IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,375 shares; 2024Q4: 145,779 shares; 2025Q1: 109,960 shares; 2025Q2: 98,554 shares; 2025Q3: 89,252 shares; 2025Q4: 145,644 shares; 2026Q1: 152,274 shares; 2026Q2: 151,429 shares 151,429 $113M 13.22% -845 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,223 shares; 2024Q4: 268,631 shares; 2025Q1: 347,644 shares; 2025Q2: 357,930 shares; 2025Q3: 355,603 shares; 2025Q4: 349,763 shares; 2026Q1: 358,309 shares; 2026Q2: 360,925 shares 360,925 $37.5M 4.37% +2,616 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216,219 shares; 2025Q2: 200,067 shares; 2025Q3: 239,998 shares; 2025Q4: 284,617 shares; 2026Q1: 399,057 shares; 2026Q2: 470,589 shares 470,589 $37.4M 4.35% +71,532 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: 81,022 shares; 2024Q4: 143,843 shares; 2025Q1: 272,546 shares; 2025Q2: 360,540 shares; 2025Q3: 407,110 shares; 2025Q4: 415,845 shares; 2026Q1: 470,452 shares; 2026Q2: 503,832 shares 503,832 $34.3M 3.99% +33,380 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,674 shares; 2024Q4: 271,488 shares; 2025Q1: 288,568 shares; 2025Q2: 298,023 shares; 2025Q3: 303,197 shares; 2025Q4: 332,166 shares; 2026Q1: 335,535 shares; 2026Q2: 330,744 shares 330,744 $32.7M 3.82% -4,791 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,649 shares; 2024Q4: 1,091,357 shares; 2025Q1: 795,860 shares; 2025Q2: 721,720 shares; 2025Q3: 752,622 shares; 2025Q4: 955,487 shares; 2026Q1: 933,002 shares; 2026Q2: 826,801 shares 826,801 $28M 3.26% -106,201 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: 156,897 shares; 2024Q4: 180,724 shares; 2025Q1: 196,696 shares; 2025Q2: 194,552 shares; 2025Q3: 183,588 shares; 2025Q4: 195,096 shares; 2026Q1: 234,613 shares; 2026Q2: 232,682 shares 232,682 $25M 2.92% -1,931 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,113 shares; 2024Q4: 150,101 shares; 2025Q1: 308,038 shares; 2025Q2: 369,737 shares; 2025Q3: 424,075 shares; 2025Q4: 447,309 shares; 2026Q1: 397,856 shares; 2026Q2: 399,413 shares 399,413 $24.8M 2.89% +1,557 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: 378,295 shares; 2026Q1: 634,211 shares; 2026Q2: 458,867 shares 458,867 $24.2M 2.82% -175,344 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 364,126 shares; 2026Q2: 428,462 shares 428,462 $22.4M 2.61% +64,336 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,589 shares; 2024Q4: 122,145 shares; 2025Q1: 161,368 shares; 2025Q2: 165,799 shares; 2025Q3: 165,323 shares; 2025Q4: 167,000 shares; 2026Q1: 174,205 shares; 2026Q2: 174,962 shares 174,962 $19.3M 2.25% +757 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,129 shares; 2024Q4: 50,111 shares; 2025Q1: 58,060 shares; 2025Q2: 72,846 shares; 2025Q3: 74,734 shares; 2025Q4: 24,850 shares; 2026Q1: 28,192 shares; 2026Q2: 25,692 shares 25,692 $19.2M 2.24% -2,500 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,550 shares; 2024Q4: 57,766 shares; 2025Q1: 125,477 shares; 2025Q2: 155,755 shares; 2025Q3: 182,984 shares; 2025Q4: 167,324 shares; 2026Q1: 172,606 shares; 2026Q2: 136,013 shares 136,013 $16.7M 1.95% -36,593 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: 943 shares; 2024Q4: 2,404 shares; 2025Q1: 18,220 shares; 2025Q2: 16,852 shares; 2025Q3: 17,701 shares; 2025Q4: 17,597 shares; 2026Q1: 22,954 shares; 2026Q2: 22,629 shares 22,629 $16.7M 1.94% -325 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,953 shares; 2025Q2: 71,556 shares; 2025Q3: 86,324 shares; 2025Q4: 95,820 shares; 2026Q1: 142,882 shares; 2026Q2: 188,631 shares 188,631 $15.6M 1.81% +45,749 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,123 shares; 2024Q4: 105,918 shares; 2025Q1: 197,889 shares; 2025Q2: 271,456 shares; 2025Q3: 317,760 shares; 2025Q4: 300,888 shares; 2026Q1: 169,584 shares; 2026Q2: 173,756 shares 173,756 $14.9M 1.74% +4,172 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,473 shares; 2026Q2: 105,559 shares 105,559 $14.2M 1.66% +40,086 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,437 shares; 2024Q4: 56,063 shares; 2025Q1: 116,519 shares; 2025Q2: 139,829 shares; 2025Q3: 167,919 shares; 2025Q4: 123,455 shares; 2026Q1: 150,468 shares; 2026Q2: 185,555 shares 185,555 $14.2M 1.66% +35,087 Timeline IWB 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: 701 shares; 2025Q1: 1,986 shares; 2025Q2: 2,334 shares; 2025Q3: 2,335 shares; 2025Q4: 2,230 shares; 2026Q1: 1,562 shares; 2026Q2: 32,447 shares 32,447 $13.3M 1.55% +30,885 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,823 shares; 2024Q4: 84,911 shares; 2025Q1: 80,587 shares; 2025Q2: 93,044 shares; 2025Q3: 99,207 shares; 2025Q4: 103,143 shares; 2026Q1: 97,995 shares; 2026Q2: 78,139 shares 78,139 $12.3M 1.43% -19,856 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,591 shares; 2026Q1: 160,859 shares; 2026Q2: 194,252 shares 194,252 $9.78M 1.14% +33,393 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,486 shares; 2024Q4: 57,192 shares; 2025Q1: 66,928 shares; 2025Q2: 76,108 shares; 2025Q3: 78,443 shares; 2025Q4: 86,140 shares; 2026Q1: 91,537 shares; 2026Q2: 91,942 shares 91,942 $9.4M 1.1% +405 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,623 shares; 2024Q4: 80,249 shares; 2025Q1: 105,204 shares; 2025Q2: 120,010 shares; 2025Q3: 141,877 shares; 2025Q4: 151,826 shares; 2026Q1: 150,925 shares; 2026Q2: 177,153 shares 177,153 $9.27M 1.08% +26,228 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,298 shares; 2024Q4: 22,124 shares; 2025Q1: 26,617 shares; 2025Q2: 29,731 shares; 2025Q3: 30,841 shares; 2025Q4: 30,626 shares; 2026Q1: 31,218 shares; 2026Q2: 30,580 shares 30,580 $9.19M 1.07% -638 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,973 shares; 2024Q4: 161,601 shares; 2025Q1: 189,862 shares; 2025Q2: 196,598 shares; 2025Q3: 197,492 shares; 2025Q4: 198,800 shares; 2026Q1: 207,161 shares; 2026Q2: 203,147 shares 203,147 $8.88M 1.03% -4,014 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,411 shares; 2025Q2: 53,344 shares; 2025Q3: 59,837 shares; 2025Q4: 61,781 shares; 2026Q1: 126,493 shares; 2026Q2: 140,013 shares 140,013 $8.44M 0.98% +13,520 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,157 shares; 2025Q3: 77,136 shares; 2025Q4: 75,537 shares; 2026Q1: 136,345 shares; 2026Q2: 157,897 shares 157,897 $7.99M 0.93% +21,552 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,913 shares; 2024Q4: 37,073 shares; 2025Q1: 85,393 shares; 2025Q2: 110,725 shares; 2025Q3: 129,902 shares; 2025Q4: 137,392 shares; 2026Q1: 139,456 shares; 2026Q2: 167,117 shares 167,117 $7.6M 0.89% +27,661 Timeline IYK 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: 92,857 shares; 2026Q2: 94,306 shares 94,306 $6.85M 0.8% +1,449 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,440 shares; 2026Q1: 168,880 shares; 2026Q2: 274,022 shares 274,022 $6.65M 0.77% +105,142 Timeline IYG 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: 59,817 shares; 2026Q1: 77,515 shares; 2026Q2: 66,997 shares 66,997 $6.06M 0.71% -10,518 Timeline SPGM 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: 108,743 shares; 2024Q4: 103,115 shares; 2025Q1: 91,558 shares; 2025Q2: 86,171 shares; 2025Q3: 81,398 shares; 2025Q4: 77,736 shares; 2026Q1: 75,789 shares; 2026Q2: 69,155 shares 69,155 $5.92M 0.69% -6,634 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,273 shares; 2025Q2: 128,457 shares; 2025Q3: 155,838 shares; 2025Q4: 73,327 shares; 2026Q1: 173,945 shares; 2026Q2: 196,100 shares 196,100 $5.9M 0.69% +22,155 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,279 shares; 2026Q2: 257,154 shares 257,154 $5.86M 0.68% +53,875 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,812 shares; 2024Q4: 127,326 shares; 2025Q1: 75,050 shares; 2025Q2: 59,691 shares; 2025Q3: 54,225 shares; 2025Q4: 107,849 shares; 2026Q1: 89,236 shares; 2026Q2: 86,903 shares 86,903 $5.86M 0.68% -2,333 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,821 shares; 2024Q4: 87,550 shares; 2025Q1: 85,407 shares; 2025Q2: 93,240 shares; 2025Q3: 92,034 shares; 2025Q4: 91,599 shares; 2026Q1: 92,493 shares; 2026Q2: 82,611 shares 82,611 $5.74M 0.67% -9,882 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,199 shares; 2025Q2: 19,917 shares; 2025Q3: 19,918 shares; 2025Q4: 20,491 shares; 2026Q1: 32,428 shares; 2026Q2: 34,382 shares 34,382 $5.65M 0.66% +1,954 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: 1,736 shares; 2024Q4: 2,287 shares; 2025Q1: 5,512 shares; 2025Q2: 5,355 shares; 2025Q3: 5,349 shares; 2025Q4: 7,848 shares; 2026Q1: 5,572 shares; 2026Q2: 15,249 shares 15,249 $5.64M 0.66% +9,677 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,161 shares; 2024Q4: 76,529 shares; 2025Q1: 71,003 shares; 2025Q2: 76,677 shares; 2025Q3: 70,948 shares; 2025Q4: 63,439 shares; 2026Q1: 62,888 shares; 2026Q2: 57,776 shares 57,776 $5.64M 0.66% -5,112 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,549 shares; 2024Q4: 9,356 shares; 2025Q1: 35,127 shares; 2025Q2: 51,636 shares; 2025Q3: 51,406 shares; 2025Q4: 50,601 shares; 2026Q1: 72,837 shares; 2026Q2: 75,068 shares 75,068 $5.35M 0.62% +2,231 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: 21,504 shares; 2024Q4: 23,597 shares; 2025Q1: 21,874 shares; 2025Q2: 22,017 shares; 2025Q3: 21,693 shares; 2025Q4: 21,389 shares; 2026Q1: 18,834 shares; 2026Q2: 18,349 shares 18,349 $5.31M 0.62% -485 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,510 shares; 2025Q2: 32,304 shares; 2025Q3: 110,917 shares; 2025Q4: 132,620 shares; 2026Q1: 178,741 shares; 2026Q2: 165,096 shares 165,096 $5.26M 0.61% -13,645 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: 34,201 shares; 2024Q4: 37,629 shares; 2025Q1: 47,038 shares; 2025Q2: 49,569 shares; 2025Q3: 42,648 shares; 2025Q4: 35,061 shares; 2026Q1: 26,270 shares; 2026Q2: 25,164 shares 25,164 $5.04M 0.59% -1,106 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,097 shares; 2025Q2: 38,680 shares; 2025Q3: 45,820 shares; 2025Q4: 36,414 shares; 2026Q1: 33,965 shares; 2026Q2: 39,646 shares 39,646 $4.66M 0.54% +5,681 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425,363 shares; 2024Q4: 371,205 shares; 2025Q1: 199,386 shares; 2025Q2: 157,448 shares; 2025Q3: 104,531 shares; 2025Q4: 94,796 shares; 2026Q1: 76,910 shares; 2026Q2: 73,606 shares 73,606 $4.58M 0.53% -3,304 Timeline SCHV 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: 91,317 shares; 2025Q3: 97,770 shares; 2025Q4: 96,583 shares; 2026Q1: 120,739 shares; 2026Q2: 123,721 shares 123,721 $4.31M 0.5% +2,982 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,316 shares; 2025Q1: 11,450 shares; 2025Q2: 22,928 shares; 2025Q3: 26,930 shares; 2025Q4: 27,301 shares; 2026Q1: 40,642 shares; 2026Q2: 41,938 shares 41,938 $4.21M 0.49% +1,296 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: 20,245 shares; 2024Q4: 22,308 shares; 2025Q1: 28,128 shares; 2025Q2: 29,879 shares; 2025Q3: 29,586 shares; 2025Q4: 19,947 shares; 2026Q1: 13,176 shares; 2026Q2: 10,742 shares 10,742 $3.84M 0.45% -2,434 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 12,190 shares; 2026Q1: 12,389 shares; 2026Q2: 13,934 shares 13,934 $3.38M 0.39% +1,545 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,358 shares; 2024Q4: 54,837 shares; 2025Q1: 40,386 shares; 2025Q2: 37,898 shares; 2025Q3: 48,295 shares; 2025Q4: 56,758 shares; 2026Q1: 57,229 shares; 2026Q2: 60,492 shares 60,492 $3.21M 0.37% +3,263 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: 11,865 shares; 2024Q4: 12,891 shares; 2025Q1: 15,588 shares; 2025Q2: 16,187 shares; 2025Q3: 16,096 shares; 2025Q4: 13,570 shares; 2026Q1: 9,176 shares; 2026Q2: 8,479 shares 8,479 $3.16M 0.37% -697 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,789 shares; 2025Q2: 75,283 shares; 2025Q3: 74,957 shares; 2025Q4: 75,828 shares; 2026Q1: 63,638 shares; 2026Q2: 42,405 shares 42,405 $3.11M 0.36% -21,233 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 2,274 shares; 2025Q3: 3,560 shares; 2025Q4: 4,046 shares; 2026Q1: 4,272 shares; 2026Q2: 4,679 shares 4,679 $3.07M 0.36% +407 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,541 shares; 2024Q4: 13,336 shares; 2025Q1: 44,930 shares; 2025Q2: 51,579 shares; 2025Q3: 58,178 shares; 2025Q4: 53,905 shares; 2026Q1: 37,606 shares; 2026Q2: 38,947 shares 38,947 $2.94M 0.34% +1,341 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,362 shares; 2026Q1: 25,509 shares; 2026Q2: 29,516 shares 29,516 $2.91M 0.34% +4,007 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,294 shares; 2026Q1: 8,816 shares; 2026Q2: 55,210 shares 55,210 $2.8M 0.33% +46,394 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,667 shares; 2025Q2: 40,950 shares; 2025Q3: 42,739 shares; 2025Q4: 43,276 shares; 2026Q1: 36,398 shares; 2026Q2: 34,032 shares 34,032 $2.77M 0.32% -2,366 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 2,593 shares; 2025Q1: 2,124 shares; 2025Q2: 4,494 shares; 2025Q3: 3,893 shares; 2025Q4: 3,925 shares; 2026Q1: 3,933 shares; 2026Q2: 3,968 shares 3,968 $2.73M 0.32% +35 Timeline ICLN 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: 126,336 shares; 2025Q2: 144,172 shares; 2025Q3: 144,278 shares; 2025Q4: 144,272 shares; 2026Q1: 137,813 shares; 2026Q2: 129,074 shares 129,074 $2.64M 0.31% -8,739 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: 6,510 shares; 2024Q4: 8,397 shares; 2025Q1: 8,127 shares; 2025Q2: 8,102 shares; 2025Q3: 8,297 shares; 2025Q4: 11,060 shares; 2026Q1: 10,177 shares; 2026Q2: 10,659 shares 10,659 $2.54M 0.3% +482 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,573 shares; 2024Q4: 16,185 shares; 2025Q1: 15,986 shares; 2025Q2: 18,428 shares; 2025Q3: 18,608 shares; 2025Q4: 42,315 shares; 2026Q1: 36,700 shares; 2026Q2: 63,841 shares 63,841 $2.13M 0.25% +27,141 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,269 shares; 2025Q3: 53,067 shares; 2025Q4: 6,684 shares; 2026Q1: 13,691 shares; 2026Q2: 18,606 shares 18,606 $2.12M 0.25% +4,915 Timeline JSMD 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 18,141 shares; 2026Q2: 20,953 shares 20,953 $2.12M 0.25% +2,812 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,626 shares; 2025Q2: 2,118 shares; 2025Q3: 2,115 shares; 2025Q4: 2,748 shares; 2026Q1: 2,668 shares; 2026Q2: 17,543 shares 17,543 $2.1M 0.24% +14,875 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,429 shares; 2024Q4: 46,393 shares; 2025Q1: 33,624 shares; 2025Q2: 26,788 shares; 2025Q3: 18,955 shares; 2025Q4: 17,064 shares; 2026Q1: 17,462 shares; 2026Q2: 36,677 shares 36,677 $2.07M 0.24% +19,215 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: not reported; 2025Q4: 2,021 shares; 2026Q1: 10,233 shares; 2026Q2: 11,729 shares 11,729 $2M 0.23% +1,496 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,864 shares; 2024Q4: 15,216 shares; 2025Q1: 29,347 shares; 2025Q2: 26,326 shares; 2025Q3: 29,266 shares; 2025Q4: 28,539 shares; 2026Q1: 7,596 shares; 2026Q2: 7,741 shares 7,741 $1.95M 0.23% +145 Timeline PTIN 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: 12,616 shares; 2025Q2: 12,376 shares; 2025Q3: 12,376 shares; 2025Q4: 12,376 shares; 2026Q1: 12,376 shares; 2026Q2: 52,631 shares 52,631 $1.93M 0.22% +40,255 Timeline JUSA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,673 shares 28,673 $1.93M 0.22% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,327 shares; 2025Q1: 140,426 shares; 2025Q2: 146,245 shares; 2025Q3: 181,804 shares; 2025Q4: 204,702 shares; 2026Q1: 17,115 shares; 2026Q2: 21,958 shares 21,958 $1.82M 0.21% +4,843 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,084 shares; 2025Q1: 27,892 shares; 2025Q2: 33,348 shares; 2025Q3: 33,520 shares; 2025Q4: 37,736 shares; 2026Q1: 40,328 shares; 2026Q2: 47,401 shares 47,401 $1.79M 0.21% +7,073 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: 3,375 shares; 2024Q4: 3,563 shares; 2025Q1: 4,661 shares; 2025Q2: 4,786 shares; 2025Q3: 5,129 shares; 2025Q4: 4,875 shares; 2026Q1: 4,747 shares; 2026Q2: 4,967 shares 4,967 $1.75M 0.2% +220 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 11,727 shares; 2026Q1: 5,809 shares; 2026Q2: 20,414 shares 20,414 $1.75M 0.2% +14,605 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 4,691 shares; 2025Q4: 6,557 shares; 2026Q1: 4,320 shares; 2026Q2: 4,603 shares 4,603 $1.74M 0.2% +283 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,818 shares; 2024Q4: 6,808 shares; 2025Q1: 6,816 shares; 2025Q2: 6,862 shares; 2025Q3: 6,874 shares; 2025Q4: 6,884 shares; 2026Q1: 7,190 shares; 2026Q2: 7,227 shares 7,227 $1.61M 0.19% +37 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,942 shares; 2024Q4: 5,785 shares; 2025Q1: 6,228 shares; 2025Q2: 5,832 shares; 2025Q3: 5,950 shares; 2025Q4: 5,922 shares; 2026Q1: 6,060 shares; 2026Q2: 6,135 shares 6,135 $1.56M 0.18% +75 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,777 shares; 2025Q4: 17,390 shares; 2026Q1: 19,092 shares; 2026Q2: 23,265 shares 23,265 $1.53M 0.18% +4,173 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,508 shares; 2026Q2: 15,240 shares 15,240 $1.5M 0.18% +1,732 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,306 shares; 2025Q2: 12,488 shares; 2025Q3: 12,488 shares; 2025Q4: 12,843 shares; 2026Q1: 10,807 shares; 2026Q2: 9,145 shares 9,145 $1.5M 0.17% -1,662 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 978 shares; 2025Q1: 4,330 shares; 2025Q2: 4,424 shares; 2025Q3: 4,384 shares; 2025Q4: 3,631 shares; 2026Q1: 2,717 shares; 2026Q2: 2,596 shares 2,596 $1.46M 0.17% -121 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,170 shares; 2024Q4: 8,842 shares; 2025Q1: 11,157 shares; 2025Q2: 11,861 shares; 2025Q3: 11,725 shares; 2025Q4: 9,016 shares; 2026Q1: 4,919 shares; 2026Q2: 4,089 shares 4,089 $1.4M 0.16% -830 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: 2,111 shares; 2024Q4: 3,055 shares; 2025Q1: 2,450 shares; 2025Q2: 2,569 shares; 2025Q3: 2,630 shares; 2025Q4: 2,908 shares; 2026Q1: 2,878 shares; 2026Q2: 3,063 shares 3,063 $1.29M 0.15% +185 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 2,209 shares; 2025Q1: 5,112 shares; 2025Q2: 5,031 shares; 2025Q3: 5,806 shares; 2025Q4: 5,811 shares; 2026Q1: 5,981 shares; 2026Q2: 7,722 shares 7,722 $1.28M 0.15% +1,741 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,487 shares; 2026Q2: 19,375 shares 19,375 $1.24M 0.14% +6,888 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 2,454 shares; 2025Q1: 3,098 shares; 2025Q2: 3,282 shares; 2025Q3: 3,091 shares; 2025Q4: 2,529 shares; 2026Q1: 1,356 shares; 2026Q2: 1,029 shares 1,029 $1.23M 0.14% -327 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,077 shares; 2026Q2: 17,272 shares 17,272 $1.23M 0.14% +1,195 Timeline PTNQ 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: 3,041 shares; 2025Q2: 3,041 shares; 2025Q3: 3,041 shares; 2025Q4: 3,041 shares; 2026Q1: 3,041 shares; 2026Q2: 12,913 shares 12,913 $1.14M 0.13% +9,872 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,188 shares; 2026Q2: 12,221 shares 12,221 $1.12M 0.13% +7,033 Timeline BOTT THEMES ETF TR More: the full row for THEMES 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: 21,766 shares 21,766 $1.11M 0.13% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,062 shares; 2026Q2: 19,818 shares 19,818 $1.06M 0.12% +13,756 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,518 shares; 2025Q2: 8,265 shares; 2025Q3: 11,312 shares; 2025Q4: 11,341 shares; 2026Q1: 11,992 shares; 2026Q2: 11,153 shares 11,153 $1.04M 0.12% -839 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares; 2026Q2: 900 shares 900 $1.04M 0.12% +136 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,393 shares; 2026Q2: 5,194 shares 5,194 $996K 0.12% +2,801 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 3,724 shares; 2025Q1: 12,443 shares; 2025Q2: 15,211 shares; 2025Q3: 19,055 shares; 2025Q4: 15,440 shares; 2026Q1: 13,687 shares; 2026Q2: 10,366 shares 10,366 $950K 0.11% -3,321 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,691 shares; 2024Q4: 31,850 shares; 2025Q1: 41,714 shares; 2025Q2: 46,757 shares; 2025Q3: 54,215 shares; 2025Q4: 8,919 shares; 2026Q1: 7,256 shares; 2026Q2: 7,581 shares 7,581 $943K 0.11% +325 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 2,277 shares; 2025Q1: 2,282 shares; 2025Q2: 2,253 shares; 2025Q3: 2,280 shares; 2025Q4: 2,288 shares; 2026Q1: 2,754 shares; 2026Q2: 2,664 shares 2,664 $940K 0.11% -90 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 14,836 shares; 2025Q1: 19,010 shares; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,815 shares; 2026Q1: 4,001 shares; 2026Q2: 10,756 shares 10,756 $930K 0.11% +6,755 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 857 shares; 2025Q1: 910 shares; 2025Q2: 922 shares; 2025Q3: 885 shares; 2025Q4: 884 shares; 2026Q1: 961 shares; 2026Q2: 991 shares 991 $927K 0.11% +30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,470 shares; 2025Q1: 3,483 shares; 2025Q2: 3,485 shares; 2025Q3: 3,487 shares; 2025Q4: 3,485 shares; 2026Q1: 3,496 shares; 2026Q2: 3,414 shares 3,414 $923K 0.11% -82 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 8,005 shares; 2025Q1: 9,762 shares; 2025Q2: 10,221 shares; 2025Q3: 1,419 shares; 2025Q4: 1,402 shares; 2026Q1: 5,375 shares; 2026Q2: 7,336 shares 7,336 $913K 0.11% +1,961 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,413 shares; 2026Q2: 19,178 shares 19,178 $900K 0.1% +11,765 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,237 shares 1,237 $894K 0.1% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,494 shares; 2026Q1: 8,452 shares; 2026Q2: 17,106 shares 17,106 $872K 0.1% +8,654 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 19,154 shares; 2025Q4: 21,571 shares; 2026Q1: 22,283 shares; 2026Q2: 29,789 shares 29,789 $870K 0.1% +7,506 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E 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: 11,021 shares; 2026Q2: 42,844 shares 42,844 $870K 0.1% +31,823 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,647 shares; 2025Q1: 2,046 shares; 2025Q2: 2,235 shares; 2025Q3: 2,204 shares; 2025Q4: 1,672 shares; 2026Q1: 841 shares; 2026Q2: 638 shares 638 $868K 0.1% -203 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,675 shares 28,675 $865K 0.1% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 2,560 shares; 2026Q1: 4,408 shares; 2026Q2: 4,482 shares 4,482 $854K 0.1% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,550 shares 17,550 $850K 0.1% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,411 shares; 2026Q2: 3,558 shares 3,558 $842K 0.1% +1,147 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: 1,672 shares; 2025Q1: 2,048 shares; 2025Q2: 2,143 shares; 2025Q3: 3,953 shares; 2025Q4: 2,939 shares; 2026Q1: 1,426 shares; 2026Q2: 1,113 shares 1,113 $841K 0.1% -313 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,128 shares; 2025Q1: 3,138 shares; 2025Q2: 3,139 shares; 2025Q3: 2,912 shares; 2025Q4: 2,938 shares; 2026Q1: 3,007 shares; 2026Q2: 3,312 shares 3,312 $833K 0.1% +305 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 3,168 shares; 2025Q1: 3,943 shares; 2025Q2: 4,374 shares; 2025Q3: 4,147 shares; 2025Q4: 3,290 shares; 2026Q1: 1,899 shares; 2026Q2: 1,658 shares 1,658 $830K 0.1% -241 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,644 shares; 2026Q2: 9,479 shares 9,479 $826K 0.1% +3,835 Timeline IEV 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: 5,145 shares; 2025Q1: 11,783 shares; 2025Q2: 14,137 shares; 2025Q3: 13,892 shares; 2025Q4: 13,653 shares; 2026Q1: 13,303 shares; 2026Q2: 10,962 shares 10,962 $799K 0.09% -2,341 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,318 shares; 2024Q4: 189,459 shares; 2025Q1: 131,943 shares; 2025Q2: 102,894 shares; 2025Q3: 73,691 shares; 2025Q4: 71,837 shares; 2026Q1: 65,616 shares; 2026Q2: 43,046 shares 43,046 $793K 0.09% -22,570 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,406 shares; 2024Q4: 3,720 shares; 2025Q1: 4,713 shares; 2025Q2: 4,909 shares; 2025Q3: 4,892 shares; 2025Q4: 3,761 shares; 2026Q1: 1,942 shares; 2026Q2: 1,543 shares 1,543 $793K 0.09% -399 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,965 shares; 2026Q2: 8,275 shares 8,275 $790K 0.09% +310 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,748 shares 5,748 $786K 0.09% new Timeline JSI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 9,455 shares; 2025Q4: 8,184 shares; 2026Q1: 12,668 shares; 2026Q2: 15,104 shares 15,104 $773K 0.09% +2,436 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,877 shares; 2024Q4: 8,907 shares; 2025Q1: 15,586 shares; 2025Q2: 14,286 shares; 2025Q3: 14,179 shares; 2025Q4: 14,730 shares; 2026Q1: 10,501 shares; 2026Q2: 14,722 shares 14,722 $734K 0.09% +4,221 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 22,567 shares 22,567 $733K 0.09% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 557 shares; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 572 shares; 2025Q4: 596 shares; 2026Q1: 635 shares; 2026Q2: 683 shares 683 $727K 0.08% +48 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,411 shares; 2025Q1: 12,462 shares; 2025Q2: 21,638 shares; 2025Q3: 21,483 shares; 2025Q4: 21,388 shares; 2026Q1: 22,918 shares; 2026Q2: 17,329 shares 17,329 $725K 0.08% -5,589 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,860 shares; 2025Q1: 10,190 shares; 2025Q2: 12,144 shares; 2025Q3: 12,193 shares; 2025Q4: 13,796 shares; 2026Q1: 14,781 shares; 2026Q2: 16,003 shares 16,003 $714K 0.08% +1,222 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,274 shares; 2025Q2: 2,261 shares; 2025Q3: 2,221 shares; 2025Q4: 2,206 shares; 2026Q1: 2,181 shares; 2026Q2: 8,624 shares 8,624 $695K 0.08% +6,443 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,573 shares; 2024Q4: 34,444 shares; 2025Q1: 22,584 shares; 2025Q2: 20,298 shares; 2025Q3: 19,490 shares; 2025Q4: 16,729 shares; 2026Q1: 16,729 shares; 2026Q2: 13,735 shares 13,735 $694K 0.08% -2,994 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,147 shares; 2024Q4: 6,823 shares; 2025Q1: 8,598 shares; 2025Q2: 9,017 shares; 2025Q3: 8,692 shares; 2025Q4: 6,587 shares; 2026Q1: 3,069 shares; 2026Q2: 2,196 shares 2,196 $691K 0.08% -873 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,354 shares 3,354 $663K 0.08% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 1,349 shares; 2025Q3: 1,339 shares; 2025Q4: 1,408 shares; 2026Q1: 1,011 shares; 2026Q2: 7,543 shares 7,543 $650K 0.08% +6,532 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: 3,784 shares; 2024Q4: 4,682 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 4,582 shares; 2025Q4: 4,599 shares; 2026Q1: 4,645 shares; 2026Q2: 4,679 shares 4,679 $644K 0.07% +34 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,478 shares; 2024Q4: 6,489 shares; 2025Q1: 4,927 shares; 2025Q2: 4,922 shares; 2025Q3: 5,021 shares; 2025Q4: 5,005 shares; 2026Q1: 4,914 shares; 2026Q2: 4,695 shares 4,695 $641K 0.07% -219 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 15,068 shares 15,068 $631K 0.07% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,808 shares; 2025Q4: 9,656 shares; 2026Q1: 10,220 shares; 2026Q2: 10,220 shares 10,220 $580K 0.07% 0 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 15,084 shares; 2026Q1: 19,576 shares; 2026Q2: 19,090 shares 19,090 $573K 0.07% -486 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,960 shares; 2025Q3: 12,754 shares; 2025Q4: 12,854 shares; 2026Q1: 17,148 shares; 2026Q2: 17,861 shares 17,861 $566K 0.07% +713 Timeline PTMC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,504 shares 13,504 $565K 0.07% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,904 shares; 2025Q4: 1,887 shares; 2026Q1: 2,009 shares; 2026Q2: 3,845 shares 3,845 $563K 0.07% +1,836 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,199 shares; 2024Q4: 5,085 shares; 2025Q1: 4,799 shares; 2025Q2: 4,851 shares; 2025Q3: 4,686 shares; 2025Q4: 4,755 shares; 2026Q1: 4,901 shares; 2026Q2: 4,910 shares 4,910 $556K 0.06% +9 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 276 shares 276 $549K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 4,348 shares; 2025Q1: 5,535 shares; 2025Q2: 5,916 shares; 2025Q3: 5,606 shares; 2025Q4: 4,510 shares; 2026Q1: 1,843 shares; 2026Q2: 1,267 shares 1,267 $540K 0.06% -576 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691 shares; 2026Q2: 1,314 shares 1,314 $535K 0.06% -377 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,460 shares; 2024Q4: 8,081 shares; 2025Q1: 8,023 shares; 2025Q2: 8,021 shares; 2025Q3: 6,992 shares; 2025Q4: 8,103 shares; 2026Q1: 8,232 shares; 2026Q2: 8,082 shares 8,082 $520K 0.06% -150 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 32,938 shares; 2026Q2: 58,130 shares 58,130 $509K 0.06% +25,192 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,386 shares; 2026Q1: 3,258 shares; 2026Q2: 2,650 shares 2,650 $467K 0.05% -608 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,890 shares 17,890 $464K 0.05% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 2,566 shares; 2025Q4: 2,921 shares; 2026Q1: 2,921 shares; 2026Q2: 3,798 shares 3,798 $440K 0.05% +877 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $433K 0.05% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 3,898 shares; 2026Q2: 2,959 shares 2,959 $423K 0.05% -939 Timeline IXG 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: 3,503 shares; 2026Q2: 3,375 shares 3,375 $420K 0.05% -128 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 21,910 shares 21,910 $413K 0.05% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,697 shares 6,697 $412K 0.05% 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: 1,743 shares; 2024Q4: 1,943 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,757 shares; 2026Q1: 1,777 shares; 2026Q2: 1,792 shares 1,792 $407K 0.05% +15 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,989 shares; 2025Q1: 2,177 shares; 2025Q2: 2,466 shares; 2025Q3: 1,928 shares; 2025Q4: 1,758 shares; 2026Q1: 3,522 shares; 2026Q2: 2,677 shares 2,677 $406K 0.05% -845 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: 733 shares; 2025Q3: 887 shares; 2025Q4: 958 shares; 2026Q1: 1,176 shares; 2026Q2: 1,195 shares 1,195 $391K 0.05% +19 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,717 shares; 2024Q4: 18,979 shares; 2025Q1: 8,266 shares; 2025Q2: 8,234 shares; 2025Q3: 6,320 shares; 2025Q4: 6,060 shares; 2026Q1: 6,340 shares; 2026Q2: 7,728 shares 7,728 $391K 0.05% +1,388 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 1,122 shares; 2026Q1: 1,165 shares; 2026Q2: 1,260 shares 1,260 $386K 0.04% +95 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,567 shares; 2026Q2: 12,723 shares 12,723 $386K 0.04% +156 Timeline EDGQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,504 shares 13,504 $385K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,688 shares; 2026Q2: 4,127 shares 4,127 $375K 0.04% -561 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,766 shares; 2026Q2: 3,752 shares 3,752 $372K 0.04% -1,014 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,281 shares; 2026Q1: not reported; 2026Q2: 5,074 shares 5,074 $372K 0.04% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,886 shares; 2026Q2: 7,310 shares 7,310 $372K 0.04% +1,424 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 2,080 shares; 2025Q1: 2,141 shares; 2025Q2: 2,118 shares; 2025Q3: 2,123 shares; 2025Q4: 2,348 shares; 2026Q1: 2,449 shares; 2026Q2: 2,520 shares 2,520 $370K 0.04% +71 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares; 2026Q2: 3,114 shares 3,114 $366K 0.04% +274 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,224 shares; 2025Q1: 10,379 shares; 2025Q2: 10,587 shares; 2025Q3: 8,999 shares; 2025Q4: 8,416 shares; 2026Q1: 7,050 shares; 2026Q2: 7,306 shares 7,306 $365K 0.04% +256 Timeline VMBS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,317 shares; 2026Q2: 7,772 shares 7,772 $364K 0.04% +3,455 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $356K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,439 shares 2,439 $341K 0.04% new Timeline VTWO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675 shares; 2026Q2: 2,798 shares 2,798 $340K 0.04% +123 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares; 2026Q2: 2,999 shares 2,999 $319K 0.04% +636 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,221 shares; 2024Q4: 6,483 shares; 2025Q1: not reported; 2025Q2: 2,105 shares; 2025Q3: 2,194 shares; 2025Q4: 2,376 shares; 2026Q1: 2,598 shares; 2026Q2: 2,693 shares 2,693 $314K 0.04% +95 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 940 shares 940 $312K 0.04% -310 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 817 shares; 2025Q1: 830 shares; 2025Q2: 834 shares; 2025Q3: 836 shares; 2025Q4: 845 shares; 2026Q1: 864 shares; 2026Q2: 874 shares 874 $310K 0.04% +10 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: 2,854 shares 2,854 $306K 0.04% +660 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,750 shares; 2025Q3: 12,017 shares; 2025Q4: 6,616 shares; 2026Q1: 6,616 shares; 2026Q2: 6,616 shares 6,616 $303K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,675 shares 5,675 $301K 0.04% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $292K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES 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: 13,231 shares; 2025Q4: 9,959 shares; 2026Q1: 5,073 shares; 2026Q2: 3,967 shares 3,967 $286K 0.03% -1,106 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 381 shares; 2025Q2: 384 shares; 2025Q3: 372 shares; 2025Q4: 3,691 shares; 2026Q1: 3,940 shares; 2026Q2: 3,897 shares 3,897 $278K 0.03% -43 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,691 shares; 2025Q4: 15,369 shares; 2026Q1: 5,535 shares; 2026Q2: 3,645 shares 3,645 $276K 0.03% -1,890 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,328 shares; 2025Q1: 1,372 shares; 2025Q2: 1,399 shares; 2025Q3: 1,465 shares; 2025Q4: 1,419 shares; 2026Q1: 1,189 shares; 2026Q2: 1,240 shares 1,240 $271K 0.03% +51 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,416 shares 5,416 $263K 0.03% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares; 2026Q2: 1,416 shares 1,416 $257K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 591 shares 591 $256K 0.03% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 6,470 shares 6,470 $256K 0.03% new Timeline SCHE 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: 6,635 shares; 2025Q4: 7,506 shares; 2026Q1: 8,153 shares; 2026Q2: 6,851 shares 6,851 $248K 0.03% -1,302 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares 1,940 $248K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 2,431 shares; 2025Q1: 2,331 shares; 2025Q2: 2,338 shares; 2025Q3: 2,368 shares; 2025Q4: 2,371 shares; 2026Q1: 2,393 shares; 2026Q2: 2,526 shares 2,526 $243K 0.03% +133 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares; 2026Q1: 2,591 shares; 2026Q2: 2,591 shares 2,591 $242K 0.03% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $237K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares 1,571 $230K 0.03% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 996 shares; 2026Q2: 986 shares 986 $226K 0.03% -10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,664 shares 4,664 $222K 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,897 shares; 2024Q4: 8,721 shares; 2025Q1: 7,159 shares; 2025Q2: 7,159 shares; 2025Q3: not reported; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares; 2026Q2: 5,251 shares 5,251 $218K 0.03% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,598 shares 3,598 $214K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $210K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $207K 0.02% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,488 shares 4,488 $207K 0.02% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,078 shares 4,078 $205K 0.02% new Timeline SCHM 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: 2,959 shares; 2024Q4: 8,877 shares; 2025Q1: not reported; 2025Q2: 7,237 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares; 2026Q1: not reported; 2026Q2: 5,514 shares 5,514 $203K 0.02% new Timeline