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: 180,006 shares; 2024Q4: 178,650 shares; 2025Q1: 605,509 shares; 2025Q2: 641,878 shares; 2025Q3: 652,876 shares; 2025Q4: 670,274 shares; 2026Q1: 682,240 shares; 2026Q2: 691,187 shares 691,187 $256M 9.97% +8,947 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: 238,166 shares; 2024Q4: 215,746 shares; 2025Q1: 215,511 shares; 2025Q2: 191,908 shares; 2025Q3: 181,936 shares; 2025Q4: 176,314 shares; 2026Q1: 161,145 shares; 2026Q2: 161,002 shares 161,002 $119M 4.62% -143 Timeline DLN 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: 1,177,539 shares; 2025Q2: 1,157,031 shares; 2025Q3: 1,118,106 shares; 2025Q4: 1,117,743 shares; 2026Q1: 1,165,060 shares; 2026Q2: 1,196,646 shares 1,196,646 $115M 4.49% +31,586 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: 47,538 shares; 2024Q4: 46,938 shares; 2025Q1: 155,359 shares; 2025Q2: 120,347 shares; 2025Q3: 127,626 shares; 2025Q4: 132,035 shares; 2026Q1: 144,473 shares; 2026Q2: 150,835 shares 150,835 $113M 4.41% +6,362 Timeline SMTH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621,551 shares; 2026Q1: 1,943,212 shares; 2026Q2: 4,184,387 shares 4,184,387 $108M 4.2% +2,241,175 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; 2024Q3: 1,070,778 shares; 2024Q4: 1,092,332 shares; 2025Q1: 1,034,974 shares; 2025Q2: 1,032,154 shares; 2025Q3: 1,039,531 shares; 2025Q4: 1,046,626 shares; 2026Q1: 1,037,450 shares; 2026Q2: 1,046,829 shares 1,046,829 $74.6M 2.91% +9,379 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,054 shares; 2024Q4: 604,877 shares; 2025Q1: 1,718,673 shares; 2025Q2: 1,762,795 shares; 2025Q3: 1,758,983 shares; 2025Q4: 1,786,053 shares; 2026Q1: 1,885,593 shares; 2026Q2: 1,824,236 shares 1,824,236 $70.5M 2.75% -61,357 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; 2024Q3: 830,363 shares; 2024Q4: 837,386 shares; 2025Q1: 722,545 shares; 2025Q2: 720,347 shares; 2025Q3: 676,706 shares; 2025Q4: 717,453 shares; 2026Q1: 739,826 shares; 2026Q2: 819,832 shares 819,832 $60.2M 2.35% +80,006 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,893 shares; 2024Q4: 32,540 shares; 2025Q1: 12,238 shares; 2025Q2: 298,694 shares; 2025Q3: 290,216 shares; 2025Q4: 412,704 shares; 2026Q1: 545,584 shares; 2026Q2: 292,342 shares 292,342 $55.7M 2.17% -253,242 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: 356,111 shares; 2024Q4: 353,268 shares; 2025Q1: 714,918 shares; 2025Q2: 764,628 shares; 2025Q3: 780,801 shares; 2025Q4: 646,325 shares; 2026Q1: 655,677 shares; 2026Q2: 674,236 shares 674,236 $52M 2.03% +18,559 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: 79,153 shares; 2024Q4: 77,745 shares; 2025Q1: 311,346 shares; 2025Q2: 384,315 shares; 2025Q3: 387,559 shares; 2025Q4: 283,818 shares; 2026Q1: 343,025 shares; 2026Q2: 335,502 shares 335,502 $49.8M 1.94% -7,523 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; 2024Q3: 120,818 shares; 2024Q4: 234,050 shares; 2025Q1: 121,807 shares; 2025Q2: 521,480 shares; 2025Q3: 554,499 shares; 2025Q4: 520,356 shares; 2026Q1: 113,217 shares; 2026Q2: 825,506 shares 825,506 $44.3M 1.73% +712,289 Timeline IHDG 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: 636,221 shares; 2025Q2: 631,646 shares; 2025Q3: 623,384 shares; 2025Q4: 614,574 shares; 2026Q1: 772,976 shares; 2026Q2: 784,789 shares 784,789 $41.1M 1.6% +11,813 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: 26,904 shares; 2025Q1: not reported; 2025Q2: 134,612 shares; 2025Q3: 81,813 shares; 2025Q4: 201,103 shares; 2026Q1: 362,392 shares; 2026Q2: 336,087 shares 336,087 $39.4M 1.54% -26,305 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368,646 shares; 2026Q1: 1,480,371 shares; 2026Q2: 1,572,195 shares 1,572,195 $39.1M 1.53% +91,824 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,719 shares; 2025Q1: 24,287 shares; 2025Q2: 109,296 shares; 2025Q3: 158,306 shares; 2025Q4: 80,861 shares; 2026Q1: 93,035 shares; 2026Q2: 103,753 shares 103,753 $38.2M 1.49% +10,718 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,776 shares; 2024Q4: 224,560 shares; 2025Q1: 1,099,135 shares; 2025Q2: 1,150,208 shares; 2025Q3: 1,187,973 shares; 2025Q4: 648,648 shares; 2026Q1: 670,281 shares; 2026Q2: 713,361 shares 713,361 $36.6M 1.43% +43,080 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,049 shares; 2025Q2: 436,642 shares; 2025Q3: 452,367 shares; 2025Q4: 469,082 shares; 2026Q1: 675,243 shares; 2026Q2: 709,244 shares 709,244 $33.9M 1.32% +34,001 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: 3,369 shares; 2024Q4: 3,204 shares; 2025Q1: 3,139 shares; 2025Q2: 114,828 shares; 2025Q3: 109,197 shares; 2025Q4: 87,055 shares; 2026Q1: 67,060 shares; 2026Q2: 65,976 shares 65,976 $33M 1.29% -1,084 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488,969 shares; 2024Q4: 487,162 shares; 2025Q1: 532,196 shares; 2025Q2: 503,106 shares; 2025Q3: 488,069 shares; 2025Q4: 490,777 shares; 2026Q1: 558,041 shares; 2026Q2: 574,767 shares 574,767 $28.6M 1.12% +16,726 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; 2024Q3: 47,845 shares; 2024Q4: 12,394 shares; 2025Q1: 41,806 shares; 2025Q2: 159,027 shares; 2025Q3: 146,044 shares; 2025Q4: 297,494 shares; 2026Q1: 120,099 shares; 2026Q2: 153,796 shares 153,796 $28.5M 1.11% +33,697 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632,711 shares; 2024Q4: 598,509 shares; 2025Q1: 1,789,793 shares; 2025Q2: 1,975,139 shares; 2025Q3: 2,634,835 shares; 2025Q4: 1,093,234 shares; 2026Q1: 1,115,125 shares; 2026Q2: 1,186,819 shares 1,186,819 $27M 1.05% +71,694 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,285 shares; 2025Q3: 232,989 shares; 2025Q4: 298,479 shares; 2026Q1: 392,657 shares; 2026Q2: 303,944 shares 303,944 $26.3M 1.02% -88,713 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,767 shares; 2024Q4: 3,314 shares; 2025Q1: 53,986 shares; 2025Q2: 117,024 shares; 2025Q3: 146,112 shares; 2025Q4: 351,117 shares; 2026Q1: 356,196 shares; 2026Q2: 558,816 shares 558,816 $25.3M 0.99% +202,620 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,740 shares; 2026Q1: 562,650 shares; 2026Q2: 583,903 shares 583,903 $25.2M 0.98% +21,253 Timeline FNDA 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: 653,793 shares; 2024Q4: 1,297,427 shares; 2025Q1: 774,306 shares; 2025Q2: 777,637 shares; 2025Q3: 746,095 shares; 2025Q4: 737,096 shares; 2026Q1: 620,689 shares; 2026Q2: 622,642 shares 622,642 $23.7M 0.92% +1,953 Timeline XMHQ 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: 521,899 shares; 2024Q4: 517,324 shares; 2025Q1: 338,633 shares; 2025Q2: 328,016 shares; 2025Q3: 313,294 shares; 2025Q4: 311,051 shares; 2026Q1: 206,884 shares; 2026Q2: 207,094 shares 207,094 $23.4M 0.91% +210 Timeline RLY 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: 410,179 shares; 2024Q4: 411,455 shares; 2025Q1: 411,152 shares; 2025Q2: 398,184 shares; 2025Q3: 383,457 shares; 2025Q4: 409,398 shares; 2026Q1: 348,992 shares; 2026Q2: 664,246 shares 664,246 $22.9M 0.89% +315,254 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: 415,378 shares; 2024Q4: 421,901 shares; 2025Q1: 380,918 shares; 2025Q2: 135,739 shares; 2025Q3: 149,642 shares; 2025Q4: 138,499 shares; 2026Q1: 136,644 shares; 2026Q2: 133,625 shares 133,625 $21.6M 0.84% -3,019 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; 2024Q3: 61,921 shares; 2024Q4: 69,291 shares; 2025Q1: 57,533 shares; 2025Q2: 125,206 shares; 2025Q3: 127,641 shares; 2025Q4: 163,654 shares; 2026Q1: 269,982 shares; 2026Q2: 240,444 shares 240,444 $20M 0.78% -29,538 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,151 shares; 2024Q4: 473,209 shares; 2025Q1: 468,442 shares; 2025Q2: 147,760 shares; 2025Q3: 168,169 shares; 2025Q4: 168,263 shares; 2026Q1: 152,816 shares; 2026Q2: 158,417 shares 158,417 $18.9M 0.74% +5,601 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: 9,161 shares; 2024Q4: 9,642 shares; 2025Q1: 11,653 shares; 2025Q2: 12,224 shares; 2025Q3: 12,264 shares; 2025Q4: 37,959 shares; 2026Q1: 68,782 shares; 2026Q2: 72,209 shares 72,209 $17.2M 0.67% +3,427 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: 14,209 shares; 2024Q4: 15,381 shares; 2025Q1: 16,864 shares; 2025Q2: 18,113 shares; 2025Q3: 19,831 shares; 2025Q4: 21,378 shares; 2026Q1: 23,256 shares; 2026Q2: 46,056 shares 46,056 $17.2M 0.67% +22,800 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,661 shares; 2024Q4: 123,710 shares; 2025Q1: 104,424 shares; 2025Q2: 200,677 shares; 2025Q3: 165,472 shares; 2025Q4: 235,353 shares; 2026Q1: 202,225 shares; 2026Q2: 174,951 shares 174,951 $16.9M 0.66% -27,274 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: 59,453 shares; 2024Q4: 63,195 shares; 2025Q1: 66,612 shares; 2025Q2: 69,584 shares; 2025Q3: 71,738 shares; 2025Q4: 72,339 shares; 2026Q1: 76,555 shares; 2026Q2: 78,813 shares 78,813 $15.8M 0.61% +2,258 Timeline BLV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424,610 shares; 2025Q3: 288,095 shares; 2025Q4: 352,891 shares; 2026Q1: 292,105 shares; 2026Q2: 227,536 shares 227,536 $15.7M 0.61% -64,569 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; 2024Q3: 70,769 shares; 2024Q4: 72,128 shares; 2025Q1: 77,265 shares; 2025Q2: 115,500 shares; 2025Q3: 117,450 shares; 2025Q4: 118,833 shares; 2026Q1: 120,146 shares; 2026Q2: 125,203 shares 125,203 $15.6M 0.61% +5,057 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,452 shares; 2024Q4: 34,225 shares; 2025Q1: 15,633 shares; 2025Q2: 127,506 shares; 2025Q3: 70,911 shares; 2025Q4: 493,281 shares; 2026Q1: 317,572 shares; 2026Q2: 287,631 shares 287,631 $15.3M 0.6% -29,941 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,314 shares; 2024Q4: 283,174 shares; 2025Q1: 57,941 shares; 2025Q2: 50,289 shares; 2025Q3: 47,004 shares; 2025Q4: 45,049 shares; 2026Q1: 41,250 shares; 2026Q2: 39,384 shares 39,384 $13.5M 0.53% -1,866 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,691 shares; 2024Q4: 2,691 shares; 2025Q1: 2,896 shares; 2025Q2: 60,719 shares; 2025Q3: 128,768 shares; 2025Q4: 159,681 shares; 2026Q1: 45,915 shares; 2026Q2: 140,376 shares 140,376 $13.3M 0.52% +94,461 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: 598,019 shares; 2024Q4: 393,587 shares; 2025Q1: 561,875 shares; 2025Q2: 85,951 shares; 2025Q3: 124,235 shares; 2025Q4: 94,867 shares; 2026Q1: 111,118 shares; 2026Q2: 136,665 shares 136,665 $12.5M 0.49% +25,547 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: 327,632 shares; 2024Q4: 323,682 shares; 2025Q1: 84,827 shares; 2025Q2: 68,152 shares; 2025Q3: 64,010 shares; 2025Q4: 60,147 shares; 2026Q1: 56,090 shares; 2026Q2: 55,269 shares 55,269 $12.1M 0.47% -821 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: 1,861 shares; 2024Q4: 2,404 shares; 2025Q1: 3,189 shares; 2025Q2: 3,927 shares; 2025Q3: 3,596 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares; 2026Q2: 17,990 shares 17,990 $11.8M 0.46% +14,317 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: 36,190 shares; 2024Q4: 36,536 shares; 2025Q1: 39,251 shares; 2025Q2: 39,688 shares; 2025Q3: 39,533 shares; 2025Q4: 39,561 shares; 2026Q1: 40,138 shares; 2026Q2: 40,060 shares 40,060 $11.6M 0.45% -78 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; 2024Q3: 192,766 shares; 2024Q4: 195,270 shares; 2025Q1: 208,879 shares; 2025Q2: 215,420 shares; 2025Q3: 221,452 shares; 2025Q4: 229,446 shares; 2026Q1: 181,197 shares; 2026Q2: 181,613 shares 181,613 $11.4M 0.45% +416 Timeline SUSL 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: 78,073 shares; 2026Q2: 80,901 shares 80,901 $10.7M 0.42% +2,828 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 3,730 shares; 2025Q1: 3,762 shares; 2025Q2: 3,471 shares; 2025Q3: 3,899 shares; 2025Q4: 3,912 shares; 2026Q1: 4,148 shares; 2026Q2: 34,972 shares 34,972 $10.6M 0.41% +30,824 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; 2024Q3: 1,000,024 shares; 2024Q4: 1,032,735 shares; 2025Q1: 993,830 shares; 2025Q2: 171,006 shares; 2025Q3: 107,136 shares; 2025Q4: 117,777 shares; 2026Q1: 129,564 shares; 2026Q2: 106,343 shares 106,343 $9.58M 0.37% -23,221 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,983 shares; 2026Q1: 28,524 shares; 2026Q2: 34,550 shares 34,550 $9.4M 0.37% +6,026 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: 14,402 shares; 2024Q4: 15,198 shares; 2025Q1: 15,350 shares; 2025Q2: 15,960 shares; 2025Q3: 15,704 shares; 2025Q4: 14,990 shares; 2026Q1: 14,835 shares; 2026Q2: 13,613 shares 13,613 $9.35M 0.36% -1,222 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,283 shares; 2024Q4: 18,429 shares; 2025Q1: 18,952 shares; 2025Q2: 21,448 shares; 2025Q3: 22,967 shares; 2025Q4: 20,290 shares; 2026Q1: 23,286 shares; 2026Q2: 25,767 shares 25,767 $9.21M 0.36% +2,481 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,266 shares; 2025Q3: 20,612 shares; 2025Q4: 46,576 shares; 2026Q1: 218,157 shares; 2026Q2: 179,978 shares 179,978 $9.15M 0.36% -38,179 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: 2,127,219 shares; 2024Q4: 2,121,828 shares; 2025Q1: 2,055,336 shares; 2025Q2: 2,052,229 shares; 2025Q3: 2,083,182 shares; 2025Q4: 2,147,447 shares; 2026Q1: 2,229,579 shares; 2026Q2: 357,850 shares 357,850 $9.13M 0.36% -1,871,729 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: 639,889 shares; 2024Q4: 644,283 shares; 2025Q1: 149,664 shares; 2025Q2: 155,563 shares; 2025Q3: 154,134 shares; 2025Q4: 151,435 shares; 2026Q1: 154,523 shares; 2026Q2: 173,342 shares 173,342 $8.98M 0.35% +18,819 Timeline SLYV 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: 350,758 shares; 2024Q4: 350,216 shares; 2025Q1: 77,054 shares; 2025Q2: 79,517 shares; 2025Q3: 74,675 shares; 2025Q4: 72,544 shares; 2026Q1: 71,596 shares; 2026Q2: 81,461 shares 81,461 $8.89M 0.35% +9,865 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,066 shares; 2025Q4: 9,472 shares; 2026Q1: not reported; 2026Q2: 21,667 shares 21,667 $8.54M 0.33% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,279 shares; 2024Q4: 8,332 shares; 2025Q1: 7,535 shares; 2025Q2: 181,894 shares; 2025Q3: 197,279 shares; 2025Q4: 153,055 shares; 2026Q1: 169,812 shares; 2026Q2: 78,078 shares 78,078 $8.36M 0.33% -91,734 Timeline SPYV 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: 132,714 shares; 2024Q4: 146,514 shares; 2025Q1: 151,525 shares; 2025Q2: 158,035 shares; 2025Q3: 119,692 shares; 2025Q4: 124,341 shares; 2026Q1: 137,135 shares; 2026Q2: 136,124 shares 136,124 $8.27M 0.32% -1,011 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,955 shares; 2024Q4: 23,499 shares; 2025Q1: 23,920 shares; 2025Q2: 24,494 shares; 2025Q3: 30,076 shares; 2025Q4: 44,152 shares; 2026Q1: 49,905 shares; 2026Q2: 53,572 shares 53,572 $8.23M 0.32% +3,667 Timeline FLJP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,205 shares; 2026Q2: 202,414 shares 202,414 $8.05M 0.31% +11,209 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: 22,546 shares; 2025Q1: 25,625 shares; 2025Q2: 34,337 shares; 2025Q3: 37,018 shares; 2025Q4: 38,308 shares; 2026Q1: 42,203 shares; 2026Q2: 44,122 shares 44,122 $7.5M 0.29% +1,919 Timeline IGV 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: 3,965 shares; 2025Q1: 3,655 shares; 2025Q2: 4,140 shares; 2025Q3: 4,240 shares; 2025Q4: 4,135 shares; 2026Q1: 24,358 shares; 2026Q2: 82,278 shares 82,278 $7.45M 0.29% +57,920 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: 4,363 shares; 2025Q1: 6,064 shares; 2025Q2: 6,346 shares; 2025Q3: 4,081 shares; 2025Q4: 6,976 shares; 2026Q1: 26,279 shares; 2026Q2: 63,464 shares 63,464 $7.4M 0.29% +37,185 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 1,283 shares; 2025Q1: 1,224 shares; 2025Q2: 4,187 shares; 2025Q3: 4,686 shares; 2025Q4: 5,002 shares; 2026Q1: 5,436 shares; 2026Q2: 5,952 shares 5,952 $7.14M 0.28% +516 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: 296,628 shares; 2024Q4: 304,253 shares; 2025Q1: 295,691 shares; 2025Q2: 154,041 shares; 2025Q3: 136,336 shares; 2025Q4: 132,319 shares; 2026Q1: 144,312 shares; 2026Q2: 121,830 shares 121,830 $7.03M 0.27% -22,482 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 10,945 shares; 2025Q1: 13,076 shares; 2025Q2: 14,186 shares; 2025Q3: 15,471 shares; 2025Q4: 16,407 shares; 2026Q1: 18,437 shares; 2026Q2: 18,492 shares 18,492 $6.99M 0.27% +55 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,727 shares; 2025Q3: 26,373 shares; 2025Q4: 27,746 shares; 2026Q1: 29,068 shares; 2026Q2: 20,682 shares 20,682 $6.92M 0.27% -8,386 Timeline PICK 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: 105,087 shares; 2026Q2: 118,144 shares 118,144 $6.87M 0.27% +13,057 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,455 shares; 2024Q4: 154,535 shares; 2025Q1: 149,004 shares; 2025Q2: 145,863 shares; 2025Q3: 140,359 shares; 2025Q4: 143,006 shares; 2026Q1: 145,520 shares; 2026Q2: 148,675 shares 148,675 $6.79M 0.26% +3,155 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,017 shares; 2024Q4: 17,507 shares; 2025Q1: 24,069 shares; 2025Q2: 23,882 shares; 2025Q3: 21,264 shares; 2025Q4: 21,507 shares; 2026Q1: 20,776 shares; 2026Q2: 11,075 shares 11,075 $6.43M 0.25% -9,701 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: 342,018 shares; 2024Q4: 348,454 shares; 2025Q1: 79,902 shares; 2025Q2: 78,282 shares; 2025Q3: 71,509 shares; 2025Q4: 68,750 shares; 2026Q1: 63,000 shares; 2026Q2: 62,150 shares 62,150 $6.4M 0.25% -850 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: 66,754 shares; 2024Q4: 65,993 shares; 2025Q1: 63,616 shares; 2025Q2: 57,876 shares; 2025Q3: 55,807 shares; 2025Q4: 54,757 shares; 2026Q1: 54,451 shares; 2026Q2: 52,671 shares 52,671 $6.19M 0.24% -1,780 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: 4,543 shares; 2024Q4: 15,824 shares; 2025Q1: 22,094 shares; 2025Q2: 21,600 shares; 2025Q3: 21,237 shares; 2025Q4: 20,996 shares; 2026Q1: 21,426 shares; 2026Q2: 23,338 shares 23,338 $5.87M 0.23% +1,912 Timeline SPTI 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: 479,981 shares; 2024Q4: 484,292 shares; 2025Q1: 280,247 shares; 2025Q2: 148,596 shares; 2025Q3: 161,157 shares; 2025Q4: 178,997 shares; 2026Q1: 181,144 shares; 2026Q2: 202,416 shares 202,416 $5.75M 0.22% +21,272 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,949 shares; 2024Q4: 215,463 shares; 2025Q1: 77,845 shares; 2025Q2: 55,591 shares; 2025Q3: 51,938 shares; 2025Q4: 50,487 shares; 2026Q1: 48,530 shares; 2026Q2: 48,757 shares 48,757 $5.73M 0.22% +227 Timeline BSCQ 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; 2024Q3: 237,500 shares; 2024Q4: 231,545 shares; 2025Q1: 243,375 shares; 2025Q2: 240,202 shares; 2025Q3: 237,766 shares; 2025Q4: 262,038 shares; 2026Q1: 276,773 shares; 2026Q2: 289,316 shares 289,316 $5.65M 0.22% +12,543 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,670 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,707 shares; 2026Q1: 66,248 shares; 2026Q2: 67,445 shares 67,445 $5.65M 0.22% +1,197 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,373 shares; 2024Q4: 20,452 shares; 2025Q1: 27,082 shares; 2025Q2: 27,991 shares; 2025Q3: 27,319 shares; 2025Q4: 25,014 shares; 2026Q1: 25,515 shares; 2026Q2: 26,895 shares 26,895 $5.62M 0.22% +1,380 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: 210,573 shares; 2024Q4: 211,845 shares; 2025Q1: 89,114 shares; 2025Q2: 83,252 shares; 2025Q3: 95,300 shares; 2025Q4: 102,750 shares; 2026Q1: 106,464 shares; 2026Q2: 111,040 shares 111,040 $5.6M 0.22% +4,576 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 31,126 shares 31,126 $5.49M 0.21% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 6,145 shares; 2025Q1: 6,421 shares; 2025Q2: 7,412 shares; 2025Q3: 8,122 shares; 2025Q4: 6,032 shares; 2026Q1: 7,154 shares; 2026Q2: 10,625 shares 10,625 $5.47M 0.21% +3,471 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: 6,535 shares; 2024Q4: 6,110 shares; 2025Q1: 5,956 shares; 2025Q2: 5,660 shares; 2025Q3: 5,431 shares; 2025Q4: 4,929 shares; 2026Q1: 5,116 shares; 2026Q2: 5,377 shares 5,377 $5.44M 0.21% +261 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: 10,106 shares; 2024Q4: 8,752 shares; 2025Q1: 8,275 shares; 2025Q2: 8,849 shares; 2025Q3: 8,739 shares; 2025Q4: 7,348 shares; 2026Q1: 7,290 shares; 2026Q2: 7,496 shares 7,496 $5.35M 0.21% +206 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 3,528 shares; 2025Q1: 3,592 shares; 2025Q2: 3,975 shares; 2025Q3: 4,398 shares; 2025Q4: 4,214 shares; 2026Q1: 4,503 shares; 2026Q2: 3,781 shares 3,781 $5.23M 0.2% -722 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; 2024Q3: 41,072 shares; 2024Q4: 37,307 shares; 2025Q1: 33,247 shares; 2025Q2: 27,547 shares; 2025Q3: 27,499 shares; 2025Q4: 29,703 shares; 2026Q1: 31,249 shares; 2026Q2: 41,026 shares 41,026 $5.18M 0.2% +9,777 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; 2024Q3: 12,037 shares; 2024Q4: 10,169 shares; 2025Q1: 10,627 shares; 2025Q2: 44,531 shares; 2025Q3: 43,258 shares; 2025Q4: 44,235 shares; 2026Q1: 41,081 shares; 2026Q2: 40,029 shares 40,029 $5.14M 0.2% -1,052 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; 2024Q3: 857 shares; 2024Q4: 811 shares; 2025Q1: 695 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 810 shares; 2026Q1: 1,221 shares; 2026Q2: 12,033 shares 12,033 $5M 0.2% +10,812 Timeline BSCS 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; 2024Q3: not reported; 2024Q4: 215,354 shares; 2025Q1: 223,260 shares; 2025Q2: 213,810 shares; 2025Q3: 211,368 shares; 2025Q4: 220,193 shares; 2026Q1: 232,673 shares; 2026Q2: 242,601 shares 242,601 $4.94M 0.19% +9,928 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: 4,409 shares; 2024Q4: 5,012 shares; 2025Q1: 5,250 shares; 2025Q2: 5,924 shares; 2025Q3: 6,460 shares; 2025Q4: 7,847 shares; 2026Q1: 8,354 shares; 2026Q2: 8,703 shares 8,703 $4.9M 0.19% +349 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; 2024Q3: 53,339 shares; 2024Q4: 54,832 shares; 2025Q1: 56,294 shares; 2025Q2: 11,204 shares; 2025Q3: 12,287 shares; 2025Q4: 56,189 shares; 2026Q1: 57,713 shares; 2026Q2: 59,968 shares 59,968 $4.87M 0.19% +2,255 Timeline BSCR 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; 2024Q3: 227,814 shares; 2024Q4: 223,059 shares; 2025Q1: 231,657 shares; 2025Q2: 222,479 shares; 2025Q3: 218,725 shares; 2025Q4: 227,698 shares; 2026Q1: 236,290 shares; 2026Q2: 246,626 shares 246,626 $4.84M 0.19% +10,336 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X 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: 257,789 shares; 2026Q1: not reported; 2026Q2: 110,012 shares 110,012 $4.81M 0.19% new Timeline DDWM 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: 8,809 shares; 2025Q4: 37,292 shares; 2026Q1: 62,340 shares; 2026Q2: 100,250 shares 100,250 $4.63M 0.18% +37,910 Timeline BSCT 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,315 shares; 2026Q1: 246,956 shares; 2026Q2: 248,221 shares 248,221 $4.61M 0.18% +1,265 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: 5,485 shares; 2024Q4: 5,395 shares; 2025Q1: 5,438 shares; 2025Q2: 30,681 shares; 2025Q3: 33,045 shares; 2025Q4: 34,614 shares; 2026Q1: 35,297 shares; 2026Q2: 36,364 shares 36,364 $4.6M 0.18% +1,067 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,676 shares; 2024Q4: 31,828 shares; 2025Q1: 30,808 shares; 2025Q2: 29,573 shares; 2025Q3: 27,999 shares; 2025Q4: 26,515 shares; 2026Q1: 26,630 shares; 2026Q2: 26,688 shares 26,688 $4.53M 0.18% +58 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; 2024Q3: 45,933 shares; 2024Q4: 40,005 shares; 2025Q1: 36,258 shares; 2025Q2: 35,699 shares; 2025Q3: 33,551 shares; 2025Q4: 29,544 shares; 2026Q1: 29,708 shares; 2026Q2: 30,454 shares 30,454 $4.4M 0.17% +746 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,857 shares 23,857 $4.25M 0.17% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,745 shares; 2024Q4: 7,851 shares; 2025Q1: 7,268 shares; 2025Q2: 209,353 shares; 2025Q3: 120,744 shares; 2025Q4: 174,128 shares; 2026Q1: 216,901 shares; 2026Q2: 26,645 shares 26,645 $4.23M 0.16% -190,256 Timeline BFOR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,420 shares; 2025Q3: 35,438 shares; 2025Q4: 35,590 shares; 2026Q1: 36,091 shares; 2026Q2: 43,999 shares 43,999 $4.21M 0.16% +7,908 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855,867 shares; 2024Q4: 899,650 shares; 2025Q1: 916,944 shares; 2025Q2: 190,000 shares; 2025Q3: 152,720 shares; 2025Q4: 141,946 shares; 2026Q1: 234,103 shares; 2026Q2: 186,075 shares 186,075 $4.21M 0.16% -48,028 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,848 shares; 2024Q4: 186,046 shares; 2025Q1: 35,859 shares; 2025Q2: 28,917 shares; 2025Q3: 26,243 shares; 2025Q4: 24,393 shares; 2026Q1: 21,779 shares; 2026Q2: 20,761 shares 20,761 $4.15M 0.16% -1,018 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: 10,768 shares; 2024Q4: 10,815 shares; 2025Q1: 10,855 shares; 2025Q2: 10,281 shares; 2025Q3: 6,566 shares; 2025Q4: 5,586 shares; 2026Q1: 4,919 shares; 2026Q2: 34,666 shares 34,666 $4.14M 0.16% +29,747 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: not reported; 2024Q4: 35,219 shares; 2025Q1: 51,847 shares; 2025Q2: 40,328 shares; 2025Q3: 39,434 shares; 2025Q4: 46,344 shares; 2026Q1: 45,929 shares; 2026Q2: 45,268 shares 45,268 $4.13M 0.16% -661 Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 33,904 shares 33,904 $4.11M 0.16% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,912 shares; 2025Q3: 12,755 shares; 2025Q4: 13,219 shares; 2026Q1: 13,831 shares; 2026Q2: 15,107 shares 15,107 $4.11M 0.16% +1,276 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: 15,884 shares; 2024Q4: 16,845 shares; 2025Q1: 17,827 shares; 2025Q2: 17,879 shares; 2025Q3: 45,677 shares; 2025Q4: 39,279 shares; 2026Q1: 18,763 shares; 2026Q2: 54,849 shares 54,849 $4.11M 0.16% +36,086 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: 22,766 shares; 2024Q4: 24,755 shares; 2025Q1: 56,568 shares; 2025Q2: 68,351 shares; 2025Q3: 82,406 shares; 2025Q4: 93,209 shares; 2026Q1: 101,351 shares; 2026Q2: 112,373 shares 112,373 $4.1M 0.16% +11,022 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,988 shares; 2025Q1: 47,212 shares; 2025Q2: 47,920 shares; 2025Q3: 47,118 shares; 2025Q4: 47,839 shares; 2026Q1: 47,085 shares; 2026Q2: 47,210 shares 47,210 $4.08M 0.16% +125 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,974 shares 25,974 $4.08M 0.16% new 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: 285,234 shares; 2024Q4: 281,808 shares; 2025Q1: 55,054 shares; 2025Q2: 44,802 shares; 2025Q3: 42,199 shares; 2025Q4: 40,382 shares; 2026Q1: 37,433 shares; 2026Q2: 42,197 shares 42,197 $4.07M 0.16% +4,764 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,716 shares; 2024Q4: 11,036 shares; 2025Q1: 11,507 shares; 2025Q2: 11,587 shares; 2025Q3: 11,227 shares; 2025Q4: 10,612 shares; 2026Q1: 10,740 shares; 2026Q2: 11,130 shares 11,130 $3.94M 0.15% +390 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,071 shares; 2024Q4: 21,674 shares; 2025Q1: 21,772 shares; 2025Q2: 20,369 shares; 2025Q3: 19,413 shares; 2025Q4: 19,223 shares; 2026Q1: 19,564 shares; 2026Q2: 21,165 shares 21,165 $3.92M 0.15% +1,601 Timeline QGRO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,855 shares; 2026Q2: 33,184 shares 33,184 $3.92M 0.15% +13,329 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,306 shares; 2024Q4: 9,202 shares; 2025Q1: 9,463 shares; 2025Q2: 9,703 shares; 2025Q3: 11,180 shares; 2025Q4: 16,914 shares; 2026Q1: 18,454 shares; 2026Q2: 21,653 shares 21,653 $3.84M 0.15% +3,199 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,779 shares; 2025Q3: 28,961 shares; 2025Q4: 21,239 shares; 2026Q1: 20,097 shares; 2026Q2: 19,963 shares 19,963 $3.76M 0.15% -134 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,834 shares; 2025Q1: 2,770 shares; 2025Q2: 2,685 shares; 2025Q3: 3,142 shares; 2025Q4: 44,787 shares; 2026Q1: 48,995 shares; 2026Q2: 52,063 shares 52,063 $3.72M 0.14% +3,068 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: 151,208 shares; 2024Q4: 151,326 shares; 2025Q1: 36,688 shares; 2025Q2: 40,973 shares; 2025Q3: 38,338 shares; 2025Q4: 37,114 shares; 2026Q1: 36,260 shares; 2026Q2: 36,238 shares 36,238 $3.7M 0.14% -22 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: not reported; 2025Q3: 13,145 shares; 2025Q4: 37,675 shares; 2026Q1: 64,927 shares; 2026Q2: 81,813 shares 81,813 $3.68M 0.14% +16,886 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: 3,046 shares; 2024Q4: 3,258 shares; 2025Q1: 3,484 shares; 2025Q2: 27,164 shares; 2025Q3: 26,475 shares; 2025Q4: 26,283 shares; 2026Q1: 25,969 shares; 2026Q2: 26,438 shares 26,438 $3.58M 0.14% +469 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: 4,760 shares; 2024Q4: 26,586 shares; 2025Q1: 22,859 shares; 2025Q2: 4,759 shares; 2025Q3: 4,845 shares; 2025Q4: 5,170 shares; 2026Q1: 4,993 shares; 2026Q2: 4,785 shares 4,785 $3.57M 0.14% -208 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 2,052 shares; 2025Q2: 14,299 shares; 2025Q3: 14,638 shares; 2025Q4: 14,546 shares; 2026Q1: 14,914 shares; 2026Q2: 14,717 shares 14,717 $3.57M 0.14% -197 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,326 shares; 2024Q4: 6,506 shares; 2025Q1: 25,017 shares; 2025Q2: 27,816 shares; 2025Q3: 43,770 shares; 2025Q4: 42,044 shares; 2026Q1: 35,742 shares; 2026Q2: 32,110 shares 32,110 $3.54M 0.14% -3,632 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,623 shares; 2025Q1: 20,384 shares; 2025Q2: 20,314 shares; 2025Q3: 19,889 shares; 2025Q4: 25,540 shares; 2026Q1: 30,135 shares; 2026Q2: 35,984 shares 35,984 $3.54M 0.14% +5,849 Timeline MET METLIFE INC More: the full row for METLIFE 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: 38,434 shares; 2026Q1: 39,557 shares; 2026Q2: 41,705 shares 41,705 $3.53M 0.14% +2,148 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 5,406 shares; 2025Q4: 6,621 shares; 2026Q1: 7,592 shares; 2026Q2: 8,873 shares 8,873 $3.53M 0.14% +1,281 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,777 shares; 2024Q4: 5,025 shares; 2025Q1: 5,016 shares; 2025Q2: 6,868 shares; 2025Q3: 7,558 shares; 2025Q4: 10,267 shares; 2026Q1: 17,416 shares; 2026Q2: 28,736 shares 28,736 $3.42M 0.13% +11,320 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,025 shares; 2025Q4: 60,474 shares; 2026Q1: 59,408 shares; 2026Q2: 59,470 shares 59,470 $3.4M 0.13% +62 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,971 shares; 2025Q3: 24,165 shares; 2025Q4: 29,060 shares; 2026Q1: 28,744 shares; 2026Q2: 29,110 shares 29,110 $3.4M 0.13% +366 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 37,737 shares; 2026Q1: 38,409 shares; 2026Q2: 40,411 shares 40,411 $3.28M 0.13% +2,002 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,564 shares; 2024Q4: 61,816 shares; 2025Q1: 57,791 shares; 2025Q2: 58,638 shares; 2025Q3: 59,904 shares; 2025Q4: 63,182 shares; 2026Q1: 68,527 shares; 2026Q2: 69,057 shares 69,057 $3.27M 0.13% +530 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,082 shares; 2024Q4: 6,822 shares; 2025Q1: 6,780 shares; 2025Q2: 6,982 shares; 2025Q3: 7,052 shares; 2025Q4: 37,731 shares; 2026Q1: 38,479 shares; 2026Q2: 41,322 shares 41,322 $3.23M 0.13% +2,843 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,336 shares; 2024Q4: 4,918 shares; 2025Q1: 5,110 shares; 2025Q2: 6,090 shares; 2025Q3: 6,882 shares; 2025Q4: 10,426 shares; 2026Q1: 12,453 shares; 2026Q2: 15,735 shares 15,735 $3.23M 0.13% +3,282 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; 2024Q3: 5,909 shares; 2024Q4: 6,295 shares; 2025Q1: 6,564 shares; 2025Q2: 6,220 shares; 2025Q3: 6,051 shares; 2025Q4: 6,342 shares; 2026Q1: 6,094 shares; 2026Q2: 6,245 shares 6,245 $3.18M 0.12% +151 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 80,502 shares; 2026Q1: 81,052 shares; 2026Q2: 82,885 shares 82,885 $3.18M 0.12% +1,833 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 69,974 shares 69,974 $3.14M 0.12% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,665 shares; 2024Q4: 104,215 shares; 2025Q1: 125,175 shares; 2025Q2: 131,386 shares; 2025Q3: 170,263 shares; 2025Q4: 215,903 shares; 2026Q1: 240,204 shares; 2026Q2: 122,516 shares 122,516 $3.12M 0.12% -117,688 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652,295 shares; 2024Q4: 655,784 shares; 2025Q1: 127,550 shares; 2025Q2: 99,804 shares; 2025Q3: 87,382 shares; 2025Q4: 82,580 shares; 2026Q1: 74,857 shares; 2026Q2: 74,625 shares 74,625 $3.02M 0.12% -232 Timeline USVM 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: 215,667 shares; 2024Q4: 213,186 shares; 2025Q1: 42,026 shares; 2025Q2: 34,322 shares; 2025Q3: 31,417 shares; 2025Q4: 29,766 shares; 2026Q1: 26,929 shares; 2026Q2: 26,523 shares 26,523 $2.91M 0.11% -406 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 16,099 shares; 2026Q1: 18,055 shares; 2026Q2: 25,363 shares 25,363 $2.9M 0.11% +7,308 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,770 shares; 2024Q4: 28,779 shares; 2025Q1: 30,148 shares; 2025Q2: 30,901 shares; 2025Q3: 29,693 shares; 2025Q4: 31,799 shares; 2026Q1: 31,567 shares; 2026Q2: 26,528 shares 26,528 $2.76M 0.11% -5,039 Timeline SPIB 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: 69,794 shares; 2024Q4: 72,299 shares; 2025Q1: 84,816 shares; 2025Q2: 93,939 shares; 2025Q3: 100,530 shares; 2025Q4: 112,681 shares; 2026Q1: 73,507 shares; 2026Q2: 82,411 shares 82,411 $2.76M 0.11% +8,904 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: 245,658 shares; 2024Q4: 244,858 shares; 2025Q1: 48,405 shares; 2025Q2: 38,245 shares; 2025Q3: 33,320 shares; 2025Q4: 31,225 shares; 2026Q1: 28,258 shares; 2026Q2: 27,328 shares 27,328 $2.64M 0.1% -930 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: 3,914 shares; 2024Q4: 4,409 shares; 2025Q1: 4,369 shares; 2025Q2: 4,339 shares; 2025Q3: 4,459 shares; 2025Q4: 4,569 shares; 2026Q1: 4,692 shares; 2026Q2: 29,710 shares 29,710 $2.56M 0.1% +25,018 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,923 shares; 2024Q4: 175,351 shares; 2025Q1: 164,560 shares; 2025Q2: 22,616 shares; 2025Q3: 11,771 shares; 2025Q4: 10,080 shares; 2026Q1: 10,121 shares; 2026Q2: 11,695 shares 11,695 $2.49M 0.1% +1,574 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: 6,103 shares; 2024Q4: 6,387 shares; 2025Q1: 6,660 shares; 2025Q2: 6,906 shares; 2025Q3: 7,069 shares; 2025Q4: 5,770 shares; 2026Q1: 5,078 shares; 2026Q2: 19,673 shares 19,673 $2.44M 0.1% +14,595 Timeline CROX CROCS INC More: the full row for CROCS 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: 3,885 shares; 2025Q4: 6,335 shares; 2026Q1: not reported; 2026Q2: 19,781 shares 19,781 $2.39M 0.09% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND 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: 776 shares; 2026Q1: 1,453 shares; 2026Q2: 19,084 shares 19,084 $2.37M 0.09% +17,631 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,010 shares; 2024Q4: 19,765 shares; 2025Q1: 19,814 shares; 2025Q2: 19,654 shares; 2025Q3: 19,592 shares; 2025Q4: 20,611 shares; 2026Q1: 23,269 shares; 2026Q2: 23,395 shares 23,395 $2.32M 0.09% +126 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: 7,564 shares; 2024Q4: 7,711 shares; 2025Q1: 7,424 shares; 2025Q2: 7,157 shares; 2025Q3: 7,186 shares; 2025Q4: 7,122 shares; 2026Q1: 7,549 shares; 2026Q2: 7,052 shares 7,052 $2.31M 0.09% -497 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; 2024Q3: 11,637 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,849 shares; 2025Q3: 12,069 shares; 2025Q4: 11,180 shares; 2026Q1: 11,600 shares; 2026Q2: 14,581 shares 14,581 $2.3M 0.09% +2,981 Timeline JPME 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: 144,994 shares; 2024Q4: 143,328 shares; 2025Q1: 27,990 shares; 2025Q2: 22,674 shares; 2025Q3: 20,795 shares; 2025Q4: 19,841 shares; 2026Q1: 18,022 shares; 2026Q2: 17,932 shares 17,932 $2.23M 0.09% -90 Timeline BEDY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,531 shares; 2026Q2: 74,277 shares 74,277 $2.15M 0.08% +40,746 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 11,721 shares; 2025Q4: 12,346 shares; 2026Q1: 13,260 shares; 2026Q2: 12,833 shares 12,833 $2.01M 0.08% -427 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,196 shares; 2024Q4: 17,044 shares; 2025Q1: 16,444 shares; 2025Q2: 16,501 shares; 2025Q3: 21,980 shares; 2025Q4: 21,803 shares; 2026Q1: 22,699 shares; 2026Q2: 21,036 shares 21,036 $1.99M 0.08% -1,663 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,396 shares; 2024Q4: 329,022 shares; 2025Q1: 64,621 shares; 2025Q2: 51,401 shares; 2025Q3: 45,888 shares; 2025Q4: 43,210 shares; 2026Q1: 39,833 shares; 2026Q2: 39,653 shares 39,653 $1.96M 0.08% -180 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: 4,057 shares; 2024Q4: 4,288 shares; 2025Q1: 5,101 shares; 2025Q2: 4,984 shares; 2025Q3: 5,017 shares; 2025Q4: 5,027 shares; 2026Q1: 5,047 shares; 2026Q2: 4,554 shares 4,554 $1.92M 0.07% -493 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: 124,791 shares; 2024Q4: 126,811 shares; 2025Q1: 28,166 shares; 2025Q2: 22,205 shares; 2025Q3: 21,485 shares; 2025Q4: 21,475 shares; 2026Q1: 22,070 shares; 2026Q2: 20,825 shares 20,825 $1.89M 0.07% -1,245 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869,818 shares; 2024Q4: 921,006 shares; 2025Q1: 942,193 shares; 2025Q2: 112,699 shares; 2025Q3: 67,429 shares; 2025Q4: 79,996 shares; 2026Q1: 42,070 shares; 2026Q2: 43,232 shares 43,232 $1.88M 0.07% +1,162 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI 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: 167,599 shares; 2026Q2: 168,900 shares 168,900 $1.86M 0.07% +1,301 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,453 shares; 2024Q4: 396,050 shares; 2025Q1: 59,663 shares; 2025Q2: 48,283 shares; 2025Q3: 40,869 shares; 2025Q4: 39,048 shares; 2026Q1: 37,327 shares; 2026Q2: 38,216 shares 38,216 $1.85M 0.07% +889 Timeline ANGL 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: 597,154 shares; 2024Q4: 598,568 shares; 2025Q1: 101,135 shares; 2025Q2: 81,051 shares; 2025Q3: 69,192 shares; 2025Q4: 65,065 shares; 2026Q1: 62,300 shares; 2026Q2: 63,246 shares 63,246 $1.85M 0.07% +946 Timeline PJP 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: 16,655 shares; 2025Q3: 16,091 shares; 2025Q4: 15,976 shares; 2026Q1: 15,981 shares; 2026Q2: 15,476 shares 15,476 $1.83M 0.07% -505 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; 2024Q3: 10,298 shares; 2024Q4: 9,714 shares; 2025Q1: 10,476 shares; 2025Q2: 10,181 shares; 2025Q3: 9,429 shares; 2025Q4: 9,807 shares; 2026Q1: 11,602 shares; 2026Q2: 14,268 shares 14,268 $1.82M 0.07% +2,666 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,849 shares; 2024Q4: 7,875 shares; 2025Q1: 7,820 shares; 2025Q2: 7,711 shares; 2025Q3: 7,821 shares; 2025Q4: 8,023 shares; 2026Q1: 8,160 shares; 2026Q2: 7,990 shares 7,990 $1.81M 0.07% -170 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,281 shares; 2024Q4: 47,372 shares; 2025Q1: 15,509 shares; 2025Q2: 16,553 shares; 2025Q3: 16,617 shares; 2025Q4: 15,869 shares; 2026Q1: 17,139 shares; 2026Q2: 17,232 shares 17,232 $1.77M 0.07% +93 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,479 shares; 2024Q4: 10,893 shares; 2025Q1: 10,058 shares; 2025Q2: 10,058 shares; 2025Q3: 9,630 shares; 2025Q4: 9,626 shares; 2026Q1: 9,507 shares; 2026Q2: 9,259 shares 9,259 $1.74M 0.07% -248 Timeline XJH 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: 27,234 shares; 2025Q2: 27,676 shares; 2025Q3: 27,589 shares; 2025Q4: 26,401 shares; 2026Q1: 28,728 shares; 2026Q2: 30,195 shares 30,195 $1.57M 0.06% +1,467 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; 2024Q3: 2,910 shares; 2024Q4: 2,920 shares; 2025Q1: 3,590 shares; 2025Q2: 3,217 shares; 2025Q3: 3,701 shares; 2025Q4: 4,245 shares; 2026Q1: 4,496 shares; 2026Q2: 4,391 shares 4,391 $1.55M 0.06% -105 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: 30,278 shares; 2024Q4: 31,185 shares; 2025Q1: 34,299 shares; 2025Q2: 14,664 shares; 2025Q3: 10,675 shares; 2025Q4: 10,833 shares; 2026Q1: 11,339 shares; 2026Q2: 11,061 shares 11,061 $1.51M 0.06% -278 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; 2024Q3: 3,333 shares; 2024Q4: 3,341 shares; 2025Q1: 3,162 shares; 2025Q2: 3,136 shares; 2025Q3: 3,958 shares; 2025Q4: 6,621 shares; 2026Q1: 7,429 shares; 2026Q2: 6,115 shares 6,115 $1.49M 0.06% -1,314 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,881 shares; 2024Q4: 17,167 shares; 2025Q1: 17,179 shares; 2025Q2: 14,729 shares; 2025Q3: 13,835 shares; 2025Q4: 12,965 shares; 2026Q1: 13,850 shares; 2026Q2: 14,993 shares 14,993 $1.45M 0.06% +1,143 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: 54,628 shares; 2024Q4: 48,285 shares; 2025Q1: 45,954 shares; 2025Q2: 39,598 shares; 2025Q3: 36,959 shares; 2025Q4: 35,598 shares; 2026Q1: 35,350 shares; 2026Q2: 34,933 shares 34,933 $1.42M 0.06% -417 Timeline IGM 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: 98,124 shares; 2025Q4: 50,082 shares; 2026Q1: 49,069 shares; 2026Q2: 8,615 shares 8,615 $1.41M 0.05% -40,454 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: 4,284 shares; 2024Q4: 4,631 shares; 2025Q1: 4,597 shares; 2025Q2: 3,733 shares; 2025Q3: 3,357 shares; 2025Q4: 3,643 shares; 2026Q1: 3,783 shares; 2026Q2: 3,942 shares 3,942 $1.39M 0.05% +159 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,416 shares; 2024Q4: 48,289 shares; 2025Q1: 22,463 shares; 2025Q2: 22,810 shares; 2025Q3: 22,709 shares; 2025Q4: 21,903 shares; 2026Q1: 23,659 shares; 2026Q2: 24,557 shares 24,557 $1.37M 0.05% +898 Timeline MDYG 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: 12,607 shares; 2024Q4: 12,609 shares; 2025Q1: 12,544 shares; 2025Q2: 12,486 shares; 2025Q3: 13,079 shares; 2025Q4: 13,110 shares; 2026Q1: 12,262 shares; 2026Q2: 12,229 shares 12,229 $1.37M 0.05% -33 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,499 shares; 2024Q4: 23,265 shares; 2025Q1: 25,192 shares; 2025Q2: 25,625 shares; 2025Q3: 25,319 shares; 2025Q4: 25,115 shares; 2026Q1: 25,598 shares; 2026Q2: 25,047 shares 25,047 $1.37M 0.05% -551 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: 80,906 shares; 2024Q4: 79,541 shares; 2025Q1: 82,213 shares; 2025Q2: 32,701 shares; 2025Q3: 31,760 shares; 2025Q4: 29,283 shares; 2026Q1: 28,727 shares; 2026Q2: 21,838 shares 21,838 $1.36M 0.05% -6,889 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 3,701 shares; 2025Q4: 5,351 shares; 2026Q1: 6,600 shares; 2026Q2: 2,750 shares 2,750 $1.33M 0.05% -3,850 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,419 shares; 2024Q4: 5,285 shares; 2025Q1: 7,495 shares; 2025Q2: 9,745 shares; 2025Q3: 9,583 shares; 2025Q4: 10,339 shares; 2026Q1: 13,062 shares; 2026Q2: 12,385 shares 12,385 $1.32M 0.05% -677 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X 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: 34,272 shares 34,272 $1.3M 0.05% new 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: 5,144 shares; 2024Q4: 4,989 shares; 2025Q1: 5,252 shares; 2025Q2: 5,624 shares; 2025Q3: 5,705 shares; 2025Q4: 5,346 shares; 2026Q1: 5,105 shares; 2026Q2: 5,109 shares 5,109 $1.3M 0.05% +4 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; 2024Q3: 241,672 shares; 2024Q4: 240,632 shares; 2025Q1: 35,439 shares; 2025Q2: 17,717 shares; 2025Q3: 18,482 shares; 2025Q4: 18,671 shares; 2026Q1: 21,844 shares; 2026Q2: 21,406 shares 21,406 $1.28M 0.05% -438 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,912 shares; 2024Q4: 10,478 shares; 2025Q1: 11,744 shares; 2025Q2: 15,944 shares; 2025Q3: 15,393 shares; 2025Q4: 15,728 shares; 2026Q1: 15,005 shares; 2026Q2: 15,273 shares 15,273 $1.27M 0.05% +268 Timeline VSMV 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: 54,724 shares; 2024Q4: 48,441 shares; 2025Q1: 43,529 shares; 2025Q2: 29,853 shares; 2025Q3: 27,212 shares; 2025Q4: 23,454 shares; 2026Q1: 23,176 shares; 2026Q2: 21,065 shares 21,065 $1.26M 0.05% -2,111 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 5,825 shares; 2025Q4: 23,342 shares; 2026Q1: 24,000 shares; 2026Q2: 24,312 shares 24,312 $1.23M 0.05% +312 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,044 shares; 2024Q4: 36,476 shares; 2025Q1: 42,331 shares; 2025Q2: 42,861 shares; 2025Q3: 43,986 shares; 2025Q4: 46,300 shares; 2026Q1: 49,799 shares; 2026Q2: 50,520 shares 50,520 $1.17M 0.05% +721 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,931 shares; 2024Q4: 22,030 shares; 2025Q1: 22,118 shares; 2025Q2: 22,210 shares; 2025Q3: 21,307 shares; 2025Q4: 21,072 shares; 2026Q1: 20,822 shares; 2026Q2: 20,683 shares 20,683 $1.17M 0.05% -139 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,062 shares; 2024Q4: 12,631 shares; 2025Q1: 13,241 shares; 2025Q2: 13,614 shares; 2025Q3: 14,094 shares; 2025Q4: 14,094 shares; 2026Q1: 14,180 shares; 2026Q2: 14,312 shares 14,312 $1.14M 0.04% +132 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; 2024Q3: 8,258 shares; 2024Q4: 8,351 shares; 2025Q1: 7,336 shares; 2025Q2: 12,205 shares; 2025Q3: 12,760 shares; 2025Q4: 13,334 shares; 2026Q1: 14,518 shares; 2026Q2: 19,684 shares 19,684 $1.12M 0.04% +5,166 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: 94,002 shares; 2024Q4: 105,348 shares; 2025Q1: 56,972 shares; 2025Q2: 58,706 shares; 2025Q3: 59,647 shares; 2025Q4: 44,619 shares; 2026Q1: 39,486 shares; 2026Q2: 39,966 shares 39,966 $1.09M 0.04% +480 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: 1,682 shares; 2024Q4: 1,673 shares; 2025Q1: 1,671 shares; 2025Q2: 1,692 shares; 2025Q3: 1,691 shares; 2025Q4: 1,675 shares; 2026Q1: 1,674 shares; 2026Q2: 1,714 shares 1,714 $1.09M 0.04% +40 Timeline SPSB 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: 556,615 shares; 2024Q4: 578,457 shares; 2025Q1: 593,033 shares; 2025Q2: 100,507 shares; 2025Q3: 68,157 shares; 2025Q4: 72,859 shares; 2026Q1: 36,230 shares; 2026Q2: 36,043 shares 36,043 $1.08M 0.04% -187 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,235 shares; 2025Q1: 3,155 shares; 2025Q2: 3,117 shares; 2025Q3: 3,110 shares; 2025Q4: 3,207 shares; 2026Q1: 3,552 shares; 2026Q2: 3,130 shares 3,130 $1.07M 0.04% -422 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; 2024Q3: 1,522 shares; 2024Q4: 1,555 shares; 2025Q1: 1,213 shares; 2025Q2: 1,343 shares; 2025Q3: 1,288 shares; 2025Q4: 1,895 shares; 2026Q1: 1,946 shares; 2026Q2: 2,893 shares 2,893 $1.06M 0.04% +947 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: 174,109 shares; 2024Q4: 180,104 shares; 2025Q1: 141,530 shares; 2025Q2: 40,159 shares; 2025Q3: 16,286 shares; 2025Q4: 15,771 shares; 2026Q1: 16,046 shares; 2026Q2: 15,608 shares 15,608 $1.05M 0.04% -438 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: 766 shares; 2024Q4: 787 shares; 2025Q1: 1,057 shares; 2025Q2: 1,130 shares; 2025Q3: 1,123 shares; 2025Q4: 1,094 shares; 2026Q1: 1,137 shares; 2026Q2: 1,121 shares 1,121 $1.05M 0.04% -16 Timeline SPMB 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: 45,830 shares; 2024Q4: 45,908 shares; 2025Q1: 47,176 shares; 2025Q2: 54,059 shares; 2025Q3: 67,623 shares; 2025Q4: 78,814 shares; 2026Q1: 40,101 shares; 2026Q2: 45,696 shares 45,696 $1.02M 0.04% +5,595 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,468 shares; 2024Q4: 15,882 shares; 2025Q1: 15,882 shares; 2025Q2: 16,490 shares; 2025Q3: 16,738 shares; 2025Q4: 16,321 shares; 2026Q1: 15,766 shares; 2026Q2: 20,524 shares 20,524 $1.02M 0.04% +4,758 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 592 shares; 2025Q2: 584 shares; 2025Q3: 954 shares; 2025Q4: 1,095 shares; 2026Q1: 1,448 shares; 2026Q2: 1,332 shares 1,332 $1.02M 0.04% -116 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; 2024Q3: 2,526 shares; 2024Q4: 2,544 shares; 2025Q1: 6,587 shares; 2025Q2: 5,597 shares; 2025Q3: 5,666 shares; 2025Q4: 6,390 shares; 2026Q1: 5,659 shares; 2026Q2: 5,590 shares 5,590 $1.01M 0.04% -69 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 10,152 shares; 2026Q2: 6,852 shares 6,852 $1M 0.04% -3,300 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: 20,569 shares; 2024Q4: 20,536 shares; 2025Q1: 20,432 shares; 2025Q2: 20,127 shares; 2025Q3: 3,425 shares; 2025Q4: 3,993 shares; 2026Q1: 3,966 shares; 2026Q2: 4,056 shares 4,056 $960K 0.04% +90 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,419 shares; 2024Q4: 7,918 shares; 2025Q1: 7,547 shares; 2025Q2: 7,468 shares; 2025Q3: 6,974 shares; 2025Q4: 19,786 shares; 2026Q1: 9,145 shares; 2026Q2: 9,234 shares 9,234 $959K 0.04% +89 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,102 shares; 2024Q4: 20,326 shares; 2025Q1: 20,452 shares; 2025Q2: 20,353 shares; 2025Q3: 38,329 shares; 2025Q4: 37,232 shares; 2026Q1: 50,716 shares; 2026Q2: 52,025 shares 52,025 $959K 0.04% +1,309 Timeline YEAR 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: 30,276 shares; 2024Q4: 33,674 shares; 2025Q1: 29,266 shares; 2025Q2: 21,176 shares; 2025Q3: 21,198 shares; 2025Q4: 18,934 shares; 2026Q1: 18,389 shares; 2026Q2: 18,307 shares 18,307 $922K 0.04% -82 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: 13,782 shares; 2024Q4: 12,401 shares; 2025Q1: 21,026 shares; 2025Q2: 24,044 shares; 2025Q3: 23,660 shares; 2025Q4: 25,246 shares; 2026Q1: 31,412 shares; 2026Q2: 29,787 shares 29,787 $912K 0.04% -1,625 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,790 shares; 2024Q4: 22,540 shares; 2025Q1: 24,365 shares; 2025Q2: 22,615 shares; 2025Q3: 22,515 shares; 2025Q4: 22,605 shares; 2026Q1: 22,455 shares; 2026Q2: 18,020 shares 18,020 $899K 0.04% -4,435 Timeline IJT 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: 4,994 shares 4,994 $892K 0.03% 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: 1,788 shares; 2025Q3: 1,903 shares; 2025Q4: 1,677 shares; 2026Q1: 1,479 shares; 2026Q2: 758 shares 758 $875K 0.03% -721 Timeline PBTP 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: 170,290 shares; 2024Q4: 171,507 shares; 2025Q1: 39,520 shares; 2025Q2: 30,796 shares; 2025Q3: 30,200 shares; 2025Q4: 30,446 shares; 2026Q1: 33,504 shares; 2026Q2: 33,389 shares 33,389 $857K 0.03% -115 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: 2,924 shares; 2024Q4: 3,271 shares; 2025Q1: 3,204 shares; 2025Q2: 3,090 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,706 shares; 2026Q2: 3,906 shares 3,906 $851K 0.03% +200 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: 10,044 shares; 2024Q4: 10,070 shares; 2025Q1: 10,244 shares; 2025Q2: 9,673 shares; 2025Q3: 10,097 shares; 2025Q4: 9,695 shares; 2026Q1: 9,647 shares; 2026Q2: 9,652 shares 9,652 $848K 0.03% +5 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: 732 shares; 2024Q4: 714 shares; 2025Q1: 717 shares; 2025Q2: 762 shares; 2025Q3: 776 shares; 2025Q4: 778 shares; 2026Q1: 744 shares; 2026Q2: 796 shares 796 $848K 0.03% +52 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: 4,346 shares; 2024Q4: 4,336 shares; 2025Q1: 6,083 shares; 2025Q2: 6,100 shares; 2025Q3: 6,222 shares; 2025Q4: 6,289 shares; 2026Q1: 6,625 shares; 2026Q2: 5,692 shares 5,692 $835K 0.03% -933 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: 8,844 shares; 2024Q4: 7,889 shares; 2025Q1: 7,440 shares; 2025Q2: 7,474 shares; 2025Q3: 7,546 shares; 2025Q4: 7,479 shares; 2026Q1: 7,393 shares; 2026Q2: 7,351 shares 7,351 $833K 0.03% -42 Timeline IIGD 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; 2024Q3: 16,315 shares; 2024Q4: 16,375 shares; 2025Q1: 16,625 shares; 2025Q2: 16,625 shares; 2025Q3: 28,924 shares; 2025Q4: 28,924 shares; 2026Q1: 33,124 shares; 2026Q2: 33,124 shares 33,124 $810K 0.03% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 37,617 shares 37,617 $792K 0.03% new 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: 21,627 shares; 2024Q4: 25,147 shares; 2025Q1: 26,945 shares; 2025Q2: 24,259 shares; 2025Q3: 23,231 shares; 2025Q4: 4,733 shares; 2026Q1: 4,626 shares; 2026Q2: 4,713 shares 4,713 $781K 0.03% +87 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: 47,153 shares; 2024Q4: 45,329 shares; 2025Q1: 63,374 shares; 2025Q2: 64,263 shares; 2025Q3: 65,229 shares; 2025Q4: 62,979 shares; 2026Q1: 4,710 shares; 2026Q2: 4,705 shares 4,705 $770K 0.03% -5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,842 shares; 2024Q4: 7,329 shares; 2025Q1: 5,645 shares; 2025Q2: 4,601 shares; 2025Q3: 4,385 shares; 2025Q4: 3,890 shares; 2026Q1: 3,160 shares; 2026Q2: 2,536 shares 2,536 $762K 0.03% -624 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,405 shares; 2025Q1: 1,912 shares; 2025Q2: 1,940 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,958 shares; 2026Q2: 2,055 shares 2,055 $762K 0.03% +97 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,484 shares; 2024Q4: 29,156 shares; 2025Q1: 29,430 shares; 2025Q2: 29,641 shares; 2025Q3: 43,121 shares; 2025Q4: 42,620 shares; 2026Q1: 52,909 shares; 2026Q2: 47,501 shares 47,501 $760K 0.03% -5,408 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,421 shares; 2025Q3: 12,718 shares; 2025Q4: 15,309 shares; 2026Q1: 16,169 shares; 2026Q2: 15,209 shares 15,209 $758K 0.03% -960 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: 16,665 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,465 shares; 2025Q3: 15,465 shares; 2025Q4: 14,440 shares; 2026Q1: 14,440 shares; 2026Q2: 14,532 shares 14,532 $753K 0.03% +92 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488,841 shares; 2024Q4: 1,553,304 shares; 2025Q1: 1,563,898 shares; 2025Q2: 75,005 shares; 2025Q3: 33,453 shares; 2025Q4: 31,063 shares; 2026Q1: 23,374 shares; 2026Q2: 22,504 shares 22,504 $750K 0.03% -870 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X 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: 11,003 shares; 2025Q4: 14,532 shares; 2026Q1: 19,050 shares; 2026Q2: 21,221 shares 21,221 $734K 0.03% +2,171 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; 2024Q3: 7,085 shares; 2024Q4: 7,998 shares; 2025Q1: 7,945 shares; 2025Q2: 7,945 shares; 2025Q3: 7,910 shares; 2025Q4: 8,310 shares; 2026Q1: 9,106 shares; 2026Q2: 8,856 shares 8,856 $732K 0.03% -250 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; 2024Q3: 928 shares; 2024Q4: 1,910 shares; 2025Q1: 1,955 shares; 2025Q2: 2,006 shares; 2025Q3: 2,146 shares; 2025Q4: 2,073 shares; 2026Q1: 2,090 shares; 2026Q2: 2,127 shares 2,127 $725K 0.03% +37 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,349 shares; 2024Q4: 10,355 shares; 2025Q1: 13,540 shares; 2025Q2: 16,196 shares; 2025Q3: 17,431 shares; 2025Q4: 18,960 shares; 2026Q1: 20,125 shares; 2026Q2: 15,199 shares 15,199 $725K 0.03% -4,926 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: 555,792 shares; 2024Q4: 530,063 shares; 2025Q1: 942,059 shares; 2025Q2: 902,067 shares; 2025Q3: 308,403 shares; 2025Q4: 33,116 shares; 2026Q1: 24,613 shares; 2026Q2: 24,369 shares 24,369 $707K 0.03% -244 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: 4,758 shares; 2024Q4: 4,689 shares; 2025Q1: 4,564 shares; 2025Q2: 4,476 shares; 2025Q3: 4,157 shares; 2025Q4: 4,160 shares; 2026Q1: 5,193 shares; 2026Q2: 5,055 shares 5,055 $695K 0.03% -138 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,754 shares; 2026Q2: 24,105 shares 24,105 $692K 0.03% +351 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: not reported; 2024Q4: not reported; 2025Q1: 8,958 shares; 2025Q2: 8,958 shares; 2025Q3: 8,981 shares; 2025Q4: 9,025 shares; 2026Q1: 9,208 shares; 2026Q2: 9,208 shares 9,208 $685K 0.03% 0 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: 1,804 shares; 2024Q4: 1,697 shares; 2025Q1: 1,640 shares; 2025Q2: 1,911 shares; 2025Q3: 1,894 shares; 2025Q4: 2,695 shares; 2026Q1: 2,837 shares; 2026Q2: 2,527 shares 2,527 $683K 0.03% -310 Timeline LQDH 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: 17,499 shares; 2024Q4: 16,466 shares; 2025Q1: 12,606 shares; 2025Q2: 9,875 shares; 2025Q3: 8,219 shares; 2025Q4: 7,551 shares; 2026Q1: 7,356 shares; 2026Q2: 7,313 shares 7,313 $681K 0.03% -43 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 5,274 shares; 2025Q1: 6,316 shares; 2025Q2: 8,133 shares; 2025Q3: 7,558 shares; 2025Q4: 7,470 shares; 2026Q1: 8,314 shares; 2026Q2: 8,384 shares 8,384 $672K 0.03% +70 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: 1,353 shares; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $666K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,179 shares; 2024Q4: 20,511 shares; 2025Q1: 21,243 shares; 2025Q2: 21,918 shares; 2025Q3: 21,608 shares; 2025Q4: 23,785 shares; 2026Q1: 24,292 shares; 2026Q2: 3,566 shares 3,566 $659K 0.03% -20,726 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,842 shares; 2024Q4: 12,568 shares; 2025Q1: 12,102 shares; 2025Q2: 15,455 shares; 2025Q3: 9,501 shares; 2025Q4: 10,501 shares; 2026Q1: 9,014 shares; 2026Q2: 9,353 shares 9,353 $650K 0.03% +339 Timeline FNDE 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: 8,498 shares; 2026Q1: 14,999 shares; 2026Q2: 16,289 shares 16,289 $646K 0.03% +1,290 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,320 shares; 2026Q1: 1,565 shares; 2026Q2: 3,256 shares 3,256 $643K 0.03% +1,691 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,298 shares; 2024Q4: 30,241 shares; 2025Q1: 29,801 shares; 2025Q2: 36,349 shares; 2025Q3: 8,079 shares; 2025Q4: 7,660 shares; 2026Q1: 7,320 shares; 2026Q2: 6,515 shares 6,515 $636K 0.02% -805 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,600 shares 1,600 $631K 0.02% +250 Timeline TOTL 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: 13,549 shares; 2024Q4: 14,263 shares; 2025Q1: 13,968 shares; 2025Q2: 13,924 shares; 2025Q3: 18,076 shares; 2025Q4: 18,111 shares; 2026Q1: 18,115 shares; 2026Q2: 15,817 shares 15,817 $624K 0.02% -2,298 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; 2024Q3: 21,635 shares; 2024Q4: 22,718 shares; 2025Q1: 14,211 shares; 2025Q2: 20,209 shares; 2025Q3: 20,800 shares; 2025Q4: 15,685 shares; 2026Q1: 14,086 shares; 2026Q2: 12,554 shares 12,554 $619K 0.02% -1,532 Timeline GWX 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: 100,204 shares; 2024Q4: 101,971 shares; 2025Q1: 22,126 shares; 2025Q2: 16,769 shares; 2025Q3: 15,980 shares; 2025Q4: 15,092 shares; 2026Q1: 14,928 shares; 2026Q2: 14,038 shares 14,038 $614K 0.02% -890 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,815 shares; 2024Q4: 12,765 shares; 2025Q1: 12,210 shares; 2025Q2: 12,231 shares; 2025Q3: 12,255 shares; 2025Q4: 12,277 shares; 2026Q1: 12,290 shares; 2026Q2: 12,314 shares 12,314 $595K 0.02% +24 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,525 shares; 2024Q4: 25,586 shares; 2025Q1: 40,075 shares; 2025Q2: 3,579 shares; 2025Q3: 3,556 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares; 2026Q2: 3,782 shares 3,782 $591K 0.02% +91 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; 2024Q3: 1,918 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 2,164 shares; 2025Q3: 2,115 shares; 2025Q4: 2,094 shares; 2026Q1: 1,907 shares; 2026Q2: 1,908 shares 1,908 $584K 0.02% +1 Timeline XLG 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: 14,931 shares; 2024Q4: 13,619 shares; 2025Q1: 13,440 shares; 2025Q2: 12,808 shares; 2025Q3: 11,274 shares; 2025Q4: 9,868 shares; 2026Q1: 9,875 shares; 2026Q2: 9,492 shares 9,492 $581K 0.02% -383 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,153 shares; 2025Q3: 26,222 shares; 2025Q4: 7,677 shares; 2026Q1: 9,116 shares; 2026Q2: 9,849 shares 9,849 $580K 0.02% +733 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 4,444 shares; 2025Q1: 4,548 shares; 2025Q2: 4,520 shares; 2025Q3: 3,574 shares; 2025Q4: 3,515 shares; 2026Q1: 3,940 shares; 2026Q2: 3,930 shares 3,930 $576K 0.02% -10 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; 2024Q3: 26,527 shares; 2024Q4: 29,132 shares; 2025Q1: 13,061 shares; 2025Q2: 13,428 shares; 2025Q3: 13,638 shares; 2025Q4: 13,638 shares; 2026Q1: 12,990 shares; 2026Q2: 12,182 shares 12,182 $575K 0.02% -808 Timeline BUFZ 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: not reported; 2026Q1: not reported; 2026Q2: 20,166 shares 20,166 $563K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 7,694 shares; 2025Q4: 8,358 shares; 2026Q1: 10,317 shares; 2026Q2: 6,001 shares 6,001 $562K 0.02% -4,316 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; 2024Q3: 1,655 shares; 2024Q4: 1,643 shares; 2025Q1: 1,603 shares; 2025Q2: 1,671 shares; 2025Q3: 1,661 shares; 2025Q4: 1,630 shares; 2026Q1: 1,600 shares; 2026Q2: 1,654 shares 1,654 $559K 0.02% +54 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,410 shares; 2025Q1: 5,630 shares; 2025Q2: 6,251 shares; 2025Q3: 5,858 shares; 2025Q4: 4,272 shares; 2026Q1: 2,088 shares; 2026Q2: 2,178 shares 2,178 $556K 0.02% +90 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,488 shares; 2025Q2: 7,769 shares; 2025Q3: 8,099 shares; 2025Q4: 8,257 shares; 2026Q1: 8,315 shares; 2026Q2: 7,658 shares 7,658 $551K 0.02% -657 Timeline BSV 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; 2024Q3: 5,598 shares; 2024Q4: 6,238 shares; 2025Q1: 6,595 shares; 2025Q2: 6,660 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares; 2026Q2: 6,994 shares 6,994 $545K 0.02% -90 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: 2,562 shares; 2024Q4: 4,616 shares; 2025Q1: 4,841 shares; 2025Q2: 2,977 shares; 2025Q3: 3,043 shares; 2025Q4: 2,924 shares; 2026Q1: 2,845 shares; 2026Q2: 2,848 shares 2,848 $540K 0.02% +3 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; 2024Q3: 18,087 shares; 2024Q4: 5,597 shares; 2025Q1: 2,090 shares; 2025Q2: 2,086 shares; 2025Q3: 2,055 shares; 2025Q4: 2,056 shares; 2026Q1: 2,057 shares; 2026Q2: 2,058 shares 2,058 $536K 0.02% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,611 shares; 2026Q2: 1,611 shares 1,611 $512K 0.02% 0 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; 2024Q3: 1,504 shares; 2024Q4: 1,502 shares; 2025Q1: 1,508 shares; 2025Q2: 1,332 shares; 2025Q3: 1,348 shares; 2025Q4: 1,329 shares; 2026Q1: 1,179 shares; 2026Q2: 1,010 shares 1,010 $506K 0.02% -169 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,196 shares; 2024Q4: 8,434 shares; 2025Q1: 8,524 shares; 2025Q2: 8,397 shares; 2025Q3: 8,496 shares; 2025Q4: 8,512 shares; 2026Q1: 8,102 shares; 2026Q2: 8,031 shares 8,031 $485K 0.02% -71 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,019 shares; 2025Q1: 1,017 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 623 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $481K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 3,132 shares; 2025Q1: 3,134 shares; 2025Q2: 3,085 shares; 2025Q3: 3,088 shares; 2025Q4: 3,092 shares; 2026Q1: 2,907 shares; 2026Q2: 2,910 shares 2,910 $479K 0.02% +3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,872 shares; 2025Q4: 1,899 shares; 2026Q1: 2,299 shares; 2026Q2: 2,197 shares 2,197 $476K 0.02% -102 Timeline STXG 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: 9,218 shares; 2024Q4: 9,181 shares; 2025Q1: 8,516 shares; 2025Q2: 8,525 shares; 2025Q3: 8,543 shares; 2025Q4: 8,561 shares; 2026Q1: 8,570 shares; 2026Q2: 8,588 shares 8,588 $475K 0.02% +18 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,259 shares; 2025Q3: 16,832 shares; 2025Q4: 1,744 shares; 2026Q1: 1,723 shares; 2026Q2: 1,723 shares 1,723 $462K 0.02% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 3,100 shares 3,100 $459K 0.02% -3,650 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,709 shares; 2025Q2: 1,850 shares; 2025Q3: 1,851 shares; 2025Q4: 1,781 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $454K 0.02% 0 Timeline CALF 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: 33,670 shares; 2024Q4: 30,586 shares; 2025Q1: 20,478 shares; 2025Q2: 17,105 shares; 2025Q3: 13,849 shares; 2025Q4: 9,804 shares; 2026Q1: 9,093 shares; 2026Q2: 8,946 shares 8,946 $453K 0.02% -147 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,295 shares 5,295 $453K 0.02% new 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: 2,876 shares; 2025Q2: 2,857 shares; 2025Q3: 3,140 shares; 2025Q4: 4,021 shares; 2026Q1: 4,015 shares; 2026Q2: 3,897 shares 3,897 $448K 0.02% -118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 617 shares; 2026Q2: 619 shares 619 $446K 0.02% +2 Timeline PRFZ 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: 9,480 shares; 2024Q4: 9,480 shares; 2025Q1: 9,155 shares; 2025Q2: 7,975 shares; 2025Q3: 8,064 shares; 2025Q4: 7,975 shares; 2026Q1: 7,975 shares; 2026Q2: 7,975 shares 7,975 $445K 0.02% 0 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: 11,698 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 10,792 shares; 2025Q3: 10,963 shares; 2025Q4: 10,963 shares; 2026Q1: 10,646 shares; 2026Q2: 9,967 shares 9,967 $443K 0.02% -679 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; 2024Q3: 920 shares; 2024Q4: 975 shares; 2025Q1: 927 shares; 2025Q2: 734 shares; 2025Q3: 1,045 shares; 2025Q4: 1,216 shares; 2026Q1: 1,251 shares; 2026Q2: 1,560 shares 1,560 $439K 0.02% +309 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 1,472 shares 1,472 $438K 0.02% -1,241 Timeline TAXF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,625 shares 8,625 $438K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,604 shares; 2025Q1: 2,488 shares; 2025Q2: 4,849 shares; 2025Q3: 4,747 shares; 2025Q4: 4,834 shares; 2026Q1: 5,256 shares; 2026Q2: 4,754 shares 4,754 $431K 0.02% -502 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 1,125 shares 1,125 $426K 0.02% 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: 7,395 shares; 2024Q4: 6,507 shares; 2025Q1: 8,910 shares; 2025Q2: 8,790 shares; 2025Q3: 8,506 shares; 2025Q4: 8,251 shares; 2026Q1: 8,182 shares; 2026Q2: 8,301 shares 8,301 $417K 0.02% +119 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 1,954 shares; 2025Q1: 2,782 shares; 2025Q2: 3,044 shares; 2025Q3: 2,810 shares; 2025Q4: 2,754 shares; 2026Q1: 2,924 shares; 2026Q2: 2,899 shares 2,899 $413K 0.02% -25 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: 2,120 shares; 2025Q3: 2,108 shares; 2025Q4: 1,946 shares; 2026Q1: 1,920 shares; 2026Q2: 1,737 shares 1,737 $413K 0.02% -183 Timeline BIV 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; 2024Q3: 4,335 shares; 2024Q4: 4,377 shares; 2025Q1: 5,105 shares; 2025Q2: 5,144 shares; 2025Q3: 5,197 shares; 2025Q4: 5,269 shares; 2026Q1: 5,304 shares; 2026Q2: 5,362 shares 5,362 $411K 0.02% +58 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: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,680 shares; 2025Q2: 9,680 shares; 2025Q3: 9,680 shares; 2025Q4: 9,680 shares; 2026Q1: 10,080 shares; 2026Q2: 10,125 shares 10,125 $409K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 724 shares; 2026Q2: 5,075 shares 5,075 $409K 0.02% +4,351 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: not reported; 2026Q1: 9,261 shares; 2026Q2: 12,263 shares 12,263 $404K 0.02% +3,002 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 511 shares; 2025Q1: 791 shares; 2025Q2: 453 shares; 2025Q3: 474 shares; 2025Q4: 472 shares; 2026Q1: 526 shares; 2026Q2: 420 shares 420 $404K 0.02% -106 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,867 shares; 2024Q4: 6,710 shares; 2025Q1: 6,710 shares; 2025Q2: 6,745 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 5,945 shares; 2026Q2: 5,945 shares 5,945 $400K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,561 shares; 2024Q4: 8,894 shares; 2025Q1: 8,158 shares; 2025Q2: 7,195 shares; 2025Q3: 6,660 shares; 2025Q4: 6,971 shares; 2026Q1: 7,143 shares; 2026Q2: 8,589 shares 8,589 $396K 0.02% +1,446 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 4,037 shares; 2025Q1: 3,766 shares; 2025Q2: 3,003 shares; 2025Q3: 2,929 shares; 2025Q4: 2,812 shares; 2026Q1: 2,718 shares; 2026Q2: 2,689 shares 2,689 $394K 0.02% -29 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 5,482 shares; 2025Q1: 7,841 shares; 2025Q2: 6,766 shares; 2025Q3: 4,391 shares; 2025Q4: 4,417 shares; 2026Q1: 5,282 shares; 2026Q2: 5,664 shares 5,664 $393K 0.02% +382 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; 2024Q3: 11,565 shares; 2024Q4: 12,565 shares; 2025Q1: 11,949 shares; 2025Q2: 22,233 shares; 2025Q3: 23,913 shares; 2025Q4: 23,408 shares; 2026Q1: 22,305 shares; 2026Q2: 18,901 shares 18,901 $391K 0.02% -3,404 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 907 shares; 2025Q4: 957 shares; 2026Q1: 749 shares; 2026Q2: 805 shares 805 $384K 0.01% +56 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; 2024Q3: 4,931 shares; 2024Q4: 5,506 shares; 2025Q1: 5,307 shares; 2025Q2: 10,615 shares; 2025Q3: 11,641 shares; 2025Q4: 9,461 shares; 2026Q1: 9,900 shares; 2026Q2: 8,895 shares 8,895 $377K 0.01% -1,005 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: 3,266 shares; 2024Q4: 3,205 shares; 2025Q1: 3,244 shares; 2025Q2: 3,232 shares; 2025Q3: 3,199 shares; 2025Q4: 2,676 shares; 2026Q1: 2,642 shares; 2026Q2: 2,439 shares 2,439 $370K 0.01% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,636 shares; 2026Q1: 1,513 shares; 2026Q2: 2,232 shares 2,232 $367K 0.01% +719 Timeline CMF 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: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,315 shares; 2026Q1: 6,315 shares; 2026Q2: 6,320 shares 6,320 $364K 0.01% +5 Timeline RWR 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: 22,360 shares; 2024Q4: 22,395 shares; 2025Q1: 4,474 shares; 2025Q2: 3,470 shares; 2025Q3: 3,403 shares; 2025Q4: 3,433 shares; 2026Q1: 3,403 shares; 2026Q2: 3,199 shares 3,199 $361K 0.01% -204 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,713 shares; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 5,713 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares; 2026Q2: 5,468 shares 5,468 $360K 0.01% 0 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: 10,727 shares; 2024Q4: 11,822 shares; 2025Q1: 12,309 shares; 2025Q2: 11,174 shares; 2025Q3: 11,347 shares; 2025Q4: 11,404 shares; 2026Q1: 11,079 shares; 2026Q2: 10,380 shares 10,380 $359K 0.01% -699 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 3,351 shares; 2025Q3: 3,428 shares; 2025Q4: 3,374 shares; 2026Q1: 4,347 shares; 2026Q2: 4,342 shares 4,342 $359K 0.01% -5 Timeline IYF 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: 2,119 shares; 2026Q2: 2,809 shares 2,809 $358K 0.01% +690 Timeline SPTL 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: 10,666 shares; 2026Q1: 11,720 shares; 2026Q2: 13,620 shares 13,620 $357K 0.01% +1,900 Timeline IMCG 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: 6,925 shares; 2025Q3: 7,679 shares; 2025Q4: 4,488 shares; 2026Q1: 3,652 shares; 2026Q2: 3,614 shares 3,614 $355K 0.01% -38 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893 shares; 2024Q4: 867 shares; 2025Q1: 869 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 864 shares; 2026Q1: 945 shares; 2026Q2: 688 shares 688 $353K 0.01% -257 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,158 shares; 2025Q1: 4,174 shares; 2025Q2: 4,052 shares; 2025Q3: 3,960 shares; 2025Q4: 3,937 shares; 2026Q1: 3,907 shares; 2026Q2: 3,577 shares 3,577 $342K 0.01% -330 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,122 shares; 2024Q4: 24,110 shares; 2025Q1: 5,378 shares; 2025Q2: 4,638 shares; 2025Q3: 6,196 shares; 2025Q4: 5,916 shares; 2026Q1: 5,654 shares; 2026Q2: 5,935 shares 5,935 $342K 0.01% +281 Timeline IWD 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: 2,176 shares; 2025Q1: 1,480 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,368 shares; 2026Q2: 1,396 shares 1,396 $338K 0.01% +28 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,431 shares; 2025Q2: 3,250 shares; 2025Q3: 3,425 shares; 2025Q4: 3,825 shares; 2026Q1: 4,742 shares; 2026Q2: 4,242 shares 4,242 $335K 0.01% -500 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 3,817 shares; 2025Q3: 3,828 shares; 2025Q4: 3,827 shares; 2026Q1: 3,815 shares; 2026Q2: 3,815 shares 3,815 $332K 0.01% 0 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: not reported; 2026Q1: 18,307 shares; 2026Q2: 25,461 shares 25,461 $331K 0.01% +7,154 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 973 shares; 2026Q2: 759 shares 759 $323K 0.01% -214 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $314K 0.01% new Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares; 2026Q2: 4,272 shares 4,272 $311K 0.01% +10 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; 2024Q3: 830 shares; 2024Q4: 831 shares; 2025Q1: 1,362 shares; 2025Q2: 1,471 shares; 2025Q3: 1,500 shares; 2025Q4: 1,696 shares; 2026Q1: 1,687 shares; 2026Q2: 1,407 shares 1,407 $310K 0.01% -280 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; 2024Q3: 730 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 29,192 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 690 shares; 2026Q2: 3,523 shares 3,523 $310K 0.01% +2,833 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 2,717 shares; 2025Q1: 3,672 shares; 2025Q2: 3,558 shares; 2025Q3: 3,367 shares; 2025Q4: 3,586 shares; 2026Q1: 4,929 shares; 2026Q2: 3,179 shares 3,179 $306K 0.01% -1,750 Timeline DES 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: 7,476 shares; 2025Q4: 7,476 shares; 2026Q1: 7,476 shares; 2026Q2: 7,496 shares 7,496 $305K 0.01% +20 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: 2,776 shares; 2025Q3: 2,435 shares; 2025Q4: 2,394 shares; 2026Q1: 2,187 shares; 2026Q2: 2,178 shares 2,178 $305K 0.01% -9 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 4,630 shares 4,630 $304K 0.01% new Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,686 shares; 2025Q1: 12,618 shares; 2025Q2: 12,642 shares; 2025Q3: 12,666 shares; 2025Q4: 12,726 shares; 2026Q1: 14,926 shares; 2026Q2: 14,956 shares 14,956 $303K 0.01% +30 Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,526 shares; 2025Q1: 13,108 shares; 2025Q2: 13,144 shares; 2025Q3: 13,172 shares; 2025Q4: 13,214 shares; 2026Q1: 15,368 shares; 2026Q2: 15,398 shares 15,398 $302K 0.01% +30 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: 10,042 shares; 2024Q4: 10,928 shares; 2025Q1: 11,002 shares; 2025Q2: 10,717 shares; 2025Q3: 10,294 shares; 2025Q4: 10,390 shares; 2026Q1: 10,135 shares; 2026Q2: 833 shares 833 $302K 0.01% -9,302 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: 4,386 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375 $300K 0.01% 0 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: not reported; 2026Q1: not reported; 2026Q2: 7,094 shares 7,094 $297K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,465 shares; 2025Q3: 3,540 shares; 2025Q4: 3,510 shares; 2026Q1: 3,241 shares; 2026Q2: 3,169 shares 3,169 $294K 0.01% -72 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; 2024Q3: 9,228 shares; 2024Q4: 9,336 shares; 2025Q1: 9,584 shares; 2025Q2: 9,257 shares; 2025Q3: 1,283 shares; 2025Q4: 985 shares; 2026Q1: 939 shares; 2026Q2: 973 shares 973 $291K 0.01% +34 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: 258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146 shares 146 $291K 0.01% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151,442 shares; 2024Q4: 1,185,133 shares; 2025Q1: 13,907 shares; 2025Q2: 10,011 shares; 2025Q3: 10,928 shares; 2025Q4: 8,969 shares; 2026Q1: 7,443 shares; 2026Q2: 6,702 shares 6,702 $289K 0.01% -741 Timeline FLRN 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: 10,946 shares; 2025Q2: 14,847 shares; 2025Q3: 14,847 shares; 2025Q4: 7,347 shares; 2026Q1: 7,347 shares; 2026Q2: 9,297 shares 9,297 $287K 0.01% +1,950 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 986 shares; 2026Q1: 1,018 shares; 2026Q2: 855 shares 855 $282K 0.01% -163 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,357 shares; 2025Q4: 6,182 shares; 2026Q1: 6,178 shares; 2026Q2: 5,943 shares 5,943 $280K 0.01% -235 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,430 shares; 2025Q4: 1,393 shares; 2026Q1: 1,392 shares; 2026Q2: 1,388 shares 1,388 $280K 0.01% -4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,435 shares; 2025Q3: 7,288 shares; 2025Q4: 6,604 shares; 2026Q1: 6,979 shares; 2026Q2: 5,228 shares 5,228 $280K 0.01% -1,751 Timeline EFV 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: 5,131 shares; 2025Q3: 5,128 shares; 2025Q4: 5,203 shares; 2026Q1: 7,443 shares; 2026Q2: 3,631 shares 3,631 $278K 0.01% -3,812 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: 379 shares 379 $274K 0.01% new Timeline FNDX 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: 13,457 shares; 2026Q1: 19,657 shares; 2026Q2: 8,794 shares 8,794 $273K 0.01% -10,863 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; 2024Q3: 19,981 shares; 2024Q4: 18,838 shares; 2025Q1: 12,060 shares; 2025Q2: 12,060 shares; 2025Q3: 12,624 shares; 2025Q4: 12,660 shares; 2026Q1: 12,662 shares; 2026Q2: 10,410 shares 10,410 $273K 0.01% -2,252 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,382 shares 3,382 $272K 0.01% new Timeline STOT 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: 5,064 shares; 2025Q1: 5,070 shares; 2025Q2: 5,360 shares; 2025Q3: 5,369 shares; 2025Q4: 5,383 shares; 2026Q1: 5,743 shares; 2026Q2: 5,759 shares 5,759 $271K 0.01% +16 Timeline ARTY 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: 3,550 shares 3,550 $270K 0.01% new Timeline ALTL 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: 11,762 shares; 2024Q4: 11,635 shares; 2025Q1: 10,962 shares; 2025Q2: 10,490 shares; 2025Q3: 8,910 shares; 2025Q4: 7,357 shares; 2026Q1: 5,310 shares; 2026Q2: 5,262 shares 5,262 $270K 0.01% -48 Timeline XMLV 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: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 4,066 shares; 2026Q2: 4,066 shares 4,066 $270K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,780 shares; 2025Q1: 2,005 shares; 2025Q2: 1,971 shares; 2025Q3: 1,914 shares; 2025Q4: 1,927 shares; 2026Q1: 2,687 shares; 2026Q2: 1,719 shares 1,719 $269K 0.01% -968 Timeline SPGP 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: 42,143 shares; 2024Q4: 41,721 shares; 2025Q1: 42,706 shares; 2025Q2: 2,631 shares; 2025Q3: 2,547 shares; 2025Q4: 2,221 shares; 2026Q1: 2,192 shares; 2026Q2: 2,192 shares 2,192 $268K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,351 shares; 2025Q3: 3,521 shares; 2025Q4: 3,774 shares; 2026Q1: not reported; 2026Q2: 2,956 shares 2,956 $266K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,014 shares 3,014 $265K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares; 2026Q1: 4,738 shares; 2026Q2: 4,738 shares 4,738 $263K 0.01% 0 Timeline FGD 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: 8,161 shares 8,161 $261K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 594 shares; 2025Q3: 588 shares; 2025Q4: 615 shares; 2026Q1: 596 shares; 2026Q2: 500 shares 500 $259K 0.01% -96 Timeline JPIN 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: 8,122 shares; 2024Q4: 4,155 shares; 2025Q1: 3,855 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 4,455 shares; 2026Q1: 3,496 shares; 2026Q2: 3,501 shares 3,501 $253K 0.01% +5 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,727 shares; 2025Q1: 2,728 shares; 2025Q2: 2,732 shares; 2025Q3: 2,277 shares; 2025Q4: 2,256 shares; 2026Q1: 2,593 shares; 2026Q2: 2,294 shares 2,294 $253K 0.01% -299 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; 2024Q3: 15,621 shares; 2024Q4: 16,016 shares; 2025Q1: 16,263 shares; 2025Q2: 15,894 shares; 2025Q3: 15,245 shares; 2025Q4: 17,146 shares; 2026Q1: 16,837 shares; 2026Q2: 841 shares 841 $251K 0.01% -15,996 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,209 shares; 2026Q2: 4,386 shares 4,386 $248K 0.01% +177 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: 43,750 shares; 2024Q4: 44,008 shares; 2025Q1: 2,301 shares; 2025Q2: 1,978 shares; 2025Q3: 1,731 shares; 2025Q4: 1,602 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares 1,629 $248K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,007 shares; 2024Q4: 23,527 shares; 2025Q1: 26,094 shares; 2025Q2: 2,943 shares; 2025Q3: not reported; 2025Q4: 2,284 shares; 2026Q1: 3,048 shares; 2026Q2: 2,293 shares 2,293 $246K 0.01% -755 Timeline DFAC 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: 5,516 shares; 2025Q4: 5,516 shares; 2026Q1: 5,516 shares; 2026Q2: 5,516 shares 5,516 $245K 0.01% 0 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: 1,750 shares 1,750 $244K 0.01% new 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: 946 shares; 2024Q4: 913 shares; 2025Q1: 924 shares; 2025Q2: 916 shares; 2025Q3: 906 shares; 2025Q4: 812 shares; 2026Q1: 807 shares; 2026Q2: 716 shares 716 $244K 0.01% -91 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: 1,278 shares; 2024Q4: 1,263 shares; 2025Q1: 1,181 shares; 2025Q2: 1,147 shares; 2025Q3: 1,158 shares; 2025Q4: 1,213 shares; 2026Q1: 1,211 shares; 2026Q2: 1,084 shares 1,084 $242K 0.01% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,451 shares; 2025Q4: 2,200 shares; 2026Q1: 2,060 shares; 2026Q2: 1,763 shares 1,763 $241K 0.01% -297 Timeline CGCP 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: 12,843 shares; 2024Q4: 12,843 shares; 2025Q1: 11,203 shares; 2025Q2: 11,203 shares; 2025Q3: 12,041 shares; 2025Q4: 13,364 shares; 2026Q1: 13,364 shares; 2026Q2: 10,791 shares 10,791 $241K 0.01% -2,573 Timeline SCHI 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: 16,076 shares; 2026Q1: 26,108 shares; 2026Q2: 10,568 shares 10,568 $239K 0.01% -15,540 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,468 shares; 2026Q2: 1,456 shares 1,456 $236K 0.01% -12 Timeline CSX CSX CORP More: the full row for CSX 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: 4,950 shares 4,950 $235K 0.01% 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; 2024Q3: 6,725 shares; 2024Q4: 20,284 shares; 2025Q1: 22,978 shares; 2025Q2: 24,824 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,387 shares; 2026Q2: 7,387 shares 7,387 $234K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,183 shares; 2024Q4: 6,952 shares; 2025Q1: 7,008 shares; 2025Q2: 7,041 shares; 2025Q3: 7,068 shares; 2025Q4: 7,439 shares; 2026Q1: 5,264 shares; 2026Q2: 5,707 shares 5,707 $233K 0.01% +443 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 1,500 shares; 2026Q2: 766 shares 766 $232K 0.01% -734 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,042 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $232K 0.01% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,520 shares 4,520 $228K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,312 shares; 2026Q2: 2,312 shares 2,312 $227K 0.01% 0 Timeline IGBH 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: 24,698 shares; 2024Q4: 24,193 shares; 2025Q1: 15,299 shares; 2025Q2: 11,710 shares; 2025Q3: 11,710 shares; 2025Q4: 11,710 shares; 2026Q1: 9,207 shares; 2026Q2: 9,207 shares 9,207 $226K 0.01% 0 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: 8,427 shares; 2024Q4: 8,531 shares; 2025Q1: 8,234 shares; 2025Q2: 6,091 shares; 2025Q3: 4,910 shares; 2025Q4: 4,108 shares; 2026Q1: 3,529 shares; 2026Q2: 2,162 shares 2,162 $225K 0.01% -1,367 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 4,183 shares; 2025Q4: 4,183 shares; 2026Q1: 4,183 shares; 2026Q2: 4,183 shares 4,183 $222K 0.01% 0 Timeline DRLL 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: 6,611 shares; 2026Q2: 6,625 shares 6,625 $222K 0.01% +14 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 977 shares 977 $222K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,057 shares; 2026Q1: 1,179 shares; 2026Q2: 1,222 shares 1,222 $221K 0.01% +43 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 455 shares 455 $220K 0.01% new Timeline ACWV 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: 2,047 shares; 2025Q3: 2,181 shares; 2025Q4: 2,382 shares; 2026Q1: 3,341 shares; 2026Q2: 1,814 shares 1,814 $218K 0.01% -1,527 Timeline FTWO 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: 5,738 shares; 2025Q3: 5,750 shares; 2025Q4: 5,762 shares; 2026Q1: 4,896 shares; 2026Q2: 4,906 shares 4,906 $212K 0.01% +10 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 2,128 shares 2,128 $211K 0.01% new Timeline DIVB 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: 3,409 shares 3,409 $210K 0.01% new Timeline SCHG 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: 11,683 shares; 2026Q1: 15,771 shares; 2026Q2: 6,187 shares 6,187 $209K 0.01% -9,584 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; 2024Q3: 2,550 shares; 2024Q4: 2,540 shares; 2025Q1: 2,611 shares; 2025Q2: 1,524 shares; 2025Q3: 1,554 shares; 2025Q4: 1,595 shares; 2026Q1: 1,823 shares; 2026Q2: 933 shares 933 $209K 0.01% -890 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 5,996 shares; 2025Q1: 4,828 shares; 2025Q2: 4,676 shares; 2025Q3: 4,637 shares; 2025Q4: 4,535 shares; 2026Q1: 4,520 shares; 2026Q2: 4,372 shares 4,372 $207K 0.01% -148 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS 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: 2,287 shares; 2026Q2: 2,007 shares 2,007 $205K 0.01% -280 Timeline EVUS 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: 5,773 shares 5,773 $203K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $202K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,869 shares; 2024Q4: 7,816 shares; 2025Q1: 7,253 shares; 2025Q2: 6,367 shares; 2025Q3: 6,504 shares; 2025Q4: 5,830 shares; 2026Q1: 5,605 shares; 2026Q2: 4,580 shares 4,580 $202K 0.01% -1,025 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares; 2026Q2: 11,600 shares 11,600 $201K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 746 shares; 2025Q3: 807 shares; 2025Q4: 850 shares; 2026Q1: not reported; 2026Q2: 895 shares 895 $200K 0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,256 shares; 2025Q1: 144,356 shares; 2025Q2: 157,106 shares; 2025Q3: 115,756 shares; 2025Q4: 100,756 shares; 2026Q1: 110,106 shares; 2026Q2: 23,756 shares 23,756 $120K <0.01% -86,350 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS 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: 24,850 shares; 2025Q4: 65,360 shares; 2026Q1: 15,360 shares; 2026Q2: 12,110 shares 12,110 $28.3K <0.01% -3,250 Timeline DHY CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares; 2026Q2: 11,300 shares 11,300 $20.1K <0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,500 shares; 2025Q1: 169,800 shares; 2025Q2: 129,800 shares; 2025Q3: 129,800 shares; 2025Q4: 54,800 shares; 2026Q1: 37,800 shares; 2026Q2: 17,050 shares 17,050 $13.3K <0.01% -20,750 Timeline