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: 481,778 shares; 2024Q4: 913,782 shares; 2025Q1: 933,352 shares; 2025Q2: 848,519 shares; 2025Q3: 874,721 shares; 2025Q4: 882,936 shares; 2026Q1: 950,227 shares; 2026Q2: 1,234,572 shares 1,234,572 $108M 16.11% +284,345 Timeline JQUA 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: 715,076 shares; 2024Q4: 618,834 shares; 2025Q1: 632,454 shares; 2025Q2: 641,311 shares; 2025Q3: 645,295 shares; 2025Q4: 603,268 shares; 2026Q1: 621,176 shares; 2026Q2: 688,073 shares 688,073 $49.7M 7.38% +66,897 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: 692,857 shares; 2024Q4: 590,520 shares; 2025Q1: 632,240 shares; 2025Q2: 605,651 shares; 2025Q3: 538,485 shares; 2025Q4: 518,086 shares; 2026Q1: 894,095 shares; 2026Q2: 774,263 shares 774,263 $39M 5.79% -119,832 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,450 shares; 2024Q4: 224,207 shares; 2025Q1: 282,250 shares; 2025Q2: 293,518 shares; 2025Q3: 269,069 shares; 2025Q4: 329,518 shares; 2026Q1: 1,038,819 shares; 2026Q2: 763,672 shares 763,672 $38.7M 5.74% -275,147 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: 166,912 shares; 2024Q4: 168,856 shares; 2025Q1: 175,590 shares; 2025Q2: 179,967 shares; 2025Q3: 197,006 shares; 2025Q4: 201,736 shares; 2026Q1: 380,971 shares; 2026Q2: 478,583 shares 478,583 $32.5M 4.83% +97,612 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: 38,248 shares; 2024Q4: 23,917 shares; 2025Q1: 22,438 shares; 2025Q2: 20,335 shares; 2025Q3: 19,776 shares; 2025Q4: 26,250 shares; 2026Q1: 20,813 shares; 2026Q2: 37,639 shares 37,639 $28.1M 4.17% +16,826 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: 90,365 shares; 2024Q4: 89,778 shares; 2025Q1: 89,662 shares; 2025Q2: 90,457 shares; 2025Q3: 90,392 shares; 2025Q4: 87,730 shares; 2026Q1: 87,675 shares; 2026Q2: 93,981 shares 93,981 $27.2M 4.04% +6,306 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: 229,776 shares; 2024Q4: 153,233 shares; 2025Q1: 156,770 shares; 2025Q2: 157,049 shares; 2025Q3: 159,939 shares; 2025Q4: 159,390 shares; 2026Q1: 164,942 shares; 2026Q2: 193,662 shares 193,662 $23M 3.42% +28,720 Timeline JTEK 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: 109,028 shares; 2024Q4: 132,633 shares; 2025Q1: 139,196 shares; 2025Q2: 143,240 shares; 2025Q3: 148,577 shares; 2025Q4: 151,118 shares; 2026Q1: 157,205 shares; 2026Q2: 182,483 shares 182,483 $20.4M 3.02% +25,278 Timeline BIDD 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: 453,937 shares; 2025Q1: 473,148 shares; 2025Q2: 479,787 shares; 2025Q3: 502,102 shares; 2025Q4: 518,353 shares; 2026Q1: 535,009 shares; 2026Q2: 626,308 shares 626,308 $18.8M 2.79% +91,299 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 225,220 shares; 2025Q1: 275,303 shares; 2025Q2: 239,831 shares; 2025Q3: 248,026 shares; 2025Q4: 250,964 shares; 2026Q1: 256,973 shares; 2026Q2: 301,850 shares 301,850 $14.2M 2.1% +44,877 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,378 shares; 2024Q4: 45,569 shares; 2025Q1: 165,590 shares; 2025Q2: 138,858 shares; 2025Q3: 105,879 shares; 2025Q4: 111,394 shares; 2026Q1: 127,073 shares; 2026Q2: 262,029 shares 262,029 $12.1M 1.8% +134,956 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150,300 shares; 2025Q1: 159,795 shares; 2025Q2: 166,841 shares; 2025Q3: 173,108 shares; 2025Q4: 180,680 shares; 2026Q1: 191,159 shares; 2026Q2: 236,284 shares 236,284 $11.7M 1.74% +45,125 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,450 shares; 2024Q4: 91,083 shares; 2025Q1: 93,383 shares; 2025Q2: 93,503 shares; 2025Q3: 95,648 shares; 2025Q4: 97,270 shares; 2026Q1: 100,002 shares; 2026Q2: 117,050 shares 117,050 $10.9M 1.62% +17,048 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: 32,862 shares; 2024Q4: 33,546 shares; 2025Q1: 33,632 shares; 2025Q2: 35,454 shares; 2025Q3: 37,571 shares; 2025Q4: 40,310 shares; 2026Q1: 148,581 shares; 2026Q2: 199,498 shares 199,498 $10.4M 1.55% +50,917 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: 105,867 shares; 2024Q4: 107,096 shares; 2025Q1: 112,691 shares; 2025Q2: 112,970 shares; 2025Q3: 115,973 shares; 2025Q4: 114,648 shares; 2026Q1: 109,561 shares; 2026Q2: 205,247 shares 205,247 $10.3M 1.54% +95,686 Timeline HEEM 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: 164,629 shares; 2025Q1: 173,713 shares; 2025Q2: 178,522 shares; 2025Q3: 184,150 shares; 2025Q4: 185,879 shares; 2026Q1: 185,267 shares; 2026Q2: 213,736 shares 213,736 $9.56M 1.42% +28,469 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: 59,582 shares; 2025Q3: 141,298 shares; 2025Q4: 143,686 shares; 2026Q1: 158,345 shares; 2026Q2: 171,060 shares 171,060 $9.02M 1.34% +12,715 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: 49,841 shares; 2024Q4: 48,525 shares; 2025Q1: 51,008 shares; 2025Q2: 56,442 shares; 2025Q3: 75,968 shares; 2025Q4: 83,730 shares; 2026Q1: 156,400 shares; 2026Q2: 157,816 shares 157,816 $8.05M 1.2% +1,416 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,519 shares; 2025Q1: 27,888 shares; 2025Q2: 28,543 shares; 2025Q3: 28,855 shares; 2025Q4: 42,027 shares; 2026Q1: 45,434 shares; 2026Q2: 45,415 shares 45,415 $7.34M 1.09% -19 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: 275,187 shares; 2024Q4: 221,941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194,162 shares; 2026Q2: 286,978 shares 286,978 $7.32M 1.09% +92,816 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,712 shares; 2025Q4: 53,255 shares; 2026Q1: 62,968 shares; 2026Q2: 68,202 shares 68,202 $6.58M 0.98% +5,234 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: 53,533 shares; 2024Q4: 53,875 shares; 2025Q1: 53,565 shares; 2025Q2: 54,259 shares; 2025Q3: 54,901 shares; 2025Q4: 54,965 shares; 2026Q1: 55,796 shares; 2026Q2: 107,805 shares 107,805 $6.55M 0.97% +52,009 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,371 shares; 2024Q4: 75,307 shares; 2025Q1: 100,732 shares; 2025Q2: 48,492 shares; 2025Q3: 48,791 shares; 2025Q4: 49,125 shares; 2026Q1: 46,877 shares; 2026Q2: 63,292 shares 63,292 $6.47M 0.96% +16,415 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: 10,220 shares; 2024Q4: 15,941 shares; 2025Q1: 16,018 shares; 2025Q2: 16,041 shares; 2025Q3: 15,902 shares; 2025Q4: 14,153 shares; 2026Q1: 14,167 shares; 2026Q2: 24,972 shares 24,972 $6.28M 0.93% +10,805 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: 13,687 shares; 2024Q4: 13,704 shares; 2025Q1: 26,083 shares; 2025Q2: 50,638 shares; 2025Q3: 46,319 shares; 2025Q4: 43,292 shares; 2026Q1: 14,331 shares; 2026Q2: 74,258 shares 74,258 $6.15M 0.91% +59,927 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: 4,143 shares; 2024Q4: 4,289 shares; 2025Q1: 4,136 shares; 2025Q2: 3,919 shares; 2025Q3: 4,128 shares; 2025Q4: 4,590 shares; 2026Q1: not reported; 2026Q2: 8,031 shares 8,031 $5.91M 0.88% new 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: 10,524 shares; 2024Q4: 18,737 shares; 2025Q1: 15,867 shares; 2025Q2: 21,551 shares; 2025Q3: 17,778 shares; 2025Q4: 18,390 shares; 2026Q1: 54,649 shares; 2026Q2: 60,982 shares 60,982 $5.59M 0.83% +6,333 Timeline THRO 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: 119,129 shares; 2025Q3: 122,893 shares; 2025Q4: 124,508 shares; 2026Q1: 135,165 shares; 2026Q2: 127,796 shares 127,796 $5.51M 0.82% -7,369 Timeline SHLD 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: 34,904 shares; 2025Q4: 35,259 shares; 2026Q1: 53,507 shares; 2026Q2: 87,750 shares 87,750 $5.24M 0.78% +34,243 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,723 shares; 2024Q4: 157,736 shares; 2025Q1: 100,043 shares; 2025Q2: 99,846 shares; 2025Q3: 102,624 shares; 2025Q4: 102,119 shares; 2026Q1: 93,364 shares; 2026Q2: 98,505 shares 98,505 $5.21M 0.77% +5,141 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,647 shares; 2026Q2: 101,223 shares 101,223 $5.1M 0.76% +18,576 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,928 shares; 2024Q4: 37,990 shares; 2025Q1: 31,959 shares; 2025Q2: 31,959 shares; 2025Q3: 31,959 shares; 2025Q4: 31,959 shares; 2026Q1: 31,959 shares; 2026Q2: 27,959 shares 27,959 $4.94M 0.73% -4,000 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: 9,277 shares; 2025Q3: 11,613 shares; 2025Q4: 14,365 shares; 2026Q1: 122,776 shares; 2026Q2: 196,731 shares 196,731 $4.48M 0.67% +73,955 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,201 shares; 2024Q4: 140,335 shares; 2025Q1: 118,054 shares; 2025Q2: 119,897 shares; 2025Q3: 121,289 shares; 2025Q4: 125,589 shares; 2026Q1: 138,786 shares; 2026Q2: 197,532 shares 197,532 $4.41M 0.65% +58,746 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 63,996 shares; 2026Q1: 63,883 shares; 2026Q2: 63,828 shares 63,828 $3.4M 0.5% -55 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,191 shares; 2025Q3: 45,564 shares; 2025Q4: 47,763 shares; 2026Q1: 54,935 shares; 2026Q2: 65,043 shares 65,043 $3.29M 0.49% +10,108 Timeline TBLL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,458 shares; 2026Q2: 74,960 shares 74,960 $3.28M 0.49% +37,502 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,910 shares; 2024Q4: 36,222 shares; 2025Q1: 39,469 shares; 2025Q2: 40,380 shares; 2025Q3: 43,247 shares; 2025Q4: 44,073 shares; 2026Q1: 77,253 shares; 2026Q2: 111,404 shares 111,404 $3.16M 0.47% +34,151 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,956 shares; 2024Q4: 48,692 shares; 2025Q1: 45,051 shares; 2025Q2: 39,749 shares; 2025Q3: 39,154 shares; 2025Q4: 46,075 shares; 2026Q1: 116,705 shares; 2026Q2: 128,723 shares 128,723 $3.12M 0.46% +12,018 Timeline SHYM 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: 14,754 shares; 2024Q4: 16,502 shares; 2025Q1: 16,459 shares; 2025Q2: 17,703 shares; 2025Q3: 22,046 shares; 2025Q4: 21,699 shares; 2026Q1: 116,843 shares; 2026Q2: 135,923 shares 135,923 $3.05M 0.45% +19,080 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,601 shares 100,601 $2.82M 0.42% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,761 shares; 2024Q4: 9,380 shares; 2025Q1: 11,687 shares; 2025Q2: 12,078 shares; 2025Q3: 13,251 shares; 2025Q4: 13,688 shares; 2026Q1: 45,822 shares; 2026Q2: 52,023 shares 52,023 $2.74M 0.41% +6,201 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: 39,857 shares; 2024Q4: 14,733 shares; 2025Q1: 13,959 shares; 2025Q2: 12,320 shares; 2025Q3: 4,643 shares; 2025Q4: 8,925 shares; 2026Q1: 11,546 shares; 2026Q2: 14,070 shares 14,070 $2.68M 0.4% +2,524 Timeline BILS 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: 3,128 shares; 2024Q4: 2,574 shares; 2025Q1: 2,311 shares; 2025Q2: 11,401 shares; 2025Q3: 8,751 shares; 2025Q4: 8,947 shares; 2026Q1: 22,787 shares; 2026Q2: 24,640 shares 24,640 $2.45M 0.36% +1,853 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: not reported; 2024Q4: 15,421 shares; 2025Q1: 30,820 shares; 2025Q2: 23,361 shares; 2025Q3: 44,138 shares; 2025Q4: 44,104 shares; 2026Q1: 22,412 shares; 2026Q2: 29,047 shares 29,047 $2.31M 0.34% +6,635 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,542 shares; 2024Q4: 21,503 shares; 2025Q1: 24,647 shares; 2025Q2: 28,254 shares; 2025Q3: 27,432 shares; 2025Q4: 16,784 shares; 2026Q1: 18,392 shares; 2026Q2: 10,415 shares 10,415 $2.29M 0.34% -7,977 Timeline IDEV 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: 80,895 shares; 2026Q2: 22,516 shares 22,516 $2M 0.3% -58,379 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: 10,902 shares; 2024Q4: 11,836 shares; 2025Q1: 11,140 shares; 2025Q2: 11,592 shares; 2025Q3: 10,501 shares; 2025Q4: 10,319 shares; 2026Q1: 9,746 shares; 2026Q2: 18,329 shares 18,329 $1.66M 0.25% +8,583 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 4,953 shares; 2025Q1: 4,953 shares; 2025Q2: 4,812 shares; 2025Q3: 17,897 shares; 2025Q4: 5,102 shares; 2026Q1: 13,066 shares; 2026Q2: 15,000 shares 15,000 $1.53M 0.23% +1,934 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,753 shares; 2024Q4: 23,648 shares; 2025Q1: 23,694 shares; 2025Q2: 23,694 shares; 2025Q3: 23,694 shares; 2025Q4: 23,700 shares; 2026Q1: 23,608 shares; 2026Q2: 23,608 shares 23,608 $1.51M 0.22% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,878 shares; 2025Q1: 6,941 shares; 2025Q2: 6,957 shares; 2025Q3: 6,964 shares; 2025Q4: 6,781 shares; 2026Q1: 6,815 shares; 2026Q2: 6,785 shares 6,785 $1.5M 0.22% -30 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,903 shares; 2024Q4: 7,452 shares; 2025Q1: 7,239 shares; 2025Q2: 6,947 shares; 2025Q3: 6,964 shares; 2025Q4: 6,821 shares; 2026Q1: 7,552 shares; 2026Q2: 6,738 shares 6,738 $1.43M 0.21% -814 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: 5,883 shares; 2024Q4: 6,154 shares; 2025Q1: 6,421 shares; 2025Q2: 6,000 shares; 2025Q3: 6,862 shares; 2025Q4: 4,733 shares; 2026Q1: not reported; 2026Q2: 5,931 shares 5,931 $1.41M 0.21% 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: 5,180 shares; 2024Q4: 5,305 shares; 2025Q1: 5,728 shares; 2025Q2: 6,639 shares; 2025Q3: 7,312 shares; 2025Q4: 7,220 shares; 2026Q1: 11,590 shares; 2026Q2: 13,618 shares 13,618 $1.32M 0.2% +2,028 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,406 shares; 2024Q4: 11,411 shares; 2025Q1: 13,987 shares; 2025Q2: 15,771 shares; 2025Q3: 16,268 shares; 2025Q4: 20,542 shares; 2026Q1: 25,231 shares; 2026Q2: 25,320 shares 25,320 $1.31M 0.19% +89 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: 3,562 shares; 2024Q4: 4,048 shares; 2025Q1: 4,050 shares; 2025Q2: 3,835 shares; 2025Q3: 4,055 shares; 2025Q4: 2,779 shares; 2026Q1: 2,808 shares; 2026Q2: 3,428 shares 3,428 $1.23M 0.18% +620 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: 2,920 shares; 2025Q2: 3,481 shares; 2025Q3: 3,802 shares; 2025Q4: 4,448 shares; 2026Q1: 5,150 shares; 2026Q2: 12,552 shares 12,552 $1.2M 0.18% +7,402 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: 3,314 shares; 2024Q4: 3,483 shares; 2025Q1: 3,710 shares; 2025Q2: 3,778 shares; 2025Q3: 3,985 shares; 2025Q4: 2,545 shares; 2026Q1: 2,601 shares; 2026Q2: 3,241 shares 3,241 $1.15M 0.17% +640 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: 2,575 shares; 2024Q4: 2,797 shares; 2025Q1: 2,903 shares; 2025Q2: 2,711 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,137 shares; 2026Q2: 3,065 shares 3,065 $1.13M 0.17% -72 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: not reported; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 795 shares; 2026Q1: 1,007 shares; 2026Q2: 1,706 shares 1,706 $1.12M 0.17% +699 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: 6,881 shares; 2024Q4: 7,732 shares; 2025Q1: 7,450 shares; 2025Q2: 8,191 shares; 2025Q3: 9,956 shares; 2025Q4: 3,956 shares; 2026Q1: 4,155 shares; 2026Q2: 5,535 shares 5,535 $1.11M 0.16% +1,380 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: 4,957 shares; 2025Q1: 4,910 shares; 2025Q2: 4,585 shares; 2025Q3: 4,980 shares; 2025Q4: 4,961 shares; 2026Q1: 5,896 shares; 2026Q2: 5,799 shares 5,799 $1.07M 0.16% -97 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 1,522 shares 1,522 $1.07M 0.16% +631 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: 5,348 shares; 2024Q4: 7,053 shares; 2025Q1: 7,293 shares; 2025Q2: 7,311 shares; 2025Q3: 6,669 shares; 2025Q4: 11,938 shares; 2026Q1: 11,943 shares; 2026Q2: 11,734 shares 11,734 $1.06M 0.16% -209 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: 2,280 shares; 2024Q4: 2,326 shares; 2025Q1: 2,269 shares; 2025Q2: 2,260 shares; 2025Q3: 2,471 shares; 2025Q4: 2,977 shares; 2026Q1: 3,104 shares; 2026Q2: 3,247 shares 3,247 $1.06M 0.16% +143 Timeline BDYN 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: 12,757 shares; 2025Q4: 12,757 shares; 2026Q1: 36,626 shares; 2026Q2: 37,501 shares 37,501 $1.04M 0.15% +875 Timeline SYSB 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: 7,942 shares; 2026Q2: 11,154 shares 11,154 $990K 0.15% +3,212 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,044 shares; 2026Q2: 4,485 shares 4,485 $896K 0.13% +1,441 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,410 shares; 2024Q4: 11,826 shares; 2025Q1: 9,114 shares; 2025Q2: 9,132 shares; 2025Q3: 9,135 shares; 2025Q4: 7,880 shares; 2026Q1: 7,855 shares; 2026Q2: 15,377 shares 15,377 $887K 0.13% +7,522 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: 12,988 shares; 2024Q4: 12,994 shares; 2025Q1: 13,735 shares; 2025Q2: 13,759 shares; 2025Q3: 13,589 shares; 2025Q4: 13,567 shares; 2026Q1: 13,580 shares; 2026Q2: 13,583 shares 13,583 $845K 0.13% +3 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 9,365 shares; 2025Q4: 17,660 shares; 2026Q1: 21,686 shares; 2026Q2: 21,861 shares 21,861 $839K 0.12% +175 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,359 shares; 2025Q2: 84,042 shares; 2025Q3: 169,614 shares; 2025Q4: 171,491 shares; 2026Q1: 15,974 shares; 2026Q2: 12,874 shares 12,874 $788K 0.12% -3,100 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: 6,036 shares; 2024Q4: 5,686 shares; 2025Q1: 5,673 shares; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,702 shares; 2026Q1: 5,702 shares; 2026Q2: 11,385 shares 11,385 $769K 0.11% +5,683 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,946 shares; 2024Q4: 7,695 shares; 2025Q1: 7,614 shares; 2025Q2: 7,371 shares; 2025Q3: 7,161 shares; 2025Q4: 7,036 shares; 2026Q1: 7,042 shares; 2026Q2: 13,149 shares 13,149 $733K 0.11% +6,107 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,410 shares; 2024Q4: 7,138 shares; 2025Q1: 6,847 shares; 2025Q2: 6,322 shares; 2025Q3: 7,059 shares; 2025Q4: 6,559 shares; 2026Q1: 6,558 shares; 2026Q2: 6,734 shares 6,734 $650K 0.1% +176 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,032 shares 7,032 $634K 0.09% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,595 shares; 2025Q1: 1,562 shares; 2025Q2: 1,555 shares; 2025Q3: 1,569 shares; 2025Q4: 661 shares; 2026Q1: 656 shares; 2026Q2: 5,003 shares 5,003 $614K 0.09% +4,347 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: 1,035 shares 1,035 $601K 0.09% 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: 6,829 shares; 2025Q2: 7,405 shares; 2025Q3: 8,710 shares; 2025Q4: 8,854 shares; 2026Q1: 9,575 shares; 2026Q2: 11,756 shares 11,756 $592K 0.09% +2,181 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,135 shares; 2025Q1: 8,635 shares; 2025Q2: 7,635 shares; 2025Q3: 6,135 shares; 2025Q4: 5,635 shares; 2026Q1: 5,635 shares; 2026Q2: 11,270 shares 11,270 $590K 0.09% +5,635 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: 2,778 shares; 2024Q4: 3,144 shares; 2025Q1: 3,221 shares; 2025Q2: 3,195 shares; 2025Q3: 3,575 shares; 2025Q4: 2,658 shares; 2026Q1: 2,602 shares; 2026Q2: 4,279 shares 4,279 $585K 0.09% +1,677 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,558 shares; 2025Q1: 10,655 shares; 2025Q2: not reported; 2025Q3: 13,745 shares; 2025Q4: 11,849 shares; 2026Q1: 11,732 shares; 2026Q2: 11,376 shares 11,376 $583K 0.09% -356 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 623 shares; 2025Q2: 621 shares; 2025Q3: 653 shares; 2025Q4: 582 shares; 2026Q1: 578 shares; 2026Q2: 585 shares 585 $547K 0.08% +7 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 851 shares; 2025Q1: 896 shares; 2025Q2: 917 shares; 2025Q3: 887 shares; 2025Q4: 778 shares; 2026Q1: 770 shares; 2026Q2: 1,375 shares 1,375 $547K 0.08% +605 Timeline PXF 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: 93,368 shares; 2024Q4: 97,054 shares; 2025Q1: 5,896 shares; 2025Q2: 6,280 shares; 2025Q3: 4,536 shares; 2025Q4: 4,360 shares; 2026Q1: 4,366 shares; 2026Q2: 7,180 shares 7,180 $543K 0.08% +2,814 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: 520 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 485 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 4,519 shares 4,519 $540K 0.08% +4,029 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: 23,488 shares; 2024Q4: 23,531 shares; 2025Q1: 23,531 shares; 2025Q2: 23,523 shares; 2025Q3: 21,168 shares; 2025Q4: 21,079 shares; 2026Q1: 16,714 shares; 2026Q2: 14,583 shares 14,583 $539K 0.08% -2,131 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,180 shares; 2025Q2: 9,254 shares; 2025Q3: 9,876 shares; 2025Q4: 9,878 shares; 2026Q1: 9,878 shares; 2026Q2: 11,544 shares 11,544 $528K 0.08% +1,666 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,511 shares; 2024Q4: 9,530 shares; 2025Q1: 9,486 shares; 2025Q2: 9,435 shares; 2025Q3: 9,460 shares; 2025Q4: 9,322 shares; 2026Q1: 9,083 shares; 2026Q2: 9,093 shares 9,093 $514K 0.08% +10 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,187 shares; 2025Q4: 4,693 shares; 2026Q1: 10,439 shares; 2026Q2: 9,519 shares 9,519 $510K 0.08% -920 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: 43,335 shares; 2024Q4: 44,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,974 shares; 2026Q2: 19,439 shares 19,439 $510K 0.08% +8,465 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,702 shares; 2025Q2: 2,936 shares; 2025Q3: 3,081 shares; 2025Q4: 3,031 shares; 2026Q1: 3,927 shares; 2026Q2: 3,165 shares 3,165 $502K 0.07% -762 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,646 shares; 2024Q4: 22,506 shares; 2025Q1: 14,052 shares; 2025Q2: 10,469 shares; 2025Q3: 9,425 shares; 2025Q4: 9,327 shares; 2026Q1: 9,327 shares; 2026Q2: 9,200 shares 9,200 $498K 0.07% -127 Timeline STPZ 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: 8,438 shares; 2024Q4: 8,272 shares; 2025Q1: 7,405 shares; 2025Q2: 8,405 shares; 2025Q3: 8,469 shares; 2025Q4: 8,225 shares; 2026Q1: 8,981 shares; 2026Q2: 8,958 shares 8,958 $478K 0.07% -23 Timeline TFI 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: 13,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 8,614 shares; 2025Q4: 8,614 shares; 2026Q1: 8,896 shares; 2026Q2: 10,171 shares 10,171 $466K 0.07% +1,275 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 8,583 shares; 2025Q1: 8,583 shares; 2025Q2: 8,583 shares; 2025Q3: 8,583 shares; 2025Q4: 8,583 shares; 2026Q1: 8,583 shares; 2026Q2: 8,583 shares 8,583 $445K 0.07% 0 Timeline VDC 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $440K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,433 shares; 2024Q4: 10,729 shares; 2025Q1: 10,764 shares; 2025Q2: 10,785 shares; 2025Q3: 11,449 shares; 2025Q4: 9,886 shares; 2026Q1: 9,901 shares; 2026Q2: 10,341 shares 10,341 $438K 0.07% +440 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,969 shares; 2025Q2: 4,602 shares; 2025Q3: 4,951 shares; 2025Q4: 5,729 shares; 2026Q1: 6,456 shares; 2026Q2: 6,250 shares 6,250 $437K 0.06% -206 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: 909 shares; 2024Q4: 1,012 shares; 2025Q1: 1,032 shares; 2025Q2: 999 shares; 2025Q3: 1,097 shares; 2025Q4: 583 shares; 2026Q1: 531 shares; 2026Q2: 760 shares 760 $428K 0.06% +229 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 12,911 shares; 2026Q2: 11,862 shares 11,862 $426K 0.06% -1,049 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 1,304 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $425K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,184 shares; 2025Q1: 2,907 shares; 2025Q2: 2,932 shares; 2025Q3: 3,023 shares; 2025Q4: 2,138 shares; 2026Q1: 2,130 shares; 2026Q2: 2,835 shares 2,835 $415K 0.06% +705 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: 23,489 shares; 2024Q4: 23,059 shares; 2025Q1: 23,452 shares; 2025Q2: 22,283 shares; 2025Q3: 21,941 shares; 2025Q4: 22,271 shares; 2026Q1: 22,327 shares; 2026Q2: 22,385 shares 22,385 $413K 0.06% +58 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,085 shares; 2026Q2: 15,448 shares 15,448 $401K 0.06% +363 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: 30,426 shares; 2024Q4: 30,575 shares; 2025Q1: 50,794 shares; 2025Q2: 97,940 shares; 2025Q3: 83,064 shares; 2025Q4: 83,507 shares; 2026Q1: 7,753 shares; 2026Q2: 7,571 shares 7,571 $392K 0.06% -182 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 172 shares 172 $391K 0.06% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,702 shares; 2025Q4: 1,622 shares; 2026Q1: 1,622 shares; 2026Q2: 1,623 shares 1,623 $386K 0.06% +1 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,987 shares; 2024Q4: 29,626 shares; 2025Q1: 19,959 shares; 2025Q2: 10,742 shares; 2025Q3: 9,174 shares; 2025Q4: 9,179 shares; 2026Q1: 8,241 shares; 2026Q2: 7,569 shares 7,569 $382K 0.06% -672 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,546 shares; 2025Q1: 2,496 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares; 2026Q2: 2,496 shares 2,496 $380K 0.06% -9 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,663 shares; 2025Q1: 1,602 shares; 2025Q2: 1,716 shares; 2025Q3: 2,024 shares; 2025Q4: 621 shares; 2026Q1: 705 shares; 2026Q2: 988 shares 988 $373K 0.06% +283 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,980 shares 2,980 $372K 0.06% new 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: 4,110 shares; 2025Q1: 4,258 shares; 2025Q2: 4,204 shares; 2025Q3: 4,357 shares; 2025Q4: 2,919 shares; 2026Q1: 3,057 shares; 2026Q2: 3,106 shares 3,106 $365K 0.05% +49 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: 1,896 shares; 2025Q1: 1,931 shares; 2025Q2: 1,758 shares; 2025Q3: 2,202 shares; 2025Q4: 2,041 shares; 2026Q1: 2,008 shares; 2026Q2: 2,010 shares 2,010 $364K 0.05% +2 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,458 shares; 2025Q1: 5,458 shares; 2025Q2: 5,069 shares; 2025Q3: 5,034 shares; 2025Q4: 5,034 shares; 2026Q1: 5,034 shares; 2026Q2: 5,300 shares 5,300 $364K 0.05% +266 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: 483 shares; 2024Q4: 477 shares; 2025Q1: 478 shares; 2025Q2: 482 shares; 2025Q3: 484 shares; 2025Q4: 470 shares; 2026Q1: 471 shares; 2026Q2: 472 shares 472 $357K 0.05% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,898 shares; 2025Q1: 2,880 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,856 shares; 2026Q1: 2,956 shares; 2026Q2: 2,976 shares 2,976 $350K 0.05% +20 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: 2,096 shares; 2024Q4: 2,089 shares; 2025Q1: 1,912 shares; 2025Q2: 1,919 shares; 2025Q3: 1,917 shares; 2025Q4: 2,121 shares; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $345K 0.05% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,338 shares; 2025Q4: 8,157 shares; 2026Q1: 8,816 shares; 2026Q2: 8,509 shares 8,509 $342K 0.05% -307 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: 587 shares; 2024Q4: 623 shares; 2025Q1: 667 shares; 2025Q2: 676 shares; 2025Q3: 844 shares; 2025Q4: 506 shares; 2026Q1: 468 shares; 2026Q2: 644 shares 644 $322K 0.05% +176 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,255 shares 7,255 $319K 0.05% new Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,263 shares 12,263 $314K 0.05% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,276 shares 6,276 $309K 0.05% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,813 shares; 2025Q3: 6,172 shares; 2025Q4: 7,668 shares; 2026Q1: 7,863 shares; 2026Q2: 7,363 shares 7,363 $304K 0.05% -500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 4,002 shares; 2025Q1: 3,789 shares; 2025Q2: 4,026 shares; 2025Q3: 3,942 shares; 2025Q4: 3,449 shares; 2026Q1: 3,378 shares; 2026Q2: 3,396 shares 3,396 $298K 0.04% +18 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,443 shares; 2025Q3: 6,443 shares; 2025Q4: 6,874 shares; 2026Q1: 6,874 shares; 2026Q2: 6,874 shares 6,874 $291K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares; 2026Q1: 2,311 shares; 2026Q2: 2,312 shares 2,312 $288K 0.04% +1 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,457 shares; 2024Q4: 10,457 shares; 2025Q1: 11,335 shares; 2025Q2: 11,335 shares; 2025Q3: 11,685 shares; 2025Q4: 11,685 shares; 2026Q1: 11,685 shares; 2026Q2: 11,685 shares 11,685 $285K 0.04% 0 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: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 2,310 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $282K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,835 shares; 2025Q1: 3,825 shares; 2025Q2: 3,828 shares; 2025Q3: 4,066 shares; 2025Q4: 3,650 shares; 2026Q1: 3,651 shares; 2026Q2: 3,919 shares 3,919 $282K 0.04% +268 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,115 shares; 2026Q1: 6,205 shares; 2026Q2: 6,205 shares 6,205 $275K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,023 shares; 2024Q4: 12,752 shares; 2025Q1: 12,863 shares; 2025Q2: 12,867 shares; 2025Q3: 13,423 shares; 2025Q4: 10,541 shares; 2026Q1: 10,548 shares; 2026Q2: 13,192 shares 13,192 $273K 0.04% +2,644 Timeline FWD 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: not reported; 2026Q2: 1,834 shares 1,834 $272K 0.04% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037 $270K 0.04% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 927 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $270K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,350 shares 4,350 $265K 0.04% new 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: 3,628 shares; 2024Q4: 3,632 shares; 2025Q1: not reported; 2025Q2: 3,297 shares; 2025Q3: 3,290 shares; 2025Q4: 3,258 shares; 2026Q1: 3,243 shares; 2026Q2: 3,243 shares 3,243 $260K 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: 3,393 shares; 2026Q2: 4,874 shares 4,874 $259K 0.04% +1,481 Timeline VFH 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $258K 0.04% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $258K 0.04% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,293 shares; 2026Q1: not reported; 2026Q2: 2,304 shares 2,304 $258K 0.04% new Timeline CWB 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: 2,784 shares; 2024Q4: 3,309 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,270 shares; 2026Q2: 2,373 shares 2,373 $256K 0.04% +103 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 871 shares; 2025Q1: 808 shares; 2025Q2: 812 shares; 2025Q3: 839 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,133 shares 1,133 $254K 0.04% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares 1,469 $247K 0.04% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,578 shares; 2024Q4: 10,082 shares; 2025Q1: 13,171 shares; 2025Q2: 13,601 shares; 2025Q3: 15,204 shares; 2025Q4: 16,024 shares; 2026Q1: not reported; 2026Q2: 5,425 shares 5,425 $245K 0.04% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,533 shares; 2025Q3: 2,536 shares; 2025Q4: 2,529 shares; 2026Q1: 2,531 shares; 2026Q2: 2,534 shares 2,534 $244K 0.04% +3 Timeline VIS 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: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $241K 0.04% 0 Timeline DNOV 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: 4,676 shares 4,676 $240K 0.04% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,324 shares 1,324 $234K 0.03% new Timeline JMOM 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: 2,711 shares 2,711 $232K 0.03% new Timeline XTEN 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: not reported; 2024Q4: not reported; 2025Q1: 14,620 shares; 2025Q2: 33,012 shares; 2025Q3: 35,743 shares; 2025Q4: 34,675 shares; 2026Q1: 37,975 shares; 2026Q2: 4,947 shares 4,947 $225K 0.03% -33,028 Timeline LEGR 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: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $225K 0.03% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,460 shares; 2025Q4: 5,470 shares; 2026Q1: not reported; 2026Q2: 5,470 shares 5,470 $225K 0.03% new Timeline RWL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,706 shares 1,706 $218K 0.03% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $212K 0.03% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,086 shares 4,086 $203K 0.03% new Timeline IEUR 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: 3,988 shares; 2026Q2: 2,668 shares 2,668 $201K 0.03% -1,320 Timeline