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: 12,446 shares; 2024Q4: 12,718 shares; 2025Q1: 12,366 shares; 2025Q2: 12,333 shares; 2025Q3: 12,714 shares; 2025Q4: 12,673 shares; 2026Q1: 13,508 shares; 2026Q2: 104,651 shares 104,651 $12.5M 3.78% +91,143 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,280 shares; 2024Q4: 114,316 shares; 2025Q1: 116,162 shares; 2025Q2: 113,616 shares; 2025Q3: 117,707 shares; 2025Q4: 126,335 shares; 2026Q1: 127,091 shares; 2026Q2: 131,523 shares 131,523 $10.4M 3.14% +4,432 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: 137,990 shares; 2024Q4: 154,649 shares; 2025Q1: 155,941 shares; 2025Q2: 161,139 shares; 2025Q3: 174,787 shares; 2025Q4: 186,603 shares; 2026Q1: 192,097 shares; 2026Q2: 203,868 shares 203,868 $10.3M 3.11% +11,771 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: 205,336 shares; 2024Q4: 222,189 shares; 2025Q1: 223,459 shares; 2025Q2: 227,640 shares; 2025Q3: 226,973 shares; 2025Q4: 248,533 shares; 2026Q1: 245,319 shares; 2026Q2: 263,457 shares 263,457 $8.82M 2.66% +18,138 Timeline FLTR 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: 206,264 shares; 2024Q4: 221,558 shares; 2025Q1: 236,656 shares; 2025Q2: 255,518 shares; 2025Q3: 285,182 shares; 2025Q4: 327,107 shares; 2026Q1: 332,228 shares; 2026Q2: 341,380 shares 341,380 $8.74M 2.64% +9,152 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,139 shares; 2024Q4: 30,972 shares; 2025Q1: 30,887 shares; 2025Q2: 32,603 shares; 2025Q3: 32,296 shares; 2025Q4: 29,712 shares; 2026Q1: 26,316 shares; 2026Q2: 21,627 shares 21,627 $8.53M 2.58% -4,689 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354,937 shares; 2024Q4: 423,265 shares; 2025Q1: 437,477 shares; 2025Q2: 438,658 shares; 2025Q3: 444,671 shares; 2025Q4: 470,422 shares; 2026Q1: 479,552 shares; 2026Q2: 497,713 shares 497,713 $8.28M 2.5% +18,161 Timeline RSPT 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: 103,652 shares; 2024Q4: 103,629 shares; 2025Q1: 102,079 shares; 2025Q2: 103,728 shares; 2025Q3: 109,544 shares; 2025Q4: 118,349 shares; 2026Q1: 125,322 shares; 2026Q2: 126,534 shares 126,534 $8.16M 2.46% +1,212 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: 32,347 shares; 2024Q4: 32,428 shares; 2025Q1: 32,503 shares; 2025Q2: 32,792 shares; 2025Q3: 32,280 shares; 2025Q4: 34,337 shares; 2026Q1: 33,597 shares; 2026Q2: 33,410 shares 33,410 $7.33M 2.21% -187 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: 36,102 shares; 2024Q4: 36,219 shares; 2025Q1: 36,227 shares; 2025Q2: 36,305 shares; 2025Q3: 35,868 shares; 2025Q4: 38,251 shares; 2026Q1: 37,262 shares; 2026Q2: 37,265 shares 37,265 $6.96M 2.1% +3 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,471 shares; 2024Q4: 81,583 shares; 2025Q1: 82,159 shares; 2025Q2: 82,899 shares; 2025Q3: 80,974 shares; 2025Q4: 86,706 shares; 2026Q1: 84,680 shares; 2026Q2: 85,033 shares 85,033 $6.61M 2% +353 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,931 shares; 2024Q4: 42,166 shares; 2025Q1: 42,531 shares; 2025Q2: 42,735 shares; 2025Q3: 42,609 shares; 2025Q4: 42,976 shares; 2026Q1: 42,287 shares; 2026Q2: 41,776 shares 41,776 $6.2M 1.87% -511 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: 25,580 shares; 2024Q4: 23,354 shares; 2025Q1: 21,398 shares; 2025Q2: 21,269 shares; 2025Q3: 20,623 shares; 2025Q4: 20,060 shares; 2026Q1: 19,110 shares; 2026Q2: 18,884 shares 18,884 $6.18M 1.87% -226 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418,772 shares; 2024Q4: 410,828 shares; 2025Q1: 403,390 shares; 2025Q2: 383,854 shares; 2025Q3: 383,381 shares; 2025Q4: 371,955 shares; 2026Q1: 347,683 shares; 2026Q2: 294,496 shares 294,496 $6M 1.81% -53,187 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,887 shares; 2024Q4: 252,897 shares; 2025Q1: 256,770 shares; 2025Q2: 265,973 shares; 2025Q3: 268,006 shares; 2025Q4: 274,762 shares; 2026Q1: 279,678 shares; 2026Q2: 295,710 shares 295,710 $5.7M 1.72% +16,032 Timeline BSCW 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: 38,167 shares; 2025Q1: 54,579 shares; 2025Q2: 74,827 shares; 2025Q3: 85,929 shares; 2025Q4: 105,641 shares; 2026Q1: 129,797 shares; 2026Q2: 262,405 shares 262,405 $5.38M 1.62% +132,608 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: 72,029 shares; 2024Q4: 72,957 shares; 2025Q1: 74,122 shares; 2025Q2: 76,085 shares; 2025Q3: 75,674 shares; 2025Q4: 81,584 shares; 2026Q1: 78,735 shares; 2026Q2: 78,154 shares 78,154 $5.28M 1.59% -581 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: 90,633 shares; 2024Q4: 91,149 shares; 2025Q1: 90,260 shares; 2025Q2: 88,020 shares; 2025Q3: 86,019 shares; 2025Q4: 91,578 shares; 2026Q1: 93,212 shares; 2026Q2: 92,786 shares 92,786 $4.8M 1.45% -426 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,681 shares; 2024Q4: 68,824 shares; 2025Q1: 63,081 shares; 2025Q2: 61,788 shares; 2025Q3: 60,657 shares; 2025Q4: 56,898 shares; 2026Q1: 62,272 shares; 2026Q2: 62,108 shares 62,108 $4.75M 1.43% -164 Timeline VOX 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: 26,012 shares; 2024Q4: 26,334 shares; 2025Q1: 25,908 shares; 2025Q2: 25,903 shares; 2025Q3: 25,684 shares; 2025Q4: 25,404 shares; 2026Q1: 25,770 shares; 2026Q2: 25,587 shares 25,587 $4.71M 1.42% -183 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,044 shares; 2024Q4: 14,940 shares; 2025Q1: 14,805 shares; 2025Q2: 14,996 shares; 2025Q3: 14,589 shares; 2025Q4: 14,225 shares; 2026Q1: 13,750 shares; 2026Q2: 13,199 shares 13,199 $4.56M 1.38% -551 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: 10,931 shares; 2024Q4: 11,434 shares; 2025Q1: 11,576 shares; 2025Q2: 11,631 shares; 2025Q3: 11,621 shares; 2025Q4: 11,475 shares; 2026Q1: 11,233 shares; 2026Q2: 11,000 shares 11,000 $3.93M 1.19% -233 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,789 shares; 2024Q4: 11,774 shares; 2025Q1: 11,170 shares; 2025Q2: 19,180 shares; 2025Q3: 18,495 shares; 2025Q4: 18,202 shares; 2026Q1: 18,698 shares; 2026Q2: 18,814 shares 18,814 $3.77M 1.14% +116 Timeline IPKW 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: 42,778 shares; 2024Q4: 45,467 shares; 2025Q1: 46,434 shares; 2025Q2: 52,155 shares; 2025Q3: 53,942 shares; 2025Q4: 60,627 shares; 2026Q1: 64,198 shares; 2026Q2: 66,079 shares 66,079 $3.72M 1.12% +1,881 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: 61,981 shares; 2024Q4: 62,396 shares; 2025Q1: 61,684 shares; 2025Q2: 64,205 shares; 2025Q3: 64,759 shares; 2025Q4: 71,619 shares; 2026Q1: 73,683 shares; 2026Q2: 73,785 shares 73,785 $3.72M 1.12% +102 Timeline EWX 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: 30,202 shares; 2024Q4: 34,770 shares; 2025Q1: 36,665 shares; 2025Q2: 40,103 shares; 2025Q3: 40,451 shares; 2025Q4: 45,944 shares; 2026Q1: 47,923 shares; 2026Q2: 48,283 shares 48,283 $3.59M 1.08% +360 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: 59,353 shares; 2024Q4: 58,727 shares; 2025Q1: 59,448 shares; 2025Q2: 55,175 shares; 2025Q3: 55,456 shares; 2025Q4: 56,502 shares; 2026Q1: 56,872 shares; 2026Q2: 57,926 shares 57,926 $3.46M 1.04% +1,054 Timeline SPSB 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: 117,600 shares; 2024Q4: 108,928 shares; 2025Q1: 107,051 shares; 2025Q2: 106,877 shares; 2025Q3: 108,703 shares; 2025Q4: 119,304 shares; 2026Q1: 118,387 shares; 2026Q2: 114,137 shares 114,137 $3.43M 1.03% -4,250 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,607 shares; 2024Q4: 17,284 shares; 2025Q1: 16,275 shares; 2025Q2: 15,965 shares; 2025Q3: 15,840 shares; 2025Q4: 15,475 shares; 2026Q1: 14,146 shares; 2026Q2: 13,721 shares 13,721 $3.38M 1.02% -425 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,581 shares; 2024Q4: 55,362 shares; 2025Q1: 53,736 shares; 2025Q2: 53,451 shares; 2025Q3: 52,328 shares; 2025Q4: 52,737 shares; 2026Q1: 52,770 shares; 2026Q2: 52,349 shares 52,349 $3.31M 1% -421 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,750 shares; 2024Q4: 42,235 shares; 2025Q1: 42,870 shares; 2025Q2: 43,155 shares; 2025Q3: 43,031 shares; 2025Q4: 43,240 shares; 2026Q1: 42,956 shares; 2026Q2: 42,348 shares 42,348 $3.27M 0.99% -608 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,873 shares; 2025Q1: 5,176 shares; 2025Q2: 6,298 shares; 2025Q3: 6,386 shares; 2025Q4: 6,648 shares; 2026Q1: 6,667 shares; 2026Q2: 6,669 shares 6,669 $3.18M 0.96% +2 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: 43,357 shares; 2024Q4: 38,935 shares; 2025Q1: 49,154 shares; 2025Q2: 48,411 shares; 2025Q3: 61,132 shares; 2025Q4: 41,892 shares; 2026Q1: 34,890 shares; 2026Q2: 34,692 shares 34,692 $3.18M 0.96% -198 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,957 shares; 2024Q4: 113,952 shares; 2025Q1: 105,903 shares; 2025Q2: 112,872 shares; 2025Q3: 118,412 shares; 2025Q4: 131,235 shares; 2026Q1: 117,833 shares; 2026Q2: 113,727 shares 113,727 $2.85M 0.86% -4,106 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: 11,479 shares; 2024Q4: 11,185 shares; 2025Q1: 10,931 shares; 2025Q2: 10,591 shares; 2025Q3: 9,991 shares; 2025Q4: 9,863 shares; 2026Q1: 9,774 shares; 2026Q2: 9,593 shares 9,593 $2.78M 0.84% -181 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: 29,745 shares; 2024Q4: 28,128 shares; 2025Q1: 26,408 shares; 2025Q2: 25,363 shares; 2025Q3: 24,195 shares; 2025Q4: 23,565 shares; 2026Q1: 23,430 shares; 2026Q2: 22,494 shares 22,494 $2.64M 0.8% -936 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,112 shares; 2024Q4: 11,927 shares; 2025Q1: 11,782 shares; 2025Q2: 11,516 shares; 2025Q3: 11,494 shares; 2025Q4: 11,706 shares; 2026Q1: 11,686 shares; 2026Q2: 11,768 shares 11,768 $2.59M 0.78% +82 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,382 shares; 2024Q4: 43,814 shares; 2025Q1: 45,486 shares; 2025Q2: 47,603 shares; 2025Q3: 47,899 shares; 2025Q4: 52,547 shares; 2026Q1: 54,031 shares; 2026Q2: 51,055 shares 51,055 $2.58M 0.78% -2,976 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,306 shares; 2024Q4: 21,496 shares; 2025Q1: 21,841 shares; 2025Q2: 22,215 shares; 2025Q3: 22,617 shares; 2025Q4: 22,858 shares; 2026Q1: 23,198 shares; 2026Q2: 23,174 shares 23,174 $2.51M 0.76% -24 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,492 shares; 2024Q4: 15,487 shares; 2025Q1: 14,929 shares; 2025Q2: 14,559 shares; 2025Q3: 14,298 shares; 2025Q4: 13,551 shares; 2026Q1: 13,211 shares; 2026Q2: 13,095 shares 13,095 $2.48M 0.75% -116 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: 6,793 shares; 2024Q4: 6,671 shares; 2025Q1: 6,618 shares; 2025Q2: 6,614 shares; 2025Q3: 6,590 shares; 2025Q4: 13,130 shares; 2026Q1: 12,924 shares; 2026Q2: 12,769 shares 12,769 $2.43M 0.73% -155 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,155 shares; 2024Q4: 13,225 shares; 2025Q1: 12,708 shares; 2025Q2: 12,593 shares; 2025Q3: 12,238 shares; 2025Q4: 12,118 shares; 2026Q1: 12,052 shares; 2026Q2: 12,008 shares 12,008 $2.42M 0.73% -44 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,761 shares; 2024Q4: 38,246 shares; 2025Q1: 37,735 shares; 2025Q2: 34,724 shares; 2025Q3: 34,808 shares; 2025Q4: 36,115 shares; 2026Q1: 37,045 shares; 2026Q2: 37,313 shares 37,313 $2.41M 0.73% +268 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: 28,046 shares; 2024Q4: 25,487 shares; 2025Q1: 24,265 shares; 2025Q2: 23,998 shares; 2025Q3: 23,468 shares; 2025Q4: 23,295 shares; 2026Q1: 23,925 shares; 2026Q2: 28,228 shares 28,228 $2.33M 0.7% +4,303 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,994 shares; 2024Q4: 4,863 shares; 2025Q1: 4,773 shares; 2025Q2: 4,725 shares; 2025Q3: 4,723 shares; 2025Q4: 4,673 shares; 2026Q1: 4,619 shares; 2026Q2: 4,634 shares 4,634 $2.32M 0.7% +15 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,120 shares; 2024Q4: 21,876 shares; 2025Q1: 21,654 shares; 2025Q2: 21,960 shares; 2025Q3: 21,869 shares; 2025Q4: 22,296 shares; 2026Q1: 22,767 shares; 2026Q2: 22,917 shares 22,917 $2.21M 0.67% +150 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: 27,112 shares; 2024Q4: 26,218 shares; 2025Q1: 25,851 shares; 2025Q2: 25,734 shares; 2025Q3: 25,524 shares; 2025Q4: 25,386 shares; 2026Q1: 25,200 shares; 2026Q2: 25,081 shares 25,081 $2.2M 0.67% -119 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: 8,351 shares; 2024Q4: 8,027 shares; 2025Q1: 8,027 shares; 2025Q2: 8,866 shares; 2025Q3: 8,866 shares; 2025Q4: 8,854 shares; 2026Q1: 8,823 shares; 2026Q2: 8,431 shares 8,431 $2.15M 0.65% -392 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,082 shares; 2024Q4: 4,689 shares; 2025Q1: 4,645 shares; 2025Q2: 4,673 shares; 2025Q3: 5,529 shares; 2025Q4: 5,469 shares; 2026Q1: 5,572 shares; 2026Q2: 5,540 shares 5,540 $2.14M 0.65% -32 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: 4,070 shares; 2024Q4: 4,199 shares; 2025Q1: 4,056 shares; 2025Q2: 5,224 shares; 2025Q3: 4,885 shares; 2025Q4: 4,986 shares; 2026Q1: 4,994 shares; 2026Q2: 4,952 shares 4,952 $2.06M 0.62% -42 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: 26,395 shares; 2024Q4: 26,633 shares; 2025Q1: 27,001 shares; 2025Q2: 25,979 shares; 2025Q3: 26,747 shares; 2025Q4: 27,618 shares; 2026Q1: 27,737 shares; 2026Q2: 28,631 shares 28,631 $2.04M 0.62% +894 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,358 shares; 2024Q4: 38,692 shares; 2025Q1: 38,242 shares; 2025Q2: 37,493 shares; 2025Q3: 37,578 shares; 2025Q4: 42,973 shares; 2026Q1: 40,721 shares; 2026Q2: 40,235 shares 40,235 $2.03M 0.61% -486 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,453 shares; 2026Q2: 10,398 shares 10,398 $1.97M 0.6% -55 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,283 shares; 2024Q4: 41,175 shares; 2025Q1: 42,086 shares; 2025Q2: 38,527 shares; 2025Q3: 38,101 shares; 2025Q4: 38,045 shares; 2026Q1: 38,872 shares; 2026Q2: 40,136 shares 40,136 $1.85M 0.56% +1,264 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,094 shares; 2024Q4: 26,767 shares; 2025Q1: 25,790 shares; 2025Q2: 22,365 shares; 2025Q3: 21,472 shares; 2025Q4: 20,987 shares; 2026Q1: 21,315 shares; 2026Q2: 20,145 shares 20,145 $1.84M 0.55% -1,170 Timeline RSPD 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: 31,277 shares; 2024Q4: 31,507 shares; 2025Q1: 31,779 shares; 2025Q2: 31,698 shares; 2025Q3: 31,802 shares; 2025Q4: 32,649 shares; 2026Q1: 32,379 shares; 2026Q2: 32,679 shares 32,679 $1.83M 0.55% +300 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: 5,849 shares; 2024Q4: 5,570 shares; 2025Q1: 5,559 shares; 2025Q2: 5,544 shares; 2025Q3: 5,551 shares; 2025Q4: 5,503 shares; 2026Q1: 5,483 shares; 2026Q2: 21,841 shares 21,841 $1.76M 0.53% +16,358 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: 4,813 shares; 2024Q4: 4,779 shares; 2025Q1: 4,779 shares; 2025Q2: 4,758 shares; 2025Q3: 4,708 shares; 2025Q4: 4,694 shares; 2026Q1: 4,673 shares; 2026Q2: 4,661 shares 4,661 $1.72M 0.52% -12 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: 4,468 shares; 2024Q4: 4,264 shares; 2025Q1: 4,119 shares; 2025Q2: 3,831 shares; 2025Q3: 3,746 shares; 2025Q4: 3,747 shares; 2026Q1: 3,917 shares; 2026Q2: 4,445 shares 4,445 $1.66M 0.5% +528 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,395 shares; 2024Q4: 11,479 shares; 2025Q1: 11,467 shares; 2025Q2: 11,276 shares; 2025Q3: 11,500 shares; 2025Q4: 11,382 shares; 2026Q1: 11,897 shares; 2026Q2: 11,761 shares 11,761 $1.64M 0.49% -136 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: 2,057 shares; 2024Q4: 2,027 shares; 2025Q1: 2,016 shares; 2025Q2: 2,008 shares; 2025Q3: 2,004 shares; 2025Q4: 1,993 shares; 2026Q1: 2,118 shares; 2026Q2: 2,115 shares 2,115 $1.58M 0.48% -3 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,768 shares; 2024Q4: 7,890 shares; 2025Q1: 7,667 shares; 2025Q2: 7,388 shares; 2025Q3: 7,139 shares; 2025Q4: 6,889 shares; 2026Q1: 6,809 shares; 2026Q2: 6,742 shares 6,742 $1.54M 0.47% -67 Timeline SGOV 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: 16,653 shares; 2026Q1: 16,940 shares; 2026Q2: 15,250 shares 15,250 $1.54M 0.46% -1,690 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,804 shares; 2024Q4: 12,713 shares; 2025Q1: 12,554 shares; 2025Q2: 12,084 shares; 2025Q3: 12,086 shares; 2025Q4: 11,877 shares; 2026Q1: 11,868 shares; 2026Q2: 11,822 shares 11,822 $1.53M 0.46% -46 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,240 shares; 2024Q4: 11,599 shares; 2025Q1: 11,627 shares; 2025Q2: 11,537 shares; 2025Q3: 11,533 shares; 2025Q4: 11,535 shares; 2026Q1: 11,367 shares; 2026Q2: 11,172 shares 11,172 $1.51M 0.46% -195 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: 1,592 shares; 2024Q4: 2,092 shares; 2025Q1: 2,146 shares; 2025Q2: 3,947 shares; 2025Q3: 4,286 shares; 2025Q4: 4,635 shares; 2026Q1: 4,885 shares; 2026Q2: 5,042 shares 5,042 $1.51M 0.46% +157 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,614 shares; 2025Q1: 1,608 shares; 2025Q2: 1,587 shares; 2025Q3: 1,548 shares; 2025Q4: 1,507 shares; 2026Q1: 1,485 shares; 2026Q2: 1,480 shares 1,480 $1.5M 0.45% -5 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: 15,108 shares; 2024Q4: 12,458 shares; 2025Q1: 13,208 shares; 2025Q2: 15,708 shares; 2025Q3: 21,708 shares; 2025Q4: 25,923 shares; 2026Q1: 25,223 shares; 2026Q2: 28,971 shares 28,971 $1.48M 0.45% +3,748 Timeline BSCT 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: 16,071 shares; 2024Q4: 20,246 shares; 2025Q1: 21,921 shares; 2025Q2: 28,086 shares; 2025Q3: 31,771 shares; 2025Q4: 56,426 shares; 2026Q1: 63,289 shares; 2026Q2: 74,276 shares 74,276 $1.38M 0.42% +10,987 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: 4,798 shares; 2024Q4: 4,656 shares; 2025Q1: 4,660 shares; 2025Q2: 4,622 shares; 2025Q3: 4,583 shares; 2025Q4: 4,545 shares; 2026Q1: 4,505 shares; 2026Q2: 4,433 shares 4,433 $1.34M 0.41% -72 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,789 shares; 2024Q4: 17,829 shares; 2025Q1: 17,946 shares; 2025Q2: 18,037 shares; 2025Q3: 17,991 shares; 2025Q4: 18,691 shares; 2026Q1: 19,244 shares; 2026Q2: 19,174 shares 19,174 $1.33M 0.4% -70 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: 1,818 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,783 shares; 2025Q3: 1,781 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares; 2026Q2: 1,777 shares 1,777 $1.33M 0.4% 0 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: 13,303 shares; 2024Q4: 13,275 shares; 2025Q1: 13,278 shares; 2025Q2: 14,426 shares; 2025Q3: 14,384 shares; 2025Q4: 17,292 shares; 2026Q1: 15,800 shares; 2026Q2: 15,800 shares 15,800 $1.31M 0.4% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,506 shares; 2024Q4: 21,484 shares; 2025Q1: 24,749 shares; 2025Q2: 25,733 shares; 2025Q3: 27,138 shares; 2025Q4: 34,243 shares; 2026Q1: 29,682 shares; 2026Q2: 25,631 shares 25,631 $1.3M 0.39% -4,051 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,949 shares; 2024Q4: 29,439 shares; 2025Q1: 29,315 shares; 2025Q2: 29,315 shares; 2025Q3: 28,966 shares; 2025Q4: 28,333 shares; 2026Q1: 27,632 shares; 2026Q2: 26,822 shares 26,822 $1.27M 0.38% -810 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,689 shares; 2024Q4: 28,507 shares; 2025Q1: 27,042 shares; 2025Q2: 27,550 shares; 2025Q3: 27,682 shares; 2025Q4: 29,526 shares; 2026Q1: 29,781 shares; 2026Q2: 29,444 shares 29,444 $1.27M 0.38% -337 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: 3,509 shares; 2024Q4: 3,535 shares; 2025Q1: 3,520 shares; 2025Q2: 3,512 shares; 2025Q3: 3,518 shares; 2025Q4: 3,454 shares; 2026Q1: 3,424 shares; 2026Q2: 3,424 shares 3,424 $1.24M 0.37% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,731 shares; 2024Q4: 4,420 shares; 2025Q1: 4,206 shares; 2025Q2: 4,225 shares; 2025Q3: 4,240 shares; 2025Q4: 4,297 shares; 2026Q1: 4,211 shares; 2026Q2: 4,084 shares 4,084 $1.22M 0.37% -127 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: 2,690 shares; 2024Q4: 2,925 shares; 2025Q1: 2,747 shares; 2025Q2: 4,254 shares; 2025Q3: 4,304 shares; 2025Q4: 4,526 shares; 2026Q1: 5,116 shares; 2026Q2: 5,041 shares 5,041 $1.2M 0.36% -75 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,105 shares; 2024Q4: 6,795 shares; 2025Q1: 6,805 shares; 2025Q2: 7,076 shares; 2025Q3: 7,660 shares; 2025Q4: 7,707 shares; 2026Q1: 7,596 shares; 2026Q2: 7,590 shares 7,590 $1.2M 0.36% -6 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,037 shares; 2025Q1: 16,061 shares; 2025Q2: 15,292 shares; 2025Q3: 21,047 shares; 2025Q4: 17,766 shares; 2026Q1: 28,224 shares; 2026Q2: 23,666 shares 23,666 $1.13M 0.34% -4,558 Timeline BSCR 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: 221,809 shares; 2024Q4: 184,247 shares; 2025Q1: 180,259 shares; 2025Q2: 173,429 shares; 2025Q3: 169,355 shares; 2025Q4: 156,423 shares; 2026Q1: 112,555 shares; 2026Q2: 57,840 shares 57,840 $1.13M 0.34% -54,715 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,840 shares; 2024Q4: 16,220 shares; 2025Q1: 16,920 shares; 2025Q2: 18,805 shares; 2025Q3: 22,189 shares; 2025Q4: 22,339 shares; 2026Q1: 22,339 shares; 2026Q2: 22,024 shares 22,024 $1.12M 0.34% -315 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,840 shares; 2024Q4: 10,887 shares; 2025Q1: 10,700 shares; 2025Q2: 10,789 shares; 2025Q3: 10,876 shares; 2025Q4: 11,652 shares; 2026Q1: 11,943 shares; 2026Q2: 11,647 shares 11,647 $1.1M 0.33% -296 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 3,806 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,542 shares; 2025Q4: 3,536 shares; 2026Q1: 3,651 shares; 2026Q2: 3,497 shares 3,497 $1.08M 0.33% -154 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: 1,512 shares; 2024Q4: 1,502 shares; 2025Q1: 1,503 shares; 2025Q2: 1,492 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares; 2026Q2: 1,495 shares 1,495 $1.05M 0.32% +1 Timeline VCR 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: 2,754 shares; 2024Q4: 2,697 shares; 2025Q1: 2,662 shares; 2025Q2: 2,661 shares; 2025Q3: 2,629 shares; 2025Q4: 2,619 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $1.05M 0.32% 0 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: 4,614 shares; 2024Q4: 4,570 shares; 2025Q1: 3,670 shares; 2025Q2: 3,511 shares; 2025Q3: 3,247 shares; 2025Q4: 3,091 shares; 2026Q1: 2,930 shares; 2026Q2: 2,894 shares 2,894 $1.02M 0.31% -36 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,222 shares; 2024Q4: 7,828 shares; 2025Q1: 7,183 shares; 2025Q2: 6,855 shares; 2025Q3: 6,376 shares; 2025Q4: 6,468 shares; 2026Q1: 6,212 shares; 2026Q2: 6,165 shares 6,165 $1.02M 0.31% -47 Timeline XBI 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: 10,647 shares; 2024Q4: 9,444 shares; 2025Q1: 8,547 shares; 2025Q2: 6,763 shares; 2025Q3: 6,401 shares; 2025Q4: 6,411 shares; 2026Q1: 6,388 shares; 2026Q2: 6,388 shares 6,388 $1.01M 0.31% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: 4,022 shares; 2025Q1: 3,882 shares; 2025Q2: 3,868 shares; 2025Q3: 3,746 shares; 2025Q4: 3,647 shares; 2026Q1: 3,592 shares; 2026Q2: 3,590 shares 3,590 $1.01M 0.3% -2 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares; 2026Q1: 3,705 shares; 2026Q2: 3,705 shares 3,705 $996K 0.3% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,513 shares; 2024Q4: 4,128 shares; 2025Q1: 3,908 shares; 2025Q2: 4,316 shares; 2025Q3: not reported; 2025Q4: 5,944 shares; 2026Q1: 9,793 shares; 2026Q2: 13,200 shares 13,200 $958K 0.29% +3,407 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,059 shares 37,059 $933K 0.28% new Timeline VT 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: 5,209 shares; 2024Q4: 5,107 shares; 2025Q1: 5,094 shares; 2025Q2: 4,943 shares; 2025Q3: 4,842 shares; 2025Q4: 4,766 shares; 2026Q1: 4,858 shares; 2026Q2: 5,939 shares 5,939 $932K 0.28% +1,081 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 4,979 shares; 2025Q1: 4,954 shares; 2025Q2: 4,776 shares; 2025Q3: 4,735 shares; 2025Q4: 4,731 shares; 2026Q1: 4,687 shares; 2026Q2: 4,722 shares 4,722 $920K 0.28% +35 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,886 shares; 2024Q4: 15,044 shares; 2025Q1: 13,786 shares; 2025Q2: 13,703 shares; 2025Q3: 13,701 shares; 2025Q4: 13,201 shares; 2026Q1: 13,135 shares; 2026Q2: 12,792 shares 12,792 $915K 0.28% -343 Timeline XLY 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: 3,869 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 7,726 shares; 2026Q1: 7,726 shares; 2026Q2: 7,726 shares 7,726 $906K 0.27% 0 Timeline XLB 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: 9,721 shares; 2024Q4: 9,236 shares; 2025Q1: 9,258 shares; 2025Q2: 9,391 shares; 2025Q3: 9,269 shares; 2025Q4: 18,533 shares; 2026Q1: 17,856 shares; 2026Q2: 17,682 shares 17,682 $899K 0.27% -174 Timeline SHM 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: 11,315 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,321 shares; 2025Q3: 18,715 shares; 2025Q4: 18,715 shares; 2026Q1: 18,715 shares; 2026Q2: 18,715 shares 18,715 $898K 0.27% 0 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: 3,193 shares; 2024Q4: 4,445 shares; 2025Q1: 4,440 shares; 2025Q2: 4,021 shares; 2025Q3: 3,825 shares; 2025Q4: 3,873 shares; 2026Q1: 4,056 shares; 2026Q2: 4,138 shares 4,138 $881K 0.27% +82 Timeline VDE 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: 4,452 shares; 2024Q4: 4,933 shares; 2025Q1: 4,747 shares; 2025Q2: 5,078 shares; 2025Q3: 5,050 shares; 2025Q4: 5,642 shares; 2026Q1: 5,583 shares; 2026Q2: 5,462 shares 5,462 $820K 0.25% -121 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,672 shares; 2025Q1: 1,654 shares; 2025Q2: 1,614 shares; 2025Q3: 1,648 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,637 shares 1,637 $813K 0.25% -12 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,588 shares; 2024Q4: 7,588 shares; 2025Q1: 7,588 shares; 2025Q2: 7,588 shares; 2025Q3: 7,588 shares; 2025Q4: 7,588 shares; 2026Q1: 7,588 shares; 2026Q2: 7,588 shares 7,588 $808K 0.24% 0 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: 2,096 shares; 2024Q4: 2,040 shares; 2025Q1: 1,813 shares; 2025Q2: 1,720 shares; 2025Q3: 1,705 shares; 2025Q4: 1,680 shares; 2026Q1: 1,614 shares; 2026Q2: 1,602 shares 1,602 $802K 0.24% -12 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,703 shares; 2024Q4: 8,553 shares; 2025Q1: 8,365 shares; 2025Q2: 8,281 shares; 2025Q3: 8,748 shares; 2025Q4: 7,760 shares; 2026Q1: 7,742 shares; 2026Q2: 7,678 shares 7,678 $798K 0.24% -64 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: 7,637 shares; 2024Q4: 9,050 shares; 2025Q1: 9,619 shares; 2025Q2: 10,254 shares; 2025Q3: 10,554 shares; 2025Q4: 14,386 shares; 2026Q1: 12,758 shares; 2026Q2: 12,811 shares 12,811 $739K 0.22% +53 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 2,888 shares; 2026Q2: 2,888 shares 2,888 $738K 0.22% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,548 shares; 2024Q4: 20,328 shares; 2025Q1: 18,978 shares; 2025Q2: 18,932 shares; 2025Q3: 18,869 shares; 2025Q4: 19,124 shares; 2026Q1: 20,264 shares; 2026Q2: 20,264 shares 20,264 $734K 0.22% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,609 shares; 2026Q1: 11,609 shares; 2026Q2: 12,527 shares 12,527 $729K 0.22% +918 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,345 shares; 2024Q4: 26,828 shares; 2025Q1: 25,411 shares; 2025Q2: 24,785 shares; 2025Q3: 22,080 shares; 2025Q4: 21,872 shares; 2026Q1: 21,767 shares; 2026Q2: 21,767 shares 21,767 $698K 0.21% 0 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: 3,158 shares; 2024Q4: 3,050 shares; 2025Q1: 3,030 shares; 2025Q2: 3,028 shares; 2025Q3: 3,027 shares; 2025Q4: 2,955 shares; 2026Q1: 2,885 shares; 2026Q2: 2,872 shares 2,872 $680K 0.21% -13 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $653K 0.2% 0 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: 7,588 shares; 2024Q4: 7,578 shares; 2025Q1: 7,462 shares; 2025Q2: 7,112 shares; 2025Q3: 6,914 shares; 2025Q4: 6,779 shares; 2026Q1: 6,779 shares; 2026Q2: 6,779 shares 6,779 $615K 0.19% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,978 shares 1,978 $594K 0.18% -6 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: 8,972 shares; 2024Q4: 8,881 shares; 2025Q1: 9,010 shares; 2025Q2: 6,593 shares; 2025Q3: 6,572 shares; 2025Q4: 6,373 shares; 2026Q1: 6,340 shares; 2026Q2: 6,313 shares 6,313 $573K 0.17% -27 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,120 shares; 2024Q4: 9,070 shares; 2025Q1: 9,199 shares; 2025Q2: 9,997 shares; 2025Q3: 11,056 shares; 2025Q4: 11,646 shares; 2026Q1: 12,991 shares; 2026Q2: 12,991 shares 12,991 $550K 0.17% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,964 shares; 2024Q4: 1,719 shares; 2025Q1: 1,691 shares; 2025Q2: 1,545 shares; 2025Q3: 1,472 shares; 2025Q4: 1,406 shares; 2026Q1: 1,293 shares; 2026Q2: 2,113 shares 2,113 $537K 0.16% +820 Timeline RSPG 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: 5,447 shares; 2024Q4: 5,476 shares; 2025Q1: 5,383 shares; 2025Q2: 5,383 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,270 shares; 2026Q2: 5,240 shares 5,240 $513K 0.15% -30 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: 3,159 shares; 2025Q1: 3,154 shares; 2025Q2: 3,366 shares; 2025Q3: 3,421 shares; 2025Q4: 3,483 shares; 2026Q1: 3,432 shares; 2026Q2: 3,449 shares 3,449 $506K 0.15% +17 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,806 shares; 2024Q4: 14,806 shares; 2025Q1: 14,806 shares; 2025Q2: 14,806 shares; 2025Q3: 14,806 shares; 2025Q4: 7,406 shares; 2026Q1: 7,406 shares; 2026Q2: 7,406 shares 7,406 $506K 0.15% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 1,043 shares; 2026Q1: 1,218 shares; 2026Q2: 1,318 shares 1,318 $495K 0.15% +100 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: 1,376 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,384 shares; 2026Q2: 1,304 shares 1,304 $487K 0.15% -80 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 328 shares; 2025Q4: 352 shares; 2026Q1: 348 shares; 2026Q2: 398 shares 398 $477K 0.14% +50 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG 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: 900 shares; 2026Q1: 1,118 shares; 2026Q2: 1,186 shares 1,186 $471K 0.14% +68 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: 847 shares; 2024Q4: 809 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 819 shares; 2026Q2: 821 shares 821 $462K 0.14% +2 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES 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: 17,268 shares; 2025Q4: 18,183 shares; 2026Q1: 16,526 shares; 2026Q2: 16,076 shares 16,076 $454K 0.14% -450 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: 1,366 shares; 2024Q4: 1,361 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $449K 0.14% 0 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: 4,383 shares; 2024Q4: 4,383 shares; 2025Q1: 4,371 shares; 2025Q2: 4,351 shares; 2025Q3: 4,351 shares; 2025Q4: 4,469 shares; 2026Q1: 4,518 shares; 2026Q2: 4,569 shares 4,569 $441K 0.13% +51 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 5,390 shares; 2025Q1: 5,315 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,124 shares; 2026Q1: 5,098 shares; 2026Q2: 4,956 shares 4,956 $440K 0.13% -142 Timeline FLRN 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: 22,315 shares; 2024Q4: 18,686 shares; 2025Q1: 12,576 shares; 2025Q2: 14,425 shares; 2025Q3: 7,811 shares; 2025Q4: 10,436 shares; 2026Q1: 11,201 shares; 2026Q2: 14,131 shares 14,131 $436K 0.13% +2,930 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: 3,437 shares; 2024Q4: 3,360 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,242 shares; 2026Q2: 3,242 shares 3,242 $427K 0.13% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,795 shares; 2026Q1: 4,230 shares; 2026Q2: 4,356 shares 4,356 $420K 0.13% +126 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,260 shares; 2024Q4: 5,236 shares; 2025Q1: 5,025 shares; 2025Q2: 5,028 shares; 2025Q3: 5,055 shares; 2025Q4: 5,147 shares; 2026Q1: 5,178 shares; 2026Q2: 5,098 shares 5,098 $419K 0.13% -80 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,518 shares; 2025Q1: 1,478 shares; 2025Q2: 1,455 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,433 shares; 2026Q2: 1,415 shares 1,415 $415K 0.13% -18 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: 347 shares; 2025Q4: 347 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $404K 0.12% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares; 2026Q2: 5,660 shares 5,660 $404K 0.12% -90 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: 6,554 shares; 2024Q4: 6,019 shares; 2025Q1: 6,019 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares; 2025Q4: 7,594 shares; 2026Q1: 7,594 shares; 2026Q2: 7,594 shares 7,594 $399K 0.12% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,163 shares; 2024Q4: 10,536 shares; 2025Q1: 10,080 shares; 2025Q2: 6,005 shares; 2025Q3: 4,679 shares; 2025Q4: 3,834 shares; 2026Q1: 3,030 shares; 2026Q2: 2,993 shares 2,993 $385K 0.12% -37 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,899 shares; 2024Q4: 2,897 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,870 shares; 2025Q4: 2,864 shares; 2026Q1: 2,864 shares; 2026Q2: 2,864 shares 2,864 $380K 0.11% 0 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: 7,250 shares; 2024Q4: 7,150 shares; 2025Q1: 6,984 shares; 2025Q2: 6,964 shares; 2025Q3: 6,958 shares; 2025Q4: 6,958 shares; 2026Q1: 6,958 shares; 2026Q2: 6,998 shares 6,998 $375K 0.11% +40 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,299 shares; 2024Q4: 8,024 shares; 2025Q1: 8,024 shares; 2025Q2: 8,196 shares; 2025Q3: 8,304 shares; 2025Q4: 8,364 shares; 2026Q1: 8,375 shares; 2026Q2: 8,375 shares 8,375 $373K 0.11% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,118 shares; 2024Q4: 85,811 shares; 2025Q1: 80,626 shares; 2025Q2: 88,476 shares; 2025Q3: 82,373 shares; 2025Q4: 77,397 shares; 2026Q1: 78,961 shares; 2026Q2: 68,505 shares 68,505 $371K 0.11% -10,456 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,917 shares; 2025Q1: 2,942 shares; 2025Q2: 2,768 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares; 2026Q1: 2,671 shares; 2026Q2: 2,486 shares 2,486 $370K 0.11% -185 Timeline BALT 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: 10,465 shares; 2024Q4: 10,465 shares; 2025Q1: 10,465 shares; 2025Q2: 10,465 shares; 2025Q3: 10,465 shares; 2025Q4: 10,465 shares; 2026Q1: 10,465 shares; 2026Q2: 10,465 shares 10,465 $359K 0.11% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: 1,084 shares; 2025Q1: 982 shares; 2025Q2: 974 shares; 2025Q3: 965 shares; 2025Q4: 1,003 shares; 2026Q1: 1,057 shares; 2026Q2: 1,048 shares 1,048 $354K 0.11% -9 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,915 shares; 2024Q4: 23,797 shares; 2025Q1: 22,899 shares; 2025Q2: 21,235 shares; 2025Q3: 18,972 shares; 2025Q4: 18,767 shares; 2026Q1: 18,592 shares; 2026Q2: 18,309 shares 18,309 $349K 0.11% -283 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357 shares; 2026Q1: 335 shares; 2026Q2: 314 shares 314 $334K 0.1% -21 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,882 shares; 2024Q4: 5,097 shares; 2025Q1: 5,097 shares; 2025Q2: 4,942 shares; 2025Q3: 4,942 shares; 2025Q4: 5,117 shares; 2026Q1: 5,117 shares; 2026Q2: 5,117 shares 5,117 $320K 0.1% 0 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,906 shares; 2024Q4: 7,550 shares; 2025Q1: 7,994 shares; 2025Q2: 8,444 shares; 2025Q3: 8,290 shares; 2025Q4: 8,290 shares; 2026Q1: 8,290 shares; 2026Q2: 7,740 shares 7,740 $316K 0.1% -550 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 2,084 shares; 2025Q1: 2,160 shares; 2025Q2: 2,035 shares; 2025Q3: 2,020 shares; 2025Q4: 1,919 shares; 2026Q1: 1,910 shares; 2026Q2: 1,848 shares 1,848 $311K 0.09% -62 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: 1,707 shares; 2024Q4: 1,532 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $306K 0.09% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,345 shares; 2026Q1: 1,331 shares; 2026Q2: 1,383 shares 1,383 $301K 0.09% +52 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: 5,480 shares; 2024Q4: 5,480 shares; 2025Q1: 5,480 shares; 2025Q2: 5,480 shares; 2025Q3: 5,480 shares; 2025Q4: 5,480 shares; 2026Q1: 5,480 shares; 2026Q2: 5,480 shares 5,480 $294K 0.09% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 967 shares 967 $288K 0.09% new Timeline RSPS 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: 8,763 shares; 2024Q4: 9,161 shares; 2025Q1: 12,881 shares; 2025Q2: 12,854 shares; 2025Q3: 12,704 shares; 2025Q4: 8,917 shares; 2026Q1: 8,781 shares; 2026Q2: 9,371 shares 9,371 $281K 0.08% +590 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,510 shares; 2025Q1: 2,480 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,541 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares 2,606 $279K 0.08% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,725 shares; 2024Q4: 14,840 shares; 2025Q1: 14,840 shares; 2025Q2: 15,275 shares; 2025Q3: 15,275 shares; 2025Q4: 15,200 shares; 2026Q1: 15,300 shares; 2026Q2: 15,300 shares 15,300 $274K 0.08% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,761 shares; 2024Q4: 12,479 shares; 2025Q1: 11,755 shares; 2025Q2: 11,202 shares; 2025Q3: 10,758 shares; 2025Q4: 9,768 shares; 2026Q1: 7,521 shares; 2026Q2: 6,987 shares 6,987 $272K 0.08% -534 Timeline XPH 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: 4,866 shares; 2024Q4: 4,984 shares; 2025Q1: 4,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,986 shares; 2026Q1: 3,986 shares; 2026Q2: 3,986 shares 3,986 $264K 0.08% 0 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: 6,092 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 6,092 shares; 2025Q4: 6,092 shares; 2026Q1: 6,092 shares; 2026Q2: 6,092 shares 6,092 $262K 0.08% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 3,008 shares; 2026Q2: 3,008 shares 3,008 $252K 0.08% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,087 shares; 2024Q4: 3,627 shares; 2025Q1: 3,569 shares; 2025Q2: 1,875 shares; 2025Q3: 1,728 shares; 2025Q4: 1,702 shares; 2026Q1: 1,664 shares; 2026Q2: 1,629 shares 1,629 $247K 0.07% -35 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 2,322 shares 2,322 $243K 0.07% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $234K 0.07% 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: 3,488 shares; 2024Q4: 3,306 shares; 2025Q1: 3,232 shares; 2025Q2: 3,067 shares; 2025Q3: 1,623 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares; 2026Q2: 1,535 shares 1,535 $225K 0.07% -60 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197 shares; 2024Q4: 1,134 shares; 2025Q1: 1,139 shares; 2025Q2: 1,058 shares; 2025Q3: 1,038 shares; 2025Q4: 949 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $224K 0.07% 0 Timeline OEF 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: 703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: not reported; 2026Q2: 589 shares 589 $215K 0.07% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,252 shares; 2025Q1: 4,252 shares; 2025Q2: 4,222 shares; 2025Q3: 4,222 shares; 2025Q4: 4,222 shares; 2026Q1: 4,222 shares; 2026Q2: 3,947 shares 3,947 $210K 0.06% -275 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: 3,887 shares; 2026Q2: 3,887 shares 3,887 $206K 0.06% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,067 shares; 2024Q4: 16,067 shares; 2025Q1: 16,067 shares; 2025Q2: 16,067 shares; 2025Q3: 16,067 shares; 2025Q4: 16,067 shares; 2026Q1: 16,067 shares; 2026Q2: 16,067 shares 16,067 $204K 0.06% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,029 shares; 2024Q4: 13,549 shares; 2025Q1: 11,986 shares; 2025Q2: 11,570 shares; 2025Q3: 11,028 shares; 2025Q4: 11,028 shares; 2026Q1: 11,040 shares; 2026Q2: 10,697 shares 10,697 $198K 0.06% -343 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,624 shares; 2025Q3: 10,325 shares; 2025Q4: 10,325 shares; 2026Q1: 10,325 shares; 2026Q2: 10,325 shares 10,325 $157K 0.05% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 11,200 shares 11,200 $143K 0.04% 0 Timeline