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: 1,038,488 shares; 2024Q4: 1,097,723 shares; 2025Q1: 1,112,560 shares; 2025Q2: 1,223,344 shares; 2025Q3: 1,249,071 shares; 2025Q4: 1,265,473 shares; 2026Q1: 1,356,451 shares; 2026Q2: 1,257,417 shares 1,257,417 $32.1M 10.18% -99,034 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: 80,748 shares; 2024Q4: 80,668 shares; 2025Q1: 86,517 shares; 2025Q2: 97,560 shares; 2025Q3: 70,394 shares; 2025Q4: 70,349 shares; 2026Q1: 70,208 shares; 2026Q2: 89,744 shares 89,744 $30.8M 9.76% +19,536 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: 36,511 shares; 2024Q4: 36,968 shares; 2025Q1: 36,723 shares; 2025Q2: 34,545 shares; 2025Q3: 34,335 shares; 2025Q4: 43,347 shares; 2026Q1: 33,923 shares; 2026Q2: 32,722 shares 32,722 $24.1M 7.65% -1,201 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: 94,965 shares; 2024Q4: 95,983 shares; 2025Q1: 96,368 shares; 2025Q2: 97,084 shares; 2025Q3: 95,146 shares; 2025Q4: 94,379 shares; 2026Q1: 92,247 shares; 2026Q2: 82,694 shares 82,694 $18.1M 5.76% -9,553 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,522 shares; 2024Q4: 111,921 shares; 2025Q1: 112,453 shares; 2025Q2: 115,036 shares; 2025Q3: 111,707 shares; 2025Q4: 112,294 shares; 2026Q1: 110,863 shares; 2026Q2: 99,753 shares 99,753 $17.8M 5.64% -11,110 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,881 shares; 2024Q4: 163,891 shares; 2025Q1: 167,693 shares; 2025Q2: 171,672 shares; 2025Q3: 170,264 shares; 2025Q4: 169,458 shares; 2026Q1: 179,929 shares; 2026Q2: 166,651 shares 166,651 $15.9M 5.05% -13,278 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: 159,794 shares; 2024Q4: 164,705 shares; 2025Q1: 165,523 shares; 2025Q2: 166,388 shares; 2025Q3: 165,659 shares; 2025Q4: 168,003 shares; 2026Q1: 167,481 shares; 2026Q2: 154,469 shares 154,469 $14.9M 4.73% -13,012 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,842 shares; 2024Q4: 288,904 shares; 2025Q1: 289,132 shares; 2025Q2: 301,894 shares; 2025Q3: 309,127 shares; 2025Q4: 319,336 shares; 2026Q1: 337,696 shares; 2026Q2: 250,098 shares 250,098 $12.7M 4.02% -87,598 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: 247,661 shares; 2024Q4: 260,104 shares; 2025Q1: 262,826 shares; 2025Q2: 286,083 shares; 2025Q3: 291,627 shares; 2025Q4: 294,876 shares; 2026Q1: 239,554 shares; 2026Q2: 239,282 shares 239,282 $12.5M 3.98% -272 Timeline RPG 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: 32,751 shares; 2025Q2: 142,004 shares; 2025Q3: 140,775 shares; 2025Q4: not reported; 2026Q1: 143,060 shares; 2026Q2: 169,218 shares 169,218 $10.8M 3.43% +26,158 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: 42,105 shares; 2024Q4: 42,337 shares; 2025Q1: 42,653 shares; 2025Q2: 18,096 shares; 2025Q3: 31,700 shares; 2025Q4: 64,273 shares; 2026Q1: 35,924 shares; 2026Q2: 48,605 shares 48,605 $9.26M 2.94% +12,681 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: 94,268 shares; 2024Q4: 97,362 shares; 2025Q1: 98,103 shares; 2025Q2: 88,983 shares; 2025Q3: 90,133 shares; 2025Q4: 100,222 shares; 2026Q1: 99,922 shares; 2026Q2: 102,436 shares 102,436 $9M 2.86% +2,514 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 256,529 shares 256,529 $7.2M 2.28% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,022 shares; 2024Q4: 65,849 shares; 2025Q1: 65,953 shares; 2025Q2: 67,459 shares; 2025Q3: 64,292 shares; 2025Q4: 64,033 shares; 2026Q1: 64,097 shares; 2026Q2: 67,829 shares 67,829 $6.16M 1.95% +3,732 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,939 shares; 2025Q3: 77,464 shares; 2025Q4: 79,921 shares; 2026Q1: 78,095 shares; 2026Q2: 78,133 shares 78,133 $5.31M 1.69% +38 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,299 shares; 2024Q4: 28,589 shares; 2025Q1: 29,310 shares; 2025Q2: 31,880 shares; 2025Q3: 35,392 shares; 2025Q4: 258,390 shares; 2026Q1: 264,712 shares; 2026Q2: 221,872 shares 221,872 $5.08M 1.61% -42,840 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: 7,986 shares; 2024Q4: 9,124 shares; 2025Q1: 9,820 shares; 2025Q2: 22,111 shares; 2025Q3: 24,383 shares; 2025Q4: 25,160 shares; 2026Q1: 31,886 shares; 2026Q2: 57,183 shares 57,183 $4.89M 1.55% +25,297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,284 shares 132,284 $4.57M 1.45% new 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: 26,464 shares; 2024Q4: 26,737 shares; 2025Q1: 26,224 shares; 2025Q2: 32,009 shares; 2025Q3: 33,322 shares; 2025Q4: 33,502 shares; 2026Q1: 36,539 shares; 2026Q2: 60,713 shares 60,713 $4.55M 1.44% +24,174 Timeline CGMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,097 shares; 2025Q3: 136,306 shares; 2025Q4: 138,256 shares; 2026Q1: 142,441 shares; 2026Q2: 143,162 shares 143,162 $3.93M 1.25% +721 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,675 shares; 2024Q4: 58,835 shares; 2025Q1: 57,889 shares; 2025Q2: 29,577 shares; 2025Q3: 31,549 shares; 2025Q4: 26,928 shares; 2026Q1: 33,081 shares; 2026Q2: 33,168 shares 33,168 $3.57M 1.13% +87 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: 3,313 shares; 2024Q4: 3,593 shares; 2025Q1: 2,831 shares; 2025Q2: 5,658 shares; 2025Q3: 6,229 shares; 2025Q4: 6,939 shares; 2026Q1: 9,710 shares; 2026Q2: 21,168 shares 21,168 $3.42M 1.09% +11,458 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: 51,077 shares; 2024Q4: 57,150 shares; 2025Q1: 57,054 shares; 2025Q2: 58,737 shares; 2025Q3: 58,316 shares; 2025Q4: 63,640 shares; 2026Q1: 63,831 shares; 2026Q2: 65,190 shares 65,190 $3.28M 1.04% +1,359 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: 9,349 shares; 2024Q4: 9,255 shares; 2025Q1: 9,306 shares; 2025Q2: 10,467 shares; 2025Q3: 10,309 shares; 2025Q4: 11,063 shares; 2026Q1: 10,834 shares; 2026Q2: 11,266 shares 11,266 $3.26M 1.03% +432 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,427 shares; 2024Q4: 3,039 shares; 2025Q1: 3,502 shares; 2025Q2: 6,766 shares; 2025Q3: 7,411 shares; 2025Q4: 7,667 shares; 2026Q1: 8,627 shares; 2026Q2: 8,742 shares 8,742 $3.23M 1.03% +115 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: 4,302 shares; 2024Q4: 4,303 shares; 2025Q1: 3,882 shares; 2025Q2: 8,509 shares; 2025Q3: 9,724 shares; 2025Q4: 10,226 shares; 2026Q1: 14,081 shares; 2026Q2: 35,770 shares 35,770 $3.22M 1.02% +21,689 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: 1,576 shares; 2024Q4: 1,540 shares; 2025Q1: 1,378 shares; 2025Q2: 3,325 shares; 2025Q3: 3,853 shares; 2025Q4: 4,046 shares; 2026Q1: 5,608 shares; 2026Q2: 14,272 shares 14,272 $3.04M 0.96% +8,664 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,016 shares; 2024Q4: 7,656 shares; 2025Q1: 8,184 shares; 2025Q2: 17,888 shares; 2025Q3: 20,681 shares; 2025Q4: 22,792 shares; 2026Q1: 27,765 shares; 2026Q2: 58,771 shares 58,771 $2.85M 0.9% +31,006 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: 11,356 shares; 2024Q4: 11,396 shares; 2025Q1: 12,206 shares; 2025Q2: 11,440 shares; 2025Q3: 11,018 shares; 2025Q4: 10,947 shares; 2026Q1: 11,069 shares; 2026Q2: 10,942 shares 10,942 $2.78M 0.88% -127 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: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,735 shares; 2025Q2: 3,599 shares; 2025Q3: 3,599 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares; 2026Q2: 3,585 shares 3,585 $2.68M 0.85% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,216 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,157 shares 14,157 $2.62M 0.83% new 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: 8,063 shares; 2024Q4: 12,643 shares; 2025Q1: 17,638 shares; 2025Q2: 39,035 shares; 2025Q3: 43,880 shares; 2025Q4: 45,350 shares; 2026Q1: 53,242 shares; 2026Q2: 54,620 shares 54,620 $2.58M 0.82% +1,378 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,686 shares; 2024Q4: 5,840 shares; 2025Q1: 5,714 shares; 2025Q2: 5,973 shares; 2025Q3: 6,375 shares; 2025Q4: 7,160 shares; 2026Q1: 6,919 shares; 2026Q2: 6,897 shares 6,897 $2.09M 0.66% -22 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: 131,655 shares; 2024Q4: 138,870 shares; 2025Q1: 143,335 shares; 2025Q2: 34,956 shares; 2025Q3: 37,575 shares; 2025Q4: 38,731 shares; 2026Q1: 41,951 shares; 2026Q2: 42,263 shares 42,263 $2.08M 0.66% +312 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: 13,947 shares; 2024Q4: 17,855 shares; 2025Q1: 25,217 shares; 2025Q2: 55,056 shares; 2025Q3: 60,150 shares; 2025Q4: 64,647 shares; 2026Q1: 72,666 shares; 2026Q2: 87,946 shares 87,946 $1.96M 0.62% +15,280 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 3,445 shares; 2025Q1: 3,434 shares; 2025Q2: 3,433 shares; 2025Q3: 3,433 shares; 2025Q4: 3,355 shares; 2026Q1: 3,202 shares; 2026Q2: 3,209 shares 3,209 $1.68M 0.53% +7 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,659 shares; 2024Q4: 33,931 shares; 2025Q1: 34,456 shares; 2025Q2: 28,463 shares; 2025Q3: 29,168 shares; 2025Q4: 31,983 shares; 2026Q1: 31,594 shares; 2026Q2: 31,729 shares 31,729 $1.49M 0.47% +135 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: 3,711 shares; 2024Q4: 4,450 shares; 2025Q1: 5,463 shares; 2025Q2: 11,795 shares; 2025Q3: 12,937 shares; 2025Q4: 13,444 shares; 2026Q1: 15,188 shares; 2026Q2: 18,216 shares 18,216 $1.34M 0.42% +3,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,108 shares; 2025Q3: 25,459 shares; 2025Q4: 26,737 shares; 2026Q1: 32,044 shares; 2026Q2: 38,509 shares 38,509 $1.33M 0.42% +6,465 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: 23,914 shares; 2024Q4: 24,034 shares; 2025Q1: 25,177 shares; 2025Q2: 16,100 shares; 2025Q3: 16,050 shares; 2025Q4: 17,758 shares; 2026Q1: 18,038 shares; 2026Q2: 18,100 shares 18,100 $1.22M 0.39% +62 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: 19,684 shares; 2024Q4: 20,609 shares; 2025Q1: 20,569 shares; 2025Q2: 19,575 shares; 2025Q3: 19,577 shares; 2025Q4: 21,295 shares; 2026Q1: 21,496 shares; 2026Q2: 21,848 shares 21,848 $1.13M 0.36% +352 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: 3,017 shares; 2024Q4: 3,146 shares; 2025Q1: 3,128 shares; 2025Q2: 3,100 shares; 2025Q3: 3,232 shares; 2025Q4: 3,069 shares; 2026Q1: 3,074 shares; 2026Q2: 2,911 shares 2,911 $1.09M 0.34% -163 Timeline PSFF 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: not reported; 2024Q4: not reported; 2025Q1: 43,979 shares; 2025Q2: 39,976 shares; 2025Q3: 39,650 shares; 2025Q4: 37,976 shares; 2026Q1: 38,128 shares; 2026Q2: 28,403 shares 28,403 $975K 0.31% -9,725 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: 19,473 shares; 2025Q3: 22,611 shares; 2025Q4: 23,560 shares; 2026Q1: 27,901 shares; 2026Q2: 28,578 shares 28,578 $942K 0.3% +677 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,835 shares; 2025Q3: 4,215 shares; 2025Q4: 4,529 shares; 2026Q1: 4,488 shares; 2026Q2: 14,090 shares 14,090 $820K 0.26% +9,602 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,483 shares; 2024Q4: 7,101 shares; 2025Q1: 7,165 shares; 2025Q2: 7,011 shares; 2025Q3: 7,340 shares; 2025Q4: 7,372 shares; 2026Q1: 7,372 shares; 2026Q2: 7,372 shares 7,372 $785K 0.25% 0 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: 22,023 shares; 2024Q4: 21,650 shares; 2025Q1: 17,665 shares; 2025Q2: 17,904 shares; 2025Q3: 17,833 shares; 2025Q4: 17,211 shares; 2026Q1: 17,827 shares; 2026Q2: 16,552 shares 16,552 $720K 0.23% -1,275 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: 8,065 shares; 2024Q4: 8,021 shares; 2025Q1: 6,693 shares; 2025Q2: 6,849 shares; 2025Q3: 6,934 shares; 2025Q4: 6,929 shares; 2026Q1: 7,061 shares; 2026Q2: 7,381 shares 7,381 $698K 0.22% +320 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,484 shares; 2025Q3: 11,361 shares; 2025Q4: 11,950 shares; 2026Q1: 13,132 shares; 2026Q2: 13,403 shares 13,403 $503K 0.16% +271 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 1,977 shares; 2025Q1: 1,945 shares; 2025Q2: 1,951 shares; 2025Q3: 1,901 shares; 2025Q4: 1,902 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $489K 0.16% 0 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: 1,644 shares; 2024Q4: 1,648 shares; 2025Q1: 1,656 shares; 2025Q2: 1,664 shares; 2025Q3: 1,663 shares; 2025Q4: 1,672 shares; 2026Q1: 1,657 shares; 2026Q2: 1,695 shares 1,695 $477K 0.15% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 952 shares; 2025Q4: 969 shares; 2026Q1: 988 shares; 2026Q2: 1,315 shares 1,315 $470K 0.15% +327 Timeline PDP 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: 3,678 shares; 2024Q4: 3,528 shares; 2025Q1: 3,489 shares; 2025Q2: 3,482 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares; 2026Q1: 3,070 shares; 2026Q2: 3,070 shares 3,070 $466K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,595 shares; 2026Q1: 3,357 shares; 2026Q2: 3,359 shares 3,359 $400K 0.13% +2 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,171 shares; 2025Q4: 7,320 shares; 2026Q1: 9,032 shares; 2026Q2: 9,360 shares 9,360 $396K 0.13% +328 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: 4,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,034 shares 8,034 $371K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $351K 0.11% new Timeline IBTK 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: 17,422 shares; 2026Q1: 17,551 shares; 2026Q2: 17,732 shares 17,732 $346K 0.11% +181 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,077 shares; 2024Q4: 15,078 shares; 2025Q1: 15,078 shares; 2025Q2: 15,078 shares; 2025Q3: 15,078 shares; 2025Q4: 15,387 shares; 2026Q1: 15,387 shares; 2026Q2: 15,387 shares 15,387 $341K 0.11% 0 Timeline IBTJ 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: 15,270 shares; 2025Q1: 15,361 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares; 2025Q4: 15,668 shares; 2026Q1: 15,668 shares; 2026Q2: 15,722 shares 15,722 $340K 0.11% +54 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,041 shares; 2024Q4: 14,866 shares; 2025Q1: 14,866 shares; 2025Q2: 14,866 shares; 2025Q3: 15,068 shares; 2025Q4: 15,152 shares; 2026Q1: 15,152 shares; 2026Q2: 15,152 shares 15,152 $339K 0.11% 0 Timeline BAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,585 shares; 2026Q1: 6,828 shares; 2026Q2: 5,868 shares 5,868 $309K 0.1% -960 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: 10,917 shares; 2025Q1: 10,917 shares; 2025Q2: 11,436 shares; 2025Q3: 5,974 shares; 2025Q4: 5,974 shares; 2026Q1: 5,974 shares; 2026Q2: 5,974 shares 5,974 $302K 0.1% 0 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: 18,145 shares; 2024Q4: 18,301 shares; 2025Q1: 18,789 shares; 2025Q2: 4,735 shares; 2025Q3: 4,723 shares; 2025Q4: 5,198 shares; 2026Q1: 5,255 shares; 2026Q2: 5,170 shares 5,170 $298K 0.09% -85 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 364 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 304 shares; 2025Q4: 300 shares; 2026Q1: 274 shares; 2026Q2: 292 shares 292 $286K 0.09% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,064 shares 1,064 $254K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 717 shares 717 $253K 0.08% +10 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,817 shares 1,817 $250K 0.08% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 5,134 shares; 2026Q2: 5,145 shares 5,145 $240K 0.08% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 652 shares; 2026Q1: not reported; 2026Q2: 732 shares 732 $240K 0.08% new Timeline IBDR 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: 9,708 shares; 2026Q1: 9,708 shares; 2026Q2: 9,708 shares 9,708 $235K 0.07% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares; 2026Q2: 10,099 shares 10,099 $234K 0.07% +1,291 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: not reported; 2024Q4: 756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 464 shares; 2026Q1: not reported; 2026Q2: 555 shares 555 $233K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares; 2026Q1: 1,110 shares; 2026Q2: 964 shares 964 $219K 0.07% -146 Timeline