FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,154,538 shares; 2024Q3: 1,203,539 shares; 2024Q4: 1,740,086 shares; 2025Q1: 1,819,104 shares; 2025Q2: 2,079,076 shares; 2025Q3: 2,685,363 shares; 2025Q4: 2,808,295 shares; 2026Q1: 2,857,865 shares 2,857,865 $130M 6.26% +49,570 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,808,437 shares; 2025Q1: 2,376,538 shares; 2025Q2: 2,578,071 shares; 2025Q3: 3,855,961 shares; 2025Q4: 4,070,361 shares; 2026Q1: 4,230,096 shares 4,230,096 $111M 5.32% +159,735 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,358,918 shares; 2024Q3: 2,493,834 shares; 2024Q4: 2,237,340 shares; 2025Q1: 2,374,494 shares; 2025Q2: 2,481,304 shares; 2025Q3: 2,038,013 shares; 2025Q4: 2,116,442 shares; 2026Q1: 2,186,984 shares 2,186,984 $110M 5.29% +70,542 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; 2024Q2: 2,713,982 shares; 2024Q3: 2,746,958 shares; 2024Q4: 4,168,939 shares; 2025Q1: 4,250,093 shares; 2025Q2: 4,341,009 shares; 2025Q3: 4,385,103 shares; 2025Q4: 4,476,284 shares; 2026Q1: 4,542,994 shares 4,542,994 $92.8M 4.46% +66,710 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; 2024Q2: 527,923 shares; 2024Q3: 535,999 shares; 2024Q4: 530,416 shares; 2025Q1: 479,273 shares; 2025Q2: 358,472 shares; 2025Q3: 336,407 shares; 2025Q4: 331,634 shares; 2026Q1: 266,959 shares 266,959 $85.6M 4.11% -64,675 Timeline BSCU 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; 2024Q2: not reported; 2024Q3: 681,843 shares; 2024Q4: 3,278,163 shares; 2025Q1: 3,395,386 shares; 2025Q2: 3,883,937 shares; 2025Q3: 4,431,476 shares; 2025Q4: 4,548,779 shares; 2026Q1: 4,680,408 shares 4,680,408 $78.3M 3.76% +131,629 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 180,111 shares; 2024Q3: 181,552 shares; 2024Q4: 184,162 shares; 2025Q1: 189,282 shares; 2025Q2: 197,426 shares; 2025Q3: 200,454 shares; 2025Q4: 201,280 shares; 2026Q1: 205,870 shares 205,870 $52.2M 2.51% +4,590 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; 2024Q2: 62,465 shares; 2024Q3: 68,001 shares; 2024Q4: 199,714 shares; 2025Q1: 290,700 shares; 2025Q2: 303,723 shares; 2025Q3: 309,091 shares; 2025Q4: 328,001 shares; 2026Q1: 491,754 shares 491,754 $50.8M 2.44% +163,753 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 199,137 shares; 2024Q3: 201,572 shares; 2024Q4: 200,629 shares; 2025Q1: 205,357 shares; 2025Q2: 212,400 shares; 2025Q3: 212,273 shares; 2025Q4: 164,984 shares; 2026Q1: 164,841 shares 164,841 $47.3M 2.27% -143 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 215,379 shares; 2024Q3: 220,249 shares; 2024Q4: 180,787 shares; 2025Q1: 184,525 shares; 2025Q2: 188,677 shares; 2025Q3: 145,455 shares; 2025Q4: 138,388 shares; 2026Q1: 109,277 shares 109,277 $46.6M 2.24% -29,111 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; 2024Q2: 183,093 shares; 2024Q3: 184,173 shares; 2024Q4: 176,355 shares; 2025Q1: 177,481 shares; 2025Q2: 182,140 shares; 2025Q3: 183,577 shares; 2025Q4: 185,485 shares; 2026Q1: 188,422 shares 188,422 $39.2M 1.89% +2,937 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; 2024Q2: 42,134 shares; 2024Q3: 41,583 shares; 2024Q4: 36,712 shares; 2025Q1: 37,390 shares; 2025Q2: 37,906 shares; 2025Q3: 38,487 shares; 2025Q4: 37,027 shares; 2026Q1: 38,183 shares 38,183 $38M 1.83% +1,156 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; 2024Q2: 402,129 shares; 2024Q3: 413,214 shares; 2024Q4: 524,558 shares; 2025Q1: 557,383 shares; 2025Q2: 590,312 shares; 2025Q3: 605,662 shares; 2025Q4: 334,624 shares; 2026Q1: 341,689 shares 341,689 $37.7M 1.81% +7,065 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342,363 shares; 2025Q3: 352,324 shares; 2025Q4: 360,014 shares; 2026Q1: 713,549 shares 713,549 $37.7M 1.81% +353,535 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 85,999 shares; 2024Q3: 87,206 shares; 2024Q4: 88,940 shares; 2025Q1: 92,172 shares; 2025Q2: 95,066 shares; 2025Q3: 95,580 shares; 2025Q4: 96,787 shares; 2026Q1: 101,532 shares 101,532 $37.6M 1.81% +4,745 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; 2024Q2: 129,538 shares; 2024Q3: 129,653 shares; 2024Q4: 126,908 shares; 2025Q1: 112,517 shares; 2025Q2: 116,534 shares; 2025Q3: 117,110 shares; 2025Q4: 118,265 shares; 2026Q1: 123,130 shares 123,130 $36.2M 1.74% +4,865 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903,775 shares; 2026Q1: 923,152 shares 923,152 $35.1M 1.69% +19,377 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; 2024Q2: 174,068 shares; 2024Q3: 175,528 shares; 2024Q4: 175,664 shares; 2025Q1: 171,710 shares; 2025Q2: 171,423 shares; 2025Q3: 167,637 shares; 2025Q4: 148,949 shares; 2026Q1: 146,787 shares 146,787 $34.9M 1.68% -2,162 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; 2024Q2: 41,725 shares; 2024Q3: 44,970 shares; 2024Q4: 45,553 shares; 2025Q1: 49,485 shares; 2025Q2: 50,799 shares; 2025Q3: 63,240 shares; 2025Q4: 63,789 shares; 2026Q1: 63,513 shares 63,513 $34.9M 1.68% -276 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; 2024Q2: 15,404 shares; 2024Q3: 16,650 shares; 2024Q4: 268,639 shares; 2025Q1: 458,562 shares; 2025Q2: 578,779 shares; 2025Q3: 578,974 shares; 2025Q4: 589,675 shares; 2026Q1: 579,556 shares 579,556 $34.1M 1.64% -10,119 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; 2024Q2: 33,096 shares; 2024Q3: 32,876 shares; 2024Q4: 31,231 shares; 2025Q1: 32,082 shares; 2025Q2: 33,461 shares; 2025Q3: 34,898 shares; 2025Q4: 35,374 shares; 2026Q1: 35,900 shares 35,900 $33M 1.59% +526 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,248 shares; 2024Q3: 23,240 shares; 2024Q4: 23,221 shares; 2025Q1: 24,135 shares; 2025Q2: 27,214 shares; 2025Q3: 44,173 shares; 2025Q4: 44,226 shares; 2026Q1: 43,814 shares 43,814 $31M 1.49% -412 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 426,499 shares; 2024Q3: 420,825 shares; 2024Q4: 322,604 shares; 2025Q1: 324,115 shares; 2025Q2: 332,544 shares; 2025Q3: 325,277 shares; 2025Q4: 322,576 shares; 2026Q1: 322,819 shares 322,819 $30M 1.44% +243 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; 2024Q2: 416,356 shares; 2024Q3: 424,745 shares; 2024Q4: 426,917 shares; 2025Q1: 357,860 shares; 2025Q2: 368,811 shares; 2025Q3: 375,920 shares; 2025Q4: 380,544 shares; 2026Q1: 385,163 shares 385,163 $29.9M 1.44% +4,619 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,628 shares; 2024Q3: 174,310 shares; 2024Q4: 157,447 shares; 2025Q1: 155,674 shares; 2025Q2: 155,987 shares; 2025Q3: 146,788 shares; 2025Q4: 91,452 shares; 2026Q1: 94,899 shares 94,899 $29.4M 1.41% +3,447 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 92,387 shares; 2024Q3: 95,505 shares; 2024Q4: 99,525 shares; 2025Q1: 125,215 shares; 2025Q2: 157,289 shares; 2025Q3: 162,406 shares; 2025Q4: 129,820 shares; 2026Q1: 132,880 shares 132,880 $26.3M 1.26% +3,060 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 108,670 shares; 2024Q3: 112,949 shares; 2024Q4: 115,515 shares; 2025Q1: 119,439 shares; 2025Q2: 124,092 shares; 2025Q3: 121,148 shares; 2025Q4: 120,916 shares; 2026Q1: 122,607 shares 122,607 $26.2M 1.26% +1,691 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,446 shares; 2025Q4: 116,901 shares; 2026Q1: 117,008 shares 117,008 $25M 1.2% +107 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; 2024Q2: 43,497 shares; 2024Q3: 43,247 shares; 2024Q4: 43,194 shares; 2025Q1: 42,927 shares; 2025Q2: 42,961 shares; 2025Q3: 42,711 shares; 2025Q4: 41,825 shares; 2026Q1: 42,058 shares 42,058 $24.3M 1.17% +233 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,000 shares; 2025Q4: 27,640 shares; 2026Q1: 28,298 shares 28,298 $23.9M 1.15% +658 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; 2024Q2: 293,327 shares; 2024Q3: 358,562 shares; 2024Q4: 512,303 shares; 2025Q1: 611,032 shares; 2025Q2: 697,947 shares; 2025Q3: 731,665 shares; 2025Q4: 775,869 shares; 2026Q1: 870,241 shares 870,241 $23.7M 1.14% +94,372 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 38,135 shares; 2024Q3: 39,085 shares; 2024Q4: 39,530 shares; 2025Q1: 38,890 shares; 2025Q2: 43,736 shares; 2025Q3: 128,572 shares; 2025Q4: 130,318 shares; 2026Q1: 133,636 shares 133,636 $23.3M 1.12% +3,318 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,466 shares; 2025Q3: 67,286 shares; 2025Q4: 68,205 shares; 2026Q1: 68,323 shares 68,323 $23.1M 1.11% +118 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 53,331 shares; 2024Q3: 54,638 shares; 2024Q4: 55,547 shares; 2025Q1: 56,711 shares; 2025Q2: 66,874 shares; 2025Q3: 69,661 shares; 2025Q4: 72,145 shares; 2026Q1: 75,937 shares 75,937 $23M 1.1% +3,792 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; 2024Q2: 33,851 shares; 2024Q3: 34,576 shares; 2024Q4: 35,059 shares; 2025Q1: 35,270 shares; 2025Q2: 36,407 shares; 2025Q3: 37,025 shares; 2025Q4: 36,713 shares; 2026Q1: 36,766 shares 36,766 $22M 1.06% +53 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 208,281 shares; 2024Q3: 239,578 shares; 2024Q4: 242,277 shares; 2025Q1: 248,281 shares; 2025Q2: 253,957 shares; 2025Q3: 293,304 shares; 2025Q4: 300,021 shares; 2026Q1: 314,898 shares 314,898 $21.4M 1.03% +14,877 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,067 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,955 shares; 2025Q3: 136,809 shares; 2025Q4: 236,415 shares; 2026Q1: 240,881 shares 240,881 $21.2M 1.02% +4,466 Timeline BSCV 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; 2024Q2: 11,851 shares; 2024Q3: 11,851 shares; 2024Q4: 11,851 shares; 2025Q1: 11,851 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277,144 shares; 2026Q1: 1,242,679 shares 1,242,679 $20.5M 0.98% -34,465 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 154,310 shares; 2024Q3: 156,481 shares; 2024Q4: 157,641 shares; 2025Q1: 134,767 shares; 2025Q2: 142,557 shares; 2025Q3: 147,873 shares; 2025Q4: 87,229 shares; 2026Q1: 90,190 shares 90,190 $19.6M 0.94% +2,961 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; 2024Q2: 705,056 shares; 2024Q3: 715,634 shares; 2024Q4: 721,532 shares; 2025Q1: 730,964 shares; 2025Q2: 731,742 shares; 2025Q3: 732,087 shares; 2025Q4: 795,990 shares; 2026Q1: 774,486 shares 774,486 $19.2M 0.92% -21,504 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; 2024Q2: 124,073 shares; 2024Q3: 125,819 shares; 2024Q4: 124,002 shares; 2025Q1: 101,010 shares; 2025Q2: 104,224 shares; 2025Q3: 108,751 shares; 2025Q4: 110,872 shares; 2026Q1: 77,734 shares 77,734 $18.8M 0.91% -33,138 Timeline FLMI 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215,115 shares; 2025Q2: 220,265 shares; 2025Q3: 434,571 shares; 2025Q4: 608,577 shares; 2026Q1: 746,251 shares 746,251 $18.5M 0.89% +137,674 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; 2024Q2: 252,223 shares; 2024Q3: 256,344 shares; 2024Q4: 258,141 shares; 2025Q1: 260,645 shares; 2025Q2: 259,665 shares; 2025Q3: 258,064 shares; 2025Q4: 248,247 shares; 2026Q1: 244,394 shares 244,394 $18.4M 0.88% -3,853 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,337 shares; 2025Q3: 48,033 shares; 2025Q4: 49,229 shares; 2026Q1: 50,502 shares 50,502 $17.3M 0.83% +1,273 Timeline VUSB 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; 2024Q2: 109,139 shares; 2024Q3: 145,082 shares; 2024Q4: 164,030 shares; 2025Q1: 208,853 shares; 2025Q2: 245,580 shares; 2025Q3: 265,916 shares; 2025Q4: 282,561 shares; 2026Q1: 326,580 shares 326,580 $16.3M 0.78% +44,019 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,426 shares; 2025Q2: 249,589 shares; 2025Q3: 241,575 shares; 2025Q4: 251,552 shares; 2026Q1: 257,538 shares 257,538 $15.6M 0.75% +5,986 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; 2024Q2: 15,621 shares; 2024Q3: 14,427 shares; 2024Q4: 14,039 shares; 2025Q1: 18,360 shares; 2025Q2: 18,364 shares; 2025Q3: 18,012 shares; 2025Q4: 19,065 shares; 2026Q1: 515,189 shares 515,189 $14.9M 0.72% +496,124 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176,811 shares; 2025Q3: 261,863 shares; 2025Q4: 266,382 shares; 2026Q1: 269,102 shares 269,102 $14.9M 0.71% +2,720 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,893 shares; 2025Q2: 290,469 shares; 2025Q3: 332,116 shares; 2025Q4: 348,686 shares; 2026Q1: 396,639 shares 396,639 $14.8M 0.71% +47,953 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; 2024Q2: 16,472 shares; 2024Q3: 17,145 shares; 2024Q4: 17,926 shares; 2025Q1: 18,449 shares; 2025Q2: 19,668 shares; 2025Q3: 23,266 shares; 2025Q4: 24,003 shares; 2026Q1: 25,309 shares 25,309 $14.5M 0.7% +1,306 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,560 shares; 2024Q3: 77,242 shares; 2024Q4: 85,273 shares; 2025Q1: 99,799 shares; 2025Q2: 114,877 shares; 2025Q3: 120,236 shares; 2025Q4: 126,909 shares; 2026Q1: 140,960 shares 140,960 $14M 0.67% +14,051 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 534,113 shares; 2024Q3: 543,833 shares; 2024Q4: 547,562 shares; 2025Q1: 591,128 shares; 2025Q2: 622,789 shares; 2025Q3: 641,990 shares; 2025Q4: 619,568 shares; 2026Q1: 668,643 shares 668,643 $13.3M 0.64% +49,075 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 598,348 shares; 2024Q3: 642,551 shares; 2024Q4: 655,457 shares; 2025Q1: 682,018 shares; 2025Q2: 691,196 shares; 2025Q3: 500,108 shares; 2025Q4: 518,202 shares; 2026Q1: 534,964 shares 534,964 $12.9M 0.62% +16,762 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 149,339 shares; 2024Q3: 149,096 shares; 2024Q4: 454,278 shares; 2025Q1: 463,899 shares; 2025Q2: 472,490 shares; 2025Q3: 472,025 shares; 2025Q4: 478,351 shares; 2026Q1: 484,717 shares 484,717 $12.2M 0.58% +6,366 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 136,670 shares; 2024Q3: 139,844 shares; 2024Q4: 144,278 shares; 2025Q1: 149,070 shares; 2025Q2: 156,285 shares; 2025Q3: 157,916 shares; 2025Q4: 161,710 shares; 2026Q1: 161,983 shares 161,983 $10.9M 0.53% +273 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,396 shares; 2025Q3: 150,725 shares; 2025Q4: 148,471 shares; 2026Q1: 143,078 shares 143,078 $10.7M 0.52% -5,393 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,511 shares; 2026Q1: 78,400 shares 78,400 $10.3M 0.49% +5,889 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; 2024Q2: 107,620 shares; 2024Q3: 106,372 shares; 2024Q4: 315,091 shares; 2025Q1: 330,983 shares; 2025Q2: 320,282 shares; 2025Q3: 263,600 shares; 2025Q4: 245,401 shares; 2026Q1: 240,638 shares 240,638 $7.41M 0.36% -4,763 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; 2024Q2: 28,131 shares; 2024Q3: 28,120 shares; 2024Q4: 27,975 shares; 2025Q1: 27,614 shares; 2025Q2: 27,285 shares; 2025Q3: 26,610 shares; 2025Q4: 25,585 shares; 2026Q1: 24,991 shares 24,991 $7.18M 0.34% -594 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,164 shares; 2024Q3: 22,828 shares; 2024Q4: 23,855 shares; 2025Q1: 25,944 shares; 2025Q2: 29,722 shares; 2025Q3: 31,411 shares; 2025Q4: 33,510 shares; 2026Q1: 35,826 shares 35,826 $6.87M 0.33% +2,316 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 370,690 shares; 2024Q3: 384,358 shares; 2024Q4: 387,478 shares; 2025Q1: 214,158 shares; 2025Q2: 246,860 shares; 2025Q3: 256,459 shares; 2025Q4: 290,982 shares; 2026Q1: 294,981 shares 294,981 $6.05M 0.29% +3,999 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,657 shares; 2025Q3: 60,504 shares; 2025Q4: 98,321 shares; 2026Q1: 107,389 shares 107,389 $5.89M 0.28% +9,068 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 107,937 shares; 2024Q3: 107,547 shares; 2024Q4: 109,577 shares; 2025Q1: 112,955 shares; 2025Q2: 27,987 shares; 2025Q3: 27,618 shares; 2025Q4: 26,796 shares; 2026Q1: 26,462 shares 26,462 $5.48M 0.26% -334 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; 2024Q2: 92,742 shares; 2024Q3: 97,522 shares; 2024Q4: 100,319 shares; 2025Q1: 105,306 shares; 2025Q2: 107,517 shares; 2025Q3: 13,557 shares; 2025Q4: 13,869 shares; 2026Q1: 13,942 shares 13,942 $5.35M 0.26% +73 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; 2024Q2: 8,159 shares; 2024Q3: 7,929 shares; 2024Q4: 7,885 shares; 2025Q1: 7,830 shares; 2025Q2: 7,911 shares; 2025Q3: 8,148 shares; 2025Q4: 8,184 shares; 2026Q1: 8,107 shares 8,107 $5.27M 0.25% -77 Timeline JMUB 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; 2024Q2: 94,154 shares; 2024Q3: 119,051 shares; 2024Q4: 139,864 shares; 2025Q1: 132,168 shares; 2025Q2: 116,887 shares; 2025Q3: 109,152 shares; 2025Q4: 103,665 shares; 2026Q1: 104,564 shares 104,564 $5.23M 0.25% +899 Timeline RDVY 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; 2024Q2: 70,582 shares; 2024Q3: 70,439 shares; 2024Q4: 71,145 shares; 2025Q1: 74,301 shares; 2025Q2: 75,564 shares; 2025Q3: 75,808 shares; 2025Q4: 75,352 shares; 2026Q1: 75,898 shares 75,898 $5.18M 0.25% +546 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 66,661 shares; 2024Q3: 71,522 shares; 2024Q4: 66,643 shares; 2025Q1: 69,590 shares; 2025Q2: 76,376 shares; 2025Q3: 81,413 shares; 2025Q4: 84,595 shares; 2026Q1: 102,682 shares 102,682 $5.15M 0.25% +18,087 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 84,746 shares; 2024Q3: 87,692 shares; 2024Q4: 88,688 shares; 2025Q1: 95,526 shares; 2025Q2: 96,712 shares; 2025Q3: 99,637 shares; 2025Q4: 100,519 shares; 2026Q1: 103,274 shares 103,274 $4.86M 0.23% +2,755 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,385 shares; 2025Q4: 91,641 shares; 2026Q1: 92,985 shares 92,985 $4.85M 0.23% +1,344 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,512 shares; 2024Q3: 14,593 shares; 2024Q4: 14,685 shares; 2025Q1: 15,062 shares; 2025Q2: 15,117 shares; 2025Q3: 15,775 shares; 2025Q4: 15,746 shares; 2026Q1: 15,538 shares 15,538 $4.47M 0.21% -208 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,423 shares; 2024Q3: 32,483 shares; 2024Q4: 33,406 shares; 2025Q1: 32,358 shares; 2025Q2: 32,459 shares; 2025Q3: 32,647 shares; 2025Q4: 32,655 shares; 2026Q1: 32,516 shares 32,516 $4.04M 0.19% -139 Timeline XMMO 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,048 shares; 2025Q2: 15,436 shares; 2025Q3: 26,021 shares; 2025Q4: 26,899 shares; 2026Q1: 27,169 shares 27,169 $3.94M 0.19% +270 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; 2024Q2: 23,513 shares; 2024Q3: 25,282 shares; 2024Q4: 25,978 shares; 2025Q1: 28,294 shares; 2025Q2: 33,149 shares; 2025Q3: 37,006 shares; 2025Q4: 42,363 shares; 2026Q1: 46,875 shares 46,875 $3.72M 0.18% +4,512 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; 2024Q2: 24,553 shares; 2024Q3: 23,117 shares; 2024Q4: 22,204 shares; 2025Q1: 20,457 shares; 2025Q2: 21,364 shares; 2025Q3: 20,833 shares; 2025Q4: 20,839 shares; 2026Q1: 20,601 shares 20,601 $3.5M 0.17% -238 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; 2024Q2: 30,395 shares; 2024Q3: 36,468 shares; 2024Q4: 37,687 shares; 2025Q1: 40,072 shares; 2025Q2: 42,583 shares; 2025Q3: 38,573 shares; 2025Q4: 40,969 shares; 2026Q1: 43,337 shares 43,337 $3.17M 0.15% +2,368 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; 2024Q2: 6,011 shares; 2024Q3: 5,900 shares; 2024Q4: 5,887 shares; 2025Q1: 5,730 shares; 2025Q2: 5,873 shares; 2025Q3: 5,955 shares; 2025Q4: 5,881 shares; 2026Q1: 5,811 shares 5,811 $2.78M 0.13% -70 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; 2024Q2: 3,676 shares; 2024Q3: 3,725 shares; 2024Q4: 3,768 shares; 2025Q1: 3,773 shares; 2025Q2: 3,756 shares; 2025Q3: 3,757 shares; 2025Q4: 3,716 shares; 2026Q1: 3,832 shares 3,832 $2.67M 0.13% +116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,639 shares; 2024Q3: 7,227 shares; 2024Q4: 6,507 shares; 2025Q1: 6,814 shares; 2025Q2: 7,253 shares; 2025Q3: 7,568 shares; 2025Q4: 8,062 shares; 2026Q1: 8,542 shares 8,542 $2.65M 0.13% +480 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; 2024Q2: 6,363 shares; 2024Q3: 6,520 shares; 2024Q4: 6,724 shares; 2025Q1: 6,688 shares; 2025Q2: 6,819 shares; 2025Q3: 7,016 shares; 2025Q4: 7,109 shares; 2026Q1: 7,275 shares 7,275 $2.39M 0.11% +166 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,445 shares 25,445 $2.18M 0.1% new 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; 2024Q2: 9,746 shares; 2024Q3: 9,746 shares; 2024Q4: 9,577 shares; 2025Q1: 9,485 shares; 2025Q2: 9,100 shares; 2025Q3: 8,128 shares; 2025Q4: 7,803 shares; 2026Q1: 7,396 shares 7,396 $2.01M 0.1% -407 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,956 shares; 2024Q3: 10,263 shares; 2024Q4: 9,242 shares; 2025Q1: 9,731 shares; 2025Q2: 18,301 shares; 2025Q3: 23,963 shares; 2025Q4: 35,569 shares; 2026Q1: 40,325 shares 40,325 $1.97M 0.09% +4,756 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 907 shares; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 926 shares; 2025Q2: 925 shares; 2025Q3: 956 shares; 2025Q4: 2,606 shares; 2026Q1: 2,643 shares 2,643 $1.73M 0.08% +37 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,445 shares; 2024Q3: 12,151 shares; 2024Q4: 14,099 shares; 2025Q1: 16,085 shares; 2025Q2: 24,749 shares; 2025Q3: 25,582 shares; 2025Q4: 27,359 shares; 2026Q1: 28,700 shares 28,700 $1.59M 0.08% +1,341 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,289 shares; 2024Q3: 4,289 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,060 shares; 2025Q3: 4,061 shares; 2025Q4: 3,459 shares; 2026Q1: 3,462 shares 3,462 $1.54M 0.07% +3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,917 shares; 2024Q3: 3,917 shares; 2024Q4: 3,917 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 11,161 shares; 2025Q4: 11,709 shares; 2026Q1: 11,928 shares 11,928 $1.48M 0.07% +219 Timeline FDN 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; 2024Q2: 6,623 shares; 2024Q3: 6,368 shares; 2024Q4: 6,412 shares; 2025Q1: 6,390 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares; 2025Q4: 6,355 shares; 2026Q1: 6,072 shares 6,072 $1.42M 0.07% -283 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,362 shares; 2024Q3: 5,491 shares; 2024Q4: 5,652 shares; 2025Q1: 5,023 shares; 2025Q2: 5,100 shares; 2025Q3: 5,371 shares; 2025Q4: 5,348 shares; 2026Q1: 5,451 shares 5,451 $1.33M 0.06% +103 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,794 shares; 2024Q3: 3,103 shares; 2024Q4: 3,743 shares; 2025Q1: 4,192 shares; 2025Q2: 5,006 shares; 2025Q3: 5,006 shares; 2025Q4: 5,024 shares; 2026Q1: 5,130 shares 5,130 $1.28M 0.06% +106 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,309 shares; 2024Q3: 2,266 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $1.26M 0.06% 0 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; 2024Q2: 32,487 shares; 2024Q3: 36,139 shares; 2024Q4: 40,539 shares; 2025Q1: 45,331 shares; 2025Q2: 38,570 shares; 2025Q3: 23,730 shares; 2025Q4: 20,712 shares; 2026Q1: 19,900 shares 19,900 $1.24M 0.06% -812 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 908 shares; 2024Q3: 983 shares; 2024Q4: 1,073 shares; 2025Q1: 1,155 shares; 2025Q2: 1,223 shares; 2025Q3: 1,287 shares; 2025Q4: 1,360 shares; 2026Q1: 1,376 shares 1,376 $1.19M 0.06% +16 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,731 shares; 2024Q3: 8,397 shares; 2024Q4: 7,428 shares; 2025Q1: 7,418 shares; 2025Q2: 5,862 shares; 2025Q3: 5,862 shares; 2025Q4: 5,651 shares; 2026Q1: 5,651 shares 5,651 $1.16M 0.06% 0 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; 2024Q2: 25,798 shares; 2024Q3: 24,419 shares; 2024Q4: 24,823 shares; 2025Q1: 22,822 shares; 2025Q2: 22,477 shares; 2025Q3: 22,494 shares; 2025Q4: 22,155 shares; 2026Q1: 22,154 shares 22,154 $1.08M 0.05% -1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,580 shares; 2024Q3: 39,581 shares; 2024Q4: 39,273 shares; 2025Q1: 39,274 shares; 2025Q2: 39,276 shares; 2025Q3: 37,788 shares; 2025Q4: 36,367 shares; 2026Q1: 36,369 shares 36,369 $1.02M 0.05% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,949 shares; 2024Q3: 5,964 shares; 2024Q4: 5,977 shares; 2025Q1: 5,987 shares; 2025Q2: 6,000 shares; 2025Q3: 6,362 shares; 2025Q4: 6,373 shares; 2026Q1: 6,378 shares 6,378 $966K 0.05% +5 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,176 shares; 2025Q1: 23,280 shares; 2025Q2: 22,518 shares; 2025Q3: 18,620 shares; 2025Q4: 18,623 shares; 2026Q1: 18,127 shares 18,127 $904K 0.04% -496 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; 2024Q2: 4,818 shares; 2024Q3: 4,814 shares; 2024Q4: 4,814 shares; 2025Q1: 4,778 shares; 2025Q2: 4,760 shares; 2025Q3: 4,769 shares; 2025Q4: 4,239 shares; 2026Q1: 4,129 shares 4,129 $888K 0.04% -110 Timeline FXL 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; 2024Q2: 5,774 shares; 2024Q3: 5,655 shares; 2024Q4: 5,562 shares; 2025Q1: 5,562 shares; 2025Q2: 5,562 shares; 2025Q3: 5,562 shares; 2025Q4: 5,462 shares; 2026Q1: 5,462 shares 5,462 $868K 0.04% 0 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; 2024Q2: 7,131 shares; 2024Q3: 6,931 shares; 2024Q4: 6,734 shares; 2025Q1: 6,740 shares; 2025Q2: 6,480 shares; 2025Q3: 6,391 shares; 2025Q4: 5,830 shares; 2026Q1: 5,623 shares 5,623 $833K 0.04% -207 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; 2024Q2: 1,837 shares; 2024Q3: 1,839 shares; 2024Q4: 1,843 shares; 2025Q1: 1,878 shares; 2025Q2: 2,057 shares; 2025Q3: 2,097 shares; 2025Q4: 1,924 shares; 2026Q1: 1,889 shares 1,889 $825K 0.04% -35 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,299 shares; 2024Q3: 6,299 shares; 2024Q4: 5,078 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 6,269 shares; 2026Q1: 6,232 shares 6,232 $816K 0.04% -37 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,063 shares; 2024Q3: 4,994 shares; 2024Q4: 6,614 shares; 2025Q1: 6,963 shares; 2025Q2: 7,535 shares; 2025Q3: 8,004 shares; 2025Q4: 8,383 shares; 2026Q1: 7,042 shares 7,042 $809K 0.04% -1,341 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,723 shares; 2024Q3: 18,212 shares; 2024Q4: 16,222 shares; 2025Q1: 16,222 shares; 2025Q2: 16,102 shares; 2025Q3: 16,079 shares; 2025Q4: 15,566 shares; 2026Q1: 13,976 shares 13,976 $745K 0.04% -1,590 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 474 shares; 2024Q3: 474 shares; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 467 shares; 2026Q1: 476 shares 476 $701K 0.03% +9 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,576 shares; 2025Q4: 2,568 shares; 2026Q1: 4,569 shares 4,569 $668K 0.03% +2,001 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,783 shares; 2025Q4: 4,930 shares; 2026Q1: 4,999 shares 4,999 $655K 0.03% +69 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; 2024Q2: 3,897 shares; 2024Q3: 3,898 shares; 2024Q4: 3,900 shares; 2025Q1: 3,402 shares; 2025Q2: 3,404 shares; 2025Q3: 3,353 shares; 2025Q4: 3,303 shares; 2026Q1: 3,305 shares 3,305 $634K 0.03% +2 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; 2024Q2: 12,393 shares; 2024Q3: 11,595 shares; 2024Q4: 11,598 shares; 2025Q1: 12,278 shares; 2025Q2: 12,281 shares; 2025Q3: 12,285 shares; 2025Q4: 12,519 shares; 2026Q1: 12,523 shares 12,523 $618K 0.03% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,200 shares; 2024Q3: 1,125 shares; 2024Q4: 1,141 shares; 2025Q1: 1,128 shares; 2025Q2: 1,098 shares; 2025Q3: 1,374 shares; 2025Q4: 1,249 shares; 2026Q1: 1,228 shares 1,228 $614K 0.03% -21 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,008 shares; 2024Q3: 2,010 shares; 2024Q4: 2,012 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,014 shares; 2025Q4: 1,984 shares; 2026Q1: 2,017 shares 2,017 $603K 0.03% +33 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,028 shares; 2024Q3: 5,035 shares; 2024Q4: 5,043 shares; 2025Q1: 5,050 shares; 2025Q2: 5,056 shares; 2025Q3: 11,028 shares; 2025Q4: 11,036 shares; 2026Q1: 11,635 shares 11,635 $587K 0.03% +599 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,359 shares; 2025Q4: 4,403 shares; 2026Q1: 4,441 shares 4,441 $561K 0.03% +38 Timeline FDSB FIFTH DIST BANCORP INC More: the full row for FIFTH DIST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,999 shares; 2025Q4: 34,999 shares; 2026Q1: 37,741 shares 37,741 $559K 0.03% +2,742 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,437 shares; 2024Q3: 5,233 shares; 2024Q4: 5,437 shares; 2025Q1: 5,370 shares; 2025Q2: 5,369 shares; 2025Q3: 5,833 shares; 2025Q4: 5,817 shares; 2026Q1: 5,708 shares 5,708 $551K 0.03% -109 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 762 shares; 2024Q3: 880 shares; 2024Q4: 916 shares; 2025Q1: 827 shares; 2025Q2: 922 shares; 2025Q3: 1,015 shares; 2025Q4: 1,088 shares; 2026Q1: 1,119 shares 1,119 $549K 0.03% +31 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; 2024Q2: 23,300 shares; 2024Q3: 23,531 shares; 2024Q4: 24,253 shares; 2025Q1: 24,880 shares; 2025Q2: 25,696 shares; 2025Q3: 21,588 shares; 2025Q4: 3,801 shares; 2026Q1: 3,701 shares 3,701 $543K 0.03% -100 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; 2024Q2: 4,953 shares; 2024Q3: 4,955 shares; 2024Q4: 4,901 shares; 2025Q1: 4,535 shares; 2025Q2: 4,531 shares; 2025Q3: 4,322 shares; 2025Q4: 4,300 shares; 2026Q1: 3,480 shares 3,480 $503K 0.02% -820 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 557 shares; 2024Q3: 517 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 546 shares; 2025Q3: 529 shares; 2025Q4: 5,151 shares; 2026Q1: 5,197 shares 5,197 $500K 0.02% +46 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; 2024Q2: 8,908 shares; 2024Q3: 9,202 shares; 2024Q4: 9,078 shares; 2025Q1: 9,833 shares; 2025Q2: 3,883 shares; 2025Q3: 3,828 shares; 2025Q4: 3,954 shares; 2026Q1: 4,123 shares 4,123 $496K 0.02% +169 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,227 shares; 2024Q3: 1,233 shares; 2024Q4: 1,205 shares; 2025Q1: 1,217 shares; 2025Q2: 1,304 shares; 2025Q3: 1,358 shares; 2025Q4: 1,344 shares; 2026Q1: 1,332 shares 1,332 $495K 0.02% -12 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,467 shares; 2024Q3: 4,467 shares; 2024Q4: 4,467 shares; 2025Q1: 4,467 shares; 2025Q2: 4,467 shares; 2025Q3: 4,467 shares; 2025Q4: 8,934 shares; 2026Q1: 8,934 shares 8,934 $463K 0.02% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,153 shares; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,058 shares; 2026Q1: 892 shares 892 $441K 0.02% -166 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,701 shares; 2024Q3: 12,946 shares; 2024Q4: 8,452 shares; 2025Q1: 5,740 shares; 2025Q2: 1,913 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $437K 0.02% new 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; 2024Q2: 1,825 shares; 2024Q3: 1,826 shares; 2024Q4: 1,827 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,709 shares; 2025Q4: 3,352 shares; 2026Q1: 3,283 shares 3,283 $436K 0.02% -69 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,515 shares; 2025Q4: 2,687 shares; 2026Q1: 2,839 shares 2,839 $427K 0.02% +152 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,984 shares; 2024Q3: not reported; 2024Q4: 2,190 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,231 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares 2,231 $412K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,948 shares; 2024Q3: 2,948 shares; 2024Q4: 2,948 shares; 2025Q1: 2,948 shares; 2025Q2: 2,948 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares; 2026Q1: 3,124 shares 3,124 $409K 0.02% +112 Timeline QTEC 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; 2024Q2: 1,874 shares; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares 1,874 $405K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 50,992 shares; 2024Q3: not reported; 2024Q4: 42,803 shares; 2025Q1: 42,803 shares; 2025Q2: 42,803 shares; 2025Q3: 42,803 shares; 2025Q4: 42,803 shares; 2026Q1: 36,286 shares 36,286 $401K 0.02% -6,517 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,343 shares; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares 4,343 $397K 0.02% 0 Timeline FIW 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; 2024Q2: 3,803 shares; 2024Q3: 3,808 shares; 2024Q4: 3,818 shares; 2025Q1: 3,822 shares; 2025Q2: 3,830 shares; 2025Q3: 3,836 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares 3,843 $396K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,784 shares; 2024Q3: 1,713 shares; 2024Q4: 1,720 shares; 2025Q1: 1,724 shares; 2025Q2: 1,709 shares; 2025Q3: 1,498 shares; 2025Q4: 1,504 shares; 2026Q1: 1,505 shares 1,505 $394K 0.02% +1 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 791 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 882 shares 882 $380K 0.02% 0 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; 2024Q2: 1,540 shares; 2024Q3: 1,539 shares; 2024Q4: 1,540 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,580 shares; 2025Q4: 1,564 shares; 2026Q1: 1,561 shares 1,561 $369K 0.02% -3 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; 2024Q2: 2,181 shares; 2024Q3: 2,182 shares; 2024Q4: 2,183 shares; 2025Q1: 2,236 shares; 2025Q2: 2,237 shares; 2025Q3: 2,238 shares; 2025Q4: 2,266 shares; 2026Q1: 2,267 shares 2,267 $367K 0.02% +1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,352 shares; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares; 2026Q1: 3,216 shares 3,216 $364K 0.02% -136 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; 2024Q2: 2,165 shares; 2024Q3: 2,160 shares; 2024Q4: 2,041 shares; 2025Q1: 1,901 shares; 2025Q2: 2,112 shares; 2025Q3: 1,714 shares; 2025Q4: 2,159 shares; 2026Q1: 2,173 shares 2,173 $359K 0.02% +14 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,990 shares; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,164 shares; 2025Q3: 4,062 shares; 2025Q4: 4,093 shares; 2026Q1: 1,935 shares 1,935 $353K 0.02% -2,158 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,115 shares; 2025Q4: 1,103 shares; 2026Q1: 1,162 shares 1,162 $351K 0.02% +59 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; 2024Q2: 2,131 shares; 2024Q3: 1,936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,389 shares; 2025Q4: 1,285 shares; 2026Q1: 1,313 shares 1,313 $324K 0.02% +28 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 1,986 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,953 shares 1,953 $321K 0.02% -32 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; 2024Q2: 4,114 shares; 2024Q3: 4,159 shares; 2024Q4: 4,227 shares; 2025Q1: 4,065 shares; 2025Q2: 4,018 shares; 2025Q3: 4,061 shares; 2025Q4: 4,046 shares; 2026Q1: 4,206 shares 4,206 $320K 0.02% +160 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 1,580 shares; 2025Q4: 1,530 shares; 2026Q1: 1,653 shares 1,653 $319K 0.02% +123 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; 2024Q2: 2,901 shares; 2024Q3: 2,901 shares; 2024Q4: 2,699 shares; 2025Q1: 2,706 shares; 2025Q2: 2,635 shares; 2025Q3: 2,463 shares; 2025Q4: 4,842 shares; 2026Q1: 4,817 shares 4,817 $295K 0.01% -25 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,139 shares; 2024Q4: 1,140 shares; 2025Q1: 1,083 shares; 2025Q2: 1,104 shares; 2025Q3: 1,545 shares; 2025Q4: not reported; 2026Q1: 1,021 shares 1,021 $290K 0.01% new 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; 2024Q2: 1,004 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 840 shares 840 $287K 0.01% -35 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,399 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,553 shares 2,553 $287K 0.01% +98 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 5,049 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares; 2026Q1: 5,230 shares 5,230 $282K 0.01% +279 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 690 shares; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $281K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,525 shares; 2024Q3: 1,525 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $274K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,633 shares; 2024Q3: 1,659 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,900 shares; 2025Q3: 2,004 shares; 2025Q4: 1,821 shares; 2026Q1: 1,857 shares 1,857 $273K 0.01% +36 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 120,476 shares; 2024Q3: 123,522 shares; 2024Q4: 125,094 shares; 2025Q1: 108,221 shares; 2025Q2: 111,988 shares; 2025Q3: 2,636 shares; 2025Q4: 2,591 shares; 2026Q1: 2,646 shares 2,646 $272K 0.01% +55 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,134 shares; 2025Q3: 3,135 shares; 2025Q4: 3,136 shares; 2026Q1: 3,532 shares 3,532 $269K 0.01% +396 Timeline PHO 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; 2024Q2: 4,362 shares; 2024Q3: 4,103 shares; 2024Q4: 4,247 shares; 2025Q1: 4,248 shares; 2025Q2: 4,249 shares; 2025Q3: 4,250 shares; 2025Q4: 4,542 shares; 2026Q1: 4,013 shares 4,013 $268K 0.01% -529 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; 2024Q2: 1,379 shares; 2024Q3: 1,379 shares; 2024Q4: 1,380 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $261K 0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,090 shares 5,090 $258K 0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,162 shares; 2024Q3: 18,162 shares; 2024Q4: 18,162 shares; 2025Q1: 13,162 shares; 2025Q2: 13,162 shares; 2025Q3: 13,162 shares; 2025Q4: 11,726 shares; 2026Q1: 11,195 shares 11,195 $255K 0.01% -531 Timeline XSVM 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; 2024Q2: 11,938 shares; 2024Q3: 12,965 shares; 2024Q4: 12,765 shares; 2025Q1: 4,287 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares 4,180 $252K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 1,083 shares; 2025Q3: 1,105 shares; 2025Q4: 866 shares; 2026Q1: 873 shares 873 $248K 0.01% +7 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,479 shares; 2024Q3: 1,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 1,563 shares; 2025Q4: 1,760 shares; 2026Q1: 1,543 shares 1,543 $240K 0.01% -217 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares 1,453 $233K 0.01% 0 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; 2024Q2: 1,685 shares; 2024Q3: 1,724 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares; 2026Q1: 1,144 shares 1,144 $233K 0.01% -10 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166 $229K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $226K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,979 shares; 2024Q3: 2,979 shares; 2024Q4: 2,341 shares; 2025Q1: 2,231 shares; 2025Q2: 2,430 shares; 2025Q3: 2,179 shares; 2025Q4: 2,449 shares; 2026Q1: 1,701 shares 1,701 $225K 0.01% -748 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; 2024Q2: 72,698 shares; 2024Q3: 75,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares 917 $224K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,773 shares; 2024Q3: 3,474 shares; 2024Q4: 2,970 shares; 2025Q1: 2,529 shares; 2025Q2: 2,573 shares; 2025Q3: 2,707 shares; 2025Q4: 2,828 shares; 2026Q1: 2,684 shares 2,684 $222K 0.01% -144 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251 shares 251 $219K 0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares 3,302 $218K 0.01% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,107 shares 1,107 $217K 0.01% -9 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,905 shares; 2024Q3: 2,905 shares; 2024Q4: 2,905 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,682 shares; 2025Q4: 2,450 shares; 2026Q1: 2,196 shares 2,196 $214K 0.01% -254 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,624 shares; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,665 shares 1,665 $212K 0.01% -47 Timeline FXD 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; 2024Q2: not reported; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265 $209K 0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,575 shares; 2024Q3: 6,575 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,044 shares 5,044 $208K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,147 shares 3,147 $208K 0.01% new Timeline FXR 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares 2,501 $204K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 838 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $203K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 587,608 shares; 2024Q3: 728,829 shares; 2024Q4: 432,388 shares; 2025Q1: 445,208 shares; 2025Q2: 2,741 shares; 2025Q3: 2,351 shares; 2025Q4: 2,171 shares; 2026Q1: 1,853 shares 1,853 $202K 0.01% -318 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,309 shares; 2024Q3: 11,469 shares; 2024Q4: 11,469 shares; 2025Q1: 10,168 shares; 2025Q2: 10,167 shares; 2025Q3: 10,167 shares; 2025Q4: 10,167 shares; 2026Q1: 10,167 shares 10,167 $117K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,214 shares 13,214 $91.8K <0.01% new Timeline