VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,071 shares; 2025Q3: 273,762 shares; 2025Q4: 12,612 shares; 2026Q1: 268,436 shares; 2026Q2: 252,242 shares 252,242 $21.6M 6.64% -16,194 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: 114,988 shares; 2024Q4: 619,718 shares; 2025Q1: 581,982 shares; 2025Q2: 342,559 shares; 2025Q3: 147,139 shares; 2025Q4: 203,815 shares; 2026Q1: 561,762 shares; 2026Q2: 384,381 shares 384,381 $19.4M 5.96% -177,381 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,991 shares; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 330,408 shares; 2026Q2: 228,655 shares 228,655 $17.3M 5.33% -101,753 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,491 shares; 2025Q1: not reported; 2025Q2: 55,946 shares; 2025Q3: 53,277 shares; 2025Q4: 157,417 shares; 2026Q1: 4,956 shares; 2026Q2: 70,121 shares 70,121 $13.4M 4.11% +65,165 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,289 shares 132,289 $12.6M 3.89% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 393 shares; 2026Q2: 16,891 shares 16,891 $12.6M 3.88% +16,498 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,442 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,475 shares 16,475 $12.3M 3.8% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,964 shares; 2025Q3: 6,026 shares; 2025Q4: 11,628 shares; 2026Q1: 14,271 shares; 2026Q2: 15,061 shares 15,061 $10.3M 3.18% +790 Timeline SHYD 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: 13,000 shares; 2026Q1: 12,000 shares; 2026Q2: 427,956 shares 427,956 $9.8M 3.02% +415,956 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: 91,905 shares 91,905 $7.7M 2.37% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,542 shares; 2024Q4: 28,932 shares; 2025Q1: not reported; 2025Q2: 18,984 shares; 2025Q3: 19,565 shares; 2025Q4: 25,720 shares; 2026Q1: 15,272 shares; 2026Q2: 14,563 shares 14,563 $7.61M 2.34% -709 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,280 shares; 2024Q4: 204,742 shares; 2025Q1: 121,965 shares; 2025Q2: 96,215 shares; 2025Q3: 169,758 shares; 2025Q4: 127,602 shares; 2026Q1: not reported; 2026Q2: 367,770 shares 367,770 $7.47M 2.3% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,466 shares; 2024Q4: not reported; 2025Q1: 74,593 shares; 2025Q2: 73,323 shares; 2025Q3: 74,797 shares; 2025Q4: 75,603 shares; 2026Q1: 3,423 shares; 2026Q2: 71,895 shares 71,895 $7.47M 2.3% +68,472 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,745 shares; 2024Q4: 49,593 shares; 2025Q1: not reported; 2025Q2: 45,537 shares; 2025Q3: 37,826 shares; 2025Q4: 28,195 shares; 2026Q1: 26,563 shares; 2026Q2: 68,474 shares 68,474 $7.38M 2.27% +41,911 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,043 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,487 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237,128 shares 237,128 $7.23M 2.23% new Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,933 shares; 2024Q4: 172,416 shares; 2025Q1: 103,568 shares; 2025Q2: 82,105 shares; 2025Q3: 50,452 shares; 2025Q4: 106,652 shares; 2026Q1: 102,080 shares; 2026Q2: 319,250 shares 319,250 $7.22M 2.22% +217,170 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: 24,572 shares; 2024Q4: 24,731 shares; 2025Q1: 21,924 shares; 2025Q2: 15,125 shares; 2025Q3: 25,326 shares; 2025Q4: 27,286 shares; 2026Q1: 24,251 shares; 2026Q2: 23,439 shares 23,439 $6.78M 2.09% -812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,557 shares 21,557 $6.53M 2.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,577 shares; 2024Q4: 106,577 shares; 2025Q1: 106,877 shares; 2025Q2: 106,877 shares; 2025Q3: 106,877 shares; 2025Q4: 106,877 shares; 2026Q1: 106,877 shares; 2026Q2: 106,877 shares 106,877 $6.09M 1.87% 0 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,879 shares 136,879 $5.84M 1.8% new Timeline EQWL 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: 44,950 shares 44,950 $5.8M 1.79% new Timeline CLIP 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: 265,494 shares; 2025Q1: 53,650 shares; 2025Q2: 39,692 shares; 2025Q3: 41,831 shares; 2025Q4: 11,127 shares; 2026Q1: 9,887 shares; 2026Q2: 55,364 shares 55,364 $5.56M 1.71% +45,477 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,791 shares; 2025Q4: 37,640 shares; 2026Q1: not reported; 2026Q2: 52,181 shares 52,181 $5.03M 1.55% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,957 shares 76,957 $4.96M 1.53% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,550 shares 125,550 $4.94M 1.52% new 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: 35,965 shares; 2024Q4: 34,047 shares; 2025Q1: 32,080 shares; 2025Q2: 29,145 shares; 2025Q3: 28,754 shares; 2025Q4: 27,177 shares; 2026Q1: 24,312 shares; 2026Q2: 24,257 shares 24,257 $4.85M 1.49% -55 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: 177,549 shares; 2024Q4: 182,154 shares; 2025Q1: 158,896 shares; 2025Q2: 121,202 shares; 2025Q3: 123,679 shares; 2025Q4: 168,620 shares; 2026Q1: 5,614 shares; 2026Q2: 87,574 shares 87,574 $4.69M 1.45% +81,960 Timeline HYD 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: 35,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,262 shares; 2026Q1: not reported; 2026Q2: 81,441 shares 81,441 $4.2M 1.29% new Timeline PVI 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: 164,824 shares 164,824 $4.1M 1.26% new Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146,979 shares 146,979 $4.03M 1.24% new 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: 30,920 shares; 2024Q4: 29,477 shares; 2025Q1: not reported; 2025Q2: 21,330 shares; 2025Q3: 20,884 shares; 2025Q4: 58,217 shares; 2026Q1: 1,954 shares; 2026Q2: 32,429 shares 32,429 $3.8M 1.17% +30,475 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: 40,209 shares; 2024Q4: 41,818 shares; 2025Q1: not reported; 2025Q2: 26,009 shares; 2025Q3: 26,542 shares; 2025Q4: 35,583 shares; 2026Q1: 1,238 shares; 2026Q2: 18,842 shares 18,842 $3.49M 1.07% +17,604 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,342 shares; 2024Q4: 182,814 shares; 2025Q1: 308,965 shares; 2025Q2: 12,600 shares; 2025Q3: 21,155 shares; 2025Q4: 28,542 shares; 2026Q1: 28,661 shares; 2026Q2: 111,473 shares 111,473 $3.44M 1.06% +82,812 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: 13,441 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,463 shares 10,463 $3.14M 0.97% new Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,583 shares 119,583 $3.11M 0.96% new 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: 14,929 shares; 2024Q4: 15,118 shares; 2025Q1: 13,896 shares; 2025Q2: 13,252 shares; 2025Q3: 13,078 shares; 2025Q4: 14,433 shares; 2026Q1: 11,888 shares; 2026Q2: 11,536 shares 11,536 $2.75M 0.85% -352 Timeline XMPT 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: 81,933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,345 shares; 2026Q1: not reported; 2026Q2: 121,420 shares 121,420 $2.71M 0.84% new Timeline BKLN 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: 88,714 shares; 2024Q4: 183,256 shares; 2025Q1: not reported; 2025Q2: 86,134 shares; 2025Q3: 161,407 shares; 2025Q4: 172,197 shares; 2026Q1: not reported; 2026Q2: 126,445 shares 126,445 $2.58M 0.79% new 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: 818 shares; 2024Q4: 944 shares; 2025Q1: 820 shares; 2025Q2: 926 shares; 2025Q3: 3,327 shares; 2025Q4: 3,528 shares; 2026Q1: 3,200 shares; 2026Q2: 5,766 shares 5,766 $2.15M 0.66% +2,566 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: 3,883 shares; 2024Q4: 4,007 shares; 2025Q1: 3,980 shares; 2025Q2: 3,427 shares; 2025Q3: 3,225 shares; 2025Q4: 3,328 shares; 2026Q1: 2,846 shares; 2026Q2: 2,796 shares 2,796 $2.13M 0.66% -50 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: not reported; 2025Q2: 39,563 shares; 2025Q3: 28,328 shares; 2025Q4: 28,050 shares; 2026Q1: 28,320 shares; 2026Q2: 30,225 shares 30,225 $2.08M 0.64% +1,905 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,814 shares; 2025Q3: 7,646 shares; 2025Q4: 7,660 shares; 2026Q1: 7,324 shares; 2026Q2: 8,394 shares 8,394 $2.03M 0.63% +1,070 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: 4,696 shares; 2024Q4: 4,644 shares; 2025Q1: 4,603 shares; 2025Q2: 4,276 shares; 2025Q3: 4,263 shares; 2025Q4: 4,531 shares; 2026Q1: 4,089 shares; 2026Q2: 3,258 shares 3,258 $1.84M 0.56% -831 Timeline MZZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273,717 shares 273,717 $1.57M 0.48% new 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: 1,391 shares; 2024Q4: 1,555 shares; 2025Q1: 3,880 shares; 2025Q2: 4,049 shares; 2025Q3: 4,512 shares; 2025Q4: 4,523 shares; 2026Q1: 4,520 shares; 2026Q2: 4,567 shares 4,567 $1.5M 0.46% +47 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: 1,265 shares; 2024Q4: 1,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,171 shares; 2025Q4: 4,551 shares; 2026Q1: 4,065 shares; 2026Q2: 4,105 shares 4,105 $1.47M 0.45% +40 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,497 shares; 2025Q3: 314,191 shares; 2025Q4: 315,691 shares; 2026Q1: 329,489 shares; 2026Q2: 15,744 shares 15,744 $1.38M 0.43% -313,745 Timeline KRE 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: 16,174 shares 16,174 $1.21M 0.37% new Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,955 shares 3,955 $1.07M 0.33% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,403 shares; 2025Q4: 6,403 shares; 2026Q1: 6,403 shares; 2026Q2: 6,403 shares 6,403 $1M 0.31% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,227 shares; 2025Q2: 10,129 shares; 2025Q3: 14,088 shares; 2025Q4: 18,910 shares; 2026Q1: 22,971 shares; 2026Q2: 28,337 shares 28,337 $971K 0.3% +5,366 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,722 shares; 2024Q4: 24,841 shares; 2025Q1: 24,957 shares; 2025Q2: 22,825 shares; 2025Q3: 22,017 shares; 2025Q4: 22,079 shares; 2026Q1: 16,175 shares; 2026Q2: 13,033 shares 13,033 $940K 0.29% -3,142 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,923 shares; 2025Q3: 23,311 shares; 2025Q4: 19,802 shares; 2026Q1: 18,189 shares; 2026Q2: 18,167 shares 18,167 $920K 0.28% -22 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,543 shares; 2026Q2: 2,543 shares 2,543 $899K 0.28% -1,000 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: 4,388 shares; 2024Q4: 8,188 shares; 2025Q1: 6,347 shares; 2025Q2: 10,588 shares; 2025Q3: 9,944 shares; 2025Q4: 12,938 shares; 2026Q1: 12,168 shares; 2026Q2: 9,036 shares 9,036 $898K 0.28% -3,132 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,210 shares; 2026Q2: 14,181 shares 14,181 $828K 0.26% +971 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,752 shares; 2025Q3: 15,605 shares; 2025Q4: 15,689 shares; 2026Q1: 26,723 shares; 2026Q2: 27,160 shares 27,160 $812K 0.25% +437 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,800 shares; 2025Q3: 17,809 shares; 2025Q4: 18,658 shares; 2026Q1: 27,479 shares; 2026Q2: 29,586 shares 29,586 $777K 0.24% +2,107 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: 33,357 shares; 2024Q4: 20,857 shares; 2025Q1: 12,497 shares; 2025Q2: 13,497 shares; 2025Q3: 13,497 shares; 2025Q4: 12,297 shares; 2026Q1: 12,797 shares; 2026Q2: 14,501 shares 14,501 $731K 0.22% +1,704 Timeline FREL 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: 23,790 shares 23,790 $697K 0.21% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,589 shares; 2025Q4: 4,883 shares; 2026Q1: 4,502 shares; 2026Q2: 4,502 shares 4,502 $681K 0.21% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,914 shares; 2024Q4: 23,516 shares; 2025Q1: not reported; 2025Q2: 15,601 shares; 2025Q3: 15,153 shares; 2025Q4: 19,664 shares; 2026Q1: 6,547 shares; 2026Q2: 887 shares 887 $653K 0.2% -5,660 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603,608 shares; 2025Q4: 33,050 shares; 2026Q1: 33,193 shares; 2026Q2: 33,281 shares 33,281 $651K 0.2% +88 Timeline SETH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,468 shares; 2026Q2: 10,768 shares 10,768 $631K 0.19% +1,300 Timeline EQAL 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: 112,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257,724 shares; 2025Q4: 89,863 shares; 2026Q1: 91,732 shares; 2026Q2: 9,468 shares 9,468 $561K 0.17% -82,264 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,894 shares 9,894 $556K 0.17% new 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 4,480 shares 4,480 $535K 0.16% +3,955 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,042 shares 6,042 $526K 0.16% new Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,700 shares; 2024Q4: 50,700 shares; 2025Q1: 50,521 shares; 2025Q2: 25,521 shares; 2025Q3: 25,521 shares; 2025Q4: 25,521 shares; 2026Q1: 25,521 shares; 2026Q2: 25,521 shares 25,521 $498K 0.15% 0 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,175 shares; 2024Q4: 41,300 shares; 2025Q1: 41,300 shares; 2025Q2: 33,906 shares; 2025Q3: 33,906 shares; 2025Q4: 33,906 shares; 2026Q1: 17,606 shares; 2026Q2: 17,606 shares 17,606 $494K 0.15% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,688 shares; 2025Q3: 2,721 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares; 2026Q2: 2,677 shares 2,677 $444K 0.14% +6 Timeline MLPA 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: 55,550 shares; 2024Q4: 56,811 shares; 2025Q1: 54,237 shares; 2025Q2: 42,502 shares; 2025Q3: 8,080 shares; 2025Q4: 4,482 shares; 2026Q1: 8,211 shares; 2026Q2: 8,331 shares 8,331 $442K 0.14% +120 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 895 shares 895 $428K 0.13% new 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: 7,354 shares; 2024Q4: 7,648 shares; 2025Q1: not reported; 2025Q2: 4,205 shares; 2025Q3: 4,192 shares; 2025Q4: 5,026 shares; 2026Q1: not reported; 2026Q2: 4,291 shares 4,291 $410K 0.13% new Timeline VTHR 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: 890 shares; 2024Q4: 1,110 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 1,091 shares; 2025Q4: 1,231 shares; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares 1,191 $395K 0.12% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,416 shares 7,416 $380K 0.12% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $367K 0.11% 0 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: 2,821 shares; 2024Q4: 3,509 shares; 2025Q1: 2,662 shares; 2025Q2: 2,509 shares; 2025Q3: 2,945 shares; 2025Q4: 3,575 shares; 2026Q1: 3,685 shares; 2026Q2: 3,688 shares 3,688 $365K 0.11% +3 Timeline PTLC 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: 6,193 shares 6,193 $361K 0.11% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares; 2026Q2: 1,063 shares 1,063 $338K 0.1% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,014 shares; 2024Q4: 12,014 shares; 2025Q1: 12,014 shares; 2025Q2: 12,014 shares; 2025Q3: 14,014 shares; 2025Q4: 14,014 shares; 2026Q1: 14,014 shares; 2026Q2: 14,014 shares 14,014 $337K 0.1% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 30,271 shares 30,271 $320K 0.1% new 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: 1,136 shares; 2024Q4: 1,117 shares; 2025Q1: not reported; 2025Q2: 742 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 693 shares; 2026Q2: 687 shares 687 $289K 0.09% -6 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,824 shares 2,824 $283K 0.09% new Timeline JMST 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: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 5,500 shares 5,500 $280K 0.09% +1,000 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,446 shares; 2024Q4: not reported; 2025Q1: 30,922 shares; 2025Q2: 33,348 shares; 2025Q3: 30,006 shares; 2025Q4: 22,456 shares; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $279K 0.09% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 852 shares; 2026Q1: 500 shares; 2026Q2: 550 shares 550 $275K 0.08% +50 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,475 shares; 2024Q4: not reported; 2025Q1: 74,026 shares; 2025Q2: not reported; 2025Q3: 2,242 shares; 2025Q4: 2,700 shares; 2026Q1: 104,488 shares; 2026Q2: 10,013 shares 10,013 $274K 0.08% -94,475 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,040 shares; 2025Q3: 70,620 shares; 2025Q4: 59,062 shares; 2026Q1: 66,586 shares; 2026Q2: 8,424 shares 8,424 $273K 0.08% -58,162 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: 9,916 shares; 2024Q4: not reported; 2025Q1: 6,922 shares; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 6,771 shares; 2026Q1: 5,295 shares; 2026Q2: 5,443 shares 5,443 $265K 0.08% +148 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,600 shares; 2026Q2: 9,100 shares 9,100 $257K 0.08% -1,500 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,156 shares 7,156 $255K 0.08% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,500 shares; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,404 shares 2,404 $246K 0.08% new 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $245K 0.08% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,800 shares; 2025Q1: 12,256 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $244K 0.08% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $242K 0.07% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 609 shares 609 $228K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 800 shares 800 $225K 0.07% new Timeline PTIN 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: 6,122 shares 6,122 $224K 0.07% new Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER 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: 6,984 shares 6,984 $221K 0.07% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,860 shares 2,860 $218K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,484 shares 7,484 $217K 0.07% new Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,390 shares; 2026Q1: 10,390 shares; 2026Q2: 8,140 shares 8,140 $215K 0.07% -2,250 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,050 shares 5,050 $214K 0.07% new Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,577 shares; 2024Q4: 8,302 shares; 2025Q1: 11,091 shares; 2025Q2: 8,770 shares; 2025Q3: 8,883 shares; 2025Q4: 10,645 shares; 2026Q1: 4,790 shares; 2026Q2: 4,814 shares 4,814 $212K 0.07% +24 Timeline SRET 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: 13,815 shares; 2024Q4: not reported; 2025Q1: 10,730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,277 shares; 2026Q1: not reported; 2026Q2: 9,206 shares 9,206 $209K 0.06% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 2,802 shares 2,802 $208K 0.06% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,513 shares 1,513 $207K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,437 shares 1,437 $201K 0.06% new Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,932 shares; 2024Q4: 37,932 shares; 2025Q1: 37,932 shares; 2025Q2: 37,932 shares; 2025Q3: 37,932 shares; 2025Q4: 37,932 shares; 2026Q1: 37,932 shares; 2026Q2: 37,932 shares 37,932 $129K 0.04% 0 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,250 shares; 2024Q4: 11,250 shares; 2025Q1: 11,250 shares; 2025Q2: 11,250 shares; 2025Q3: 11,250 shares; 2025Q4: 11,250 shares; 2026Q1: 11,250 shares; 2026Q2: 11,250 shares 11,250 $117K 0.04% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 34,482 shares; 2026Q2: 34,482 shares 34,482 $19.3K 0.01% 0 Timeline