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: 492,370 shares; 2024Q4: 479,903 shares; 2025Q1: 475,661 shares; 2025Q2: 454,103 shares; 2025Q3: 417,729 shares; 2025Q4: 418,567 shares; 2026Q1: 416,689 shares; 2026Q2: 415,958 shares 415,958 $37.8M 18.42% -731 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: 519,753 shares; 2024Q4: 507,730 shares; 2025Q1: 544,918 shares; 2025Q2: 557,857 shares; 2025Q3: 547,080 shares; 2025Q4: 548,722 shares; 2026Q1: 553,081 shares; 2026Q2: 557,080 shares 557,080 $28.1M 13.69% +3,999 Timeline BILS 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: 115,727 shares; 2024Q4: 111,905 shares; 2025Q1: 117,993 shares; 2025Q2: 120,402 shares; 2025Q3: 121,887 shares; 2025Q4: 128,639 shares; 2026Q1: 141,297 shares; 2026Q2: 143,209 shares 143,209 $14.2M 6.94% +1,912 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: 117,088 shares; 2024Q4: 117,473 shares; 2025Q1: 122,465 shares; 2025Q2: 125,311 shares; 2025Q3: 128,959 shares; 2025Q4: 138,527 shares; 2026Q1: 145,104 shares; 2026Q2: 149,647 shares 149,647 $13.7M 6.69% +4,543 Timeline SPTS 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: 374,952 shares; 2024Q4: 325,414 shares; 2025Q1: 339,534 shares; 2025Q2: 342,438 shares; 2025Q3: 349,045 shares; 2025Q4: 366,638 shares; 2026Q1: 363,917 shares; 2026Q2: 360,928 shares 360,928 $10.5M 5.11% -2,989 Timeline TIPX 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: 372,545 shares; 2024Q4: 376,580 shares; 2025Q1: 436,094 shares; 2025Q2: 452,126 shares; 2025Q3: 531,679 shares; 2025Q4: 563,890 shares; 2026Q1: 531,767 shares; 2026Q2: 538,380 shares 538,380 $10.2M 4.97% +6,613 Timeline FLEE 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: 235,653 shares; 2024Q4: 227,469 shares; 2025Q1: 246,538 shares; 2025Q2: 264,031 shares; 2025Q3: 250,758 shares; 2025Q4: 252,053 shares; 2026Q1: 261,478 shares; 2026Q2: 260,576 shares 260,576 $10.1M 4.94% -902 Timeline LDUR 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: 46,770 shares; 2024Q4: 40,921 shares; 2025Q1: 40,688 shares; 2025Q2: 41,486 shares; 2025Q3: 41,693 shares; 2025Q4: 44,948 shares; 2026Q1: 80,743 shares; 2026Q2: 85,945 shares 85,945 $8.22M 4.01% +5,202 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: 101,759 shares; 2024Q4: 90,080 shares; 2025Q1: 97,521 shares; 2025Q2: 105,613 shares; 2025Q3: 111,510 shares; 2025Q4: 123,335 shares; 2026Q1: 112,327 shares; 2026Q2: 113,200 shares 113,200 $7.62M 3.72% +873 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; 2024Q3: 94,305 shares; 2024Q4: 82,845 shares; 2025Q1: 84,846 shares; 2025Q2: 86,701 shares; 2025Q3: 88,820 shares; 2025Q4: 92,344 shares; 2026Q1: 77,127 shares; 2026Q2: 78,311 shares 78,311 $7.22M 3.52% +1,184 Timeline SPEU 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: 96,920 shares; 2024Q4: 100,557 shares; 2025Q1: 110,011 shares; 2025Q2: 118,562 shares; 2025Q3: 121,038 shares; 2025Q4: 124,182 shares; 2026Q1: 128,867 shares; 2026Q2: 129,497 shares 129,497 $7.11M 3.47% +630 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: 122,137 shares; 2024Q4: 116,297 shares; 2025Q1: 119,938 shares; 2025Q2: 122,098 shares; 2025Q3: 124,034 shares; 2025Q4: 128,900 shares; 2026Q1: 134,402 shares; 2026Q2: 133,875 shares 133,875 $6.47M 3.16% -527 Timeline EMTL 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: 133,198 shares; 2024Q4: 117,736 shares; 2025Q1: 122,914 shares; 2025Q2: 123,867 shares; 2025Q3: 127,913 shares; 2025Q4: 134,629 shares; 2026Q1: 143,405 shares; 2026Q2: 128,089 shares 128,089 $5.47M 2.67% -15,316 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: 12,023 shares; 2024Q4: 12,014 shares; 2025Q1: 13,334 shares; 2025Q2: 12,360 shares; 2025Q3: 12,305 shares; 2025Q4: 12,352 shares; 2026Q1: 11,814 shares; 2026Q2: 11,814 shares 11,814 $4.37M 2.13% 0 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: 108,278 shares; 2024Q4: 103,441 shares; 2025Q1: 107,795 shares; 2025Q2: 108,228 shares; 2025Q3: 78,330 shares; 2025Q4: 80,448 shares; 2026Q1: 79,869 shares; 2026Q2: 79,802 shares 79,802 $3.84M 1.88% -67 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; 2024Q3: 23,019 shares; 2024Q4: 22,302 shares; 2025Q1: 22,667 shares; 2025Q2: 23,008 shares; 2025Q3: 23,017 shares; 2025Q4: 23,635 shares; 2026Q1: 24,104 shares; 2026Q2: 24,235 shares 24,235 $3.69M 1.8% +131 Timeline FTHF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,323 shares; 2025Q4: 49,582 shares; 2026Q1: 64,193 shares; 2026Q2: 69,187 shares 69,187 $3.44M 1.68% +4,994 Timeline BKIE 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: 23,587 shares; 2024Q4: 26,164 shares; 2025Q1: 26,024 shares; 2025Q2: 28,295 shares; 2025Q3: 28,090 shares; 2025Q4: 28,017 shares; 2026Q1: 27,694 shares; 2026Q2: 26,762 shares 26,762 $2.69M 1.31% -932 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 32,564 shares; 2025Q4: 34,471 shares; 2026Q1: 39,743 shares; 2026Q2: 41,755 shares 41,755 $2.67M 1.3% +2,012 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: 25,596 shares; 2024Q4: 25,596 shares; 2025Q1: 25,485 shares; 2025Q2: 25,428 shares; 2025Q3: 24,411 shares; 2025Q4: 24,411 shares; 2026Q1: 24,411 shares; 2026Q2: 23,693 shares 23,693 $2.08M 1.02% -718 Timeline LDRT 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: 33,120 shares; 2025Q1: 57,920 shares; 2025Q2: 61,880 shares; 2025Q3: 66,323 shares; 2025Q4: 68,520 shares; 2026Q1: 72,031 shares; 2026Q2: 68,889 shares 68,889 $1.73M 0.84% -3,142 Timeline GTO 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: 19,092 shares; 2024Q4: 36,385 shares; 2025Q1: 34,785 shares; 2025Q2: 34,095 shares; 2025Q3: 33,491 shares; 2025Q4: 33,377 shares; 2026Q1: 32,194 shares; 2026Q2: 29,813 shares 29,813 $1.4M 0.68% -2,381 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: 4,589 shares; 2024Q4: 4,612 shares; 2025Q1: 4,832 shares; 2025Q2: 4,832 shares; 2025Q3: 4,772 shares; 2025Q4: 4,526 shares; 2026Q1: 4,456 shares; 2026Q2: 4,433 shares 4,433 $1.28M 0.63% -23 Timeline EBND 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: 74,536 shares; 2024Q4: 49,359 shares; 2025Q1: 48,634 shares; 2025Q2: 49,483 shares; 2025Q3: 49,274 shares; 2025Q4: 52,236 shares; 2026Q1: 51,677 shares; 2026Q2: 53,569 shares 53,569 $1.12M 0.55% +1,892 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: 7,488 shares; 2024Q4: 7,313 shares; 2025Q1: 7,850 shares; 2025Q2: 9,660 shares; 2025Q3: 9,660 shares; 2025Q4: 9,485 shares; 2026Q1: 9,399 shares; 2026Q2: 7,528 shares 7,528 $1.03M 0.5% -1,871 Timeline EMDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,472 shares; 2026Q2: 20,942 shares 20,942 $905K 0.44% -530 Timeline FEMB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,972 shares 28,972 $847K 0.41% new Timeline LDRI 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: 22,040 shares; 2025Q2: 23,840 shares; 2025Q3: 37,027 shares; 2025Q4: 39,695 shares; 2026Q1: 37,127 shares; 2026Q2: 31,640 shares 31,640 $809K 0.39% -5,487 Timeline SPIP 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: 60,051 shares; 2024Q4: 41,226 shares; 2025Q1: 36,428 shares; 2025Q2: 37,139 shares; 2025Q3: 32,662 shares; 2025Q4: 33,649 shares; 2026Q1: 33,116 shares; 2026Q2: 27,817 shares 27,817 $714K 0.35% -5,299 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,867 shares; 2026Q2: 9,225 shares 9,225 $424K 0.21% +3,358 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,492 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares; 2026Q2: 4,110 shares 4,110 $414K 0.2% 0 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,290 shares; 2025Q1: 26,469 shares; 2025Q2: 26,425 shares; 2025Q3: 26,425 shares; 2025Q4: 27,429 shares; 2026Q1: 27,429 shares; 2026Q2: 25,256 shares 25,256 $401K 0.2% -2,173 Timeline FTHI 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: 15,140 shares; 2024Q4: 17,640 shares; 2025Q1: 21,919 shares; 2025Q2: 24,802 shares; 2025Q3: 24,802 shares; 2025Q4: 25,095 shares; 2026Q1: 18,047 shares; 2026Q2: 16,754 shares 16,754 $400K 0.19% -1,293 Timeline ELD 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: 13,479 shares; 2025Q1: 13,473 shares; 2025Q2: 13,473 shares; 2025Q3: 13,473 shares; 2025Q4: 13,473 shares; 2026Q1: 13,473 shares; 2026Q2: 13,473 shares 13,473 $387K 0.19% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares 2,744 $347K 0.17% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,817 shares; 2025Q1: 1,483 shares; 2025Q2: 1,486 shares; 2025Q3: 1,489 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,347 shares 1,347 $342K 0.17% -153 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: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 953 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $342K 0.17% 0 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: 1,813 shares; 2024Q4: 1,834 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 813 shares 813 $342K 0.17% -21 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,644 shares; 2026Q2: 1,644 shares 1,644 $286K 0.14% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares 3,037 $260K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $248K 0.12% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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: 5,844 shares 5,844 $237K 0.12% new Timeline FDD 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: 15,870 shares; 2024Q4: 10,870 shares; 2025Q1: 12,523 shares; 2025Q2: 13,493 shares; 2025Q3: 13,493 shares; 2025Q4: 14,009 shares; 2026Q1: 11,984 shares; 2026Q2: 12,047 shares 12,047 $223K 0.11% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,576 shares 7,576 $223K 0.11% 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 389 shares; 2026Q2: 370 shares 370 $208K 0.1% -19 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,007 shares 3,007 $207K 0.1% new 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 673 shares; 2026Q1: not reported; 2026Q2: 625 shares 625 $205K 0.1% new 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: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 1,800 shares 1,800 $204K 0.1% -3,000 Timeline