IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,402 shares; 2024Q4: 59,756 shares; 2025Q1: 59,520 shares; 2025Q2: 61,475 shares; 2025Q3: 63,113 shares; 2025Q4: 65,004 shares; 2026Q1: 65,078 shares; 2026Q2: 67,115 shares 67,115 $50.3M 9.99% +2,037 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: 101,826 shares; 2024Q4: 105,248 shares; 2025Q1: 108,462 shares; 2025Q2: 111,111 shares; 2025Q3: 110,592 shares; 2025Q4: 110,628 shares; 2026Q1: 113,487 shares; 2026Q2: 115,779 shares 115,779 $24.6M 4.9% +2,292 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: 29,733 shares; 2024Q4: 29,631 shares; 2025Q1: 31,616 shares; 2025Q2: 32,207 shares; 2025Q3: 31,832 shares; 2025Q4: 32,524 shares; 2026Q1: 32,303 shares; 2026Q2: 32,533 shares 32,533 $24.3M 4.83% +230 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,624 shares; 2024Q4: 130,518 shares; 2025Q1: 132,302 shares; 2025Q2: 140,671 shares; 2025Q3: 141,473 shares; 2025Q4: 147,610 shares; 2026Q1: 145,919 shares; 2026Q2: 155,823 shares 155,823 $22.3M 4.44% +9,904 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: 22,180 shares; 2024Q4: 24,004 shares; 2025Q1: 24,128 shares; 2025Q2: 26,138 shares; 2025Q3: 26,715 shares; 2025Q4: 29,755 shares; 2026Q1: 29,296 shares; 2026Q2: 30,264 shares 30,264 $22.3M 4.43% +968 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: 55,741 shares; 2024Q4: 55,285 shares; 2025Q1: 54,706 shares; 2025Q2: 53,469 shares; 2025Q3: 51,574 shares; 2025Q4: 50,991 shares; 2026Q1: 50,735 shares; 2026Q2: 54,692 shares 54,692 $15.8M 3.15% +3,957 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: 33,929 shares; 2024Q4: 33,759 shares; 2025Q1: 33,329 shares; 2025Q2: 33,261 shares; 2025Q3: 32,345 shares; 2025Q4: 31,476 shares; 2026Q1: 30,519 shares; 2026Q2: 28,293 shares 28,293 $14.2M 2.81% -2,226 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: 50,616 shares; 2024Q4: 51,051 shares; 2025Q1: 50,830 shares; 2025Q2: 52,345 shares; 2025Q3: 50,639 shares; 2025Q4: 50,290 shares; 2026Q1: 49,876 shares; 2026Q2: 49,716 shares 49,716 $11.8M 2.36% -160 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: 53,266 shares; 2024Q4: 53,943 shares; 2025Q1: 54,747 shares; 2025Q2: 57,017 shares; 2025Q3: 56,672 shares; 2025Q4: 57,332 shares; 2026Q1: 57,453 shares; 2026Q2: 56,812 shares 56,812 $11.4M 2.26% -641 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,818 shares; 2024Q4: 68,979 shares; 2025Q1: 69,360 shares; 2025Q2: 70,165 shares; 2025Q3: 69,165 shares; 2025Q4: 67,525 shares; 2026Q1: 67,815 shares; 2026Q2: 66,166 shares 66,166 $10.8M 2.15% -1,649 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: 32,705 shares; 2024Q4: 32,337 shares; 2025Q1: 31,055 shares; 2025Q2: 30,584 shares; 2025Q3: 29,378 shares; 2025Q4: 28,756 shares; 2026Q1: 28,334 shares; 2026Q2: 27,277 shares 27,277 $9.64M 1.92% -1,057 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,161 shares; 2024Q4: 55,240 shares; 2025Q1: 55,615 shares; 2025Q2: 56,025 shares; 2025Q3: 57,943 shares; 2025Q4: 56,624 shares; 2026Q1: 57,656 shares; 2026Q2: 57,489 shares 57,489 $9.08M 1.81% -167 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: 20,150 shares; 2024Q4: 20,783 shares; 2025Q1: 21,100 shares; 2025Q2: 21,245 shares; 2025Q3: 21,410 shares; 2025Q4: 21,707 shares; 2026Q1: 21,356 shares; 2026Q2: 21,374 shares 21,374 $7.87M 1.56% +18 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,837 shares; 2024Q4: 24,219 shares; 2025Q1: 27,016 shares; 2025Q2: 29,626 shares; 2025Q3: 32,341 shares; 2025Q4: 36,157 shares; 2026Q1: 38,270 shares; 2026Q2: 40,975 shares 40,975 $7.86M 1.56% +2,705 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,705 shares; 2024Q4: 35,328 shares; 2025Q1: 34,666 shares; 2025Q2: 33,701 shares; 2025Q3: 33,250 shares; 2025Q4: 31,865 shares; 2026Q1: 31,350 shares; 2026Q2: 30,218 shares 30,218 $7.62M 1.51% -1,132 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,730 shares; 2024Q4: 29,414 shares; 2025Q1: 29,439 shares; 2025Q2: 29,459 shares; 2025Q3: 30,448 shares; 2025Q4: 30,018 shares; 2026Q1: 30,943 shares; 2026Q2: 30,868 shares 30,868 $7.3M 1.45% -75 Timeline AIRR 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: 22,529 shares; 2024Q4: 27,746 shares; 2025Q1: 30,460 shares; 2025Q2: 36,288 shares; 2025Q3: 42,109 shares; 2025Q4: 47,898 shares; 2026Q1: 45,524 shares; 2026Q2: 51,937 shares 51,937 $6.92M 1.38% +6,413 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: 5,249 shares; 2024Q4: 5,516 shares; 2025Q1: 5,703 shares; 2025Q2: 5,858 shares; 2025Q3: 5,675 shares; 2025Q4: 5,580 shares; 2026Q1: 5,605 shares; 2026Q2: 5,578 shares 5,578 $6.69M 1.33% -27 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,958 shares; 2024Q4: 54,914 shares; 2025Q1: 61,551 shares; 2025Q2: 71,286 shares; 2025Q3: 79,196 shares; 2025Q4: 84,373 shares; 2026Q1: 89,846 shares; 2026Q2: 102,030 shares 102,030 $6.01M 1.19% +12,184 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: 15,964 shares; 2024Q4: 15,905 shares; 2025Q1: 15,091 shares; 2025Q2: 14,977 shares; 2025Q3: 14,983 shares; 2025Q4: 14,965 shares; 2026Q1: 14,766 shares; 2026Q2: 15,018 shares 15,018 $5.56M 1.1% +252 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: 48,500 shares; 2024Q4: 50,592 shares; 2025Q1: 51,201 shares; 2025Q2: 53,920 shares; 2025Q3: 55,554 shares; 2025Q4: 57,965 shares; 2026Q1: 58,398 shares; 2026Q2: 54,152 shares 54,152 $5.22M 1.04% -4,246 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,175 shares; 2024Q4: 36,180 shares; 2025Q1: 35,760 shares; 2025Q2: 35,766 shares; 2025Q3: 35,766 shares; 2025Q4: 35,766 shares; 2026Q1: 35,724 shares; 2026Q2: 35,718 shares 35,718 $5.11M 1.02% -6 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,449 shares; 2024Q4: 82,798 shares; 2025Q1: 83,142 shares; 2025Q2: 86,707 shares; 2025Q3: 92,292 shares; 2025Q4: 95,999 shares; 2026Q1: 98,779 shares; 2026Q2: 99,911 shares 99,911 $5.05M 1% +1,132 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: 12,698 shares; 2024Q4: 12,943 shares; 2025Q1: 13,013 shares; 2025Q2: 13,097 shares; 2025Q3: 12,977 shares; 2025Q4: 12,397 shares; 2026Q1: 12,693 shares; 2026Q2: 13,263 shares 13,263 $4.95M 0.98% +570 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: 23,564 shares; 2024Q4: 24,808 shares; 2025Q1: 24,652 shares; 2025Q2: 24,659 shares; 2025Q3: 24,172 shares; 2025Q4: 23,751 shares; 2026Q1: 23,981 shares; 2026Q2: 24,963 shares 24,963 $4.62M 0.92% +982 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,488 shares; 2024Q4: 18,139 shares; 2025Q1: 17,846 shares; 2025Q2: 15,889 shares; 2025Q3: 19,518 shares; 2025Q4: 19,135 shares; 2026Q1: 15,539 shares; 2026Q2: 15,325 shares 15,325 $4.6M 0.92% -214 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,013 shares; 2024Q4: 76,618 shares; 2025Q1: 77,457 shares; 2025Q2: 73,199 shares; 2025Q3: 74,290 shares; 2025Q4: 72,139 shares; 2026Q1: 76,879 shares; 2026Q2: 78,803 shares 78,803 $4.39M 0.87% +1,924 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,516 shares; 2024Q4: 233,521 shares; 2025Q1: 227,380 shares; 2025Q2: 201,276 shares; 2025Q3: 189,673 shares; 2025Q4: 190,045 shares; 2026Q1: 195,915 shares; 2026Q2: 191,230 shares 191,230 $4.35M 0.86% -4,685 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: 11,007 shares; 2024Q4: 10,898 shares; 2025Q1: 10,222 shares; 2025Q2: 10,795 shares; 2025Q3: 10,367 shares; 2025Q4: 10,323 shares; 2026Q1: 10,472 shares; 2026Q2: 10,503 shares 10,503 $3.44M 0.68% +31 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: 12,256 shares; 2024Q4: 12,573 shares; 2025Q1: 12,538 shares; 2025Q2: 12,800 shares; 2025Q3: 13,092 shares; 2025Q4: 13,035 shares; 2026Q1: 13,120 shares; 2026Q2: 13,209 shares 13,209 $3.32M 0.66% +89 Timeline FGD 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: 41,826 shares; 2024Q4: 47,285 shares; 2025Q1: 54,340 shares; 2025Q2: 55,409 shares; 2025Q3: 60,090 shares; 2025Q4: 76,362 shares; 2026Q1: 86,237 shares; 2026Q2: 100,468 shares 100,468 $3.21M 0.64% +14,231 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: 8,375 shares; 2024Q4: 8,195 shares; 2025Q1: 8,194 shares; 2025Q2: 8,897 shares; 2025Q3: 8,730 shares; 2025Q4: 8,795 shares; 2026Q1: 8,719 shares; 2026Q2: 8,821 shares 8,821 $3.15M 0.63% +102 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,651 shares; 2025Q1: 7,651 shares; 2025Q2: 7,651 shares; 2025Q3: 7,651 shares; 2025Q4: 8,011 shares; 2026Q1: 7,611 shares; 2026Q2: 7,611 shares 7,611 $3.12M 0.62% 0 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: 4,255 shares; 2024Q4: 4,443 shares; 2025Q1: 4,361 shares; 2025Q2: 4,206 shares; 2025Q3: 4,464 shares; 2025Q4: 4,413 shares; 2026Q1: 4,421 shares; 2026Q2: 4,438 shares 4,438 $3.12M 0.62% +17 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,174 shares; 2024Q4: 48,757 shares; 2025Q1: 49,900 shares; 2025Q2: 51,705 shares; 2025Q3: 52,478 shares; 2025Q4: 54,210 shares; 2026Q1: 56,372 shares; 2026Q2: 58,799 shares 58,799 $3.05M 0.61% +2,427 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: 6,122 shares; 2024Q4: 6,228 shares; 2025Q1: 6,141 shares; 2025Q2: 6,161 shares; 2025Q3: 6,024 shares; 2025Q4: 5,923 shares; 2026Q1: 5,896 shares; 2026Q2: 23,863 shares 23,863 $2.96M 0.59% +17,967 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: 5,532 shares; 2024Q4: 5,532 shares; 2025Q1: 5,526 shares; 2025Q2: 5,497 shares; 2025Q3: 5,482 shares; 2025Q4: 5,492 shares; 2026Q1: 5,507 shares; 2026Q2: 5,550 shares 5,550 $2.85M 0.57% +43 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: 13,874 shares; 2024Q4: 13,861 shares; 2025Q1: 13,513 shares; 2025Q2: 13,570 shares; 2025Q3: 13,399 shares; 2025Q4: 13,404 shares; 2026Q1: 13,175 shares; 2026Q2: 10,705 shares 10,705 $2.83M 0.56% -2,470 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: 14,209 shares; 2024Q4: 14,860 shares; 2025Q1: 16,167 shares; 2025Q2: 15,367 shares; 2025Q3: 15,688 shares; 2025Q4: 15,690 shares; 2026Q1: 16,074 shares; 2026Q2: 20,613 shares 20,613 $2.82M 0.56% +4,539 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,763 shares; 2024Q4: 21,650 shares; 2025Q1: 21,554 shares; 2025Q2: 21,594 shares; 2025Q3: 21,099 shares; 2025Q4: 21,082 shares; 2026Q1: 21,085 shares; 2026Q2: 20,865 shares 20,865 $2.74M 0.54% -220 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,862 shares; 2024Q4: 12,716 shares; 2025Q1: 12,239 shares; 2025Q2: 12,193 shares; 2025Q3: 11,858 shares; 2025Q4: 11,930 shares; 2026Q1: 11,917 shares; 2026Q2: 11,797 shares 11,797 $2.68M 0.53% -120 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: 33,191 shares; 2024Q4: 32,982 shares; 2025Q1: 32,920 shares; 2025Q2: 32,726 shares; 2025Q3: 32,368 shares; 2025Q4: 32,943 shares; 2026Q1: 33,230 shares; 2026Q2: 32,498 shares 32,498 $2.43M 0.48% -732 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,360 shares; 2024Q4: 15,418 shares; 2025Q1: 15,148 shares; 2025Q2: 15,310 shares; 2025Q3: 15,366 shares; 2025Q4: 15,460 shares; 2026Q1: 15,444 shares; 2026Q2: 15,480 shares 15,480 $2.42M 0.48% +36 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: 4,023 shares; 2024Q4: 4,074 shares; 2025Q1: 4,311 shares; 2025Q2: 4,575 shares; 2025Q3: 4,377 shares; 2025Q4: 4,346 shares; 2026Q1: 4,416 shares; 2026Q2: 4,293 shares 4,293 $2.42M 0.48% -123 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,956 shares 36,956 $2.21M 0.44% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,282 shares; 2024Q4: 4,283 shares; 2025Q1: 4,279 shares; 2025Q2: 4,245 shares; 2025Q3: 4,169 shares; 2025Q4: 4,170 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares 4,175 $2.18M 0.43% 0 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: 1,707 shares; 2025Q3: 1,792 shares; 2025Q4: 1,800 shares; 2026Q1: 1,850 shares; 2026Q2: 1,739 shares 1,739 $2.01M 0.4% -111 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: 6,647 shares; 2024Q4: 6,657 shares; 2025Q1: 6,438 shares; 2025Q2: 5,949 shares; 2025Q3: 5,524 shares; 2025Q4: 4,998 shares; 2026Q1: 4,878 shares; 2026Q2: 4,737 shares 4,737 $1.99M 0.4% -141 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,758 shares; 2024Q4: 116,042 shares; 2025Q1: 128,539 shares; 2025Q2: 130,268 shares; 2025Q3: 137,698 shares; 2025Q4: 132,414 shares; 2026Q1: 131,052 shares; 2026Q2: 125,586 shares 125,586 $1.9M 0.38% -5,466 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,487 shares; 2024Q4: 85,844 shares; 2025Q1: 90,761 shares; 2025Q2: 89,708 shares; 2025Q3: 91,893 shares; 2025Q4: 91,937 shares; 2026Q1: 99,241 shares; 2026Q2: 106,416 shares 106,416 $1.9M 0.38% +7,175 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: 3,801 shares; 2024Q4: 4,324 shares; 2025Q1: 4,626 shares; 2025Q2: 4,460 shares; 2025Q3: 4,569 shares; 2025Q4: 4,850 shares; 2026Q1: 5,149 shares; 2026Q2: 5,005 shares 5,005 $1.89M 0.38% -144 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: 4,437 shares; 2024Q4: 4,564 shares; 2025Q1: 4,309 shares; 2025Q2: 4,560 shares; 2025Q3: 4,744 shares; 2025Q4: 4,745 shares; 2026Q1: 5,302 shares; 2026Q2: 5,506 shares 5,506 $1.89M 0.38% +204 Timeline QQEW 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: 10,313 shares; 2024Q4: 9,804 shares; 2025Q1: 15,555 shares; 2025Q2: 19,164 shares; 2025Q3: 20,377 shares; 2025Q4: 21,845 shares; 2026Q1: 12,657 shares; 2026Q2: 11,737 shares 11,737 $1.87M 0.37% -920 Timeline MADE 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: 50,794 shares; 2025Q3: 55,693 shares; 2025Q4: 59,982 shares; 2026Q1: 60,081 shares; 2026Q2: 47,128 shares 47,128 $1.86M 0.37% -12,953 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,816 shares; 2024Q4: 19,286 shares; 2025Q1: 21,652 shares; 2025Q2: 29,328 shares; 2025Q3: 29,894 shares; 2025Q4: 30,444 shares; 2026Q1: 35,128 shares; 2026Q2: 36,211 shares 36,211 $1.85M 0.37% +1,083 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: 60,016 shares; 2024Q4: 64,520 shares; 2025Q1: 72,162 shares; 2025Q2: 71,981 shares; 2025Q3: 73,990 shares; 2025Q4: 74,249 shares; 2026Q1: 88,624 shares; 2026Q2: 96,278 shares 96,278 $1.82M 0.36% +7,654 Timeline ROKT 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: 12,178 shares; 2025Q2: 11,409 shares; 2025Q3: 14,221 shares; 2025Q4: 16,787 shares; 2026Q1: 14,039 shares; 2026Q2: 15,172 shares 15,172 $1.81M 0.36% +1,133 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,857 shares; 2025Q2: 18,043 shares; 2025Q3: 19,840 shares; 2025Q4: 20,782 shares; 2026Q1: 20,525 shares; 2026Q2: 16,454 shares 16,454 $1.76M 0.35% -4,071 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,734 shares; 2024Q4: 18,782 shares; 2025Q1: 18,602 shares; 2025Q2: 18,572 shares; 2025Q3: 18,347 shares; 2025Q4: 18,282 shares; 2026Q1: 18,187 shares; 2026Q2: 18,187 shares 18,187 $1.75M 0.35% 0 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: 24,469 shares; 2024Q4: 25,500 shares; 2025Q1: 16,285 shares; 2025Q2: 16,383 shares; 2025Q3: 16,129 shares; 2025Q4: 15,985 shares; 2026Q1: 15,543 shares; 2026Q2: 31,027 shares 31,027 $1.74M 0.35% +15,484 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 1,706 shares; 2025Q1: 1,776 shares; 2025Q2: 1,736 shares; 2025Q3: 1,938 shares; 2025Q4: 2,051 shares; 2026Q1: 2,373 shares; 2026Q2: 2,524 shares 2,524 $1.73M 0.34% +151 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,105 shares; 2024Q4: 24,282 shares; 2025Q1: 24,467 shares; 2025Q2: 24,467 shares; 2025Q3: 24,883 shares; 2025Q4: 25,113 shares; 2026Q1: 23,390 shares; 2026Q2: 22,422 shares 22,422 $1.69M 0.34% -968 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,153 shares; 2024Q4: 64,289 shares; 2025Q1: 62,476 shares; 2025Q2: 61,360 shares; 2025Q3: 60,320 shares; 2025Q4: 59,930 shares; 2026Q1: 58,690 shares; 2026Q2: 55,700 shares 55,700 $1.67M 0.33% -2,990 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: 3,691 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares; 2026Q2: 3,844 shares 3,844 $1.67M 0.33% 0 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,775 shares; 2025Q3: 24,025 shares; 2025Q4: 26,539 shares; 2026Q1: 27,039 shares; 2026Q2: 26,441 shares 26,441 $1.66M 0.33% -598 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,243 shares; 2024Q4: 8,160 shares; 2025Q1: 8,011 shares; 2025Q2: 8,224 shares; 2025Q3: 8,265 shares; 2025Q4: 3,884 shares; 2026Q1: not reported; 2026Q2: 7,265 shares 7,265 $1.59M 0.32% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,110 shares; 2024Q4: 15,946 shares; 2025Q1: 15,272 shares; 2025Q2: 16,671 shares; 2025Q3: 16,606 shares; 2025Q4: 16,588 shares; 2026Q1: 16,608 shares; 2026Q2: 16,008 shares 16,008 $1.53M 0.3% -600 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.3% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 7,028 shares; 2025Q4: 7,267 shares; 2026Q1: 9,223 shares; 2026Q2: 9,638 shares 9,638 $1.47M 0.29% +415 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: 15,435 shares; 2024Q4: 47,665 shares; 2025Q1: 49,008 shares; 2025Q2: 46,955 shares; 2025Q3: 44,572 shares; 2025Q4: 44,424 shares; 2026Q1: 45,742 shares; 2026Q2: 46,155 shares 46,155 $1.46M 0.29% +413 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,720 shares; 2024Q4: 18,170 shares; 2025Q1: 20,680 shares; 2025Q2: 22,742 shares; 2025Q3: 28,829 shares; 2025Q4: 31,020 shares; 2026Q1: 34,777 shares; 2026Q2: 31,963 shares 31,963 $1.45M 0.29% -2,814 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: 2,000 shares; 2024Q4: 2,145 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 3,367 shares; 2025Q4: 3,587 shares; 2026Q1: 4,695 shares; 2026Q2: 5,074 shares 5,074 $1.44M 0.29% +379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,173 shares; 2026Q2: 52,381 shares 52,381 $1.42M 0.28% +13,208 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,550 shares; 2025Q1: 1,551 shares; 2025Q2: 1,958 shares; 2025Q3: 1,949 shares; 2025Q4: 19,313 shares; 2026Q1: 20,258 shares; 2026Q2: 19,881 shares 19,881 $1.42M 0.28% -377 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: 15,507 shares; 2024Q4: 15,331 shares; 2025Q1: 15,433 shares; 2025Q2: 16,033 shares; 2025Q3: 16,257 shares; 2025Q4: 16,263 shares; 2026Q1: 15,339 shares; 2026Q2: 15,341 shares 15,341 $1.38M 0.27% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,295 shares; 2024Q4: 8,422 shares; 2025Q1: 8,541 shares; 2025Q2: 8,607 shares; 2025Q3: 9,107 shares; 2025Q4: 9,069 shares; 2026Q1: 7,425 shares; 2026Q2: 7,751 shares 7,751 $1.37M 0.27% +326 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,713 shares; 2024Q4: 10,745 shares; 2025Q1: 10,916 shares; 2025Q2: 10,853 shares; 2025Q3: 10,846 shares; 2025Q4: 10,906 shares; 2026Q1: 10,495 shares; 2026Q2: 10,461 shares 10,461 $1.36M 0.27% -34 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,634 shares; 2026Q2: 2,061 shares 2,061 $1.35M 0.27% -1,573 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,620 shares; 2024Q4: 18,520 shares; 2025Q1: 19,960 shares; 2025Q2: 19,860 shares; 2025Q3: 19,570 shares; 2025Q4: 19,850 shares; 2026Q1: 22,085 shares; 2026Q2: 25,620 shares 25,620 $1.32M 0.26% +3,535 Timeline GTOP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,182 shares; 2026Q1: 27,142 shares; 2026Q2: 26,492 shares 26,492 $1.32M 0.26% -650 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,821 shares; 2024Q4: 8,512 shares; 2025Q1: 8,092 shares; 2025Q2: 8,656 shares; 2025Q3: 8,228 shares; 2025Q4: 7,957 shares; 2026Q1: 7,980 shares; 2026Q2: 7,969 shares 7,969 $1.17M 0.23% -11 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,046 shares; 2024Q4: 10,096 shares; 2025Q1: 10,696 shares; 2025Q2: 10,896 shares; 2025Q3: 10,697 shares; 2025Q4: 10,697 shares; 2026Q1: 10,297 shares; 2026Q2: 10,362 shares 10,362 $1.16M 0.23% +65 Timeline FUMB 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: 25,299 shares; 2024Q4: 30,925 shares; 2025Q1: 38,925 shares; 2025Q2: 41,926 shares; 2025Q3: 43,405 shares; 2025Q4: 44,253 shares; 2026Q1: 54,765 shares; 2026Q2: 57,274 shares 57,274 $1.15M 0.23% +2,509 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: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 3,685 shares; 2025Q2: 3,675 shares; 2025Q3: 3,545 shares; 2025Q4: 3,558 shares; 2026Q1: 3,558 shares; 2026Q2: 14,169 shares 14,169 $1.14M 0.23% +10,611 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,423 shares; 2025Q3: 4,422 shares; 2025Q4: 8,844 shares; 2026Q1: 16,841 shares; 2026Q2: 11,528 shares 11,528 $1.12M 0.22% -5,313 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,171 shares; 2025Q1: 3,103 shares; 2025Q2: 4,057 shares; 2025Q3: 4,458 shares; 2025Q4: 4,451 shares; 2026Q1: 3,930 shares; 2026Q2: 3,223 shares 3,223 $1.08M 0.21% -707 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 480 shares; 2025Q2: 495 shares; 2025Q3: 848 shares; 2025Q4: 849 shares; 2026Q1: 964 shares; 2026Q2: 1,052 shares 1,052 $1.06M 0.21% +88 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: 10,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,080 shares 10,080 $1.05M 0.21% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,859 shares; 2024Q4: 13,181 shares; 2025Q1: 8,352 shares; 2025Q2: 4,284 shares; 2025Q3: 4,311 shares; 2025Q4: 4,291 shares; 2026Q1: 4,130 shares; 2026Q2: 8,055 shares 8,055 $1.02M 0.2% +3,925 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603 shares; 2024Q4: 2,611 shares; 2025Q1: 2,616 shares; 2025Q2: 2,622 shares; 2025Q3: 2,583 shares; 2025Q4: 2,584 shares; 2026Q1: 7,081 shares; 2026Q2: 36,950 shares 36,950 $1.01M 0.2% +29,869 Timeline WUGI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,157 shares; 2024Q4: 10,111 shares; 2025Q1: 10,176 shares; 2025Q2: 10,526 shares; 2025Q3: 10,589 shares; 2025Q4: 10,582 shares; 2026Q1: 10,505 shares; 2026Q2: 9,699 shares 9,699 $933K 0.19% -806 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: 4,230 shares; 2024Q4: 4,430 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,308 shares; 2025Q4: 3,778 shares; 2026Q1: 3,937 shares; 2026Q2: 3,817 shares 3,817 $925K 0.18% -120 Timeline PSL 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: 8,241 shares; 2024Q4: 8,241 shares; 2025Q1: 8,241 shares; 2025Q2: 8,321 shares; 2025Q3: 8,321 shares; 2025Q4: 8,311 shares; 2026Q1: 8,071 shares; 2026Q2: 8,071 shares 8,071 $904K 0.18% 0 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: 1,132 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 840 shares; 2026Q2: 842 shares 842 $897K 0.18% +2 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,841 shares; 2025Q3: 8,978 shares; 2025Q4: 10,307 shares; 2026Q1: 10,640 shares; 2026Q2: 12,887 shares 12,887 $878K 0.17% +2,247 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: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares; 2026Q2: 4,594 shares 4,594 $875K 0.17% 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: 3,698 shares; 2024Q4: 3,705 shares; 2025Q1: 3,710 shares; 2025Q2: 4,912 shares; 2025Q3: 4,917 shares; 2025Q4: 4,923 shares; 2026Q1: 4,907 shares; 2026Q2: 5,112 shares 5,112 $840K 0.17% +205 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: 7,243 shares; 2024Q4: 7,278 shares; 2025Q1: 26,230 shares; 2025Q2: 28,377 shares; 2025Q3: 28,082 shares; 2025Q4: 29,850 shares; 2026Q1: 9,834 shares; 2026Q2: 9,829 shares 9,829 $797K 0.16% -5 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,825 shares; 2024Q4: 14,875 shares; 2025Q1: 15,375 shares; 2025Q2: 16,075 shares; 2025Q3: 16,475 shares; 2025Q4: 17,234 shares; 2026Q1: 16,562 shares; 2026Q2: 16,562 shares 16,562 $794K 0.16% 0 Timeline QTEC 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: 1,706 shares; 2024Q4: 1,420 shares; 2025Q1: 1,719 shares; 2025Q2: 2,203 shares; 2025Q3: 2,057 shares; 2025Q4: 2,074 shares; 2026Q1: 1,219 shares; 2026Q2: 2,372 shares 2,372 $794K 0.16% +1,153 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: 15,669 shares; 2024Q4: 12,969 shares; 2025Q1: 12,660 shares; 2025Q2: 12,830 shares; 2025Q3: 14,545 shares; 2025Q4: 15,827 shares; 2026Q1: 21,215 shares; 2026Q2: 22,484 shares 22,484 $776K 0.15% +1,269 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,325 shares; 2026Q2: 1,077 shares 1,077 $775K 0.15% -248 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 752 shares; 2025Q1: 767 shares; 2025Q2: 786 shares; 2025Q3: 789 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 6,298 shares 6,298 $753K 0.15% +5,512 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: 5,619 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 5,130 shares; 2026Q2: 4,930 shares 4,930 $748K 0.15% -200 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 417 shares; 2026Q1: 414 shares; 2026Q2: 1,467 shares 1,467 $747K 0.15% +1,053 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,922 shares; 2024Q4: 45,296 shares; 2025Q1: 50,167 shares; 2025Q2: 50,235 shares; 2025Q3: 50,586 shares; 2025Q4: 51,562 shares; 2026Q1: 60,071 shares; 2026Q2: 45,045 shares 45,045 $738K 0.15% -15,026 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 5,085 shares; 2025Q3: 5,637 shares; 2025Q4: 5,631 shares; 2026Q1: 6,683 shares; 2026Q2: 7,981 shares 7,981 $735K 0.15% +1,298 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 10,675 shares; 2025Q3: 10,675 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares; 2026Q2: 10,550 shares 10,550 $712K 0.14% +300 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,965 shares; 2024Q4: 4,866 shares; 2025Q1: 4,567 shares; 2025Q2: 4,717 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares; 2026Q1: 4,554 shares; 2026Q2: 4,554 shares 4,554 $703K 0.14% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,301 shares; 2025Q4: 25,632 shares; 2026Q1: 29,243 shares; 2026Q2: 11,647 shares 11,647 $695K 0.14% -17,596 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: 6,639 shares; 2024Q4: 6,890 shares; 2025Q1: 6,547 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares; 2026Q2: 4,611 shares 4,611 $684K 0.14% -11 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: 11,785 shares; 2024Q4: 11,260 shares; 2025Q1: 11,183 shares; 2025Q2: 11,175 shares; 2025Q3: 10,506 shares; 2025Q4: 9,781 shares; 2026Q1: 9,608 shares; 2026Q2: 7,275 shares 7,275 $683K 0.14% -2,333 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: 744 shares; 2024Q4: 785 shares; 2025Q1: 817 shares; 2025Q2: 813 shares; 2025Q3: 783 shares; 2025Q4: 702 shares; 2026Q1: 720 shares; 2026Q2: 730 shares 730 $683K 0.14% +10 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: 4,190 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 4,264 shares; 2025Q3: 4,222 shares; 2025Q4: 4,472 shares; 2026Q1: 4,387 shares; 2026Q2: 4,482 shares 4,482 $682K 0.14% +95 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: 2,412 shares; 2024Q4: 2,396 shares; 2025Q1: 2,280 shares; 2025Q2: 2,410 shares; 2025Q3: 2,419 shares; 2025Q4: 2,391 shares; 2026Q1: 2,682 shares; 2026Q2: 2,685 shares 2,685 $682K 0.14% +3 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 765 shares; 2026Q2: 806 shares 806 $669K 0.13% +41 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,553 shares; 2025Q1: 1,593 shares; 2025Q2: 1,766 shares; 2025Q3: 1,948 shares; 2025Q4: 1,906 shares; 2026Q1: 1,494 shares; 2026Q2: 1,765 shares 1,765 $660K 0.13% +271 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: 7,478 shares; 2024Q4: 8,478 shares; 2025Q1: 8,486 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares; 2026Q1: 8,286 shares; 2026Q2: 7,306 shares 7,306 $658K 0.13% -980 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,963 shares; 2025Q3: 5,718 shares; 2025Q4: 7,818 shares; 2026Q1: 8,702 shares; 2026Q2: 9,967 shares 9,967 $654K 0.13% +1,265 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,034 shares; 2025Q3: 5,034 shares; 2025Q4: 5,200 shares; 2026Q1: 4,810 shares; 2026Q2: 4,729 shares 4,729 $650K 0.13% -81 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,007 shares; 2024Q4: 2,498 shares; 2025Q1: 2,373 shares; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares; 2025Q4: 2,343 shares; 2026Q1: 2,557 shares; 2026Q2: 2,457 shares 2,457 $640K 0.13% -100 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: 12,429 shares; 2024Q4: 10,839 shares; 2025Q1: 9,614 shares; 2025Q2: 8,852 shares; 2025Q3: 5,888 shares; 2025Q4: 5,563 shares; 2026Q1: 4,560 shares; 2026Q2: 3,946 shares 3,946 $626K 0.12% -614 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,753 shares; 2025Q2: 2,754 shares; 2025Q3: 3,091 shares; 2025Q4: 3,091 shares; 2026Q1: 2,595 shares; 2026Q2: 3,274 shares 3,274 $621K 0.12% +679 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,773 shares; 2026Q2: 2,712 shares 2,712 $607K 0.12% -61 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,422 shares; 2026Q2: 831 shares 831 $601K 0.12% -591 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: 5,368 shares; 2024Q4: 5,930 shares; 2025Q1: 5,937 shares; 2025Q2: 5,159 shares; 2025Q3: 5,163 shares; 2025Q4: 5,168 shares; 2026Q1: 5,172 shares; 2026Q2: 5,177 shares 5,177 $595K 0.12% +5 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: 3,210 shares; 2025Q2: 3,789 shares; 2025Q3: 3,899 shares; 2025Q4: 4,288 shares; 2026Q1: 5,416 shares; 2026Q2: 5,478 shares 5,478 $590K 0.12% +62 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: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 2,998 shares; 2025Q2: 3,072 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,100 shares; 2026Q2: 2,179 shares 2,179 $589K 0.12% -921 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: 4,602 shares; 2025Q1: 4,294 shares; 2025Q2: 4,181 shares; 2025Q3: 4,192 shares; 2025Q4: 4,189 shares; 2026Q1: 4,227 shares; 2026Q2: 4,192 shares 4,192 $568K 0.11% -35 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,785 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,725 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $566K 0.11% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,616 shares; 2024Q4: 7,616 shares; 2025Q1: 7,616 shares; 2025Q2: 6,638 shares; 2025Q3: 6,616 shares; 2025Q4: 6,489 shares; 2026Q1: 6,489 shares; 2026Q2: 6,081 shares 6,081 $552K 0.11% -408 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429 shares; 2024Q4: 2,947 shares; 2025Q1: 2,432 shares; 2025Q2: 2,646 shares; 2025Q3: 2,612 shares; 2025Q4: 2,479 shares; 2026Q1: 2,513 shares; 2026Q2: 2,273 shares 2,273 $551K 0.11% -240 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,860 shares; 2024Q4: 27,110 shares; 2025Q1: 27,960 shares; 2025Q2: 25,375 shares; 2025Q3: 25,675 shares; 2025Q4: 25,541 shares; 2026Q1: 27,269 shares; 2026Q2: 27,269 shares 27,269 $549K 0.11% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,987 shares; 2025Q3: 15,750 shares; 2025Q4: 16,284 shares; 2026Q1: 21,564 shares; 2026Q2: 26,022 shares 26,022 $539K 0.11% +4,458 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: 1,298 shares; 2024Q4: 3,006 shares; 2025Q1: 3,067 shares; 2025Q2: 3,196 shares; 2025Q3: 3,384 shares; 2025Q4: 3,384 shares; 2026Q1: 1,802 shares; 2026Q2: 1,571 shares 1,571 $536K 0.11% -231 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: 9,192 shares; 2024Q4: 19,084 shares; 2025Q1: 20,170 shares; 2025Q2: 19,756 shares; 2025Q3: 19,756 shares; 2025Q4: 19,156 shares; 2026Q1: 22,656 shares; 2026Q2: 23,656 shares 23,656 $536K 0.11% +1,000 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO 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: not reported; 2026Q1: not reported; 2026Q2: 5,487 shares 5,487 $524K 0.1% new Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,026 shares 23,026 $522K 0.1% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,638 shares; 2025Q1: 1,660 shares; 2025Q2: 1,634 shares; 2025Q3: 1,332 shares; 2025Q4: 1,334 shares; 2026Q1: 1,972 shares; 2026Q2: 3,139 shares 3,139 $520K 0.1% +1,167 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 2,069 shares; 2026Q1: 3,573 shares; 2026Q2: 3,908 shares 3,908 $518K 0.1% +335 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,217 shares; 2025Q1: 1,174 shares; 2025Q2: 1,295 shares; 2025Q3: 1,334 shares; 2025Q4: 1,354 shares; 2026Q1: 915 shares; 2026Q2: 5,897 shares 5,897 $508K 0.1% +4,982 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: 13,947 shares; 2024Q4: 13,748 shares; 2025Q1: 15,008 shares; 2025Q2: 13,857 shares; 2025Q3: 12,988 shares; 2025Q4: 11,879 shares; 2026Q1: 9,629 shares; 2026Q2: 9,405 shares 9,405 $504K 0.1% -224 Timeline SCYB 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: 4,236 shares; 2024Q4: 10,181 shares; 2025Q1: 13,636 shares; 2025Q2: 17,294 shares; 2025Q3: 17,701 shares; 2025Q4: 18,611 shares; 2026Q1: 19,746 shares; 2026Q2: 19,204 shares 19,204 $503K 0.1% -542 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 786 shares 786 $502K 0.1% new 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: 4,227 shares; 2024Q4: 4,269 shares; 2025Q1: 3,872 shares; 2025Q2: 3,888 shares; 2025Q3: 4,765 shares; 2025Q4: 4,724 shares; 2026Q1: 5,094 shares; 2026Q2: 5,464 shares 5,464 $498K 0.1% +370 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,291 shares; 2025Q2: 1,272 shares; 2025Q3: 1,175 shares; 2025Q4: 1,168 shares; 2026Q1: 1,721 shares; 2026Q2: 1,730 shares 1,730 $486K 0.1% +9 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,400 shares; 2024Q4: 26,400 shares; 2025Q1: 25,700 shares; 2025Q2: 25,700 shares; 2025Q3: 25,700 shares; 2025Q4: 25,700 shares; 2026Q1: 25,700 shares; 2026Q2: 25,700 shares 25,700 $480K 0.1% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,301 shares; 2026Q2: 18,030 shares 18,030 $476K 0.09% +1,729 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: 4,156 shares; 2024Q4: 3,937 shares; 2025Q1: 3,992 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares; 2025Q4: 3,957 shares; 2026Q1: 4,137 shares; 2026Q2: 4,152 shares 4,152 $470K 0.09% +15 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,013 shares 3,013 $470K 0.09% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,403 shares; 2024Q4: 2,404 shares; 2025Q1: 2,060 shares; 2025Q2: 2,009 shares; 2025Q3: 1,821 shares; 2025Q4: 1,790 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $464K 0.09% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,888 shares; 2024Q4: 14,358 shares; 2025Q1: 14,660 shares; 2025Q2: 15,433 shares; 2025Q3: 15,686 shares; 2025Q4: 16,448 shares; 2026Q1: 17,630 shares; 2026Q2: 17,793 shares 17,793 $456K 0.09% +163 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: 8,124 shares; 2024Q4: 8,238 shares; 2025Q1: 7,855 shares; 2025Q2: 7,866 shares; 2025Q3: 7,877 shares; 2025Q4: 7,887 shares; 2026Q1: 7,899 shares; 2026Q2: 7,909 shares 7,909 $451K 0.09% +10 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: 1,469 shares; 2024Q4: 1,372 shares; 2025Q1: 1,279 shares; 2025Q2: 1,484 shares; 2025Q3: 1,302 shares; 2025Q4: 1,299 shares; 2026Q1: 1,285 shares; 2026Q2: 1,276 shares 1,276 $450K 0.09% -9 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,004 shares; 2024Q4: 8,354 shares; 2025Q1: 8,354 shares; 2025Q2: 8,436 shares; 2025Q3: 8,886 shares; 2025Q4: 8,886 shares; 2026Q1: 8,402 shares; 2026Q2: 8,402 shares 8,402 $440K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,766 shares 1,766 $438K 0.09% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428 shares; 2025Q3: 431 shares; 2025Q4: 506 shares; 2026Q1: 571 shares; 2026Q2: 571 shares 571 $436K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,597 shares; 2026Q2: 1,585 shares 1,585 $431K 0.09% -12 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,367 shares; 2024Q4: 7,321 shares; 2025Q1: 7,706 shares; 2025Q2: 4,326 shares; 2025Q3: 4,495 shares; 2025Q4: 4,514 shares; 2026Q1: 4,114 shares; 2026Q2: 4,119 shares 4,119 $428K 0.09% +5 Timeline FTC 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: 2,209 shares; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares 2,209 $428K 0.09% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,583 shares; 2024Q4: 13,062 shares; 2025Q1: 13,365 shares; 2025Q2: 14,143 shares; 2025Q3: 14,399 shares; 2025Q4: 15,160 shares; 2026Q1: 16,291 shares; 2026Q2: 16,663 shares 16,663 $424K 0.08% +372 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 2,462 shares; 2025Q1: 2,469 shares; 2025Q2: 2,479 shares; 2025Q3: 2,489 shares; 2025Q4: 2,805 shares; 2026Q1: 2,870 shares; 2026Q2: 4,609 shares 4,609 $422K 0.08% +1,739 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,358 shares; 2024Q4: 16,358 shares; 2025Q1: 16,358 shares; 2025Q2: 16,358 shares; 2025Q3: 16,358 shares; 2025Q4: 16,358 shares; 2026Q1: 10,358 shares; 2026Q2: 10,358 shares 10,358 $417K 0.08% 0 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,038 shares; 2024Q4: 5,788 shares; 2025Q1: 5,692 shares; 2025Q2: 5,709 shares; 2025Q3: 5,709 shares; 2025Q4: 5,709 shares; 2026Q1: 5,641 shares; 2026Q2: 5,641 shares 5,641 $393K 0.08% 0 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,436 shares 8,436 $384K 0.08% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: not reported; 2025Q1: 3,518 shares; 2025Q2: 3,746 shares; 2025Q3: 3,780 shares; 2025Q4: 3,730 shares; 2026Q1: 3,751 shares; 2026Q2: 3,690 shares 3,690 $382K 0.08% -61 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,386 shares; 2024Q4: 8,526 shares; 2025Q1: 8,526 shares; 2025Q2: 7,961 shares; 2025Q3: 5,898 shares; 2025Q4: 4,114 shares; 2026Q1: 4,125 shares; 2026Q2: 4,142 shares 4,142 $379K 0.08% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 3,428 shares; 2026Q1: 5,257 shares; 2026Q2: 6,070 shares 6,070 $379K 0.08% +813 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,612 shares; 2024Q4: 11,802 shares; 2025Q1: 12,052 shares; 2025Q2: 12,732 shares; 2025Q3: 12,942 shares; 2025Q4: 13,503 shares; 2026Q1: 14,097 shares; 2026Q2: 14,609 shares 14,609 $374K 0.07% +512 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares; 2026Q2: 3,680 shares 3,680 $373K 0.07% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 738 shares; 2025Q1: 656 shares; 2025Q2: 759 shares; 2025Q3: 812 shares; 2025Q4: 806 shares; 2026Q1: 497 shares; 2026Q2: 4,447 shares 4,447 $367K 0.07% +3,950 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,184 shares; 2024Q4: 15,559 shares; 2025Q1: 14,567 shares; 2025Q2: 13,075 shares; 2025Q3: 12,582 shares; 2025Q4: 12,591 shares; 2026Q1: 12,598 shares; 2026Q2: 12,605 shares 12,605 $365K 0.07% +7 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: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,443 shares; 2025Q4: 3,443 shares; 2026Q1: 3,816 shares; 2026Q2: 3,785 shares 3,785 $362K 0.07% -31 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,429 shares; 2024Q4: 12,438 shares; 2025Q1: 12,797 shares; 2025Q2: 12,806 shares; 2025Q3: 12,815 shares; 2025Q4: 12,925 shares; 2026Q1: 12,935 shares; 2026Q2: 12,942 shares 12,942 $357K 0.07% +7 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,650 shares; 2024Q4: 20,600 shares; 2025Q1: 21,200 shares; 2025Q2: 21,950 shares; 2025Q3: 22,450 shares; 2025Q4: 18,100 shares; 2026Q1: 16,950 shares; 2026Q2: 17,050 shares 17,050 $346K 0.07% +100 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,901 shares; 2024Q4: 10,851 shares; 2025Q1: 10,851 shares; 2025Q2: 10,351 shares; 2025Q3: 9,251 shares; 2025Q4: 9,151 shares; 2026Q1: 8,355 shares; 2026Q2: 8,355 shares 8,355 $345K 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,073 shares; 2025Q1: 889 shares; 2025Q2: 1,099 shares; 2025Q3: 918 shares; 2025Q4: 916 shares; 2026Q1: 929 shares; 2026Q2: 939 shares 939 $340K 0.07% +10 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,222 shares; 2025Q3: 2,218 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $339K 0.07% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,467 shares; 2024Q4: 11,745 shares; 2025Q1: 12,157 shares; 2025Q2: 12,837 shares; 2025Q3: 13,079 shares; 2025Q4: 13,373 shares; 2026Q1: 14,300 shares; 2026Q2: 14,678 shares 14,678 $338K 0.07% +378 Timeline PRF 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: 6,174 shares; 2024Q4: 6,182 shares; 2025Q1: 6,191 shares; 2025Q2: 6,198 shares; 2025Q3: 6,205 shares; 2025Q4: 6,212 shares; 2026Q1: 6,219 shares; 2026Q2: 6,225 shares 6,225 $336K 0.07% +6 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,265 shares; 2024Q4: 42,265 shares; 2025Q1: 39,265 shares; 2025Q2: 36,265 shares; 2025Q3: 37,065 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 28,000 shares 28,000 $325K 0.06% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $324K 0.06% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: 1,605 shares; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: 1,040 shares; 2025Q4: 1,042 shares; 2026Q1: 1,032 shares; 2026Q2: 1,074 shares 1,074 $321K 0.06% +42 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,235 shares; 2024Q4: 61,297 shares; 2025Q1: 69,286 shares; 2025Q2: 66,683 shares; 2025Q3: 67,037 shares; 2025Q4: 68,187 shares; 2026Q1: 25,895 shares; 2026Q2: 28,088 shares 28,088 $318K 0.06% +2,193 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,947 shares; 2026Q2: 3,996 shares 3,996 $317K 0.06% +1,049 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: 3,310 shares; 2024Q4: 3,347 shares; 2025Q1: 3,585 shares; 2025Q2: 3,859 shares; 2025Q3: 3,426 shares; 2025Q4: 3,432 shares; 2026Q1: 3,920 shares; 2026Q2: 3,882 shares 3,882 $315K 0.06% -38 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,932 shares 1,932 $312K 0.06% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,245 shares; 2024Q4: 13,226 shares; 2025Q1: 13,245 shares; 2025Q2: 13,181 shares; 2025Q3: 13,181 shares; 2025Q4: 12,862 shares; 2026Q1: 10,169 shares; 2026Q2: 10,297 shares 10,297 $311K 0.06% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,505 shares; 2025Q3: 10,505 shares; 2025Q4: 10,505 shares; 2026Q1: 10,528 shares; 2026Q2: 10,547 shares 10,547 $310K 0.06% +19 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,739 shares 3,739 $309K 0.06% new 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: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 997 shares 997 $305K 0.06% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,939 shares; 2026Q1: 3,541 shares; 2026Q2: 3,552 shares 3,552 $304K 0.06% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,669 shares 9,669 $301K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,657 shares 5,657 $298K 0.06% new Timeline PHO 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: 4,314 shares; 2024Q4: 4,314 shares; 2025Q1: 4,389 shares; 2025Q2: 4,389 shares; 2025Q3: 4,389 shares; 2025Q4: 4,389 shares; 2026Q1: 4,389 shares; 2026Q2: 4,314 shares 4,314 $298K 0.06% -75 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,399 shares; 2024Q4: not reported; 2025Q1: 2,257 shares; 2025Q2: 2,758 shares; 2025Q3: 2,216 shares; 2025Q4: 2,201 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $297K 0.06% 0 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: 1,419 shares; 2025Q3: 1,345 shares; 2025Q4: 1,395 shares; 2026Q1: 1,396 shares; 2026Q2: 1,349 shares 1,349 $296K 0.06% -47 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 6,203 shares; 2025Q1: 4,884 shares; 2025Q2: 4,876 shares; 2025Q3: 4,882 shares; 2025Q4: not reported; 2026Q1: 5,399 shares; 2026Q2: 6,741 shares 6,741 $285K 0.06% +1,342 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,854 shares; 2024Q4: 40,892 shares; 2025Q1: 40,899 shares; 2025Q2: 31,710 shares; 2025Q3: 34,221 shares; 2025Q4: 35,200 shares; 2026Q1: 35,200 shares; 2026Q2: 30,200 shares 30,200 $278K 0.06% -5,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,116 shares 8,116 $275K 0.05% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,506 shares; 2024Q4: 2,506 shares; 2025Q1: 2,488 shares; 2025Q2: 2,491 shares; 2025Q3: 2,507 shares; 2025Q4: 2,307 shares; 2026Q1: 2,122 shares; 2026Q2: 1,544 shares 1,544 $274K 0.05% -578 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,328 shares 5,328 $268K 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: 590 shares; 2025Q4: not reported; 2026Q1: 609 shares; 2026Q2: 624 shares 624 $266K 0.05% +15 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,250 shares; 2024Q4: 36,050 shares; 2025Q1: 36,050 shares; 2025Q2: 31,050 shares; 2025Q3: 31,050 shares; 2025Q4: 34,000 shares; 2026Q1: 36,500 shares; 2026Q2: 40,000 shares 40,000 $262K 0.05% +3,500 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: 7,957 shares; 2024Q4: 8,571 shares; 2025Q1: 7,776 shares; 2025Q2: 4,107 shares; 2025Q3: 3,094 shares; 2025Q4: 5,324 shares; 2026Q1: 5,200 shares; 2026Q2: 4,916 shares 4,916 $261K 0.05% -284 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,726 shares; 2024Q4: 20,037 shares; 2025Q1: 20,051 shares; 2025Q2: 20,071 shares; 2025Q3: 17,318 shares; 2025Q4: 17,347 shares; 2026Q1: 17,361 shares; 2026Q2: 18,092 shares 18,092 $259K 0.05% +731 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: 2,979 shares; 2024Q4: 2,979 shares; 2025Q1: 3,149 shares; 2025Q2: 2,725 shares; 2025Q3: 2,769 shares; 2025Q4: 2,814 shares; 2026Q1: 2,527 shares; 2026Q2: 2,527 shares 2,527 $244K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $241K 0.05% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,000 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $238K 0.05% 0 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: 405 shares 405 $235K 0.05% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,965 shares; 2025Q1: 1,797 shares; 2025Q2: 1,687 shares; 2025Q3: 1,142 shares; 2025Q4: 1,067 shares; 2026Q1: not reported; 2026Q2: 566 shares 566 $235K 0.05% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,465 shares 2,465 $232K 0.05% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,296 shares; 2024Q4: 6,296 shares; 2025Q1: 5,820 shares; 2025Q2: 4,980 shares; 2025Q3: 4,017 shares; 2025Q4: 3,460 shares; 2026Q1: 2,700 shares; 2026Q2: 2,290 shares 2,290 $232K 0.05% -410 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,747 shares; 2026Q2: 9,786 shares 9,786 $230K 0.05% +39 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,907 shares; 2024Q4: 37,907 shares; 2025Q1: 37,907 shares; 2025Q2: 37,907 shares; 2025Q3: 35,257 shares; 2025Q4: 35,257 shares; 2026Q1: 35,257 shares; 2026Q2: 35,257 shares 35,257 $228K 0.05% 0 Timeline PVI 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: 10,700 shares; 2024Q4: 10,775 shares; 2025Q1: 10,831 shares; 2025Q2: 10,898 shares; 2025Q3: 9,000 shares; 2025Q4: 9,023 shares; 2026Q1: 9,067 shares; 2026Q2: 9,117 shares 9,117 $227K 0.05% +50 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $226K 0.04% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 3,171 shares; 2025Q1: 3,452 shares; 2025Q2: 3,594 shares; 2025Q3: 3,453 shares; 2025Q4: 2,919 shares; 2026Q1: 2,920 shares; 2026Q2: 2,720 shares 2,720 $226K 0.04% -200 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,286 shares; 2024Q4: 22,286 shares; 2025Q1: 21,286 shares; 2025Q2: 20,286 shares; 2025Q3: 20,286 shares; 2025Q4: 19,286 shares; 2026Q1: 18,286 shares; 2026Q2: 18,286 shares 18,286 $225K 0.04% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,479 shares 6,479 $224K 0.04% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,887 shares 4,887 $224K 0.04% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 398 shares; 2026Q2: 399 shares 399 $223K 0.04% +1 Timeline IBMS 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: 8,014 shares; 2026Q2: 8,618 shares 8,618 $223K 0.04% +604 Timeline IBMR 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: 8,211 shares; 2026Q2: 8,772 shares 8,772 $223K 0.04% +561 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,142 shares 6,142 $222K 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,702 shares; 2025Q2: 3,336 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 821 shares 821 $221K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,906 shares 7,906 $219K 0.04% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 1,905 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,943 shares 1,943 $213K 0.04% new 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: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $212K 0.04% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 493 shares 493 $205K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,101 shares; 2026Q2: 1,201 shares 1,201 $203K 0.04% +100 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $189K 0.04% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,257 shares; 2024Q4: 17,257 shares; 2025Q1: 17,257 shares; 2025Q2: 17,257 shares; 2025Q3: 17,257 shares; 2025Q4: 16,657 shares; 2026Q1: 16,657 shares; 2026Q2: 16,657 shares 16,657 $163K 0.03% 0 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 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 $93.8K 0.02% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,550 shares; 2024Q4: 13,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,550 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $59.6K 0.01% 0 Timeline