BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,250 shares; 2025Q1: 423,720 shares; 2025Q2: 435,332 shares; 2025Q3: 439,852 shares; 2025Q4: 465,822 shares; 2026Q1: 491,555 shares; 2026Q2: 613,484 shares 613,484 $22.4M 10.07% +121,929 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,505 shares; 2024Q4: 215,855 shares; 2025Q1: 549,520 shares; 2025Q2: 547,277 shares; 2025Q3: 590,009 shares; 2025Q4: 754,685 shares; 2026Q1: 787,442 shares; 2026Q2: 717,840 shares 717,840 $19M 8.55% -69,602 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,311 shares; 2024Q4: 150,123 shares; 2025Q1: 196,930 shares; 2025Q2: 211,761 shares; 2025Q3: 214,520 shares; 2025Q4: 228,694 shares; 2026Q1: 242,619 shares; 2026Q2: 249,857 shares 249,857 $18.5M 8.32% +7,238 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,845 shares; 2024Q4: 184,127 shares; 2025Q1: 186,767 shares; 2025Q2: 189,348 shares; 2025Q3: 200,491 shares; 2025Q4: 205,781 shares; 2026Q1: 208,658 shares; 2026Q2: 217,871 shares 217,871 $12.8M 5.77% +9,213 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,307 shares; 2025Q2: 76,673 shares; 2025Q3: 76,936 shares; 2025Q4: 86,190 shares; 2026Q1: 91,061 shares; 2026Q2: 92,672 shares 92,672 $12.3M 5.55% +1,611 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: not reported; 2025Q1: 218,516 shares; 2025Q2: 220,318 shares; 2025Q3: 220,196 shares; 2025Q4: 188,523 shares; 2026Q1: 196,035 shares; 2026Q2: 207,896 shares 207,896 $10.5M 4.72% +11,861 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: 33,065 shares; 2024Q4: 31,453 shares; 2025Q1: 31,850 shares; 2025Q2: 29,794 shares; 2025Q3: 29,392 shares; 2025Q4: 29,018 shares; 2026Q1: 28,099 shares; 2026Q2: 27,881 shares 27,881 $8.07M 3.62% -218 Timeline JMBS 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: 280,703 shares; 2024Q4: 241,843 shares; 2025Q1: 168,786 shares; 2025Q2: 165,171 shares; 2025Q3: 169,233 shares; 2025Q4: 168,814 shares; 2026Q1: 168,065 shares; 2026Q2: 168,168 shares 168,168 $7.57M 3.4% +103 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: 14,695 shares; 2024Q4: 19,007 shares; 2025Q1: 20,159 shares; 2025Q2: 20,461 shares; 2025Q3: 22,651 shares; 2025Q4: 22,894 shares; 2026Q1: 21,771 shares; 2026Q2: 23,021 shares 23,021 $6.69M 3.01% +1,250 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,640 shares; 2026Q1: 54,722 shares; 2026Q2: 64,552 shares 64,552 $6.54M 2.94% +9,830 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: 35,825 shares; 2024Q4: 31,719 shares; 2025Q1: 31,424 shares; 2025Q2: 30,783 shares; 2025Q3: 30,793 shares; 2025Q4: 29,782 shares; 2026Q1: 29,008 shares; 2026Q2: 28,589 shares 28,589 $5.72M 2.57% -419 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,428 shares; 2024Q4: 25,717 shares; 2025Q1: 31,272 shares; 2025Q2: 32,521 shares; 2025Q3: 35,683 shares; 2025Q4: 35,644 shares; 2026Q1: 32,877 shares; 2026Q2: 33,126 shares 33,126 $5.64M 2.53% +249 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,131 shares; 2024Q4: 27,041 shares; 2025Q1: 26,768 shares; 2025Q2: 28,045 shares; 2025Q3: 28,077 shares; 2025Q4: 28,528 shares; 2026Q1: 29,434 shares; 2026Q2: 29,291 shares 29,291 $4.81M 2.16% -143 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: 4,035 shares; 2024Q4: 3,987 shares; 2025Q1: 4,103 shares; 2025Q2: 4,139 shares; 2025Q3: 4,398 shares; 2025Q4: 4,306 shares; 2026Q1: 4,179 shares; 2026Q2: 35,680 shares 35,680 $4.26M 1.92% +31,501 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: 61,520 shares; 2024Q4: 69,331 shares; 2025Q1: 75,332 shares; 2025Q2: 76,006 shares; 2025Q3: 75,530 shares; 2025Q4: 72,087 shares; 2026Q1: 61,354 shares; 2026Q2: 65,722 shares 65,722 $4.09M 1.84% +4,368 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: not reported; 2024Q4: 12,725 shares; 2025Q1: 15,475 shares; 2025Q2: 17,475 shares; 2025Q3: 19,725 shares; 2025Q4: 25,075 shares; 2026Q1: 26,830 shares; 2026Q2: 136,837 shares 136,837 $4.07M 1.83% +110,007 Timeline JTEK 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: 23,114 shares; 2026Q1: 31,831 shares; 2026Q2: 33,892 shares 33,892 $3.78M 1.7% +2,061 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: 11,089 shares; 2024Q4: 10,842 shares; 2025Q1: 10,573 shares; 2025Q2: 11,168 shares; 2025Q3: 10,880 shares; 2025Q4: 10,844 shares; 2026Q1: 10,473 shares; 2026Q2: 10,435 shares 10,435 $3.58M 1.61% -38 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: 5,691 shares; 2024Q4: 4,926 shares; 2025Q1: 4,828 shares; 2025Q2: 4,840 shares; 2025Q3: 4,746 shares; 2025Q4: 4,757 shares; 2026Q1: 4,794 shares; 2026Q2: 4,690 shares 4,690 $3.45M 1.55% -104 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: 9,552 shares; 2024Q4: 7,613 shares; 2025Q1: 7,418 shares; 2025Q2: 7,342 shares; 2025Q3: 7,592 shares; 2025Q4: 7,674 shares; 2026Q1: 8,165 shares; 2026Q2: 8,923 shares 8,923 $3.33M 1.5% +758 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,026 shares; 2024Q4: 291,599 shares; 2025Q1: 256,816 shares; 2025Q2: 234,355 shares; 2025Q3: 205,048 shares; 2025Q4: 55,436 shares; 2026Q1: 58,214 shares; 2026Q2: 61,653 shares 61,653 $3.11M 1.4% +3,439 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: 13,007 shares; 2024Q4: 12,022 shares; 2025Q1: 11,680 shares; 2025Q2: 11,635 shares; 2025Q3: 12,605 shares; 2025Q4: 12,618 shares; 2026Q1: 12,421 shares; 2026Q2: 12,144 shares 12,144 $2.89M 1.3% -277 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: 32,397 shares; 2024Q4: 28,264 shares; 2025Q1: 27,627 shares; 2025Q2: 27,718 shares; 2025Q3: 27,258 shares; 2025Q4: 27,982 shares; 2026Q1: 28,723 shares; 2026Q2: 29,209 shares 29,209 $2.79M 1.25% +486 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 3,744 shares; 2025Q1: 3,875 shares; 2025Q2: 4,322 shares; 2025Q3: 4,419 shares; 2025Q4: 4,624 shares; 2026Q1: 5,053 shares; 2026Q2: 20,451 shares 20,451 $2.54M 1.14% +15,398 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: 6,481 shares; 2024Q4: 6,488 shares; 2025Q1: 6,409 shares; 2025Q2: 6,440 shares; 2025Q3: 6,405 shares; 2025Q4: 6,408 shares; 2026Q1: 6,987 shares; 2026Q2: 6,769 shares 6,769 $2.22M 1% -218 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,934 shares; 2025Q3: 2,741 shares; 2025Q4: 3,439 shares; 2026Q1: 3,656 shares; 2026Q2: 3,899 shares 3,899 $1.47M 0.66% +243 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,750 shares; 2024Q4: 11,000 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 51,325 shares; 2025Q4: 56,000 shares; 2026Q1: 57,875 shares; 2026Q2: 58,075 shares 58,075 $1.36M 0.61% +200 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: 4,909 shares; 2024Q4: 4,761 shares; 2025Q1: 4,949 shares; 2025Q2: 4,946 shares; 2025Q3: 4,944 shares; 2025Q4: 5,383 shares; 2026Q1: 5,372 shares; 2026Q2: 5,270 shares 5,270 $1.33M 0.6% -102 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 775 shares; 2025Q1: 628 shares; 2025Q2: 583 shares; 2025Q3: 1,071 shares; 2025Q4: 1,124 shares; 2026Q1: 1,045 shares; 2026Q2: 1,065 shares 1,065 $1.28M 0.57% +20 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: not reported; 2026Q2: 10,115 shares 10,115 $1.26M 0.57% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,699 shares; 2024Q4: 4,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,948 shares; 2025Q4: 14,847 shares; 2026Q1: 14,335 shares; 2026Q2: 14,952 shares 14,952 $1.15M 0.52% +617 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 51,781 shares; 2025Q4: 52,496 shares; 2026Q1: 52,258 shares; 2026Q2: 50,599 shares 50,599 $1.13M 0.51% -1,659 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: 8,636 shares; 2024Q4: 8,497 shares; 2025Q1: 8,501 shares; 2025Q2: 8,283 shares; 2025Q3: 8,161 shares; 2025Q4: 8,112 shares; 2026Q1: 8,614 shares; 2026Q2: 8,177 shares 8,177 $1.12M 0.5% -437 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,418 shares; 2024Q4: 10,654 shares; 2025Q1: 10,771 shares; 2025Q2: 11,013 shares; 2025Q3: 11,190 shares; 2025Q4: 11,367 shares; 2026Q1: 11,295 shares; 2026Q2: 11,447 shares 11,447 $1.03M 0.46% +152 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,865 shares; 2025Q4: 4,665 shares; 2026Q1: 4,916 shares; 2026Q2: 5,301 shares 5,301 $1.02M 0.46% +385 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: 2,375 shares; 2024Q4: 485 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 1,265 shares; 2025Q4: 1,470 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $996K 0.45% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,643 shares; 2024Q4: 31,013 shares; 2025Q1: 34,286 shares; 2025Q2: 35,289 shares; 2025Q3: 35,326 shares; 2025Q4: 35,337 shares; 2026Q1: 35,434 shares; 2026Q2: 34,124 shares 34,124 $941K 0.42% -1,310 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,699 shares; 2024Q4: 6,687 shares; 2025Q1: 6,515 shares; 2025Q2: 6,634 shares; 2025Q3: 7,425 shares; 2025Q4: 7,995 shares; 2026Q1: 8,068 shares; 2026Q2: 8,340 shares 8,340 $941K 0.42% +272 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,239 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,115 shares 2,115 $913K 0.41% -125 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,507 shares 16,507 $865K 0.39% new 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: 2,622 shares; 2024Q4: 2,647 shares; 2025Q1: 2,623 shares; 2025Q2: 2,617 shares; 2025Q3: 2,521 shares; 2025Q4: 2,671 shares; 2026Q1: 2,871 shares; 2026Q2: 3,467 shares 3,467 $840K 0.38% +596 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,073 shares; 2025Q4: 1,838 shares; 2026Q1: 1,605 shares; 2026Q2: 1,568 shares 1,568 $799K 0.36% -37 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: 864 shares; 2024Q4: 553 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $798K 0.36% 0 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: 3,706 shares; 2024Q4: 3,706 shares; 2025Q1: 3,706 shares; 2025Q2: 4,506 shares; 2025Q3: 4,806 shares; 2025Q4: 7,106 shares; 2026Q1: 7,356 shares; 2026Q2: 7,373 shares 7,373 $662K 0.3% +17 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: 1,663 shares; 2024Q4: 1,393 shares; 2025Q1: 1,308 shares; 2025Q2: 1,296 shares; 2025Q3: 1,306 shares; 2025Q4: 1,326 shares; 2026Q1: 1,291 shares; 2026Q2: 1,173 shares 1,173 $661K 0.3% -118 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,753 shares; 2025Q1: 2,706 shares; 2025Q2: 2,871 shares; 2025Q3: 2,884 shares; 2025Q4: 3,070 shares; 2026Q1: 2,996 shares; 2026Q2: 2,996 shares 2,996 $655K 0.29% 0 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: 9,816 shares; 2024Q4: 8,733 shares; 2025Q1: 9,279 shares; 2025Q2: 9,259 shares; 2025Q3: 8,952 shares; 2025Q4: 9,006 shares; 2026Q1: 9,045 shares; 2026Q2: 9,020 shares 9,020 $649K 0.29% -25 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: 5,656 shares; 2024Q4: 5,656 shares; 2025Q1: 5,637 shares; 2025Q2: 5,640 shares; 2025Q3: 5,674 shares; 2025Q4: 5,474 shares; 2026Q1: 5,426 shares; 2026Q2: 5,429 shares 5,429 $615K 0.28% +3 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,214 shares; 2024Q4: 9,264 shares; 2025Q1: 9,414 shares; 2025Q2: 9,414 shares; 2025Q3: 9,410 shares; 2025Q4: 9,485 shares; 2026Q1: 9,495 shares; 2026Q2: 9,170 shares 9,170 $614K 0.28% -325 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,950 shares; 2024Q4: 7,925 shares; 2025Q1: 7,325 shares; 2025Q2: 7,225 shares; 2025Q3: 7,025 shares; 2025Q4: 6,875 shares; 2026Q1: 6,770 shares; 2026Q2: 6,670 shares 6,670 $603K 0.27% -100 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: 11,798 shares; 2024Q4: 13,563 shares; 2025Q1: 16,449 shares; 2025Q2: 20,411 shares; 2025Q3: 22,494 shares; 2025Q4: 23,497 shares; 2026Q1: 24,645 shares; 2026Q2: 25,029 shares 25,029 $603K 0.27% +384 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,629 shares; 2025Q2: 15,367 shares; 2025Q3: 14,994 shares; 2025Q4: 14,854 shares; 2026Q1: 14,586 shares; 2026Q2: 14,236 shares 14,236 $531K 0.24% -350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,773 shares; 2025Q4: 26,834 shares; 2026Q1: 26,889 shares; 2026Q2: 26,941 shares 26,941 $515K 0.23% +52 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: 1,022 shares; 2024Q4: 1,002 shares; 2025Q1: 837 shares; 2025Q2: 834 shares; 2025Q3: 799 shares; 2025Q4: 8,089 shares; 2026Q1: 7,426 shares; 2026Q2: 6,926 shares 6,926 $495K 0.22% -500 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: 353 shares; 2025Q4: 378 shares; 2026Q1: 420 shares; 2026Q2: 407 shares 407 $478K 0.21% -13 Timeline UFOX 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: 4,784 shares; 2025Q3: 4,820 shares; 2025Q4: 4,767 shares; 2026Q1: 4,768 shares; 2026Q2: 4,988 shares 4,988 $474K 0.21% +220 Timeline IYE 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: 6,725 shares; 2025Q4: 7,427 shares; 2026Q1: 7,929 shares; 2026Q2: 8,283 shares 8,283 $469K 0.21% +354 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,225 shares; 2025Q1: 970 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 903 shares 903 $464K 0.21% -15 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: 1,740 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,275 shares 1,275 $456K 0.2% -50 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,076 shares; 2025Q2: 10,976 shares; 2025Q3: 8,765 shares; 2025Q4: 11,043 shares; 2026Q1: 10,985 shares; 2026Q2: 11,546 shares 11,546 $453K 0.2% +561 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,674 shares; 2025Q1: 1,676 shares; 2025Q2: 1,939 shares; 2025Q3: 2,026 shares; 2025Q4: 1,848 shares; 2026Q1: 1,201 shares; 2026Q2: 1,203 shares 1,203 $414K 0.19% +2 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: 2,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $407K 0.18% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,364 shares; 2025Q1: 2,353 shares; 2025Q2: 3,452 shares; 2025Q3: 3,455 shares; 2025Q4: 3,358 shares; 2026Q1: 3,361 shares; 2026Q2: 2,739 shares 2,739 $402K 0.18% -622 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 1,050 shares; 2026Q1: 1,055 shares; 2026Q2: 1,075 shares 1,075 $401K 0.18% +20 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: 1,659 shares; 2024Q4: 634 shares; 2025Q1: 952 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 915 shares 915 $385K 0.17% +19 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,151 shares; 2025Q1: not reported; 2025Q2: 1,113 shares; 2025Q3: 1,324 shares; 2025Q4: 2,094 shares; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $377K 0.17% 0 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: 2,107 shares; 2024Q4: 2,134 shares; 2025Q1: 2,085 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,066 shares; 2026Q2: 2,016 shares 2,016 $373K 0.17% -50 Timeline KBE 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: 4,897 shares; 2024Q4: 4,798 shares; 2025Q1: 5,337 shares; 2025Q2: 5,340 shares; 2025Q3: 5,343 shares; 2025Q4: 5,421 shares; 2026Q1: 5,604 shares; 2026Q2: 5,290 shares 5,290 $361K 0.16% -314 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: 13,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,066 shares; 2025Q4: 7,891 shares; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $349K 0.16% 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: 919 shares; 2024Q4: 919 shares; 2025Q1: 910 shares; 2025Q2: 900 shares; 2025Q3: 1,027 shares; 2025Q4: 943 shares; 2026Q1: 965 shares; 2026Q2: 943 shares 943 $347K 0.16% -22 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,393 shares; 2026Q1: 4,393 shares; 2026Q2: 4,393 shares 4,393 $342K 0.15% 0 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: 5,554 shares; 2024Q4: 5,577 shares; 2025Q1: 5,529 shares; 2025Q2: 5,532 shares; 2025Q3: 4,671 shares; 2025Q4: 4,675 shares; 2026Q1: 4,475 shares; 2026Q2: 4,478 shares 4,478 $336K 0.15% +3 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,885 shares; 2025Q1: 6,356 shares; 2025Q2: 6,311 shares; 2025Q3: 6,503 shares; 2025Q4: 6,863 shares; 2026Q1: 6,994 shares; 2026Q2: 6,583 shares 6,583 $334K 0.15% -411 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 794 shares; 2025Q1: 811 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $334K 0.15% 0 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY 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: 5,294 shares; 2026Q1: 5,672 shares; 2026Q2: 6,566 shares 6,566 $329K 0.15% +894 Timeline OUSA 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: 11,303 shares; 2024Q4: 11,503 shares; 2025Q1: 10,849 shares; 2025Q2: 11,313 shares; 2025Q3: 12,386 shares; 2025Q4: 10,253 shares; 2026Q1: 5,685 shares; 2026Q2: 5,537 shares 5,537 $323K 0.15% -148 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,655 shares; 2026Q1: 1,623 shares; 2026Q2: 1,698 shares 1,698 $322K 0.14% +75 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,583 shares; 2025Q1: 4,033 shares; 2025Q2: 4,033 shares; 2025Q3: 4,438 shares; 2025Q4: 4,588 shares; 2026Q1: 4,588 shares; 2026Q2: 4,418 shares 4,418 $321K 0.14% -170 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 1,343 shares; 2025Q1: 1,396 shares; 2025Q2: 1,299 shares; 2025Q3: 1,302 shares; 2025Q4: 823 shares; 2026Q1: 878 shares; 2026Q2: 895 shares 895 $316K 0.14% +17 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: 1,376 shares; 2024Q4: 1,377 shares; 2025Q1: 1,378 shares; 2025Q2: 1,380 shares; 2025Q3: 1,381 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $312K 0.14% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $312K 0.14% 0 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: 1,927 shares; 2024Q4: 2,032 shares; 2025Q1: 1,800 shares; 2025Q2: 1,779 shares; 2025Q3: 1,455 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $310K 0.14% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,572 shares; 2024Q4: 4,454 shares; 2025Q1: 4,103 shares; 2025Q2: 3,981 shares; 2025Q3: 3,434 shares; 2025Q4: 3,214 shares; 2026Q1: 2,915 shares; 2026Q2: 2,916 shares 2,916 $298K 0.13% +1 Timeline PHYL 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: 8,963 shares; 2024Q4: 7,761 shares; 2025Q1: 8,197 shares; 2025Q2: 8,292 shares; 2025Q3: 7,026 shares; 2025Q4: 7,132 shares; 2026Q1: 7,735 shares; 2026Q2: 8,321 shares 8,321 $290K 0.13% +586 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares; 2026Q1: 3,346 shares; 2026Q2: 3,046 shares 3,046 $290K 0.13% -300 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,752 shares; 2024Q4: 3,633 shares; 2025Q1: 4,078 shares; 2025Q2: 4,178 shares; 2025Q3: 4,140 shares; 2025Q4: 3,897 shares; 2026Q1: 3,472 shares; 2026Q2: 3,192 shares 3,192 $284K 0.13% -280 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 758 shares 758 $283K 0.13% new 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: 2,633 shares; 2024Q4: 1,829 shares; 2025Q1: 2,320 shares; 2025Q2: 1,804 shares; 2025Q3: 1,805 shares; 2025Q4: 1,816 shares; 2026Q1: 1,805 shares; 2026Q2: 1,653 shares 1,653 $262K 0.12% -152 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,230 shares; 2025Q4: 5,200 shares; 2026Q1: 5,220 shares; 2026Q2: 5,239 shares 5,239 $250K 0.11% +19 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares; 2026Q2: 1,910 shares 1,910 $243K 0.11% +201 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,443 shares; 2025Q1: not reported; 2025Q2: 1,252 shares; 2025Q3: 1,257 shares; 2025Q4: not reported; 2026Q1: 942 shares; 2026Q2: 945 shares 945 $242K 0.11% +3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 1,058 shares 1,058 $237K 0.11% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 5,025 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $235K 0.11% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,058 shares 1,058 $234K 0.11% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,921 shares; 2026Q2: 1,815 shares 1,815 $233K 0.1% -106 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,819 shares 1,819 $232K 0.1% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,271 shares; 2025Q4: 2,271 shares; 2026Q1: 2,271 shares; 2026Q2: 2,271 shares 2,271 $230K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,262 shares; 2026Q1: 6,288 shares; 2026Q2: 6,174 shares 6,174 $227K 0.1% -114 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,975 shares; 2026Q2: 5,035 shares 5,035 $217K 0.1% -7,940 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: not reported; 2026Q2: 104 shares 104 $216K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $213K 0.1% 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: 738 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: not reported; 2026Q2: 744 shares 744 $209K 0.09% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: not reported; 2026Q2: 943 shares 943 $204K 0.09% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,905 shares; 2024Q4: 28,121 shares; 2025Q1: 29,744 shares; 2025Q2: 29,978 shares; 2025Q3: 31,944 shares; 2025Q4: 31,664 shares; 2026Q1: 31,904 shares; 2026Q2: 32,152 shares 32,152 $182K 0.08% +248 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,966 shares; 2024Q4: not reported; 2025Q1: 14,167 shares; 2025Q2: 14,351 shares; 2025Q3: 14,396 shares; 2025Q4: 13,962 shares; 2026Q1: 13,980 shares; 2026Q2: 13,586 shares 13,586 $162K 0.07% -394 Timeline