SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 865,803 shares; 2025Q1: 841,644 shares; 2025Q2: 629,085 shares; 2025Q3: 742,045 shares; 2025Q4: 663,538 shares; 2026Q1: 636,949 shares; 2026Q2: 560,048 shares; 2026Q3: 721,261 shares 721,261 $72.6M 4.71% +161,213 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: 178,247 shares; 2025Q1: 175,369 shares; 2025Q2: 174,735 shares; 2025Q3: 173,496 shares; 2025Q4: 169,390 shares; 2026Q1: 168,853 shares; 2026Q2: 167,562 shares; 2026Q3: 166,905 shares 166,905 $59.2M 3.84% -657 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: 229,688 shares; 2025Q1: 238,654 shares; 2025Q2: 223,805 shares; 2025Q3: 213,782 shares; 2025Q4: 215,209 shares; 2026Q1: 214,598 shares; 2026Q2: 219,719 shares; 2026Q3: 217,360 shares 217,360 $49.6M 3.22% -2,359 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: 289,196 shares; 2025Q1: 442,257 shares; 2025Q2: 491,457 shares; 2025Q3: 511,912 shares; 2025Q4: 542,268 shares; 2026Q1: 535,025 shares; 2026Q2: 555,851 shares; 2026Q3: 559,621 shares 559,621 $40.3M 2.61% +3,770 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: 25,872 shares; 2025Q1: 29,759 shares; 2025Q2: 37,429 shares; 2025Q3: 39,025 shares; 2025Q4: 40,209 shares; 2026Q1: 42,215 shares; 2026Q2: 45,232 shares; 2026Q3: 48,507 shares 48,507 $37M 2.4% +3,275 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: 24,793 shares; 2025Q1: 26,062 shares; 2025Q2: 26,797 shares; 2025Q3: 41,984 shares; 2025Q4: 53,382 shares; 2026Q1: 68,473 shares; 2026Q2: 70,327 shares; 2026Q3: 69,119 shares 69,119 $34.4M 2.23% -1,208 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100,033 shares; 2025Q2: 136,252 shares; 2025Q3: 153,341 shares; 2025Q4: 161,905 shares; 2026Q1: 183,109 shares; 2026Q2: 191,472 shares; 2026Q3: 193,876 shares 193,876 $31.2M 2.02% +2,404 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,219 shares; 2025Q1: 66,112 shares; 2025Q2: 83,443 shares; 2025Q3: 85,959 shares; 2025Q4: 87,959 shares; 2026Q1: 95,463 shares; 2026Q2: 99,554 shares; 2026Q3: 102,393 shares 102,393 $30.2M 1.96% +2,839 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,153 shares; 2025Q1: 127,133 shares; 2025Q2: 130,083 shares; 2025Q3: 133,304 shares; 2025Q4: 135,884 shares; 2026Q1: 137,202 shares; 2026Q2: 137,118 shares; 2026Q3: 101,411 shares 101,411 $28.2M 1.83% -35,707 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: 61,505 shares; 2025Q1: 69,416 shares; 2025Q2: 69,854 shares; 2025Q3: 69,323 shares; 2025Q4: 78,711 shares; 2026Q1: 79,349 shares; 2026Q2: 74,173 shares; 2026Q3: 77,632 shares 77,632 $25.9M 1.68% +3,459 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; 2024Q4: 107,534 shares; 2025Q1: 115,674 shares; 2025Q2: 131,323 shares; 2025Q3: 120,881 shares; 2025Q4: 126,089 shares; 2026Q1: 116,725 shares; 2026Q2: 127,807 shares; 2026Q3: 122,271 shares 122,271 $25.4M 1.65% -5,536 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206,620 shares; 2025Q3: 206,595 shares; 2025Q4: 206,595 shares; 2026Q1: 206,501 shares; 2026Q2: 206,411 shares; 2026Q3: 206,836 shares 206,836 $24.5M 1.59% +425 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: 59,151 shares; 2025Q1: 62,603 shares; 2025Q2: 67,385 shares; 2025Q3: 66,326 shares; 2025Q4: 81,893 shares; 2026Q1: 100,871 shares; 2026Q2: 89,575 shares; 2026Q3: 93,542 shares 93,542 $23.3M 1.51% +3,967 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: 30,076 shares; 2025Q1: 37,105 shares; 2025Q2: 37,289 shares; 2025Q3: 37,689 shares; 2025Q4: 38,345 shares; 2026Q1: 38,655 shares; 2026Q2: 227,726 shares; 2026Q3: 246,650 shares 246,650 $22.2M 1.44% +18,924 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: 59,451 shares; 2025Q1: 105,420 shares; 2025Q2: 124,419 shares; 2025Q3: 128,548 shares; 2025Q4: 137,575 shares; 2026Q1: 144,521 shares; 2026Q2: 150,833 shares; 2026Q3: 148,002 shares 148,002 $20.1M 1.31% -2,831 Timeline IBTK 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: 430,498 shares; 2025Q2: 1,029,829 shares; 2025Q3: 1,058,330 shares; 2025Q4: 1,158,487 shares; 2026Q1: 1,230,060 shares; 2026Q2: 1,373,804 shares; 2026Q3: 1,043,754 shares 1,043,754 $19.8M 1.28% -330,050 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,056 shares; 2025Q1: 132,164 shares; 2025Q2: 134,267 shares; 2025Q3: 157,220 shares; 2025Q4: 357,023 shares; 2026Q1: 416,126 shares; 2026Q2: 412,804 shares; 2026Q3: 392,501 shares 392,501 $19.4M 1.26% -20,303 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: 120,959 shares 120,959 $18.2M 1.18% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,355 shares; 2025Q1: 47,581 shares; 2025Q2: 142,930 shares; 2025Q3: 151,293 shares; 2025Q4: 175,138 shares; 2026Q1: 196,862 shares; 2026Q2: 198,568 shares; 2026Q3: 189,320 shares 189,320 $16.9M 1.1% -9,248 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: 116,940 shares; 2025Q1: 101,724 shares; 2025Q2: 93,910 shares; 2025Q3: 91,119 shares; 2025Q4: 84,052 shares; 2026Q1: 87,282 shares; 2026Q2: 88,629 shares; 2026Q3: 90,173 shares 90,173 $16.9M 1.09% +1,544 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: 56,049 shares; 2025Q1: 60,743 shares; 2025Q2: 54,226 shares; 2025Q3: 59,475 shares; 2025Q4: 38,425 shares; 2026Q1: 34,801 shares; 2026Q2: 35,407 shares; 2026Q3: 40,611 shares 40,611 $15.2M 0.99% +5,204 Timeline MGK 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: 732 shares; 2025Q1: 715 shares; 2025Q2: 748 shares; 2025Q3: 821 shares; 2025Q4: 838 shares; 2026Q1: 812 shares; 2026Q2: 3,384 shares; 2026Q3: 162,099 shares 162,099 $15M 0.97% +158,715 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: 10,653 shares; 2025Q1: 12,863 shares; 2025Q2: 14,261 shares; 2025Q3: 16,162 shares; 2025Q4: 16,451 shares; 2026Q1: 16,711 shares; 2026Q2: 130,427 shares; 2026Q3: 119,078 shares 119,078 $15M 0.97% -11,349 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123,958 shares; 2025Q1: 124,398 shares; 2025Q2: 125,711 shares; 2025Q3: 193,118 shares; 2025Q4: 202,169 shares; 2026Q1: 228,113 shares; 2026Q2: 237,623 shares; 2026Q3: 241,472 shares 241,472 $14.7M 0.96% +3,849 Timeline DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606,666 shares; 2025Q3: 478,188 shares; 2025Q4: 474,518 shares; 2026Q1: 396,060 shares; 2026Q2: 396,150 shares; 2026Q3: 403,537 shares 403,537 $14.7M 0.96% +7,387 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,734 shares; 2025Q4: 229,536 shares; 2026Q1: 224,826 shares; 2026Q2: 237,223 shares; 2026Q3: 238,310 shares 238,310 $14.2M 0.92% +1,087 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: 41,582 shares; 2025Q1: 67,924 shares; 2025Q2: 61,996 shares; 2025Q3: 62,499 shares; 2025Q4: 68,376 shares; 2026Q1: 66,551 shares; 2026Q2: 65,352 shares; 2026Q3: 65,281 shares 65,281 $14.1M 0.91% -71 Timeline VHT 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: 27,178 shares; 2025Q1: 37,430 shares; 2025Q2: 37,511 shares; 2025Q3: 39,644 shares; 2025Q4: 43,192 shares; 2026Q1: 43,714 shares; 2026Q2: 44,319 shares; 2026Q3: 44,378 shares 44,378 $14M 0.91% +59 Timeline IVLU 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: 252,683 shares; 2025Q4: 264,121 shares; 2026Q1: 294,606 shares; 2026Q2: 307,919 shares; 2026Q3: 312,323 shares 312,323 $13.4M 0.87% +4,404 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: 11,615 shares; 2025Q1: 10,832 shares; 2025Q2: 11,082 shares; 2025Q3: 10,610 shares; 2025Q4: 13,023 shares; 2026Q1: 26,371 shares; 2026Q2: 24,556 shares; 2026Q3: 25,966 shares 25,966 $13.3M 0.86% +1,410 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: 26,156 shares; 2025Q1: 27,201 shares; 2025Q2: 27,806 shares; 2025Q3: 25,762 shares; 2025Q4: 24,040 shares; 2026Q1: 28,866 shares; 2026Q2: 22,086 shares; 2026Q3: 21,100 shares 21,100 $12.9M 0.84% -986 Timeline IBTH 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: 339,809 shares; 2025Q2: 364,074 shares; 2025Q3: 412,770 shares; 2025Q4: 425,446 shares; 2026Q1: 686,345 shares; 2026Q2: 732,064 shares; 2026Q3: 568,376 shares 568,376 $12.7M 0.82% -163,688 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,474 shares; 2025Q1: 94,752 shares; 2025Q2: 102,857 shares; 2025Q3: 99,316 shares; 2025Q4: 106,034 shares; 2026Q1: 109,286 shares; 2026Q2: 117,379 shares; 2026Q3: 121,442 shares 121,442 $12.6M 0.82% +4,063 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: 127,826 shares; 2025Q1: 150,646 shares; 2025Q2: 149,122 shares; 2025Q3: 147,425 shares; 2025Q4: 147,851 shares; 2026Q1: 143,821 shares; 2026Q2: 143,803 shares; 2026Q3: 141,252 shares 141,252 $12.6M 0.82% -2,551 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: 123,837 shares; 2025Q1: 121,616 shares; 2025Q2: 121,742 shares; 2025Q3: 113,415 shares; 2025Q4: 116,707 shares; 2026Q1: 137,711 shares; 2026Q2: 143,332 shares; 2026Q3: 148,300 shares 148,300 $12M 0.78% +4,968 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: 19,440 shares; 2025Q1: 24,924 shares; 2025Q2: 25,277 shares; 2025Q3: 23,435 shares; 2025Q4: 25,362 shares; 2026Q1: 41,203 shares; 2026Q2: 32,517 shares; 2026Q3: 34,613 shares 34,613 $11.9M 0.77% +2,096 Timeline VO 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: 19,666 shares; 2025Q1: 27,212 shares; 2025Q2: 28,757 shares; 2025Q3: 31,108 shares; 2025Q4: 35,343 shares; 2026Q1: 36,894 shares; 2026Q2: 148,068 shares; 2026Q3: 150,912 shares 150,912 $11.8M 0.77% +2,844 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: 6,448 shares; 2025Q1: 6,993 shares; 2025Q2: 11,302 shares; 2025Q3: 10,938 shares; 2025Q4: 11,783 shares; 2026Q1: 13,041 shares; 2026Q2: 13,203 shares; 2026Q3: 16,759 shares 16,759 $11.7M 0.76% +3,556 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: 5,001 shares; 2025Q1: 5,086 shares; 2025Q2: 5,667 shares; 2025Q3: 5,647 shares; 2025Q4: 5,959 shares; 2026Q1: 11,530 shares; 2026Q2: 13,853 shares; 2026Q3: 14,961 shares 14,961 $11.5M 0.74% +1,108 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: 25,022 shares; 2025Q1: 28,110 shares; 2025Q2: 33,492 shares; 2025Q3: 37,042 shares; 2025Q4: 34,170 shares; 2026Q1: 33,338 shares; 2026Q2: 31,873 shares; 2026Q3: 32,860 shares 32,860 $11.2M 0.73% +987 Timeline IBTL 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: 14,794 shares; 2026Q1: 955,082 shares; 2026Q2: 990,421 shares; 2026Q3: 567,063 shares 567,063 $11M 0.72% -423,358 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: 33,262 shares; 2025Q1: 31,950 shares; 2025Q2: 33,248 shares; 2025Q3: 31,308 shares; 2025Q4: 31,909 shares; 2026Q1: 34,445 shares; 2026Q2: 31,290 shares; 2026Q3: 31,182 shares 31,182 $11M 0.71% -108 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: 19,771 shares; 2025Q1: 29,419 shares; 2025Q2: 30,825 shares; 2025Q3: 33,906 shares; 2025Q4: 38,672 shares; 2026Q1: 42,908 shares; 2026Q2: 44,270 shares; 2026Q3: 45,762 shares 45,762 $10.7M 0.69% +1,492 Timeline IBTM 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: 91,668 shares; 2026Q2: 439,395 shares; 2026Q3: 485,641 shares 485,641 $10.6M 0.68% +46,246 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,435 shares; 2025Q1: 160,554 shares; 2025Q2: 478,234 shares; 2025Q3: 389,144 shares; 2025Q4: 386,051 shares; 2026Q1: 381,070 shares; 2026Q2: 368,508 shares; 2026Q3: 363,742 shares 363,742 $10.1M 0.65% -4,766 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: 8,377 shares; 2025Q1: 8,500 shares; 2025Q2: 8,514 shares; 2025Q3: 9,441 shares; 2025Q4: 10,155 shares; 2026Q1: 12,943 shares; 2026Q2: 13,196 shares; 2026Q3: 12,552 shares 12,552 $9.29M 0.6% -644 Timeline IBTI 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: 255,389 shares; 2025Q2: 292,439 shares; 2025Q3: 298,705 shares; 2025Q4: 300,987 shares; 2026Q1: 558,845 shares; 2026Q2: 398,119 shares; 2026Q3: 406,711 shares 406,711 $8.91M 0.58% +8,592 Timeline IBTG 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: 281,727 shares; 2025Q2: 300,277 shares; 2025Q3: 323,767 shares; 2025Q4: 334,631 shares; 2026Q1: 486,109 shares; 2026Q2: 376,752 shares; 2026Q3: 386,220 shares 386,220 $8.84M 0.57% +9,468 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,906 shares; 2025Q1: 130,345 shares; 2025Q2: 127,938 shares; 2025Q3: 125,083 shares; 2025Q4: 126,037 shares; 2026Q1: 130,538 shares; 2026Q2: 124,857 shares; 2026Q3: 125,145 shares 125,145 $8.78M 0.57% +288 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: 4,868 shares; 2025Q1: 5,081 shares; 2025Q2: 6,138 shares; 2025Q3: 6,037 shares; 2025Q4: 7,522 shares; 2026Q1: 10,674 shares; 2026Q2: 11,036 shares; 2026Q3: 11,609 shares 11,609 $8.42M 0.55% +573 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,651 shares; 2025Q1: 7,759 shares; 2025Q2: 5,881 shares; 2025Q3: 7,048 shares; 2025Q4: 7,724 shares; 2026Q1: 14,192 shares; 2026Q2: 9,859 shares; 2026Q3: 31,464 shares 31,464 $8.33M 0.54% +21,605 Timeline OEF 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: 11,822 shares; 2026Q2: 14,921 shares; 2026Q3: 21,396 shares 21,396 $8.17M 0.53% +6,475 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,012 shares; 2025Q1: 96,821 shares; 2025Q2: 103,565 shares; 2025Q3: 95,414 shares; 2025Q4: 117,317 shares; 2026Q1: 171,551 shares; 2026Q2: 175,645 shares; 2026Q3: 172,558 shares 172,558 $8.17M 0.53% -3,087 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: 71,402 shares; 2025Q1: 73,980 shares; 2025Q2: 72,963 shares; 2025Q3: 80,177 shares; 2025Q4: 142,634 shares; 2026Q1: 150,077 shares; 2026Q2: 156,527 shares; 2026Q3: 178,054 shares 178,054 $7.71M 0.5% +21,527 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: 21,714 shares; 2025Q1: 30,095 shares; 2025Q2: 35,858 shares; 2025Q3: 39,933 shares; 2025Q4: 40,108 shares; 2026Q1: 39,502 shares; 2026Q2: 51,517 shares; 2026Q3: 83,336 shares 83,336 $7.48M 0.48% +31,819 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223,426 shares; 2025Q4: 230,633 shares; 2026Q1: 197,784 shares; 2026Q2: 192,796 shares; 2026Q3: 185,086 shares 185,086 $7.38M 0.48% -7,710 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; 2024Q4: 7,990 shares; 2025Q1: 40,819 shares; 2025Q2: 43,532 shares; 2025Q3: 39,282 shares; 2025Q4: 41,429 shares; 2026Q1: 47,443 shares; 2026Q2: 48,776 shares; 2026Q3: 50,026 shares 50,026 $7.34M 0.48% +1,250 Timeline RDVY 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: 67,077 shares; 2025Q1: 74,518 shares; 2025Q2: 76,458 shares; 2025Q3: 62,002 shares; 2025Q4: 84,305 shares; 2026Q1: 77,276 shares; 2026Q2: 78,447 shares; 2026Q3: 92,411 shares 92,411 $7.23M 0.47% +13,964 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,256 shares; 2025Q1: 28,199 shares; 2025Q2: 31,032 shares; 2025Q3: 31,444 shares; 2025Q4: 31,677 shares; 2026Q1: 31,936 shares; 2026Q2: 33,924 shares; 2026Q3: 33,959 shares 33,959 $7.11M 0.46% +35 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195,249 shares; 2025Q4: 239,814 shares; 2026Q1: 321,609 shares; 2026Q2: 359,448 shares; 2026Q3: 350,726 shares 350,726 $7.06M 0.46% -8,722 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: 105,645 shares; 2025Q1: 117,484 shares; 2025Q2: 112,975 shares; 2025Q3: 130,787 shares; 2025Q4: 92,361 shares; 2026Q1: 86,961 shares; 2026Q2: 88,181 shares; 2026Q3: 94,881 shares 94,881 $6.7M 0.43% +6,700 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: 39,640 shares 39,640 $6.45M 0.42% 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: 758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,045 shares; 2026Q3: 47,840 shares 47,840 $6.41M 0.42% -4,205 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: 27,422 shares; 2025Q1: 29,441 shares; 2025Q2: 28,828 shares; 2025Q3: 29,971 shares; 2025Q4: 31,134 shares; 2026Q1: 35,076 shares; 2026Q2: 34,707 shares; 2026Q3: 22,522 shares 22,522 $6.41M 0.42% -12,185 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: 31,284 shares; 2025Q1: 34,504 shares; 2025Q2: 37,389 shares; 2025Q3: 27,754 shares; 2025Q4: 22,363 shares; 2026Q1: 23,097 shares; 2026Q2: 26,724 shares; 2026Q3: 27,200 shares 27,200 $6.04M 0.39% +476 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,776 shares; 2025Q1: 15,776 shares; 2025Q2: 15,810 shares; 2025Q3: 15,408 shares; 2025Q4: 94,973 shares; 2026Q1: 100,837 shares; 2026Q2: 117,066 shares; 2026Q3: 122,340 shares 122,340 $5.98M 0.39% +5,274 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,020 shares; 2025Q1: 32,014 shares; 2025Q2: 31,773 shares; 2025Q3: 32,748 shares; 2025Q4: 37,838 shares; 2026Q1: 40,419 shares; 2026Q2: 41,234 shares; 2026Q3: 42,220 shares 42,220 $5.98M 0.39% +986 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,845 shares; 2026Q2: 48,596 shares; 2026Q3: 150,862 shares 150,862 $5.95M 0.39% +102,266 Timeline IGV 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: 72,943 shares; 2026Q2: 65,445 shares; 2026Q3: 55,712 shares 55,712 $5.93M 0.38% -9,733 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: 2,983 shares; 2025Q1: 3,149 shares; 2025Q2: 2,856 shares; 2025Q3: 2,950 shares; 2025Q4: 3,786 shares; 2026Q1: 4,370 shares; 2026Q2: 12,567 shares; 2026Q3: 20,747 shares 20,747 $5.9M 0.38% +8,180 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,381 shares; 2025Q4: 88,384 shares; 2026Q1: 119,437 shares; 2026Q2: 131,658 shares; 2026Q3: 140,101 shares 140,101 $5.75M 0.37% +8,443 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: 14,764 shares; 2025Q1: 14,025 shares; 2025Q2: 14,022 shares; 2025Q3: 14,397 shares; 2025Q4: 16,946 shares; 2026Q1: 17,146 shares; 2026Q2: 18,206 shares; 2026Q3: 17,248 shares 17,248 $5.71M 0.37% -958 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,302 shares; 2025Q1: 24,713 shares; 2025Q2: 38,453 shares; 2025Q3: 45,617 shares; 2025Q4: 54,108 shares; 2026Q1: 61,496 shares; 2026Q2: 72,913 shares; 2026Q3: 72,097 shares 72,097 $5.57M 0.36% -816 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: not reported; 2026Q2: not reported; 2026Q3: 58,524 shares 58,524 $5.5M 0.36% new 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: 80,758 shares; 2025Q1: 169,954 shares; 2025Q2: 219,719 shares; 2025Q3: 259,309 shares; 2025Q4: 283,259 shares; 2026Q1: 184,218 shares; 2026Q2: 194,041 shares; 2026Q3: 167,167 shares 167,167 $5.44M 0.35% -26,874 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,075 shares; 2025Q1: 58,344 shares; 2025Q2: 58,212 shares; 2025Q3: 60,505 shares; 2025Q4: 66,104 shares; 2026Q1: 73,281 shares; 2026Q2: 72,409 shares; 2026Q3: 71,234 shares 71,234 $5.18M 0.34% -1,175 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: 27,057 shares; 2025Q1: 27,860 shares; 2025Q2: 26,443 shares; 2025Q3: 28,289 shares; 2025Q4: 30,221 shares; 2026Q1: 27,220 shares; 2026Q2: 26,950 shares; 2026Q3: 27,859 shares 27,859 $5.18M 0.34% +909 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,383 shares; 2025Q1: 19,720 shares; 2025Q2: 20,614 shares; 2025Q3: 20,132 shares; 2025Q4: 21,453 shares; 2026Q1: 27,107 shares; 2026Q2: 31,356 shares; 2026Q3: 33,173 shares 33,173 $5.08M 0.33% +1,817 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: 177,065 shares; 2025Q1: 71,632 shares; 2025Q2: 45,520 shares; 2025Q3: 75,992 shares; 2025Q4: 62,884 shares; 2026Q1: 60,974 shares; 2026Q2: 54,069 shares; 2026Q3: 54,504 shares 54,504 $4.99M 0.32% +435 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: 25,910 shares; 2025Q1: 9,750 shares; 2025Q2: 4,599 shares; 2025Q3: 10,228 shares; 2025Q4: 12,205 shares; 2026Q1: 10,910 shares; 2026Q2: 11,976 shares; 2026Q3: 24,466 shares 24,466 $4.99M 0.32% +12,490 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,592 shares; 2025Q1: 98,076 shares; 2025Q2: 100,198 shares; 2025Q3: 93,508 shares; 2025Q4: 84,017 shares; 2026Q1: 52,732 shares; 2026Q2: 53,453 shares; 2026Q3: 55,017 shares 55,017 $4.83M 0.31% +1,564 Timeline VOT 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: 15,773 shares; 2025Q1: 16,238 shares; 2025Q2: 16,280 shares; 2025Q3: 16,344 shares; 2025Q4: 16,354 shares; 2026Q1: 16,649 shares; 2026Q2: 16,642 shares; 2026Q3: 16,297 shares 16,297 $4.76M 0.31% -345 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: 22,986 shares; 2025Q1: 24,738 shares; 2025Q2: 29,482 shares; 2025Q3: 24,050 shares; 2025Q4: 22,935 shares; 2026Q1: 23,111 shares; 2026Q2: 23,052 shares; 2026Q3: 22,640 shares 22,640 $4.62M 0.3% -412 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,984 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 6,914 shares; 2026Q1: 33,500 shares; 2026Q2: 39,064 shares; 2026Q3: 47,503 shares 47,503 $4.6M 0.3% +8,439 Timeline ARKF 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: 107,695 shares; 2025Q1: 103,485 shares; 2025Q2: 103,454 shares; 2025Q3: 105,053 shares; 2025Q4: 104,267 shares; 2026Q1: 102,821 shares; 2026Q2: 102,295 shares; 2026Q3: 100,682 shares 100,682 $4.58M 0.3% -1,613 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,903 shares; 2025Q4: 205,523 shares; 2026Q1: 213,968 shares; 2026Q2: 211,328 shares; 2026Q3: 212,903 shares 212,903 $4.56M 0.3% +1,575 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,300 shares; 2025Q1: 89,004 shares; 2025Q2: 92,724 shares; 2025Q3: 95,692 shares; 2025Q4: 117,266 shares; 2026Q1: 106,209 shares; 2026Q2: 111,256 shares; 2026Q3: 112,242 shares 112,242 $4.55M 0.3% +986 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: 20,005 shares; 2025Q1: 20,012 shares; 2025Q2: 19,557 shares; 2025Q3: 19,562 shares; 2025Q4: 61,684 shares; 2026Q1: 61,579 shares; 2026Q2: 61,382 shares; 2026Q3: 59,111 shares 59,111 $4.46M 0.29% -2,271 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,057 shares; 2025Q1: 74,971 shares; 2025Q2: 75,063 shares; 2025Q3: 75,230 shares; 2025Q4: 200,329 shares; 2026Q1: 208,874 shares; 2026Q2: 214,054 shares; 2026Q3: 220,743 shares 220,743 $4.39M 0.28% +6,689 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,011 shares; 2025Q1: 16,469 shares; 2025Q2: 25,931 shares; 2025Q3: 29,117 shares; 2025Q4: 34,640 shares; 2026Q1: 38,500 shares; 2026Q2: 44,529 shares; 2026Q3: 55,484 shares 55,484 $4.34M 0.28% +10,955 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 48,943 shares; 2025Q2: 41,709 shares; 2025Q3: 43,783 shares; 2025Q4: 70,568 shares; 2026Q1: 59,595 shares; 2026Q2: 57,490 shares; 2026Q3: 51,861 shares 51,861 $4.25M 0.28% -5,629 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,094 shares; 2026Q1: 72,076 shares; 2026Q2: 80,467 shares; 2026Q3: 80,053 shares 80,053 $4.07M 0.26% -414 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; 2024Q4: 28,823 shares; 2025Q1: 28,186 shares; 2025Q2: 30,937 shares; 2025Q3: 29,138 shares; 2025Q4: 66,527 shares; 2026Q1: 64,394 shares; 2026Q2: 65,179 shares; 2026Q3: 65,338 shares 65,338 $4.02M 0.26% +159 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 12,295 shares; 2026Q1: 26,745 shares; 2026Q2: 36,995 shares; 2026Q3: 46,553 shares 46,553 $3.96M 0.26% +9,558 Timeline XSMO 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: 74,129 shares; 2025Q1: 75,464 shares; 2025Q2: 78,203 shares; 2025Q3: 42,594 shares; 2025Q4: 44,220 shares; 2026Q1: 46,042 shares; 2026Q2: 47,309 shares; 2026Q3: 48,420 shares 48,420 $3.95M 0.26% +1,111 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,909 shares; 2025Q1: 49,530 shares; 2025Q2: 48,281 shares; 2025Q3: 50,838 shares; 2025Q4: 76,132 shares; 2026Q1: 79,751 shares; 2026Q2: 81,884 shares; 2026Q3: 85,205 shares 85,205 $3.89M 0.25% +3,321 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; 2024Q4: 11,599 shares; 2025Q1: 12,181 shares; 2025Q2: 12,521 shares; 2025Q3: 14,847 shares; 2025Q4: 46,026 shares; 2026Q1: 43,556 shares; 2026Q2: 45,082 shares; 2026Q3: 49,719 shares 49,719 $3.88M 0.25% +4,637 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: 2,632 shares; 2025Q1: 2,788 shares; 2025Q2: 2,106 shares; 2025Q3: 2,896 shares; 2025Q4: 2,960 shares; 2026Q1: 7,073 shares; 2026Q2: 9,199 shares; 2026Q3: 12,297 shares 12,297 $3.75M 0.24% +3,098 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: 3,309 shares; 2025Q1: 2,706 shares; 2025Q2: 3,195 shares; 2025Q3: 2,368 shares; 2025Q4: 3,294 shares; 2026Q1: 9,251 shares; 2026Q2: 8,828 shares; 2026Q3: 8,621 shares 8,621 $3.43M 0.22% -207 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: 1,922 shares; 2025Q1: 1,791 shares; 2025Q2: 1,878 shares; 2025Q3: 3,563 shares; 2025Q4: 10,083 shares; 2026Q1: 8,030 shares; 2026Q2: 7,889 shares; 2026Q3: 8,766 shares 8,766 $3.34M 0.22% +877 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,033 shares; 2025Q1: 3,310 shares; 2025Q2: 3,901 shares; 2025Q3: 3,686 shares; 2025Q4: 5,227 shares; 2026Q1: 5,669 shares; 2026Q2: 24,668 shares; 2026Q3: 26,489 shares 26,489 $3.32M 0.22% +1,821 Timeline BOND 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: 7,509 shares; 2026Q1: 37,621 shares; 2026Q2: 40,092 shares; 2026Q3: 37,599 shares 37,599 $3.27M 0.21% -2,493 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,605 shares; 2025Q1: 48,131 shares; 2025Q2: 5,824 shares; 2025Q3: 5,703 shares; 2025Q4: 5,629 shares; 2026Q1: 5,673 shares; 2026Q2: 5,603 shares; 2026Q3: 26,720 shares 26,720 $3.15M 0.2% +21,117 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,661 shares; 2026Q2: 11,659 shares; 2026Q3: 14,031 shares 14,031 $3.09M 0.2% +2,372 Timeline PWB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,931 shares; 2026Q2: 17,775 shares; 2026Q3: 18,822 shares 18,822 $3.05M 0.2% +1,047 Timeline FRMI FERMI INC More: the full row for FERMI 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: 741,378 shares; 2026Q3: 724,505 shares 724,505 $3.05M 0.2% -16,873 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,769 shares; 2025Q1: 7,366 shares; 2025Q2: 7,167 shares; 2025Q3: 7,065 shares; 2025Q4: 6,482 shares; 2026Q1: 6,403 shares; 2026Q2: 6,296 shares; 2026Q3: 6,257 shares 6,257 $3.05M 0.2% -39 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: 2,076 shares; 2025Q1: 1,313 shares; 2025Q2: 9,343 shares; 2025Q3: 11,042 shares; 2025Q4: 12,194 shares; 2026Q1: 9,751 shares; 2026Q2: 8,286 shares; 2026Q3: 8,286 shares 8,286 $3.04M 0.2% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,179 shares; 2026Q1: 36,140 shares; 2026Q2: 39,533 shares; 2026Q3: 43,406 shares 43,406 $3.01M 0.19% +3,873 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,657 shares; 2025Q1: 20,031 shares; 2025Q2: 15,293 shares; 2025Q3: 12,607 shares; 2025Q4: 3,708 shares; 2026Q1: 5,202 shares; 2026Q2: 5,234 shares; 2026Q3: 5,558 shares 5,558 $2.99M 0.19% +324 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,512 shares; 2026Q2: 20,771 shares; 2026Q3: 23,389 shares 23,389 $2.88M 0.19% +2,618 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares; 2026Q1: 52,346 shares; 2026Q2: 52,507 shares; 2026Q3: 50,876 shares 50,876 $2.86M 0.19% -1,631 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,036 shares; 2025Q1: 32,846 shares; 2025Q2: 32,214 shares; 2025Q3: 31,089 shares; 2025Q4: 30,863 shares; 2026Q1: 30,136 shares; 2026Q2: 30,111 shares; 2026Q3: 29,176 shares 29,176 $2.84M 0.18% -935 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM 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: 416,080 shares; 2026Q1: 439,899 shares; 2026Q2: 457,913 shares; 2026Q3: 454,670 shares 454,670 $2.73M 0.18% -3,243 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,997 shares; 2025Q1: 10,330 shares; 2025Q2: 10,192 shares; 2025Q3: 9,934 shares; 2025Q4: 8,935 shares; 2026Q1: 9,213 shares; 2026Q2: 8,626 shares; 2026Q3: 7,631 shares 7,631 $2.65M 0.17% -995 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: 27,629 shares; 2025Q1: 30,190 shares; 2025Q2: 32,569 shares; 2025Q3: 35,007 shares; 2025Q4: 40,020 shares; 2026Q1: 46,400 shares; 2026Q2: 48,598 shares; 2026Q3: 53,397 shares 53,397 $2.65M 0.17% +4,799 Timeline VBK 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: 16,785 shares; 2025Q1: 16,808 shares; 2025Q2: 16,518 shares; 2025Q3: 17,089 shares; 2025Q4: 17,138 shares; 2026Q1: 16,692 shares; 2026Q2: 16,592 shares; 2026Q3: 7,554 shares 7,554 $2.55M 0.17% -9,038 Timeline IBMP 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: 101,032 shares; 2026Q3: 99,456 shares 99,456 $2.51M 0.16% -1,576 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,659 shares; 2025Q2: 5,456 shares; 2025Q3: 10,870 shares; 2025Q4: 13,814 shares; 2026Q1: 13,713 shares; 2026Q2: 13,663 shares; 2026Q3: 13,463 shares 13,463 $2.51M 0.16% -200 Timeline IBMQ 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: 99,285 shares; 2026Q3: 99,639 shares 99,639 $2.5M 0.16% +354 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 38,195 shares; 2026Q2: 37,822 shares; 2026Q3: 37,822 shares 37,822 $2.5M 0.16% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,927 shares; 2025Q1: 4,021 shares; 2025Q2: 4,347 shares; 2025Q3: 4,650 shares; 2025Q4: 9,131 shares; 2026Q1: 9,031 shares; 2026Q2: 9,365 shares; 2026Q3: 10,058 shares 10,058 $2.49M 0.16% +693 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,169 shares; 2025Q1: 69,178 shares; 2025Q2: 85,042 shares; 2025Q3: 111,495 shares; 2025Q4: 128,876 shares; 2026Q1: 146,246 shares; 2026Q2: 174,537 shares; 2026Q3: 43,273 shares 43,273 $2.49M 0.16% -131,264 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: 849 shares; 2026Q1: 869 shares; 2026Q2: 2,651 shares; 2026Q3: 2,301 shares 2,301 $2.45M 0.16% -350 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,853 shares; 2025Q1: 49,631 shares; 2025Q2: 48,707 shares; 2025Q3: 62,419 shares; 2025Q4: 40,278 shares; 2026Q1: 38,768 shares; 2026Q2: 39,372 shares; 2026Q3: 39,736 shares 39,736 $2.36M 0.15% +364 Timeline EDIV 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; 2024Q4: 92,400 shares; 2025Q1: 93,792 shares; 2025Q2: 95,432 shares; 2025Q3: 139,293 shares; 2025Q4: 151,232 shares; 2026Q1: 171,204 shares; 2026Q2: 179,521 shares; 2026Q3: 57,642 shares 57,642 $2.31M 0.15% -121,879 Timeline MMIT 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: 33,871 shares; 2025Q1: 35,776 shares; 2025Q2: 36,209 shares; 2025Q3: 34,531 shares; 2025Q4: 36,048 shares; 2026Q1: 82,612 shares; 2026Q2: 91,400 shares; 2026Q3: 98,857 shares 98,857 $2.26M 0.15% +7,457 Timeline IBTJ 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: 72,311 shares; 2025Q2: 71,302 shares; 2025Q3: 71,212 shares; 2025Q4: 66,333 shares; 2026Q1: 85,513 shares; 2026Q2: 99,482 shares; 2026Q3: 106,262 shares 106,262 $2.26M 0.15% +6,780 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,514 shares; 2026Q3: 43,473 shares 43,473 $2.19M 0.14% +31,959 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: 3,062 shares; 2025Q1: 2,732 shares; 2025Q2: 2,725 shares; 2025Q3: 2,960 shares; 2025Q4: 3,447 shares; 2026Q1: 2,731 shares; 2026Q2: 2,628 shares; 2026Q3: 2,669 shares 2,669 $2.16M 0.14% +41 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: 41,293 shares; 2025Q1: 40,805 shares; 2025Q2: 40,678 shares; 2025Q3: 41,531 shares; 2025Q4: 58,286 shares; 2026Q1: 62,562 shares; 2026Q2: 60,982 shares; 2026Q3: 58,918 shares 58,918 $2.1M 0.14% -2,064 Timeline RWL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,461 shares; 2026Q2: 15,059 shares; 2026Q3: 16,066 shares 16,066 $2.07M 0.13% +1,007 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: 11,044 shares; 2025Q1: 8,948 shares; 2025Q2: 7,860 shares; 2025Q3: 8,485 shares; 2025Q4: 9,494 shares; 2026Q1: 8,138 shares; 2026Q2: 7,002 shares; 2026Q3: 7,588 shares 7,588 $2.01M 0.13% +586 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 37,909 shares; 2026Q1: 46,189 shares; 2026Q2: 50,588 shares; 2026Q3: 50,242 shares 50,242 $2M 0.13% -346 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,750 shares; 2026Q1: 51,663 shares; 2026Q2: 54,520 shares; 2026Q3: 53,120 shares 53,120 $1.99M 0.13% -1,400 Timeline AUSF 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: not reported; 2025Q1: not reported; 2025Q2: 99,035 shares; 2025Q3: 93,351 shares; 2025Q4: 101,388 shares; 2026Q1: 120,072 shares; 2026Q2: 127,370 shares; 2026Q3: 40,760 shares 40,760 $1.99M 0.13% -86,610 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,416 shares; 2025Q1: 22,364 shares; 2025Q2: 24,456 shares; 2025Q3: 26,044 shares; 2025Q4: 28,249 shares; 2026Q1: 30,614 shares; 2026Q2: 35,657 shares; 2026Q3: 24,911 shares 24,911 $1.94M 0.13% -10,746 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,715 shares; 2025Q1: 9,215 shares; 2025Q2: 9,171 shares; 2025Q3: 9,176 shares; 2025Q4: 9,350 shares; 2026Q1: 9,643 shares; 2026Q2: 9,396 shares; 2026Q3: 10,050 shares 10,050 $1.92M 0.12% +654 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,554 shares; 2025Q1: 72,245 shares; 2025Q2: 77,845 shares; 2025Q3: 70,806 shares; 2025Q4: 66,757 shares; 2026Q1: 36,916 shares; 2026Q2: 39,559 shares; 2026Q3: 39,256 shares 39,256 $1.91M 0.12% -303 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 77,541 shares; 2026Q3: 77,441 shares 77,441 $1.9M 0.12% -100 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 14,155 shares; 2026Q1: 18,932 shares; 2026Q2: 19,883 shares; 2026Q3: 35,009 shares 35,009 $1.88M 0.12% +15,126 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,621 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,538 shares; 2025Q4: 2,466 shares; 2026Q1: 2,324 shares; 2026Q2: 2,284 shares; 2026Q3: 2,197 shares 2,197 $1.88M 0.12% -87 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,571 shares; 2025Q1: 7,611 shares; 2025Q2: 7,611 shares; 2025Q3: 7,611 shares; 2025Q4: 7,671 shares; 2026Q1: 8,741 shares; 2026Q2: 10,397 shares; 2026Q3: 10,142 shares 10,142 $1.86M 0.12% -255 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,969 shares; 2025Q1: 193,644 shares; 2025Q2: 193,773 shares; 2025Q3: 47,225 shares; 2025Q4: 45,725 shares; 2026Q1: 44,898 shares; 2026Q2: 44,488 shares; 2026Q3: 44,245 shares 44,245 $1.85M 0.12% -243 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: 2,012 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 7,674 shares; 2026Q2: 5,360 shares; 2026Q3: 5,430 shares 5,430 $1.84M 0.12% +70 Timeline VFLO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,606 shares; 2026Q1: 23,070 shares; 2026Q2: 26,193 shares; 2026Q3: 34,558 shares 34,558 $1.77M 0.11% +8,365 Timeline IFLO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,677 shares; 2026Q2: 45,297 shares; 2026Q3: 49,799 shares 49,799 $1.75M 0.11% +4,502 Timeline SHY 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: 10,959 shares; 2026Q2: 12,058 shares; 2026Q3: 21,017 shares 21,017 $1.71M 0.11% +8,959 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: 3,758 shares; 2025Q1: 3,658 shares; 2025Q2: 4,223 shares; 2025Q3: 4,137 shares; 2025Q4: 4,518 shares; 2026Q1: 3,801 shares; 2026Q2: 4,001 shares; 2026Q3: 4,692 shares 4,692 $1.69M 0.11% +691 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,148 shares; 2025Q1: 42,841 shares; 2025Q2: 37,105 shares; 2025Q3: 16,214 shares; 2025Q4: 19,088 shares; 2026Q1: 16,986 shares; 2026Q2: 17,446 shares; 2026Q3: 18,261 shares 18,261 $1.58M 0.1% +815 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,647 shares; 2025Q1: 27,517 shares; 2025Q2: 29,121 shares; 2025Q3: 37,493 shares; 2025Q4: 51,670 shares; 2026Q1: 51,404 shares; 2026Q2: 49,118 shares; 2026Q3: 49,191 shares 49,191 $1.57M 0.1% +73 Timeline DISV 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: 28,028 shares; 2026Q2: 33,027 shares; 2026Q3: 36,263 shares 36,263 $1.57M 0.1% +3,236 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,393 shares; 2025Q1: 106,548 shares; 2025Q2: 33,412 shares; 2025Q3: 25,502 shares; 2025Q4: 56,266 shares; 2026Q1: 23,912 shares; 2026Q2: 25,174 shares; 2026Q3: 23,417 shares 23,417 $1.56M 0.1% -1,757 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; 2024Q4: 6,750 shares; 2025Q1: 6,012 shares; 2025Q2: 5,798 shares; 2025Q3: 5,622 shares; 2025Q4: 5,142 shares; 2026Q1: 23,068 shares; 2026Q2: 24,010 shares; 2026Q3: 17,306 shares 17,306 $1.55M 0.1% -6,704 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: 26,352 shares; 2025Q1: 27,073 shares; 2025Q2: 27,132 shares; 2025Q3: 25,967 shares; 2025Q4: 28,013 shares; 2026Q1: 29,565 shares; 2026Q2: 28,897 shares; 2026Q3: 28,161 shares 28,161 $1.53M 0.1% -736 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,330 shares; 2025Q1: 39,797 shares; 2025Q2: 46,035 shares; 2025Q3: 48,553 shares; 2025Q4: 49,115 shares; 2026Q1: 35,740 shares; 2026Q2: 40,915 shares; 2026Q3: 28,954 shares 28,954 $1.5M 0.1% -11,961 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,744 shares; 2026Q1: 40,768 shares; 2026Q2: 41,277 shares; 2026Q3: 40,690 shares 40,690 $1.5M 0.1% -587 Timeline VSS 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; 2024Q4: 5,934 shares; 2025Q1: 6,223 shares; 2025Q2: 7,401 shares; 2025Q3: 7,201 shares; 2025Q4: 7,683 shares; 2026Q1: 7,637 shares; 2026Q2: 8,775 shares; 2026Q3: 9,493 shares 9,493 $1.47M 0.1% +718 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER 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: 10,232 shares; 2026Q2: 20,362 shares; 2026Q3: 32,066 shares 32,066 $1.46M 0.09% +11,704 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,160 shares; 2025Q1: 11,755 shares; 2025Q2: 12,005 shares; 2025Q3: 12,980 shares; 2025Q4: 13,570 shares; 2026Q1: 16,639 shares; 2026Q2: 18,689 shares; 2026Q3: 21,529 shares 21,529 $1.46M 0.09% +2,840 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: 1,760 shares; 2025Q4: 6,364 shares; 2026Q1: 4,395 shares; 2026Q2: 6,403 shares; 2026Q3: 16,620 shares 16,620 $1.45M 0.09% +10,217 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,456 shares; 2025Q1: 23,585 shares; 2025Q2: 29,635 shares; 2025Q3: 31,233 shares; 2025Q4: 31,773 shares; 2026Q1: 31,087 shares; 2026Q2: 29,079 shares; 2026Q3: 29,078 shares 29,078 $1.44M 0.09% -1 Timeline JIVE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,851 shares 14,851 $1.41M 0.09% 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: 17,764 shares; 2025Q1: 12,828 shares; 2025Q2: 11,837 shares; 2025Q3: 11,589 shares; 2025Q4: 11,423 shares; 2026Q1: 11,073 shares; 2026Q2: 10,122 shares; 2026Q3: 9,492 shares 9,492 $1.41M 0.09% -630 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,708 shares; 2026Q1: 7,359 shares; 2026Q2: 7,972 shares; 2026Q3: 7,909 shares 7,909 $1.4M 0.09% -63 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: 8,188 shares; 2025Q1: 8,466 shares; 2025Q2: 8,978 shares; 2025Q3: 9,064 shares; 2025Q4: 9,275 shares; 2026Q1: 8,842 shares; 2026Q2: 8,916 shares; 2026Q3: 9,207 shares 9,207 $1.4M 0.09% +291 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: 14,344 shares; 2025Q1: 15,748 shares; 2025Q2: 15,258 shares; 2025Q3: 15,470 shares; 2025Q4: 16,738 shares; 2026Q1: 17,743 shares; 2026Q2: 11,934 shares; 2026Q3: 13,239 shares 13,239 $1.38M 0.09% +1,305 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: 2,602 shares; 2025Q1: 2,323 shares; 2025Q2: 2,059 shares; 2025Q3: 16,142 shares; 2025Q4: 9,240 shares; 2026Q1: 10,989 shares; 2026Q2: 9,146 shares; 2026Q3: 9,949 shares 9,949 $1.37M 0.09% +803 Timeline VWOB 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: 15,512 shares; 2025Q1: 16,845 shares; 2025Q2: 16,865 shares; 2025Q3: 20,031 shares; 2025Q4: 29,822 shares; 2026Q1: 22,021 shares; 2026Q2: 22,010 shares; 2026Q3: 21,590 shares 21,590 $1.36M 0.09% -420 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES 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: 459,955 shares; 2026Q2: 308,955 shares; 2026Q3: 308,955 shares 308,955 $1.36M 0.09% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 533 shares; 2025Q1: 434 shares; 2025Q2: 1,573 shares; 2025Q3: 1,612 shares; 2025Q4: 1,764 shares; 2026Q1: 1,387 shares; 2026Q2: 1,492 shares; 2026Q3: 4,152 shares 4,152 $1.35M 0.09% +2,660 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,852 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 10,228 shares; 2026Q1: 10,341 shares; 2026Q2: 10,036 shares; 2026Q3: 8,782 shares 8,782 $1.34M 0.09% -1,254 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 31,049 shares; 2025Q2: 34,784 shares; 2025Q3: 37,942 shares; 2025Q4: 39,632 shares; 2026Q1: 51,544 shares; 2026Q2: 46,538 shares; 2026Q3: 52,104 shares 52,104 $1.32M 0.09% +5,566 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,714 shares; 2025Q1: 17,144 shares; 2025Q2: 17,212 shares; 2025Q3: 17,292 shares; 2025Q4: 11,765 shares; 2026Q1: 13,546 shares; 2026Q2: 16,536 shares; 2026Q3: 16,406 shares 16,406 $1.31M 0.09% -130 Timeline IBMO 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: 49,972 shares; 2026Q3: 49,204 shares 49,204 $1.26M 0.08% -768 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: 6,682 shares; 2025Q1: 6,685 shares; 2025Q2: 6,234 shares; 2025Q3: 6,139 shares; 2025Q4: 7,895 shares; 2026Q1: 12,559 shares; 2026Q2: 8,764 shares; 2026Q3: 25,987 shares 25,987 $1.23M 0.08% +17,223 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: 6,202 shares; 2025Q1: 6,644 shares; 2025Q2: 6,506 shares; 2025Q3: 6,543 shares; 2025Q4: 7,858 shares; 2026Q1: 8,448 shares; 2026Q2: 7,999 shares; 2026Q3: 7,876 shares 7,876 $1.22M 0.08% -123 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,969 shares; 2025Q1: 6,189 shares; 2025Q2: 6,824 shares; 2025Q3: 7,615 shares; 2025Q4: 8,569 shares; 2026Q1: 11,130 shares; 2026Q2: 12,737 shares; 2026Q3: 12,826 shares 12,826 $1.21M 0.08% +89 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 724 shares; 2025Q1: 975 shares; 2025Q2: 1,016 shares; 2025Q3: 993 shares; 2025Q4: 1,281 shares; 2026Q1: 1,324 shares; 2026Q2: 1,309 shares; 2026Q3: 1,345 shares 1,345 $1.21M 0.08% +36 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,801 shares; 2025Q1: 12,756 shares; 2025Q2: 12,756 shares; 2025Q3: 12,706 shares; 2025Q4: 12,530 shares; 2026Q1: 17,890 shares; 2026Q2: 17,890 shares; 2026Q3: 17,877 shares 17,877 $1.2M 0.08% -13 Timeline ICOP 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: 22,397 shares; 2026Q2: 23,477 shares; 2026Q3: 22,410 shares 22,410 $1.19M 0.08% -1,067 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: 2,790 shares; 2025Q1: 2,207 shares; 2025Q2: 4,677 shares; 2025Q3: 3,799 shares; 2025Q4: 3,655 shares; 2026Q1: 2,579 shares; 2026Q2: 2,932 shares; 2026Q3: 2,607 shares 2,607 $1.19M 0.08% -325 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: 511 shares; 2025Q1: 531 shares; 2025Q2: 789 shares; 2025Q3: 734 shares; 2025Q4: 786 shares; 2026Q1: 877 shares; 2026Q2: 903 shares; 2026Q3: 1,027 shares 1,027 $1.19M 0.08% +124 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,604 shares; 2025Q1: 34,476 shares; 2025Q2: 8,355 shares; 2025Q3: 7,847 shares; 2025Q4: 8,563 shares; 2026Q1: 6,539 shares; 2026Q2: 22,343 shares; 2026Q3: 17,320 shares 17,320 $1.19M 0.08% -5,023 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,467 shares; 2025Q1: 25,277 shares; 2025Q2: 25,277 shares; 2025Q3: 25,277 shares; 2025Q4: 25,277 shares; 2026Q1: 80,529 shares; 2026Q2: 80,529 shares; 2026Q3: 78,719 shares 78,719 $1.18M 0.08% -1,810 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: 10,095 shares; 2025Q1: 10,439 shares; 2025Q2: 13,872 shares; 2025Q3: 13,904 shares; 2025Q4: 11,969 shares; 2026Q1: 18,285 shares; 2026Q2: 19,070 shares; 2026Q3: 23,419 shares 23,419 $1.16M 0.08% +4,349 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 2,448 shares; 2026Q1: 3,725 shares; 2026Q2: 4,276 shares; 2026Q3: 4,519 shares 4,519 $1.15M 0.07% +243 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 14,767 shares; 2026Q1: 18,934 shares; 2026Q2: 21,901 shares; 2026Q3: 22,356 shares 22,356 $1.12M 0.07% +455 Timeline IUSG 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: 3,438 shares; 2026Q1: 5,427 shares; 2026Q2: 5,215 shares; 2026Q3: 5,772 shares 5,772 $1.12M 0.07% +557 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: 610 shares; 2025Q1: 493 shares; 2025Q2: 765 shares; 2025Q3: 784 shares; 2025Q4: 1,050 shares; 2026Q1: 1,104 shares; 2026Q2: 1,134 shares; 2026Q3: 1,211 shares 1,211 $1.1M 0.07% +77 Timeline IGSB 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: 22,501 shares; 2026Q2: 23,786 shares; 2026Q3: 21,152 shares 21,152 $1.08M 0.07% -2,634 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,725 shares; 2026Q1: 9,968 shares; 2026Q2: 10,428 shares; 2026Q3: 10,367 shares 10,367 $1.07M 0.07% -61 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,726 shares; 2025Q1: 7,925 shares; 2025Q2: 8,289 shares; 2025Q3: 8,160 shares; 2025Q4: 8,455 shares; 2026Q1: 20,765 shares; 2026Q2: 20,382 shares; 2026Q3: 20,359 shares 20,359 $1.07M 0.07% -23 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,864 shares; 2025Q1: 961 shares; 2025Q2: 932 shares; 2025Q3: 610 shares; 2025Q4: 580 shares; 2026Q1: 587 shares; 2026Q2: 596 shares; 2026Q3: 590 shares 590 $1.07M 0.07% -6 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,545 shares; 2025Q1: 21,892 shares; 2025Q2: 23,304 shares; 2025Q3: 22,633 shares; 2025Q4: 8,143 shares; 2026Q1: 8,492 shares; 2026Q2: 9,427 shares; 2026Q3: 9,484 shares 9,484 $1.07M 0.07% +57 Timeline FTCB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,809 shares 53,809 $1.06M 0.07% new 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: 17,065 shares; 2025Q1: 17,230 shares; 2025Q2: 17,729 shares; 2025Q3: 18,026 shares; 2025Q4: 17,981 shares; 2026Q1: 17,928 shares; 2026Q2: 18,889 shares; 2026Q3: 20,047 shares 20,047 $1.06M 0.07% +1,158 Timeline MBB 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: 11,212 shares; 2026Q2: 12,484 shares; 2026Q3: 11,770 shares 11,770 $1.05M 0.07% -714 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: 3,457 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,156 shares; 2025Q4: 3,209 shares; 2026Q1: 3,771 shares; 2026Q2: 1,284 shares; 2026Q3: 1,732 shares 1,732 $1.05M 0.07% +448 Timeline UITB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,138 shares; 2026Q2: 21,183 shares; 2026Q3: 23,047 shares 23,047 $1.03M 0.07% +1,864 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,540 shares; 2025Q1: 8,126 shares; 2025Q2: 7,989 shares; 2025Q3: 6,087 shares; 2025Q4: 18,177 shares; 2026Q1: 18,718 shares; 2026Q2: 22,312 shares; 2026Q3: 23,030 shares 23,030 $1.02M 0.07% +718 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 22,175 shares; 2026Q1: 20,392 shares; 2026Q2: 19,130 shares; 2026Q3: 18,531 shares 18,531 $1.01M 0.07% -599 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,638 shares; 2025Q1: 29,155 shares; 2025Q2: 29,735 shares; 2025Q3: 12,366 shares; 2025Q4: 11,748 shares; 2026Q1: 25,092 shares; 2026Q2: 14,335 shares; 2026Q3: 14,265 shares 14,265 $999K 0.06% -70 Timeline FTCS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,282 shares; 2026Q1: 12,652 shares; 2026Q2: 10,606 shares; 2026Q3: 10,430 shares 10,430 $979K 0.06% -176 Timeline DLMY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 31,200 shares 31,200 $953K 0.06% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,676 shares; 2025Q1: 10,076 shares; 2025Q2: 11,112 shares; 2025Q3: 10,580 shares; 2025Q4: 11,240 shares; 2026Q1: 33,380 shares; 2026Q2: 30,915 shares; 2026Q3: 32,144 shares 32,144 $948K 0.06% +1,229 Timeline VT 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; 2024Q4: 4,765 shares; 2025Q1: 4,817 shares; 2025Q2: 4,535 shares; 2025Q3: 4,579 shares; 2025Q4: 4,837 shares; 2026Q1: 5,461 shares; 2026Q2: 5,495 shares; 2026Q3: 5,978 shares 5,978 $944K 0.06% +483 Timeline IYW 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: 1,779 shares; 2026Q1: 1,847 shares; 2026Q2: 2,556 shares; 2026Q3: 3,535 shares 3,535 $936K 0.06% +979 Timeline WING WINGSTOP INC More: the full row for WINGSTOP 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: 8,716 shares 8,716 $918K 0.06% new Timeline ITB 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: 19,592 shares; 2026Q1: 14,486 shares; 2026Q2: 9,913 shares; 2026Q3: 10,535 shares 10,535 $917K 0.06% +622 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,583 shares; 2025Q1: 6,282 shares; 2025Q2: 6,385 shares; 2025Q3: 6,283 shares; 2025Q4: 6,363 shares; 2026Q1: 6,285 shares; 2026Q2: 7,630 shares; 2026Q3: 7,034 shares 7,034 $911K 0.06% -596 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,914 shares; 2025Q1: 32,680 shares; 2025Q2: 19,760 shares; 2025Q3: 18,834 shares; 2025Q4: 18,164 shares; 2026Q1: 17,702 shares; 2026Q2: 17,582 shares; 2026Q3: 17,275 shares 17,275 $897K 0.06% -307 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE 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: 13,501 shares; 2026Q1: 13,974 shares; 2026Q2: 13,864 shares; 2026Q3: 13,542 shares 13,542 $875K 0.06% -322 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,431 shares; 2026Q3: 2,431 shares 2,431 $874K 0.06% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,671 shares; 2025Q1: 25,984 shares; 2025Q2: 20,548 shares; 2025Q3: 20,295 shares; 2025Q4: 20,180 shares; 2026Q1: 20,180 shares; 2026Q2: 20,180 shares; 2026Q3: 20,457 shares 20,457 $873K 0.06% +277 Timeline TLH 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: 7,814 shares; 2026Q2: 8,860 shares; 2026Q3: 9,336 shares 9,336 $860K 0.06% +476 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 7,430 shares; 2026Q3: 12,045 shares 12,045 $839K 0.05% +4,615 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 24,800 shares; 2026Q1: 28,169 shares; 2026Q2: 31,809 shares; 2026Q3: 32,426 shares 32,426 $837K 0.05% +617 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491 shares; 2025Q1: 461 shares; 2025Q2: 693 shares; 2025Q3: 668 shares; 2025Q4: 5,814 shares; 2026Q1: 11,382 shares; 2026Q2: 11,215 shares; 2026Q3: 11,975 shares 11,975 $833K 0.05% +760 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: 2,687 shares; 2025Q1: 2,668 shares; 2025Q2: 2,590 shares; 2025Q3: 3,326 shares; 2025Q4: 3,954 shares; 2026Q1: 4,046 shares; 2026Q2: 4,457 shares; 2026Q3: 4,471 shares 4,471 $830K 0.05% +14 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 477 shares 477 $830K 0.05% new 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: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,897 shares; 2025Q3: 4,898 shares; 2025Q4: 4,899 shares; 2026Q1: 7,407 shares; 2026Q2: 8,150 shares; 2026Q3: 8,149 shares 8,149 $824K 0.05% -1 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: 1,868 shares; 2025Q1: 1,800 shares; 2025Q2: 1,738 shares; 2025Q3: 1,562 shares; 2025Q4: 5,178 shares; 2026Q1: 5,238 shares; 2026Q2: 4,633 shares; 2026Q3: 4,854 shares 4,854 $818K 0.05% +221 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,282 shares; 2025Q1: 5,287 shares; 2025Q2: 5,232 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares; 2026Q1: 5,183 shares; 2026Q2: 5,325 shares; 2026Q3: 5,325 shares 5,325 $813K 0.05% 0 Timeline BGGG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD 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: not reported; 2026Q3: 23,420 shares 23,420 $813K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 4,569 shares; 2025Q4: 4,735 shares; 2026Q1: 5,346 shares; 2026Q2: 7,266 shares; 2026Q3: 16,747 shares 16,747 $812K 0.05% +9,481 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: 5,610 shares; 2026Q2: 6,265 shares; 2026Q3: 6,462 shares 6,462 $777K 0.05% +197 Timeline PXH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,642 shares; 2026Q3: 26,677 shares 26,677 $775K 0.05% +17,035 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,119 shares; 2025Q1: 6,660 shares; 2025Q2: 6,622 shares; 2025Q3: 6,969 shares; 2025Q4: 6,762 shares; 2026Q1: 9,172 shares; 2026Q2: 9,172 shares; 2026Q3: 7,580 shares 7,580 $775K 0.05% -1,592 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,259 shares; 2025Q1: 3,259 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 2,857 shares; 2026Q2: 2,822 shares; 2026Q3: 2,867 shares 2,867 $771K 0.05% +45 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,723 shares; 2025Q1: 10,769 shares; 2025Q2: 10,856 shares; 2025Q3: 9,627 shares; 2025Q4: 9,995 shares; 2026Q1: 10,390 shares; 2026Q2: 10,142 shares; 2026Q3: 11,119 shares 11,119 $749K 0.05% +977 Timeline JQUA 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: 193,203 shares; 2025Q1: 14,907 shares; 2025Q2: 13,090 shares; 2025Q3: 12,616 shares; 2025Q4: 11,247 shares; 2026Q1: 11,107 shares; 2026Q2: 10,357 shares; 2026Q3: 10,075 shares 10,075 $744K 0.05% -282 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; 2024Q4: 13,349 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,612 shares; 2026Q1: 5,037 shares; 2026Q2: 5,016 shares; 2026Q3: 4,661 shares 4,661 $735K 0.05% -355 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,152 shares 5,152 $733K 0.05% new 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: 7,668 shares; 2025Q1: 6,914 shares; 2025Q2: 7,933 shares; 2025Q3: 6,842 shares; 2025Q4: 7,248 shares; 2026Q1: 7,277 shares; 2026Q2: 7,389 shares; 2026Q3: 8,407 shares 8,407 $724K 0.05% +1,018 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 2,483 shares; 2025Q4: 1,698 shares; 2026Q1: 1,336 shares; 2026Q2: 1,070 shares; 2026Q3: 780 shares 780 $719K 0.05% -290 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: 1,519 shares; 2025Q1: 1,730 shares; 2025Q2: 3,365 shares; 2025Q3: 3,448 shares; 2025Q4: 4,366 shares; 2026Q1: 4,181 shares; 2026Q2: 2,724 shares; 2026Q3: 2,738 shares 2,738 $716K 0.05% +14 Timeline MDYV 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: not reported; 2025Q1: not reported; 2025Q2: 57,343 shares; 2025Q3: 27,359 shares; 2025Q4: 30,377 shares; 2026Q1: 32,096 shares; 2026Q2: 33,845 shares; 2026Q3: 8,041 shares 8,041 $712K 0.05% -25,804 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,297 shares; 2025Q1: 8,917 shares; 2025Q2: 8,842 shares; 2025Q3: 10,008 shares; 2025Q4: 10,613 shares; 2026Q1: 10,118 shares; 2026Q2: 7,603 shares; 2026Q3: 7,534 shares 7,534 $708K 0.05% -69 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 11,722 shares 11,722 $708K 0.05% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,806 shares; 2026Q1: 6,816 shares; 2026Q2: 6,633 shares; 2026Q3: 6,858 shares 6,858 $707K 0.05% +225 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares; 2026Q2: 6,631 shares; 2026Q3: 8,557 shares 8,557 $703K 0.05% +1,926 Timeline SCHX 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: 13,901 shares; 2025Q1: 13,901 shares; 2025Q2: 13,901 shares; 2025Q3: 13,901 shares; 2025Q4: 16,542 shares; 2026Q1: 16,550 shares; 2026Q2: 15,732 shares; 2026Q3: 23,287 shares 23,287 $699K 0.05% +7,555 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: 11,427 shares; 2026Q2: 9,976 shares; 2026Q3: 9,702 shares 9,702 $694K 0.05% -274 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI 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: 16,888 shares; 2026Q1: 18,597 shares; 2026Q2: 19,107 shares; 2026Q3: 22,674 shares 22,674 $694K 0.04% +3,567 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares; 2026Q1: 10,142 shares; 2026Q2: 10,300 shares; 2026Q3: 10,300 shares 10,300 $688K 0.04% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 12,854 shares; 2026Q1: 19,626 shares; 2026Q2: 29,878 shares; 2026Q3: 26,095 shares 26,095 $684K 0.04% -3,783 Timeline SCHO 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: 25,304 shares; 2025Q1: 24,804 shares; 2025Q2: 15,279 shares; 2025Q3: 19,419 shares; 2025Q4: 18,570 shares; 2026Q1: 30,795 shares; 2026Q2: 27,932 shares; 2026Q3: 28,510 shares 28,510 $680K 0.04% +578 Timeline ARTY 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: 6,939 shares; 2026Q3: 8,566 shares 8,566 $671K 0.04% +1,627 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,969 shares; 2025Q4: 4,683 shares; 2026Q1: 5,047 shares; 2026Q2: 4,195 shares; 2026Q3: 4,357 shares 4,357 $670K 0.04% +162 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,560 shares; 2025Q1: 26,560 shares; 2025Q2: 26,560 shares; 2025Q3: 26,560 shares; 2025Q4: 138,964 shares; 2026Q1: 173,217 shares; 2026Q2: 91,260 shares; 2026Q3: 51,994 shares 51,994 $668K 0.04% -39,266 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: 1,431 shares; 2025Q1: 1,451 shares; 2025Q2: 4,082 shares; 2025Q3: 3,459 shares; 2025Q4: 4,529 shares; 2026Q1: 2,748 shares; 2026Q2: 3,147 shares; 2026Q3: 2,996 shares 2,996 $659K 0.04% -151 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,670 shares; 2025Q1: 24,805 shares; 2025Q2: 25,455 shares; 2025Q3: 24,363 shares; 2025Q4: 25,463 shares; 2026Q1: 24,765 shares; 2026Q2: 22,460 shares; 2026Q3: 21,357 shares 21,357 $644K 0.04% -1,103 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,465 shares 10,465 $636K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,547 shares; 2025Q1: 14,558 shares; 2025Q2: 14,624 shares; 2025Q3: 13,194 shares; 2025Q4: 13,244 shares; 2026Q1: 13,559 shares; 2026Q2: 12,575 shares; 2026Q3: 11,615 shares 11,615 $632K 0.04% -960 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares; 2026Q1: 2,914 shares; 2026Q2: 2,719 shares; 2026Q3: 4,129 shares 4,129 $626K 0.04% +1,410 Timeline IBB 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: 2,844 shares; 2026Q1: 3,255 shares; 2026Q2: 3,514 shares; 2026Q3: 2,933 shares 2,933 $617K 0.04% -581 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS 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: 10,474 shares; 2026Q3: 29,527 shares 29,527 $612K 0.04% +19,053 Timeline IALT 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: not reported; 2026Q3: 20,443 shares 20,443 $610K 0.04% new 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: not reported; 2025Q1: 752 shares; 2025Q2: 751 shares; 2025Q3: 710 shares; 2025Q4: 1,372 shares; 2026Q1: 1,302 shares; 2026Q2: 1,389 shares; 2026Q3: 1,417 shares 1,417 $597K 0.04% +28 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 648 shares; 2025Q4: 618 shares; 2026Q1: 642 shares; 2026Q2: 606 shares; 2026Q3: 593 shares 593 $593K 0.04% -13 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,878 shares; 2025Q1: 1,908 shares; 2025Q2: 1,928 shares; 2025Q3: 1,934 shares; 2025Q4: 1,925 shares; 2026Q1: 1,970 shares; 2026Q2: not reported; 2026Q3: 1,480 shares 1,480 $585K 0.04% new Timeline UCON 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: not reported; 2025Q1: not reported; 2025Q2: 8,195 shares; 2025Q3: 9,081 shares; 2025Q4: 9,701 shares; 2026Q1: 10,922 shares; 2026Q2: 14,802 shares; 2026Q3: 24,632 shares 24,632 $585K 0.04% +9,830 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,837 shares; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 2,046 shares; 2025Q4: 3,899 shares; 2026Q1: 3,176 shares; 2026Q2: 2,585 shares; 2026Q3: 2,422 shares 2,422 $584K 0.04% -163 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,641 shares; 2025Q1: 4,583 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,608 shares; 2026Q1: 4,659 shares; 2026Q2: 4,529 shares; 2026Q3: 4,529 shares 4,529 $584K 0.04% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES 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: 8,563 shares; 2026Q1: 10,391 shares; 2026Q2: 12,519 shares; 2026Q3: 12,102 shares 12,102 $578K 0.04% -417 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,302 shares; 2025Q1: 1,617 shares; 2025Q2: 1,620 shares; 2025Q3: 1,617 shares; 2025Q4: 1,707 shares; 2026Q1: 1,825 shares; 2026Q2: 1,217 shares; 2026Q3: 1,339 shares 1,339 $575K 0.04% +122 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; 2024Q4: 17,822 shares; 2025Q1: 7,742 shares; 2025Q2: 14,651 shares; 2025Q3: 8,461 shares; 2025Q4: 7,050 shares; 2026Q1: 9,050 shares; 2026Q2: 16,558 shares; 2026Q3: 10,898 shares 10,898 $571K 0.04% -5,660 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: 3,744 shares; 2025Q1: 3,821 shares; 2025Q2: 3,959 shares; 2025Q3: 3,570 shares; 2025Q4: 4,332 shares; 2026Q1: 4,404 shares; 2026Q2: 4,702 shares; 2026Q3: 5,205 shares 5,205 $560K 0.04% +503 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 816 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 978 shares; 2025Q4: 977 shares; 2026Q1: 897 shares; 2026Q2: 897 shares; 2026Q3: 845 shares 845 $555K 0.04% -52 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 612 shares; 2026Q3: 822 shares 822 $555K 0.04% +210 Timeline LONZ 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: 11,824 shares; 2025Q1: 12,053 shares; 2025Q2: 11,342 shares; 2025Q3: 11,493 shares; 2025Q4: 11,693 shares; 2026Q1: 10,482 shares; 2026Q2: 10,924 shares; 2026Q3: 11,111 shares 11,111 $546K 0.04% +187 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 117,377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,720 shares; 2026Q3: 9,167 shares 9,167 $546K 0.04% +447 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: 55,046 shares; 2025Q1: 32,214 shares; 2025Q2: 23,121 shares; 2025Q3: 22,544 shares; 2025Q4: 20,406 shares; 2026Q1: 16,172 shares; 2026Q2: 12,651 shares; 2026Q3: 11,790 shares 11,790 $541K 0.04% -861 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,340 shares; 2025Q1: 8,071 shares; 2025Q2: 6,433 shares; 2025Q3: 6,438 shares; 2025Q4: 8,400 shares; 2026Q1: 8,868 shares; 2026Q2: 9,319 shares; 2026Q3: 10,066 shares 10,066 $538K 0.03% +747 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 4,794 shares; 2025Q4: 4,794 shares; 2026Q1: 4,808 shares; 2026Q2: 4,808 shares; 2026Q3: 4,808 shares 4,808 $531K 0.03% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 3,282 shares; 2026Q1: 2,692 shares; 2026Q2: 1,905 shares; 2026Q3: 2,242 shares 2,242 $529K 0.03% +337 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,215 shares; 2025Q3: 104,674 shares; 2025Q4: 146,268 shares; 2026Q1: 52,945 shares; 2026Q2: 45,958 shares; 2026Q3: 45,711 shares 45,711 $526K 0.03% -247 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 3,757 shares; 2026Q1: 3,618 shares; 2026Q2: 3,263 shares; 2026Q3: 3,383 shares 3,383 $525K 0.03% +120 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: 23,900 shares; 2025Q1: 23,361 shares; 2025Q2: 23,565 shares; 2025Q3: 20,945 shares; 2025Q4: 18,510 shares; 2026Q1: 22,466 shares; 2026Q2: 21,459 shares; 2026Q3: 21,438 shares 21,438 $523K 0.03% -21 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 18,818 shares 18,818 $519K 0.03% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,356 shares; 2026Q2: 12,316 shares; 2026Q3: 12,178 shares 12,178 $515K 0.03% -138 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,725 shares; 2025Q1: 324,229 shares; 2025Q2: 98,850 shares; 2025Q3: 80,590 shares; 2025Q4: 50,221 shares; 2026Q1: 44,607 shares; 2026Q2: 31,757 shares; 2026Q3: 32,177 shares 32,177 $514K 0.03% +420 Timeline FMDE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,622 shares 12,622 $510K 0.03% new Timeline IAGG 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: 10,252 shares 10,252 $504K 0.03% new 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: 3,960 shares; 2025Q1: 4,004 shares; 2025Q2: 4,056 shares; 2025Q3: 4,045 shares; 2025Q4: 4,423 shares; 2026Q1: 4,480 shares; 2026Q2: 1,751 shares; 2026Q3: 1,836 shares 1,836 $500K 0.03% +85 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: 1,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares; 2026Q1: 2,481 shares; 2026Q2: 2,585 shares; 2026Q3: 2,659 shares 2,659 $490K 0.03% +74 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,517 shares; 2025Q1: 9,542 shares; 2025Q2: 9,590 shares; 2025Q3: 9,589 shares; 2025Q4: 10,863 shares; 2026Q1: 10,875 shares; 2026Q2: 10,578 shares; 2026Q3: 10,213 shares 10,213 $484K 0.03% -365 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,892 shares 11,892 $484K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,713 shares; 2025Q1: 3,218 shares; 2025Q2: 3,072 shares; 2025Q3: 3,138 shares; 2025Q4: 3,023 shares; 2026Q1: 2,690 shares; 2026Q2: 2,775 shares; 2026Q3: 2,880 shares 2,880 $481K 0.03% +105 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; 2024Q4: 6,770 shares; 2025Q1: 6,207 shares; 2025Q2: 5,916 shares; 2025Q3: 5,718 shares; 2025Q4: 6,420 shares; 2026Q1: 6,480 shares; 2026Q2: 5,456 shares; 2026Q3: 5,918 shares 5,918 $474K 0.03% +462 Timeline IVEP WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 18,770 shares 18,770 $473K 0.03% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 12,502 shares; 2026Q1: 13,157 shares; 2026Q2: 12,998 shares; 2026Q3: 13,096 shares 13,096 $471K 0.03% +98 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,733 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 1,080 shares; 2026Q3: 906 shares 906 $464K 0.03% -174 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,806 shares; 2026Q1: 1,867 shares; 2026Q2: 1,617 shares; 2026Q3: 1,573 shares 1,573 $460K 0.03% -44 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,370 shares; 2025Q1: 71,147 shares; 2025Q2: 30,476 shares; 2025Q3: 23,044 shares; 2025Q4: 22,979 shares; 2026Q1: 32,020 shares; 2026Q2: 12,606 shares; 2026Q3: 14,419 shares 14,419 $459K 0.03% +1,813 Timeline IWR 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: 4,239 shares 4,239 $452K 0.03% new 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: 4,124 shares; 2025Q1: 4,212 shares; 2025Q2: 4,262 shares; 2025Q3: 4,310 shares; 2025Q4: 4,376 shares; 2026Q1: 4,474 shares; 2026Q2: 4,480 shares; 2026Q3: 8,904 shares 8,904 $449K 0.03% +4,424 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,697 shares; 2026Q1: 9,425 shares; 2026Q2: 10,336 shares; 2026Q3: 8,043 shares 8,043 $445K 0.03% -2,293 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: 2,884 shares; 2025Q1: 2,655 shares; 2025Q2: 2,837 shares; 2025Q3: 2,813 shares; 2025Q4: 3,770 shares; 2026Q1: 3,827 shares; 2026Q2: 3,579 shares; 2026Q3: 3,888 shares 3,888 $443K 0.03% +309 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,721 shares; 2025Q1: 10,969 shares; 2025Q2: 11,007 shares; 2025Q3: 11,255 shares; 2025Q4: 12,459 shares; 2026Q1: 11,682 shares; 2026Q2: 9,761 shares; 2026Q3: 9,514 shares 9,514 $442K 0.03% -247 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,080 shares; 2025Q4: 5,141 shares; 2026Q1: 5,011 shares; 2026Q2: 3,889 shares; 2026Q3: 3,929 shares 3,929 $438K 0.03% +40 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: 1,447 shares; 2025Q1: 1,081 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,255 shares; 2026Q1: 1,580 shares; 2026Q2: 850 shares; 2026Q3: 769 shares 769 $437K 0.03% -81 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: 3,112 shares; 2025Q1: 2,780 shares; 2025Q2: 2,683 shares; 2025Q3: 2,587 shares; 2025Q4: 3,441 shares; 2026Q1: 3,238 shares; 2026Q2: 3,190 shares; 2026Q3: 3,419 shares 3,419 $433K 0.03% +229 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 1,051 shares; 2026Q2: 1,490 shares; 2026Q3: 1,543 shares 1,543 $432K 0.03% +53 Timeline FBT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares; 2026Q1: 1,687 shares; 2026Q2: 1,662 shares; 2026Q3: 1,568 shares 1,568 $427K 0.03% -94 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227,203 shares; 2025Q1: 19,070 shares; 2025Q2: 7,887 shares; 2025Q3: 7,258 shares; 2025Q4: 6,885 shares; 2026Q1: 6,323 shares; 2026Q2: 6,323 shares; 2026Q3: 6,282 shares 6,282 $426K 0.03% -41 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares; 2026Q2: 1,074 shares; 2026Q3: 1,296 shares 1,296 $426K 0.03% +222 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO 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: 643 shares; 2026Q1: 707 shares; 2026Q2: 1,178 shares; 2026Q3: 1,392 shares 1,392 $423K 0.03% +214 Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS 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: 10,115 shares; 2026Q1: 18,389 shares; 2026Q2: 17,997 shares; 2026Q3: 19,159 shares 19,159 $423K 0.03% +1,162 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F 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: 43,751 shares; 2026Q1: 48,456 shares; 2026Q2: 48,908 shares; 2026Q3: 47,246 shares 47,246 $422K 0.03% -1,662 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 8,813 shares 8,813 $413K 0.03% new Timeline FIW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,148 shares; 2026Q1: 5,195 shares; 2026Q2: 4,455 shares; 2026Q3: 3,948 shares 3,948 $410K 0.03% -507 Timeline IGIB 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: 20,716 shares; 2026Q2: 21,693 shares; 2026Q3: 8,114 shares 8,114 $409K 0.03% -13,579 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,505 shares; 2026Q3: 6,361 shares 6,361 $401K 0.03% +1,856 Timeline PZA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,584 shares; 2026Q2: 18,370 shares; 2026Q3: 18,654 shares 18,654 $399K 0.03% +284 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,336 shares; 2025Q1: 2,326 shares; 2025Q2: 2,331 shares; 2025Q3: 2,334 shares; 2025Q4: 2,338 shares; 2026Q1: 2,180 shares; 2026Q2: 2,132 shares; 2026Q3: 1,978 shares 1,978 $397K 0.03% -154 Timeline JPSE 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: not reported; 2025Q3: not reported; 2025Q4: 7,121 shares; 2026Q1: 7,471 shares; 2026Q2: 7,391 shares; 2026Q3: 7,027 shares 7,027 $396K 0.03% -364 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,309 shares; 2026Q1: 4,830 shares; 2026Q2: 4,756 shares; 2026Q3: 4,756 shares 4,756 $395K 0.03% 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: 5,526 shares; 2025Q1: 5,230 shares; 2025Q2: 5,212 shares; 2025Q3: 4,987 shares; 2025Q4: 4,165 shares; 2026Q1: 4,396 shares; 2026Q2: 4,057 shares; 2026Q3: 4,144 shares 4,144 $394K 0.03% +87 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II 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: 20,000 shares 20,000 $393K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,510 shares; 2025Q1: 9,540 shares; 2025Q2: 9,665 shares; 2025Q3: 8,381 shares; 2025Q4: 8,500 shares; 2026Q1: 8,645 shares; 2026Q2: 8,862 shares; 2026Q3: 8,907 shares 8,907 $392K 0.03% +45 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,054 shares; 2025Q1: 12,446 shares; 2025Q2: 13,369 shares; 2025Q3: 13,987 shares; 2025Q4: 13,344 shares; 2026Q1: 13,030 shares; 2026Q2: 11,113 shares; 2026Q3: 11,009 shares 11,009 $390K 0.03% -104 Timeline ITA 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: 994 shares; 2025Q4: 1,265 shares; 2026Q1: 1,344 shares; 2026Q2: 1,769 shares; 2026Q3: 1,870 shares 1,870 $387K 0.03% +101 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,635 shares 4,635 $387K 0.03% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,975 shares; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares; 2026Q2: 8,350 shares; 2026Q3: 7,100 shares 7,100 $385K 0.02% -1,250 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: not reported; 2025Q1: 2,242 shares; 2025Q2: 2,214 shares; 2025Q3: 2,224 shares; 2025Q4: 4,507 shares; 2026Q1: 4,624 shares; 2026Q2: 4,802 shares; 2026Q3: 4,639 shares 4,639 $385K 0.02% -163 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,979 shares; 2026Q1: 1,997 shares; 2026Q2: 2,005 shares; 2026Q3: 2,899 shares 2,899 $384K 0.02% +894 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,695 shares; 2025Q1: 1,696 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 2,879 shares; 2026Q2: 2,569 shares; 2026Q3: 2,203 shares 2,203 $379K 0.02% -366 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 6,554 shares; 2026Q1: 6,650 shares; 2026Q2: 6,650 shares; 2026Q3: 6,650 shares 6,650 $375K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,435 shares; 2026Q2: 932 shares; 2026Q3: 965 shares 965 $374K 0.02% +33 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: 596 shares; 2025Q1: 553 shares; 2025Q2: 562 shares; 2025Q3: 511 shares; 2025Q4: 705 shares; 2026Q1: 697 shares; 2026Q2: 515 shares; 2026Q3: 677 shares 677 $373K 0.02% +162 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 2,292 shares; 2025Q4: 2,256 shares; 2026Q1: 2,510 shares; 2026Q2: 2,437 shares; 2026Q3: 4,422 shares 4,422 $373K 0.02% +1,985 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 2,203 shares; 2026Q1: 1,928 shares; 2026Q2: 2,555 shares; 2026Q3: 2,574 shares 2,574 $372K 0.02% +19 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: not reported; 2025Q3: not reported; 2025Q4: 376 shares; 2026Q1: 387 shares; 2026Q2: 400 shares; 2026Q3: 389 shares 389 $370K 0.02% -11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares; 2026Q1: 1,217 shares; 2026Q2: 1,076 shares; 2026Q3: 1,048 shares 1,048 $369K 0.02% -28 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: not reported; 2026Q1: 208 shares; 2026Q2: 1,882 shares; 2026Q3: 1,885 shares 1,885 $367K 0.02% +3 Timeline HTAX NOMURA ETF TR More: the full row for NOMURA 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: 10,760 shares; 2026Q1: 13,679 shares; 2026Q2: 13,770 shares; 2026Q3: 15,730 shares 15,730 $362K 0.02% +1,960 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,151 shares; 2026Q3: 1,252 shares 1,252 $360K 0.02% +101 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,225 shares; 2025Q1: 3,479 shares; 2025Q2: 14,345 shares; 2025Q3: 12,668 shares; 2025Q4: 12,119 shares; 2026Q1: 13,272 shares; 2026Q2: 11,422 shares; 2026Q3: 4,349 shares 4,349 $360K 0.02% -7,073 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE 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: 3,233 shares; 2026Q2: 3,232 shares; 2026Q3: 3,207 shares 3,207 $360K 0.02% -25 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: 2,607 shares; 2025Q1: 2,949 shares; 2025Q2: 2,835 shares; 2025Q3: 1,990 shares; 2025Q4: 3,095 shares; 2026Q1: 3,226 shares; 2026Q2: 3,039 shares; 2026Q3: 2,475 shares 2,475 $360K 0.02% -564 Timeline DE DEERE & CO More: the full row for DEERE & CO 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: 608 shares; 2026Q1: 539 shares; 2026Q2: 473 shares; 2026Q3: 531 shares 531 $356K 0.02% +58 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,491 shares; 2025Q1: 3,984 shares; 2025Q2: 3,780 shares; 2025Q3: 3,574 shares; 2025Q4: 4,198 shares; 2026Q1: 4,288 shares; 2026Q2: 3,327 shares; 2026Q3: 2,839 shares 2,839 $355K 0.02% -488 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,232 shares; 2025Q1: 1,721 shares; 2025Q2: 1,723 shares; 2025Q3: 1,549 shares; 2025Q4: 1,584 shares; 2026Q1: 1,728 shares; 2026Q2: 1,771 shares; 2026Q3: 1,883 shares 1,883 $354K 0.02% +112 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,207 shares; 2026Q3: 4,207 shares 4,207 $354K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares; 2026Q3: 2,436 shares 2,436 $353K 0.02% 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; 2024Q4: 9,999 shares; 2025Q1: 10,163 shares; 2025Q2: 10,431 shares; 2025Q3: 10,540 shares; 2025Q4: 11,035 shares; 2026Q1: 11,075 shares; 2026Q2: 10,647 shares; 2026Q3: 9,492 shares 9,492 $352K 0.02% -1,155 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: 3,437 shares; 2025Q1: 3,302 shares; 2025Q2: 3,245 shares; 2025Q3: 3,050 shares; 2025Q4: 3,451 shares; 2026Q1: 3,399 shares; 2026Q2: 3,534 shares; 2026Q3: 3,523 shares 3,523 $348K 0.02% -11 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: 6,446 shares; 2025Q1: 6,138 shares; 2025Q2: 6,209 shares; 2025Q3: 5,989 shares; 2025Q4: 6,405 shares; 2026Q1: 6,339 shares; 2026Q2: 4,565 shares; 2026Q3: 4,553 shares 4,553 $345K 0.02% -12 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,345 shares; 2026Q1: 9,620 shares; 2026Q2: 9,320 shares; 2026Q3: 8,595 shares 8,595 $343K 0.02% -725 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: 4,198 shares; 2025Q1: 4,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366 shares; 2026Q2: 2,186 shares; 2026Q3: 2,353 shares 2,353 $342K 0.02% +167 Timeline SDY 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: 2,663 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: 2,332 shares; 2026Q2: 2,332 shares; 2026Q3: 2,332 shares 2,332 $342K 0.02% 0 Timeline BBEM 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: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,600 shares; 2026Q2: 4,400 shares; 2026Q3: 4,400 shares 4,400 $336K 0.02% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 1,057 shares; 2026Q2: 1,063 shares; 2026Q3: 937 shares 937 $333K 0.02% -126 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY 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: 4,499 shares; 2026Q2: 5,370 shares; 2026Q3: 5,411 shares 5,411 $331K 0.02% +41 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 741 shares; 2026Q1: 741 shares; 2026Q2: 741 shares; 2026Q3: 765 shares 765 $330K 0.02% +24 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 3,547 shares 3,547 $330K 0.02% new Timeline MOAT 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: 2,808 shares; 2026Q1: 2,886 shares; 2026Q2: 3,932 shares; 2026Q3: 3,077 shares 3,077 $325K 0.02% -855 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,141 shares; 2025Q1: 576 shares; 2025Q2: 478 shares; 2025Q3: 394 shares; 2025Q4: 379 shares; 2026Q1: 343 shares; 2026Q2: 294 shares; 2026Q3: 188 shares 188 $325K 0.02% -106 Timeline AVLV 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: 3,535 shares; 2025Q1: 3,541 shares; 2025Q2: 3,547 shares; 2025Q3: 3,550 shares; 2025Q4: 3,555 shares; 2026Q1: 3,559 shares; 2026Q2: 3,564 shares; 2026Q3: 3,567 shares 3,567 $323K 0.02% +3 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: 1,550 shares; 2025Q1: 1,790 shares; 2025Q2: 1,348 shares; 2025Q3: 1,176 shares; 2025Q4: 1,528 shares; 2026Q1: 1,541 shares; 2026Q2: 1,325 shares; 2026Q3: 1,397 shares 1,397 $323K 0.02% +72 Timeline VBR 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: 1,258 shares; 2026Q1: 1,265 shares; 2026Q2: 1,226 shares; 2026Q3: 1,372 shares 1,372 $317K 0.02% +146 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,475 shares 1,475 $311K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 1,680 shares; 2026Q1: 1,799 shares; 2026Q2: 2,409 shares; 2026Q3: 2,070 shares 2,070 $309K 0.02% -339 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: 847 shares; 2025Q3: 904 shares; 2025Q4: 1,031 shares; 2026Q1: 891 shares; 2026Q2: 806 shares; 2026Q3: 983 shares 983 $307K 0.02% +177 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,376 shares; 2026Q1: 10,406 shares; 2026Q2: 10,434 shares; 2026Q3: 10,474 shares 10,474 $307K 0.02% +40 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 4,541 shares; 2026Q1: not reported; 2026Q2: 6,501 shares; 2026Q3: 6,346 shares 6,346 $305K 0.02% -155 Timeline VYMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares; 2026Q2: 2,513 shares; 2026Q3: 3,011 shares 3,011 $305K 0.02% +498 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: 2,085 shares; 2025Q1: 1,741 shares; 2025Q2: 1,742 shares; 2025Q3: 1,686 shares; 2025Q4: 1,612 shares; 2026Q1: not reported; 2026Q2: 1,778 shares; 2026Q3: 1,649 shares 1,649 $304K 0.02% -129 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,541 shares; 2025Q1: 6,908 shares; 2025Q2: 7,208 shares; 2025Q3: 7,290 shares; 2025Q4: 3,733 shares; 2026Q1: 1,056 shares; 2026Q2: 1,030 shares; 2026Q3: 1,052 shares 1,052 $300K 0.02% +22 Timeline QUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,647 shares; 2026Q3: 1,575 shares 1,575 $299K 0.02% -72 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 7,142 shares; 2026Q2: 7,577 shares; 2026Q3: 6,951 shares 6,951 $297K 0.02% -626 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS 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: 387 shares; 2026Q1: not reported; 2026Q2: 416 shares; 2026Q3: 473 shares 473 $295K 0.02% +57 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,067 shares; 2025Q1: 16,354 shares; 2025Q2: 16,354 shares; 2025Q3: 18,881 shares; 2025Q4: 10,012 shares; 2026Q1: 10,982 shares; 2026Q2: 7,982 shares; 2026Q3: 7,982 shares 7,982 $295K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 1,080 shares; 2026Q2: 1,050 shares; 2026Q3: 1,022 shares 1,022 $295K 0.02% -28 Timeline RDVI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,388 shares; 2026Q1: 8,692 shares; 2026Q2: 9,199 shares; 2026Q3: 10,520 shares 10,520 $293K 0.02% +1,321 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 4,156 shares; 2026Q1: 4,190 shares; 2026Q2: 4,211 shares; 2026Q3: 4,233 shares 4,233 $293K 0.02% +22 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,437 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,070 shares 11,070 $293K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 605 shares; 2025Q1: 563 shares; 2025Q2: 542 shares; 2025Q3: 561 shares; 2025Q4: 671 shares; 2026Q1: 701 shares; 2026Q2: 590 shares; 2026Q3: 563 shares 563 $287K 0.02% -27 Timeline IWB 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: 590 shares; 2025Q3: 589 shares; 2025Q4: 739 shares; 2026Q1: 700 shares; 2026Q2: 688 shares; 2026Q3: 689 shares 689 $287K 0.02% +1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 489 shares; 2026Q2: 515 shares; 2026Q3: 626 shares 626 $283K 0.02% +111 Timeline BUZZ 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: not reported; 2026Q2: 7,275 shares; 2026Q3: 7,330 shares 7,330 $282K 0.02% +55 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 312 shares; 2025Q1: 444 shares; 2025Q2: 438 shares; 2025Q3: 427 shares; 2025Q4: 472 shares; 2026Q1: 238 shares; 2026Q2: 261 shares; 2026Q3: 261 shares 261 $276K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,723 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,015 shares; 2026Q3: 1,031 shares 1,031 $274K 0.02% +16 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 4,252 shares; 2026Q1: 4,462 shares; 2026Q2: 4,341 shares; 2026Q3: 3,539 shares 3,539 $272K 0.02% -802 Timeline FTLS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,744 shares; 2026Q3: 3,533 shares 3,533 $271K 0.02% +789 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,378 shares; 2025Q1: not reported; 2025Q2: 4,643 shares; 2025Q3: 4,832 shares; 2025Q4: 5,375 shares; 2026Q1: 6,251 shares; 2026Q2: 6,328 shares; 2026Q3: 5,979 shares 5,979 $270K 0.02% -349 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 443 shares; 2026Q2: 482 shares; 2026Q3: 443 shares 443 $270K 0.02% -39 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 4,634 shares; 2026Q1: 4,247 shares; 2026Q2: 4,247 shares; 2026Q3: 4,247 shares 4,247 $267K 0.02% 0 Timeline RWJ 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: 12,714 shares; 2025Q1: 12,889 shares; 2025Q2: 4,997 shares; 2025Q3: 4,871 shares; 2025Q4: 4,786 shares; 2026Q1: 4,719 shares; 2026Q2: 4,719 shares; 2026Q3: 4,719 shares 4,719 $265K 0.02% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 7,220 shares; 2026Q1: 7,600 shares; 2026Q2: 7,895 shares; 2026Q3: 7,606 shares 7,606 $265K 0.02% -289 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,911 shares; 2025Q1: 21,184 shares; 2025Q2: 19,610 shares; 2025Q3: 17,909 shares; 2025Q4: 16,430 shares; 2026Q1: 8,794 shares; 2026Q2: 5,258 shares; 2026Q3: 5,556 shares 5,556 $256K 0.02% +298 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 4,479 shares; 2026Q2: 4,684 shares; 2026Q3: 4,689 shares 4,689 $255K 0.02% +5 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; 2024Q4: 1,379 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,544 shares; 2025Q4: 3,098 shares; 2026Q1: 3,107 shares; 2026Q2: 3,048 shares; 2026Q3: 2,298 shares 2,298 $250K 0.02% -750 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 883 shares; 2026Q1: 1,447 shares; 2026Q2: 1,387 shares; 2026Q3: 1,292 shares 1,292 $249K 0.02% -95 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,345 shares; 2025Q1: 1,211 shares; 2025Q2: 1,020 shares; 2025Q3: 959 shares; 2025Q4: 969 shares; 2026Q1: 1,160 shares; 2026Q2: 667 shares; 2026Q3: 628 shares 628 $249K 0.02% -39 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I 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: 6,545 shares 6,545 $249K 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,601 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,226 shares; 2026Q2: 3,305 shares; 2026Q3: 3,362 shares 3,362 $247K 0.02% +57 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares; 2026Q1: 2,045 shares; 2026Q2: 2,018 shares; 2026Q3: 1,799 shares 1,799 $243K 0.02% -219 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,742 shares; 2025Q1: 4,217 shares; 2025Q2: 4,229 shares; 2025Q3: 3,927 shares; 2025Q4: 3,404 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,332 shares 3,332 $242K 0.02% new Timeline FCG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,420 shares 8,420 $240K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,811 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,746 shares; 2025Q4: 4,031 shares; 2026Q1: 3,881 shares; 2026Q2: 4,016 shares; 2026Q3: 4,124 shares 4,124 $238K 0.02% +108 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 558 shares 558 $238K 0.02% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,642 shares 2,642 $236K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 645 shares 645 $233K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,340 shares; 2026Q2: not reported; 2026Q3: 905 shares 905 $231K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,845 shares 2,845 $229K 0.01% new Timeline VOE 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: 1,344 shares; 2026Q1: 1,505 shares; 2026Q2: 1,036 shares; 2026Q3: 1,165 shares 1,165 $228K 0.01% +129 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: 2,581 shares; 2025Q1: 2,288 shares; 2025Q2: 2,183 shares; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 2,037 shares; 2026Q2: 1,985 shares; 2026Q3: 1,911 shares 1,911 $227K 0.01% -74 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 356 shares; 2026Q3: 352 shares 352 $226K 0.01% -4 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 8,936 shares; 2026Q1: 9,227 shares; 2026Q2: 8,966 shares; 2026Q3: 5,466 shares 5,466 $224K 0.01% -3,500 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 6,090 shares; 2026Q2: 6,893 shares; 2026Q3: 6,083 shares 6,083 $223K 0.01% -810 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 7,175 shares; 2026Q1: 7,175 shares; 2026Q2: 7,175 shares; 2026Q3: 7,820 shares 7,820 $223K 0.01% +645 Timeline MINT 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: 1,993 shares; 2025Q3: 2,095 shares; 2025Q4: 2,117 shares; 2026Q1: 2,138 shares; 2026Q2: 2,158 shares; 2026Q3: 2,178 shares 2,178 $219K 0.01% +20 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,324 shares; 2025Q1: 2,672 shares; 2025Q2: 2,633 shares; 2025Q3: 2,599 shares; 2025Q4: 2,827 shares; 2026Q1: 2,119 shares; 2026Q2: 1,915 shares; 2026Q3: 1,905 shares 1,905 $213K 0.01% -10 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares; 2026Q3: 1,401 shares 1,401 $212K 0.01% -5 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,584 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,038 shares 1,038 $211K 0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,073 shares 1,073 $209K 0.01% new Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 492,568 shares; 2026Q1: 537,068 shares; 2026Q2: 344,690 shares; 2026Q3: 359,690 shares 359,690 $206K 0.01% +15,000 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,130 shares 4,130 $206K 0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,053 shares; 2025Q4: 9,130 shares; 2026Q1: 8,959 shares; 2026Q2: 8,131 shares; 2026Q3: 8,175 shares 8,175 $204K 0.01% +44 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,318 shares; 2025Q1: 14,018 shares; 2025Q2: 41,170 shares; 2025Q3: 39,102 shares; 2025Q4: 13,964 shares; 2026Q1: 13,248 shares; 2026Q2: 10,174 shares; 2026Q3: 10,154 shares 10,154 $192K 0.01% -20 Timeline