IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,256 shares; 2024Q4: 8,828 shares; 2025Q1: 7,213 shares; 2025Q2: 5,505 shares; 2025Q3: 5,889 shares; 2025Q4: 5,904 shares; 2026Q1: 7,095 shares; 2026Q2: 14,017 shares 14,017 $10.5M 5.95% +6,922 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: 37,920 shares; 2024Q4: 37,872 shares; 2025Q1: 37,522 shares; 2025Q2: 33,950 shares; 2025Q3: 32,504 shares; 2025Q4: 33,348 shares; 2026Q1: 34,030 shares; 2026Q2: 43,556 shares 43,556 $5.99M 3.4% +9,526 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,373 shares; 2024Q4: 56,447 shares; 2025Q1: 54,610 shares; 2025Q2: 55,493 shares; 2025Q3: 65,375 shares; 2025Q4: 67,866 shares; 2026Q1: 58,147 shares; 2026Q2: 77,123 shares 77,123 $5.25M 2.97% +18,976 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: 23,786 shares; 2024Q4: 23,215 shares; 2025Q1: 24,621 shares; 2025Q2: 25,859 shares; 2025Q3: 27,939 shares; 2025Q4: 26,008 shares; 2026Q1: 23,204 shares; 2026Q2: 24,286 shares 24,286 $4.86M 2.76% +1,082 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: 29,543 shares; 2024Q4: 29,983 shares; 2025Q1: 40,802 shares; 2025Q2: 48,325 shares; 2025Q3: 48,444 shares; 2025Q4: 62,870 shares; 2026Q1: 55,484 shares; 2026Q2: 64,871 shares 64,871 $3.94M 2.24% +9,387 Timeline ACWX 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: 23,637 shares; 2026Q2: 47,675 shares 47,675 $3.63M 2.06% +24,038 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,253 shares; 2026Q2: 90,040 shares 90,040 $3.3M 1.87% +27,787 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: 8,617 shares; 2024Q4: 8,658 shares; 2025Q1: 9,367 shares; 2025Q2: 9,936 shares; 2025Q3: 9,755 shares; 2025Q4: 9,633 shares; 2026Q1: 9,754 shares; 2026Q2: 11,285 shares 11,285 $3.27M 1.85% +1,531 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,117 shares; 2025Q4: 154,235 shares; 2026Q1: 164,042 shares; 2026Q2: 109,650 shares 109,650 $3.04M 1.72% -54,392 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: 34,133 shares; 2024Q4: 38,592 shares; 2025Q1: 42,142 shares; 2025Q2: 48,139 shares; 2025Q3: 52,946 shares; 2025Q4: 55,702 shares; 2026Q1: 52,326 shares; 2026Q2: 59,404 shares 59,404 $3M 1.7% +7,078 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: 8,131 shares; 2024Q4: 8,766 shares; 2025Q1: 7,582 shares; 2025Q2: 7,204 shares; 2025Q3: 7,823 shares; 2025Q4: 21,422 shares; 2026Q1: 21,692 shares; 2026Q2: 15,586 shares 15,586 $2.97M 1.68% -6,106 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,696 shares; 2025Q3: 42,044 shares; 2025Q4: 45,271 shares; 2026Q1: 47,072 shares; 2026Q2: 52,073 shares 52,073 $2.75M 1.56% +5,001 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: 10,079 shares; 2024Q4: 10,479 shares; 2025Q1: 10,394 shares; 2025Q2: 9,944 shares; 2025Q3: 9,706 shares; 2025Q4: 9,361 shares; 2026Q1: 9,236 shares; 2026Q2: 9,057 shares 9,057 $2.74M 1.56% -179 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: 26,297 shares; 2024Q4: 80,772 shares; 2025Q1: 81,103 shares; 2025Q2: 81,084 shares; 2025Q3: 79,556 shares; 2025Q4: 81,527 shares; 2026Q1: 82,240 shares; 2026Q2: 84,298 shares 84,298 $2.67M 1.52% +2,058 Timeline SJNK 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: 42,205 shares; 2024Q4: 51,747 shares; 2025Q1: 62,698 shares; 2025Q2: 83,529 shares; 2025Q3: 100,997 shares; 2025Q4: 117,302 shares; 2026Q1: 119,330 shares; 2026Q2: 105,442 shares 105,442 $2.64M 1.5% -13,888 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,691 shares; 2024Q4: 31,840 shares; 2025Q1: 17,121 shares; 2025Q2: 11,408 shares; 2025Q3: 13,268 shares; 2025Q4: 14,235 shares; 2026Q1: 20,760 shares; 2026Q2: 27,488 shares 27,488 $2.42M 1.37% +6,728 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: 28,294 shares; 2024Q4: 34,454 shares; 2025Q1: 34,013 shares; 2025Q2: 30,050 shares; 2025Q3: 24,030 shares; 2025Q4: 16,944 shares; 2026Q1: 16,646 shares; 2026Q2: 10,858 shares 10,858 $2.38M 1.35% -5,788 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: 21,063 shares; 2024Q4: 81,711 shares; 2025Q1: 89,085 shares; 2025Q2: 106,836 shares; 2025Q3: 112,405 shares; 2025Q4: 112,755 shares; 2026Q1: 100,413 shares; 2026Q2: 67,386 shares 67,386 $2.28M 1.29% -33,027 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,534 shares; 2026Q2: 40,129 shares 40,129 $2.02M 1.15% +13,595 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: 11,354 shares; 2024Q4: 16,709 shares; 2025Q1: 18,487 shares; 2025Q2: 21,465 shares; 2025Q3: 24,157 shares; 2025Q4: 26,523 shares; 2026Q1: 23,545 shares; 2026Q2: 25,960 shares 25,960 $1.96M 1.11% +2,415 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: 8,230 shares; 2025Q1: 7,914 shares; 2025Q2: 7,492 shares; 2025Q3: 7,020 shares; 2025Q4: 10,912 shares; 2026Q1: 11,269 shares; 2026Q2: 11,810 shares 11,810 $1.91M 1.08% +541 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,777 shares 67,777 $1.9M 1.08% new Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,968 shares; 2024Q4: 15,240 shares; 2025Q1: 15,230 shares; 2025Q2: 17,630 shares; 2025Q3: 18,134 shares; 2025Q4: 20,344 shares; 2026Q1: 21,727 shares; 2026Q2: 22,274 shares 22,274 $1.89M 1.07% +547 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: 5,043 shares; 2024Q4: 4,631 shares; 2025Q1: 5,006 shares; 2025Q2: 5,131 shares; 2025Q3: 5,232 shares; 2025Q4: 5,332 shares; 2026Q1: 5,072 shares; 2026Q2: 5,086 shares 5,086 $1.87M 1.06% +14 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: 2,103 shares; 2024Q4: 2,201 shares; 2025Q1: 2,432 shares; 2025Q2: 3,463 shares; 2025Q3: 3,619 shares; 2025Q4: 3,525 shares; 2026Q1: 3,563 shares; 2026Q2: 3,298 shares 3,298 $1.86M 1.05% -265 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,135 shares; 2025Q2: 37,223 shares; 2025Q3: 37,476 shares; 2025Q4: 38,748 shares; 2026Q1: 40,008 shares; 2026Q2: 36,685 shares 36,685 $1.58M 0.9% -3,323 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: 1,272 shares; 2024Q4: 1,112 shares; 2025Q1: 932 shares; 2025Q2: 1,782 shares; 2025Q3: 2,794 shares; 2025Q4: 2,468 shares; 2026Q1: 2,472 shares; 2026Q2: 3,748 shares 3,748 $1.58M 0.89% +1,276 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: 9,653 shares; 2025Q4: 10,690 shares; 2026Q1: 16,264 shares; 2026Q2: 26,087 shares 26,087 $1.56M 0.88% +9,823 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: 2,955 shares; 2024Q4: 2,958 shares; 2025Q1: 3,080 shares; 2025Q2: 3,135 shares; 2025Q3: 3,136 shares; 2025Q4: 3,119 shares; 2026Q1: 3,320 shares; 2026Q2: 4,097 shares 4,097 $1.53M 0.87% +777 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: 26,897 shares; 2024Q4: 26,723 shares; 2025Q1: 18,658 shares; 2025Q2: 16,013 shares; 2025Q3: 16,901 shares; 2025Q4: 19,575 shares; 2026Q1: 23,477 shares; 2026Q2: 32,897 shares 32,897 $1.52M 0.86% +9,420 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,722 shares; 2024Q4: 7,953 shares; 2025Q1: 8,965 shares; 2025Q2: 8,981 shares; 2025Q3: 10,216 shares; 2025Q4: 9,502 shares; 2026Q1: 9,558 shares; 2026Q2: 9,222 shares 9,222 $1.51M 0.86% -336 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,981 shares; 2024Q4: 51,837 shares; 2025Q1: 51,837 shares; 2025Q2: 50,398 shares; 2025Q3: 36,049 shares; 2025Q4: 35,801 shares; 2026Q1: 35,801 shares; 2026Q2: 35,791 shares 35,791 $1.46M 0.83% -10 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,457 shares; 2024Q4: 3,466 shares; 2025Q1: 3,624 shares; 2025Q2: 3,612 shares; 2025Q3: 3,828 shares; 2025Q4: 3,643 shares; 2026Q1: 3,647 shares; 2026Q2: 4,122 shares 4,122 $1.46M 0.83% +475 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,568 shares; 2024Q4: 4,665 shares; 2025Q1: 6,176 shares; 2025Q2: 7,297 shares; 2025Q3: 10,496 shares; 2025Q4: 10,710 shares; 2026Q1: 3,981 shares; 2026Q2: 3,959 shares 3,959 $1.45M 0.82% -22 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: 28,326 shares; 2024Q4: 37,472 shares; 2025Q1: 37,683 shares; 2025Q2: 30,166 shares; 2025Q3: 37,941 shares; 2025Q4: 43,840 shares; 2026Q1: 40,991 shares; 2026Q2: 26,640 shares 26,640 $1.43M 0.81% -14,351 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,741 shares; 2026Q1: 9,067 shares; 2026Q2: 13,588 shares 13,588 $1.39M 0.79% +4,521 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: 3,022 shares; 2024Q4: 2,990 shares; 2025Q1: 3,004 shares; 2025Q2: 3,108 shares; 2025Q3: 2,838 shares; 2025Q4: 2,874 shares; 2026Q1: 2,786 shares; 2026Q2: 2,760 shares 2,760 $1.38M 0.78% -26 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: 4,556 shares; 2024Q4: 4,591 shares; 2025Q1: 4,620 shares; 2025Q2: 4,534 shares; 2025Q3: 3,680 shares; 2025Q4: 3,943 shares; 2026Q1: 4,232 shares; 2026Q2: 5,588 shares 5,588 $1.33M 0.76% +1,356 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: 1,772 shares; 2024Q4: 2,199 shares; 2025Q1: 2,760 shares; 2025Q2: 3,204 shares; 2025Q3: 3,446 shares; 2025Q4: 5,935 shares; 2026Q1: 5,988 shares; 2026Q2: 5,813 shares 5,813 $1.32M 0.75% -175 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,871 shares; 2025Q4: 34,881 shares; 2026Q1: 17,472 shares; 2026Q2: 13,254 shares 13,254 $1.28M 0.73% -4,218 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: 5,900 shares; 2024Q4: 20,872 shares; 2025Q1: 25,497 shares; 2025Q2: 30,597 shares; 2025Q3: 31,348 shares; 2025Q4: 38,636 shares; 2026Q1: 51,707 shares; 2026Q2: 51,679 shares 51,679 $1.27M 0.72% -28 Timeline PSTP 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: 25,267 shares; 2024Q4: 29,453 shares; 2025Q1: 30,638 shares; 2025Q2: 36,251 shares; 2025Q3: 38,240 shares; 2025Q4: 35,336 shares; 2026Q1: 35,141 shares; 2026Q2: 34,434 shares 34,434 $1.27M 0.72% -707 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: 1,530 shares; 2024Q4: 1,854 shares; 2025Q1: 1,974 shares; 2025Q2: 1,956 shares; 2025Q3: 1,963 shares; 2025Q4: 1,763 shares; 2026Q1: 1,759 shares; 2026Q2: 1,719 shares 1,719 $1.27M 0.72% -40 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: 1,292 shares; 2024Q4: 1,283 shares; 2025Q1: 1,300 shares; 2025Q2: 1,297 shares; 2025Q3: 1,128 shares; 2025Q4: 1,039 shares; 2026Q1: 967 shares; 2026Q2: 1,010 shares 1,010 $1.21M 0.69% +43 Timeline XJUN 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: 31,241 shares; 2024Q4: 27,815 shares; 2025Q1: 27,815 shares; 2025Q2: 27,427 shares; 2025Q3: 27,316 shares; 2025Q4: 27,260 shares; 2026Q1: 27,236 shares; 2026Q2: 27,223 shares 27,223 $1.21M 0.69% -13 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,746 shares; 2024Q4: 3,625 shares; 2025Q1: 5,485 shares; 2025Q2: 5,735 shares; 2025Q3: 7,390 shares; 2025Q4: 7,652 shares; 2026Q1: 8,360 shares; 2026Q2: 5,767 shares 5,767 $1.07M 0.61% -2,593 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,926 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 8,513 shares 8,513 $1.06M 0.6% +6,385 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: 26,593 shares; 2024Q4: 17,479 shares; 2025Q1: 15,591 shares; 2025Q2: 17,094 shares; 2025Q3: 14,379 shares; 2025Q4: 17,430 shares; 2026Q1: 19,044 shares; 2026Q2: 10,687 shares 10,687 $1.03M 0.59% -8,357 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: 1,232 shares; 2024Q4: 1,717 shares; 2025Q1: 1,672 shares; 2025Q2: 1,686 shares; 2025Q3: 1,716 shares; 2025Q4: 1,687 shares; 2026Q1: 1,667 shares; 2026Q2: 1,597 shares 1,597 $1.02M 0.58% -70 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: 3,532 shares; 2024Q4: 20,291 shares; 2025Q1: 20,484 shares; 2025Q2: 23,576 shares; 2025Q3: 32,748 shares; 2025Q4: 33,712 shares; 2026Q1: 34,107 shares; 2026Q2: 35,074 shares 35,074 $1.02M 0.58% +967 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,450 shares; 2025Q1: 15,845 shares; 2025Q2: 29,616 shares; 2025Q3: 10,277 shares; 2025Q4: 12,587 shares; 2026Q1: 12,548 shares; 2026Q2: 12,177 shares 12,177 $1.01M 0.57% -371 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: 3,122 shares; 2024Q4: 3,131 shares; 2025Q1: 3,141 shares; 2025Q2: 3,144 shares; 2025Q3: 3,146 shares; 2025Q4: 3,120 shares; 2026Q1: 3,038 shares; 2026Q2: 3,049 shares 3,049 $998K 0.57% +11 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,130 shares; 2024Q4: 36,601 shares; 2025Q1: 36,594 shares; 2025Q2: 36,594 shares; 2025Q3: 36,594 shares; 2025Q4: 36,594 shares; 2026Q1: 36,594 shares; 2026Q2: 36,594 shares 36,594 $981K 0.56% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,851 shares; 2024Q4: 13,851 shares; 2025Q1: 13,851 shares; 2025Q2: 13,851 shares; 2025Q3: 26,432 shares; 2025Q4: 26,432 shares; 2026Q1: 26,340 shares; 2026Q2: 26,340 shares 26,340 $974K 0.55% 0 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,164 shares 37,164 $952K 0.54% new 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: 543 shares; 2024Q4: 671 shares; 2025Q1: 744 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 802 shares; 2026Q1: 760 shares; 2026Q2: 1,245 shares 1,245 $930K 0.53% +485 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,131 shares; 2025Q4: 75,639 shares; 2026Q1: 70,304 shares; 2026Q2: 35,468 shares 35,468 $921K 0.52% -34,836 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,221 shares; 2024Q4: 27,568 shares; 2025Q1: 21,906 shares; 2025Q2: 21,830 shares; 2025Q3: 21,727 shares; 2025Q4: 21,727 shares; 2026Q1: 21,718 shares; 2026Q2: 21,718 shares 21,718 $908K 0.51% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,867 shares; 2026Q2: 37,125 shares 37,125 $846K 0.48% +12,258 Timeline CATF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,582 shares; 2025Q3: 6,739 shares; 2025Q4: 12,661 shares; 2026Q1: 15,069 shares; 2026Q2: 16,390 shares 16,390 $824K 0.47% +1,321 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: not reported; 2024Q4: 2,152 shares; 2025Q1: 2,913 shares; 2025Q2: 3,083 shares; 2025Q3: 3,272 shares; 2025Q4: 3,447 shares; 2026Q1: 3,407 shares; 2026Q2: 3,398 shares 3,398 $824K 0.47% -9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 3,317 shares; 2025Q1: 2,617 shares; 2025Q2: 2,701 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,708 shares; 2026Q2: 2,708 shares 2,708 $814K 0.46% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,369 shares 2,369 $808K 0.46% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,341 shares 2,341 $803K 0.46% new 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: 10,165 shares; 2024Q4: 12,975 shares; 2025Q1: 12,975 shares; 2025Q2: 9,834 shares; 2025Q3: 10,034 shares; 2025Q4: 10,034 shares; 2026Q1: 10,034 shares; 2026Q2: 10,034 shares 10,034 $774K 0.44% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,394 shares 8,394 $756K 0.43% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,827 shares; 2026Q2: 28,745 shares 28,745 $753K 0.43% +12,918 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.42% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,476 shares 12,476 $748K 0.42% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,633 shares; 2024Q4: 10,413 shares; 2025Q1: 10,822 shares; 2025Q2: 10,466 shares; 2025Q3: 10,341 shares; 2025Q4: 9,702 shares; 2026Q1: 9,077 shares; 2026Q2: 8,882 shares 8,882 $712K 0.4% -195 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: 1,755 shares; 2024Q4: 1,588 shares; 2025Q1: 1,614 shares; 2025Q2: 1,666 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,462 shares; 2026Q2: 1,922 shares 1,922 $711K 0.4% +460 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: 710 shares; 2024Q4: 682 shares; 2025Q1: 674 shares; 2025Q2: 849 shares; 2025Q3: 857 shares; 2025Q4: 8,425 shares; 2026Q1: 8,570 shares; 2026Q2: 9,772 shares 9,772 $698K 0.4% +1,202 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,345 shares; 2024Q4: 15,986 shares; 2025Q1: 14,867 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares; 2025Q4: 14,868 shares; 2026Q1: 14,868 shares; 2026Q2: 14,768 shares 14,768 $697K 0.4% -100 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,493 shares; 2024Q4: 11,998 shares; 2025Q1: 10,211 shares; 2025Q2: 10,048 shares; 2025Q3: 9,986 shares; 2025Q4: 9,928 shares; 2026Q1: 9,998 shares; 2026Q2: 9,515 shares 9,515 $693K 0.39% -483 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,019 shares; 2026Q2: 22,019 shares 22,019 $689K 0.39% 0 Timeline YSEP 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: 9,112 shares; 2024Q4: 16,065 shares; 2025Q1: 16,241 shares; 2025Q2: 16,191 shares; 2025Q3: 21,013 shares; 2025Q4: 24,656 shares; 2026Q1: 24,656 shares; 2026Q2: 24,656 shares 24,656 $679K 0.39% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,938 shares; 2024Q4: 10,938 shares; 2025Q1: 10,938 shares; 2025Q2: 10,938 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 6,991 shares; 2026Q2: 11,806 shares 11,806 $663K 0.38% +4,815 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858 shares; 2024Q4: 4,893 shares; 2025Q1: 5,550 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,812 shares; 2026Q1: 6,772 shares; 2026Q2: 6,857 shares 6,857 $661K 0.37% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 1,260 shares; 2026Q1: 1,310 shares; 2026Q2: 1,818 shares 1,818 $650K 0.37% +508 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,721 shares 12,721 $640K 0.36% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,273 shares; 2024Q4: 25,865 shares; 2025Q1: 26,035 shares; 2025Q2: 25,763 shares; 2025Q3: 25,768 shares; 2025Q4: 25,072 shares; 2026Q1: 24,800 shares; 2026Q2: 24,755 shares 24,755 $632K 0.36% -45 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: 13,147 shares; 2024Q4: 14,636 shares; 2025Q1: 14,298 shares; 2025Q2: 10,932 shares; 2025Q3: 9,705 shares; 2025Q4: 9,197 shares; 2026Q1: 8,434 shares; 2026Q2: 6,572 shares 6,572 $621K 0.35% -1,862 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: 11,490 shares; 2024Q4: 14,183 shares; 2025Q1: 14,931 shares; 2025Q2: 11,466 shares; 2025Q3: 9,019 shares; 2025Q4: 8,753 shares; 2026Q1: 8,802 shares; 2026Q2: 8,916 shares 8,916 $619K 0.35% +114 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,831 shares; 2024Q4: 6,057 shares; 2025Q1: 5,741 shares; 2025Q2: 5,773 shares; 2025Q3: 5,773 shares; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares; 2026Q2: 5,041 shares 5,041 $600K 0.34% -210 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,809 shares; 2024Q4: 17,772 shares; 2025Q1: 17,485 shares; 2025Q2: 15,467 shares; 2025Q3: 14,299 shares; 2025Q4: 14,095 shares; 2026Q1: 14,031 shares; 2026Q2: 11,845 shares 11,845 $599K 0.34% -2,186 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,834 shares; 2024Q4: 10,834 shares; 2025Q1: 10,834 shares; 2025Q2: 10,834 shares; 2025Q3: 10,821 shares; 2025Q4: 10,821 shares; 2026Q1: 10,821 shares; 2026Q2: 10,821 shares 10,821 $591K 0.34% 0 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: 9,742 shares; 2024Q4: 9,556 shares; 2025Q1: 8,401 shares; 2025Q2: 7,206 shares; 2025Q3: 2,320 shares; 2025Q4: 2,367 shares; 2026Q1: 2,311 shares; 2026Q2: 2,298 shares 2,298 $580K 0.33% -13 Timeline BA BOEING CO More: the full row for BOEING 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: 2,653 shares 2,653 $574K 0.33% new Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 10,669 shares; 2025Q4: 10,924 shares; 2026Q1: 20,565 shares; 2026Q2: 20,540 shares 20,540 $555K 0.31% -25 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: 38,317 shares; 2024Q4: 40,358 shares; 2025Q1: 25,972 shares; 2025Q2: 43,893 shares; 2025Q3: 35,956 shares; 2025Q4: 33,474 shares; 2026Q1: 19,296 shares; 2026Q2: 7,127 shares 7,127 $546K 0.31% -12,169 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: 8,211 shares; 2024Q4: 7,292 shares; 2025Q1: 7,523 shares; 2025Q2: 5,706 shares; 2025Q3: 5,023 shares; 2025Q4: 7,230 shares; 2026Q1: 7,206 shares; 2026Q2: 3,425 shares 3,425 $543K 0.31% -3,781 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: 4,718 shares; 2024Q4: 4,590 shares; 2025Q1: 7,997 shares; 2025Q2: 11,800 shares; 2025Q3: 8,041 shares; 2025Q4: 8,490 shares; 2026Q1: 8,851 shares; 2026Q2: 5,030 shares 5,030 $539K 0.31% -3,821 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,759 shares 3,759 $538K 0.31% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,663 shares; 2025Q1: 1,670 shares; 2025Q2: 1,656 shares; 2025Q3: 1,669 shares; 2025Q4: 1,669 shares; 2026Q1: 1,663 shares; 2026Q2: 2,123 shares 2,123 $534K 0.3% +460 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,651 shares; 2024Q4: 9,993 shares; 2025Q1: 14,304 shares; 2025Q2: 14,320 shares; 2025Q3: 14,090 shares; 2025Q4: 17,470 shares; 2026Q1: 16,103 shares; 2026Q2: 7,034 shares 7,034 $529K 0.3% -9,069 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,223 shares; 2024Q4: 6,217 shares; 2025Q1: 5,699 shares; 2025Q2: 5,418 shares; 2025Q3: 5,353 shares; 2025Q4: 5,427 shares; 2026Q1: 5,397 shares; 2026Q2: 5,459 shares 5,459 $527K 0.3% +62 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,275 shares; 2025Q3: 16,299 shares; 2025Q4: 16,951 shares; 2026Q1: 16,819 shares; 2026Q2: 16,609 shares 16,609 $523K 0.3% -210 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,527 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: 8,467 shares; 2026Q2: 16,143 shares 16,143 $512K 0.29% +7,676 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,383 shares; 2025Q4: 12,383 shares; 2026Q1: 12,383 shares; 2026Q2: 12,383 shares 12,383 $509K 0.29% 0 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: 2,513 shares; 2024Q4: 3,703 shares; 2025Q1: 3,449 shares; 2025Q2: 4,380 shares; 2025Q3: 3,997 shares; 2025Q4: 3,768 shares; 2026Q1: 4,124 shares; 2026Q2: 4,728 shares 4,728 $509K 0.29% +604 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,181 shares; 2026Q1: 11,144 shares; 2026Q2: 11,144 shares 11,144 $509K 0.29% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,955 shares; 2024Q4: 18,795 shares; 2025Q1: 18,795 shares; 2025Q2: 18,736 shares; 2025Q3: 18,389 shares; 2025Q4: 18,308 shares; 2026Q1: 18,308 shares; 2026Q2: 18,298 shares 18,298 $508K 0.29% -10 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: 7,559 shares; 2024Q4: 6,997 shares; 2025Q1: 7,542 shares; 2025Q2: 7,696 shares; 2025Q3: 7,125 shares; 2025Q4: 8,198 shares; 2026Q1: 9,598 shares; 2026Q2: 4,638 shares 4,638 $506K 0.29% -4,960 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,302 shares; 2024Q4: 12,462 shares; 2025Q1: 12,606 shares; 2025Q2: 12,648 shares; 2025Q3: 12,648 shares; 2025Q4: 12,377 shares; 2026Q1: 12,105 shares; 2026Q2: 10,170 shares 10,170 $503K 0.28% -1,935 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,547 shares; 2025Q1: 7,547 shares; 2025Q2: 7,545 shares; 2025Q3: not reported; 2025Q4: 6,423 shares; 2026Q1: 13,138 shares; 2026Q2: 13,136 shares 13,136 $500K 0.28% -2 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: 7,575 shares; 2024Q4: 22,924 shares; 2025Q1: 21,317 shares; 2025Q2: 19,724 shares; 2025Q3: 20,469 shares; 2025Q4: 19,894 shares; 2026Q1: 20,218 shares; 2026Q2: 21,333 shares 21,333 $493K 0.28% +1,115 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,031 shares; 2024Q4: 9,833 shares; 2025Q1: 9,830 shares; 2025Q2: 9,984 shares; 2025Q3: 9,985 shares; 2025Q4: 9,914 shares; 2026Q1: 9,914 shares; 2026Q2: 9,915 shares 9,915 $489K 0.28% +1 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 10,468 shares; 2025Q4: 10,468 shares; 2026Q1: 11,505 shares; 2026Q2: 12,165 shares 12,165 $469K 0.27% +660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,656 shares 17,656 $468K 0.27% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,348 shares; 2025Q4: 8,870 shares; 2026Q1: 9,147 shares; 2026Q2: 9,162 shares 9,162 $462K 0.26% +15 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 5,233 shares; 2025Q3: 5,042 shares; 2025Q4: 6,249 shares; 2026Q1: 9,015 shares; 2026Q2: 13,524 shares 13,524 $450K 0.26% +4,509 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 3,813 shares; 2025Q1: 4,083 shares; 2025Q2: 3,892 shares; 2025Q3: 3,840 shares; 2025Q4: 3,579 shares; 2026Q1: 3,218 shares; 2026Q2: 3,146 shares 3,146 $448K 0.25% -72 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,969 shares; 2024Q4: 4,247 shares; 2025Q1: 4,076 shares; 2025Q2: 2,274 shares; 2025Q3: 3,400 shares; 2025Q4: 6,323 shares; 2026Q1: 6,434 shares; 2026Q2: 3,770 shares 3,770 $442K 0.25% -2,664 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,552 shares; 2024Q4: 13,922 shares; 2025Q1: 10,490 shares; 2025Q2: 18,987 shares; 2025Q3: 18,319 shares; 2025Q4: 19,273 shares; 2026Q1: 19,348 shares; 2026Q2: 8,396 shares 8,396 $439K 0.25% -10,952 Timeline DAUG 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: 9,379 shares; 2024Q4: 9,379 shares; 2025Q1: 9,379 shares; 2025Q2: 9,379 shares; 2025Q3: 9,379 shares; 2025Q4: 9,379 shares; 2026Q1: 9,379 shares; 2026Q2: 9,379 shares 9,379 $439K 0.25% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 4,717 shares; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,182 shares; 2025Q4: 7,901 shares; 2026Q1: 6,918 shares; 2026Q2: 8,178 shares 8,178 $434K 0.25% +1,260 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,752 shares; 2026Q1: 2,752 shares; 2026Q2: 2,752 shares 2,752 $421K 0.24% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,182 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares; 2026Q2: 3,997 shares 3,997 $418K 0.24% -125 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,149 shares; 2026Q1: 17,149 shares; 2026Q2: 17,149 shares 17,149 $410K 0.23% 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: not reported; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 2,354 shares; 2026Q2: 2,352 shares 2,352 $386K 0.22% -2 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,339 shares; 2026Q2: 11,021 shares 11,021 $378K 0.21% +3,682 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 898 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $367K 0.21% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,620 shares 3,620 $364K 0.21% new Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,674 shares; 2025Q1: 6,674 shares; 2025Q2: 6,674 shares; 2025Q3: 6,674 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares; 2026Q2: 6,674 shares 6,674 $355K 0.2% 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: 1,566 shares; 2025Q2: 1,096 shares; 2025Q3: 1,115 shares; 2025Q4: 975 shares; 2026Q1: 1,032 shares; 2026Q2: 1,241 shares 1,241 $352K 0.2% +209 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,340 shares; 2026Q2: 3,340 shares 3,340 $350K 0.2% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,400 shares; 2024Q4: 33,407 shares; 2025Q1: 33,414 shares; 2025Q2: 33,033 shares; 2025Q3: 33,033 shares; 2025Q4: 33,033 shares; 2026Q1: 33,033 shares; 2026Q2: 33,033 shares 33,033 $340K 0.19% 0 Timeline LMUB 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: 6,608 shares 6,608 $338K 0.19% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 1,668 shares; 2025Q1: 1,568 shares; 2025Q2: 1,730 shares; 2025Q3: 1,701 shares; 2025Q4: 1,674 shares; 2026Q1: 1,661 shares; 2026Q2: 1,659 shares 1,659 $336K 0.19% -2 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,568 shares; 2025Q4: 8,555 shares; 2026Q1: 8,555 shares; 2026Q2: 8,555 shares 8,555 $320K 0.18% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares; 2026Q1: 2,929 shares; 2026Q2: 1,594 shares 1,594 $319K 0.18% -1,335 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,689 shares; 2025Q4: 9,474 shares; 2026Q1: 9,474 shares; 2026Q2: 9,465 shares 9,465 $318K 0.18% -9 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,516 shares; 2024Q4: 6,440 shares; 2025Q1: 5,008 shares; 2025Q2: 4,703 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,847 shares; 2026Q2: 3,736 shares 3,736 $316K 0.18% -111 Timeline EAGG 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: 7,433 shares; 2025Q2: 6,373 shares; 2025Q3: 6,153 shares; 2025Q4: 5,239 shares; 2026Q1: 6,663 shares; 2026Q2: 6,534 shares 6,534 $310K 0.18% -129 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: 1,815 shares; 2024Q4: 1,836 shares; 2025Q1: 2,185 shares; 2025Q2: 2,196 shares; 2025Q3: 2,193 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares; 2026Q2: 1,977 shares 1,977 $305K 0.17% -216 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,006 shares; 2025Q1: 3,862 shares; 2025Q2: not reported; 2025Q3: 2,467 shares; 2025Q4: 4,573 shares; 2026Q1: 4,653 shares; 2026Q2: 3,227 shares 3,227 $301K 0.17% -1,426 Timeline LGLV 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: 1,790 shares; 2024Q4: 1,755 shares; 2025Q1: 1,724 shares; 2025Q2: 1,665 shares; 2025Q3: 1,666 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares; 2026Q2: 1,644 shares 1,644 $298K 0.17% +1 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: 17,608 shares; 2024Q4: 21,436 shares; 2025Q1: 11,135 shares; 2025Q2: 10,622 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares; 2026Q2: 2,394 shares 2,394 $298K 0.17% +262 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: 799 shares; 2024Q4: 725 shares; 2025Q1: 670 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 612 shares; 2026Q2: 3,442 shares 3,442 $296K 0.17% +2,830 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 5,962 shares; 2025Q1: 4,863 shares; 2025Q2: 4,801 shares; 2025Q3: 4,900 shares; 2025Q4: 4,809 shares; 2026Q1: 4,634 shares; 2026Q2: 6,462 shares 6,462 $296K 0.17% +1,828 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,156 shares; 2025Q4: 16,156 shares; 2026Q1: 16,156 shares; 2026Q2: 5,326 shares 5,326 $293K 0.17% -10,830 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: 17,212 shares; 2024Q4: 13,922 shares; 2025Q1: 10,457 shares; 2025Q2: 16,501 shares; 2025Q3: 11,228 shares; 2025Q4: 10,667 shares; 2026Q1: 4,455 shares; 2026Q2: 3,356 shares 3,356 $290K 0.16% -1,099 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,854 shares; 2025Q2: 5,765 shares; 2025Q3: 6,185 shares; 2025Q4: 7,077 shares; 2026Q1: 6,353 shares; 2026Q2: 5,278 shares 5,278 $289K 0.16% -1,075 Timeline NEAR 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: 4,684 shares; 2024Q4: 5,035 shares; 2025Q1: 5,035 shares; 2025Q2: 5,135 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 5,669 shares 5,669 $287K 0.16% +769 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,851 shares; 2026Q1: 7,194 shares; 2026Q2: 7,205 shares 7,205 $284K 0.16% +11 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $284K 0.16% new Timeline SUSC 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: 12,018 shares; 2025Q1: 12,869 shares; 2025Q2: 12,873 shares; 2025Q3: 13,746 shares; 2025Q4: 12,549 shares; 2026Q1: 12,713 shares; 2026Q2: 12,175 shares 12,175 $282K 0.16% -538 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,984 shares; 2024Q4: 23,015 shares; 2025Q1: 17,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,725 shares 2,725 $279K 0.16% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,722 shares; 2024Q4: 5,785 shares; 2025Q1: 5,726 shares; 2025Q2: 4,855 shares; 2025Q3: 4,865 shares; 2025Q4: 4,865 shares; 2026Q1: 4,865 shares; 2026Q2: 4,662 shares 4,662 $273K 0.15% -203 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,201 shares; 2026Q1: 10,201 shares; 2026Q2: 10,183 shares 10,183 $268K 0.15% -18 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,013 shares; 2025Q4: 6,006 shares; 2026Q1: 5,959 shares; 2026Q2: 5,959 shares 5,959 $265K 0.15% 0 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,820 shares 9,820 $262K 0.15% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,028 shares; 2024Q4: not reported; 2025Q1: 7,028 shares; 2025Q2: 6,914 shares; 2025Q3: 6,914 shares; 2025Q4: 6,548 shares; 2026Q1: 6,548 shares; 2026Q2: 6,387 shares 6,387 $260K 0.15% -161 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,977 shares; 2025Q1: 7,977 shares; 2025Q2: 7,379 shares; 2025Q3: 7,057 shares; 2025Q4: 8,535 shares; 2026Q1: 8,535 shares; 2026Q2: 8,493 shares 8,493 $254K 0.14% -42 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,639 shares; 2026Q1: 3,661 shares; 2026Q2: 3,727 shares 3,727 $252K 0.14% +66 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,851 shares; 2026Q2: 9,851 shares 9,851 $251K 0.14% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares 358 $246K 0.14% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 956 shares 956 $244K 0.14% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,634 shares; 2025Q2: 2,666 shares; 2025Q3: 2,358 shares; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares; 2026Q2: 2,463 shares 2,463 $244K 0.14% +374 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $243K 0.14% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,599 shares; 2025Q1: 2,072 shares; 2025Q2: 3,737 shares; 2025Q3: 7,325 shares; 2025Q4: 7,763 shares; 2026Q1: 7,858 shares; 2026Q2: 2,412 shares 2,412 $242K 0.14% -5,446 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,521 shares; 2024Q4: 7,465 shares; 2025Q1: 7,411 shares; 2025Q2: 7,196 shares; 2025Q3: 7,043 shares; 2025Q4: 7,028 shares; 2026Q1: 7,028 shares; 2026Q2: 7,011 shares 7,011 $241K 0.14% -17 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: not reported; 2024Q4: not reported; 2025Q1: 2,782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,820 shares; 2026Q2: 1,114 shares 1,114 $237K 0.13% -2,706 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,903 shares; 2025Q3: 7,547 shares; 2025Q4: 5,626 shares; 2026Q1: 10,059 shares; 2026Q2: 4,682 shares 4,682 $237K 0.13% -5,377 Timeline SCHM 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: 6,873 shares; 2025Q4: 6,873 shares; 2026Q1: 6,873 shares; 2026Q2: 6,386 shares 6,386 $235K 0.13% -487 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: 834 shares; 2026Q2: 358 shares 358 $235K 0.13% -476 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,749 shares; 2025Q2: 7,749 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 7,450 shares; 2026Q2: 7,450 shares 7,450 $233K 0.13% 0 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,339 shares; 2025Q4: 8,339 shares; 2026Q1: 8,339 shares; 2026Q2: 8,339 shares 8,339 $230K 0.13% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,099 shares; 2026Q1: 8,099 shares; 2026Q2: 8,099 shares 8,099 $230K 0.13% 0 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares; 2026Q2: 4,416 shares 4,416 $227K 0.13% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,739 shares; 2025Q3: 6,888 shares; 2025Q4: 7,061 shares; 2026Q1: 7,681 shares; 2026Q2: 4,921 shares 4,921 $224K 0.13% -2,760 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 6,571 shares; 2026Q1: 6,561 shares; 2026Q2: 6,561 shares 6,561 $224K 0.13% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares; 2026Q2: 874 shares 874 $222K 0.13% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $220K 0.12% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $219K 0.12% new Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,200 shares; 2026Q1: 7,122 shares; 2026Q2: 7,016 shares 7,016 $218K 0.12% -106 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: 455 shares 455 $217K 0.12% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 2,688 shares; 2025Q1: 2,744 shares; 2025Q2: 2,625 shares; 2025Q3: 2,614 shares; 2025Q4: 2,307 shares; 2026Q1: 2,277 shares; 2026Q2: 2,255 shares 2,255 $217K 0.12% -22 Timeline XMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,980 shares 5,980 $216K 0.12% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,825 shares; 2026Q1: 7,825 shares; 2026Q2: 7,825 shares 7,825 $215K 0.12% 0 Timeline EVUS 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: 7,154 shares; 2026Q1: 6,507 shares; 2026Q2: 6,119 shares 6,119 $215K 0.12% -388 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares; 2026Q1: not reported; 2026Q2: 621 shares 621 $214K 0.12% new Timeline AOM 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: 4,231 shares; 2025Q4: 4,231 shares; 2026Q1: 4,231 shares; 2026Q2: 4,231 shares 4,231 $211K 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,489 shares 1,489 $208K 0.12% new 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: not reported; 2026Q2: 2,177 shares 2,177 $204K 0.12% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,909 shares 3,909 $202K 0.11% new Timeline NJUL 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: 3,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,594 shares 2,594 $201K 0.11% new Timeline