; 2026Q1: 342 shares; 2026Q2: 347 shares 347 $309K 0.02% +5 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,502 shares; 2025Q1: 3,877 shares; 2025Q2: 2,840 shares; 2025Q3: 2,383 shares; 2025Q4: 2,223 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $307K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,160 shares; 2025Q1: 1,073 shares; 2025Q2: 974 shares; 2025Q3: 913 shares; 2025Q4: 936 shares; 2026Q1: 935 shares; 2026Q2: 906 shares 906 $305K 0.02% -29 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares; 2026Q2: 233 shares 233 $305K 0.02% +11 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares; 2026Q2: 4,063 shares 4,063 $304K 0.02% +996 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,022 shares 2,022 $304K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $303K 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,529 shares; 2026Q1: 2,451 shares; 2026Q2: 2,451 shares 2,451 $302K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 2,159 shares 2,159 $301K 0.02% +209 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,581 shares; 2025Q1: 19,441 shares; 2025Q2: 29,726 shares; 2025Q3: 39,831 shares; 2025Q4: 41,887 shares; 2026Q1: 14,247 shares; 2026Q2: 6,742 shares 6,742 $300K 0.02% -7,505 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,214 shares; 2025Q1: 1,924 shares; 2025Q2: 1,723 shares; 2025Q3: 1,816 shares; 2025Q4: 1,819 shares; 2026Q1: 718 shares; 2026Q2: 818 shares 818 $299K 0.02% +100 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares; 2026Q2: 1,798 shares 1,798 $299K 0.02% +20 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,796 shares 1,796 $299K 0.02% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,592 shares; 2025Q1: 31,478 shares; 2025Q2: 30,650 shares; 2025Q3: 26,069 shares; 2025Q4: 26,834 shares; 2026Q1: 26,687 shares; 2026Q2: 25,652 shares 25,652 $299K 0.02% -1,035 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,379 shares; 2025Q1: 10,403 shares; 2025Q2: 9,241 shares; 2025Q3: 7,970 shares; 2025Q4: 7,419 shares; 2026Q1: 7,253 shares; 2026Q2: 2,758 shares 2,758 $298K 0.02% -4,495 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,063 shares; 2026Q2: 11,555 shares 11,555 $296K 0.02% +2,492 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,682 shares; 2025Q2: 1,662 shares; 2025Q3: 1,653 shares; 2025Q4: 1,413 shares; 2026Q1: 1,364 shares; 2026Q2: 1,376 shares 1,376 $296K 0.02% +12 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,772 shares; 2025Q1: 4,246 shares; 2025Q2: 4,194 shares; 2025Q3: 3,957 shares; 2025Q4: 3,363 shares; 2026Q1: 2,952 shares; 2026Q2: 2,718 shares 2,718 $295K 0.02% -234 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,054 shares 8,054 $293K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,382 shares 3,382 $293K 0.02% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: not reported; 2025Q2: 1,378 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares; 2026Q2: 1,496 shares 1,496 $290K 0.02% +247 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 3,755 shares; 2026Q2: 4,335 shares 4,335 $290K 0.02% +580 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,201 shares; 2026Q1: 1,113 shares; 2026Q2: 1,089 shares 1,089 $289K 0.02% -24 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,253 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $284K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 916 shares; 2026Q1: 1,035 shares; 2026Q2: 1,090 shares 1,090 $283K 0.02% +55 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,575 shares; 2025Q1: 2,443 shares; 2025Q2: 2,736 shares; 2025Q3: 2,484 shares; 2025Q4: 1,481 shares; 2026Q1: 1,637 shares; 2026Q2: 958 shares 958 $283K 0.02% -679 Timeline