IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,323 shares; 2024Q4: 66,389 shares; 2025Q1: 63,740 shares; 2025Q2: 61,717 shares; 2025Q3: 62,519 shares; 2025Q4: 62,200 shares; 2026Q1: 59,896 shares; 2026Q2: 60,541 shares 60,541 $17.6M 5.6% +645 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: 72,628 shares; 2024Q4: 69,196 shares; 2025Q1: 63,129 shares; 2025Q2: 61,354 shares; 2025Q3: 60,591 shares; 2025Q4: 58,521 shares; 2026Q1: 54,905 shares; 2026Q2: 54,362 shares 54,362 $13.7M 4.37% -543 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: 118,883 shares; 2024Q4: 119,006 shares; 2025Q1: 120,428 shares; 2025Q2: 120,548 shares; 2025Q3: 122,178 shares; 2025Q4: 123,524 shares; 2026Q1: 122,057 shares; 2026Q2: 119,757 shares 119,757 $10.8M 3.44% -2,300 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: 98,541 shares; 2024Q4: 101,388 shares; 2025Q1: 106,105 shares; 2025Q2: 109,995 shares; 2025Q3: 116,277 shares; 2025Q4: 122,250 shares; 2026Q1: 124,487 shares; 2026Q2: 126,480 shares 126,480 $9.59M 3.05% +1,993 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,983 shares; 2025Q3: 140,770 shares; 2025Q4: 191,213 shares; 2026Q1: 221,062 shares; 2026Q2: 245,523 shares 245,523 $7.85M 2.5% +24,461 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: 49,323 shares; 2024Q4: 59,115 shares; 2025Q1: 64,399 shares; 2025Q2: 66,474 shares; 2025Q3: 71,192 shares; 2025Q4: 81,967 shares; 2026Q1: 88,606 shares; 2026Q2: 91,505 shares 91,505 $6.52M 2.08% +2,899 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,257 shares; 2024Q4: 10,238 shares; 2025Q1: 9,769 shares; 2025Q2: 9,446 shares; 2025Q3: 9,216 shares; 2025Q4: 8,952 shares; 2026Q1: 8,470 shares; 2026Q2: 8,275 shares 8,275 $6.2M 1.97% -195 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: 18,336 shares; 2024Q4: 19,938 shares; 2025Q1: 20,669 shares; 2025Q2: 28,296 shares; 2025Q3: 51,231 shares; 2025Q4: 63,446 shares; 2026Q1: 69,981 shares; 2026Q2: 74,931 shares 74,931 $6.07M 1.93% +4,950 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: 50,614 shares; 2024Q4: 59,933 shares; 2025Q1: 90,189 shares; 2025Q2: 132,887 shares; 2025Q3: 202,077 shares; 2025Q4: 233,574 shares; 2026Q1: 250,194 shares; 2026Q2: 252,723 shares 252,723 $5.92M 1.89% +2,529 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: 111,323 shares; 2024Q4: 104,293 shares; 2025Q1: 121,908 shares; 2025Q2: 125,403 shares; 2025Q3: 119,250 shares; 2025Q4: 133,056 shares; 2026Q1: 146,163 shares; 2026Q2: 160,755 shares 160,755 $5.87M 1.87% +14,592 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: 25,533 shares; 2024Q4: 26,061 shares; 2025Q1: 24,063 shares; 2025Q2: 23,862 shares; 2025Q3: 23,803 shares; 2025Q4: 23,990 shares; 2026Q1: 23,328 shares; 2026Q2: 24,112 shares 24,112 $5.75M 1.83% +784 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: 27,241 shares; 2024Q4: 28,471 shares; 2025Q1: 28,318 shares; 2025Q2: 27,657 shares; 2025Q3: 27,892 shares; 2025Q4: 28,306 shares; 2026Q1: 28,071 shares; 2026Q2: 27,170 shares 27,170 $5.44M 1.73% -901 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: 48,155 shares; 2024Q4: 55,081 shares; 2025Q1: 63,445 shares; 2025Q2: 68,696 shares; 2025Q3: 70,265 shares; 2025Q4: 73,728 shares; 2026Q1: 182,728 shares; 2026Q2: 181,543 shares 181,543 $5.34M 1.7% -1,185 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,990 shares; 2024Q4: 32,247 shares; 2025Q1: 30,917 shares; 2025Q2: 30,403 shares; 2025Q3: 30,390 shares; 2025Q4: 29,816 shares; 2026Q1: 28,459 shares; 2026Q2: 28,156 shares 28,156 $5.3M 1.69% -303 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: 38,581 shares; 2024Q4: 40,662 shares; 2025Q1: 41,324 shares; 2025Q2: 42,525 shares; 2025Q3: 54,438 shares; 2025Q4: 60,469 shares; 2026Q1: 63,430 shares; 2026Q2: 62,739 shares 62,739 $5.19M 1.65% -691 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: 8,202 shares; 2024Q4: 8,243 shares; 2025Q1: 7,869 shares; 2025Q2: 7,293 shares; 2025Q3: 7,228 shares; 2025Q4: 7,358 shares; 2026Q1: 7,223 shares; 2026Q2: 6,996 shares 6,996 $4.48M 1.43% -227 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: 6,642 shares; 2024Q4: 6,849 shares; 2025Q1: 7,165 shares; 2025Q2: 6,964 shares; 2025Q3: 7,668 shares; 2025Q4: 8,079 shares; 2026Q1: 8,325 shares; 2026Q2: 51,806 shares 51,806 $4.46M 1.42% +43,481 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: 6,854 shares; 2024Q4: 9,828 shares; 2025Q1: 9,484 shares; 2025Q2: 9,194 shares; 2025Q3: 9,195 shares; 2025Q4: 9,153 shares; 2026Q1: 8,877 shares; 2026Q2: 33,033 shares 33,033 $4.1M 1.31% +24,156 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: 57,174 shares; 2024Q4: 57,796 shares; 2025Q1: 57,577 shares; 2025Q2: 57,798 shares; 2025Q3: 57,626 shares; 2025Q4: 58,890 shares; 2026Q1: 58,775 shares; 2026Q2: 58,922 shares 58,922 $3.87M 1.23% +147 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,542 shares; 2026Q1: 56,538 shares; 2026Q2: 145,012 shares 145,012 $3.85M 1.23% +88,474 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: 33,094 shares; 2024Q4: 38,435 shares; 2025Q1: 44,528 shares; 2025Q2: 42,334 shares; 2025Q3: 43,030 shares; 2025Q4: 42,667 shares; 2026Q1: 39,985 shares; 2026Q2: 35,678 shares 35,678 $3.71M 1.18% -4,307 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: 5,130 shares; 2024Q4: 4,991 shares; 2025Q1: 4,912 shares; 2025Q2: 4,309 shares; 2025Q3: 4,077 shares; 2025Q4: 4,035 shares; 2026Q1: 3,738 shares; 2026Q2: 29,625 shares 29,625 $3.54M 1.13% +25,887 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: 42,404 shares; 2024Q4: 45,932 shares; 2025Q1: 34,426 shares; 2025Q2: 32,124 shares; 2025Q3: 30,492 shares; 2025Q4: 30,851 shares; 2026Q1: 33,344 shares; 2026Q2: 34,790 shares 34,790 $3.51M 1.12% +1,446 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,043 shares; 2025Q4: 4,008 shares; 2026Q1: 40,125 shares; 2026Q2: 43,555 shares 43,555 $3.36M 1.07% +3,430 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: 14,365 shares; 2024Q4: 14,502 shares; 2025Q1: 13,218 shares; 2025Q2: 12,688 shares; 2025Q3: 11,515 shares; 2025Q4: 11,430 shares; 2026Q1: 11,253 shares; 2026Q2: 11,299 shares 11,299 $3.27M 1.04% +46 Timeline DSTL 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: 30,519 shares; 2024Q4: 53,137 shares; 2025Q1: 70,026 shares; 2025Q2: 69,317 shares; 2025Q3: 68,185 shares; 2025Q4: 67,338 shares; 2026Q1: 65,123 shares; 2026Q2: 53,463 shares 53,463 $3.2M 1.02% -11,660 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: 3,116 shares; 2024Q4: 3,093 shares; 2025Q1: 2,979 shares; 2025Q2: 2,914 shares; 2025Q3: 3,921 shares; 2025Q4: 4,145 shares; 2026Q1: 4,288 shares; 2026Q2: 4,184 shares 4,184 $2.87M 0.92% -104 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,122 shares; 2025Q2: 15,162 shares; 2025Q3: 16,033 shares; 2025Q4: 16,049 shares; 2026Q1: 15,981 shares; 2026Q2: 16,422 shares 16,422 $2.68M 0.86% +441 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: 25,276 shares; 2024Q4: 93,065 shares; 2025Q1: 92,375 shares; 2025Q2: 91,881 shares; 2025Q3: 90,059 shares; 2025Q4: 88,983 shares; 2026Q1: 88,983 shares; 2026Q2: 83,222 shares 83,222 $2.64M 0.84% -5,761 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,335 shares; 2025Q1: 44,181 shares; 2025Q2: 60,645 shares; 2025Q3: 94,493 shares; 2025Q4: 112,739 shares; 2026Q1: 113,933 shares; 2026Q2: 104,816 shares 104,816 $2.61M 0.83% -9,117 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: 38,061 shares; 2024Q4: 49,932 shares; 2025Q1: 57,545 shares; 2025Q2: 58,292 shares; 2025Q3: 57,501 shares; 2025Q4: 56,711 shares; 2026Q1: 58,662 shares; 2026Q2: 60,154 shares 60,154 $2.6M 0.83% +1,492 Timeline VDC 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: 13,584 shares; 2024Q4: 13,797 shares; 2025Q1: 13,289 shares; 2025Q2: 14,125 shares; 2025Q3: 13,454 shares; 2025Q4: 12,594 shares; 2026Q1: 12,217 shares; 2026Q2: 11,454 shares 11,454 $2.58M 0.82% -763 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,711 shares; 2024Q4: 30,986 shares; 2025Q1: 35,315 shares; 2025Q2: 33,669 shares; 2025Q3: 36,758 shares; 2025Q4: 37,168 shares; 2026Q1: 36,204 shares; 2026Q2: 35,170 shares 35,170 $2.52M 0.8% -1,034 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,736 shares; 2025Q4: 22,773 shares; 2026Q1: 26,366 shares; 2026Q2: 32,385 shares 32,385 $2.51M 0.8% +6,019 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: 9,188 shares; 2024Q4: 9,113 shares; 2025Q1: 8,878 shares; 2025Q2: 8,410 shares; 2025Q3: 8,158 shares; 2025Q4: 7,998 shares; 2026Q1: 7,763 shares; 2026Q2: 7,314 shares 7,314 $2.51M 0.8% -449 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: 3,685 shares; 2024Q4: 4,566 shares; 2025Q1: 4,956 shares; 2025Q2: 5,367 shares; 2025Q3: 6,927 shares; 2025Q4: 7,180 shares; 2026Q1: 7,624 shares; 2026Q2: 31,134 shares 31,134 $2.51M 0.8% +23,510 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 reported; 2024Q4: 16,767 shares; 2025Q1: 16,767 shares; 2025Q2: 15,767 shares; 2025Q3: 15,767 shares; 2025Q4: 15,567 shares; 2026Q1: 15,567 shares; 2026Q2: 15,637 shares 15,637 $2.47M 0.79% +70 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,909 shares; 2024Q4: 100,526 shares; 2025Q1: 124,711 shares; 2025Q2: 129,069 shares; 2025Q3: 111,808 shares; 2025Q4: 101,798 shares; 2026Q1: 96,819 shares; 2026Q2: 103,280 shares 103,280 $2.38M 0.76% +6,461 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,656 shares; 2025Q4: 33,132 shares; 2026Q1: 39,910 shares; 2026Q2: 45,231 shares 45,231 $2.28M 0.73% +5,321 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: 6,369 shares; 2024Q4: 6,738 shares; 2025Q1: 6,538 shares; 2025Q2: 6,204 shares; 2025Q3: 6,575 shares; 2025Q4: 6,540 shares; 2026Q1: 6,563 shares; 2026Q2: 6,377 shares 6,377 $2.25M 0.72% -186 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,303 shares; 2025Q2: 7,858 shares; 2025Q3: 13,050 shares; 2025Q4: 18,952 shares; 2026Q1: 19,805 shares; 2026Q2: 18,455 shares 18,455 $2.14M 0.68% -1,350 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,820 shares; 2025Q2: 5,076 shares; 2025Q3: 9,829 shares; 2025Q4: 14,366 shares; 2026Q1: 14,842 shares; 2026Q2: 16,038 shares 16,038 $2.14M 0.68% +1,196 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,986 shares; 2024Q4: 10,732 shares; 2025Q1: 10,572 shares; 2025Q2: 10,572 shares; 2025Q3: 10,254 shares; 2025Q4: 10,415 shares; 2026Q1: 10,528 shares; 2026Q2: 10,378 shares 10,378 $2.08M 0.66% -150 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,520 shares; 2025Q1: 3,650 shares; 2025Q2: 4,017 shares; 2025Q3: 6,381 shares; 2025Q4: 8,958 shares; 2026Q1: 10,159 shares; 2026Q2: 12,154 shares 12,154 $2.01M 0.64% +1,995 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: 15,026 shares; 2024Q4: 14,729 shares; 2025Q1: 15,624 shares; 2025Q2: 16,225 shares; 2025Q3: 20,502 shares; 2025Q4: 22,771 shares; 2026Q1: 26,583 shares; 2026Q2: 28,789 shares 28,789 $2M 0.64% +2,206 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,914 shares; 2024Q4: 10,400 shares; 2025Q1: 10,404 shares; 2025Q2: 9,542 shares; 2025Q3: 9,693 shares; 2025Q4: 9,343 shares; 2026Q1: 9,194 shares; 2026Q2: 9,010 shares 9,010 $1.97M 0.63% -184 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: 5,254 shares; 2024Q4: 5,254 shares; 2025Q1: 5,254 shares; 2025Q2: 5,254 shares; 2025Q3: 7,654 shares; 2025Q4: 9,109 shares; 2026Q1: 9,598 shares; 2026Q2: 10,294 shares 10,294 $1.97M 0.63% +696 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: 22,434 shares; 2024Q4: 28,755 shares; 2025Q1: 28,873 shares; 2025Q2: 28,393 shares; 2025Q3: 28,793 shares; 2025Q4: 30,661 shares; 2026Q1: 31,267 shares; 2026Q2: 32,447 shares 32,447 $1.94M 0.62% +1,180 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,581 shares; 2024Q4: 5,622 shares; 2025Q1: 7,470 shares; 2025Q2: 7,069 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 6,970 shares; 2026Q2: 7,324 shares 7,324 $1.91M 0.61% +354 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,180 shares; 2024Q4: 18,183 shares; 2025Q1: 18,185 shares; 2025Q2: 17,207 shares; 2025Q3: 17,627 shares; 2025Q4: 18,153 shares; 2026Q1: 17,765 shares; 2026Q2: 17,067 shares 17,067 $1.87M 0.6% -698 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: 8,306 shares; 2024Q4: 8,458 shares; 2025Q1: 8,308 shares; 2025Q2: 8,309 shares; 2025Q3: 8,291 shares; 2025Q4: 8,192 shares; 2026Q1: 8,124 shares; 2026Q2: 8,158 shares 8,158 $1.85M 0.59% +34 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: 10,887 shares; 2024Q4: 10,589 shares; 2025Q1: 10,527 shares; 2025Q2: 10,436 shares; 2025Q3: 9,200 shares; 2025Q4: 17,906 shares; 2026Q1: 17,469 shares; 2026Q2: 15,626 shares 15,626 $1.83M 0.58% -1,843 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,628 shares; 2024Q4: 16,601 shares; 2025Q1: 17,289 shares; 2025Q2: 17,191 shares; 2025Q3: 16,840 shares; 2025Q4: 15,862 shares; 2026Q1: 14,138 shares; 2026Q2: 12,899 shares 12,899 $1.81M 0.58% -1,239 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: 5,272 shares; 2024Q4: 5,741 shares; 2025Q1: 5,716 shares; 2025Q2: 5,380 shares; 2025Q3: 5,479 shares; 2025Q4: 5,582 shares; 2026Q1: 5,268 shares; 2026Q2: 4,841 shares 4,841 $1.81M 0.58% -427 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,802 shares; 2025Q1: 1,763 shares; 2025Q2: 1,738 shares; 2025Q3: 1,663 shares; 2025Q4: 1,613 shares; 2026Q1: 1,589 shares; 2026Q2: 1,494 shares 1,494 $1.79M 0.57% -95 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,955 shares; 2024Q4: 28,961 shares; 2025Q1: 27,982 shares; 2025Q2: 26,438 shares; 2025Q3: 22,421 shares; 2025Q4: 20,823 shares; 2026Q1: 19,859 shares; 2026Q2: 16,856 shares 16,856 $1.7M 0.54% -3,003 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,152 shares; 2025Q3: 13,416 shares; 2025Q4: 16,862 shares; 2026Q1: 17,356 shares; 2026Q2: 18,124 shares 18,124 $1.69M 0.54% +768 Timeline CLOI 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: 7,617 shares; 2024Q4: 7,917 shares; 2025Q1: 10,758 shares; 2025Q2: 18,626 shares; 2025Q3: 24,888 shares; 2025Q4: 27,121 shares; 2026Q1: 26,975 shares; 2026Q2: 31,682 shares 31,682 $1.68M 0.53% +4,707 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: 18,227 shares; 2024Q4: 17,274 shares; 2025Q1: 16,199 shares; 2025Q2: 15,414 shares; 2025Q3: 16,381 shares; 2025Q4: 16,290 shares; 2026Q1: 14,970 shares; 2026Q2: 14,097 shares 14,097 $1.68M 0.53% -873 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 2,011 shares; 2025Q1: 2,470 shares; 2025Q2: 2,335 shares; 2025Q3: 2,375 shares; 2025Q4: 2,626 shares; 2026Q1: 2,700 shares; 2026Q2: 2,512 shares 2,512 $1.65M 0.52% -188 Timeline FIDU 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: 15,334 shares; 2024Q4: 15,035 shares; 2025Q1: 16,253 shares; 2025Q2: 16,547 shares; 2025Q3: 16,948 shares; 2025Q4: 16,648 shares; 2026Q1: 16,991 shares; 2026Q2: 16,142 shares 16,142 $1.61M 0.51% -849 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 reported; 2024Q4: 15,026 shares; 2025Q1: 15,026 shares; 2025Q2: 15,026 shares; 2025Q3: 15,026 shares; 2025Q4: 15,026 shares; 2026Q1: 15,026 shares; 2026Q2: 15,026 shares 15,026 $1.6M 0.51% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,698 shares; 2025Q3: 14,951 shares; 2025Q4: 15,584 shares; 2026Q1: 22,380 shares; 2026Q2: 23,960 shares 23,960 $1.6M 0.51% +1,580 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,749 shares; 2024Q4: 3,614 shares; 2025Q1: 3,538 shares; 2025Q2: 3,441 shares; 2025Q3: 3,277 shares; 2025Q4: 3,252 shares; 2026Q1: 3,136 shares; 2026Q2: 3,045 shares 3,045 $1.56M 0.5% -91 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,688 shares; 2024Q4: 45,520 shares; 2025Q1: 54,101 shares; 2025Q2: 57,205 shares; 2025Q3: 53,815 shares; 2025Q4: 48,649 shares; 2026Q1: 47,063 shares; 2026Q2: 29,654 shares 29,654 $1.5M 0.48% -17,409 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,552 shares; 2026Q1: 17,664 shares; 2026Q2: 30,128 shares 30,128 $1.46M 0.47% +12,464 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,285 shares; 2024Q4: 4,947 shares; 2025Q1: 4,398 shares; 2025Q2: 5,912 shares; 2025Q3: 6,620 shares; 2025Q4: 6,367 shares; 2026Q1: 7,538 shares; 2026Q2: 18,165 shares 18,165 $1.44M 0.46% +10,627 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: 9,404 shares; 2024Q4: 9,561 shares; 2025Q1: 9,465 shares; 2025Q2: 9,471 shares; 2025Q3: 9,661 shares; 2025Q4: 9,567 shares; 2026Q1: 9,323 shares; 2026Q2: 9,073 shares 9,073 $1.38M 0.44% -250 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: 4,040 shares; 2024Q4: 4,275 shares; 2025Q1: 3,830 shares; 2025Q2: 3,655 shares; 2025Q3: 3,663 shares; 2025Q4: 3,663 shares; 2026Q1: 3,663 shares; 2026Q2: 3,663 shares 3,663 $1.31M 0.42% 0 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 reported; 2024Q4: 5,304 shares; 2025Q1: 5,308 shares; 2025Q2: 5,312 shares; 2025Q3: 5,317 shares; 2025Q4: 5,321 shares; 2026Q1: 5,325 shares; 2026Q2: 5,328 shares 5,328 $1.29M 0.41% +3 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: 10,610 shares; 2024Q4: 10,280 shares; 2025Q1: 10,250 shares; 2025Q2: 9,650 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,002 shares; 2026Q2: 8,820 shares 8,820 $1.27M 0.41% -182 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,888 shares; 2024Q4: 7,156 shares; 2025Q1: 7,158 shares; 2025Q2: 6,927 shares; 2025Q3: 7,100 shares; 2025Q4: 7,035 shares; 2026Q1: 6,522 shares; 2026Q2: 6,375 shares 6,375 $1.21M 0.39% -147 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,374 shares; 2024Q4: 10,321 shares; 2025Q1: 9,513 shares; 2025Q2: 8,460 shares; 2025Q3: 6,350 shares; 2025Q4: 6,271 shares; 2026Q1: 6,685 shares; 2026Q2: 6,841 shares 6,841 $1.19M 0.38% +156 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 4,286 shares; 2025Q1: 4,396 shares; 2025Q2: 4,419 shares; 2025Q3: 4,412 shares; 2025Q4: 4,331 shares; 2026Q1: 4,364 shares; 2026Q2: 4,149 shares 4,149 $1.18M 0.38% -215 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 4,018 shares; 2025Q1: 3,775 shares; 2025Q2: 3,694 shares; 2025Q3: 3,514 shares; 2025Q4: 3,572 shares; 2026Q1: 3,281 shares; 2026Q2: 2,951 shares 2,951 $1.16M 0.37% -330 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,468 shares; 2026Q2: 11,772 shares 11,772 $1.16M 0.37% +5,304 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,812 shares; 2025Q1: 1,737 shares; 2025Q2: 1,724 shares; 2025Q3: 1,649 shares; 2025Q4: 1,614 shares; 2026Q1: 1,332 shares; 2026Q2: 1,232 shares 1,232 $1.15M 0.37% -100 Timeline FDRR 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: 19,125 shares; 2024Q4: 17,704 shares; 2025Q1: 17,630 shares; 2025Q2: 17,970 shares; 2025Q3: 18,445 shares; 2025Q4: 18,366 shares; 2026Q1: 17,694 shares; 2026Q2: 17,533 shares 17,533 $1.14M 0.36% -161 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: 3,093 shares; 2024Q4: 3,519 shares; 2025Q1: 3,809 shares; 2025Q2: 3,428 shares; 2025Q3: 2,964 shares; 2025Q4: 2,965 shares; 2026Q1: 3,022 shares; 2026Q2: 3,062 shares 3,062 $1.12M 0.36% +40 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,148 shares; 2024Q4: 8,152 shares; 2025Q1: 8,003 shares; 2025Q2: 7,500 shares; 2025Q3: 7,501 shares; 2025Q4: 7,273 shares; 2026Q1: 7,274 shares; 2026Q2: 7,275 shares 7,275 $1.12M 0.36% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,856 shares; 2025Q3: 2,769 shares; 2025Q4: 3,433 shares; 2026Q1: 3,902 shares; 2026Q2: 3,851 shares 3,851 $1.09M 0.35% -51 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,041 shares; 2025Q3: 7,849 shares; 2025Q4: 21,396 shares; 2026Q1: 23,186 shares; 2026Q2: 24,065 shares 24,065 $1.09M 0.35% +879 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: 6,093 shares; 2024Q4: 6,353 shares; 2025Q1: 8,615 shares; 2025Q2: 9,280 shares; 2025Q3: 9,283 shares; 2025Q4: 9,517 shares; 2026Q1: 9,526 shares; 2026Q2: 9,604 shares 9,604 $1.09M 0.35% +78 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: 36,064 shares; 2024Q4: 34,884 shares; 2025Q1: 35,689 shares; 2025Q2: 32,027 shares; 2025Q3: 30,846 shares; 2025Q4: 29,077 shares; 2026Q1: 26,422 shares; 2026Q2: 21,993 shares 21,993 $1.09M 0.35% -4,429 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: 12,338 shares; 2024Q4: 11,472 shares; 2025Q1: 11,223 shares; 2025Q2: 11,468 shares; 2025Q3: 12,153 shares; 2025Q4: 11,831 shares; 2026Q1: 12,645 shares; 2026Q2: 9,951 shares 9,951 $1.09M 0.35% -2,694 Timeline SMOT 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: 9,993 shares; 2024Q4: 16,416 shares; 2025Q1: 30,582 shares; 2025Q2: 28,648 shares; 2025Q3: 30,321 shares; 2025Q4: 32,174 shares; 2026Q1: 30,849 shares; 2026Q2: 27,841 shares 27,841 $1.08M 0.34% -3,008 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: 17,580 shares; 2024Q4: 17,587 shares; 2025Q1: 17,291 shares; 2025Q2: 17,297 shares; 2025Q3: 17,303 shares; 2025Q4: 16,104 shares; 2026Q1: 15,859 shares; 2026Q2: 14,709 shares 14,709 $1.07M 0.34% -1,150 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: 18,823 shares; 2024Q4: 17,566 shares; 2025Q1: 17,224 shares; 2025Q2: 15,280 shares; 2025Q3: 11,115 shares; 2025Q4: 8,325 shares; 2026Q1: 7,380 shares; 2026Q2: 6,645 shares 6,645 $1.05M 0.34% -735 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares; 2026Q2: 5,681 shares 5,681 $1.05M 0.33% +3,466 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: 16,726 shares; 2024Q4: 15,872 shares; 2025Q1: 15,923 shares; 2025Q2: 15,068 shares; 2025Q3: 14,669 shares; 2025Q4: 14,295 shares; 2026Q1: 12,928 shares; 2026Q2: 11,078 shares 11,078 $1.04M 0.33% -1,850 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,444 shares; 2025Q4: 21,471 shares; 2026Q1: 33,773 shares; 2026Q2: 33,933 shares 33,933 $1.03M 0.33% +160 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 6,605 shares; 2025Q2: 6,405 shares; 2025Q3: 5,860 shares; 2025Q4: 5,560 shares; 2026Q1: 5,460 shares; 2026Q2: 5,209 shares 5,209 $1.01M 0.32% -251 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,679 shares; 2025Q1: 3,639 shares; 2025Q2: 3,338 shares; 2025Q3: 2,870 shares; 2025Q4: 2,721 shares; 2026Q1: 2,677 shares; 2026Q2: 2,515 shares 2,515 $998K 0.32% -162 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,900 shares; 2025Q1: 3,545 shares; 2025Q2: 3,245 shares; 2025Q3: 3,095 shares; 2025Q4: 3,053 shares; 2026Q1: 2,934 shares; 2026Q2: 2,930 shares 2,930 $981K 0.31% -4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $974K 0.31% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 6,705 shares; 2025Q1: 6,560 shares; 2025Q2: 6,508 shares; 2025Q3: 6,241 shares; 2025Q4: 6,298 shares; 2026Q1: 6,379 shares; 2026Q2: 6,615 shares 6,615 $969K 0.31% +236 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,135 shares 17,135 $968K 0.31% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,841 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 3,781 shares; 2025Q3: 3,640 shares; 2025Q4: 3,508 shares; 2026Q1: 3,238 shares; 2026Q2: 3,213 shares 3,213 $934K 0.3% -25 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: 912 shares; 2024Q4: 887 shares; 2025Q1: 872 shares; 2025Q2: 773 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 836 shares; 2026Q2: 854 shares 854 $909K 0.29% +18 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,595 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $908K 0.29% 0 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: 5,458 shares; 2024Q4: 5,565 shares; 2025Q1: 5,590 shares; 2025Q2: 5,544 shares; 2025Q3: 5,501 shares; 2025Q4: 5,635 shares; 2026Q1: 5,356 shares; 2026Q2: 5,458 shares 5,458 $898K 0.29% +102 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,775 shares; 2024Q4: 86,861 shares; 2025Q1: 88,149 shares; 2025Q2: 90,494 shares; 2025Q3: 89,513 shares; 2025Q4: 88,715 shares; 2026Q1: 81,975 shares; 2026Q2: 46,997 shares 46,997 $871K 0.28% -34,978 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: 7,445 shares; 2024Q4: 8,830 shares; 2025Q1: 6,400 shares; 2025Q2: 5,583 shares; 2025Q3: 5,483 shares; 2025Q4: 5,305 shares; 2026Q1: 6,962 shares; 2026Q2: 8,503 shares 8,503 $870K 0.28% +1,541 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: 2,930 shares; 2024Q4: 2,904 shares; 2025Q1: 2,865 shares; 2025Q2: 3,135 shares; 2025Q3: 2,843 shares; 2025Q4: 2,937 shares; 2026Q1: 3,182 shares; 2026Q2: 3,896 shares 3,896 $849K 0.27% +714 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: 2,240 shares; 2024Q4: 1,925 shares; 2025Q1: 1,800 shares; 2025Q2: 1,500 shares; 2025Q3: 1,440 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,315 shares 1,315 $820K 0.26% -65 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,603 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 9,660 shares; 2025Q3: 8,194 shares; 2025Q4: 7,544 shares; 2026Q1: 7,344 shares; 2026Q2: 7,194 shares 7,194 $819K 0.26% -150 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: 2,218 shares; 2024Q4: 2,199 shares; 2025Q1: 2,366 shares; 2025Q2: 2,286 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,729 shares; 2026Q2: 2,664 shares 2,664 $807K 0.26% -65 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: 6,219 shares; 2024Q4: 6,487 shares; 2025Q1: 6,501 shares; 2025Q2: 6,516 shares; 2025Q3: 6,386 shares; 2025Q4: 6,007 shares; 2026Q1: 6,036 shares; 2026Q2: 5,873 shares 5,873 $803K 0.26% -163 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,552 shares; 2024Q4: 7,552 shares; 2025Q1: 7,352 shares; 2025Q2: 7,352 shares; 2025Q3: 7,352 shares; 2025Q4: 7,566 shares; 2026Q1: 7,166 shares; 2026Q2: 7,166 shares 7,166 $794K 0.25% 0 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: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,727 shares; 2025Q4: 1,697 shares; 2026Q1: 1,607 shares; 2026Q2: 8,592 shares 8,592 $755K 0.24% +6,985 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,136 shares; 2025Q1: 2,199 shares; 2025Q2: 2,202 shares; 2025Q3: 2,167 shares; 2025Q4: 2,146 shares; 2026Q1: 2,068 shares; 2026Q2: 2,044 shares 2,044 $721K 0.23% -24 Timeline FDIS 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: 8,887 shares; 2024Q4: 8,312 shares; 2025Q1: 8,412 shares; 2025Q2: 8,710 shares; 2025Q3: 8,219 shares; 2025Q4: 7,616 shares; 2026Q1: 7,415 shares; 2026Q2: 6,875 shares 6,875 $707K 0.23% -540 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: 1,980 shares; 2024Q4: 2,557 shares; 2025Q1: 2,558 shares; 2025Q2: 2,287 shares; 2025Q3: 2,323 shares; 2025Q4: 2,245 shares; 2026Q1: 2,145 shares; 2026Q2: 2,095 shares 2,095 $686K 0.22% -50 Timeline FDHY 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: 23,437 shares; 2024Q4: 21,931 shares; 2025Q1: 20,662 shares; 2025Q2: 19,419 shares; 2025Q3: 17,219 shares; 2025Q4: 16,082 shares; 2026Q1: 13,793 shares; 2026Q2: 13,431 shares 13,431 $659K 0.21% -362 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: 6,104 shares; 2024Q4: 6,107 shares; 2025Q1: 6,107 shares; 2025Q2: 3,985 shares; 2025Q3: 4,600 shares; 2025Q4: 5,916 shares; 2026Q1: 7,956 shares; 2026Q2: 7,219 shares 7,219 $649K 0.21% -737 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: 3,155 shares; 2024Q4: 4,105 shares; 2025Q1: 4,106 shares; 2025Q2: 3,066 shares; 2025Q3: 2,846 shares; 2025Q4: 2,797 shares; 2026Q1: 2,696 shares; 2026Q2: 2,596 shares 2,596 $631K 0.2% -100 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: 2,284 shares; 2024Q4: 2,645 shares; 2025Q1: 2,549 shares; 2025Q2: 2,408 shares; 2025Q3: 2,450 shares; 2025Q4: 2,451 shares; 2026Q1: 2,464 shares; 2026Q2: 2,465 shares 2,465 $626K 0.2% +1 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: 3,794 shares; 2024Q4: 3,795 shares; 2025Q1: 3,720 shares; 2025Q2: 3,696 shares; 2025Q3: 3,697 shares; 2025Q4: 3,698 shares; 2026Q1: 3,699 shares; 2026Q2: 3,699 shares 3,699 $616K 0.2% 0 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: 5,790 shares; 2024Q4: 6,250 shares; 2025Q1: 6,252 shares; 2025Q2: 5,650 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares; 2026Q1: 6,530 shares; 2026Q2: 6,330 shares 6,330 $611K 0.19% -200 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,709 shares 8,709 $588K 0.19% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 2,078 shares; 2026Q1: 2,555 shares; 2026Q2: 2,965 shares 2,965 $580K 0.18% +410 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,323 shares; 2024Q4: 5,080 shares; 2025Q1: 4,976 shares; 2025Q2: 3,869 shares; 2025Q3: 3,959 shares; 2025Q4: 3,960 shares; 2026Q1: 3,961 shares; 2026Q2: 3,862 shares 3,862 $566K 0.18% -99 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: 966 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,082 shares; 2025Q3: 1,012 shares; 2025Q4: 1,024 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $558K 0.18% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599 shares; 2024Q4: 2,914 shares; 2025Q1: 2,615 shares; 2025Q2: 2,514 shares; 2025Q3: 2,510 shares; 2025Q4: 2,659 shares; 2026Q1: 2,477 shares; 2026Q2: 2,522 shares 2,522 $558K 0.18% +45 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 reported; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,974 shares; 2026Q1: 3,974 shares; 2026Q2: 3,974 shares 3,974 $547K 0.17% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,691 shares 11,691 $535K 0.17% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,956 shares; 2025Q3: 3,253 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $495K 0.16% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,728 shares; 2026Q2: 3,718 shares 3,718 $471K 0.15% -10 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 1,834 shares; 2025Q3: 4,696 shares; 2025Q4: 8,032 shares; 2026Q1: 7,942 shares; 2026Q2: 3,570 shares 3,570 $470K 0.15% -4,372 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 3,723 shares; 2025Q3: 3,723 shares; 2025Q4: 3,657 shares; 2026Q1: 3,657 shares; 2026Q2: 3,357 shares 3,357 $452K 0.14% -300 Timeline FSTA 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: 11,988 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 10,955 shares; 2025Q4: 10,000 shares; 2026Q1: 9,200 shares; 2026Q2: 8,510 shares 8,510 $447K 0.14% -690 Timeline FTHF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,742 shares 8,742 $435K 0.14% new 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: 615 shares; 2024Q4: 1,430 shares; 2025Q1: 1,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares 1,263 $431K 0.14% 0 Timeline FDLO 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $427K 0.14% 0 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,998 shares 95,998 $422K 0.13% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $414K 0.13% 0 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,914 shares; 2024Q4: 7,864 shares; 2025Q1: 9,584 shares; 2025Q2: 9,334 shares; 2025Q3: 9,480 shares; 2025Q4: 10,388 shares; 2026Q1: 10,388 shares; 2026Q2: 10,458 shares 10,458 $411K 0.13% +70 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,990 shares; 2024Q4: 3,930 shares; 2025Q1: 3,782 shares; 2025Q2: 3,784 shares; 2025Q3: 3,004 shares; 2025Q4: 2,905 shares; 2026Q1: 2,714 shares; 2026Q2: 3,375 shares 3,375 $400K 0.13% +661 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,789 shares; 2024Q4: 12,399 shares; 2025Q1: 9,264 shares; 2025Q2: 9,264 shares; 2025Q3: 9,187 shares; 2025Q4: 9,311 shares; 2026Q1: 9,311 shares; 2026Q2: 9,311 shares 9,311 $399K 0.13% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 4,488 shares; 2025Q1: 4,315 shares; 2025Q2: 3,790 shares; 2025Q3: 3,590 shares; 2025Q4: 3,715 shares; 2026Q1: 3,399 shares; 2026Q2: 3,084 shares 3,084 $393K 0.13% -315 Timeline BILS 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: 6,800 shares; 2024Q4: 5,592 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 3,557 shares; 2025Q4: 4,070 shares; 2026Q1: 4,186 shares; 2026Q2: 3,810 shares 3,810 $379K 0.12% -376 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,160 shares; 2025Q1: 2,925 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares 2,805 $371K 0.12% 0 Timeline NEAR 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: 14,189 shares; 2024Q4: 11,994 shares; 2025Q1: 12,172 shares; 2025Q2: 11,916 shares; 2025Q3: 9,616 shares; 2025Q4: 10,369 shares; 2026Q1: 9,134 shares; 2026Q2: 7,240 shares 7,240 $367K 0.12% -1,894 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,403 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $360K 0.11% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,051 shares 14,051 $357K 0.11% new 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: 11,800 shares; 2024Q4: 8,229 shares; 2025Q1: 8,743 shares; 2025Q2: 7,935 shares; 2025Q3: 7,667 shares; 2025Q4: 7,476 shares; 2026Q1: 6,671 shares; 2026Q2: 5,975 shares 5,975 $352K 0.11% -696 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: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 7,700 shares; 2026Q1: 7,493 shares; 2026Q2: 7,243 shares 7,243 $349K 0.11% -250 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: 730 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $340K 0.11% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,188 shares 1,188 $334K 0.11% +19 Timeline HYS 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: 3,710 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,710 shares; 2025Q4: 3,420 shares; 2026Q1: 3,035 shares; 2026Q2: 3,163 shares 3,163 $296K 0.09% +128 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,483 shares; 2024Q4: 17,986 shares; 2025Q1: 16,389 shares; 2025Q2: 16,392 shares; 2025Q3: 15,320 shares; 2025Q4: 13,498 shares; 2026Q1: 12,477 shares; 2026Q2: 9,730 shares 9,730 $292K 0.09% -2,747 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,217 shares; 2026Q2: 5,548 shares 5,548 $291K 0.09% +331 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 592 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 4,790 shares; 2026Q1: 4,340 shares; 2026Q2: 3,990 shares 3,990 $285K 0.09% -350 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,685 shares; 2024Q4: 27,749 shares; 2025Q1: 27,815 shares; 2025Q2: 27,881 shares; 2025Q3: 27,946 shares; 2025Q4: 28,009 shares; 2026Q1: 28,074 shares; 2026Q2: 28,138 shares 28,138 $276K 0.09% +64 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: 6,120 shares; 2024Q4: 6,120 shares; 2025Q1: 6,474 shares; 2025Q2: 5,270 shares; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares; 2026Q1: 4,669 shares; 2026Q2: 4,669 shares 4,669 $275K 0.09% 0 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,282 shares; 2025Q2: 10,650 shares; 2025Q3: 12,660 shares; 2025Q4: 12,677 shares; 2026Q1: 12,684 shares; 2026Q2: 12,014 shares 12,014 $273K 0.09% -670 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 737 shares 737 $273K 0.09% -70 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $267K 0.09% new 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: 6,810 shares; 2024Q4: 6,485 shares; 2025Q1: 6,285 shares; 2025Q2: 6,085 shares; 2025Q3: 4,155 shares; 2025Q4: 3,295 shares; 2026Q1: 3,295 shares; 2026Q2: 2,695 shares 2,695 $265K 0.08% -600 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: 5,887 shares; 2024Q4: 7,839 shares; 2025Q1: 6,374 shares; 2025Q2: 7,375 shares; 2025Q3: 8,930 shares; 2025Q4: 7,651 shares; 2026Q1: 8,379 shares; 2026Q2: 6,380 shares 6,380 $257K 0.08% -1,999 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares; 2025Q4: 2,741 shares; 2026Q1: 2,741 shares; 2026Q2: 2,741 shares 2,741 $253K 0.08% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,142 shares; 2026Q2: 4,880 shares 4,880 $247K 0.08% -262 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,691 shares 4,691 $241K 0.08% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,343 shares; 2024Q4: 3,436 shares; 2025Q1: 2,984 shares; 2025Q2: 2,189 shares; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: not reported; 2026Q2: 1,737 shares 1,737 $237K 0.08% new 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: 1,504 shares; 2024Q4: 1,905 shares; 2025Q1: 1,705 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: not reported; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $236K 0.08% 0 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: 31,001 shares; 2024Q4: 31,343 shares; 2025Q1: 31,644 shares; 2025Q2: 30,475 shares; 2025Q3: 32,848 shares; 2025Q4: 34,720 shares; 2026Q1: 3,972 shares; 2026Q2: 3,191 shares 3,191 $234K 0.07% -781 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $234K 0.07% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,172 shares 2,172 $232K 0.07% new Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,115 shares; 2024Q4: 6,450 shares; 2025Q1: not reported; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $231K 0.07% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,198 shares 6,198 $227K 0.07% new Timeline FXG 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: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,660 shares; 2025Q2: 5,660 shares; 2025Q3: 5,275 shares; 2025Q4: 4,425 shares; 2026Q1: 3,750 shares; 2026Q2: 3,600 shares 3,600 $225K 0.07% -150 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,891 shares; 2024Q4: 5,226 shares; 2025Q1: 3,152 shares; 2025Q2: 2,942 shares; 2025Q3: 2,418 shares; 2025Q4: 2,104 shares; 2026Q1: 2,105 shares; 2026Q2: 1,249 shares 1,249 $224K 0.07% -856 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares; 2026Q2: 3,652 shares 3,652 $222K 0.07% 0 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 826 shares; 2025Q2: 858 shares; 2025Q3: 831 shares; 2025Q4: 809 shares; 2026Q1: 817 shares; 2026Q2: 819 shares 819 $222K 0.07% +2 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: 2,300 shares; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,300 shares; 2026Q1: 2,313 shares; 2026Q2: 2,300 shares 2,300 $220K 0.07% -13 Timeline BUFX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,982 shares; 2026Q2: 9,879 shares 9,879 $219K 0.07% -103 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,745 shares; 2024Q4: 4,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,960 shares; 2025Q4: 3,960 shares; 2026Q1: 3,960 shares; 2026Q2: 3,890 shares 3,890 $219K 0.07% -70 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,719 shares; 2026Q2: 3,657 shares 3,657 $218K 0.07% -62 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,211 shares 10,211 $215K 0.07% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,400 shares 3,400 $212K 0.07% -300 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,520 shares 2,520 $211K 0.07% new Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 2,650 shares; 2026Q1: not reported; 2026Q2: 2,350 shares 2,350 $206K 0.07% new Timeline EMDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,652 shares 4,652 $201K 0.06% new Timeline