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: 52,979 shares; 2024Q4: 60,489 shares; 2025Q1: 62,334 shares; 2025Q2: 61,920 shares; 2025Q3: 64,881 shares; 2025Q4: 1,710 shares; 2026Q1: 70,622 shares; 2026Q2: 69,265 shares 69,265 $16.4M 4.88% -1,357 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: 346,493 shares; 2024Q4: 458,514 shares; 2025Q1: 480,258 shares; 2025Q2: 512,998 shares; 2025Q3: 530,257 shares; 2025Q4: not reported; 2026Q1: 543,234 shares; 2026Q2: 528,739 shares 528,739 $13.5M 4.02% -14,495 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: 221,304 shares; 2024Q4: 266,741 shares; 2025Q1: 276,315 shares; 2025Q2: 293,952 shares; 2025Q3: 301,777 shares; 2025Q4: not reported; 2026Q1: 286,399 shares; 2026Q2: 238,317 shares 238,317 $11.8M 3.5% -48,082 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: 38,797 shares; 2024Q4: 41,172 shares; 2025Q1: 40,862 shares; 2025Q2: 36,813 shares; 2025Q3: 30,654 shares; 2025Q4: 1,831 shares; 2026Q1: 30,926 shares; 2026Q2: 31,553 shares 31,553 $11.7M 3.47% +627 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: 14,883 shares; 2024Q4: 32,088 shares; 2025Q1: 34,095 shares; 2025Q2: 38,411 shares; 2025Q3: 47,777 shares; 2025Q4: 6,020 shares; 2026Q1: 85,415 shares; 2026Q2: 113,876 shares 113,876 $11.3M 3.36% +28,461 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: 6,248 shares; 2024Q4: 5,625 shares; 2025Q1: 23,436 shares; 2025Q2: 47,756 shares; 2025Q3: 85,084 shares; 2025Q4: not reported; 2026Q1: 143,547 shares; 2026Q2: 168,403 shares 168,403 $8.49M 2.53% +24,856 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: 37,931 shares; 2024Q4: 52,903 shares; 2025Q1: 52,332 shares; 2025Q2: 38,903 shares; 2025Q3: 31,533 shares; 2025Q4: 13,116 shares; 2026Q1: 39,950 shares; 2026Q2: 29,196 shares 29,196 $8.45M 2.51% -10,754 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: 23,477 shares; 2024Q4: 21,888 shares; 2025Q1: 22,308 shares; 2025Q2: 20,984 shares; 2025Q3: 19,959 shares; 2025Q4: 570 shares; 2026Q1: 19,456 shares; 2026Q2: 19,384 shares 19,384 $8.15M 2.43% -72 Timeline THYF 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: 7,378 shares; 2024Q4: 69,481 shares; 2025Q1: 79,401 shares; 2025Q2: 80,487 shares; 2025Q3: 94,480 shares; 2025Q4: not reported; 2026Q1: 124,071 shares; 2026Q2: 153,029 shares 153,029 $7.91M 2.35% +28,958 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,597 shares; 2026Q2: 161,657 shares 161,657 $7.75M 2.31% +82,060 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,235 shares; 2024Q4: 228,222 shares; 2025Q1: 226,427 shares; 2025Q2: 212,462 shares; 2025Q3: 284,781 shares; 2025Q4: 9,889 shares; 2026Q1: 302,668 shares; 2026Q2: 240,370 shares 240,370 $6.96M 2.07% -62,298 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: 47,815 shares; 2024Q4: 53,774 shares; 2025Q1: 52,935 shares; 2025Q2: 55,414 shares; 2025Q3: 61,439 shares; 2025Q4: not reported; 2026Q1: 64,126 shares; 2026Q2: 65,427 shares 65,427 $4.93M 1.47% +1,301 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: 16,513 shares; 2024Q4: 17,607 shares; 2025Q1: 19,346 shares; 2025Q2: 19,879 shares; 2025Q3: 19,326 shares; 2025Q4: 2,339 shares; 2026Q1: 21,636 shares; 2026Q2: 20,972 shares 20,972 $4.6M 1.37% -664 Timeline HELO 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: 19,574 shares; 2024Q4: 34,045 shares; 2025Q1: 41,468 shares; 2025Q2: 55,483 shares; 2025Q3: 72,039 shares; 2025Q4: not reported; 2026Q1: 80,422 shares; 2026Q2: 67,949 shares 67,949 $4.52M 1.34% -12,473 Timeline GARP 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: 14,341 shares; 2026Q2: 51,118 shares 51,118 $4.33M 1.29% +36,777 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: 15,807 shares; 2024Q4: 13,657 shares; 2025Q1: 13,548 shares; 2025Q2: 12,285 shares; 2025Q3: 8,353 shares; 2025Q4: not reported; 2026Q1: 8,578 shares; 2026Q2: 48,568 shares 48,568 $4.18M 1.24% +39,990 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: 37,862 shares; 2024Q4: 198,169 shares; 2025Q1: 203,201 shares; 2025Q2: 119,562 shares; 2025Q3: 121,023 shares; 2025Q4: 66,568 shares; 2026Q1: 182,475 shares; 2026Q2: 122,864 shares 122,864 $3.9M 1.16% -59,611 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,401 shares; 2024Q4: 33,644 shares; 2025Q1: 32,003 shares; 2025Q2: 29,122 shares; 2025Q3: 24,968 shares; 2025Q4: 6,237 shares; 2026Q1: 21,469 shares; 2026Q2: 15,922 shares 15,922 $3.79M 1.13% -5,547 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: 3,409 shares; 2024Q4: 3,409 shares; 2025Q1: 3,497 shares; 2025Q2: 3,049 shares; 2025Q3: 2,949 shares; 2025Q4: not reported; 2026Q1: 3,039 shares; 2026Q2: 3,265 shares 3,265 $3.77M 1.12% +226 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,447 shares; 2024Q4: 93,440 shares; 2025Q1: 97,733 shares; 2025Q2: 105,671 shares; 2025Q3: 113,905 shares; 2025Q4: not reported; 2026Q1: 114,084 shares; 2026Q2: 86,660 shares 86,660 $3.49M 1.04% -27,424 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: 8,579 shares; 2024Q4: 15,548 shares; 2025Q1: 13,927 shares; 2025Q2: 4,893 shares; 2025Q3: 4,439 shares; 2025Q4: 4,989 shares; 2026Q1: 8,864 shares; 2026Q2: 4,605 shares 4,605 $3.47M 1.03% -4,259 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: 63,668 shares; 2024Q4: 132,859 shares; 2025Q1: 134,442 shares; 2025Q2: 126,866 shares; 2025Q3: 125,153 shares; 2025Q4: not reported; 2026Q1: 129,349 shares; 2026Q2: 126,147 shares 126,147 $3.46M 1.03% -3,202 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: 27,958 shares; 2024Q4: 54,726 shares; 2025Q1: 49,880 shares; 2025Q2: 20,589 shares; 2025Q3: 14,963 shares; 2025Q4: 5,577 shares; 2026Q1: 21,129 shares; 2026Q2: 16,681 shares 16,681 $3.34M 0.99% -4,448 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: 167,420 shares; 2024Q4: 163,190 shares; 2025Q1: 210,485 shares; 2025Q2: 162,955 shares; 2025Q3: 117,498 shares; 2025Q4: not reported; 2026Q1: 123,059 shares; 2026Q2: 40,034 shares 40,034 $3.25M 0.97% -83,025 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,933 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,060 shares 33,060 $3M 0.89% new 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: 30,496 shares; 2024Q4: 35,862 shares; 2025Q1: 47,015 shares; 2025Q2: 46,846 shares; 2025Q3: 34,720 shares; 2025Q4: 5,621 shares; 2026Q1: 40,812 shares; 2026Q2: 28,865 shares 28,865 $2.9M 0.86% -11,947 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: not reported; 2024Q4: 10,778 shares; 2025Q1: 4,106 shares; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: not reported; 2026Q1: 56,357 shares; 2026Q2: 57,473 shares 57,473 $2.9M 0.86% +1,116 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: 3,574 shares; 2024Q4: 10,766 shares; 2025Q1: 12,682 shares; 2025Q2: 4,058 shares; 2025Q3: 2,790 shares; 2025Q4: 9,610 shares; 2026Q1: 13,722 shares; 2026Q2: 3,844 shares 3,844 $2.8M 0.83% -9,878 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: 183,797 shares; 2024Q4: 226,653 shares; 2025Q1: 189,748 shares; 2025Q2: 60,731 shares; 2025Q3: 39,918 shares; 2025Q4: not reported; 2026Q1: 42,878 shares; 2026Q2: 38,939 shares 38,939 $2.77M 0.83% -3,939 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,294 shares 54,294 $2.76M 0.82% new 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: 7,318 shares; 2024Q4: 8,615 shares; 2025Q1: 8,586 shares; 2025Q2: 7,930 shares; 2025Q3: 7,492 shares; 2025Q4: not reported; 2026Q1: 7,297 shares; 2026Q2: 7,690 shares 7,690 $2.75M 0.82% +393 Timeline FALN 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: 44,195 shares; 2025Q1: 44,203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,672 shares; 2026Q2: 99,345 shares 99,345 $2.71M 0.8% +96,673 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,817 shares; 2024Q4: 80,190 shares; 2025Q1: 80,194 shares; 2025Q2: 77,830 shares; 2025Q3: 77,834 shares; 2025Q4: not reported; 2026Q1: 79,202 shares; 2026Q2: 77,834 shares 77,834 $2.69M 0.8% -1,368 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: 16,331 shares; 2024Q4: 84,500 shares; 2025Q1: 83,295 shares; 2025Q2: 5,161 shares; 2025Q3: 29,983 shares; 2025Q4: 35,418 shares; 2026Q1: 32,743 shares; 2026Q2: 30,439 shares 30,439 $2.67M 0.8% -2,304 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,501 shares; 2024Q4: 110,281 shares; 2025Q1: 116,048 shares; 2025Q2: 71,225 shares; 2025Q3: 71,208 shares; 2025Q4: not reported; 2026Q1: 72,818 shares; 2026Q2: 71,066 shares 71,066 $2.57M 0.76% -1,752 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: 40,085 shares; 2024Q4: 73,946 shares; 2025Q1: 82,316 shares; 2025Q2: 10,180 shares; 2025Q3: 10,507 shares; 2025Q4: not reported; 2026Q1: 12,129 shares; 2026Q2: 12,033 shares 12,033 $2.56M 0.76% -96 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: 9,876 shares; 2024Q4: 9,868 shares; 2025Q1: 9,206 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: not reported; 2026Q1: 7,228 shares; 2026Q2: 7,240 shares 7,240 $2.49M 0.74% +12 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,637 shares; 2026Q2: 141,566 shares 141,566 $2.46M 0.73% +130,929 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: 14,773 shares; 2024Q4: 17,310 shares; 2025Q1: 19,253 shares; 2025Q2: 19,551 shares; 2025Q3: 33,616 shares; 2025Q4: not reported; 2026Q1: 36,918 shares; 2026Q2: 40,184 shares 40,184 $2.39M 0.71% +3,266 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 reported; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,971 shares; 2025Q4: not reported; 2026Q1: 2,941 shares; 2026Q2: 3,521 shares 3,521 $2.31M 0.69% +580 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,002 shares; 2026Q2: 37,455 shares 37,455 $2.24M 0.67% +21,453 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,735 shares; 2025Q4: not reported; 2026Q1: 34,519 shares; 2026Q2: 37,113 shares 37,113 $2.24M 0.67% +2,594 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: 6,169 shares; 2024Q4: 7,986 shares; 2025Q1: 8,685 shares; 2025Q2: 6,222 shares; 2025Q3: 5,763 shares; 2025Q4: 674 shares; 2026Q1: 6,594 shares; 2026Q2: 6,309 shares 6,309 $2.23M 0.66% -285 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,829 shares; 2025Q4: not reported; 2026Q1: 20,708 shares; 2026Q2: 21,901 shares 21,901 $2.23M 0.66% +1,193 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,793 shares; 2024Q4: 19,568 shares; 2025Q1: 18,832 shares; 2025Q2: 17,380 shares; 2025Q3: 18,419 shares; 2025Q4: not reported; 2026Q1: 37,124 shares; 2026Q2: 36,242 shares 36,242 $2.23M 0.66% -882 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,316 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,995 shares 50,995 $2.14M 0.64% 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: 19,356 shares; 2024Q4: 26,435 shares; 2025Q1: 27,194 shares; 2025Q2: 20,228 shares; 2025Q3: 19,039 shares; 2025Q4: 6,922 shares; 2026Q1: 24,400 shares; 2026Q2: 18,367 shares 18,367 $2.08M 0.62% -6,033 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: 16,267 shares; 2024Q4: 68,026 shares; 2025Q1: 42,662 shares; 2025Q2: 63,572 shares; 2025Q3: 64,812 shares; 2025Q4: 18,227 shares; 2026Q1: 39,356 shares; 2026Q2: 20,810 shares 20,810 $2.06M 0.61% -18,546 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 reported; 2024Q4: 22,285 shares; 2025Q1: 19,155 shares; 2025Q2: 359,245 shares; 2025Q3: 402,713 shares; 2025Q4: not reported; 2026Q1: 38,148 shares; 2026Q2: 39,450 shares 39,450 $2.04M 0.61% +1,302 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: 15,993 shares; 2024Q4: 22,484 shares; 2025Q1: 24,553 shares; 2025Q2: 1,845 shares; 2025Q3: 1,491 shares; 2025Q4: 802 shares; 2026Q1: 3,447 shares; 2026Q2: 2,706 shares 2,706 $1.94M 0.58% -741 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,364 shares; 2024Q4: 11,364 shares; 2025Q1: 12,312 shares; 2025Q2: 18,797 shares; 2025Q3: 27,099 shares; 2025Q4: not reported; 2026Q1: 102,748 shares; 2026Q2: 148,618 shares 148,618 $1.88M 0.56% +45,870 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: 9,703 shares; 2024Q4: 22,185 shares; 2025Q1: 31,468 shares; 2025Q2: 29,004 shares; 2025Q3: 30,271 shares; 2025Q4: 61,266 shares; 2026Q1: 120,317 shares; 2026Q2: 51,018 shares 51,018 $1.86M 0.55% -69,299 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,423 shares; 2026Q2: 151,511 shares 151,511 $1.86M 0.55% +7,088 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: 15,963 shares; 2024Q4: 30,476 shares; 2025Q1: 30,487 shares; 2025Q2: 20,328 shares; 2025Q3: 19,205 shares; 2025Q4: 8,127 shares; 2026Q1: 20,741 shares; 2026Q2: 13,030 shares 13,030 $1.78M 0.53% -7,711 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: 4,642 shares; 2024Q4: 6,683 shares; 2025Q1: 7,018 shares; 2025Q2: 5,347 shares; 2025Q3: 4,975 shares; 2025Q4: 2,419 shares; 2026Q1: 6,168 shares; 2026Q2: 4,432 shares 4,432 $1.65M 0.49% -1,736 Timeline JHMM 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: 17,821 shares; 2024Q4: 19,137 shares; 2025Q1: 19,845 shares; 2025Q2: 20,165 shares; 2025Q3: 20,469 shares; 2025Q4: not reported; 2026Q1: 20,920 shares; 2026Q2: 20,837 shares 20,837 $1.56M 0.46% -83 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,015 shares; 2026Q2: 38,519 shares 38,519 $1.55M 0.46% +1,504 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: 8,320 shares; 2024Q4: 10,322 shares; 2025Q1: 11,766 shares; 2025Q2: 12,572 shares; 2025Q3: 13,002 shares; 2025Q4: not reported; 2026Q1: 13,524 shares; 2026Q2: 13,599 shares 13,599 $1.55M 0.46% +75 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,780 shares 16,780 $1.51M 0.45% new 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: 24,260 shares; 2024Q4: 27,727 shares; 2025Q1: 31,122 shares; 2025Q2: 31,077 shares; 2025Q3: 31,747 shares; 2025Q4: not reported; 2026Q1: 33,386 shares; 2026Q2: 31,142 shares 31,142 $1.5M 0.45% -2,244 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: 5,064 shares; 2024Q4: 5,441 shares; 2025Q1: 5,179 shares; 2025Q2: 3,966 shares; 2025Q3: 3,871 shares; 2025Q4: not reported; 2026Q1: 7,988 shares; 2026Q2: 7,654 shares 7,654 $1.46M 0.43% -334 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,550 shares; 2025Q3: 8,750 shares; 2025Q4: not reported; 2026Q1: 12,256 shares; 2026Q2: 25,413 shares 25,413 $1.44M 0.43% +13,157 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: 1,269 shares; 2024Q4: 9,156 shares; 2025Q1: 7,078 shares; 2025Q2: 2,383 shares; 2025Q3: 2,201 shares; 2025Q4: 4,558 shares; 2026Q1: 6,892 shares; 2026Q2: 4,853 shares 4,853 $1.41M 0.42% -2,039 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,022 shares; 2024Q4: 13,066 shares; 2025Q1: 13,796 shares; 2025Q2: 13,623 shares; 2025Q3: 12,609 shares; 2025Q4: not reported; 2026Q1: 13,437 shares; 2026Q2: 14,491 shares 14,491 $1.37M 0.41% +1,054 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: 6,044 shares; 2024Q4: 25,549 shares; 2025Q1: 25,734 shares; 2025Q2: 46,077 shares; 2025Q3: 29,451 shares; 2025Q4: not reported; 2026Q1: 41,601 shares; 2026Q2: 39,424 shares 39,424 $1.33M 0.4% -2,177 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,065 shares; 2025Q4: not reported; 2026Q1: 5,600 shares; 2026Q2: 5,167 shares 5,167 $1.3M 0.39% -433 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: 2,765 shares; 2024Q4: 3,404 shares; 2025Q1: 4,119 shares; 2025Q2: 4,348 shares; 2025Q3: 4,367 shares; 2025Q4: not reported; 2026Q1: 3,396 shares; 2026Q2: 5,898 shares 5,898 $1.29M 0.38% +2,502 Timeline SDIV 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: 53,054 shares; 2024Q4: 54,226 shares; 2025Q1: 53,567 shares; 2025Q2: 52,265 shares; 2025Q3: 51,796 shares; 2025Q4: not reported; 2026Q1: 52,981 shares; 2026Q2: 51,707 shares 51,707 $1.26M 0.37% -1,274 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,330 shares; 2026Q1: 96,587 shares; 2026Q2: 18,339 shares 18,339 $1.25M 0.37% -78,248 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,433 shares; 2024Q4: 9,985 shares; 2025Q1: 10,084 shares; 2025Q2: 5,358 shares; 2025Q3: 3,931 shares; 2025Q4: 1,080 shares; 2026Q1: 5,168 shares; 2026Q2: 4,090 shares 4,090 $1.24M 0.37% -1,078 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,621 shares; 2026Q1: 68,172 shares; 2026Q2: 11,882 shares 11,882 $1.19M 0.35% -56,290 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: 5,848 shares; 2024Q4: 5,346 shares; 2025Q1: 5,710 shares; 2025Q2: 4,579 shares; 2025Q3: 1,562 shares; 2025Q4: 1,069 shares; 2026Q1: 2,191 shares; 2026Q2: 1,472 shares 1,472 $1.1M 0.33% -719 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: 4,986 shares; 2024Q4: 5,940 shares; 2025Q1: 5,931 shares; 2025Q2: 4,939 shares; 2025Q3: 4,927 shares; 2025Q4: 961 shares; 2026Q1: 5,683 shares; 2026Q2: 4,713 shares 4,713 $1.04M 0.31% -970 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: 5,884 shares; 2024Q4: 6,175 shares; 2025Q1: 6,099 shares; 2025Q2: 5,752 shares; 2025Q3: 5,601 shares; 2025Q4: not reported; 2026Q1: 6,682 shares; 2026Q2: 7,043 shares 7,043 $1.03M 0.31% +361 Timeline SCHP 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: 8,586 shares; 2024Q4: 17,620 shares; 2025Q1: 23,087 shares; 2025Q2: 31,284 shares; 2025Q3: 31,293 shares; 2025Q4: not reported; 2026Q1: 39,057 shares; 2026Q2: 38,288 shares 38,288 $1.01M 0.3% -769 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,349 shares; 2024Q4: 15,072 shares; 2025Q1: 15,458 shares; 2025Q2: 15,408 shares; 2025Q3: 15,392 shares; 2025Q4: not reported; 2026Q1: 15,482 shares; 2026Q2: 15,496 shares 15,496 $1.01M 0.3% +14 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: 7,220 shares; 2024Q4: 33,501 shares; 2025Q1: 8,878 shares; 2025Q2: 851,088 shares; 2025Q3: 875,270 shares; 2025Q4: 6,696 shares; 2026Q1: 15,203 shares; 2026Q2: 8,466 shares 8,466 $1.01M 0.3% -6,737 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 5,120 shares; 2025Q2: 2,526 shares; 2025Q3: 3,198 shares; 2025Q4: 3,809 shares; 2026Q1: 8,699 shares; 2026Q2: 5,058 shares 5,058 $970K 0.29% -3,641 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 3,743 shares; 2025Q1: 9,375 shares; 2025Q2: 3,391 shares; 2025Q3: 3,562 shares; 2025Q4: not reported; 2026Q1: 3,728 shares; 2026Q2: 3,389 shares 3,389 $953K 0.28% -339 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,067 shares; 2024Q4: 3,287 shares; 2025Q1: 2,657 shares; 2025Q2: 5,493 shares; 2025Q3: 5,453 shares; 2025Q4: not reported; 2026Q1: 9,887 shares; 2026Q2: 8,705 shares 8,705 $919K 0.27% -1,182 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: 30,109 shares; 2024Q4: 48,622 shares; 2025Q1: 45,899 shares; 2025Q2: 31,109 shares; 2025Q3: 11,849 shares; 2025Q4: not reported; 2026Q1: 13,939 shares; 2026Q2: 12,500 shares 12,500 $918K 0.27% -1,439 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,059 shares; 2024Q4: 39,527 shares; 2025Q1: 53,828 shares; 2025Q2: 11,488 shares; 2025Q3: 11,387 shares; 2025Q4: 42,306 shares; 2026Q1: 52,038 shares; 2026Q2: 7,673 shares 7,673 $898K 0.27% -44,365 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 5,894 shares; 2025Q2: 6,732 shares; 2025Q3: 4,117 shares; 2025Q4: not reported; 2026Q1: 10,971 shares; 2026Q2: 20,550 shares 20,550 $887K 0.26% +9,579 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: 22,150 shares; 2024Q4: 58,049 shares; 2025Q1: 79,136 shares; 2025Q2: 26,083 shares; 2025Q3: 20,037 shares; 2025Q4: 46,763 shares; 2026Q1: 59,016 shares; 2026Q2: 11,688 shares 11,688 $886K 0.26% -47,328 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,629 shares; 2025Q4: not reported; 2026Q1: 9,237 shares; 2026Q2: 5,253 shares 5,253 $869K 0.26% -3,984 Timeline PSK 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: 28,210 shares; 2026Q2: 28,368 shares 28,368 $866K 0.26% +158 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: 4,308 shares; 2024Q4: 6,186 shares; 2025Q1: 5,917 shares; 2025Q2: 4,957 shares; 2025Q3: 4,500 shares; 2025Q4: not reported; 2026Q1: 5,567 shares; 2026Q2: 4,671 shares 4,671 $865K 0.26% -896 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: 28,310 shares; 2024Q4: 22,628 shares; 2025Q1: 22,787 shares; 2025Q2: 21,429 shares; 2025Q3: 21,143 shares; 2025Q4: not reported; 2026Q1: 15,049 shares; 2026Q2: 15,154 shares 15,154 $856K 0.25% +105 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,096 shares; 2024Q4: 11,274 shares; 2025Q1: 10,743 shares; 2025Q2: 10,743 shares; 2025Q3: 10,103 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,129 shares 16,129 $831K 0.25% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 9,427 shares; 2025Q1: 9,674 shares; 2025Q2: 3,149 shares; 2025Q3: 3,178 shares; 2025Q4: 7,140 shares; 2026Q1: 6,663 shares; 2026Q2: 2,251 shares 2,251 $829K 0.25% -4,412 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: 12,451 shares; 2024Q4: 10,349 shares; 2025Q1: 11,302 shares; 2025Q2: 12,855 shares; 2025Q3: 12,917 shares; 2025Q4: not reported; 2026Q1: 8,819 shares; 2026Q2: 8,108 shares 8,108 $829K 0.25% -711 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: 13,805 shares; 2024Q4: 44,843 shares; 2025Q1: 44,625 shares; 2025Q2: 7,565 shares; 2025Q3: 7,545 shares; 2025Q4: not reported; 2026Q1: 11,142 shares; 2026Q2: 9,308 shares 9,308 $809K 0.24% -1,834 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 reported; 2024Q4: 17,780 shares; 2025Q1: 21,045 shares; 2025Q2: 16,473 shares; 2025Q3: 17,015 shares; 2025Q4: not reported; 2026Q1: 22,603 shares; 2026Q2: 18,148 shares 18,148 $783K 0.23% -4,455 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: not reported; 2026Q1: 1,846 shares; 2026Q2: 6,656 shares 6,656 $779K 0.23% +4,810 Timeline MNBD ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,330 shares; 2025Q1: 24,325 shares; 2025Q2: 24,937 shares; 2025Q3: 27,028 shares; 2025Q4: not reported; 2026Q1: 28,627 shares; 2026Q2: 29,110 shares 29,110 $758K 0.23% +483 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,494 shares 12,494 $753K 0.22% 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: 9,037 shares; 2024Q4: 40,357 shares; 2025Q1: 25,393 shares; 2025Q2: 4,293 shares; 2025Q3: 4,627 shares; 2025Q4: 30,551 shares; 2026Q1: 52,872 shares; 2026Q2: 11,595 shares 11,595 $728K 0.22% -41,277 Timeline MINO 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: not reported; 2026Q1: 8,176 shares; 2026Q2: 15,802 shares 15,802 $723K 0.22% +7,626 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: 3,351 shares; 2024Q4: 3,543 shares; 2025Q1: 3,204 shares; 2025Q2: 2,494 shares; 2025Q3: 2,432 shares; 2025Q4: not reported; 2026Q1: 2,933 shares; 2026Q2: 2,369 shares 2,369 $712K 0.21% -564 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,170 shares; 2025Q1: 12,048 shares; 2025Q2: 12,713 shares; 2025Q3: 13,403 shares; 2025Q4: not reported; 2026Q1: 14,762 shares; 2026Q2: 14,825 shares 14,825 $705K 0.21% +63 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 899 shares; 2025Q1: 938 shares; 2025Q2: 1,326 shares; 2025Q3: 1,062 shares; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 582 shares 582 $699K 0.21% +2 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: 3,366 shares; 2024Q4: 7,210 shares; 2025Q1: 5,842 shares; 2025Q2: 41,403 shares; 2025Q3: 42,930 shares; 2025Q4: 2,871 shares; 2026Q1: 7,109 shares; 2026Q2: 4,398 shares 4,398 $698K 0.21% -2,711 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,889 shares; 2025Q3: 2,729 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,886 shares 8,886 $695K 0.21% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,071 shares; 2026Q2: 58,251 shares 58,251 $692K 0.21% -820 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,536 shares 16,536 $692K 0.21% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,865 shares; 2024Q4: 38,302 shares; 2025Q1: 37,741 shares; 2025Q2: 42,757 shares; 2025Q3: 47,130 shares; 2025Q4: not reported; 2026Q1: 33,782 shares; 2026Q2: 36,119 shares 36,119 $691K 0.21% +2,337 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: 7,530 shares; 2024Q4: 8,381 shares; 2025Q1: 8,561 shares; 2025Q2: 8,970 shares; 2025Q3: 9,927 shares; 2025Q4: not reported; 2026Q1: 8,811 shares; 2026Q2: 10,429 shares 10,429 $684K 0.2% +1,618 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: 1,723 shares; 2024Q4: 2,173 shares; 2025Q1: 2,082 shares; 2025Q2: 2,837 shares; 2025Q3: 2,610 shares; 2025Q4: 417 shares; 2026Q1: 1,515 shares; 2026Q2: 1,393 shares 1,393 $682K 0.2% -122 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: 626 shares; 2024Q4: 702 shares; 2025Q1: 709 shares; 2025Q2: 909 shares; 2025Q3: 926 shares; 2025Q4: not reported; 2026Q1: 571 shares; 2026Q2: 640 shares 640 $682K 0.2% +69 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 3,762 shares; 2025Q1: 3,879 shares; 2025Q2: 3,486 shares; 2025Q3: 3,547 shares; 2025Q4: not reported; 2026Q1: 3,843 shares; 2026Q2: 3,687 shares 3,687 $681K 0.2% -156 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: 2,463 shares; 2024Q4: 3,640 shares; 2025Q1: 2,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares; 2026Q2: 1,136 shares 1,136 $660K 0.2% -296 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,874 shares; 2026Q1: 62,529 shares; 2026Q2: 12,067 shares 12,067 $636K 0.19% -50,462 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,507 shares; 2025Q4: not reported; 2026Q1: 21,003 shares; 2026Q2: 21,003 shares 21,003 $635K 0.19% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,120 shares; 2025Q3: 7,260 shares; 2025Q4: not reported; 2026Q1: 8,760 shares; 2026Q2: 11,816 shares 11,816 $627K 0.19% +3,056 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: 6,911 shares; 2024Q4: 20,683 shares; 2025Q1: 15,853 shares; 2025Q2: 9,022 shares; 2025Q3: 8,377 shares; 2025Q4: 13,182 shares; 2026Q1: 24,464 shares; 2026Q2: 11,766 shares 11,766 $625K 0.19% -12,698 Timeline SUB 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: 2,587 shares; 2026Q2: 5,753 shares 5,753 $613K 0.18% +3,166 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: 1,222 shares; 2024Q4: 2,142 shares; 2025Q1: 1,739 shares; 2025Q2: 1,570 shares; 2025Q3: 965 shares; 2025Q4: not reported; 2026Q1: 1,099 shares; 2026Q2: 1,077 shares 1,077 $607K 0.18% -22 Timeline SMMU 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: not reported; 2026Q1: 5,019 shares; 2026Q2: 11,818 shares 11,818 $597K 0.18% +6,799 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,381 shares; 2024Q4: 6,747 shares; 2025Q1: 4,369 shares; 2025Q2: 3,105 shares; 2025Q3: 3,005 shares; 2025Q4: not reported; 2026Q1: 2,689 shares; 2026Q2: 2,489 shares 2,489 $592K 0.18% -200 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,526 shares; 2025Q4: not reported; 2026Q1: 12,380 shares; 2026Q2: 12,875 shares 12,875 $579K 0.17% +495 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: 1,148 shares; 2024Q4: 2,060 shares; 2025Q1: 1,975 shares; 2025Q2: 1,040 shares; 2025Q3: 875 shares; 2025Q4: 900 shares; 2026Q1: 1,775 shares; 2026Q2: 898 shares 898 $575K 0.17% -877 Timeline EVTR 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: 8,529 shares; 2024Q4: 9,865 shares; 2025Q1: 10,815 shares; 2025Q2: 10,791 shares; 2025Q3: 10,791 shares; 2025Q4: not reported; 2026Q1: 13,168 shares; 2026Q2: 11,341 shares 11,341 $575K 0.17% -1,827 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,570 shares; 2024Q4: 15,596 shares; 2025Q1: 19,262 shares; 2025Q2: 18,566 shares; 2025Q3: 18,666 shares; 2025Q4: not reported; 2026Q1: 19,498 shares; 2026Q2: 19,156 shares 19,156 $569K 0.17% -342 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,913 shares; 2024Q4: 20,430 shares; 2025Q1: 18,646 shares; 2025Q2: 18,698 shares; 2025Q3: 18,899 shares; 2025Q4: not reported; 2026Q1: 8,670 shares; 2026Q2: 9,985 shares 9,985 $562K 0.17% +1,315 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,784 shares; 2024Q4: 7,893 shares; 2025Q1: 7,963 shares; 2025Q2: 8,123 shares; 2025Q3: 8,185 shares; 2025Q4: not reported; 2026Q1: 8,303 shares; 2026Q2: 8,180 shares 8,180 $558K 0.17% -123 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: 19,971 shares; 2024Q4: 23,007 shares; 2025Q1: 56,167 shares; 2025Q2: 52,357 shares; 2025Q3: 55,676 shares; 2025Q4: not reported; 2026Q1: 50,164 shares; 2026Q2: 49,936 shares 49,936 $545K 0.16% -228 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: 4,613 shares; 2025Q1: 3,115 shares; 2025Q2: 2,609 shares; 2025Q3: 2,315 shares; 2025Q4: not reported; 2026Q1: 2,298 shares; 2026Q2: 2,587 shares 2,587 $541K 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,650 shares 10,650 $537K 0.16% new 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: 2,196 shares; 2024Q4: 3,467 shares; 2025Q1: 3,973 shares; 2025Q2: 2,715 shares; 2025Q3: 2,098 shares; 2025Q4: 2,508 shares; 2026Q1: 3,096 shares; 2026Q2: 2,083 shares 2,083 $529K 0.16% -1,013 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,646 shares; 2026Q2: 1,400 shares 1,400 $521K 0.15% -1,246 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,675 shares; 2026Q1: 65,358 shares; 2026Q2: 11,717 shares 11,717 $505K 0.15% -53,641 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,853 shares; 2024Q4: 6,902 shares; 2025Q1: 7,190 shares; 2025Q2: 7,747 shares; 2025Q3: 5,616 shares; 2025Q4: not reported; 2026Q1: 12,780 shares; 2026Q2: 10,808 shares 10,808 $490K 0.15% -1,972 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,421 shares; 2024Q4: 63,145 shares; 2025Q1: 43,336 shares; 2025Q2: 42,919 shares; 2025Q3: 46,382 shares; 2025Q4: not reported; 2026Q1: 46,171 shares; 2026Q2: 44,842 shares 44,842 $489K 0.15% -1,329 Timeline YYY 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: 22,900 shares; 2024Q4: 22,900 shares; 2025Q1: 32,650 shares; 2025Q2: 34,450 shares; 2025Q3: 36,950 shares; 2025Q4: not reported; 2026Q1: 39,850 shares; 2026Q2: 41,750 shares 41,750 $481K 0.14% +1,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: not reported; 2026Q1: 4,698 shares; 2026Q2: 5,147 shares 5,147 $481K 0.14% +449 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,710 shares; 2024Q4: 27,194 shares; 2025Q1: 26,112 shares; 2025Q2: not reported; 2025Q3: 9,081 shares; 2025Q4: 21,441 shares; 2026Q1: 30,220 shares; 2026Q2: 10,079 shares 10,079 $481K 0.14% -20,141 Timeline BBUS 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: 3,059 shares; 2024Q4: 13,964 shares; 2025Q1: 15,957 shares; 2025Q2: 4,224 shares; 2025Q3: 3,729 shares; 2025Q4: 18,630 shares; 2026Q1: 22,550 shares; 2026Q2: 3,566 shares 3,566 $480K 0.14% -18,984 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 9,276 shares; 2025Q1: 9,610 shares; 2025Q2: 5,800 shares; 2025Q3: 5,717 shares; 2025Q4: not reported; 2026Q1: 7,045 shares; 2026Q2: 5,694 shares 5,694 $473K 0.14% -1,351 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,678 shares 6,678 $457K 0.14% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,584 shares; 2025Q4: not reported; 2026Q1: 20,597 shares; 2026Q2: 22,379 shares 22,379 $450K 0.13% +1,782 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,350 shares; 2024Q4: 12,350 shares; 2025Q1: 12,525 shares; 2025Q2: 12,525 shares; 2025Q3: 12,525 shares; 2025Q4: not reported; 2026Q1: 20,262 shares; 2026Q2: 20,262 shares 20,262 $449K 0.13% 0 Timeline RSPT 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: 7,634 shares; 2024Q4: 7,639 shares; 2025Q1: 7,149 shares; 2025Q2: 6,875 shares; 2025Q3: 6,926 shares; 2025Q4: not reported; 2026Q1: 6,942 shares; 2026Q2: 6,947 shares 6,947 $448K 0.13% +5 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: 11,634 shares; 2024Q4: 58,104 shares; 2025Q1: 67,781 shares; 2025Q2: 8,139 shares; 2025Q3: 7,862 shares; 2025Q4: 18,187 shares; 2026Q1: 26,525 shares; 2026Q2: 8,820 shares 8,820 $447K 0.13% -17,705 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: 2,953 shares; 2024Q4: 5,803 shares; 2025Q1: 5,748 shares; 2025Q2: 2,656 shares; 2025Q3: 2,667 shares; 2025Q4: 2,860 shares; 2026Q1: 5,837 shares; 2026Q2: 2,791 shares 2,791 $441K 0.13% -3,046 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: 1,713 shares; 2024Q4: 5,352 shares; 2025Q1: 6,588 shares; 2025Q2: 4,579 shares; 2025Q3: 4,678 shares; 2025Q4: 2,692 shares; 2026Q1: 4,648 shares; 2026Q2: 2,654 shares 2,654 $440K 0.13% -1,994 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,565 shares; 2025Q2: 9,602 shares; 2025Q3: 10,001 shares; 2025Q4: 6,407 shares; 2026Q1: 18,213 shares; 2026Q2: 11,484 shares 11,484 $436K 0.13% -6,729 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: 4,424 shares; 2024Q4: 42,235 shares; 2025Q1: 56,832 shares; 2025Q2: 10,163 shares; 2025Q3: 10,198 shares; 2025Q4: 38,453 shares; 2026Q1: 54,751 shares; 2026Q2: 8,462 shares 8,462 $426K 0.13% -46,289 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: 792 shares; 2024Q4: 1,058 shares; 2025Q1: 996 shares; 2025Q2: 965 shares; 2025Q3: 688 shares; 2025Q4: not reported; 2026Q1: 591 shares; 2026Q2: 454 shares 454 $425K 0.13% -137 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,631 shares; 2025Q2: 1,192 shares; 2025Q3: 1,195 shares; 2025Q4: 800 shares; 2026Q1: 1,491 shares; 2026Q2: 886 shares 886 $423K 0.13% -605 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,931 shares; 2025Q1: 10,043 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,563 shares; 2026Q1: 32,698 shares; 2026Q2: 5,579 shares 5,579 $421K 0.13% -27,119 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: 5,637 shares; 2025Q1: 7,039 shares; 2025Q2: 2,511 shares; 2025Q3: 2,785 shares; 2025Q4: 5,802 shares; 2026Q1: 9,968 shares; 2026Q2: 3,137 shares 3,137 $418K 0.12% -6,831 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: not reported; 2026Q1: 5,388 shares; 2026Q2: 5,238 shares 5,238 $407K 0.12% -150 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 reported; 2024Q4: 3,225 shares; 2025Q1: 3,826 shares; 2025Q2: not reported; 2025Q3: 3,694 shares; 2025Q4: not reported; 2026Q1: 5,528 shares; 2026Q2: 4,880 shares 4,880 $403K 0.12% -648 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,048 shares; 2026Q1: 132,697 shares; 2026Q2: 16,642 shares 16,642 $397K 0.12% -116,055 Timeline CWI 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: 9,017 shares; 2024Q4: 9,245 shares; 2025Q1: 8,317 shares; 2025Q2: 11,677 shares; 2025Q3: 12,331 shares; 2025Q4: not reported; 2026Q1: 9,459 shares; 2026Q2: 9,632 shares 9,632 $392K 0.12% +173 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: 842 shares; 2024Q4: 880 shares; 2025Q1: 900 shares; 2025Q2: 1,066 shares; 2025Q3: 1,001 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,448 shares 1,448 $391K 0.12% new Timeline CHAT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,890 shares 3,890 $384K 0.11% new 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: 1,592 shares; 2024Q4: 2,249 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 591 shares; 2026Q1: 1,362 shares; 2026Q2: 1,016 shares 1,016 $384K 0.11% -346 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,372 shares; 2026Q2: 18,006 shares 18,006 $374K 0.11% +4,634 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,269 shares; 2026Q1: 29,693 shares; 2026Q2: 7,134 shares 7,134 $373K 0.11% -22,559 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,730 shares; 2025Q4: not reported; 2026Q1: 7,378 shares; 2026Q2: 7,455 shares 7,455 $371K 0.11% +77 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: 1,950 shares; 2024Q4: 2,082 shares; 2025Q1: 2,094 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: not reported; 2026Q1: 2,008 shares; 2026Q2: 2,212 shares 2,212 $366K 0.11% +204 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,453 shares; 2024Q4: 15,946 shares; 2025Q1: 15,623 shares; 2025Q2: 3,139 shares; 2025Q3: 3,149 shares; 2025Q4: not reported; 2026Q1: 3,267 shares; 2026Q2: 3,275 shares 3,275 $361K 0.11% +8 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 10,049 shares; 2025Q1: 9,554 shares; 2025Q2: 9,648 shares; 2025Q3: 10,343 shares; 2025Q4: 4,241 shares; 2026Q1: 9,733 shares; 2026Q2: 4,987 shares 4,987 $359K 0.11% -4,746 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,768 shares; 2025Q1: 2,066 shares; 2025Q2: 1,548 shares; 2025Q3: 1,620 shares; 2025Q4: not reported; 2026Q1: 2,073 shares; 2026Q2: 1,601 shares 1,601 $358K 0.11% -472 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,137 shares; 2024Q4: 23,420 shares; 2025Q1: 20,092 shares; 2025Q2: 16,188 shares; 2025Q3: 15,940 shares; 2025Q4: not reported; 2026Q1: 8,887 shares; 2026Q2: 9,617 shares 9,617 $354K 0.11% +730 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,587 shares 4,587 $352K 0.1% new Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 69,133 shares 69,133 $351K 0.1% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,574 shares; 2024Q4: 21,331 shares; 2025Q1: 22,951 shares; 2025Q2: 22,542 shares; 2025Q3: 11,189 shares; 2025Q4: not reported; 2026Q1: 11,675 shares; 2026Q2: 11,823 shares 11,823 $346K 0.1% +148 Timeline VDE 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: 1,708 shares; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: not reported; 2026Q1: 1,886 shares; 2026Q2: 2,301 shares 2,301 $345K 0.1% +415 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $343K 0.1% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,792 shares 6,792 $328K 0.1% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,356 shares; 2025Q4: not reported; 2026Q1: 5,673 shares; 2026Q2: 6,310 shares 6,310 $321K 0.1% +637 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: 3,203 shares; 2024Q4: 3,463 shares; 2025Q1: 3,469 shares; 2025Q2: 3,221 shares; 2025Q3: 3,227 shares; 2025Q4: not reported; 2026Q1: 3,386 shares; 2026Q2: 3,244 shares 3,244 $319K 0.09% -142 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: 1,531 shares; 2025Q2: 1,491 shares; 2025Q3: 1,242 shares; 2025Q4: not reported; 2026Q1: 955 shares; 2026Q2: 821 shares 821 $307K 0.09% -134 Timeline TOPT 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: 10,960 shares; 2025Q2: 12,750 shares; 2025Q3: 12,450 shares; 2025Q4: not reported; 2026Q1: 12,290 shares; 2026Q2: 9,300 shares 9,300 $306K 0.09% -2,990 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,478 shares; 2026Q2: 2,440 shares 2,440 $304K 0.09% -38 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 802 shares; 2025Q1: 804 shares; 2025Q2: 665 shares; 2025Q3: 428 shares; 2025Q4: not reported; 2026Q1: 482 shares; 2026Q2: 427 shares 427 $301K 0.09% -55 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 12,442 shares; 2025Q1: 11,238 shares; 2025Q2: 3,469 shares; 2025Q3: 3,421 shares; 2025Q4: 7,646 shares; 2026Q1: 11,014 shares; 2026Q2: 3,457 shares 3,457 $301K 0.09% -7,557 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 reported; 2024Q4: 4,765 shares; 2025Q1: 4,417 shares; 2025Q2: 5,814 shares; 2025Q3: 5,796 shares; 2025Q4: not reported; 2026Q1: 3,466 shares; 2026Q2: 2,537 shares 2,537 $298K 0.09% -929 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 2,187 shares; 2025Q1: 2,100 shares; 2025Q2: 2,102 shares; 2025Q3: 2,103 shares; 2025Q4: not reported; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares 1,928 $298K 0.09% 0 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: 25,757 shares; 2024Q4: 30,114 shares; 2025Q1: 21,704 shares; 2025Q2: 17,488 shares; 2025Q3: 18,299 shares; 2025Q4: not reported; 2026Q1: 21,985 shares; 2026Q2: 16,114 shares 16,114 $297K 0.09% -5,871 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: 1,295 shares; 2024Q4: 2,424 shares; 2025Q1: 2,277 shares; 2025Q2: 1,839 shares; 2025Q3: 1,585 shares; 2025Q4: 1,181 shares; 2026Q1: 1,552 shares; 2026Q2: 821 shares 821 $289K 0.09% -731 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 11,171 shares; 2025Q1: 11,267 shares; 2025Q2: 5,766 shares; 2025Q3: 5,787 shares; 2025Q4: 5,342 shares; 2026Q1: 10,600 shares; 2026Q2: 5,867 shares 5,867 $285K 0.08% -4,733 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 reported; 2024Q4: 13,760 shares; 2025Q1: 13,242 shares; 2025Q2: 4,401 shares; 2025Q3: 4,623 shares; 2025Q4: 7,901 shares; 2026Q1: 12,597 shares; 2026Q2: 4,566 shares 4,566 $284K 0.08% -8,031 Timeline IBIE 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: 10,770 shares; 2026Q2: 10,770 shares 10,770 $283K 0.08% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,403 shares 4,403 $283K 0.08% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 4,851 shares; 2025Q1: 5,039 shares; 2025Q2: 5,394 shares; 2025Q3: 5,041 shares; 2025Q4: not reported; 2026Q1: 5,411 shares; 2026Q2: 6,012 shares 6,012 $282K 0.08% +601 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,132 shares; 2026Q2: 7,956 shares 7,956 $277K 0.08% -176 Timeline BBAG 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: 8,721 shares; 2024Q4: 31,940 shares; 2025Q1: 30,832 shares; 2025Q2: 8,543 shares; 2025Q3: 6,817 shares; 2025Q4: 22,832 shares; 2026Q1: 27,294 shares; 2026Q2: 5,992 shares 5,992 $275K 0.08% -21,302 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,097 shares; 2024Q4: 27,806 shares; 2025Q1: 27,140 shares; 2025Q2: 5,519 shares; 2025Q3: 5,796 shares; 2025Q4: 19,867 shares; 2026Q1: 25,709 shares; 2026Q2: 5,914 shares 5,914 $270K 0.08% -19,795 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: 338 shares; 2024Q4: 439 shares; 2025Q1: 378 shares; 2025Q2: 264 shares; 2025Q3: 252 shares; 2025Q4: not reported; 2026Q1: 3,415 shares; 2026Q2: 3,785 shares 3,785 $270K 0.08% +370 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,960 shares 2,960 $270K 0.08% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,832 shares; 2024Q4: 15,714 shares; 2025Q1: 13,970 shares; 2025Q2: 164,992 shares; 2025Q3: 169,498 shares; 2025Q4: 3,803 shares; 2026Q1: 8,820 shares; 2026Q2: 4,961 shares 4,961 $266K 0.08% -3,859 Timeline BOTZ 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: 32,227 shares; 2025Q2: not reported; 2025Q3: 6,599 shares; 2025Q4: not reported; 2026Q1: 6,205 shares; 2026Q2: 7,010 shares 7,010 $266K 0.08% +805 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: 4,887 shares; 2024Q4: 9,815 shares; 2025Q1: 9,093 shares; 2025Q2: 45,842 shares; 2025Q3: 43,811 shares; 2025Q4: 3,814 shares; 2026Q1: 6,464 shares; 2026Q2: 2,741 shares 2,741 $265K 0.08% -3,723 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: 8,494 shares; 2024Q4: 104,991 shares; 2025Q1: 74,132 shares; 2025Q2: 10,162 shares; 2025Q3: 9,424 shares; 2025Q4: 13,103 shares; 2026Q1: 15,752 shares; 2026Q2: 5,189 shares 5,189 $262K 0.08% -10,563 Timeline IXG 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: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $261K 0.08% 0 Timeline FEZ 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 reported; 2024Q4: not reported; 2025Q1: 3,759 shares; 2025Q2: 4,603 shares; 2025Q3: 4,603 shares; 2025Q4: not reported; 2026Q1: 3,759 shares; 2026Q2: 3,750 shares 3,750 $258K 0.08% -9 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,541 shares 5,541 $257K 0.08% new Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,900 shares; 2024Q4: 31,800 shares; 2025Q1: 38,500 shares; 2025Q2: 42,100 shares; 2025Q3: 46,800 shares; 2025Q4: not reported; 2026Q1: 26,400 shares; 2026Q2: 26,200 shares 26,200 $253K 0.08% -200 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: 7,269 shares; 2024Q4: 10,091 shares; 2025Q1: 7,255 shares; 2025Q2: not reported; 2025Q3: 4,640 shares; 2025Q4: not reported; 2026Q1: 4,469 shares; 2026Q2: 4,617 shares 4,617 $250K 0.07% +148 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: 437 shares; 2024Q4: 594 shares; 2025Q1: 546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 602 shares 602 $250K 0.07% new 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 reported; 2024Q4: 1,148 shares; 2025Q1: 1,111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 796 shares; 2026Q2: 500 shares 500 $248K 0.07% -296 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: 1,120 shares; 2024Q4: 1,131 shares; 2025Q1: 1,136 shares; 2025Q2: 1,175 shares; 2025Q3: 1,173 shares; 2025Q4: not reported; 2026Q1: 1,040 shares; 2026Q2: 1,096 shares 1,096 $247K 0.07% +56 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,981 shares 3,981 $247K 0.07% new 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: 10,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,650 shares; 2025Q3: 15,250 shares; 2025Q4: not reported; 2026Q1: 15,950 shares; 2026Q2: 14,550 shares 14,550 $243K 0.07% -1,400 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: 615 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 563 shares; 2025Q3: 549 shares; 2025Q4: not reported; 2026Q1: 572 shares; 2026Q2: 611 shares 611 $243K 0.07% +39 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,239 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,169 shares; 2025Q4: not reported; 2026Q1: 2,334 shares; 2026Q2: 2,030 shares 2,030 $240K 0.07% -304 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,353 shares; 2025Q4: not reported; 2026Q1: 8,353 shares; 2026Q2: 8,353 shares 8,353 $240K 0.07% 0 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,857 shares; 2025Q1: 9,016 shares; 2025Q2: 9,193 shares; 2025Q3: 9,296 shares; 2025Q4: not reported; 2026Q1: 9,612 shares; 2026Q2: 9,259 shares 9,259 $238K 0.07% -353 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,816 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: not reported; 2026Q1: 4,863 shares; 2026Q2: 4,863 shares 4,863 $237K 0.07% 0 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: 1,603 shares; 2024Q4: 3,398 shares; 2025Q1: 3,399 shares; 2025Q2: 934 shares; 2025Q3: 782 shares; 2025Q4: not reported; 2026Q1: 730 shares; 2026Q2: 680 shares 680 $233K 0.07% -50 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 reported; 2024Q4: 5,727 shares; 2025Q1: 5,556 shares; 2025Q2: not reported; 2025Q3: 5,325 shares; 2025Q4: not reported; 2026Q1: 6,086 shares; 2026Q2: 6,225 shares 6,225 $230K 0.07% +139 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,763 shares; 2026Q2: 4,987 shares 4,987 $227K 0.07% +224 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 2,535 shares; 2025Q3: 2,483 shares; 2025Q4: not reported; 2026Q1: 1,438 shares; 2026Q2: 1,394 shares 1,394 $226K 0.07% -44 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,793 shares; 2024Q4: 33,773 shares; 2025Q1: 33,340 shares; 2025Q2: 32,720 shares; 2025Q3: 31,920 shares; 2025Q4: not reported; 2026Q1: 30,300 shares; 2026Q2: 29,270 shares 29,270 $225K 0.07% -1,030 Timeline BBIN 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: 11,212 shares; 2025Q1: 12,688 shares; 2025Q2: 3,108 shares; 2025Q3: not reported; 2025Q4: 15,669 shares; 2026Q1: 17,577 shares; 2026Q2: 2,859 shares 2,859 $223K 0.07% -14,718 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 reported; 2024Q4: 34,253 shares; 2025Q1: 10,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,431 shares; 2026Q1: 9,534 shares; 2026Q2: 2,310 shares 2,310 $221K 0.07% -7,224 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: not reported; 2026Q1: 24,783 shares; 2026Q2: 24,783 shares 24,783 $221K 0.07% 0 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: 30,476 shares; 2024Q4: 47,629 shares; 2025Q1: 42,507 shares; 2025Q2: 10,584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,912 shares; 2026Q2: 3,924 shares 3,924 $218K 0.06% -988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $216K 0.06% new Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,301 shares 7,301 $213K 0.06% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $212K 0.06% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,309 shares; 2025Q1: 7,924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares; 2026Q1: 13,957 shares; 2026Q2: 4,262 shares 4,262 $210K 0.06% -9,695 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,905 shares 1,905 $205K 0.06% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,076 shares; 2024Q4: 44,280 shares; 2025Q1: 49,141 shares; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 826 shares; 2026Q1: 2,681 shares; 2026Q2: 675 shares 675 $205K 0.06% -2,006 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,201 shares; 2026Q1: 14,577 shares; 2026Q2: 3,796 shares 3,796 $203K 0.06% -10,781 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 110 shares; 2025Q3: 107 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119 shares 119 $202K 0.06% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,850 shares; 2024Q4: 15,475 shares; 2025Q1: 15,475 shares; 2025Q2: 15,415 shares; 2025Q3: 15,335 shares; 2025Q4: not reported; 2026Q1: 13,300 shares; 2026Q2: 13,600 shares 13,600 $198K 0.06% +300 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,999 shares; 2026Q2: 15,367 shares 15,367 $192K 0.06% +368 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 14,150 shares; 2025Q2: 14,150 shares; 2025Q3: 14,150 shares; 2025Q4: not reported; 2026Q1: 12,150 shares; 2026Q2: 12,150 shares 12,150 $192K 0.06% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,300 shares; 2024Q4: 66,200 shares; 2025Q1: 64,161 shares; 2025Q2: 63,200 shares; 2025Q3: 52,300 shares; 2025Q4: not reported; 2026Q1: 26,239 shares; 2026Q2: 24,700 shares 24,700 $185K 0.05% -1,539 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,601 shares; 2024Q4: 21,801 shares; 2025Q1: 15,800 shares; 2025Q2: 14,400 shares; 2025Q3: 11,900 shares; 2025Q4: not reported; 2026Q1: 11,900 shares; 2026Q2: 11,900 shares 11,900 $159K 0.05% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,100 shares; 2024Q4: 26,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: not reported; 2026Q1: 16,100 shares; 2026Q2: 16,600 shares 16,600 $137K 0.04% +500 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,400 shares; 2024Q4: 18,100 shares; 2025Q1: 16,900 shares; 2025Q2: 18,400 shares; 2025Q3: 17,800 shares; 2025Q4: not reported; 2026Q1: 11,400 shares; 2026Q2: 10,000 shares 10,000 $136K 0.04% -1,400 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 13,900 shares 13,900 $132K 0.04% new Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,444 shares 11,444 $131K 0.04% new Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,500 shares; 2024Q4: 74,650 shares; 2025Q1: 72,100 shares; 2025Q2: 64,700 shares; 2025Q3: 66,200 shares; 2025Q4: not reported; 2026Q1: 14,700 shares; 2026Q2: 15,700 shares 15,700 $119K 0.04% +1,000 Timeline