SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,743 shares; 2024Q4: 28,858 shares; 2025Q1: 30,373 shares; 2025Q2: 32,852 shares; 2025Q3: 32,025 shares; 2025Q4: 32,304 shares; 2026Q1: 32,270 shares; 2026Q2: 33,345 shares 33,345 $24.9M 8.65% +1,075 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,187 shares; 2024Q4: 66,185 shares; 2025Q1: 77,570 shares; 2025Q2: 64,544 shares; 2025Q3: 78,581 shares; 2025Q4: 96,701 shares; 2026Q1: 132,821 shares; 2026Q2: 204,303 shares 204,303 $18.7M 6.5% +71,482 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,742 shares; 2024Q4: 76,880 shares; 2025Q1: 78,364 shares; 2025Q2: 79,048 shares; 2025Q3: 79,413 shares; 2025Q4: 80,051 shares; 2026Q1: 79,200 shares; 2026Q2: 81,349 shares 81,349 $17.7M 6.16% +2,149 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,258 shares; 2024Q4: 14,570 shares; 2025Q1: 14,852 shares; 2025Q2: 18,305 shares; 2025Q3: 18,098 shares; 2025Q4: 17,400 shares; 2026Q1: 17,341 shares; 2026Q2: 17,634 shares 17,634 $13M 4.51% +293 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,999 shares; 2024Q4: 56,306 shares; 2025Q1: 59,276 shares; 2025Q2: 63,570 shares; 2025Q3: 63,294 shares; 2025Q4: 64,259 shares; 2026Q1: 64,703 shares; 2026Q2: 65,947 shares 65,947 $9.78M 3.4% +1,244 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; 2024Q3: 11,652 shares; 2024Q4: 12,504 shares; 2025Q1: 13,112 shares; 2025Q2: 13,030 shares; 2025Q3: 13,339 shares; 2025Q4: 13,309 shares; 2026Q1: 13,235 shares; 2026Q2: 13,629 shares 13,629 $9.59M 3.33% +394 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,481 shares; 2024Q4: 48,312 shares; 2025Q1: 57,426 shares; 2025Q2: 155,332 shares; 2025Q3: 96,518 shares; 2025Q4: not reported; 2026Q1: 23,003 shares; 2026Q2: 144,261 shares 144,261 $8.62M 2.99% +121,258 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,348 shares; 2025Q4: 57,604 shares; 2026Q1: 57,049 shares; 2026Q2: 55,523 shares 55,523 $7.77M 2.7% -1,526 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,346 shares; 2024Q4: 42,738 shares; 2025Q1: 48,236 shares; 2025Q2: 47,200 shares; 2025Q3: 46,662 shares; 2025Q4: 47,660 shares; 2026Q1: 38,953 shares; 2026Q2: 38,293 shares 38,293 $7.66M 2.66% -660 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,399 shares 6,399 $7.52M 2.61% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,031 shares; 2025Q4: 11,542 shares; 2026Q1: 15,261 shares; 2026Q2: 6,433 shares 6,433 $7.43M 2.58% -8,828 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,096 shares; 2025Q3: 61,180 shares; 2025Q4: 61,757 shares; 2026Q1: 61,163 shares; 2026Q2: 61,076 shares 61,076 $7.02M 2.44% -87 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,323 shares 19,323 $6.76M 2.35% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,992 shares; 2024Q4: 260,336 shares; 2025Q1: 266,819 shares; 2025Q2: 186,234 shares; 2025Q3: 190,038 shares; 2025Q4: 189,926 shares; 2026Q1: 187,084 shares; 2026Q2: 191,000 shares 191,000 $6.61M 2.3% +3,916 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; 2024Q3: 13,018 shares; 2024Q4: 13,703 shares; 2025Q1: 14,586 shares; 2025Q2: 12,087 shares; 2025Q3: 12,086 shares; 2025Q4: 12,416 shares; 2026Q1: 12,674 shares; 2026Q2: 12,656 shares 12,656 $6.22M 2.16% -18 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,543 shares; 2026Q1: 63,698 shares; 2026Q2: 66,219 shares 66,219 $6.09M 2.12% +2,521 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,198 shares 8,198 $5.93M 2.06% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,856 shares; 2024Q4: 73,355 shares; 2025Q1: 68,385 shares; 2025Q2: 68,886 shares; 2025Q3: 64,872 shares; 2025Q4: 63,571 shares; 2026Q1: 57,615 shares; 2026Q2: 59,058 shares 59,058 $5.36M 1.86% +1,443 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,971 shares; 2024Q4: 79,236 shares; 2025Q1: 81,757 shares; 2025Q2: 82,645 shares; 2025Q3: 83,254 shares; 2025Q4: 82,219 shares; 2026Q1: 71,520 shares; 2026Q2: 74,188 shares 74,188 $4.75M 1.65% +2,668 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,304 shares; 2024Q4: 5,982 shares; 2025Q1: 6,382 shares; 2025Q2: 6,448 shares; 2025Q3: 5,572 shares; 2025Q4: 5,449 shares; 2026Q1: 4,174 shares; 2026Q2: 4,064 shares 4,064 $4.33M 1.5% -110 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,356 shares; 2026Q2: 8,317 shares 8,317 $4.08M 1.42% -39 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201 shares; 2024Q4: 1,467 shares; 2025Q1: 1,457 shares; 2025Q2: 1,443 shares; 2025Q3: 1,516 shares; 2025Q4: 1,638 shares; 2026Q1: 1,584 shares; 2026Q2: 10,225 shares 10,225 $3.81M 1.32% +8,641 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; 2024Q3: 79,551 shares; 2024Q4: 84,955 shares; 2025Q1: 83,494 shares; 2025Q2: 88,781 shares; 2025Q3: 90,359 shares; 2025Q4: 92,002 shares; 2026Q1: 90,489 shares; 2026Q2: 69,556 shares 69,556 $3.61M 1.25% -20,933 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,485 shares; 2024Q4: 20,160 shares; 2025Q1: 20,160 shares; 2025Q2: 20,160 shares; 2025Q3: 20,160 shares; 2025Q4: 20,160 shares; 2026Q1: 20,160 shares; 2026Q2: 20,160 shares 20,160 $3.31M 1.15% 0 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,880 shares; 2026Q1: 103,392 shares; 2026Q2: 105,953 shares 105,953 $3.3M 1.15% +2,561 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,608 shares 72,608 $3.28M 1.14% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,559 shares; 2025Q1: 11,812 shares; 2025Q2: 12,373 shares; 2025Q3: 12,634 shares; 2025Q4: 11,921 shares; 2026Q1: 11,916 shares; 2026Q2: 12,662 shares 12,662 $3.19M 1.11% +746 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,732 shares; 2024Q4: 8,621 shares; 2025Q1: 9,131 shares; 2025Q2: 9,054 shares; 2025Q3: 9,103 shares; 2025Q4: 9,246 shares; 2026Q1: 9,133 shares; 2026Q2: 9,667 shares 9,667 $3.16M 1.1% +534 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 12,616 shares; 2026Q1: 5,564 shares; 2026Q2: 13,201 shares 13,201 $3.15M 1.09% +7,637 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,484 shares; 2025Q3: 14,596 shares; 2025Q4: 14,686 shares; 2026Q1: 14,359 shares; 2026Q2: 14,800 shares 14,800 $3.14M 1.09% +441 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,616 shares 22,616 $3.06M 1.06% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,157 shares; 2024Q4: 11,929 shares; 2025Q1: 12,422 shares; 2025Q2: 6,782 shares; 2025Q3: 6,553 shares; 2025Q4: 6,036 shares; 2026Q1: 5,602 shares; 2026Q2: 5,940 shares 5,940 $2.84M 0.99% +338 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,914 shares; 2026Q1: 13,911 shares; 2026Q2: 14,848 shares 14,848 $2.82M 0.98% +937 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,927 shares; 2024Q4: 44,579 shares; 2025Q1: 43,115 shares; 2025Q2: 44,130 shares; 2025Q3: 45,605 shares; 2025Q4: 45,408 shares; 2026Q1: 36,278 shares; 2026Q2: 37,530 shares 37,530 $2.79M 0.97% +1,252 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,579 shares; 2024Q4: 16,060 shares; 2025Q1: 15,829 shares; 2025Q2: 17,271 shares; 2025Q3: 17,608 shares; 2025Q4: 17,815 shares; 2026Q1: 15,642 shares; 2026Q2: 16,759 shares 16,759 $2.78M 0.96% +1,117 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,152 shares; 2024Q4: 21,255 shares; 2025Q1: 21,873 shares; 2025Q2: 22,274 shares; 2025Q3: 22,918 shares; 2025Q4: 23,210 shares; 2026Q1: 23,366 shares; 2026Q2: 23,681 shares 23,681 $2.78M 0.96% +315 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,100 shares; 2024Q4: 18,455 shares; 2025Q1: 10,383 shares; 2025Q2: 10,749 shares; 2025Q3: 10,853 shares; 2025Q4: 10,726 shares; 2026Q1: 21,792 shares; 2026Q2: 6,379 shares 6,379 $2.75M 0.96% -15,413 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; 2024Q3: 10,494 shares; 2024Q4: 10,348 shares; 2025Q1: 10,507 shares; 2025Q2: 10,442 shares; 2025Q3: 10,910 shares; 2025Q4: 11,418 shares; 2026Q1: 11,379 shares; 2026Q2: 11,825 shares 11,825 $2.64M 0.92% +446 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,243 shares; 2025Q2: 14,761 shares; 2025Q3: 15,014 shares; 2025Q4: 15,105 shares; 2026Q1: 31,574 shares; 2026Q2: 32,790 shares 32,790 $2.58M 0.9% +1,216 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,806 shares; 2025Q2: 25,150 shares; 2025Q3: 25,890 shares; 2025Q4: 26,026 shares; 2026Q1: 21,390 shares; 2026Q2: 22,325 shares 22,325 $2.53M 0.88% +935 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,197 shares; 2024Q4: 28,250 shares; 2025Q1: 26,989 shares; 2025Q2: 35,362 shares; 2025Q3: 33,488 shares; 2025Q4: 33,170 shares; 2026Q1: 38,280 shares; 2026Q2: 40,569 shares 40,569 $2.04M 0.71% +2,289 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; 2024Q3: 20,800 shares; 2024Q4: 29,249 shares; 2025Q1: 30,169 shares; 2025Q2: 23,178 shares; 2025Q3: 21,903 shares; 2025Q4: 21,593 shares; 2026Q1: 31,943 shares; 2026Q2: 32,653 shares 32,653 $1.88M 0.65% +710 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,054 shares 5,054 $1.83M 0.64% new 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; 2024Q3: 25,017 shares; 2024Q4: 34,208 shares; 2025Q1: 34,237 shares; 2025Q2: 35,126 shares; 2025Q3: 33,394 shares; 2025Q4: 33,444 shares; 2026Q1: 26,249 shares; 2026Q2: 26,918 shares 26,918 $1.82M 0.63% +669 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,235 shares; 2024Q4: 3,257 shares; 2025Q1: 3,699 shares; 2025Q2: 3,385 shares; 2025Q3: 3,458 shares; 2025Q4: 3,565 shares; 2026Q1: 3,502 shares; 2026Q2: 3,894 shares 3,894 $1.64M 0.57% +392 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,618 shares; 2024Q4: 50,439 shares; 2025Q1: 54,627 shares; 2025Q2: 55,378 shares; 2025Q3: 59,663 shares; 2025Q4: 59,763 shares; 2026Q1: 41,527 shares; 2026Q2: 63,809 shares 63,809 $1.63M 0.57% +22,282 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,723 shares 5,723 $1.55M 0.54% new 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; 2024Q3: 12,671 shares; 2024Q4: 12,517 shares; 2025Q1: 12,270 shares; 2025Q2: 11,893 shares; 2025Q3: 12,019 shares; 2025Q4: 22,721 shares; 2026Q1: 10,518 shares; 2026Q2: 10,921 shares 10,921 $1.49M 0.52% +403 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,425 shares; 2025Q1: 26,908 shares; 2025Q2: 26,792 shares; 2025Q3: 26,900 shares; 2025Q4: 26,221 shares; 2026Q1: 10,200 shares; 2026Q2: 10,224 shares 10,224 $1.49M 0.52% +24 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 931 shares; 2025Q1: 938 shares; 2025Q2: 1,579 shares; 2025Q3: 1,582 shares; 2025Q4: 2,071 shares; 2026Q1: 2,099 shares; 2026Q2: 2,106 shares 2,106 $1.45M 0.5% +7 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,444 shares; 2024Q4: 5,245 shares; 2025Q1: 5,418 shares; 2025Q2: 5,297 shares; 2025Q3: 5,494 shares; 2025Q4: 5,489 shares; 2026Q1: 5,504 shares; 2026Q2: 5,924 shares 5,924 $1.41M 0.49% +420 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; 2024Q3: 4,384 shares; 2024Q4: 4,037 shares; 2025Q1: 4,027 shares; 2025Q2: 4,211 shares; 2025Q3: 4,161 shares; 2025Q4: 3,813 shares; 2026Q1: 3,757 shares; 2026Q2: 3,664 shares 3,664 $1.36M 0.47% -93 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; 2024Q3: 1,341 shares; 2024Q4: 1,294 shares; 2025Q1: 1,313 shares; 2025Q2: 1,252 shares; 2025Q3: 1,296 shares; 2025Q4: 1,772 shares; 2026Q1: 1,650 shares; 2026Q2: 1,387 shares 1,387 $999K 0.35% -263 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 770 shares; 2026Q1: 1,151 shares; 2026Q2: 1,215 shares 1,215 $867K 0.3% +64 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,359 shares; 2024Q4: 11,096 shares; 2025Q1: 11,999 shares; 2025Q2: 12,073 shares; 2025Q3: 11,340 shares; 2025Q4: 11,126 shares; 2026Q1: 15,175 shares; 2026Q2: 16,477 shares 16,477 $853K 0.3% +1,302 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 3,888 shares; 2025Q1: 4,098 shares; 2025Q2: 3,140 shares; 2025Q3: 2,542 shares; 2025Q4: 1,916 shares; 2026Q1: 2,110 shares; 2026Q2: 2,372 shares 2,372 $838K 0.29% +262 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,368 shares; 2025Q3: 8,948 shares; 2025Q4: 9,524 shares; 2026Q1: 13,131 shares; 2026Q2: 14,398 shares 14,398 $769K 0.27% +1,267 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,834 shares; 2025Q1: 1,801 shares; 2025Q2: 1,849 shares; 2025Q3: 2,030 shares; 2025Q4: 2,102 shares; 2026Q1: 2,006 shares; 2026Q2: 2,242 shares 2,242 $764K 0.27% +236 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,601 shares; 2024Q4: 8,582 shares; 2025Q1: 8,169 shares; 2025Q2: 8,963 shares; 2025Q3: 112,953 shares; 2025Q4: 112,425 shares; 2026Q1: 9,003 shares; 2026Q2: 10,117 shares 10,117 $758K 0.26% +1,114 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 3,413 shares; 2025Q1: 3,494 shares; 2025Q2: 1,111 shares; 2025Q3: 2,419 shares; 2025Q4: 3,701 shares; 2026Q1: 3,634 shares; 2026Q2: 2,531 shares 2,531 $732K 0.25% -1,103 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; 2024Q3: 18,268 shares; 2024Q4: 18,258 shares; 2025Q1: 17,685 shares; 2025Q2: 19,579 shares; 2025Q3: 19,505 shares; 2025Q4: 22,410 shares; 2026Q1: 22,132 shares; 2026Q2: 24,434 shares 24,434 $718K 0.25% +2,302 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,085 shares; 2025Q1: 2,142 shares; 2025Q2: 2,064 shares; 2025Q3: 2,202 shares; 2025Q4: 2,221 shares; 2026Q1: 3,448 shares; 2026Q2: 3,217 shares 3,217 $717K 0.25% -231 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; 2024Q3: not reported; 2024Q4: 2,533 shares; 2025Q1: 5,348 shares; 2025Q2: 5,194 shares; 2025Q3: 5,285 shares; 2025Q4: 5,074 shares; 2026Q1: 4,893 shares; 2026Q2: 4,181 shares 4,181 $710K 0.25% -712 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,372 shares; 2025Q1: 579 shares; 2025Q2: 1,057 shares; 2025Q3: 1,203 shares; 2025Q4: 728 shares; 2026Q1: 1,136 shares; 2026Q2: 1,116 shares 1,116 $708K 0.25% -20 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; 2024Q3: 1,088 shares; 2024Q4: 803 shares; 2025Q1: 835 shares; 2025Q2: 844 shares; 2025Q3: 876 shares; 2025Q4: 864 shares; 2026Q1: 820 shares; 2026Q2: 691 shares 691 $699K 0.24% -129 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 4,136 shares; 2025Q4: 4,171 shares; 2026Q1: 4,052 shares; 2026Q2: 4,407 shares 4,407 $668K 0.23% +355 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,812 shares; 2026Q1: 3,968 shares; 2026Q2: 9,245 shares 9,245 $667K 0.23% +5,277 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,390 shares; 2024Q4: 14,657 shares; 2025Q1: 14,264 shares; 2025Q2: 16,686 shares; 2025Q3: 16,947 shares; 2025Q4: 24,944 shares; 2026Q1: 25,034 shares; 2026Q2: 28,602 shares 28,602 $660K 0.23% +3,568 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; 2024Q3: 15,125 shares; 2024Q4: 14,881 shares; 2025Q1: 13,950 shares; 2025Q2: 15,936 shares; 2025Q3: 15,584 shares; 2025Q4: 16,575 shares; 2026Q1: 17,273 shares; 2026Q2: 14,777 shares 14,777 $657K 0.23% -2,496 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,295 shares; 2026Q2: 17,506 shares 17,506 $594K 0.21% +8,211 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,408 shares; 2025Q2: 11,562 shares; 2025Q3: 12,373 shares; 2025Q4: 12,286 shares; 2026Q1: 26,415 shares; 2026Q2: 14,161 shares 14,161 $572K 0.2% -12,254 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 6,114 shares; 2025Q2: 6,114 shares; 2025Q3: 6,114 shares; 2025Q4: 6,114 shares; 2026Q1: 6,114 shares; 2026Q2: 6,114 shares 6,114 $558K 0.19% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,829 shares; 2024Q4: 2,797 shares; 2025Q1: 2,809 shares; 2025Q2: 2,831 shares; 2025Q3: 2,721 shares; 2025Q4: 3,197 shares; 2026Q1: 3,199 shares; 2026Q2: 3,206 shares 3,206 $503K 0.17% +7 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,282 shares 3,282 $451K 0.16% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,120 shares; 2025Q1: 869 shares; 2025Q2: 843 shares; 2025Q3: 840 shares; 2025Q4: 939 shares; 2026Q1: 886 shares; 2026Q2: 715 shares 715 $403K 0.14% -171 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,493 shares; 2025Q4: 5,493 shares; 2026Q1: 5,493 shares; 2026Q2: 5,493 shares 5,493 $370K 0.13% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,059 shares 5,059 $332K 0.12% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares; 2026Q1: 2,156 shares; 2026Q2: 2,813 shares 2,813 $328K 0.11% +657 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 368 shares; 2025Q4: 358 shares; 2026Q1: 364 shares; 2026Q2: 2,736 shares 2,736 $327K 0.11% +2,372 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,937 shares; 2025Q1: 1,936 shares; 2025Q2: 1,939 shares; 2025Q3: 1,948 shares; 2025Q4: not reported; 2026Q1: 1,703 shares; 2026Q2: 1,789 shares 1,789 $319K 0.11% +86 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,381 shares; 2026Q1: 7,436 shares; 2026Q2: 7,552 shares 7,552 $316K 0.11% +116 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,713 shares; 2026Q2: 5,841 shares 5,841 $312K 0.11% +128 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,792 shares; 2026Q1: 7,792 shares; 2026Q2: 7,792 shares 7,792 $285K 0.1% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,852 shares; 2026Q2: 3,796 shares 3,796 $260K 0.09% -56 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $249K 0.09% new Timeline GBIL 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,219 shares; 2025Q4: 3,818 shares; 2026Q1: 2,324 shares; 2026Q2: 2,467 shares 2,467 $247K 0.09% +143 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; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 792 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $238K 0.08% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $229K 0.08% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,884 shares 1,884 $221K 0.08% new 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; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $219K 0.08% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 408 shares; 2026Q1: 366 shares; 2026Q2: 284 shares 284 $213K 0.07% -82 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,501 shares 1,501 $210K 0.07% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,691 shares 2,691 $206K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,531 shares; 2025Q1: 13,305 shares; 2025Q2: 14,356 shares; 2025Q3: not reported; 2025Q4: 18,198 shares; 2026Q1: 18,788 shares; 2026Q2: 1,401 shares 1,401 $205K 0.07% -17,387 Timeline