IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,305 shares; 2024Q4: 31,008 shares; 2025Q1: 32,050 shares; 2025Q2: 35,949 shares; 2025Q3: 35,969 shares; 2025Q4: 32,658 shares; 2026Q1: 36,227 shares; 2026Q2: 30,642 shares 30,642 $22.9M 9.4% -5,585 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,856 shares; 2025Q2: 27,199 shares; 2025Q3: 143,929 shares; 2025Q4: 199,606 shares; 2026Q1: 244,265 shares; 2026Q2: 274,399 shares 274,399 $14M 5.73% +30,134 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,623 shares; 2025Q2: 3,781 shares; 2025Q3: 3,816 shares; 2025Q4: 18,001 shares; 2026Q1: 38,647 shares; 2026Q2: 42,876 shares 42,876 $13M 5.32% +4,229 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,107 shares; 2024Q4: 14,086 shares; 2025Q1: 54,186 shares; 2025Q2: 131,151 shares; 2025Q3: 139,717 shares; 2025Q4: 157,703 shares; 2026Q1: 198,062 shares; 2026Q2: 237,066 shares 237,066 $12.8M 5.24% +39,004 Timeline JCPB 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: 61,105 shares; 2024Q4: 56,060 shares; 2025Q1: 62,815 shares; 2025Q2: 157,681 shares; 2025Q3: 188,501 shares; 2025Q4: 190,661 shares; 2026Q1: 229,244 shares; 2026Q2: 263,023 shares 263,023 $12.3M 5.06% +33,779 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 34,772 shares; 2025Q4: 59,045 shares; 2026Q1: 63,409 shares; 2026Q2: 64,353 shares 64,353 $10.4M 4.26% +944 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,920 shares; 2025Q1: 36,302 shares; 2025Q2: 47,993 shares; 2025Q3: 52,029 shares; 2025Q4: 85,692 shares; 2026Q1: 98,085 shares; 2026Q2: 113,887 shares 113,887 $10M 4.1% +15,802 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; 2024Q3: not reported; 2024Q4: 10,530 shares; 2025Q1: 45,370 shares; 2025Q2: 97,301 shares; 2025Q3: 103,567 shares; 2025Q4: 119,861 shares; 2026Q1: 136,432 shares; 2026Q2: 156,389 shares 156,389 $9.43M 3.86% +19,957 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,524 shares; 2025Q2: 140,647 shares; 2025Q3: 48,166 shares; 2025Q4: 51,405 shares; 2026Q1: 62,074 shares; 2026Q2: 183,185 shares 183,185 $8.38M 3.43% +121,111 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,508 shares; 2024Q4: 11,835 shares; 2025Q1: 19,535 shares; 2025Q2: 72,304 shares; 2025Q3: 74,034 shares; 2025Q4: 77,903 shares; 2026Q1: 114,144 shares; 2026Q2: 109,058 shares 109,058 $7.95M 3.26% -5,086 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: 15,766 shares; 2024Q4: 15,941 shares; 2025Q1: 16,551 shares; 2025Q2: 16,622 shares; 2025Q3: 16,656 shares; 2025Q4: 16,805 shares; 2026Q1: 22,704 shares; 2026Q2: 21,411 shares 21,411 $7.92M 3.24% -1,293 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,191 shares; 2024Q4: 13,476 shares; 2025Q1: 33,484 shares; 2025Q2: 38,914 shares; 2025Q3: 43,476 shares; 2025Q4: 41,053 shares; 2026Q1: 54,566 shares; 2026Q2: 131,815 shares 131,815 $6.67M 2.73% +77,249 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: 15,093 shares; 2024Q4: 15,319 shares; 2025Q1: 14,799 shares; 2025Q2: 16,677 shares; 2025Q3: 16,707 shares; 2025Q4: 13,772 shares; 2026Q1: 8,508 shares; 2026Q2: 6,781 shares 6,781 $4.99M 2.05% -1,727 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; 2024Q3: 39,723 shares; 2024Q4: 34,002 shares; 2025Q1: 45,499 shares; 2025Q2: 69,474 shares; 2025Q3: 40,791 shares; 2025Q4: 27,080 shares; 2026Q1: 35,403 shares; 2026Q2: 29,369 shares 29,369 $4.8M 1.97% -6,034 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,385 shares; 2024Q4: 53,599 shares; 2025Q1: 49,705 shares; 2025Q2: 8,206 shares; 2025Q3: 13,783 shares; 2025Q4: 43,055 shares; 2026Q1: 63,303 shares; 2026Q2: 85,635 shares 85,635 $4.53M 1.85% +22,332 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; 2024Q3: 144,043 shares; 2024Q4: 127,412 shares; 2025Q1: 127,127 shares; 2025Q2: 127,315 shares; 2025Q3: 91,338 shares; 2025Q4: 92,518 shares; 2026Q1: 106,230 shares; 2026Q2: 85,029 shares 85,029 $4.3M 1.76% -21,201 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,577 shares; 2026Q2: 135,356 shares 135,356 $4.14M 1.7% +110,779 Timeline ESGV 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: 25,732 shares; 2024Q4: 37,369 shares; 2025Q1: 35,859 shares; 2025Q2: 38,148 shares; 2025Q3: 37,764 shares; 2025Q4: 30,398 shares; 2026Q1: 30,132 shares; 2026Q2: 29,581 shares 29,581 $3.91M 1.6% -551 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,665 shares; 2024Q4: 52,538 shares; 2025Q1: 53,371 shares; 2025Q2: 54,041 shares; 2025Q3: 54,965 shares; 2025Q4: 55,490 shares; 2026Q1: 56,280 shares; 2026Q2: 51,059 shares 51,059 $3.86M 1.58% -5,221 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 947 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,774 shares; 2026Q1: 5,678 shares; 2026Q2: 5,566 shares 5,566 $3.65M 1.5% -112 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; 2024Q3: 28,645 shares; 2024Q4: 11,302 shares; 2025Q1: 34,727 shares; 2025Q2: 37,307 shares; 2025Q3: 41,177 shares; 2025Q4: 45,593 shares; 2026Q1: 26,376 shares; 2026Q2: 113,392 shares 113,392 $3.16M 1.29% +87,016 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,295 shares; 2024Q4: 4,948 shares; 2025Q1: 8,931 shares; 2025Q2: 27,056 shares; 2025Q3: 29,982 shares; 2025Q4: 29,100 shares; 2026Q1: 33,407 shares; 2026Q2: 30,900 shares 30,900 $3.16M 1.29% -2,507 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; 2024Q3: 3,659 shares; 2024Q4: 3,822 shares; 2025Q1: 4,521 shares; 2025Q2: 5,471 shares; 2025Q3: 5,133 shares; 2025Q4: 5,186 shares; 2026Q1: 7,337 shares; 2026Q2: 10,969 shares 10,969 $2.6M 1.06% +3,632 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,401 shares; 2025Q1: not reported; 2025Q2: 20,460 shares; 2025Q3: 32,977 shares; 2025Q4: 99,715 shares; 2026Q1: 136,258 shares; 2026Q2: 97,346 shares 97,346 $2.58M 1.06% -38,912 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; 2024Q3: 41,261 shares; 2024Q4: 41,839 shares; 2025Q1: 28,221 shares; 2025Q2: 10,919 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,209 shares 63,209 $2.57M 1.05% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,617 shares; 2024Q4: 6,016 shares; 2025Q1: 6,126 shares; 2025Q2: 4,904 shares; 2025Q3: 4,935 shares; 2025Q4: 5,021 shares; 2026Q1: 5,549 shares; 2026Q2: 20,345 shares 20,345 $2.53M 1.03% +14,796 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,327 shares; 2024Q4: 6,866 shares; 2025Q1: 5,463 shares; 2025Q2: 12,444 shares; 2025Q3: 13,442 shares; 2025Q4: 13,742 shares; 2026Q1: 25,895 shares; 2026Q2: 25,569 shares 25,569 $2.28M 0.93% -326 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; 2024Q3: 19,487 shares; 2024Q4: 22,123 shares; 2025Q1: 21,876 shares; 2025Q2: 20,867 shares; 2025Q3: 22,108 shares; 2025Q4: 20,919 shares; 2026Q1: 28,133 shares; 2026Q2: 29,902 shares 29,902 $2.26M 0.92% +1,769 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,699 shares; 2024Q4: 15,961 shares; 2025Q1: 18,682 shares; 2025Q2: 15,837 shares; 2025Q3: 10,187 shares; 2025Q4: 8,183 shares; 2026Q1: 8,759 shares; 2026Q2: 8,133 shares 8,133 $1.78M 0.73% -626 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,016 shares; 2025Q3: 9,998 shares; 2025Q4: 12,970 shares; 2026Q1: 13,985 shares; 2026Q2: 17,137 shares 17,137 $1.77M 0.72% +3,152 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,530 shares; 2025Q1: 59,787 shares; 2025Q2: 63,709 shares; 2025Q3: 74,494 shares; 2025Q4: 94,332 shares; 2026Q1: 67,278 shares; 2026Q2: 33,268 shares 33,268 $1.69M 0.69% -34,010 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: 2,591 shares; 2024Q4: 3,259 shares; 2025Q1: 3,020 shares; 2025Q2: 4,381 shares; 2025Q3: 4,190 shares; 2025Q4: 4,052 shares; 2026Q1: 4,845 shares; 2026Q2: 4,423 shares 4,423 $1.65M 0.68% -422 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 4,589 shares; 2026Q1: 8,686 shares; 2026Q2: 10,589 shares 10,589 $1.57M 0.64% +1,903 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,980 shares; 2024Q4: 70,523 shares; 2025Q1: 88,927 shares; 2025Q2: 82,488 shares; 2025Q3: 90,856 shares; 2025Q4: 91,646 shares; 2026Q1: 77,766 shares; 2026Q2: 28,580 shares 28,580 $1.51M 0.62% -49,186 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,560 shares; 2024Q4: 132,836 shares; 2025Q1: 110,033 shares; 2025Q2: 49,366 shares; 2025Q3: 36,235 shares; 2025Q4: 34,782 shares; 2026Q1: 35,534 shares; 2026Q2: 23,355 shares 23,355 $1.45M 0.59% -12,179 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; 2024Q3: 7,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,681 shares; 2026Q2: 14,783 shares 14,783 $1.43M 0.58% +8,102 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,905 shares; 2025Q1: 1,951 shares; 2025Q2: 1,915 shares; 2025Q3: 1,921 shares; 2025Q4: 1,857 shares; 2026Q1: 1,850 shares; 2026Q2: 1,845 shares 1,845 $1.38M 0.56% -5 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,909 shares; 2024Q4: 17,498 shares; 2025Q1: 17,307 shares; 2025Q2: 14,581 shares; 2025Q3: 13,542 shares; 2025Q4: 23,443 shares; 2026Q1: 28,864 shares; 2026Q2: 29,793 shares 29,793 $1.36M 0.56% +929 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,419 shares; 2026Q1: 51,685 shares; 2026Q2: 40,398 shares 40,398 $1.33M 0.55% -11,287 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,234 shares; 2024Q4: 24,990 shares; 2025Q1: 16,165 shares; 2025Q2: 8,777 shares; 2025Q3: 8,783 shares; 2025Q4: 8,803 shares; 2026Q1: 8,950 shares; 2026Q2: 8,736 shares 8,736 $1.12M 0.46% -214 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 4,155 shares; 2025Q1: not reported; 2025Q2: 6,630 shares; 2025Q3: 6,664 shares; 2025Q4: 8,306 shares; 2026Q1: 8,478 shares; 2026Q2: 8,585 shares 8,585 $1.06M 0.43% +107 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; 2024Q3: 14,381 shares; 2024Q4: 14,129 shares; 2025Q1: 16,297 shares; 2025Q2: 8,419 shares; 2025Q3: 8,656 shares; 2025Q4: 10,705 shares; 2026Q1: 11,700 shares; 2026Q2: 37,998 shares 37,998 $1.04M 0.43% +26,298 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,212 shares 20,212 $1.01M 0.41% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,272 shares; 2024Q4: 5,257 shares; 2025Q1: 5,170 shares; 2025Q2: 5,062 shares; 2025Q3: 4,832 shares; 2025Q4: 4,385 shares; 2026Q1: 4,170 shares; 2026Q2: 4,012 shares 4,012 $956K 0.39% -158 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,730 shares; 2026Q1: 14,408 shares; 2026Q2: 14,310 shares 14,310 $945K 0.39% -98 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $942K 0.39% 0 Timeline HYGH 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; 2024Q3: 2,368 shares; 2024Q4: 9,936 shares; 2025Q1: 3,548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553 shares; 2026Q1: 3,578 shares; 2026Q2: 10,526 shares 10,526 $912K 0.37% +6,948 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,635 shares; 2026Q2: 40,429 shares 40,429 $878K 0.36% +1,794 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,717 shares; 2025Q2: 11,050 shares; 2025Q3: 12,879 shares; 2025Q4: 14,572 shares; 2026Q1: 16,939 shares; 2026Q2: 25,118 shares 25,118 $841K 0.34% +8,179 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 637 shares; 2026Q1: 2,493 shares; 2026Q2: 2,251 shares 2,251 $824K 0.34% -242 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,968 shares; 2024Q4: 25,025 shares; 2025Q1: 24,067 shares; 2025Q2: 26,496 shares; 2025Q3: 26,770 shares; 2025Q4: 21,832 shares; 2026Q1: 10,321 shares; 2026Q2: 10,304 shares 10,304 $823K 0.34% -17 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,202 shares; 2026Q2: 22,124 shares 22,124 $797K 0.33% +1,922 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; 2024Q3: 7,879 shares; 2024Q4: 7,203 shares; 2025Q1: 6,040 shares; 2025Q2: not reported; 2025Q3: 7,218 shares; 2025Q4: 9,810 shares; 2026Q1: 16,619 shares; 2026Q2: 17,223 shares 17,223 $783K 0.32% +604 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,943 shares; 2026Q1: 16,611 shares; 2026Q2: 16,597 shares 16,597 $749K 0.31% -14 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 765 shares; 2025Q1: 817 shares; 2025Q2: 883 shares; 2025Q3: 874 shares; 2025Q4: 799 shares; 2026Q1: 778 shares; 2026Q2: 766 shares 766 $717K 0.29% -12 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; 2024Q3: 46,992 shares; 2024Q4: 22,082 shares; 2025Q1: 15,552 shares; 2025Q2: 11,000 shares; 2025Q3: 10,607 shares; 2025Q4: 10,216 shares; 2026Q1: 8,053 shares; 2026Q2: 6,816 shares 6,816 $709K 0.29% -1,237 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 961 shares; 2025Q3: 959 shares; 2025Q4: 1,024 shares; 2026Q1: 1,041 shares; 2026Q2: 2,437 shares 2,437 $708K 0.29% +1,396 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: 2,144 shares; 2024Q4: 2,086 shares; 2025Q1: 1,816 shares; 2025Q2: 2,601 shares; 2025Q3: 2,538 shares; 2025Q4: 2,461 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $707K 0.29% 0 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: 3,139 shares; 2024Q4: 3,158 shares; 2025Q1: 3,127 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,589 shares; 2026Q1: 3,162 shares; 2026Q2: 3,446 shares 3,446 $690K 0.28% +284 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,924 shares; 2024Q4: 11,203 shares; 2025Q1: 12,927 shares; 2025Q2: 16,324 shares; 2025Q3: 3,477 shares; 2025Q4: not reported; 2026Q1: 26,656 shares; 2026Q2: 10,195 shares 10,195 $677K 0.28% -16,461 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,569 shares; 2024Q4: 98,609 shares; 2025Q1: 85,987 shares; 2025Q2: 20,874 shares; 2025Q3: 13,248 shares; 2025Q4: 12,530 shares; 2026Q1: 12,458 shares; 2026Q2: 12,106 shares 12,106 $661K 0.27% -352 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,848 shares; 2025Q3: 10,097 shares; 2025Q4: 11,944 shares; 2026Q1: 14,040 shares; 2026Q2: 14,390 shares 14,390 $647K 0.27% +350 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,745 shares; 2024Q4: 21,665 shares; 2025Q1: 28,582 shares; 2025Q2: 31,171 shares; 2025Q3: 28,013 shares; 2025Q4: 13,827 shares; 2026Q1: 17,029 shares; 2026Q2: 25,569 shares 25,569 $641K 0.26% +8,540 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; 2024Q3: 2,471 shares; 2024Q4: 2,439 shares; 2025Q1: 1,308 shares; 2025Q2: 992 shares; 2025Q3: 1,022 shares; 2025Q4: 1,046 shares; 2026Q1: 1,251 shares; 2026Q2: 6,952 shares 6,952 $599K 0.25% +5,701 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,460 shares; 2024Q4: 14,198 shares; 2025Q1: 13,705 shares; 2025Q2: 14,215 shares; 2025Q3: 14,400 shares; 2025Q4: 4,911 shares; 2026Q1: 4,861 shares; 2026Q2: 4,888 shares 4,888 $572K 0.23% +27 Timeline FVD 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: 14,858 shares; 2024Q4: 14,199 shares; 2025Q1: 13,798 shares; 2025Q2: 13,276 shares; 2025Q3: 13,113 shares; 2025Q4: 12,749 shares; 2026Q1: 12,146 shares; 2026Q2: 11,839 shares 11,839 $570K 0.23% -307 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,828 shares; 2024Q4: 47,339 shares; 2025Q1: 44,197 shares; 2025Q2: 46,353 shares; 2025Q3: 45,882 shares; 2025Q4: 6,979 shares; 2026Q1: 6,658 shares; 2026Q2: 6,365 shares 6,365 $563K 0.23% -293 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 18,849 shares 18,849 $552K 0.23% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,111 shares; 2025Q3: 8,356 shares; 2025Q4: 6,940 shares; 2026Q1: 10,860 shares; 2026Q2: 10,541 shares 10,541 $529K 0.22% -319 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,266 shares; 2025Q2: 6,803 shares; 2025Q3: 9,407 shares; 2025Q4: 9,696 shares; 2026Q1: 9,164 shares; 2026Q2: 9,915 shares 9,915 $529K 0.22% +751 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,251 shares 4,251 $498K 0.2% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,249 shares; 2026Q2: 3,120 shares 3,120 $494K 0.2% +871 Timeline SPYX 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: 7,280 shares; 2024Q4: 7,677 shares; 2025Q1: 7,785 shares; 2025Q2: 7,785 shares; 2025Q3: 7,785 shares; 2025Q4: 7,785 shares; 2026Q1: 7,785 shares; 2026Q2: 7,785 shares 7,785 $476K 0.19% 0 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; 2024Q3: 42,120 shares; 2024Q4: 80,256 shares; 2025Q1: 65,240 shares; 2025Q2: 19,841 shares; 2025Q3: 18,575 shares; 2025Q4: 16,557 shares; 2026Q1: 19,862 shares; 2026Q2: 11,463 shares 11,463 $469K 0.19% -8,399 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,094 shares; 2026Q2: 18,507 shares 18,507 $469K 0.19% +5,413 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,677 shares; 2024Q4: 14,730 shares; 2025Q1: 13,024 shares; 2025Q2: 10,531 shares; 2025Q3: 5,236 shares; 2025Q4: not reported; 2026Q1: 7,093 shares; 2026Q2: 9,288 shares 9,288 $468K 0.19% +2,195 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,527 shares; 2024Q4: 27,466 shares; 2025Q1: 26,771 shares; 2025Q2: 27,762 shares; 2025Q3: 27,848 shares; 2025Q4: 9,515 shares; 2026Q1: 9,168 shares; 2026Q2: 9,116 shares 9,116 $456K 0.19% -52 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,661 shares; 2024Q4: 3,098 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,234 shares; 2026Q2: 2,234 shares 2,234 $428K 0.18% 0 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: 3,453 shares; 2024Q4: 3,690 shares; 2025Q1: 3,730 shares; 2025Q2: 3,623 shares; 2025Q3: 3,826 shares; 2025Q4: 4,794 shares; 2026Q1: 4,888 shares; 2026Q2: 4,654 shares 4,654 $423K 0.17% -234 Timeline TBUX 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,401 shares 8,401 $418K 0.17% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,134 shares; 2025Q1: 3,207 shares; 2025Q2: 3,221 shares; 2025Q3: 3,230 shares; 2025Q4: 3,171 shares; 2026Q1: 2,964 shares; 2026Q2: 2,812 shares 2,812 $417K 0.17% -152 Timeline JPIB 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: not reported; 2026Q1: not reported; 2026Q2: 8,401 shares 8,401 $406K 0.17% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,093 shares; 2026Q1: 49,643 shares; 2026Q2: 29,830 shares 29,830 $388K 0.16% -19,813 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: 1,970 shares; 2024Q4: 1,830 shares; 2025Q1: 1,772 shares; 2025Q2: 1,375 shares; 2025Q3: 1,357 shares; 2025Q4: 1,363 shares; 2026Q1: 1,322 shares; 2026Q2: 1,255 shares 1,255 $380K 0.16% -67 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,081 shares; 2026Q1: 803 shares; 2026Q2: 768 shares 768 $380K 0.16% -35 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 2,894 shares; 2025Q1: 2,946 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,900 shares; 2026Q1: 2,865 shares; 2026Q2: 2,764 shares 2,764 $378K 0.15% -101 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $375K 0.15% 0 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,908 shares 9,908 $362K 0.15% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,166 shares; 2024Q4: 5,217 shares; 2025Q1: 4,656 shares; 2025Q2: 4,585 shares; 2025Q3: 4,561 shares; 2025Q4: 4,391 shares; 2026Q1: 4,482 shares; 2026Q2: 4,356 shares 4,356 $336K 0.14% -126 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,284 shares; 2024Q4: 18,226 shares; 2025Q1: 19,395 shares; 2025Q2: 30,097 shares; 2025Q3: 30,401 shares; 2025Q4: 32,663 shares; 2026Q1: 32,300 shares; 2026Q2: 16,680 shares 16,680 $335K 0.14% -15,620 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,853 shares; 2026Q2: 5,060 shares 5,060 $304K 0.12% +1,207 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,703 shares; 2024Q4: 19,260 shares; 2025Q1: 12,685 shares; 2025Q2: 7,806 shares; 2025Q3: 7,111 shares; 2025Q4: 7,104 shares; 2026Q1: 7,811 shares; 2026Q2: 7,742 shares 7,742 $295K 0.12% -69 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 5,595 shares; 2025Q2: 5,699 shares; 2025Q3: 5,718 shares; 2025Q4: 5,603 shares; 2026Q1: 5,603 shares; 2026Q2: 5,603 shares 5,603 $261K 0.11% 0 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,079 shares; 2024Q4: 7,164 shares; 2025Q1: 7,289 shares; 2025Q2: 7,547 shares; 2025Q3: 7,614 shares; 2025Q4: 11,129 shares; 2026Q1: 3,073 shares; 2026Q2: 3,070 shares 3,070 $251K 0.1% -3 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 2,925 shares 2,925 $250K 0.1% new Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,203 shares; 2026Q2: 2,160 shares 2,160 $242K 0.1% -43 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,946 shares; 2025Q1: 2,928 shares; 2025Q2: 30,361 shares; 2025Q3: 3,788 shares; 2025Q4: 3,633 shares; 2026Q1: 3,198 shares; 2026Q2: 2,480 shares 2,480 $239K 0.1% -718 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $235K 0.1% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares 219 $233K 0.1% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC 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: 8,531 shares 8,531 $226K 0.09% new Timeline GSST 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: 4,080 shares; 2025Q4: 4,072 shares; 2026Q1: 4,845 shares; 2026Q2: 4,386 shares 4,386 $222K 0.09% -459 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 418 shares; 2025Q3: 412 shares; 2025Q4: 401 shares; 2026Q1: not reported; 2026Q2: 434 shares 434 $217K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $213K 0.09% new Timeline FLQM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,155 shares; 2025Q3: 19,048 shares; 2025Q4: 4,470 shares; 2026Q1: 4,165 shares; 2026Q2: 3,676 shares 3,676 $213K 0.09% -489 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,072 shares 2,072 $212K 0.09% new 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: 5,767 shares; 2024Q4: 4,872 shares; 2025Q1: 4,629 shares; 2025Q2: 3,529 shares; 2025Q3: 3,628 shares; 2025Q4: 1,951 shares; 2026Q1: 1,595 shares; 2026Q2: 1,257 shares 1,257 $206K 0.08% -338 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $205K 0.08% new Timeline