JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,900 shares; 2024Q4: 560,081 shares; 2025Q1: 633,754 shares; 2025Q2: 656,341 shares; 2025Q3: 791,276 shares; 2025Q4: 874,075 shares; 2026Q1: 905,261 shares; 2026Q2: 1,034,574 shares 1,034,574 $47.6M 8.81% +129,313 Timeline SYFI 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: 488,481 shares; 2025Q2: 471,586 shares; 2025Q3: 849,417 shares; 2025Q4: 1,126,955 shares; 2026Q1: 1,238,146 shares; 2026Q2: 1,243,510 shares 1,243,510 $44.4M 8.22% +5,364 Timeline JMEE 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: 311,088 shares; 2024Q4: 335,962 shares; 2025Q1: 365,501 shares; 2025Q2: 387,521 shares; 2025Q3: 392,621 shares; 2025Q4: 412,867 shares; 2026Q1: 431,428 shares; 2026Q2: 440,073 shares 440,073 $34.3M 6.35% +8,645 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,045 shares; 2024Q4: 343,408 shares; 2025Q1: 384,890 shares; 2025Q2: 411,797 shares; 2025Q3: 417,763 shares; 2025Q4: 449,273 shares; 2026Q1: 464,137 shares; 2026Q2: 482,619 shares 482,619 $27.3M 5.04% +18,482 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506,513 shares; 2024Q4: 3,451,786 shares; 2025Q1: 2,228,898 shares; 2025Q2: 2,070,702 shares; 2025Q3: 454,715 shares; 2025Q4: 394,266 shares; 2026Q1: 3,474,655 shares; 2026Q2: 4,848,488 shares 4,848,488 $24.2M 4.48% +1,373,833 Timeline SDVY 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: 372,895 shares; 2024Q4: 392,166 shares; 2025Q1: 437,601 shares; 2025Q2: 456,314 shares; 2025Q3: 466,018 shares; 2025Q4: 474,840 shares; 2026Q1: 488,665 shares; 2026Q2: 501,563 shares 501,563 $21.6M 4% +12,898 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711,853 shares; 2024Q4: 2,057,359 shares; 2025Q1: 2,216,317 shares; 2025Q2: 805,495 shares; 2025Q3: 1,068,478 shares; 2025Q4: 1,114,004 shares; 2026Q1: 1,033,196 shares; 2026Q2: 859,217 shares 859,217 $21.4M 3.95% -173,979 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495,949 shares; 2024Q4: 510,279 shares; 2025Q1: 592,667 shares; 2025Q2: 620,041 shares; 2025Q3: 587,946 shares; 2025Q4: 531,532 shares; 2026Q1: 510,992 shares; 2026Q2: 420,348 shares 420,348 $21.2M 3.93% -90,644 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,062 shares; 2024Q4: 159,056 shares; 2025Q1: 169,338 shares; 2025Q2: 184,640 shares; 2025Q3: 185,633 shares; 2025Q4: 188,894 shares; 2026Q1: 194,940 shares; 2026Q2: 208,278 shares 208,278 $20.5M 3.8% +13,338 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,486 shares; 2026Q1: 156,845 shares; 2026Q2: 711,351 shares 711,351 $18.9M 3.49% +554,506 Timeline FID 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: 582,027 shares; 2024Q4: 627,638 shares; 2025Q1: 662,145 shares; 2025Q2: 694,744 shares; 2025Q3: 720,213 shares; 2025Q4: 769,882 shares; 2026Q1: 811,389 shares; 2026Q2: 820,933 shares 820,933 $17.6M 3.26% +9,544 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,468 shares; 2024Q4: 166,656 shares; 2025Q1: 173,836 shares; 2025Q2: 176,967 shares; 2025Q3: 177,134 shares; 2025Q4: 179,445 shares; 2026Q1: 181,918 shares; 2026Q2: 183,014 shares 183,014 $14.8M 2.74% +1,096 Timeline LOWV 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: 113,665 shares; 2024Q4: 123,369 shares; 2025Q1: 131,844 shares; 2025Q2: 141,695 shares; 2025Q3: 148,491 shares; 2025Q4: 153,730 shares; 2026Q1: 161,690 shares; 2026Q2: 168,419 shares 168,419 $13.4M 2.48% +6,729 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,278 shares; 2024Q4: 158,790 shares; 2025Q1: 175,145 shares; 2025Q2: 180,288 shares; 2025Q3: 183,255 shares; 2025Q4: 188,783 shares; 2026Q1: 191,559 shares; 2026Q2: 191,766 shares 191,766 $12.3M 2.27% +207 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 160,412 shares; 2025Q4: 973,505 shares; 2026Q1: 1,082,412 shares; 2026Q2: 1,379,218 shares 1,379,218 $10.5M 1.94% +296,806 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,109 shares; 2024Q4: 94,711 shares; 2025Q1: 100,405 shares; 2025Q2: 103,408 shares; 2025Q3: 105,373 shares; 2025Q4: 109,204 shares; 2026Q1: 112,518 shares; 2026Q2: 114,165 shares 114,165 $9.42M 1.74% +1,647 Timeline LRGC 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: 86,237 shares; 2024Q4: 91,197 shares; 2025Q1: 96,002 shares; 2025Q2: 99,167 shares; 2025Q3: 100,079 shares; 2025Q4: 102,036 shares; 2026Q1: 105,061 shares; 2026Q2: 112,354 shares 112,354 $9.39M 1.74% +7,293 Timeline HIDV 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: 74,911 shares; 2024Q4: 82,739 shares; 2025Q1: 86,721 shares; 2025Q2: 90,459 shares; 2025Q3: 92,110 shares; 2025Q4: 94,379 shares; 2026Q1: 97,152 shares; 2026Q2: 100,420 shares 100,420 $8.9M 1.65% +3,268 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: 25,082 shares; 2024Q4: 25,769 shares; 2025Q1: 25,704 shares; 2025Q2: 26,944 shares; 2025Q3: 26,562 shares; 2025Q4: 29,689 shares; 2026Q1: 29,683 shares; 2026Q2: 29,260 shares 29,260 $8.47M 1.57% -423 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,014 shares; 2024Q4: 576,134 shares; 2025Q1: 366,739 shares; 2025Q2: 396,163 shares; 2025Q3: 383,548 shares; 2025Q4: 366,732 shares; 2026Q1: 370,346 shares; 2026Q2: 374,835 shares 374,835 $6.26M 1.16% +4,489 Timeline FTXO 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: 167,065 shares; 2024Q4: 167,920 shares; 2025Q1: 158,719 shares; 2025Q2: 166,630 shares; 2025Q3: 157,934 shares; 2025Q4: 158,509 shares; 2026Q1: 157,014 shares; 2026Q2: 149,885 shares 149,885 $6.19M 1.15% -7,129 Timeline FVD 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: 119,709 shares; 2024Q4: 119,579 shares; 2025Q1: 120,303 shares; 2025Q2: 113,280 shares; 2025Q3: 112,277 shares; 2025Q4: 111,595 shares; 2026Q1: 110,508 shares; 2026Q2: 107,545 shares 107,545 $5.18M 0.96% -2,963 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: 8,587 shares; 2024Q4: 8,930 shares; 2025Q1: 8,824 shares; 2025Q2: 9,638 shares; 2025Q3: 9,669 shares; 2025Q4: 12,042 shares; 2026Q1: 12,189 shares; 2026Q2: 12,175 shares 12,175 $4.54M 0.84% -14 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: 164,289 shares; 2024Q4: 187,005 shares; 2025Q1: 201,100 shares; 2025Q2: 198,318 shares; 2025Q3: 191,146 shares; 2025Q4: 185,570 shares; 2026Q1: 186,384 shares; 2026Q2: 179,396 shares 179,396 $4.5M 0.83% -6,988 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,662 shares; 2024Q4: 39,081 shares; 2025Q1: 50,066 shares; 2025Q2: 71,377 shares; 2025Q3: 129,938 shares; 2025Q4: 233,176 shares; 2026Q1: 256,097 shares; 2026Q2: 341,853 shares 341,853 $4.35M 0.81% +85,756 Timeline FTSM 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: 75 shares; 2024Q4: 10,083 shares; 2025Q1: 11,164 shares; 2025Q2: 11,268 shares; 2025Q3: 11,391 shares; 2025Q4: 11,549 shares; 2026Q1: 11,625 shares; 2026Q2: 68,508 shares 68,508 $4.09M 0.76% +56,883 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,085 shares; 2024Q4: 42,151 shares; 2025Q1: 48,797 shares; 2025Q2: 60,443 shares; 2025Q3: 61,687 shares; 2025Q4: 62,750 shares; 2026Q1: 63,821 shares; 2026Q2: 64,329 shares 64,329 $3.95M 0.73% +508 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: 6,101 shares; 2024Q4: 6,145 shares; 2025Q1: 5,938 shares; 2025Q2: 5,528 shares; 2025Q3: 5,476 shares; 2025Q4: 5,435 shares; 2026Q1: 5,503 shares; 2026Q2: 5,251 shares 5,251 $3.87M 0.72% -252 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: 7,919 shares; 2024Q4: 8,077 shares; 2025Q1: 8,157 shares; 2025Q2: 8,398 shares; 2025Q3: 8,004 shares; 2025Q4: 10,459 shares; 2026Q1: 10,223 shares; 2026Q2: 9,935 shares 9,935 $3.75M 0.69% -288 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 1,417 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares; 2026Q2: 60,311 shares 60,311 $3.05M 0.56% +58,598 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: 6,438 shares; 2024Q4: 6,595 shares; 2025Q1: 6,547 shares; 2025Q2: 7,000 shares; 2025Q3: 7,012 shares; 2025Q4: 8,927 shares; 2026Q1: 9,136 shares; 2026Q2: 8,617 shares 8,617 $3.04M 0.56% -519 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: 7,368 shares; 2024Q4: 8,439 shares; 2025Q1: 8,490 shares; 2025Q2: 9,322 shares; 2025Q3: 9,425 shares; 2025Q4: 13,944 shares; 2026Q1: 13,927 shares; 2026Q2: 14,339 shares 14,339 $2.87M 0.53% +412 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: 13,676 shares; 2024Q4: 14,293 shares; 2025Q1: 14,183 shares; 2025Q2: 23,131 shares; 2025Q3: 20,829 shares; 2025Q4: 21,291 shares; 2026Q1: 21,553 shares; 2026Q2: 20,337 shares 20,337 $2.78M 0.51% -1,216 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,801 shares; 2024Q4: 11,190 shares; 2025Q1: 11,300 shares; 2025Q2: 11,535 shares; 2025Q3: 11,522 shares; 2025Q4: 8,952 shares; 2026Q1: 9,464 shares; 2026Q2: 9,648 shares 9,648 $2.71M 0.5% +184 Timeline MINT 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 26,177 shares 26,177 $2.64M 0.49% +25,578 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: 3,721 shares; 2024Q4: 3,753 shares; 2025Q1: 3,781 shares; 2025Q2: 3,544 shares; 2025Q3: 3,560 shares; 2025Q4: 3,652 shares; 2026Q1: 3,550 shares; 2026Q2: 3,415 shares 3,415 $2.55M 0.47% -135 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: 69,109 shares; 2024Q4: 57,684 shares; 2025Q1: 57,817 shares; 2025Q2: 60,053 shares; 2025Q3: 59,001 shares; 2025Q4: 58,193 shares; 2026Q1: 59,967 shares; 2026Q2: 57,199 shares 57,199 $2.42M 0.45% -2,768 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,271 shares; 2024Q4: 14,756 shares; 2025Q1: 14,985 shares; 2025Q2: 15,531 shares; 2025Q3: 16,867 shares; 2025Q4: 17,407 shares; 2026Q1: 18,462 shares; 2026Q2: 18,864 shares 18,864 $2.39M 0.44% +402 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: 128,643 shares; 2024Q4: 126,549 shares; 2025Q1: 116,997 shares; 2025Q2: 119,047 shares; 2025Q3: 118,129 shares; 2025Q4: 108,867 shares; 2026Q1: 108,882 shares; 2026Q2: 107,553 shares 107,553 $2.23M 0.41% -1,329 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,030 shares; 2024Q4: 8,698 shares; 2025Q1: 8,445 shares; 2025Q2: 7,894 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares; 2026Q1: 7,822 shares; 2026Q2: 7,622 shares 7,622 $2.02M 0.37% -200 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: 642 shares; 2024Q4: 668 shares; 2025Q1: 877 shares; 2025Q2: 1,615 shares; 2025Q3: 1,594 shares; 2025Q4: 1,739 shares; 2026Q1: 1,866 shares; 2026Q2: 1,882 shares 1,882 $2M 0.37% +16 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,367 shares; 2024Q4: 79,182 shares; 2025Q1: 92,527 shares; 2025Q2: 92,941 shares; 2025Q3: 97,567 shares; 2025Q4: 85,813 shares; 2026Q1: 85,374 shares; 2026Q2: 84,990 shares 84,990 $2M 0.37% -384 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: 3,512 shares; 2024Q4: 3,517 shares; 2025Q1: 3,803 shares; 2025Q2: 4,354 shares; 2025Q3: 4,124 shares; 2025Q4: 4,504 shares; 2026Q1: 4,538 shares; 2026Q2: 4,652 shares 4,652 $1.96M 0.36% +114 Timeline RMM RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,235 shares; 2025Q3: 71,638 shares; 2025Q4: 109,754 shares; 2026Q1: 107,967 shares; 2026Q2: 126,357 shares 126,357 $1.87M 0.35% +18,390 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: 5,385 shares; 2024Q4: 5,700 shares; 2025Q1: 5,757 shares; 2025Q2: 5,828 shares; 2025Q3: 5,818 shares; 2025Q4: 8,026 shares; 2026Q1: 7,828 shares; 2026Q2: 7,487 shares 7,487 $1.78M 0.33% -341 Timeline EMLP 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: 27,404 shares; 2024Q4: 32,599 shares; 2025Q1: 36,376 shares; 2025Q2: 36,658 shares; 2025Q3: 38,079 shares; 2025Q4: 38,965 shares; 2026Q1: 39,222 shares; 2026Q2: 40,650 shares 40,650 $1.77M 0.33% +1,428 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: 4,110 shares; 2024Q4: 4,639 shares; 2025Q1: 4,671 shares; 2025Q2: 4,726 shares; 2025Q3: 4,715 shares; 2025Q4: 5,115 shares; 2026Q1: 5,135 shares; 2026Q2: 5,143 shares 5,143 $1.68M 0.31% +8 Timeline FTSL 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: 57,576 shares; 2024Q4: 52,843 shares; 2025Q1: 53,837 shares; 2025Q2: 54,458 shares; 2025Q3: 51,881 shares; 2025Q4: 41,815 shares; 2026Q1: 38,808 shares; 2026Q2: 36,726 shares 36,726 $1.64M 0.3% -2,082 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: 906 shares; 2024Q4: 1,109 shares; 2025Q1: 1,097 shares; 2025Q2: 1,362 shares; 2025Q3: 1,280 shares; 2025Q4: 2,207 shares; 2026Q1: 2,194 shares; 2026Q2: 3,120 shares 3,120 $1.56M 0.29% +926 Timeline FXO 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: 26,752 shares; 2024Q4: 26,578 shares; 2025Q1: 26,842 shares; 2025Q2: 25,337 shares; 2025Q3: 25,167 shares; 2025Q4: 25,316 shares; 2026Q1: 25,283 shares; 2026Q2: 24,537 shares 24,537 $1.53M 0.28% -746 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: 1,855 shares; 2024Q4: 2,264 shares; 2025Q1: 2,841 shares; 2025Q2: 11,098 shares; 2025Q3: 11,688 shares; 2025Q4: 11,290 shares; 2026Q1: 12,204 shares; 2026Q2: 13,247 shares 13,247 $1.48M 0.27% +1,043 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,692 shares; 2024Q4: 4,030 shares; 2025Q1: 4,044 shares; 2025Q2: 4,460 shares; 2025Q3: 4,461 shares; 2025Q4: 5,047 shares; 2026Q1: 5,536 shares; 2026Q2: 5,722 shares 5,722 $1.44M 0.27% +186 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,779 shares; 2024Q4: 3,959 shares; 2025Q1: 4,030 shares; 2025Q2: 4,268 shares; 2025Q3: 4,284 shares; 2025Q4: 3,928 shares; 2026Q1: 4,087 shares; 2026Q2: 4,082 shares 4,082 $1.44M 0.27% -5 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,763 shares; 2024Q4: 6,284 shares; 2025Q1: 6,421 shares; 2025Q2: 6,948 shares; 2025Q3: 6,687 shares; 2025Q4: 6,660 shares; 2026Q1: 6,955 shares; 2026Q2: 6,884 shares 6,884 $1.42M 0.26% -71 Timeline SCIO 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: 257 shares; 2025Q3: 20,257 shares; 2025Q4: 67,056 shares; 2026Q1: 67,366 shares; 2026Q2: 68,684 shares 68,684 $1.42M 0.26% +1,318 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,537 shares; 2024Q4: 40,094 shares; 2025Q1: 40,094 shares; 2025Q2: 33,537 shares; 2025Q3: 37,544 shares; 2025Q4: 38,063 shares; 2026Q1: 38,063 shares; 2026Q2: 38,232 shares 38,232 $1.4M 0.26% +169 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,015 shares; 2024Q4: 6,392 shares; 2025Q1: 6,459 shares; 2025Q2: 6,624 shares; 2025Q3: 6,455 shares; 2025Q4: 7,146 shares; 2026Q1: 7,472 shares; 2026Q2: 7,581 shares 7,581 $1.37M 0.25% +109 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,293 shares; 2024Q4: 19,522 shares; 2025Q1: 20,137 shares; 2025Q2: 20,187 shares; 2025Q3: 19,449 shares; 2025Q4: 19,516 shares; 2026Q1: 19,560 shares; 2026Q2: 19,726 shares 19,726 $1.33M 0.25% +166 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: 13,362 shares; 2024Q4: 14,834 shares; 2025Q1: 15,422 shares; 2025Q2: 16,513 shares; 2025Q3: 15,907 shares; 2025Q4: 16,917 shares; 2026Q1: 17,965 shares; 2026Q2: 17,985 shares 17,985 $1.29M 0.24% +20 Timeline FXH 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: 11,286 shares; 2024Q4: 11,580 shares; 2025Q1: 11,624 shares; 2025Q2: 10,885 shares; 2025Q3: 10,859 shares; 2025Q4: 10,633 shares; 2026Q1: 10,629 shares; 2026Q2: 10,074 shares 10,074 $1.23M 0.23% -555 Timeline YEAR 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: 7,947 shares; 2024Q4: 7,947 shares; 2025Q1: 7,947 shares; 2025Q2: 793,289 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,512 shares; 2026Q2: 24,394 shares 24,394 $1.23M 0.23% +21,882 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: 4,362 shares; 2024Q4: 3,924 shares; 2025Q1: 3,700 shares; 2025Q2: 4,186 shares; 2025Q3: 4,157 shares; 2025Q4: 4,406 shares; 2026Q1: 4,639 shares; 2026Q2: 4,612 shares 4,612 $1.17M 0.22% -27 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,026 shares; 2024Q4: 8,710 shares; 2025Q1: 8,927 shares; 2025Q2: 9,233 shares; 2025Q3: 8,947 shares; 2025Q4: 8,697 shares; 2026Q1: 9,086 shares; 2026Q2: 9,010 shares 9,010 $1.14M 0.21% -76 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: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 2,250 shares; 2026Q1: 2,251 shares; 2026Q2: 2,360 shares 2,360 $1.13M 0.21% +109 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,680 shares; 2024Q4: 8,529 shares; 2025Q1: 8,779 shares; 2025Q2: 9,480 shares; 2025Q3: 9,366 shares; 2025Q4: 10,188 shares; 2026Q1: 11,146 shares; 2026Q2: 11,286 shares 11,286 $1.08M 0.2% +140 Timeline BKLN 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: 53,987 shares; 2024Q4: 57,108 shares; 2025Q1: 58,454 shares; 2025Q2: 57,195 shares; 2025Q3: 55,704 shares; 2025Q4: 55,928 shares; 2026Q1: 55,735 shares; 2026Q2: 51,984 shares 51,984 $1.06M 0.2% -3,751 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: 856 shares; 2024Q4: 1,138 shares; 2025Q1: 1,154 shares; 2025Q2: 1,165 shares; 2025Q3: 1,168 shares; 2025Q4: 1,027 shares; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $1.04M 0.19% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares; 2025Q4: 6,849 shares; 2026Q1: 6,849 shares; 2026Q2: 7,450 shares 7,450 $1.04M 0.19% +601 Timeline IJK 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: 8,264 shares; 2026Q1: 8,280 shares; 2026Q2: 8,280 shares 8,280 $973K 0.18% 0 Timeline MGK 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: 2,235 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,196 shares; 2026Q2: 10,982 shares 10,982 $965K 0.18% +8,786 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,195 shares; 2025Q1: 4,204 shares; 2025Q2: 6,622 shares; 2025Q3: 6,624 shares; 2025Q4: 7,085 shares; 2026Q1: 7,118 shares; 2026Q2: 7,524 shares 7,524 $852K 0.16% +406 Timeline MGV 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: 4,894 shares; 2025Q2: 4,894 shares; 2025Q3: 4,894 shares; 2025Q4: 4,894 shares; 2026Q1: 4,894 shares; 2026Q2: 4,894 shares 4,894 $800K 0.15% 0 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: 5,059 shares; 2025Q1: 3,882 shares; 2025Q2: 3,945 shares; 2025Q3: 4,249 shares; 2025Q4: 6,663 shares; 2026Q1: 6,639 shares; 2026Q2: 6,418 shares 6,418 $754K 0.14% -221 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: 340 shares; 2025Q1: 4 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,719 shares; 2026Q1: 1,724 shares; 2026Q2: 3,454 shares 3,454 $753K 0.14% +1,730 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 3,884 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 4,356 shares; 2026Q1: 4,356 shares; 2026Q2: 4,365 shares 4,365 $742K 0.14% +9 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,495 shares; 2024Q4: 10,595 shares; 2025Q1: 9,928 shares; 2025Q2: 9,963 shares; 2025Q3: 6,487 shares; 2025Q4: 6,510 shares; 2026Q1: 6,529 shares; 2026Q2: 13,096 shares 13,096 $735K 0.14% +6,567 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: 5,935 shares; 2024Q4: 5,732 shares; 2025Q1: 5,578 shares; 2025Q2: 4,831 shares; 2025Q3: 4,444 shares; 2025Q4: 5,525 shares; 2026Q1: 5,891 shares; 2026Q2: 5,406 shares 5,406 $695K 0.13% -485 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 7,967 shares 7,967 $686K 0.13% +7,231 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 11,352 shares; 2025Q1: 12,763 shares; 2025Q2: 13,034 shares; 2025Q3: 13,179 shares; 2025Q4: 13,320 shares; 2026Q1: 13,390 shares; 2026Q2: 13,528 shares 13,528 $678K 0.13% +138 Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,300 shares; 2024Q4: 63,507 shares; 2025Q1: 65,169 shares; 2025Q2: 63,227 shares; 2025Q3: 64,970 shares; 2025Q4: 55,612 shares; 2026Q1: 57,401 shares; 2026Q2: 59,275 shares 59,275 $651K 0.12% +1,874 Timeline IFLN 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: 39,169 shares; 2024Q4: 41,354 shares; 2025Q1: 42,307 shares; 2025Q2: 40,384 shares; 2025Q3: 38,011 shares; 2025Q4: 36,582 shares; 2026Q1: 36,575 shares; 2026Q2: 35,463 shares 35,463 $649K 0.12% -1,112 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares; 2026Q1: 1,430 shares; 2026Q2: 1,442 shares 1,442 $625K 0.12% +12 Timeline PGX 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: 59,817 shares; 2024Q4: 63,293 shares; 2025Q1: 64,820 shares; 2025Q2: 61,042 shares; 2025Q3: 58,263 shares; 2025Q4: 57,199 shares; 2026Q1: 57,605 shares; 2026Q2: 57,195 shares 57,195 $620K 0.11% -410 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 682 shares; 2025Q1: 684 shares; 2025Q2: 689 shares; 2025Q3: 688 shares; 2025Q4: 616 shares; 2026Q1: 617 shares; 2026Q2: 630 shares 630 $617K 0.11% +13 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: 515 shares; 2024Q4: 523 shares; 2025Q1: 558 shares; 2025Q2: 563 shares; 2025Q3: 518 shares; 2025Q4: 1,060 shares; 2026Q1: 1,044 shares; 2026Q2: 1,088 shares 1,088 $613K 0.11% +44 Timeline CIBR 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: 7,417 shares; 2024Q4: 7,050 shares; 2025Q1: 7,119 shares; 2025Q2: 6,455 shares; 2025Q3: 6,467 shares; 2025Q4: 6,486 shares; 2026Q1: 6,498 shares; 2026Q2: 6,574 shares 6,574 $591K 0.11% +76 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,291 shares; 2025Q2: 1,372 shares; 2025Q3: 1,458 shares; 2025Q4: 1,694 shares; 2026Q1: 1,798 shares; 2026Q2: 1,712 shares 1,712 $584K 0.11% -86 Timeline HYLS 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: 26,330 shares; 2024Q4: 25,342 shares; 2025Q1: 24,994 shares; 2025Q2: 24,663 shares; 2025Q3: 16,305 shares; 2025Q4: 16,149 shares; 2026Q1: 16,406 shares; 2026Q2: 13,655 shares 13,655 $555K 0.1% -2,751 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: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: not reported; 2025Q4: 2,999 shares; 2026Q1: 3,047 shares; 2026Q2: 3,612 shares 3,612 $536K 0.1% +565 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: 1,418 shares; 2024Q4: 1,298 shares; 2025Q1: 1,424 shares; 2025Q2: 1,130 shares; 2025Q3: 1,263 shares; 2025Q4: 1,348 shares; 2026Q1: 1,349 shares; 2026Q2: 1,428 shares 1,428 $534K 0.1% +79 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: 907 shares 907 $527K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,757 shares; 2026Q1: 4,841 shares; 2026Q2: 7,377 shares 7,377 $526K 0.1% +2,536 Timeline FDM 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: 6,182 shares; 2024Q4: 6,258 shares; 2025Q1: 6,301 shares; 2025Q2: 5,735 shares; 2025Q3: 5,758 shares; 2025Q4: 5,786 shares; 2026Q1: 5,782 shares; 2026Q2: 5,600 shares 5,600 $521K 0.1% -182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $508K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 404 shares 404 $485K 0.09% -7 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417 shares 417 $481K 0.09% new 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: 1,681 shares; 2025Q3: 1,838 shares; 2025Q4: 1,083 shares; 2026Q1: 1,369 shares; 2026Q2: 3,209 shares 3,209 $475K 0.09% +1,840 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: 1,474 shares; 2024Q4: 1,484 shares; 2025Q1: 1,490 shares; 2025Q2: 1,501 shares; 2025Q3: 1,511 shares; 2025Q4: 1,563 shares; 2026Q1: 1,573 shares; 2026Q2: 1,591 shares 1,591 $474K 0.09% +18 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: 819 shares; 2024Q4: 899 shares; 2025Q1: 872 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 1,229 shares; 2026Q1: 1,243 shares; 2026Q2: 1,325 shares 1,325 $474K 0.09% +82 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,342 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 929 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,376 shares 1,376 $472K 0.09% +36 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 381 shares; 2026Q2: 402 shares 402 $472K 0.09% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,681 shares; 2026Q2: 12,681 shares 12,681 $460K 0.09% 0 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,246 shares; 2024Q4: 5,556 shares; 2025Q1: 8,306 shares; 2025Q2: 8,744 shares; 2025Q3: 7,764 shares; 2025Q4: 7,764 shares; 2026Q1: 7,284 shares; 2026Q2: 6,809 shares 6,809 $416K 0.08% -475 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 3,215 shares; 2025Q4: 3,448 shares; 2026Q1: 3,470 shares; 2026Q2: 3,492 shares 3,492 $395K 0.07% +22 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares; 2026Q1: 3,799 shares; 2026Q2: 3,799 shares 3,799 $395K 0.07% 0 Timeline IJJ 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: 2,650 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares 2,658 $393K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 303 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 312 shares; 2026Q1: 305 shares; 2026Q2: 546 shares 546 $375K 0.07% +241 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,594 shares; 2024Q4: 10,152 shares; 2025Q1: 10,227 shares; 2025Q2: 10,329 shares; 2025Q3: 10,407 shares; 2025Q4: 10,489 shares; 2026Q1: 10,570 shares; 2026Q2: 10,653 shares 10,653 $374K 0.07% +83 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: 16,609 shares; 2024Q4: 14,842 shares; 2025Q1: 17,937 shares; 2025Q2: 17,978 shares; 2025Q3: 18,018 shares; 2025Q4: 18,773 shares; 2026Q1: 18,815 shares; 2026Q2: 18,858 shares 18,858 $364K 0.07% +43 Timeline IDLV 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: 10,377 shares; 2024Q4: 10,777 shares; 2025Q1: 10,905 shares; 2025Q2: 10,237 shares; 2025Q3: 10,332 shares; 2025Q4: 10,641 shares; 2026Q1: 10,692 shares; 2026Q2: 10,483 shares 10,483 $362K 0.07% -209 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 826 shares; 2025Q1: 652 shares; 2025Q2: 603 shares; 2025Q3: 623 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 680 shares 680 $349K 0.06% +18 Timeline FEMB 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: 13,010 shares; 2024Q4: 13,210 shares; 2025Q1: 13,414 shares; 2025Q2: 13,586 shares; 2025Q3: 13,788 shares; 2025Q4: 11,545 shares; 2026Q1: 11,716 shares; 2026Q2: 11,915 shares 11,915 $348K 0.06% +199 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: 330 shares; 2024Q4: 318 shares; 2025Q1: 319 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 360 shares 360 $336K 0.06% -1 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 2,992 shares; 2025Q1: 3,003 shares; 2025Q2: 2,737 shares; 2025Q3: 2,739 shares; 2025Q4: 2,719 shares; 2026Q1: 2,719 shares; 2026Q2: 2,629 shares 2,629 $335K 0.06% -90 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: 4,956 shares; 2024Q4: 4,961 shares; 2025Q1: 4,967 shares; 2025Q2: 4,974 shares; 2025Q3: 4,978 shares; 2025Q4: 4,982 shares; 2026Q1: 4,987 shares; 2026Q2: 4,990 shares 4,990 $322K 0.06% +3 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,668 shares; 2024Q4: 6,661 shares; 2025Q1: 6,623 shares; 2025Q2: 6,708 shares; 2025Q3: 6,726 shares; 2025Q4: 6,758 shares; 2026Q1: 6,780 shares; 2026Q2: 6,777 shares 6,777 $310K 0.06% -3 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 2,475 shares; 2025Q4: not reported; 2026Q1: 3,401 shares; 2026Q2: 3,688 shares 3,688 $308K 0.06% +287 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,351 shares; 2024Q4: 13,326 shares; 2025Q1: 13,416 shares; 2025Q2: 9,724 shares; 2025Q3: 9,720 shares; 2025Q4: 9,754 shares; 2026Q1: 9,782 shares; 2026Q2: 10,075 shares 10,075 $297K 0.05% +293 Timeline GARP 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: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares; 2026Q2: 3,570 shares 3,570 $295K 0.05% +1,282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 742 shares 742 $293K 0.05% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 2,730 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $293K 0.05% 0 Timeline ISTB 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: 5,968 shares 5,968 $288K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 672 shares 672 $286K 0.05% +11 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 3,075 shares; 2025Q3: 3,087 shares; 2025Q4: 3,290 shares; 2026Q1: 3,365 shares; 2026Q2: 3,434 shares 3,434 $279K 0.05% +69 Timeline RSPH 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: 8,209 shares; 2024Q4: 8,224 shares; 2025Q1: 8,321 shares; 2025Q2: 8,337 shares; 2025Q3: 8,354 shares; 2025Q4: 8,368 shares; 2026Q1: 8,384 shares; 2026Q2: 8,399 shares 8,399 $279K 0.05% +15 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $269K 0.05% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,703 shares; 2024Q4: 6,658 shares; 2025Q1: 6,630 shares; 2025Q2: 6,623 shares; 2025Q3: 6,501 shares; 2025Q4: 5,283 shares; 2026Q1: 5,275 shares; 2026Q2: 5,264 shares 5,264 $262K 0.05% -11 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: 8,083 shares; 2024Q4: 8,096 shares; 2025Q1: 8,105 shares; 2025Q2: 8,105 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,711 shares; 2026Q2: 2,705 shares 2,705 $261K 0.05% -6 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 7,600 shares; 2025Q1: 7,669 shares; 2025Q2: 7,938 shares; 2025Q3: 7,818 shares; 2025Q4: 7,897 shares; 2026Q1: 7,963 shares; 2026Q2: 8,026 shares 8,026 $255K 0.05% +63 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,930 shares; 2025Q4: 4,264 shares; 2026Q1: 4,272 shares; 2026Q2: 4,384 shares 4,384 $250K 0.05% +112 Timeline SPGP 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: 2,463 shares; 2024Q4: 2,460 shares; 2025Q1: 2,465 shares; 2025Q2: 2,004 shares; 2025Q3: 2,007 shares; 2025Q4: 2,010 shares; 2026Q1: 2,017 shares; 2026Q2: 2,022 shares 2,022 $247K 0.05% +5 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,999 shares 7,999 $243K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 811 shares; 2025Q1: 814 shares; 2025Q2: 817 shares; 2025Q3: 820 shares; 2025Q4: 1,086 shares; 2026Q1: 1,088 shares; 2026Q2: 892 shares 892 $241K 0.04% -196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743 shares; 2026Q1: 2,746 shares; 2026Q2: 2,719 shares 2,719 $239K 0.04% -27 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 788 shares; 2026Q2: 785 shares 785 $232K 0.04% -3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares; 2026Q1: 1,032 shares; 2026Q2: 1,030 shares 1,030 $230K 0.04% -2 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 3,737 shares; 2025Q1: 3,757 shares; 2025Q2: 3,455 shares; 2025Q3: 3,468 shares; 2025Q4: 3,371 shares; 2026Q1: 3,382 shares; 2026Q2: 3,278 shares 3,278 $229K 0.04% -104 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,914 shares; 2025Q2: 2,998 shares; 2025Q3: 1,777 shares; 2025Q4: 1,744 shares; 2026Q1: 1,783 shares; 2026Q2: 1,838 shares 1,838 $214K 0.04% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 581 shares; 2026Q2: 568 shares 568 $209K 0.04% -13 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,283 shares; 2024Q4: 19,403 shares; 2025Q1: 19,403 shares; 2025Q2: 19,403 shares; 2025Q3: 19,477 shares; 2025Q4: 19,698 shares; 2026Q1: 20,143 shares; 2026Q2: 18,499 shares 18,499 $202K 0.04% -1,644 Timeline BOND 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: 2,388 shares; 2024Q4: 2,067 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares; 2026Q2: 2,066 shares 2,066 $191K 0.04% 0 Timeline PDP 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,187 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $180K 0.03% 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: 229 shares; 2024Q4: 770 shares; 2025Q1: 800 shares; 2025Q2: 772 shares; 2025Q3: 879 shares; 2025Q4: 774 shares; 2026Q1: 812 shares; 2026Q2: 814 shares 814 $173K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,362 shares 3,362 $169K 0.03% new Timeline GTOS 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: 6,675 shares; 2024Q4: 6,930 shares; 2025Q1: 7,051 shares; 2025Q2: 7,142 shares; 2025Q3: 7,114 shares; 2025Q4: 7,193 shares; 2026Q1: 7,268 shares; 2026Q2: 6,668 shares 6,668 $166K 0.03% -600 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $163K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 654 shares; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 659 shares 659 $160K 0.03% +1 Timeline HYFI 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: 458,308 shares; 2024Q4: 523,281 shares; 2025Q1: 557,906 shares; 2025Q2: 569,440 shares; 2025Q3: 604,838 shares; 2025Q4: 646,526 shares; 2026Q1: 660,984 shares; 2026Q2: 4,192 shares 4,192 $157K 0.03% -656,792 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: 2,359 shares; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares; 2026Q1: 2,309 shares; 2026Q2: 2,310 shares 2,310 $147K 0.03% +1 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,903 shares; 2024Q4: 26,375 shares; 2025Q1: 26,875 shares; 2025Q2: 23,591 shares; 2025Q3: 24,126 shares; 2025Q4: 12,894 shares; 2026Q1: 13,145 shares; 2026Q2: 13,409 shares 13,409 $143K 0.03% +264 Timeline SDFI 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: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 3,926 shares 3,926 $140K 0.03% +646 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,906 shares; 2025Q3: 1,910 shares; 2025Q4: 1,916 shares; 2026Q1: 1,920 shares; 2026Q2: 1,923 shares 1,923 $134K 0.02% +3 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,898 shares; 2024Q4: 12,179 shares; 2025Q1: 12,441 shares; 2025Q2: 12,721 shares; 2025Q3: 12,984 shares; 2025Q4: 13,279 shares; 2026Q1: 13,580 shares; 2026Q2: 13,925 shares 13,925 $131K 0.02% +345 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: 218 shares; 2024Q4: 218 shares; 2025Q1: 219 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 1,027 shares; 2026Q1: 1,131 shares; 2026Q2: 674 shares 674 $128K 0.02% -457 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $125K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $122K 0.02% 0 Timeline FV 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: 1,563 shares; 2024Q4: 1,564 shares; 2025Q1: 1,566 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,574 shares; 2026Q1: 1,576 shares; 2026Q2: 1,577 shares 1,577 $120K 0.02% +1 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares; 2026Q2: 1,239 shares 1,239 $116K 0.02% -107 Timeline XDEC 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: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 5,901 shares; 2025Q2: 5,901 shares; 2025Q3: 5,901 shares; 2025Q4: 5,901 shares; 2026Q1: 2,686 shares; 2026Q2: 2,686 shares 2,686 $115K 0.02% 0 Timeline RDVI 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: 1,487 shares; 2024Q4: 1,519 shares; 2025Q1: 1,711 shares; 2025Q2: 1,745 shares; 2025Q3: 1,980 shares; 2025Q4: 4,452 shares; 2026Q1: 3,717 shares; 2026Q2: 3,881 shares 3,881 $114K 0.02% +164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $109K 0.02% 0 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: 455 shares; 2024Q4: 457 shares; 2025Q1: 459 shares; 2025Q2: 460 shares; 2025Q3: 462 shares; 2025Q4: 778 shares; 2026Q1: 780 shares; 2026Q2: 572 shares 572 $106K 0.02% -208 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 24,568 shares; 2025Q4: 23,465 shares; 2026Q1: 23,718 shares; 2026Q2: 13,244 shares 13,244 $104K 0.02% -10,474 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243 shares; 2024Q4: 2,250 shares; 2025Q1: 1,759 shares; 2025Q2: 1,761 shares; 2025Q3: 1,763 shares; 2025Q4: 1,766 shares; 2026Q1: 1,768 shares; 2026Q2: 1,770 shares 1,770 $99K 0.02% +2 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $99K 0.02% 0 Timeline PJUL 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $97.6K 0.02% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $92.8K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,998 shares 1,998 $92.2K 0.02% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares; 2026Q2: 740 shares 740 $92.1K 0.02% +653 Timeline VBK 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: 130 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $91.8K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 1,160 shares 1,160 $88.8K 0.02% +1,112 Timeline SDVD 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: 3,479 shares; 2026Q1: 3,479 shares; 2026Q2: 3,494 shares 3,494 $80.7K 0.01% +15 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,309 shares; 2024Q4: 16,309 shares; 2025Q1: 16,309 shares; 2025Q2: 16,309 shares; 2025Q3: 16,309 shares; 2025Q4: 16,309 shares; 2026Q1: 16,309 shares; 2026Q2: 16,309 shares 16,309 $76K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 377 shares 377 $74.5K 0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 812 shares; 2026Q1: 1,196 shares; 2026Q2: 1,198 shares 1,198 $72.8K 0.01% +2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,025 shares; 2025Q1: 1,029 shares; 2025Q2: 1,257 shares; 2025Q3: 1,260 shares; 2025Q4: 2,180 shares; 2026Q1: 2,186 shares; 2026Q2: 1,272 shares 1,272 $68.2K 0.01% -914 Timeline PCEF 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: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 3,134 shares; 2025Q4: 3,152 shares; 2026Q1: 3,179 shares; 2026Q2: 3,189 shares 3,189 $64.8K 0.01% +10 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: 1,693 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 1,275 shares; 2026Q2: 1,176 shares 1,176 $59.5K 0.01% -99 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: not reported; 2024Q4: 153 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 156 shares 156 $57.7K 0.01% -245 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $56.8K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 248 shares 248 $54.4K 0.01% new Timeline LMBS 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: 1,004 shares; 2024Q4: 1,093 shares; 2025Q1: 1,133 shares; 2025Q2: 993 shares; 2025Q3: 1,003 shares; 2025Q4: 1,013 shares; 2026Q1: 1,023 shares; 2026Q2: 1,033 shares 1,033 $51.4K 0.01% +10 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: 179 shares; 2024Q4: 180 shares; 2025Q1: 166 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 407 shares; 2026Q1: 408 shares; 2026Q2: 409 shares 409 $47.9K 0.01% +1 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,236 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 912 shares 912 $46.6K 0.01% new Timeline PEY 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: 1,851 shares; 2025Q1: 1,870 shares; 2025Q2: 1,893 shares; 2025Q3: 1,916 shares; 2025Q4: 1,941 shares; 2026Q1: 1,962 shares; 2026Q2: 1,985 shares 1,985 $46K 0.01% +23 Timeline JPLD 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: 862 shares; 2026Q2: 862 shares 862 $45K 0.01% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 875 shares; 2025Q1: 880 shares; 2025Q2: 888 shares; 2025Q3: 895 shares; 2025Q4: 906 shares; 2026Q1: 911 shares; 2026Q2: 920 shares 920 $44.7K 0.01% +9 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 604 shares; 2025Q2: 606 shares; 2025Q3: 607 shares; 2025Q4: 609 shares; 2026Q1: 611 shares; 2026Q2: 612 shares 612 $44.2K 0.01% +1 Timeline FBT 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: 167 shares; 2024Q4: 173 shares; 2025Q1: 182 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $43.9K 0.01% 0 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: not reported; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $40.9K 0.01% new 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: 72 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 274 shares; 2025Q4: 968 shares; 2026Q1: 1,113 shares; 2026Q2: 767 shares 767 $40.7K 0.01% -346 Timeline FIXD 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: 2,229 shares; 2024Q4: 2,316 shares; 2025Q1: 2,327 shares; 2025Q2: 1,133 shares; 2025Q3: 885 shares; 2025Q4: 881 shares; 2026Q1: 889 shares; 2026Q2: 898 shares 898 $39.2K 0.01% +9 Timeline SKYY 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: 405 shares; 2024Q4: 282 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $37.3K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $36.4K 0.01% 0 Timeline CORP 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $36.3K 0.01% 0 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 114 shares; 2025Q2: 214 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $34.3K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 496 shares; 2026Q1: 499 shares; 2026Q2: 501 shares 501 $34.2K 0.01% +2 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,525 shares; 2024Q4: 10,525 shares; 2025Q1: 10,525 shares; 2025Q2: 10,525 shares; 2025Q3: 10,525 shares; 2025Q4: 10,525 shares; 2026Q1: 10,525 shares; 2026Q2: 10,525 shares 10,525 $33K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 639 shares; 2025Q1: 653 shares; 2025Q2: 666 shares; 2025Q3: 433 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 435 shares 435 $32.6K 0.01% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $27.8K 0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $25.1K <0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $24.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 179 shares; 2026Q1: 180 shares; 2026Q2: 269 shares 269 $23.6K <0.01% +89 Timeline FTCS 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: 298 shares; 2024Q4: 306 shares; 2025Q1: 295 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 248 shares 248 $23.3K <0.01% +1 Timeline SERA SERA PROGNOSTICS INC More: the full row for SERA PROGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,686 shares; 2026Q1: 12,400 shares; 2026Q2: 12,400 shares 12,400 $22.6K <0.01% 0 Timeline PID 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: 909 shares; 2024Q4: 920 shares; 2025Q1: 928 shares; 2025Q2: 902 shares; 2025Q3: 909 shares; 2025Q4: 914 shares; 2026Q1: 922 shares; 2026Q2: 935 shares 935 $20.8K <0.01% +13 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 296 shares; 2025Q1: 302 shares; 2025Q2: 288 shares; 2025Q3: 290 shares; 2025Q4: 291 shares; 2026Q1: 293 shares; 2026Q2: 294 shares 294 $20.5K <0.01% +1 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $19K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 332 shares; 2025Q1: 344 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $18.3K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 4,543 shares; 2025Q1: 5,276 shares; 2025Q2: 575 shares; 2025Q3: 130 shares; 2025Q4: 132 shares; 2026Q1: 783 shares; 2026Q2: 784 shares 784 $18.1K <0.01% +1 Timeline JPEM 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: 465 shares; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 275 shares; 2025Q3: 277 shares; 2025Q4: 282 shares; 2026Q1: 283 shares; 2026Q2: 287 shares 287 $18K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $17.6K <0.01% new Timeline IJS 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: 126 shares; 2026Q2: 126 shares 126 $17.2K <0.01% 0 Timeline FXZ 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: 217 shares; 2024Q4: 218 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 206 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $16.5K <0.01% 0 Timeline RSPN 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: 296 shares; 2024Q4: 297 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 252 shares 252 $16.1K <0.01% +1 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 895 shares; 2025Q1: 983 shares; 2025Q2: 733 shares; 2025Q3: 428 shares; 2025Q4: 430 shares; 2026Q1: 431 shares; 2026Q2: 432 shares 432 $15.6K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $14.7K <0.01% 0 Timeline JPUS 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: 56 shares; 2026Q1: 56 shares; 2026Q2: 98 shares 98 $13.7K <0.01% +42 Timeline TDIV 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: 178 shares; 2024Q4: 187 shares; 2025Q1: 167 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $13.3K <0.01% 0 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $12.8K <0.01% 0 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $12.5K <0.01% 0 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: 216 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 226 shares; 2025Q4: 230 shares; 2026Q1: 231 shares; 2026Q2: 234 shares 234 $12.5K <0.01% +3 Timeline FSIG 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: 858 shares; 2024Q4: 786 shares; 2025Q1: 804 shares; 2025Q2: 629 shares; 2025Q3: 636 shares; 2025Q4: 645 shares; 2026Q1: 652 shares; 2026Q2: 657 shares 657 $12.4K <0.01% +5 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $12.2K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 204 shares; 2025Q1: 215 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $11.8K <0.01% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $10.5K <0.01% 0 Timeline DEED 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: 442 shares; 2024Q4: 448 shares; 2025Q1: 453 shares; 2025Q2: 457 shares; 2025Q3: 462 shares; 2025Q4: 467 shares; 2026Q1: 472 shares; 2026Q2: 478 shares 478 $10.2K <0.01% +6 Timeline FPXI 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: 586 shares; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $9.88K <0.01% 0 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: 2,753 shares; 2024Q4: 2,753 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $9.6K <0.01% 0 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: 2,301 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $9.31K <0.01% 0 Timeline XLU 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: 202 shares 202 $9.16K <0.01% new Timeline IQLT 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: 177 shares 177 $8.77K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 68 shares 68 $8.44K <0.01% +51 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 73 shares 73 $8.05K <0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares 157 $7.98K <0.01% new 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: 179 shares 179 $7.88K <0.01% new Timeline INTF 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: 170 shares 170 $6.98K <0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67 shares 67 $6.47K <0.01% new Timeline SOXX 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: 10 shares 10 $6.41K <0.01% new Timeline IEO 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: 57 shares; 2026Q2: 57 shares 57 $6.26K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $6.25K <0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $6.21K <0.01% 0 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: 18 shares 18 $6.17K <0.01% new Timeline RPV 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $5.26K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $5.26K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 301 shares; 2025Q1: 365 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $5.14K <0.01% 0 Timeline FTGS 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: 56 shares; 2024Q4: 103 shares; 2025Q1: 245 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $5K <0.01% 0 Timeline ILF 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: 94 shares; 2026Q2: 139 shares 139 $4.68K <0.01% +45 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $4.09K <0.01% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $4.02K <0.01% 0 Timeline GTOQ 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: 146 shares; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 154 shares; 2025Q3: 157 shares; 2025Q4: 159 shares; 2026Q1: 162 shares; 2026Q2: 165 shares 165 $3.68K <0.01% +3 Timeline GOVI 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: 219 shares; 2024Q4: 221 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 116 shares; 2026Q2: 117 shares 117 $3.19K <0.01% +1 Timeline KNCT 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: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $2.95K <0.01% 0 Timeline FIIG 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: 180 shares; 2024Q4: 285 shares; 2025Q1: 436 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $2.82K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.42K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.27K <0.01% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 74 shares; 2026Q2: 75 shares 75 $2.17K <0.01% +1 Timeline PSCC 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: 289 shares; 2024Q4: 290 shares; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $2.09K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 24 shares 24 $2.05K <0.01% +1 Timeline PSCH 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $2.04K <0.01% 0 Timeline FXU 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: 204 shares; 2024Q4: 206 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $1.85K <0.01% 0 Timeline LGOV 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: 287 shares; 2024Q4: 325 shares; 2025Q1: 363 shares; 2025Q2: 78 shares; 2025Q3: 79 shares; 2025Q4: 80 shares; 2026Q1: 81 shares; 2026Q2: 82 shares 82 $1.75K <0.01% +1 Timeline XMLV 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.69K <0.01% 0 Timeline EELV 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 59 shares 59 $1.64K <0.01% +1 Timeline FXN 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $1.61K <0.01% 0 Timeline FTLS 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: 26 shares; 2024Q4: 27 shares; 2025Q1: 51 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $1.55K <0.01% 0 Timeline GTO 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.43K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.42K <0.01% 0 Timeline BAB 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: 2,788 shares; 2024Q4: 2,816 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 52 shares 52 $1.39K <0.01% +1 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $1.21K <0.01% new Timeline CRPT 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: 100 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $1.17K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 2,164 shares; 2025Q1: 2,304 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $1.03K <0.01% 0 Timeline PFM 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: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $998 <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 758 shares; 2025Q1: 840 shares; 2025Q2: 31 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $995 <0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,030 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $929 <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 911 shares; 2025Q1: 1,103 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $853 <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 555 shares; 2025Q1: 663 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $750 <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 614 shares; 2025Q1: 678 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 33 shares; 2026Q2: 14 shares 14 $326 <0.01% -19 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 162 shares; 2025Q1: 175 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $271 <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 322 shares; 2025Q1: 348 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $192 <0.01% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $183 <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 86 shares; 2025Q1: 92 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $158 <0.01% 0 Timeline