ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,864 shares; 2024Q4: 278,626 shares; 2025Q1: 700,551 shares; 2025Q2: 767,895 shares; 2025Q3: 671,175 shares; 2025Q4: 731,069 shares; 2026Q1: 764,380 shares; 2026Q2: 812,880 shares 812,880 $41.1M 10.3% +48,500 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,823 shares; 2024Q4: 478,776 shares; 2025Q1: 636,696 shares; 2025Q2: 644,302 shares; 2025Q3: 659,402 shares; 2025Q4: 573,706 shares; 2026Q1: 622,088 shares; 2026Q2: 663,198 shares 663,198 $24.2M 6.07% +41,110 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638,066 shares; 2024Q4: 555,560 shares; 2025Q1: 450,723 shares; 2025Q2: 477,925 shares; 2025Q3: 493,987 shares; 2025Q4: 551,871 shares; 2026Q1: 591,669 shares; 2026Q2: 603,424 shares 603,424 $22.6M 5.68% +11,755 Timeline EDV 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: 372,215 shares; 2024Q4: 348,099 shares; 2025Q1: 270,070 shares; 2025Q2: 294,107 shares; 2025Q3: 302,750 shares; 2025Q4: 319,639 shares; 2026Q1: 330,722 shares; 2026Q2: 335,469 shares 335,469 $21.8M 5.47% +4,747 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,597 shares; 2024Q4: 209,393 shares; 2025Q1: 160,897 shares; 2025Q2: 194,522 shares; 2025Q3: 217,135 shares; 2025Q4: 217,816 shares; 2026Q1: 218,859 shares; 2026Q2: 231,448 shares 231,448 $20.3M 5.1% +12,589 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 343,751 shares; 2025Q2: 397,267 shares; 2025Q3: 384,207 shares; 2025Q4: 344,647 shares; 2026Q1: 340,381 shares; 2026Q2: 331,292 shares 331,292 $16.5M 4.13% -9,089 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,008 shares; 2024Q4: 218,468 shares; 2025Q1: 222,291 shares; 2025Q2: 236,858 shares; 2025Q3: 248,810 shares; 2025Q4: 248,514 shares; 2026Q1: 251,354 shares; 2026Q2: 265,947 shares 265,947 $16.2M 4.05% +14,593 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,502 shares; 2024Q4: 301,206 shares; 2025Q1: 401,809 shares; 2025Q2: 407,058 shares; 2025Q3: 413,635 shares; 2025Q4: 405,874 shares; 2026Q1: 390,643 shares; 2026Q2: 405,747 shares 405,747 $15.9M 3.99% +15,104 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,135 shares; 2024Q4: 2,155 shares; 2025Q1: 2,096 shares; 2025Q2: 2,060 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 88,428 shares; 2026Q2: 86,525 shares 86,525 $12.3M 3.08% -1,903 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,207 shares; 2024Q4: 216,357 shares; 2025Q1: 305,334 shares; 2025Q2: 177,448 shares; 2025Q3: 197,131 shares; 2025Q4: 207,706 shares; 2026Q1: 227,987 shares; 2026Q2: 236,479 shares 236,479 $11.9M 2.99% +8,492 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 495,178 shares; 2026Q1: 491,572 shares; 2026Q2: 489,751 shares 489,751 $11M 2.76% -1,821 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,021 shares; 2024Q4: 198,395 shares; 2025Q1: 207,001 shares; 2025Q2: 180,873 shares; 2025Q3: 191,174 shares; 2025Q4: 194,840 shares; 2026Q1: 191,350 shares; 2026Q2: 202,052 shares 202,052 $10.5M 2.62% +10,702 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,716 shares; 2024Q4: 222,088 shares; 2025Q1: 219,684 shares; 2025Q2: 214,655 shares; 2025Q3: 211,038 shares; 2025Q4: 200,763 shares; 2026Q1: 196,415 shares; 2026Q2: 189,813 shares 189,813 $8.99M 2.25% -6,602 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,020 shares; 2024Q4: 159,963 shares; 2025Q1: 157,773 shares; 2025Q2: 156,640 shares; 2025Q3: 156,085 shares; 2025Q4: 154,409 shares; 2026Q1: 149,695 shares; 2026Q2: 146,856 shares 146,856 $6.86M 1.72% -2,839 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: 15,332 shares; 2024Q4: 15,426 shares; 2025Q1: 15,249 shares; 2025Q2: 17,659 shares; 2025Q3: 17,709 shares; 2025Q4: 17,908 shares; 2026Q1: 18,908 shares; 2026Q2: 18,883 shares 18,883 $5.46M 1.37% -25 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; 2024Q3: 14,308 shares; 2024Q4: 14,131 shares; 2025Q1: 11,748 shares; 2025Q2: 14,567 shares; 2025Q3: 19,273 shares; 2025Q4: 19,348 shares; 2026Q1: 17,651 shares; 2026Q2: 17,564 shares 17,564 $5.32M 1.33% -87 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,503 shares; 2025Q2: 9,505 shares; 2025Q3: 74,245 shares; 2025Q4: 108,370 shares; 2026Q1: 119,235 shares; 2026Q2: 124,429 shares 124,429 $5.01M 1.26% +5,194 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,938 shares; 2024Q4: 78,711 shares; 2025Q1: 78,537 shares; 2025Q2: 77,709 shares; 2025Q3: 77,709 shares; 2025Q4: 76,101 shares; 2026Q1: 74,869 shares; 2026Q2: 70,212 shares 70,212 $4.05M 1.01% -4,657 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: 10,515 shares; 2024Q4: 10,453 shares; 2025Q1: 10,645 shares; 2025Q2: 11,171 shares; 2025Q3: 11,524 shares; 2025Q4: 11,424 shares; 2026Q1: 11,930 shares; 2026Q2: 50,001 shares 50,001 $4.03M 1.01% +38,071 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,604 shares; 2024Q4: 68,345 shares; 2025Q1: 68,268 shares; 2025Q2: 66,954 shares; 2025Q3: 66,951 shares; 2025Q4: 66,833 shares; 2026Q1: 65,984 shares; 2026Q2: 65,191 shares 65,191 $3.91M 0.98% -793 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: 12,566 shares; 2024Q4: 71,005 shares; 2025Q1: 56,521 shares; 2025Q2: 50,603 shares; 2025Q3: 49,351 shares; 2025Q4: 48,702 shares; 2026Q1: 46,028 shares; 2026Q2: 44,404 shares 44,404 $3.84M 0.96% -1,624 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: 5,278 shares; 2024Q4: 5,720 shares; 2025Q1: 5,873 shares; 2025Q2: 10,154 shares; 2025Q3: 9,058 shares; 2025Q4: 9,045 shares; 2026Q1: 9,263 shares; 2026Q2: 9,665 shares 9,665 $3.61M 0.9% +402 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: 56,553 shares; 2024Q4: 55,699 shares; 2025Q1: 54,738 shares; 2025Q2: 55,010 shares; 2025Q3: 54,120 shares; 2025Q4: 51,754 shares; 2026Q1: 52,788 shares; 2026Q2: 53,399 shares 53,399 $3.32M 0.83% +611 Timeline NOVZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 71,219 shares; 2025Q4: 69,361 shares; 2026Q1: 67,602 shares; 2026Q2: 68,693 shares 68,693 $3.23M 0.81% +1,091 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,162 shares; 2024Q4: 107,922 shares; 2025Q1: 107,922 shares; 2025Q2: 107,921 shares; 2025Q3: 109,147 shares; 2025Q4: 108,546 shares; 2026Q1: 108,906 shares; 2026Q2: 109,900 shares 109,900 $3.22M 0.81% +994 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: 5,250 shares; 2024Q4: 5,301 shares; 2025Q1: 5,921 shares; 2025Q2: 7,214 shares; 2025Q3: 7,344 shares; 2025Q4: 7,363 shares; 2026Q1: 7,831 shares; 2026Q2: 7,957 shares 7,957 $2.94M 0.74% +126 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: 4,118 shares; 2024Q4: 4,115 shares; 2025Q1: 4,091 shares; 2025Q2: 4,102 shares; 2025Q3: 4,101 shares; 2025Q4: 4,065 shares; 2026Q1: 3,912 shares; 2026Q2: 3,952 shares 3,952 $2.91M 0.73% +40 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: 7,112 shares; 2026Q1: 7,112 shares; 2026Q2: 5,006 shares 5,006 $2.91M 0.73% -2,106 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: 2,571 shares; 2024Q4: 2,765 shares; 2025Q1: 3,433 shares; 2025Q2: 3,687 shares; 2025Q3: 3,681 shares; 2025Q4: 3,689 shares; 2026Q1: 4,123 shares; 2026Q2: 4,141 shares 4,141 $2.84M 0.71% +18 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,719 shares; 2024Q4: 76,729 shares; 2025Q1: 74,473 shares; 2025Q2: 75,093 shares; 2025Q3: 74,084 shares; 2025Q4: 52,850 shares; 2026Q1: 51,390 shares; 2026Q2: 50,923 shares 50,923 $2.66M 0.67% -467 Timeline JULZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 58,038 shares; 2025Q4: 57,708 shares; 2026Q1: 57,216 shares; 2026Q2: 56,760 shares 56,760 $2.57M 0.65% -456 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,482 shares; 2024Q4: 14,114 shares; 2025Q1: 15,359 shares; 2025Q2: 15,198 shares; 2025Q3: 15,731 shares; 2025Q4: 15,701 shares; 2026Q1: 15,786 shares; 2026Q2: 16,626 shares 16,626 $2.57M 0.64% +840 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,579 shares; 2024Q4: 56,285 shares; 2025Q1: 55,281 shares; 2025Q2: 55,177 shares; 2025Q3: 55,121 shares; 2025Q4: 47,598 shares; 2026Q1: 47,690 shares; 2026Q2: 47,613 shares 47,613 $2.51M 0.63% -77 Timeline EMHC 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: 60,002 shares; 2025Q4: 72,511 shares; 2026Q1: 79,006 shares; 2026Q2: 91,684 shares 91,684 $2.33M 0.58% +12,678 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 52,544 shares; 2025Q4: 51,383 shares; 2026Q1: 51,196 shares; 2026Q2: 50,875 shares 50,875 $2.31M 0.58% -321 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,651 shares; 2024Q4: 41,320 shares; 2025Q1: 39,819 shares; 2025Q2: 38,574 shares; 2025Q3: 38,254 shares; 2025Q4: 38,092 shares; 2026Q1: 37,758 shares; 2026Q2: 37,737 shares 37,737 $2.3M 0.58% -21 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,369 shares; 2024Q4: 54,369 shares; 2025Q1: 48,507 shares; 2025Q2: 48,507 shares; 2025Q3: 48,684 shares; 2025Q4: 49,222 shares; 2026Q1: 49,222 shares; 2026Q2: 48,351 shares 48,351 $2.23M 0.56% -871 Timeline CERY 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: 42,622 shares; 2025Q2: 47,238 shares; 2025Q3: 48,935 shares; 2025Q4: 52,506 shares; 2026Q1: 60,745 shares; 2026Q2: 65,477 shares 65,477 $2.19M 0.55% +4,732 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,877 shares; 2025Q4: 79,083 shares; 2026Q1: 87,463 shares; 2026Q2: 102,080 shares 102,080 $2.14M 0.54% +14,617 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: 2,743 shares; 2024Q4: 2,680 shares; 2025Q1: 2,879 shares; 2025Q2: 2,710 shares; 2025Q3: 2,721 shares; 2025Q4: 2,690 shares; 2026Q1: 2,744 shares; 2026Q2: 2,778 shares 2,778 $2.07M 0.52% +34 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,732 shares; 2024Q4: 50,334 shares; 2025Q1: 50,284 shares; 2025Q2: 50,284 shares; 2025Q3: 50,214 shares; 2025Q4: 49,786 shares; 2026Q1: 49,786 shares; 2026Q2: 49,786 shares 49,786 $1.96M 0.49% 0 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,418 shares 91,418 $1.88M 0.47% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,735 shares; 2025Q2: 33,349 shares; 2025Q3: 19,135 shares; 2025Q4: 50,815 shares; 2026Q1: 58,441 shares; 2026Q2: 66,154 shares 66,154 $1.7M 0.43% +7,713 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: 2,617 shares; 2024Q4: 2,778 shares; 2025Q1: 2,950 shares; 2025Q2: 2,852 shares; 2025Q3: 2,854 shares; 2025Q4: 2,904 shares; 2026Q1: 3,312 shares; 2026Q2: 3,312 shares 3,312 $1.66M 0.42% 0 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: 5,499 shares; 2024Q4: 5,468 shares; 2025Q1: 5,323 shares; 2025Q2: 5,490 shares; 2025Q3: 6,581 shares; 2025Q4: 6,490 shares; 2026Q1: 6,667 shares; 2026Q2: 6,741 shares 6,741 $1.61M 0.4% +74 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,949 shares; 2024Q4: 122,110 shares; 2025Q1: 121,216 shares; 2025Q2: 119,242 shares; 2025Q3: 118,562 shares; 2025Q4: 42,954 shares; 2026Q1: 42,388 shares; 2026Q2: 42,093 shares 42,093 $1.57M 0.39% -295 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,539 shares; 2024Q4: 20,147 shares; 2025Q1: 17,833 shares; 2025Q2: 17,860 shares; 2025Q3: 17,915 shares; 2025Q4: 17,909 shares; 2026Q1: 17,789 shares; 2026Q2: 17,728 shares 17,728 $1.47M 0.37% -61 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,382 shares; 2024Q4: 35,276 shares; 2025Q1: 23,578 shares; 2025Q2: 22,954 shares; 2025Q3: 22,954 shares; 2025Q4: 22,954 shares; 2026Q1: 22,954 shares; 2026Q2: 22,954 shares 22,954 $1.44M 0.36% 0 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: 5,152 shares; 2024Q4: 4,014 shares; 2025Q1: 3,544 shares; 2025Q2: 6,222 shares; 2025Q3: 6,596 shares; 2025Q4: 6,702 shares; 2026Q1: 6,970 shares; 2026Q2: 7,172 shares 7,172 $1.43M 0.36% +202 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,013 shares; 2024Q4: 23,933 shares; 2025Q1: 18,381 shares; 2025Q2: 18,142 shares; 2025Q3: 17,808 shares; 2025Q4: 18,003 shares; 2026Q1: 18,163 shares; 2026Q2: 16,522 shares 16,522 $1.29M 0.32% -1,641 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,867 shares; 2024Q4: 60,705 shares; 2025Q1: 24,478 shares; 2025Q2: 23,387 shares; 2025Q3: 23,387 shares; 2025Q4: 23,387 shares; 2026Q1: 22,836 shares; 2026Q2: 22,836 shares 22,836 $1.22M 0.3% 0 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: 25,996 shares; 2024Q4: 25,415 shares; 2025Q1: 26,596 shares; 2025Q2: 26,028 shares; 2025Q3: 25,852 shares; 2025Q4: 24,809 shares; 2026Q1: 24,303 shares; 2026Q2: 24,059 shares 24,059 $1.21M 0.3% -244 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: 3,456 shares; 2024Q4: 3,256 shares; 2025Q1: 3,125 shares; 2025Q2: 3,233 shares; 2025Q3: 3,259 shares; 2025Q4: 3,241 shares; 2026Q1: 3,306 shares; 2026Q2: 3,349 shares 3,349 $1.2M 0.3% +43 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,805 shares; 2024Q4: 20,795 shares; 2025Q1: 21,070 shares; 2025Q2: 20,261 shares; 2025Q3: 20,094 shares; 2025Q4: 15,830 shares; 2026Q1: 14,997 shares; 2026Q2: 14,409 shares 14,409 $1.16M 0.29% -588 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,199 shares; 2024Q4: 24,013 shares; 2025Q1: 15,032 shares; 2025Q2: 22,286 shares; 2025Q3: 13,687 shares; 2025Q4: 14,122 shares; 2026Q1: 13,719 shares; 2026Q2: 14,382 shares 14,382 $1.14M 0.29% +663 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,959 shares; 2025Q1: 55,632 shares; 2025Q2: 49,748 shares; 2025Q3: 47,485 shares; 2025Q4: 33,438 shares; 2026Q1: 19,694 shares; 2026Q2: 17,149 shares 17,149 $1.1M 0.28% -2,545 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,689 shares; 2024Q4: 23,509 shares; 2025Q1: 21,872 shares; 2025Q2: 22,883 shares; 2025Q3: 22,883 shares; 2025Q4: 22,583 shares; 2026Q1: 21,783 shares; 2026Q2: 18,568 shares 18,568 $1.01M 0.25% -3,215 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,934 shares; 2024Q4: 20,426 shares; 2025Q1: 20,426 shares; 2025Q2: 20,123 shares; 2025Q3: 20,123 shares; 2025Q4: 20,418 shares; 2026Q1: 20,418 shares; 2026Q2: 20,418 shares 20,418 $1.01M 0.25% 0 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,746 shares; 2024Q4: 36,419 shares; 2025Q1: 36,419 shares; 2025Q2: 36,419 shares; 2025Q3: 36,365 shares; 2025Q4: 36,365 shares; 2026Q1: 36,365 shares; 2026Q2: 36,365 shares 36,365 $941K 0.24% 0 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: 1,490 shares; 2024Q4: 1,638 shares; 2025Q1: 1,697 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,673 shares; 2026Q1: 1,667 shares; 2026Q2: 10,406 shares 10,406 $896K 0.22% +8,739 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: 13,345 shares; 2024Q4: 12,703 shares; 2025Q1: 12,076 shares; 2025Q2: 10,881 shares; 2025Q3: 9,143 shares; 2025Q4: 9,022 shares; 2026Q1: 11,119 shares; 2026Q2: 11,148 shares 11,148 $794K 0.2% +29 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,025 shares; 2024Q4: 12,156 shares; 2025Q1: 12,256 shares; 2025Q2: 12,944 shares; 2025Q3: 12,944 shares; 2025Q4: 12,944 shares; 2026Q1: 13,126 shares; 2026Q2: 13,126 shares 13,126 $773K 0.19% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,876 shares; 2024Q4: 9,876 shares; 2025Q1: 11,310 shares; 2025Q2: 11,318 shares; 2025Q3: 11,318 shares; 2025Q4: 10,518 shares; 2026Q1: 9,956 shares; 2026Q2: 9,956 shares 9,956 $753K 0.19% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,636 shares; 2024Q4: 13,626 shares; 2025Q1: 13,626 shares; 2025Q2: 13,626 shares; 2025Q3: 13,626 shares; 2025Q4: 14,214 shares; 2026Q1: 13,697 shares; 2026Q2: 13,697 shares 13,697 $726K 0.18% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,727 shares; 2025Q1: 1,752 shares; 2025Q2: 1,747 shares; 2025Q3: 1,757 shares; 2025Q4: 1,708 shares; 2026Q1: 1,715 shares; 2026Q2: 1,738 shares 1,738 $722K 0.18% +23 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,115 shares; 2024Q4: 25,631 shares; 2025Q1: 16,887 shares; 2025Q2: 17,237 shares; 2025Q3: 17,237 shares; 2025Q4: 17,218 shares; 2026Q1: 16,922 shares; 2026Q2: 16,851 shares 16,851 $711K 0.18% -71 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: 675 shares; 2024Q4: 680 shares; 2025Q1: 655 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 620 shares; 2026Q1: 656 shares; 2026Q2: 666 shares 666 $710K 0.18% +10 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,508 shares; 2024Q4: 87,843 shares; 2025Q1: 87,126 shares; 2025Q2: 16,575 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares; 2026Q1: 15,875 shares; 2026Q2: 17,765 shares 17,765 $707K 0.18% +1,890 Timeline SCHX 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: 8,545 shares; 2024Q4: 25,635 shares; 2025Q1: 26,166 shares; 2025Q2: 25,881 shares; 2025Q3: 21,570 shares; 2025Q4: 25,059 shares; 2026Q1: 23,789 shares; 2026Q2: 23,846 shares 23,846 $702K 0.18% +57 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,961 shares 2,961 $663K 0.17% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,156 shares; 2024Q4: 144,652 shares; 2025Q1: 14,297 shares; 2025Q2: 14,297 shares; 2025Q3: 14,297 shares; 2025Q4: 14,302 shares; 2026Q1: 14,302 shares; 2026Q2: 14,229 shares 14,229 $660K 0.17% -73 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,960 shares 2,960 $654K 0.16% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,719 shares; 2024Q4: 4,906 shares; 2025Q1: 4,682 shares; 2025Q2: 5,907 shares; 2025Q3: 5,811 shares; 2025Q4: 4,700 shares; 2026Q1: 5,248 shares; 2026Q2: 5,493 shares 5,493 $654K 0.16% +245 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: 784 shares; 2024Q4: 634 shares; 2025Q1: 525 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 561 shares; 2026Q1: 689 shares; 2026Q2: 698 shares 698 $653K 0.16% +9 Timeline QUS 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: 3,446 shares; 2024Q4: 3,423 shares; 2025Q1: 3,423 shares; 2025Q2: 3,435 shares; 2025Q3: 3,435 shares; 2025Q4: 3,452 shares; 2026Q1: 3,452 shares; 2026Q2: 3,463 shares 3,463 $647K 0.16% +11 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,187 shares; 2024Q4: 15,582 shares; 2025Q1: 15,118 shares; 2025Q2: 14,221 shares; 2025Q3: 14,221 shares; 2025Q4: 14,221 shares; 2026Q1: 14,221 shares; 2026Q2: 14,221 shares 14,221 $612K 0.15% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 630 shares 630 $608K 0.15% -4 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,636 shares; 2025Q1: 19,940 shares; 2025Q2: 20,413 shares; 2025Q3: 22,183 shares; 2025Q4: 25,009 shares; 2026Q1: 27,261 shares; 2026Q2: 26,999 shares 26,999 $603K 0.15% -262 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,309 shares; 2024Q4: 7,109 shares; 2025Q1: 7,128 shares; 2025Q2: 7,189 shares; 2025Q3: 7,175 shares; 2025Q4: 7,163 shares; 2026Q1: 2,058 shares; 2026Q2: 2,165 shares 2,165 $603K 0.15% +107 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,580 shares; 2024Q4: 11,552 shares; 2025Q1: 15,796 shares; 2025Q2: 16,063 shares; 2025Q3: 16,074 shares; 2025Q4: 14,585 shares; 2026Q1: 12,872 shares; 2026Q2: 11,920 shares 11,920 $594K 0.15% -952 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,687 shares; 2026Q2: 1,673 shares 1,673 $591K 0.15% -14 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,716 shares; 2024Q4: 46,353 shares; 2025Q1: 12,330 shares; 2025Q2: 10,637 shares; 2025Q3: 10,637 shares; 2025Q4: 9,999 shares; 2026Q1: 9,463 shares; 2026Q2: 9,463 shares 9,463 $560K 0.14% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,911 shares 6,911 $560K 0.14% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,251 shares; 2024Q4: 9,999 shares; 2025Q1: 9,999 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares; 2025Q4: 9,830 shares; 2026Q1: 9,647 shares; 2026Q2: 9,364 shares 9,364 $548K 0.14% -283 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,162 shares; 2025Q1: 1,207 shares; 2025Q2: 1,276 shares; 2025Q3: 1,331 shares; 2025Q4: 1,375 shares; 2026Q1: 1,354 shares; 2026Q2: 1,448 shares 1,448 $533K 0.13% +94 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,748 shares; 2024Q4: not reported; 2025Q1: 8,246 shares; 2025Q2: 14,704 shares; 2025Q3: not reported; 2025Q4: 11,765 shares; 2026Q1: 12,738 shares; 2026Q2: 20,417 shares 20,417 $521K 0.13% +7,679 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: 1,434 shares; 2024Q4: 1,480 shares; 2025Q1: 1,414 shares; 2025Q2: 1,489 shares; 2025Q3: 1,490 shares; 2025Q4: 1,461 shares; 2026Q1: 1,614 shares; 2026Q2: 1,586 shares 1,586 $519K 0.13% -28 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,405 shares; 2026Q2: 6,405 shares 6,405 $511K 0.13% 0 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,877 shares; 2025Q1: 19,346 shares; 2025Q2: 19,471 shares; 2025Q3: 21,274 shares; 2025Q4: 22,094 shares; 2026Q1: 23,257 shares; 2026Q2: 23,363 shares 23,363 $508K 0.13% +106 Timeline OBIL 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: 8,978 shares; 2024Q4: 8,978 shares; 2025Q1: 9,977 shares; 2025Q2: 9,987 shares; 2025Q3: 9,997 shares; 2025Q4: 10,003 shares; 2026Q1: 10,012 shares; 2026Q2: 10,019 shares 10,019 $501K 0.13% +7 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,582 shares; 2024Q4: 74,558 shares; 2025Q1: 16,732 shares; 2025Q2: 16,363 shares; 2025Q3: 16,363 shares; 2025Q4: 14,874 shares; 2026Q1: 14,842 shares; 2026Q2: 14,721 shares 14,721 $497K 0.12% -121 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,220 shares; 2024Q4: 25,652 shares; 2025Q1: 25,576 shares; 2025Q2: 25,111 shares; 2025Q3: 25,048 shares; 2025Q4: 8,748 shares; 2026Q1: 8,748 shares; 2026Q2: 8,748 shares 8,748 $494K 0.12% 0 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 11,524 shares; 2025Q4: 11,524 shares; 2026Q1: 11,524 shares; 2026Q2: 10,832 shares 10,832 $491K 0.12% -692 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,739 shares; 2024Q4: 3,931 shares; 2025Q1: 3,849 shares; 2025Q2: 3,467 shares; 2025Q3: 3,512 shares; 2025Q4: 3,604 shares; 2026Q1: 3,742 shares; 2026Q2: 3,737 shares 3,737 $488K 0.12% -5 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,770 shares; 2024Q4: 7,542 shares; 2025Q1: 7,760 shares; 2025Q2: 7,380 shares; 2025Q3: 7,309 shares; 2025Q4: 6,982 shares; 2026Q1: 7,282 shares; 2026Q2: 7,038 shares 7,038 $475K 0.12% -244 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $469K 0.12% 0 Timeline UTHY 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: 49,731 shares; 2024Q4: 14,924 shares; 2025Q1: 14,889 shares; 2025Q2: 14,097 shares; 2025Q3: 13,981 shares; 2025Q4: 13,232 shares; 2026Q1: 13,250 shares; 2026Q2: 11,524 shares 11,524 $469K 0.12% -1,726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares; 2026Q2: 611 shares 611 $462K 0.12% -61 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,097 shares; 2024Q4: 2,638 shares; 2025Q1: 2,958 shares; 2025Q2: 3,044 shares; 2025Q3: 3,680 shares; 2025Q4: 2,901 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $457K 0.11% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,162 shares; 2024Q4: 14,162 shares; 2025Q1: 8,229 shares; 2025Q2: 8,229 shares; 2025Q3: 8,229 shares; 2025Q4: 8,229 shares; 2026Q1: 8,229 shares; 2026Q2: 8,229 shares 8,229 $441K 0.11% 0 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: 21,733 shares; 2025Q1: 6,114 shares; 2025Q2: 5,229 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares; 2026Q2: 4,241 shares 4,241 $426K 0.11% -742 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,121 shares; 2024Q4: 12,146 shares; 2025Q1: 12,121 shares; 2025Q2: 10,682 shares; 2025Q3: 10,517 shares; 2025Q4: 9,539 shares; 2026Q1: 9,539 shares; 2026Q2: 7,827 shares 7,827 $416K 0.1% -1,712 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,950 shares; 2024Q4: 8,950 shares; 2025Q1: 8,850 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 9,038 shares; 2026Q1: 9,038 shares; 2026Q2: 9,038 shares 9,038 $415K 0.1% 0 Timeline USVN 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: 6,082 shares; 2025Q1: 6,101 shares; 2025Q2: 6,653 shares; 2025Q3: 6,683 shares; 2025Q4: 8,564 shares; 2026Q1: 8,595 shares; 2026Q2: 8,627 shares 8,627 $411K 0.1% +32 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 4,937 shares; 2025Q1: 4,937 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares; 2025Q4: 4,817 shares; 2026Q1: 4,817 shares; 2026Q2: 4,539 shares 4,539 $408K 0.1% -278 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 16,533 shares; 2026Q1: 16,767 shares; 2026Q2: 17,008 shares 17,008 $408K 0.1% +241 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 6,021 shares; 2025Q3: 6,021 shares; 2025Q4: 6,021 shares; 2026Q1: 6,021 shares; 2026Q2: 6,021 shares 6,021 $399K 0.1% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 2,434 shares; 2025Q2: 2,728 shares; 2025Q3: 2,882 shares; 2025Q4: 2,824 shares; 2026Q1: 2,897 shares; 2026Q2: 2,898 shares 2,898 $399K 0.1% +1 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: 1,702 shares; 2024Q4: 1,329 shares; 2025Q1: not reported; 2025Q2: 1,487 shares; 2025Q3: 1,527 shares; 2025Q4: 1,500 shares; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $390K 0.1% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,263 shares; 2024Q4: 39,073 shares; 2025Q1: 12,363 shares; 2025Q2: 12,363 shares; 2025Q3: 12,363 shares; 2025Q4: 11,403 shares; 2026Q1: 11,113 shares; 2026Q2: 11,023 shares 11,023 $384K 0.1% -90 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,255 shares 3,255 $380K 0.1% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,254 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 8,254 shares; 2025Q3: 8,906 shares; 2025Q4: 8,906 shares; 2026Q1: 8,906 shares; 2026Q2: 8,247 shares 8,247 $376K 0.09% -659 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,498 shares; 2025Q2: 6,998 shares; 2025Q3: 7,318 shares; 2025Q4: 7,313 shares; 2026Q1: 7,246 shares; 2026Q2: 7,036 shares 7,036 $376K 0.09% -210 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,076 shares; 2024Q4: 8,913 shares; 2025Q1: 9,347 shares; 2025Q2: 8,957 shares; 2025Q3: 8,847 shares; 2025Q4: 8,332 shares; 2026Q1: 8,271 shares; 2026Q2: 8,179 shares 8,179 $358K 0.09% -92 Timeline SCHO 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: 15,985 shares; 2024Q4: 19,561 shares; 2025Q1: 18,258 shares; 2025Q2: 15,982 shares; 2025Q3: 15,589 shares; 2025Q4: 15,087 shares; 2026Q1: 14,789 shares; 2026Q2: 14,789 shares 14,789 $357K 0.09% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $356K 0.09% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,574 shares; 2025Q3: 7,936 shares; 2025Q4: 9,658 shares; 2026Q1: 11,220 shares; 2026Q2: 10,436 shares 10,436 $349K 0.09% -784 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: 985 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 893 shares; 2026Q2: 919 shares 919 $347K 0.09% +26 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,901 shares; 2025Q1: 5,685 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares; 2025Q4: 5,985 shares; 2026Q1: 6,022 shares; 2026Q2: 5,985 shares 5,985 $341K 0.09% -37 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 651 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 2,744 shares 2,744 $341K 0.09% +2,058 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,648 shares; 2025Q1: 16,885 shares; 2025Q2: 17,357 shares; 2025Q3: 18,125 shares; 2025Q4: 17,902 shares; 2026Q1: 14,674 shares; 2026Q2: 14,784 shares 14,784 $339K 0.09% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,703 shares; 2025Q3: 3,537 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,637 shares 3,637 $333K 0.08% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,762 shares; 2024Q4: 8,762 shares; 2025Q1: 8,762 shares; 2025Q2: 8,066 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 8,066 shares; 2026Q2: 8,066 shares 8,066 $333K 0.08% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,187 shares; 2024Q4: 13,187 shares; 2025Q1: 6,296 shares; 2025Q2: 5,463 shares; 2025Q3: 5,463 shares; 2025Q4: 7,463 shares; 2026Q1: 7,463 shares; 2026Q2: 7,463 shares 7,463 $331K 0.08% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,024 shares; 2026Q1: 11,802 shares; 2026Q2: 12,600 shares 12,600 $330K 0.08% +798 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,805 shares; 2026Q1: 11,805 shares; 2026Q2: 11,805 shares 11,805 $330K 0.08% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,163 shares; 2024Q4: 18,439 shares; 2025Q1: 17,105 shares; 2025Q2: 13,676 shares; 2025Q3: 13,676 shares; 2025Q4: 13,501 shares; 2026Q1: 12,835 shares; 2026Q2: 12,837 shares 12,837 $330K 0.08% +2 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares; 2026Q1: 7,431 shares; 2026Q2: 7,431 shares 7,431 $327K 0.08% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,793 shares; 2026Q1: 16,608 shares; 2026Q2: 17,214 shares 17,214 $326K 0.08% +606 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; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $319K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 396 shares; 2025Q1: 397 shares; 2025Q2: 647 shares; 2025Q3: 401 shares; 2025Q4: 403 shares; 2026Q1: 422 shares; 2026Q2: 423 shares 423 $317K 0.08% +1 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,703 shares; 2026Q2: 5,301 shares 5,301 $316K 0.08% -402 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,458 shares; 2025Q1: 4,884 shares; 2025Q2: 5,221 shares; 2025Q3: 5,899 shares; 2025Q4: 4,213 shares; 2026Q1: 3,926 shares; 2026Q2: 3,926 shares 3,926 $315K 0.08% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,457 shares; 2025Q2: 11,535 shares; 2025Q3: 11,612 shares; 2025Q4: 12,569 shares; 2026Q1: 14,760 shares; 2026Q2: 14,837 shares 14,837 $314K 0.08% +77 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 5,409 shares; 2025Q1: 5,111 shares; 2025Q2: 4,891 shares; 2025Q3: 4,879 shares; 2025Q4: 4,767 shares; 2026Q1: 4,662 shares; 2026Q2: 4,571 shares 4,571 $313K 0.08% -91 Timeline JNK 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: 3,337 shares; 2025Q4: 3,620 shares; 2026Q1: 2,368 shares; 2026Q2: 3,168 shares 3,168 $305K 0.08% +800 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,348 shares; 2024Q4: 11,345 shares; 2025Q1: 11,341 shares; 2025Q2: 10,057 shares; 2025Q3: 10,057 shares; 2025Q4: 10,057 shares; 2026Q1: 10,057 shares; 2026Q2: 8,985 shares 8,985 $305K 0.08% -1,072 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,561 shares; 2026Q1: 10,225 shares; 2026Q2: 11,795 shares 11,795 $304K 0.08% +1,570 Timeline CVLC 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,211 shares; 2025Q3: 8,211 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares; 2026Q2: 3,172 shares 3,172 $300K 0.08% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,114 shares; 2024Q4: 21,729 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,612 shares; 2025Q4: 5,633 shares; 2026Q1: 5,633 shares; 2026Q2: 5,633 shares 5,633 $297K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 384 shares; 2026Q1: 501 shares; 2026Q2: 524 shares 524 $295K 0.07% +23 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES 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: 13,319 shares 13,319 $295K 0.07% 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: 1,029 shares; 2024Q4: 1,030 shares; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,378 shares; 2025Q4: 1,382 shares; 2026Q1: 1,212 shares; 2026Q2: 1,213 shares 1,213 $287K 0.07% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 868 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 870 shares 870 $287K 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 831 shares; 2026Q2: 816 shares 816 $280K 0.07% -15 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,600 shares; 2024Q4: 19,781 shares; 2025Q1: 8,374 shares; 2025Q2: 7,509 shares; 2025Q3: 7,726 shares; 2025Q4: 7,111 shares; 2026Q1: 6,019 shares; 2026Q2: 6,019 shares 6,019 $275K 0.07% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,017 shares; 2024Q4: 8,919 shares; 2025Q1: 8,910 shares; 2025Q2: 8,868 shares; 2025Q3: 8,868 shares; 2025Q4: 8,678 shares; 2026Q1: 8,678 shares; 2026Q2: 8,517 shares 8,517 $273K 0.07% -161 Timeline UTWY 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: 46,640 shares; 2024Q4: 6,694 shares; 2025Q1: 6,459 shares; 2025Q2: 6,493 shares; 2025Q3: 6,523 shares; 2025Q4: 6,563 shares; 2026Q1: 6,593 shares; 2026Q2: 6,305 shares 6,305 $269K 0.07% -288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,257 shares; 2026Q2: 2,353 shares 2,353 $266K 0.07% +96 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,684 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares; 2026Q2: 4,505 shares 4,505 $266K 0.07% 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: 2,710 shares; 2024Q4: 2,729 shares; 2025Q1: 2,746 shares; 2025Q2: 2,770 shares; 2025Q3: 2,434 shares; 2025Q4: 4,906 shares; 2026Q1: 4,936 shares; 2026Q2: 4,970 shares 4,970 $264K 0.07% +34 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 713 shares; 2026Q1: 827 shares; 2026Q2: 829 shares 829 $261K 0.07% +2 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 3,386 shares; 2025Q2: 3,386 shares; 2025Q3: 3,386 shares; 2025Q4: 3,386 shares; 2026Q1: 3,399 shares; 2026Q2: 3,386 shares 3,386 $258K 0.06% -13 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,591 shares; 2026Q1: 1,581 shares; 2026Q2: 1,582 shares 1,582 $256K 0.06% +1 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,201 shares; 2025Q2: 2,331 shares; 2025Q3: 2,514 shares; 2025Q4: 1,885 shares; 2026Q1: 1,811 shares; 2026Q2: 1,796 shares 1,796 $256K 0.06% -15 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 560 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 487 shares; 2026Q2: 500 shares 500 $255K 0.06% +13 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,693 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares; 2026Q1: 4,994 shares; 2026Q2: 4,669 shares 4,669 $253K 0.06% -325 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,047 shares; 2026Q1: 4,164 shares; 2026Q2: 4,164 shares 4,164 $252K 0.06% 0 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,939 shares; 2026Q1: 4,539 shares; 2026Q2: 4,539 shares 4,539 $250K 0.06% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $249K 0.06% new Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,968 shares 9,968 $246K 0.06% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 889 shares; 2025Q4: 804 shares; 2026Q1: not reported; 2026Q2: 713 shares 713 $244K 0.06% new 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; 2024Q3: 4,281 shares; 2024Q4: 12,843 shares; 2025Q1: 12,843 shares; 2025Q2: 12,843 shares; 2025Q3: 8,270 shares; 2025Q4: 8,296 shares; 2026Q1: 8,319 shares; 2026Q2: 8,341 shares 8,341 $242K 0.06% +22 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,855 shares; 2026Q2: 3,088 shares 3,088 $241K 0.06% +233 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,721 shares 1,721 $240K 0.06% new Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,112 shares; 2024Q4: 14,879 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,381 shares; 2025Q4: 4,403 shares; 2026Q1: 4,403 shares; 2026Q2: 4,403 shares 4,403 $239K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 502 shares; 2026Q1: not reported; 2026Q2: 2,826 shares 2,826 $233K 0.06% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 4,771 shares; 2026Q1: 4,574 shares; 2026Q2: 4,574 shares 4,574 $230K 0.06% 0 Timeline UTEN 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: 20,020 shares; 2024Q4: 5,538 shares; 2025Q1: 5,542 shares; 2025Q2: 5,555 shares; 2025Q3: 5,578 shares; 2025Q4: 5,259 shares; 2026Q1: 5,281 shares; 2026Q2: 5,305 shares 5,305 $229K 0.06% +24 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares; 2026Q2: 1,657 shares 1,657 $226K 0.06% -168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,050 shares 2,050 $226K 0.06% new Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares; 2026Q1: 4,225 shares; 2026Q2: 4,225 shares 4,225 $223K 0.06% 0 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,534 shares; 2025Q4: 4,527 shares; 2026Q1: 4,565 shares; 2026Q2: 4,607 shares 4,607 $222K 0.06% +42 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: 188 shares 188 $221K 0.06% new 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: 3,628 shares; 2024Q4: 3,268 shares; 2025Q1: 3,403 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,341 shares 1,341 $220K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 2,231 shares; 2025Q1: 2,197 shares; 2025Q2: 2,210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,145 shares 2,145 $219K 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,384 shares; 2025Q1: 2,370 shares; 2025Q2: 2,410 shares; 2025Q3: 2,441 shares; 2025Q4: 2,390 shares; 2026Q1: 2,409 shares; 2026Q2: 2,409 shares 2,409 $219K 0.05% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 1,865 shares 1,865 $218K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 879 shares 879 $213K 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,965 shares; 2025Q2: not reported; 2025Q3: 5,965 shares; 2025Q4: 5,965 shares; 2026Q1: 5,965 shares; 2026Q2: 5,765 shares 5,765 $213K 0.05% -200 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,122 shares; 2025Q1: 5,657 shares; 2025Q2: 4,904 shares; 2025Q3: 4,177 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,043 shares 3,043 $211K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 561 shares 561 $210K 0.05% 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: 330 shares 330 $209K 0.05% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,937 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,487 shares; 2026Q1: 2,295 shares; 2026Q2: 2,133 shares 2,133 $206K 0.05% -162 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 7,473 shares 7,473 $203K 0.05% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,482 shares 4,482 $202K 0.05% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,401 shares; 2024Q4: 100,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,881 shares 8,881 $201K 0.05% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,313 shares 6,313 $200K 0.05% new Timeline BIZD 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: 12,528 shares; 2024Q4: 12,528 shares; 2025Q1: 14,503 shares; 2025Q2: 14,528 shares; 2025Q3: 14,606 shares; 2025Q4: 14,775 shares; 2026Q1: 14,775 shares; 2026Q2: 14,895 shares 14,895 $189K 0.05% +120 Timeline