IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,244 shares; 2024Q4: 115,720 shares; 2025Q1: 118,347 shares; 2025Q2: 122,574 shares; 2025Q3: 123,864 shares; 2025Q4: 128,361 shares; 2026Q1: 173,854 shares; 2026Q2: 178,510 shares 178,510 $134M 15.16% +4,656 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,315 shares; 2024Q4: 67,899 shares; 2025Q1: 69,379 shares; 2025Q2: 72,807 shares; 2025Q3: 75,205 shares; 2025Q4: 78,221 shares; 2026Q1: 107,682 shares; 2026Q2: 111,749 shares 111,749 $58.4M 6.62% +4,067 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: 52,451 shares; 2024Q4: 53,671 shares; 2025Q1: 53,804 shares; 2025Q2: 56,441 shares; 2025Q3: 55,344 shares; 2025Q4: 57,024 shares; 2026Q1: 76,987 shares; 2026Q2: 77,272 shares 77,272 $56.9M 6.45% +285 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840,947 shares; 2024Q4: 859,974 shares; 2025Q1: 875,848 shares; 2025Q2: 901,194 shares; 2025Q3: 918,558 shares; 2025Q4: 943,287 shares; 2026Q1: 949,861 shares; 2026Q2: 958,294 shares 958,294 $49.5M 5.62% +8,433 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 907,880 shares; 2025Q4: 976,704 shares; 2026Q1: 2,050,095 shares; 2026Q2: 2,196,657 shares 2,196,657 $48M 5.45% +146,562 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,087 shares; 2024Q4: 431,098 shares; 2025Q1: 437,891 shares; 2025Q2: 447,495 shares; 2025Q3: 456,651 shares; 2025Q4: 468,218 shares; 2026Q1: 471,392 shares; 2026Q2: 474,753 shares 474,753 $38.9M 4.41% +3,361 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 314,504 shares; 2025Q1: 324,940 shares; 2025Q2: 338,581 shares; 2025Q3: 361,442 shares; 2025Q4: 392,999 shares; 2026Q1: 573,317 shares; 2026Q2: 629,760 shares 629,760 $37.6M 4.26% +56,443 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,860 shares; 2024Q4: 291,545 shares; 2025Q1: 298,136 shares; 2025Q2: 309,969 shares; 2025Q3: 306,344 shares; 2025Q4: 314,137 shares; 2026Q1: 301,984 shares; 2026Q2: 308,626 shares 308,626 $31.9M 3.61% +6,642 Timeline FIIG 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: 891,038 shares; 2025Q4: 953,224 shares; 2026Q1: 1,397,278 shares; 2026Q2: 1,507,135 shares 1,507,135 $31.2M 3.54% +109,857 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,839 shares; 2024Q4: 560,675 shares; 2025Q1: 573,106 shares; 2025Q2: 577,384 shares; 2025Q3: 594,744 shares; 2025Q4: 610,793 shares; 2026Q1: 601,028 shares; 2026Q2: 606,362 shares 606,362 $25M 2.84% +5,334 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,669 shares; 2024Q4: 615,060 shares; 2025Q1: 606,485 shares; 2025Q2: 572,423 shares; 2025Q3: 576,152 shares; 2025Q4: 539,205 shares; 2026Q1: 657,916 shares; 2026Q2: 751,464 shares 751,464 $22.7M 2.57% +93,548 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: 67,825 shares; 2024Q4: 70,884 shares; 2025Q1: 72,890 shares; 2025Q2: 76,226 shares; 2025Q3: 76,780 shares; 2025Q4: 157,844 shares; 2026Q1: 132,022 shares; 2026Q2: 115,675 shares 115,675 $22M 2.5% -16,347 Timeline FIXD 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: 319,373 shares; 2024Q4: 337,441 shares; 2025Q1: 343,027 shares; 2025Q2: 354,144 shares; 2025Q3: 370,931 shares; 2025Q4: 408,110 shares; 2026Q1: 421,943 shares; 2026Q2: 469,114 shares 469,114 $20.5M 2.32% +47,171 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,982 shares; 2024Q4: 102,960 shares; 2025Q1: 104,887 shares; 2025Q2: 107,070 shares; 2025Q3: 112,950 shares; 2025Q4: 120,338 shares; 2026Q1: 169,214 shares; 2026Q2: 183,413 shares 183,413 $18.2M 2.06% +14,199 Timeline FRI 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: 290,400 shares; 2025Q1: 301,413 shares; 2025Q2: 319,983 shares; 2025Q3: 342,523 shares; 2025Q4: 380,093 shares; 2026Q1: 543,019 shares; 2026Q2: 562,592 shares 562,592 $17.8M 2.02% +19,573 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,739 shares; 2024Q4: 32,718 shares; 2025Q1: 33,691 shares; 2025Q2: 35,408 shares; 2025Q3: 33,623 shares; 2025Q4: 32,366 shares; 2026Q1: 38,195 shares; 2026Q2: 26,573 shares 26,573 $17.4M 1.98% -11,622 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,874 shares; 2024Q4: 358,066 shares; 2025Q1: 365,087 shares; 2025Q2: 375,731 shares; 2025Q3: 387,472 shares; 2025Q4: 401,764 shares; 2026Q1: 405,660 shares; 2026Q2: 411,800 shares 411,800 $17.2M 1.95% +6,140 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,267 shares; 2024Q4: 389,584 shares; 2025Q1: 400,217 shares; 2025Q2: 408,224 shares; 2025Q3: 417,943 shares; 2025Q4: 430,016 shares; 2026Q1: 418,665 shares; 2026Q2: 402,133 shares 402,133 $16.2M 1.83% -16,532 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,649 shares; 2024Q4: 40,938 shares; 2025Q1: 40,845 shares; 2025Q2: 42,865 shares; 2025Q3: 44,176 shares; 2025Q4: 91,781 shares; 2026Q1: 127,227 shares; 2026Q2: 135,997 shares 135,997 $15.9M 1.81% +8,770 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,965 shares; 2026Q2: 275,800 shares 275,800 $14.9M 1.69% +7,835 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 440,485 shares; 2026Q2: 455,273 shares 455,273 $14.6M 1.65% +14,788 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 449 shares; 2025Q2: 596 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 18,395 shares; 2026Q2: 18,389 shares 18,389 $13.7M 1.56% -6 Timeline FMF 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: 165,216 shares; 2024Q4: 172,252 shares; 2025Q1: 176,644 shares; 2025Q2: 186,243 shares; 2025Q3: 193,023 shares; 2025Q4: 214,569 shares; 2026Q1: 216,985 shares; 2026Q2: 225,531 shares 225,531 $11.3M 1.28% +8,546 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,241 shares; 2026Q2: 29,626 shares 29,626 $11M 1.25% +1,385 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,148 shares; 2024Q4: 140,936 shares; 2025Q1: 143,874 shares; 2025Q2: 146,582 shares; 2025Q3: 153,377 shares; 2025Q4: 167,591 shares; 2026Q1: 172,500 shares; 2026Q2: 188,811 shares 188,811 $9.4M 1.07% +16,311 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,706 shares; 2026Q2: 161,506 shares 161,506 $8.14M 0.92% -4,200 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,437 shares; 2026Q2: 28,586 shares 28,586 $6.08M 0.69% -851 Timeline FSIG 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: 220,050 shares; 2024Q4: 229,419 shares; 2025Q1: 234,240 shares; 2025Q2: 239,261 shares; 2025Q3: 252,013 shares; 2025Q4: 277,797 shares; 2026Q1: 288,274 shares; 2026Q2: 317,321 shares 317,321 $5.98M 0.68% +29,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,295 shares; 2026Q2: 34,604 shares 34,604 $5.49M 0.62% -2,691 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: 5,925 shares; 2024Q4: 5,929 shares; 2025Q1: 5,992 shares; 2025Q2: 6,161 shares; 2025Q3: 31,072 shares; 2025Q4: 30,835 shares; 2026Q1: 37,476 shares; 2026Q2: 37,489 shares 37,489 $5.13M 0.58% +13 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,118 shares; 2026Q2: 57,932 shares 57,932 $5.01M 0.57% -8,186 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,763 shares; 2026Q2: 94,872 shares 94,872 $4.91M 0.56% -1,891 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,383 shares; 2026Q2: 39,801 shares 39,801 $4.26M 0.48% -582 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,796 shares; 2024Q4: 54,391 shares; 2025Q1: 59,956 shares; 2025Q2: 66,149 shares; 2025Q3: 70,830 shares; 2025Q4: 73,155 shares; 2026Q1: 82,516 shares; 2026Q2: 97,298 shares 97,298 $4.11M 0.47% +14,782 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,071 shares; 2024Q4: 42,192 shares; 2025Q1: 44,005 shares; 2025Q2: 45,811 shares; 2025Q3: 48,654 shares; 2025Q4: 49,865 shares; 2026Q1: 50,044 shares; 2026Q2: 49,605 shares 49,605 $4.08M 0.46% -439 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: 9,808 shares; 2024Q4: 9,835 shares; 2025Q1: 8,926 shares; 2025Q2: 8,827 shares; 2025Q3: 9,630 shares; 2025Q4: 11,427 shares; 2026Q1: 13,456 shares; 2026Q2: 14,015 shares 14,015 $4.06M 0.46% +559 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,972 shares; 2026Q2: 60,905 shares 60,905 $3.42M 0.39% +29,933 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,870 shares; 2024Q4: 37,940 shares; 2025Q1: 41,814 shares; 2025Q2: 47,091 shares; 2025Q3: 50,342 shares; 2025Q4: 52,140 shares; 2026Q1: 59,580 shares; 2026Q2: 71,241 shares 71,241 $3.4M 0.39% +11,661 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,368 shares; 2026Q2: 43,607 shares 43,607 $2.66M 0.3% -761 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 3,565 shares; 2025Q1: 3,747 shares; 2025Q2: 3,554 shares; 2025Q3: 3,619 shares; 2025Q4: 3,582 shares; 2026Q1: 3,640 shares; 2026Q2: 3,744 shares 3,744 $2.57M 0.29% +104 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: 8,561 shares; 2024Q4: 9,137 shares; 2025Q1: 9,181 shares; 2025Q2: 10,412 shares; 2025Q3: 11,521 shares; 2025Q4: 11,596 shares; 2026Q1: 12,603 shares; 2026Q2: 12,599 shares 12,599 $2.52M 0.29% -4 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,628 shares; 2024Q4: 30,843 shares; 2025Q1: 34,298 shares; 2025Q2: 37,197 shares; 2025Q3: 39,983 shares; 2025Q4: 41,729 shares; 2026Q1: 46,799 shares; 2026Q2: 55,207 shares 55,207 $2.28M 0.26% +8,408 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,301 shares; 2024Q4: 846,449 shares; 2025Q1: 882,635 shares; 2025Q2: 1,034,792 shares; 2025Q3: 145,821 shares; 2025Q4: 127,596 shares; 2026Q1: 122,956 shares; 2026Q2: 109,249 shares 109,249 $2.21M 0.25% -13,707 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,131 shares; 2026Q2: 41,159 shares 41,159 $1.87M 0.21% -4,972 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,079 shares 35,079 $1.75M 0.2% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 1,635 shares; 2025Q2: 1,593 shares; 2025Q3: 2,530 shares; 2025Q4: 3,887 shares; 2026Q1: 5,661 shares; 2026Q2: 6,944 shares 6,944 $1.66M 0.19% +1,283 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,295 shares; 2026Q2: 32,692 shares 32,692 $1.62M 0.18% -1,603 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,998 shares; 2024Q4: 143,162 shares; 2025Q1: 146,509 shares; 2025Q2: 151,595 shares; 2025Q3: 154,292 shares; 2025Q4: 159,531 shares; 2026Q1: 10,865 shares; 2026Q2: 10,032 shares 10,032 $1.38M 0.16% -833 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: 1,224 shares; 2025Q3: 3,124 shares; 2025Q4: 3,378 shares; 2026Q1: 3,380 shares; 2026Q2: 3,521 shares 3,521 $1.33M 0.15% +141 Timeline JPLD 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: 39,116 shares; 2025Q4: 52,224 shares; 2026Q1: 41,045 shares; 2026Q2: 24,151 shares 24,151 $1.26M 0.14% -16,894 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,024 shares; 2024Q4: 8,024 shares; 2025Q1: 7,986 shares; 2025Q2: 7,986 shares; 2025Q3: 7,904 shares; 2025Q4: 7,904 shares; 2026Q1: 7,554 shares; 2026Q2: 7,554 shares 7,554 $1.22M 0.14% 0 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: 1,240 shares; 2024Q4: 1,262 shares; 2025Q1: 1,225 shares; 2025Q2: 1,223 shares; 2025Q3: 1,999 shares; 2025Q4: 2,210 shares; 2026Q1: 2,851 shares; 2026Q2: 3,010 shares 3,010 $1.12M 0.13% +159 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,641 shares; 2024Q4: 24,380 shares; 2025Q1: 21,125 shares; 2025Q2: 20,198 shares; 2025Q3: 19,634 shares; 2025Q4: 18,968 shares; 2026Q1: 18,803 shares; 2026Q2: 20,326 shares 20,326 $1.04M 0.12% +1,523 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,293 shares; 2026Q2: 6,293 shares 6,293 $996K 0.11% 0 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 22,465 shares; 2026Q1: 24,805 shares; 2026Q2: 24,452 shares 24,452 $944K 0.11% -353 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,735 shares; 2026Q1: 2,483 shares; 2026Q2: 2,620 shares 2,620 $926K 0.1% +137 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,266 shares; 2024Q4: 12,266 shares; 2025Q1: 12,266 shares; 2025Q2: 12,266 shares; 2025Q3: 12,266 shares; 2025Q4: 12,266 shares; 2026Q1: 12,266 shares; 2026Q2: 12,266 shares 12,266 $884K 0.1% 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: 575 shares; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 620 shares; 2025Q4: 623 shares; 2026Q1: 845 shares; 2026Q2: 829 shares 829 $883K 0.1% -16 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,332 shares; 2024Q4: 10,181 shares; 2025Q1: 10,099 shares; 2025Q2: 9,233 shares; 2025Q3: 9,245 shares; 2025Q4: 9,260 shares; 2026Q1: 9,067 shares; 2026Q2: 9,076 shares 9,076 $858K 0.1% +9 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,795 shares; 2026Q2: 77,231 shares 77,231 $816K 0.09% -6,564 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,051 shares; 2025Q1: 5,057 shares; 2025Q2: 5,239 shares; 2025Q3: 5,246 shares; 2025Q4: 5,255 shares; 2026Q1: 5,194 shares; 2026Q2: 5,199 shares 5,199 $813K 0.09% +5 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 5,846 shares; 2025Q1: 5,851 shares; 2025Q2: 5,837 shares; 2025Q3: 5,707 shares; 2025Q4: 11,424 shares; 2026Q1: 14,942 shares; 2026Q2: 14,951 shares 14,951 $794K 0.09% +9 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 8,762 shares; 2026Q2: 8,762 shares 8,762 $704K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $671K 0.08% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 4,415 shares; 2025Q1: 4,365 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,265 shares; 2026Q1: 4,265 shares; 2026Q2: 5,991 shares 5,991 $661K 0.07% +1,726 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS 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: 17,501 shares 17,501 $661K 0.07% new 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: 2,877 shares; 2024Q4: 2,877 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: 2,229 shares; 2026Q2: 2,273 shares 2,273 $661K 0.07% +44 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: 323 shares; 2024Q4: 343 shares; 2025Q1: 336 shares; 2025Q2: 341 shares; 2025Q3: 345 shares; 2025Q4: 358 shares; 2026Q1: 423 shares; 2026Q2: 544 shares 544 $652K 0.07% +121 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,343 shares; 2025Q1: 2,140 shares; 2025Q2: 2,051 shares; 2025Q3: 2,047 shares; 2025Q4: 1,971 shares; 2026Q1: 1,925 shares; 2026Q2: 1,920 shares 1,920 $643K 0.07% -5 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: 12,744 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,927 shares; 2026Q2: 4,602 shares 4,602 $643K 0.07% -325 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728 shares; 2024Q4: 3,458 shares; 2025Q1: 3,488 shares; 2025Q2: 3,687 shares; 2025Q3: 4,470 shares; 2025Q4: 3,859 shares; 2026Q1: 3,857 shares; 2026Q2: 3,852 shares 3,852 $639K 0.07% -5 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,185 shares; 2024Q4: 4,185 shares; 2025Q1: 4,424 shares; 2025Q2: 4,573 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares; 2026Q1: 4,418 shares; 2026Q2: 4,952 shares 4,952 $589K 0.07% +534 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507 shares 507 $585K 0.07% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,120 shares; 2025Q3: 1,131 shares; 2025Q4: 1,132 shares; 2026Q1: 1,164 shares; 2026Q2: 1,126 shares 1,126 $563K 0.06% -38 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO 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: 13,280 shares; 2026Q2: 13,306 shares 13,306 $554K 0.06% +26 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,396 shares; 2026Q2: 11,396 shares 11,396 $544K 0.06% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $506K 0.06% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares; 2026Q2: 1,282 shares 1,282 $505K 0.06% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,045 shares; 2024Q4: 3,612 shares; 2025Q1: 3,612 shares; 2025Q2: 3,521 shares; 2025Q3: 3,509 shares; 2025Q4: 3,313 shares; 2026Q1: 3,313 shares; 2026Q2: 3,367 shares 3,367 $499K 0.06% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,044 shares; 2026Q1: 1,382 shares; 2026Q2: 1,382 shares 1,382 $494K 0.06% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,350 shares; 2024Q4: 22,099 shares; 2025Q1: 33,965 shares; 2025Q2: 34,666 shares; 2025Q3: 11,171 shares; 2025Q4: 11,151 shares; 2026Q1: 11,151 shares; 2026Q2: 9,257 shares 9,257 $490K 0.06% -1,894 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: 2,280 shares; 2024Q4: 2,253 shares; 2025Q1: 2,171 shares; 2025Q2: 2,233 shares; 2025Q3: 2,487 shares; 2025Q4: 2,483 shares; 2026Q1: 1,469 shares; 2026Q2: 1,469 shares 1,469 $481K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,254 shares; 2024Q4: 7,276 shares; 2025Q1: 7,036 shares; 2025Q2: 6,929 shares; 2025Q3: 5,621 shares; 2025Q4: 4,526 shares; 2026Q1: 4,387 shares; 2026Q2: 4,405 shares 4,405 $474K 0.05% +18 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,672 shares; 2024Q4: 6,622 shares; 2025Q1: 6,308 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,232 shares; 2026Q1: 6,275 shares; 2026Q2: 6,275 shares 6,275 $474K 0.05% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,065 shares; 2024Q4: 18,965 shares; 2025Q1: 9,655 shares; 2025Q2: 9,672 shares; 2025Q3: 9,672 shares; 2025Q4: 9,672 shares; 2026Q1: 8,872 shares; 2026Q2: 9,647 shares 9,647 $466K 0.05% +775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,412 shares; 2026Q2: 4,066 shares 4,066 $460K 0.05% -2,346 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 5,140 shares; 2025Q1: 5,140 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 4,040 shares; 2026Q2: 5,112 shares 5,112 $449K 0.05% +1,072 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,934 shares; 2026Q2: 1,934 shares 1,934 $439K 0.05% 0 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: 510 shares; 2024Q4: 514 shares; 2025Q1: 511 shares; 2025Q2: 457 shares; 2025Q3: 511 shares; 2025Q4: 642 shares; 2026Q1: 734 shares; 2026Q2: 754 shares 754 $425K 0.05% +20 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: 2,957 shares; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares; 2026Q2: 2,491 shares 2,491 $424K 0.05% 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; 2024Q3: 6,361 shares; 2024Q4: 6,281 shares; 2025Q1: 5,631 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 4,981 shares; 2026Q1: 4,571 shares; 2026Q2: 4,571 shares 4,571 $419K 0.05% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $412K 0.05% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,447 shares; 2025Q1: 4,930 shares; 2025Q2: 4,934 shares; 2025Q3: 4,939 shares; 2025Q4: 5,850 shares; 2026Q1: 5,852 shares; 2026Q2: 4,952 shares 4,952 $407K 0.05% -900 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,897 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 1,981 shares; 2025Q4: 2,314 shares; 2026Q1: 2,208 shares; 2026Q2: 1,853 shares 1,853 $404K 0.05% -355 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares 1,306 $394K 0.04% new Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 8,993 shares; 2026Q1: 16,254 shares; 2026Q2: 15,280 shares 15,280 $392K 0.04% -974 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,016 shares; 2024Q4: 8,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,978 shares; 2025Q4: 15,978 shares; 2026Q1: 14,705 shares; 2026Q2: 14,705 shares 14,705 $374K 0.04% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,218 shares; 2024Q4: 8,218 shares; 2025Q1: 7,818 shares; 2025Q2: 7,818 shares; 2025Q3: 7,818 shares; 2025Q4: 7,818 shares; 2026Q1: 8,185 shares; 2026Q2: 8,083 shares 8,083 $373K 0.04% -102 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,785 shares; 2026Q2: 6,785 shares 6,785 $360K 0.04% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,370 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares; 2026Q2: 1,045 shares 1,045 $359K 0.04% +61 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158 shares 158 $359K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $351K 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,266 shares; 2025Q4: 3,266 shares; 2026Q1: 3,321 shares; 2026Q2: 3,373 shares 3,373 $350K 0.04% +52 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: 857 shares; 2024Q4: 674 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 826 shares; 2026Q1: 675 shares; 2026Q2: 767 shares 767 $323K 0.04% +92 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $318K 0.04% 0 Timeline FRMI FERMI INC More: the full row for FERMI 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: 41,036 shares; 2026Q2: 33,940 shares 33,940 $311K 0.04% -7,096 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: 894 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $309K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & 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: not reported; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $309K 0.04% 0 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: 1,708 shares; 2024Q4: 1,756 shares; 2025Q1: 1,787 shares; 2025Q2: 1,791 shares; 2025Q3: 1,802 shares; 2025Q4: 2,111 shares; 2026Q1: 2,110 shares; 2026Q2: 2,105 shares 2,105 $309K 0.03% -5 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,543 shares; 2024Q4: 19,226 shares; 2025Q1: 16,526 shares; 2025Q2: 16,526 shares; 2025Q3: 15,826 shares; 2025Q4: 15,826 shares; 2026Q1: 15,826 shares; 2026Q2: 15,826 shares 15,826 $307K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,359 shares; 2026Q2: 4,392 shares 4,392 $300K 0.03% +33 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares; 2026Q2: 624 shares 624 $298K 0.03% +25 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 10,744 shares; 2025Q4: 10,744 shares; 2026Q1: 10,744 shares; 2026Q2: 10,744 shares 10,744 $294K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,602 shares; 2025Q3: 3,602 shares; 2025Q4: 3,152 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares 3,170 $276K 0.03% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,903 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,903 shares; 2026Q1: 4,873 shares; 2026Q2: 4,873 shares 4,873 $275K 0.03% 0 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,242 shares 13,242 $272K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $271K 0.03% 0 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,413 shares 12,413 $258K 0.03% 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: not reported; 2025Q2: 3,357 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares; 2026Q2: 3,344 shares 3,344 $258K 0.03% +19 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 10,104 shares 10,104 $254K 0.03% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares 2,840 $251K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $249K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 903 shares; 2026Q2: 826 shares 826 $248K 0.03% -77 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: not reported; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 514 shares; 2025Q4: 518 shares; 2026Q1: 476 shares; 2026Q2: 479 shares 479 $246K 0.03% +3 Timeline ACWI 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: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $239K 0.03% 0 Timeline VNQ 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: 88,057 shares; 2024Q4: 2,993 shares; 2025Q1: 2,867 shares; 2025Q2: 2,577 shares; 2025Q3: 2,573 shares; 2025Q4: 2,524 shares; 2026Q1: 2,466 shares; 2026Q2: 2,453 shares 2,453 $237K 0.03% -13 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares; 2026Q2: 1,214 shares 1,214 $231K 0.03% +9 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,198 shares 2,198 $231K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,922 shares; 2025Q1: 2,962 shares; 2025Q2: 2,955 shares; 2025Q3: 2,981 shares; 2025Q4: 2,924 shares; 2026Q1: 2,922 shares; 2026Q2: 2,922 shares 2,922 $229K 0.03% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares; 2025Q4: 6,026 shares; 2026Q1: 6,026 shares; 2026Q2: 6,026 shares 6,026 $226K 0.03% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares 2,055 $223K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,453 shares; 2025Q1: 2,457 shares; 2025Q2: 2,428 shares; 2025Q3: 2,441 shares; 2025Q4: 2,446 shares; 2026Q1: 2,120 shares; 2026Q2: 2,124 shares 2,124 $221K 0.03% +4 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,919 shares; 2026Q2: 22,919 shares 22,919 $217K 0.02% 0 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,361 shares; 2024Q4: 841,835 shares; 2025Q1: 880,082 shares; 2025Q2: 920,289 shares; 2025Q3: 18,431 shares; 2025Q4: 15,030 shares; 2026Q1: 10,712 shares; 2026Q2: 11,011 shares 11,011 $216K 0.02% +299 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,555 shares; 2026Q1: 1,608 shares; 2026Q2: 1,432 shares 1,432 $210K 0.02% -176 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,648 shares 4,648 $203K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,885 shares; 2025Q3: 2,568 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,496 shares 2,496 $202K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 962 shares 962 $201K 0.02% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,165 shares; 2026Q2: 17,585 shares 17,585 $192K 0.02% -8,580 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,420 shares; 2024Q4: 21,645 shares; 2025Q1: 21,625 shares; 2025Q2: 20,575 shares; 2025Q3: 20,575 shares; 2025Q4: 20,575 shares; 2026Q1: 20,575 shares; 2026Q2: 20,575 shares 20,575 $130K 0.01% 0 Timeline SUIG SUI GROUP HOLDINGS LIMITED More: the full row for SUI GROUP HOLDINGS LIMITED 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: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $20.9K <0.01% 0 Timeline