FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 53,879 shares; 2025Q2: 2,079,283 shares; 2025Q3: 2,275,130 shares; 2025Q4: 3,460,963 shares; 2026Q1: 3,637,188 shares; 2026Q2: 4,088,085 shares; 2026Q3: 4,177,251 shares 4,177,251 $167M 12.81% +89,166 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; 2024Q4: 1,291,397 shares; 2025Q1: 1,263,855 shares; 2025Q2: 1,301,740 shares; 2025Q3: 1,299,719 shares; 2025Q4: 1,473,080 shares; 2026Q1: 1,324,964 shares; 2026Q2: 1,308,727 shares; 2026Q3: 1,320,352 shares 1,320,352 $163M 12.49% +11,625 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615,732 shares; 2025Q1: 646,054 shares; 2025Q2: 698,710 shares; 2025Q3: 746,658 shares; 2025Q4: 643,355 shares; 2026Q1: 639,008 shares; 2026Q2: 771,561 shares; 2026Q3: 781,591 shares 781,591 $136M 10.47% +10,030 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,540,954 shares; 2025Q1: 1,588,150 shares; 2025Q2: 1,547,892 shares; 2025Q3: 1,507,600 shares; 2025Q4: 1,469,234 shares; 2026Q1: 1,412,447 shares; 2026Q2: 1,360,734 shares; 2026Q3: 1,335,225 shares 1,335,225 $123M 9.45% -25,509 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; 2024Q4: 903 shares; 2025Q1: 4,732 shares; 2025Q2: 117,235 shares; 2025Q3: 133,552 shares; 2025Q4: 140,174 shares; 2026Q1: 145,769 shares; 2026Q2: 156,223 shares; 2026Q3: 164,229 shares 164,229 $115M 8.85% +8,006 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 924,601 shares; 2025Q1: 985,094 shares; 2025Q2: 996,058 shares; 2025Q3: 1,045,340 shares; 2025Q4: 1,081,981 shares; 2026Q1: 1,103,819 shares; 2026Q2: 1,662,025 shares; 2026Q3: 2,127,337 shares 2,127,337 $95.5M 7.34% +465,312 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844,698 shares; 2026Q2: 1,388,561 shares; 2026Q3: 1,630,290 shares 1,630,290 $70.6M 5.43% +241,729 Timeline JMEE 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; 2024Q4: 820,004 shares; 2025Q1: 755,850 shares; 2025Q2: 799,983 shares; 2025Q3: 819,349 shares; 2025Q4: 618,971 shares; 2026Q1: 617,077 shares; 2026Q2: 633,091 shares; 2026Q3: 641,438 shares 641,438 $47.2M 3.63% +8,347 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; 2024Q4: 197,810 shares; 2025Q1: 191,973 shares; 2025Q2: 192,931 shares; 2025Q3: 194,626 shares; 2025Q4: 186,738 shares; 2026Q1: 147,205 shares; 2026Q2: 113,417 shares; 2026Q3: 111,994 shares 111,994 $34.1M 2.62% -1,423 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; 2024Q4: 33,071 shares; 2025Q1: 32,614 shares; 2025Q2: 32,509 shares; 2025Q3: 32,345 shares; 2025Q4: 32,103 shares; 2026Q1: 32,067 shares; 2026Q2: 31,979 shares; 2026Q3: 31,854 shares 31,854 $23.6M 1.81% -125 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,784 shares; 2026Q2: 200,559 shares; 2026Q3: 209,221 shares 209,221 $19.7M 1.51% +8,662 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,418 shares; 2025Q1: 53,860 shares; 2025Q2: 54,332 shares; 2025Q3: 55,368 shares; 2025Q4: 55,039 shares; 2026Q1: 52,328 shares; 2026Q2: 52,784 shares; 2026Q3: 52,776 shares 52,776 $17.6M 1.35% -8 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,298 shares; 2025Q1: 13,692 shares; 2025Q2: 42,198 shares; 2025Q3: 168,784 shares; 2025Q4: 210,658 shares; 2026Q1: 193,452 shares; 2026Q2: 644,912 shares; 2026Q3: 335,941 shares 335,941 $16.8M 1.29% -308,971 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209,628 shares; 2025Q1: 208,815 shares; 2025Q2: 199,698 shares; 2025Q3: 191,324 shares; 2025Q4: 186,379 shares; 2026Q1: 155,157 shares; 2026Q2: 149,415 shares; 2026Q3: 147,233 shares 147,233 $14.3M 1.1% -2,182 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,772 shares; 2025Q1: 125,838 shares; 2025Q2: 122,049 shares; 2025Q3: 121,207 shares; 2025Q4: 38,769 shares; 2026Q1: 36,545 shares; 2026Q2: 36,033 shares; 2026Q3: 35,850 shares 35,850 $11.8M 0.91% -183 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; 2024Q4: 839,679 shares; 2025Q1: 798,966 shares; 2025Q2: 787,898 shares; 2025Q3: 784,973 shares; 2025Q4: 783,831 shares; 2026Q1: 776,957 shares; 2026Q2: 548,569 shares; 2026Q3: 522,594 shares 522,594 $11.8M 0.91% -25,975 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,598 shares; 2025Q1: 275,305 shares; 2025Q2: 254,892 shares; 2025Q3: 248,473 shares; 2025Q4: 244,443 shares; 2026Q1: 213,495 shares; 2026Q2: 206,219 shares; 2026Q3: 201,317 shares 201,317 $10.6M 0.82% -4,902 Timeline VCRM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 133,145 shares 133,145 $9.53M 0.73% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 416,364 shares; 2025Q1: 423,089 shares; 2025Q2: 426,383 shares; 2025Q3: 420,733 shares; 2025Q4: 368,892 shares; 2026Q1: 360,120 shares; 2026Q2: 374,419 shares; 2026Q3: 372,035 shares 372,035 $8.73M 0.67% -2,384 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; 2024Q4: 65,327 shares; 2025Q1: 151,099 shares; 2025Q2: 154,233 shares; 2025Q3: 179,171 shares; 2025Q4: 189,195 shares; 2026Q1: 193,108 shares; 2026Q2: 191,269 shares; 2026Q3: 204,455 shares 204,455 $8.24M 0.63% +13,186 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; 2024Q4: 18,012 shares; 2025Q1: 18,030 shares; 2025Q2: 19,484 shares; 2025Q3: 19,484 shares; 2025Q4: 19,453 shares; 2026Q1: 19,501 shares; 2026Q2: 19,503 shares; 2026Q3: 19,545 shares 19,545 $7.31M 0.56% +42 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,553 shares; 2025Q1: 27,219 shares; 2025Q2: 31,768 shares; 2025Q3: 33,274 shares; 2025Q4: 33,325 shares; 2026Q1: 30,341 shares; 2026Q2: 30,960 shares; 2026Q3: 31,955 shares 31,955 $7.3M 0.56% +995 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; 2024Q4: 79,474 shares; 2025Q1: 76,961 shares; 2025Q2: 70,515 shares; 2025Q3: 70,884 shares; 2025Q4: 69,827 shares; 2026Q1: 71,365 shares; 2026Q2: 76,080 shares; 2026Q3: 78,022 shares 78,022 $7M 0.54% +1,942 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,976 shares; 2025Q1: 12,807 shares; 2025Q2: 14,732 shares; 2025Q3: 14,951 shares; 2025Q4: 14,738 shares; 2026Q1: 13,459 shares; 2026Q2: 13,082 shares; 2026Q3: 13,547 shares 13,547 $6.95M 0.53% +465 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; 2024Q4: 798,060 shares; 2025Q1: 633,534 shares; 2025Q2: 631,985 shares; 2025Q3: 618,500 shares; 2025Q4: 590,941 shares; 2026Q1: 168,464 shares; 2026Q2: 132,279 shares; 2026Q3: 135,859 shares 135,859 $6.86M 0.53% +3,580 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,584 shares; 2025Q2: 54,486 shares; 2025Q3: 53,819 shares; 2025Q4: 53,819 shares; 2026Q1: 55,036 shares; 2026Q2: 60,138 shares; 2026Q3: 57,617 shares 57,617 $6.08M 0.47% -2,521 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,186 shares; 2025Q2: 17,056 shares; 2025Q3: 36,991 shares; 2025Q4: 44,230 shares; 2026Q1: 49,465 shares; 2026Q2: 65,984 shares; 2026Q3: 48,767 shares 48,767 $5.1M 0.39% -17,217 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,676 shares; 2025Q1: 50,583 shares; 2025Q2: 49,932 shares; 2025Q3: 47,251 shares; 2025Q4: 45,523 shares; 2026Q1: 44,416 shares; 2026Q2: 43,748 shares; 2026Q3: 43,233 shares 43,233 $4.52M 0.35% -515 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; 2024Q4: 14,792 shares; 2025Q1: 15,718 shares; 2025Q2: 18,144 shares; 2025Q3: 18,810 shares; 2025Q4: 18,378 shares; 2026Q1: 17,052 shares; 2026Q2: 17,647 shares; 2026Q3: 18,095 shares 18,095 $4.51M 0.35% +448 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,363 shares; 2025Q1: 11,048 shares; 2025Q2: 12,713 shares; 2025Q3: 12,680 shares; 2025Q4: 12,883 shares; 2026Q1: 11,959 shares; 2026Q2: 12,294 shares; 2026Q3: 12,754 shares 12,754 $4.48M 0.34% +460 Timeline JMUB 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; 2024Q4: 234,837 shares; 2025Q1: 251,525 shares; 2025Q2: 197,565 shares; 2025Q3: 204,197 shares; 2025Q4: 211,321 shares; 2026Q1: 217,554 shares; 2026Q2: 484,965 shares; 2026Q3: 88,469 shares 88,469 $4.21M 0.32% -396,496 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,329 shares; 2025Q1: 203,085 shares; 2025Q2: 121,008 shares; 2025Q3: 115,637 shares; 2025Q4: 112,966 shares; 2026Q1: 69,710 shares; 2026Q2: 68,313 shares; 2026Q3: 62,051 shares 62,051 $3.91M 0.3% -6,262 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,145 shares; 2025Q3: 158,792 shares; 2025Q4: 181,465 shares; 2026Q1: 176,508 shares; 2026Q2: 171,113 shares; 2026Q3: 162,868 shares 162,868 $3.7M 0.28% -8,245 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,836 shares; 2025Q1: 14,838 shares; 2025Q2: 14,791 shares; 2025Q3: 14,986 shares; 2025Q4: 14,228 shares; 2026Q1: 14,109 shares; 2026Q2: 14,062 shares; 2026Q3: 14,048 shares 14,048 $3.67M 0.28% -14 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,090 shares; 2025Q1: 10,098 shares; 2025Q2: 10,222 shares; 2025Q3: 10,393 shares; 2025Q4: 10,544 shares; 2026Q1: 10,250 shares; 2026Q2: 9,723 shares; 2026Q3: 9,639 shares 9,639 $3.46M 0.27% -84 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,908 shares; 2025Q1: 6,910 shares; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 6,997 shares; 2026Q1: 6,937 shares; 2026Q2: 6,883 shares; 2026Q3: 6,883 shares 6,883 $3.13M 0.24% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,237 shares; 2025Q1: 22,275 shares; 2025Q2: 24,453 shares; 2025Q3: 25,069 shares; 2025Q4: 24,360 shares; 2026Q1: 27,180 shares; 2026Q2: 27,737 shares; 2026Q3: 26,504 shares 26,504 $2.75M 0.21% -1,233 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; 2024Q4: 7,074 shares; 2025Q1: 7,196 shares; 2025Q2: 8,038 shares; 2025Q3: 8,191 shares; 2025Q4: 7,917 shares; 2026Q1: 7,475 shares; 2026Q2: 7,772 shares; 2026Q3: 8,037 shares 8,037 $2.66M 0.2% +265 Timeline SPLV 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; 2024Q4: 37,311 shares; 2025Q1: 34,399 shares; 2025Q2: 34,122 shares; 2025Q3: 33,836 shares; 2025Q4: 34,655 shares; 2026Q1: 34,742 shares; 2026Q2: 34,487 shares; 2026Q3: 34,322 shares 34,322 $2.42M 0.19% -165 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,215 shares; 2025Q1: 16,977 shares; 2025Q2: 16,503 shares; 2025Q3: 16,576 shares; 2025Q4: 16,538 shares; 2026Q1: 16,531 shares; 2026Q2: 16,669 shares; 2026Q3: 16,757 shares 16,757 $2.38M 0.18% +88 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,745 shares; 2025Q2: 49,861 shares; 2025Q3: 49,861 shares; 2025Q4: 49,862 shares; 2026Q1: 51,000 shares; 2026Q2: 53,814 shares; 2026Q3: 51,562 shares 51,562 $2.36M 0.18% -2,252 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,839 shares; 2025Q1: 5,114 shares; 2025Q2: 7,166 shares; 2025Q3: 7,758 shares; 2025Q4: 7,341 shares; 2026Q1: 5,567 shares; 2026Q2: 6,061 shares; 2026Q3: 6,387 shares 6,387 $2.2M 0.17% +326 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,797 shares; 2025Q1: 44,742 shares; 2025Q2: 45,626 shares; 2025Q3: 45,666 shares; 2025Q4: 45,580 shares; 2026Q1: 18,190 shares; 2026Q2: 18,970 shares; 2026Q3: 18,484 shares 18,484 $2.07M 0.16% -486 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; 2024Q4: 403 shares; 2025Q1: 1,032 shares; 2025Q2: 1,311 shares; 2025Q3: 1,369 shares; 2025Q4: 1,413 shares; 2026Q1: 1,321 shares; 2026Q2: 1,453 shares; 2026Q3: 1,526 shares 1,526 $1.77M 0.14% +73 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; 2024Q4: 4,886 shares; 2025Q1: 3,162 shares; 2025Q2: 2,946 shares; 2025Q3: 3,026 shares; 2025Q4: 3,060 shares; 2026Q1: 2,825 shares; 2026Q2: 2,878 shares; 2026Q3: 2,850 shares 2,850 $1.74M 0.13% -28 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,789 shares; 2025Q2: 11,106 shares; 2025Q3: 11,143 shares; 2025Q4: 11,106 shares; 2026Q1: 11,382 shares; 2026Q2: 12,440 shares; 2026Q3: 11,948 shares 11,948 $1.73M 0.13% -492 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,262 shares; 2025Q1: 11,864 shares; 2025Q2: 11,677 shares; 2025Q3: 11,153 shares; 2025Q4: 11,622 shares; 2026Q1: 11,223 shares; 2026Q2: 11,180 shares; 2026Q3: 11,047 shares 11,047 $1.68M 0.13% -133 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,204 shares; 2025Q1: 61,311 shares; 2025Q2: 61,311 shares; 2025Q3: 62,862 shares; 2025Q4: 62,960 shares; 2026Q1: 58,947 shares; 2026Q2: 53,850 shares; 2026Q3: 53,874 shares 53,874 $1.65M 0.13% +24 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,445 shares; 2025Q1: 7,370 shares; 2025Q2: 7,455 shares; 2025Q3: 7,446 shares; 2025Q4: 8,058 shares; 2026Q1: 7,926 shares; 2026Q2: 7,968 shares; 2026Q3: 7,842 shares 7,842 $1.46M 0.11% -126 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,121 shares; 2026Q3: 29,607 shares 29,607 $1.44M 0.11% +2,486 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,104 shares; 2025Q3: 17,104 shares; 2025Q4: 17,411 shares; 2026Q1: 17,510 shares; 2026Q2: 17,979 shares; 2026Q3: 16,735 shares 16,735 $1.44M 0.11% -1,244 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,675 shares; 2025Q1: 9,452 shares; 2025Q2: 9,464 shares; 2025Q3: 8,968 shares; 2025Q4: 7,569 shares; 2026Q1: 6,851 shares; 2026Q2: 6,486 shares; 2026Q3: 6,426 shares 6,426 $1.43M 0.11% -60 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,750,073 shares; 2025Q1: 1,712,205 shares; 2025Q2: 50,738 shares; 2025Q3: 47,693 shares; 2025Q4: 44,328 shares; 2026Q1: 38,281 shares; 2026Q2: 33,909 shares; 2026Q3: 33,814 shares 33,814 $1.42M 0.11% -95 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; 2024Q4: 6,544 shares; 2025Q1: 6,544 shares; 2025Q2: 5,847 shares; 2025Q3: 15,888 shares; 2025Q4: 27,418 shares; 2026Q1: 23,884 shares; 2026Q2: 24,867 shares; 2026Q3: 29,597 shares 29,597 $1.42M 0.11% +4,730 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; 2024Q4: 1,190 shares; 2025Q1: 1,362 shares; 2025Q2: 1,735 shares; 2025Q3: 1,820 shares; 2025Q4: 1,801 shares; 2026Q1: 1,431 shares; 2026Q2: 1,856 shares; 2026Q3: 1,931 shares 1,931 $1.4M 0.11% +75 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,698 shares; 2025Q1: 20,790 shares; 2025Q2: 22,016 shares; 2025Q3: 22,016 shares; 2025Q4: 21,179 shares; 2026Q1: 32,385 shares; 2026Q2: 31,159 shares; 2026Q3: 30,066 shares 30,066 $1.35M 0.1% -1,093 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; 2024Q4: 1,774 shares; 2025Q1: 1,704 shares; 2025Q2: 1,881 shares; 2025Q3: 1,882 shares; 2025Q4: 1,901 shares; 2026Q1: 1,762 shares; 2026Q2: 1,728 shares; 2026Q3: 1,702 shares 1,702 $1.3M 0.1% -26 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,934 shares; 2025Q3: 28,194 shares; 2025Q4: 33,247 shares; 2026Q1: 32,251 shares; 2026Q2: 30,263 shares; 2026Q3: 30,133 shares 30,133 $1.28M 0.1% -130 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,392 shares; 2025Q3: 20,552 shares; 2025Q4: 25,522 shares; 2026Q1: 25,607 shares; 2026Q2: 25,607 shares; 2026Q3: 25,693 shares 25,693 $1.28M 0.1% +86 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,933 shares; 2025Q1: 12,850 shares; 2025Q2: 13,046 shares; 2025Q3: 13,014 shares; 2025Q4: 12,499 shares; 2026Q1: 12,736 shares; 2026Q2: 12,735 shares; 2026Q3: 12,830 shares 12,830 $1.27M 0.1% +95 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; 2024Q4: 2,477 shares; 2025Q1: 2,611 shares; 2025Q2: 2,518 shares; 2025Q3: 2,600 shares; 2025Q4: 2,597 shares; 2026Q1: 2,363 shares; 2026Q2: 2,501 shares; 2026Q3: 2,515 shares 2,515 $1.25M 0.1% +14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,547 shares; 2026Q3: 24,348 shares 24,348 $1.2M 0.09% -3,199 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,266 shares; 2025Q3: 6,858 shares; 2025Q4: 16,960 shares; 2026Q1: 16,620 shares; 2026Q2: 14,735 shares; 2026Q3: 15,283 shares 15,283 $1.17M 0.09% +548 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; 2024Q4: 5,457 shares; 2025Q1: 5,485 shares; 2025Q2: 4,928 shares; 2025Q3: 5,163 shares; 2025Q4: 5,016 shares; 2026Q1: 5,025 shares; 2026Q2: 5,008 shares; 2026Q3: 5,120 shares 5,120 $1.13M 0.09% +112 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,510 shares; 2026Q3: 9,305 shares 9,305 $1.12M 0.09% +2,795 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; 2024Q4: 4,048 shares; 2025Q1: 3,762 shares; 2025Q2: 4,012 shares; 2025Q3: 3,533 shares; 2025Q4: 3,773 shares; 2026Q1: 3,763 shares; 2026Q2: 5,179 shares; 2026Q3: 5,137 shares 5,137 $1.11M 0.09% -42 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,423 shares; 2025Q1: 4,360 shares; 2025Q2: 4,100 shares; 2025Q3: 4,115 shares; 2025Q4: 4,157 shares; 2026Q1: 4,057 shares; 2026Q2: 4,103 shares; 2026Q3: 3,360 shares 3,360 $1.1M 0.08% -743 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,783 shares; 2025Q1: 28,675 shares; 2025Q2: 24,345 shares; 2025Q3: 22,919 shares; 2025Q4: 22,687 shares; 2026Q1: 21,873 shares; 2026Q2: 21,529 shares; 2026Q3: 21,379 shares 21,379 $1.02M 0.08% -150 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,719 shares; 2025Q1: 2,800 shares; 2025Q2: 2,866 shares; 2025Q3: 2,891 shares; 2025Q4: 2,915 shares; 2026Q1: 2,884 shares; 2026Q2: 2,910 shares; 2026Q3: 2,910 shares 2,910 $992K 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,872 shares; 2025Q1: 3,938 shares; 2025Q2: 3,947 shares; 2025Q3: 3,992 shares; 2025Q4: 3,887 shares; 2026Q1: 3,852 shares; 2026Q2: 3,866 shares; 2026Q3: 3,876 shares 3,876 $990K 0.08% +10 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,260 shares; 2025Q1: 2,307 shares; 2025Q2: 2,318 shares; 2025Q3: 2,399 shares; 2025Q4: 2,067 shares; 2026Q1: 1,482 shares; 2026Q2: 1,547 shares; 2026Q3: 1,734 shares 1,734 $956K 0.07% +187 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; 2024Q4: 18,247 shares; 2025Q1: 17,538 shares; 2025Q2: 19,200 shares; 2025Q3: 19,471 shares; 2025Q4: 18,997 shares; 2026Q1: 19,100 shares; 2026Q2: 18,723 shares; 2026Q3: 16,956 shares 16,956 $953K 0.07% -1,767 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,749 shares; 2025Q1: 2,014 shares; 2025Q2: 2,452 shares; 2025Q3: 2,433 shares; 2025Q4: 2,697 shares; 2026Q1: 2,274 shares; 2026Q2: 2,950 shares; 2026Q3: 3,414 shares 3,414 $904K 0.07% +464 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,222 shares; 2026Q2: 40,658 shares; 2026Q3: 40,888 shares 40,888 $896K 0.07% +230 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,599 shares; 2025Q2: 16,350 shares; 2025Q3: 16,350 shares; 2025Q4: 16,350 shares; 2026Q1: 16,631 shares; 2026Q2: 17,688 shares; 2026Q3: 17,081 shares 17,081 $873K 0.07% -607 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,752 shares; 2026Q1: 36,752 shares; 2026Q2: 36,752 shares; 2026Q3: 36,752 shares 36,752 $868K 0.07% 0 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; 2024Q4: 8,926 shares; 2025Q1: 8,452 shares; 2025Q2: 8,092 shares; 2025Q3: 8,026 shares; 2025Q4: 8,417 shares; 2026Q1: 7,833 shares; 2026Q2: 8,082 shares; 2026Q3: 7,970 shares 7,970 $858K 0.07% -112 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; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares; 2026Q2: 9,030 shares; 2026Q3: 9,288 shares 9,288 $837K 0.06% +258 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,859 shares; 2025Q1: 8,836 shares; 2025Q2: 8,836 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares; 2026Q1: 8,640 shares; 2026Q2: 8,467 shares; 2026Q3: 8,467 shares 8,467 $829K 0.06% 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; 2024Q4: 932 shares; 2025Q1: 977 shares; 2025Q2: 1,013 shares; 2025Q3: 1,037 shares; 2025Q4: 1,050 shares; 2026Q1: 944 shares; 2026Q2: 973 shares; 2026Q3: 971 shares 971 $788K 0.06% -2 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; 2024Q4: 9,096 shares; 2025Q1: 9,053 shares; 2025Q2: 8,717 shares; 2025Q3: 8,116 shares; 2025Q4: 6,960 shares; 2026Q1: 6,449 shares; 2026Q2: 5,667 shares; 2026Q3: 5,411 shares 5,411 $786K 0.06% -256 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,921 shares; 2025Q1: 6,227 shares; 2025Q2: 6,149 shares; 2025Q3: 6,331 shares; 2025Q4: 6,260 shares; 2026Q1: 6,224 shares; 2026Q2: 6,182 shares; 2026Q3: 6,152 shares 6,152 $770K 0.06% -30 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; 2024Q4: 2,733 shares; 2025Q1: 1,584 shares; 2025Q2: 1,711 shares; 2025Q3: 1,836 shares; 2025Q4: 1,850 shares; 2026Q1: 1,942 shares; 2026Q2: 2,090 shares; 2026Q3: 2,046 shares 2,046 $751K 0.06% -44 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,405 shares; 2025Q4: 22,855 shares; 2026Q1: 25,760 shares; 2026Q2: 19,763 shares; 2026Q3: 16,149 shares 16,149 $750K 0.06% -3,614 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares; 2026Q3: 692 shares 692 $737K 0.06% +182 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,739 shares; 2025Q1: 2,799 shares; 2025Q2: 2,824 shares; 2025Q3: 2,778 shares; 2025Q4: 2,773 shares; 2026Q1: 2,732 shares; 2026Q2: 2,689 shares; 2026Q3: 2,692 shares 2,692 $733K 0.06% +3 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,413 shares; 2026Q2: 5,491 shares; 2026Q3: 9,592 shares 9,592 $725K 0.06% +4,101 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,137 shares; 2025Q1: 12,625 shares; 2025Q2: 12,597 shares; 2025Q3: 11,310 shares; 2025Q4: 8,364 shares; 2026Q1: 7,095 shares; 2026Q2: 7,100 shares; 2026Q3: 7,190 shares 7,190 $715K 0.05% +90 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,621 shares; 2025Q1: 31,169 shares; 2025Q2: 33,413 shares; 2025Q3: 32,638 shares; 2025Q4: 31,625 shares; 2026Q1: 31,884 shares; 2026Q2: 27,582 shares; 2026Q3: 29,218 shares 29,218 $713K 0.05% +1,636 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,106 shares; 2025Q1: 20,252 shares; 2025Q2: 42,106 shares; 2025Q3: 45,054 shares; 2025Q4: 43,651 shares; 2026Q1: 45,562 shares; 2026Q2: 43,965 shares; 2026Q3: 40,491 shares 40,491 $713K 0.05% -3,474 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,448 shares 26,448 $706K 0.05% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,384 shares; 2025Q1: 4,384 shares; 2025Q2: 4,384 shares; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares; 2026Q1: 4,384 shares; 2026Q2: 4,384 shares; 2026Q3: 4,384 shares 4,384 $696K 0.05% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,426 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,930 shares; 2026Q3: 1,219 shares 1,219 $693K 0.05% -711 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; 2024Q4: 10,418 shares; 2025Q1: 9,891 shares; 2025Q2: 9,987 shares; 2025Q3: 11,549 shares; 2025Q4: 11,574 shares; 2026Q1: 10,127 shares; 2026Q2: 9,811 shares; 2026Q3: 9,932 shares 9,932 $688K 0.05% +121 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,985 shares; 2025Q1: 27,180 shares; 2025Q2: 23,180 shares; 2025Q3: 20,614 shares; 2025Q4: 20,533 shares; 2026Q1: 21,594 shares; 2026Q2: 23,439 shares; 2026Q3: 30,612 shares 30,612 $681K 0.05% +7,173 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,771 shares; 2025Q1: 7,518 shares; 2025Q2: 7,367 shares; 2025Q3: 7,136 shares; 2025Q4: 6,929 shares; 2026Q1: 7,283 shares; 2026Q2: 7,292 shares; 2026Q3: 6,665 shares 6,665 $674K 0.05% -627 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,292 shares; 2025Q1: 1,994 shares; 2025Q2: 2,085 shares; 2025Q3: 2,246 shares; 2025Q4: 2,996 shares; 2026Q1: 3,140 shares; 2026Q2: 2,916 shares; 2026Q3: 2,951 shares 2,951 $674K 0.05% +35 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 797 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 792 shares; 2026Q1: 870 shares; 2026Q2: 865 shares; 2026Q3: 871 shares 871 $667K 0.05% +6 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,812 shares; 2025Q1: 1,822 shares; 2025Q2: 1,817 shares; 2025Q3: 1,847 shares; 2025Q4: 1,882 shares; 2026Q1: 1,852 shares; 2026Q2: 1,865 shares; 2026Q3: 1,867 shares 1,867 $664K 0.05% +2 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,957 shares; 2025Q1: 7,824 shares; 2025Q2: 8,824 shares; 2025Q3: 8,636 shares; 2025Q4: 8,636 shares; 2026Q1: 8,437 shares; 2026Q2: 8,661 shares; 2026Q3: 9,146 shares 9,146 $658K 0.05% +485 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,680 shares; 2025Q3: 10,765 shares; 2025Q4: 10,765 shares; 2026Q1: 10,583 shares; 2026Q2: 11,475 shares; 2026Q3: 10,572 shares 10,572 $648K 0.05% -903 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,390 shares; 2025Q1: 10,805 shares; 2025Q2: 8,539 shares; 2025Q3: 6,576 shares; 2025Q4: 7,364 shares; 2026Q1: 7,433 shares; 2026Q2: 11,655 shares; 2026Q3: 14,620 shares 14,620 $645K 0.05% +2,965 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; 2024Q4: 3,402 shares; 2025Q1: 3,296 shares; 2025Q2: 3,420 shares; 2025Q3: 3,348 shares; 2025Q4: 2,738 shares; 2026Q1: 2,600 shares; 2026Q2: 2,389 shares; 2026Q3: 2,233 shares 2,233 $635K 0.05% -156 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; 2024Q4: 4,921 shares; 2025Q1: 4,682 shares; 2025Q2: 4,437 shares; 2025Q3: 4,397 shares; 2025Q4: 4,390 shares; 2026Q1: 3,820 shares; 2026Q2: 3,649 shares; 2026Q3: 4,345 shares 4,345 $631K 0.05% +696 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,018 shares; 2025Q1: 20,353 shares; 2025Q2: 20,353 shares; 2025Q3: 20,353 shares; 2025Q4: 20,353 shares; 2026Q1: 20,353 shares; 2026Q2: 20,353 shares; 2026Q3: 20,353 shares 20,353 $615K 0.05% 0 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,510 shares; 2025Q1: 8,445 shares; 2025Q2: 8,019 shares; 2025Q3: 8,019 shares; 2025Q4: 8,019 shares; 2026Q1: 7,819 shares; 2026Q2: 7,819 shares; 2026Q3: 7,819 shares 7,819 $606K 0.05% 0 Timeline TDIV 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; 2024Q4: 5,213 shares; 2025Q1: 5,213 shares; 2025Q2: 5,213 shares; 2025Q3: 5,213 shares; 2025Q4: 5,213 shares; 2026Q1: 5,213 shares; 2026Q2: 5,213 shares; 2026Q3: 5,213 shares 5,213 $588K 0.05% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,214 shares; 2025Q1: 10,214 shares; 2025Q2: 10,214 shares; 2025Q3: 10,214 shares; 2025Q4: 10,840 shares; 2026Q1: 10,840 shares; 2026Q2: 10,724 shares; 2026Q3: 10,724 shares 10,724 $587K 0.05% 0 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,950 shares; 2025Q2: 10,770 shares; 2025Q3: 10,770 shares; 2025Q4: 11,118 shares; 2026Q1: 13,168 shares; 2026Q2: 14,911 shares; 2026Q3: 14,924 shares 14,924 $586K 0.05% +13 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,377 shares; 2025Q1: 11,836 shares; 2025Q2: 9,925 shares; 2025Q3: 10,936 shares; 2025Q4: 9,558 shares; 2026Q1: 10,976 shares; 2026Q2: 10,784 shares; 2026Q3: 12,026 shares 12,026 $584K 0.04% +1,242 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; 2024Q4: 710,633 shares; 2025Q1: 640,298 shares; 2025Q2: 205,463 shares; 2025Q3: 7,731 shares; 2025Q4: 6,800 shares; 2026Q1: 6,752 shares; 2026Q2: 5,228 shares; 2026Q3: 5,222 shares 5,222 $583K 0.04% -6 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,523 shares; 2025Q1: 1,909 shares; 2025Q2: 1,996 shares; 2025Q3: 2,173 shares; 2025Q4: 2,174 shares; 2026Q1: 1,657 shares; 2026Q2: 1,605 shares; 2026Q3: 1,622 shares 1,622 $576K 0.04% +17 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; 2024Q4: 527 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 4,536 shares; 2026Q3: 4,536 shares 4,536 $570K 0.04% 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; 2024Q4: 2,335 shares; 2025Q1: 2,464 shares; 2025Q2: 1,586 shares; 2025Q3: 1,784 shares; 2025Q4: 1,647 shares; 2026Q1: 1,681 shares; 2026Q2: 2,427 shares; 2026Q3: 2,729 shares 2,729 $557K 0.04% +302 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,091 shares; 2025Q1: 5,164 shares; 2025Q2: 5,093 shares; 2025Q3: 5,065 shares; 2025Q4: 5,322 shares; 2026Q1: 5,341 shares; 2026Q2: 10,229 shares; 2026Q3: 10,251 shares 10,251 $555K 0.04% +22 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,263 shares; 2026Q2: 2,361 shares; 2026Q3: 2,982 shares 2,982 $554K 0.04% +621 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,362 shares 3,362 $547K 0.04% 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; 2024Q4: 2,353 shares; 2025Q1: 2,408 shares; 2025Q2: 2,379 shares; 2025Q3: 2,499 shares; 2025Q4: 2,498 shares; 2026Q1: 2,408 shares; 2026Q2: 2,378 shares; 2026Q3: 2,333 shares 2,333 $539K 0.04% -45 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,718 shares; 2025Q4: 1,699 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares; 2026Q3: 1,696 shares 1,696 $538K 0.04% -12 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; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,619 shares; 2026Q2: 3,453 shares; 2026Q3: 3,434 shares 3,434 $533K 0.04% -19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 3,668 shares; 2026Q2: 7,297 shares; 2026Q3: 7,297 shares 7,297 $515K 0.04% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,018 shares; 2025Q1: 13,018 shares; 2025Q2: 13,018 shares; 2025Q3: 13,018 shares; 2025Q4: 13,018 shares; 2026Q1: 13,018 shares; 2026Q2: 13,018 shares; 2026Q3: 13,018 shares 13,018 $515K 0.04% 0 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; 2024Q4: not reported; 2025Q1: 7,587 shares; 2025Q2: 58,612 shares; 2025Q3: 106,229 shares; 2025Q4: 129,239 shares; 2026Q1: 147,968 shares; 2026Q2: 10,674 shares; 2026Q3: 9,946 shares 9,946 $503K 0.04% -728 Timeline XMLV 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; 2024Q4: 8,281 shares; 2025Q1: 8,281 shares; 2025Q2: 8,281 shares; 2025Q3: 8,003 shares; 2025Q4: 7,977 shares; 2026Q1: 7,977 shares; 2026Q2: 7,977 shares; 2026Q3: 7,914 shares 7,914 $498K 0.04% -63 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,244 shares; 2026Q1: 4,244 shares; 2026Q2: 4,244 shares; 2026Q3: 4,179 shares 4,179 $489K 0.04% -65 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 923 shares; 2026Q2: 801 shares; 2026Q3: 792 shares 792 $482K 0.04% -9 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,142 shares; 2026Q2: 12,941 shares; 2026Q3: 13,066 shares 13,066 $475K 0.04% +125 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,223 shares; 2025Q2: 1,284 shares; 2025Q3: 1,175 shares; 2025Q4: 1,201 shares; 2026Q1: 1,101 shares; 2026Q2: 1,121 shares; 2026Q3: 1,120 shares 1,120 $472K 0.04% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,361 shares; 2025Q4: 2,662 shares; 2026Q1: 3,002 shares; 2026Q2: 2,779 shares; 2026Q3: 2,486 shares 2,486 $465K 0.04% -293 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: not reported; 2026Q2: 1,123 shares; 2026Q3: 1,488 shares 1,488 $465K 0.04% +365 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,356 shares; 2026Q3: 1,167 shares 1,167 $464K 0.04% -189 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,997 shares; 2025Q1: 1,972 shares; 2025Q2: 2,122 shares; 2025Q3: 2,112 shares; 2025Q4: 2,127 shares; 2026Q1: 2,256 shares; 2026Q2: 2,347 shares; 2026Q3: 2,502 shares 2,502 $460K 0.04% +155 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,371 shares; 2025Q1: 4,193 shares; 2025Q2: 3,692 shares; 2025Q3: 3,947 shares; 2025Q4: 3,524 shares; 2026Q1: 2,577 shares; 2026Q2: 2,549 shares; 2026Q3: 2,751 shares 2,751 $459K 0.04% +202 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,844 shares; 2025Q1: 5,033 shares; 2025Q2: 5,783 shares; 2025Q3: 5,540 shares; 2025Q4: 5,699 shares; 2026Q1: 5,370 shares; 2026Q2: 5,690 shares; 2026Q3: 6,055 shares 6,055 $459K 0.04% +365 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares; 2026Q1: 3,982 shares; 2026Q2: 6,643 shares; 2026Q3: 6,643 shares 6,643 $452K 0.03% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,892 shares 2,892 $436K 0.03% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares; 2026Q3: 1,116 shares 1,116 $427K 0.03% 0 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,984 shares; 2025Q2: 9,081 shares; 2025Q3: 9,081 shares; 2025Q4: 9,081 shares; 2026Q1: 9,677 shares; 2026Q2: 9,793 shares; 2026Q3: 9,793 shares 9,793 $426K 0.03% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,981 shares; 2025Q1: 17,622 shares; 2025Q2: 15,663 shares; 2025Q3: 15,596 shares; 2025Q4: 15,170 shares; 2026Q1: 15,388 shares; 2026Q2: 15,454 shares; 2026Q3: 19,269 shares 19,269 $426K 0.03% +3,815 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,788 shares; 2026Q2: 3,769 shares; 2026Q3: 4,125 shares 4,125 $425K 0.03% +356 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,404 shares; 2025Q1: 5,506 shares; 2025Q2: 5,594 shares; 2025Q3: 5,611 shares; 2025Q4: 5,617 shares; 2026Q1: 5,397 shares; 2026Q2: 5,428 shares; 2026Q3: 5,449 shares 5,449 $425K 0.03% +21 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,217 shares; 2025Q1: 2,247 shares; 2025Q2: 2,291 shares; 2025Q3: 2,164 shares; 2025Q4: 2,216 shares; 2026Q1: 2,213 shares; 2026Q2: 2,092 shares; 2026Q3: 2,070 shares 2,070 $422K 0.03% -22 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; 2024Q4: 451 shares; 2025Q1: 458 shares; 2025Q2: 589 shares; 2025Q3: 572 shares; 2025Q4: 568 shares; 2026Q1: 467 shares; 2026Q2: 487 shares; 2026Q3: 460 shares 460 $419K 0.03% -27 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,833 shares; 2025Q1: 1,956 shares; 2025Q2: 1,846 shares; 2025Q3: 1,758 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares; 2026Q2: 1,759 shares; 2026Q3: 1,777 shares 1,777 $415K 0.03% +18 Timeline MARM 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; 2024Q4: 14,921 shares; 2025Q1: 14,921 shares; 2025Q2: 14,921 shares; 2025Q3: 14,921 shares; 2025Q4: 14,921 shares; 2026Q1: 11,953 shares; 2026Q2: 11,953 shares; 2026Q3: 11,953 shares 11,953 $413K 0.03% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,353 shares 20,353 $408K 0.03% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares; 2026Q3: 1,193 shares 1,193 $405K 0.03% +319 Timeline JSI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,051 shares; 2026Q1: 8,051 shares; 2026Q2: 8,051 shares; 2026Q3: 8,051 shares 8,051 $402K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,583 shares; 2025Q1: 1,787 shares; 2025Q2: 2,342 shares; 2025Q3: 2,413 shares; 2025Q4: 2,353 shares; 2026Q1: 2,321 shares; 2026Q2: 2,970 shares; 2026Q3: 2,876 shares 2,876 $395K 0.03% -94 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,462 shares; 2025Q1: 17,462 shares; 2025Q2: 17,462 shares; 2025Q3: 17,462 shares; 2025Q4: 17,462 shares; 2026Q1: 17,462 shares; 2026Q2: 17,462 shares; 2026Q3: 17,462 shares 17,462 $394K 0.03% 0 Timeline FDN 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; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares; 2026Q2: 1,355 shares; 2026Q3: 1,355 shares 1,355 $391K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 436 shares; 2026Q2: 437 shares; 2026Q3: 404 shares 404 $384K 0.03% -33 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,766 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares; 2026Q2: 2,766 shares; 2026Q3: 2,766 shares 2,766 $381K 0.03% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,841 shares; 2025Q1: 4,841 shares; 2025Q2: 4,841 shares; 2025Q3: 4,841 shares; 2025Q4: 4,841 shares; 2026Q1: 4,841 shares; 2026Q2: 4,209 shares; 2026Q3: 4,209 shares 4,209 $375K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,546 shares; 2025Q1: 4,576 shares; 2025Q2: 4,681 shares; 2025Q3: 4,651 shares; 2025Q4: 4,631 shares; 2026Q1: 4,526 shares; 2026Q2: 4,541 shares; 2026Q3: 4,509 shares 4,509 $374K 0.03% -32 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,914 shares; 2025Q1: 4,013 shares; 2025Q2: 3,949 shares; 2025Q3: 3,624 shares; 2025Q4: 3,783 shares; 2026Q1: 4,007 shares; 2026Q2: 4,007 shares; 2026Q3: 4,007 shares 4,007 $365K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,440 shares; 2026Q3: 1,910 shares 1,910 $352K 0.03% +470 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,991 shares; 2025Q1: 5,095 shares; 2025Q2: 4,899 shares; 2025Q3: 4,612 shares; 2025Q4: 5,059 shares; 2026Q1: 5,059 shares; 2026Q2: 4,709 shares; 2026Q3: 4,622 shares 4,622 $348K 0.03% -87 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 13,430 shares; 2025Q4: 13,430 shares; 2026Q1: 13,430 shares; 2026Q2: 13,430 shares; 2026Q3: 12,682 shares 12,682 $340K 0.03% -748 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181 shares; 2026Q1: 166 shares; 2026Q2: 1,696 shares; 2026Q3: 1,742 shares 1,742 $340K 0.03% +46 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares; 2026Q2: 11,735 shares; 2026Q3: 11,735 shares 11,735 $326K 0.03% 0 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; 2024Q4: 7,911 shares; 2025Q1: 8,218 shares; 2025Q2: 8,137 shares; 2025Q3: 7,880 shares; 2025Q4: 9,498 shares; 2026Q1: 8,575 shares; 2026Q2: 6,338 shares; 2026Q3: 6,391 shares 6,391 $325K 0.02% +53 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,264 shares; 2025Q1: 2,256 shares; 2025Q2: 2,261 shares; 2025Q3: 1,973 shares; 2025Q4: 1,878 shares; 2026Q1: 1,708 shares; 2026Q2: 1,718 shares; 2026Q3: 1,733 shares 1,733 $323K 0.02% +15 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 2,073 shares; 2026Q2: 2,072 shares; 2026Q3: 2,217 shares 2,217 $302K 0.02% +145 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 643 shares; 2026Q2: 661 shares; 2026Q3: 661 shares 661 $302K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,563 shares; 2025Q4: 6,610 shares; 2026Q1: 6,566 shares; 2026Q2: 6,822 shares; 2026Q3: 6,171 shares 6,171 $291K 0.02% -651 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; 2024Q4: 1,653 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares; 2026Q3: 1,712 shares 1,712 $288K 0.02% 0 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; 2024Q4: 5,229 shares; 2025Q1: 5,743 shares; 2025Q2: 5,178 shares; 2025Q3: 5,498 shares; 2025Q4: 5,858 shares; 2026Q1: 5,098 shares; 2026Q2: 5,238 shares; 2026Q3: 5,268 shares 5,268 $287K 0.02% +30 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,485 shares; 2025Q1: 2,510 shares; 2025Q2: 3,217 shares; 2025Q3: 3,086 shares; 2025Q4: 3,091 shares; 2026Q1: 2,971 shares; 2026Q2: 2,511 shares; 2026Q3: 2,511 shares 2,511 $286K 0.02% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,591 shares; 2026Q1: 11,591 shares; 2026Q2: 11,591 shares; 2026Q3: 11,591 shares 11,591 $286K 0.02% 0 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; 2024Q4: 6,732 shares; 2025Q1: 6,766 shares; 2025Q2: 6,409 shares; 2025Q3: 4,561 shares; 2025Q4: 4,529 shares; 2026Q1: 4,435 shares; 2026Q2: 3,104 shares; 2026Q3: 3,109 shares 3,109 $285K 0.02% +5 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,233 shares; 2025Q1: 5,233 shares; 2025Q2: 5,233 shares; 2025Q3: 5,233 shares; 2025Q4: 5,233 shares; 2026Q1: 5,233 shares; 2026Q2: 5,233 shares; 2026Q3: 5,233 shares 5,233 $282K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,814 shares 2,814 $275K 0.02% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,523 shares; 2025Q2: 7,094 shares; 2025Q3: 6,567 shares; 2025Q4: 6,599 shares; 2026Q1: not reported; 2026Q2: 3,093 shares; 2026Q3: 3,360 shares 3,360 $273K 0.02% +267 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 8,317 shares; 2026Q1: 8,317 shares; 2026Q2: 8,317 shares; 2026Q3: 8,317 shares 8,317 $271K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,895 shares; 2025Q1: 6,625 shares; 2025Q2: 6,247 shares; 2025Q3: 6,097 shares; 2025Q4: 6,077 shares; 2026Q1: 5,397 shares; 2026Q2: 5,495 shares; 2026Q3: 5,866 shares 5,866 $269K 0.02% +371 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558 shares; 2026Q3: 566 shares 566 $269K 0.02% +8 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,474 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,282 shares; 2026Q2: 1,267 shares; 2026Q3: 1,271 shares 1,271 $268K 0.02% +4 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,315 shares; 2025Q1: 3,610 shares; 2025Q2: 3,534 shares; 2025Q3: 3,184 shares; 2025Q4: 3,607 shares; 2026Q1: 3,179 shares; 2026Q2: 3,010 shares; 2026Q3: 3,076 shares 3,076 $265K 0.02% +66 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,487 shares; 2026Q3: 5,396 shares 5,396 $264K 0.02% +909 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,507 shares; 2026Q3: 3,507 shares 3,507 $263K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,751 shares; 2025Q1: 2,711 shares; 2025Q2: 2,531 shares; 2025Q3: 2,506 shares; 2025Q4: 2,402 shares; 2026Q1: 2,060 shares; 2026Q2: 2,040 shares; 2026Q3: 2,025 shares 2,025 $257K 0.02% -15 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,221 shares; 2025Q1: 1,203 shares; 2025Q2: 1,208 shares; 2025Q3: 1,248 shares; 2025Q4: 1,132 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares; 2026Q3: 1,121 shares 1,121 $256K 0.02% +4 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $249K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares; 2026Q3: 863 shares 863 $246K 0.02% +112 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,690 shares; 2026Q2: 10,736 shares; 2026Q3: 10,747 shares 10,747 $235K 0.02% +11 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,423 shares; 2025Q1: 9,423 shares; 2025Q2: 9,423 shares; 2025Q3: 9,423 shares; 2025Q4: 9,423 shares; 2026Q1: 9,423 shares; 2026Q2: 9,423 shares; 2026Q3: 11,085 shares 11,085 $234K 0.02% +1,662 Timeline VTEB 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; 2024Q4: 4,674 shares; 2025Q1: 4,674 shares; 2025Q2: 4,674 shares; 2025Q3: 4,434 shares; 2025Q4: 4,899 shares; 2026Q1: 4,899 shares; 2026Q2: 4,899 shares; 2026Q3: 4,899 shares 4,899 $232K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 551 shares; 2026Q1: 532 shares; 2026Q2: not reported; 2026Q3: 594 shares 594 $226K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,511 shares 1,511 $224K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares; 2025Q2: 10,583 shares; 2025Q3: 10,598 shares; 2025Q4: 9,747 shares; 2026Q1: 9,562 shares; 2026Q2: 7,664 shares; 2026Q3: 6,155 shares 6,155 $220K 0.02% -1,509 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,683 shares; 2026Q3: 1,839 shares 1,839 $218K 0.02% +156 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,619 shares; 2026Q3: 20,979 shares 20,979 $213K 0.02% +10,360 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,345 shares; 2025Q1: 2,342 shares; 2025Q2: 2,376 shares; 2025Q3: 2,359 shares; 2025Q4: 1,855 shares; 2026Q1: 1,796 shares; 2026Q2: 1,723 shares; 2026Q3: 1,723 shares 1,723 $211K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,586 shares; 2025Q3: 3,804 shares; 2025Q4: 3,838 shares; 2026Q1: 3,692 shares; 2026Q2: not reported; 2026Q3: 2,160 shares 2,160 $205K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,530 shares 1,530 $205K 0.02% new Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,223 shares; 2026Q2: 8,223 shares; 2026Q3: 8,223 shares 8,223 $205K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 744 shares; 2025Q1: 779 shares; 2025Q2: 804 shares; 2025Q3: 839 shares; 2025Q4: 889 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 792 shares 792 $204K 0.02% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,760 shares 4,760 $202K 0.02% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,661 shares 3,661 $201K 0.02% new Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,098 shares 3,098 $201K 0.02% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,510 shares 4,510 $200K 0.02% new Timeline