AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,352 shares; 2024Q4: 214,695 shares; 2025Q1: 213,870 shares; 2025Q2: 198,534 shares; 2025Q3: 197,358 shares; 2025Q4: 193,701 shares; 2026Q1: 156,423 shares; 2026Q2: 137,249 shares 137,249 $39.7M 7.6% -19,174 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: 78,775 shares; 2024Q4: 75,223 shares; 2025Q1: 74,819 shares; 2025Q2: 71,651 shares; 2025Q3: 71,664 shares; 2025Q4: 70,692 shares; 2026Q1: 66,603 shares; 2026Q2: 63,155 shares 63,155 $31.6M 6.04% -3,448 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,832 shares; 2024Q4: 20,888 shares; 2025Q1: 21,096 shares; 2025Q2: 20,551 shares; 2025Q3: 21,193 shares; 2025Q4: 23,573 shares; 2026Q1: 31,516 shares; 2026Q2: 41,056 shares 41,056 $30.7M 5.88% +9,540 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,779 shares; 2024Q4: 273,507 shares; 2025Q1: 278,880 shares; 2025Q2: 228,539 shares; 2025Q3: 232,430 shares; 2025Q4: 230,102 shares; 2026Q1: 215,150 shares; 2026Q2: 197,583 shares 197,583 $15M 2.86% -17,567 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: 18,489 shares; 2024Q4: 18,450 shares; 2025Q1: 19,268 shares; 2025Q2: 18,913 shares; 2025Q3: 19,374 shares; 2025Q4: 21,148 shares; 2026Q1: 19,422 shares; 2026Q2: 19,640 shares 19,640 $14.5M 2.77% +218 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,549 shares; 2024Q4: 558,777 shares; 2025Q1: 638,883 shares; 2025Q2: 420,907 shares; 2025Q3: 426,960 shares; 2025Q4: 410,055 shares; 2026Q1: 335,657 shares; 2026Q2: 348,808 shares 348,808 $12.7M 2.44% +13,151 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: 76,875 shares; 2024Q4: 72,247 shares; 2025Q1: 86,242 shares; 2025Q2: 92,466 shares; 2025Q3: 109,991 shares; 2025Q4: 96,158 shares; 2026Q1: 58,871 shares; 2026Q2: 53,377 shares 53,377 $10.7M 2.04% -5,494 Timeline BFLB EA SERIES TRUST More: the full row for EA 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: 153,277 shares; 2026Q1: 182,749 shares; 2026Q2: 186,413 shares 186,413 $10.2M 1.94% +3,664 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: 68,588 shares; 2024Q4: 64,330 shares; 2025Q1: 65,056 shares; 2025Q2: 60,434 shares; 2025Q3: 60,669 shares; 2025Q4: 63,098 shares; 2026Q1: 47,060 shares; 2026Q2: 40,224 shares 40,224 $9.59M 1.83% -6,836 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: 97,214 shares; 2024Q4: 91,112 shares; 2025Q1: 83,978 shares; 2025Q2: 41,987 shares; 2025Q3: 47,328 shares; 2025Q4: 51,129 shares; 2026Q1: 67,180 shares; 2026Q2: 106,502 shares 106,502 $9.36M 1.79% +39,322 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: 68,144 shares; 2024Q4: 60,114 shares; 2025Q1: 65,343 shares; 2025Q2: 66,133 shares; 2025Q3: 64,460 shares; 2025Q4: 66,096 shares; 2026Q1: 61,341 shares; 2026Q2: 61,627 shares 61,627 $8.48M 1.62% +286 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: 57,304 shares; 2024Q4: 53,061 shares; 2025Q1: 54,398 shares; 2025Q2: 36,161 shares; 2025Q3: 36,674 shares; 2025Q4: 34,511 shares; 2026Q1: 29,125 shares; 2026Q2: 22,409 shares 22,409 $8.29M 1.59% -6,716 Timeline CLOI 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: 151,551 shares; 2024Q4: 165,502 shares; 2025Q1: 192,958 shares; 2025Q2: 166,043 shares; 2025Q3: 162,667 shares; 2025Q4: 159,184 shares; 2026Q1: 161,642 shares; 2026Q2: 150,428 shares 150,428 $7.97M 1.52% -11,214 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: 2,737 shares; 2024Q4: 2,932 shares; 2025Q1: 21,537 shares; 2025Q2: 23,724 shares; 2025Q3: 37,595 shares; 2025Q4: 45,006 shares; 2026Q1: 45,843 shares; 2026Q2: 46,309 shares 46,309 $7.32M 1.4% +466 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: 130,027 shares; 2024Q4: 121,627 shares; 2025Q1: 127,986 shares; 2025Q2: 73,889 shares; 2025Q3: 83,412 shares; 2025Q4: 89,320 shares; 2026Q1: 91,196 shares; 2026Q2: 75,382 shares 75,382 $7.27M 1.39% -15,814 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: 5,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,171 shares; 2026Q1: 28,250 shares; 2026Q2: 68,139 shares 68,139 $6.74M 1.29% +39,889 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: 11,689 shares; 2024Q4: 10,802 shares; 2025Q1: 10,575 shares; 2025Q2: 8,970 shares; 2025Q3: 9,966 shares; 2025Q4: 9,072 shares; 2026Q1: 7,976 shares; 2026Q2: 6,552 shares 6,552 $6.13M 1.17% -1,424 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: 68,640 shares; 2024Q4: 217,555 shares; 2025Q1: 215,808 shares; 2025Q2: 210,153 shares; 2025Q3: 212,732 shares; 2025Q4: 193,573 shares; 2026Q1: 186,988 shares; 2026Q2: 192,517 shares 192,517 $6.1M 1.17% +5,529 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,481 shares; 2026Q1: 41,932 shares; 2026Q2: 75,492 shares 75,492 $5.87M 1.12% +33,560 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,492 shares; 2026Q1: 50,583 shares; 2026Q2: 124,686 shares 124,686 $5.85M 1.12% +74,103 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: 19,826 shares; 2024Q4: 20,556 shares; 2025Q1: 21,142 shares; 2025Q2: 19,278 shares; 2025Q3: 27,515 shares; 2025Q4: 20,278 shares; 2026Q1: 14,035 shares; 2026Q2: 15,340 shares 15,340 $5.72M 1.09% +1,305 Timeline HELO 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: 167,760 shares; 2024Q4: 160,629 shares; 2025Q1: 170,528 shares; 2025Q2: 113,065 shares; 2025Q3: 115,880 shares; 2025Q4: 112,997 shares; 2026Q1: 92,584 shares; 2026Q2: 83,971 shares 83,971 $5.67M 1.09% -8,613 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: 27,321 shares; 2024Q4: 25,477 shares; 2025Q1: 25,247 shares; 2025Q2: 22,195 shares; 2025Q3: 23,328 shares; 2025Q4: 22,375 shares; 2026Q1: 18,962 shares; 2026Q2: 17,279 shares 17,279 $5.66M 1.08% -1,683 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,110 shares; 2024Q4: 25,368 shares; 2025Q1: 74,138 shares; 2025Q2: 178,769 shares; 2025Q3: 272,267 shares; 2025Q4: 353,275 shares; 2026Q1: 119,872 shares; 2026Q2: 108,678 shares 108,678 $5.57M 1.07% -11,194 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: 20,896 shares; 2024Q4: 20,722 shares; 2025Q1: 20,711 shares; 2025Q2: 20,646 shares; 2025Q3: 21,097 shares; 2025Q4: 20,385 shares; 2026Q1: 20,217 shares; 2026Q2: 19,918 shares 19,918 $5.42M 1.04% -299 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares; 2026Q1: 31,260 shares; 2026Q2: 61,862 shares 61,862 $5.1M 0.98% +30,602 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564,333 shares; 2024Q4: 534,413 shares; 2025Q1: 534,849 shares; 2025Q2: 318,558 shares; 2025Q3: 324,558 shares; 2025Q4: 304,854 shares; 2026Q1: 227,169 shares; 2026Q2: 150,327 shares 150,327 $5.04M 0.96% -76,842 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: 89,184 shares; 2024Q4: 75,918 shares; 2025Q1: 77,619 shares; 2025Q2: 61,291 shares; 2025Q3: 52,158 shares; 2025Q4: 54,632 shares; 2026Q1: 56,072 shares; 2026Q2: 106,293 shares 106,293 $4.91M 0.94% +50,221 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: 11,653 shares; 2024Q4: 11,217 shares; 2025Q1: 11,371 shares; 2025Q2: 13,791 shares; 2025Q3: 13,643 shares; 2025Q4: 15,469 shares; 2026Q1: 13,203 shares; 2026Q2: 13,617 shares 13,617 $4.87M 0.93% +414 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: 85,540 shares; 2024Q4: 172,673 shares; 2025Q1: 182,342 shares; 2025Q2: 173,802 shares; 2025Q3: 188,124 shares; 2025Q4: 187,092 shares; 2026Q1: 191,883 shares; 2026Q2: 202,624 shares 202,624 $4.69M 0.9% +10,741 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: 44,109 shares; 2024Q4: 38,054 shares; 2025Q1: 38,410 shares; 2025Q2: 29,795 shares; 2025Q3: 30,357 shares; 2025Q4: 28,511 shares; 2026Q1: 18,966 shares; 2026Q2: 12,245 shares 12,245 $4.33M 0.83% -6,721 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,241 shares; 2026Q1: 22,953 shares; 2026Q2: 43,081 shares 43,081 $4.25M 0.81% +20,128 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,801 shares; 2026Q1: 27,388 shares; 2026Q2: 53,155 shares 53,155 $4.22M 0.81% +25,767 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,467 shares; 2024Q4: 310,107 shares; 2025Q1: 315,473 shares; 2025Q2: 230,405 shares; 2025Q3: 188,570 shares; 2025Q4: 112,037 shares; 2026Q1: 93,204 shares; 2026Q2: 67,733 shares 67,733 $4.21M 0.81% -25,471 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,733 shares; 2024Q4: 127,586 shares; 2025Q1: 135,203 shares; 2025Q2: 84,975 shares; 2025Q3: 86,510 shares; 2025Q4: 82,622 shares; 2026Q1: 66,977 shares; 2026Q2: 47,586 shares 47,586 $4.18M 0.8% -19,391 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: 51,386 shares; 2024Q4: 48,497 shares; 2025Q1: 49,592 shares; 2025Q2: 50,839 shares; 2025Q3: 60,763 shares; 2025Q4: 66,896 shares; 2026Q1: 57,802 shares; 2026Q2: 55,539 shares 55,539 $3.78M 0.72% -2,263 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: 79,892 shares; 2024Q4: 77,538 shares; 2025Q1: 85,178 shares; 2025Q2: 59,340 shares; 2025Q3: 58,452 shares; 2025Q4: 57,109 shares; 2026Q1: 39,018 shares; 2026Q2: 30,831 shares 30,831 $3.67M 0.7% -8,187 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: 10,261 shares; 2024Q4: 10,131 shares; 2025Q1: 13,239 shares; 2025Q2: 15,128 shares; 2025Q3: 15,788 shares; 2025Q4: 22,235 shares; 2026Q1: 19,585 shares; 2026Q2: 15,971 shares 15,971 $3.63M 0.69% -3,614 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,795 shares; 2024Q4: 166,263 shares; 2025Q1: 167,093 shares; 2025Q2: 101,265 shares; 2025Q3: 102,899 shares; 2025Q4: 95,879 shares; 2026Q1: 70,201 shares; 2026Q2: 45,999 shares 45,999 $3.39M 0.65% -24,202 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: 16,625 shares; 2024Q4: 14,347 shares; 2025Q1: 21,497 shares; 2025Q2: 38,583 shares; 2025Q3: 34,477 shares; 2025Q4: 39,827 shares; 2026Q1: 19,486 shares; 2026Q2: 40,217 shares 40,217 $3.33M 0.64% +20,731 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: 1,601 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 762 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: not reported; 2026Q2: 37,744 shares 37,744 $3.25M 0.62% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 16,988 shares; 2026Q2: 32,730 shares 32,730 $3.16M 0.6% +15,742 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,601 shares; 2026Q1: 22,236 shares; 2026Q2: 62,682 shares 62,682 $3.16M 0.6% +40,446 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: 10,523 shares; 2024Q4: 10,140 shares; 2025Q1: 9,312 shares; 2025Q2: 8,977 shares; 2025Q3: 11,733 shares; 2025Q4: 11,872 shares; 2026Q1: 17,781 shares; 2026Q2: 21,587 shares 21,587 $2.95M 0.56% +3,806 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,839 shares; 2024Q4: 298,394 shares; 2025Q1: 309,334 shares; 2025Q2: 183,312 shares; 2025Q3: 184,878 shares; 2025Q4: 174,215 shares; 2026Q1: 133,619 shares; 2026Q2: 84,406 shares 84,406 $2.93M 0.56% -49,213 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,022 shares; 2024Q4: 68,447 shares; 2025Q1: 73,760 shares; 2025Q2: 75,266 shares; 2025Q3: 77,557 shares; 2025Q4: 79,791 shares; 2026Q1: 78,793 shares; 2026Q2: 71,062 shares 71,062 $2.92M 0.56% -7,731 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: 29,881 shares; 2026Q2: 36,814 shares 36,814 $2.8M 0.54% +6,933 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,389 shares; 2024Q4: 14,950 shares; 2025Q1: 14,661 shares; 2025Q2: 10,370 shares; 2025Q3: 9,989 shares; 2025Q4: 8,784 shares; 2026Q1: 6,694 shares; 2026Q2: 3,459 shares 3,459 $2.75M 0.53% -3,235 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: 8,333 shares; 2024Q4: 7,276 shares; 2025Q1: 7,067 shares; 2025Q2: 6,189 shares; 2025Q3: 6,281 shares; 2025Q4: 7,104 shares; 2026Q1: 5,325 shares; 2026Q2: 4,859 shares 4,859 $2.74M 0.52% -466 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: 45,140 shares; 2024Q4: 42,185 shares; 2025Q1: 41,735 shares; 2025Q2: 34,090 shares; 2025Q3: 33,288 shares; 2025Q4: 31,435 shares; 2026Q1: 17,385 shares; 2026Q2: 10,435 shares 10,435 $2.65M 0.51% -6,950 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,903 shares; 2026Q1: 31,746 shares; 2026Q2: 36,917 shares 36,917 $2.63M 0.5% +5,171 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: 68,626 shares; 2026Q2: 68,489 shares 68,489 $2.51M 0.48% -137 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: 15,778 shares; 2024Q4: 15,919 shares; 2025Q1: 16,015 shares; 2025Q2: 16,367 shares; 2025Q3: 15,007 shares; 2025Q4: 15,225 shares; 2026Q1: 15,493 shares; 2026Q2: 15,770 shares 15,770 $2.5M 0.48% +277 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421 shares; 2024Q4: 1,430 shares; 2025Q1: 2,495 shares; 2025Q2: 2,778 shares; 2025Q3: 2,945 shares; 2025Q4: 3,113 shares; 2026Q1: 3,157 shares; 2026Q2: 3,178 shares 3,178 $2.4M 0.46% +21 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: 34,423 shares; 2024Q4: 32,641 shares; 2025Q1: 31,681 shares; 2025Q2: 22,893 shares; 2025Q3: 22,484 shares; 2025Q4: 20,417 shares; 2026Q1: 17,015 shares; 2026Q2: 9,387 shares 9,387 $2.36M 0.45% -7,628 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,562 shares; 2026Q1: 16,280 shares; 2026Q2: 30,032 shares 30,032 $2.34M 0.45% +13,752 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: 94,557 shares; 2024Q4: 94,106 shares; 2025Q1: 92,981 shares; 2025Q2: 70,101 shares; 2025Q3: 69,795 shares; 2025Q4: 65,022 shares; 2026Q1: 40,210 shares; 2026Q2: 20,085 shares 20,085 $2.27M 0.44% -20,125 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: 37,156 shares; 2024Q4: 36,030 shares; 2025Q1: 36,726 shares; 2025Q2: 28,286 shares; 2025Q3: 27,431 shares; 2025Q4: 26,431 shares; 2026Q1: 21,895 shares; 2026Q2: 13,362 shares 13,362 $2.21M 0.42% -8,533 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: 16,793 shares; 2025Q3: 43,603 shares; 2025Q4: 48,383 shares; 2026Q1: 51,024 shares; 2026Q2: 41,910 shares 41,910 $2.21M 0.42% -9,114 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: 34,302 shares; 2024Q4: 35,201 shares; 2025Q1: 41,606 shares; 2025Q2: 41,261 shares; 2025Q3: 41,689 shares; 2025Q4: 42,168 shares; 2026Q1: 40,582 shares; 2026Q2: 40,881 shares 40,881 $2.19M 0.42% +299 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: 169,287 shares; 2024Q4: 163,143 shares; 2025Q1: 164,281 shares; 2025Q2: 43,505 shares; 2025Q3: 44,379 shares; 2025Q4: 42,028 shares; 2026Q1: 32,174 shares; 2026Q2: 20,550 shares 20,550 $2.14M 0.41% -11,624 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: 10,486 shares; 2024Q4: 10,848 shares; 2025Q1: 12,049 shares; 2025Q2: 10,563 shares; 2025Q3: 10,632 shares; 2025Q4: 10,980 shares; 2026Q1: 6,117 shares; 2026Q2: 5,010 shares 5,010 $2.11M 0.4% -1,107 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: 17,857 shares; 2024Q4: 18,793 shares; 2025Q1: 17,036 shares; 2025Q2: 17,129 shares; 2025Q3: 19,572 shares; 2025Q4: 20,104 shares; 2026Q1: 20,820 shares; 2026Q2: 22,262 shares 22,262 $2.1M 0.4% +1,442 Timeline BSEP 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: 129,813 shares; 2024Q4: 40,310 shares; 2025Q1: 38,557 shares; 2025Q2: 37,711 shares; 2025Q3: 38,376 shares; 2025Q4: 38,363 shares; 2026Q1: 38,210 shares; 2026Q2: 38,080 shares 38,080 $2.01M 0.38% -130 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: 1,159 shares; 2024Q4: 1,274 shares; 2025Q1: 1,104 shares; 2025Q2: 1,102 shares; 2025Q3: 1,651 shares; 2025Q4: 1,624 shares; 2026Q1: 1,677 shares; 2026Q2: 1,869 shares 1,869 $1.99M 0.38% +192 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: not reported; 2026Q1: 2,223 shares; 2026Q2: 2,718 shares 2,718 $1.97M 0.38% +495 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,953 shares; 2024Q4: 67,557 shares; 2025Q1: 69,774 shares; 2025Q2: 39,801 shares; 2025Q3: 40,341 shares; 2025Q4: 37,745 shares; 2026Q1: 29,817 shares; 2026Q2: 18,349 shares 18,349 $1.91M 0.36% -11,468 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: 23,678 shares; 2024Q4: 22,311 shares; 2025Q1: 22,221 shares; 2025Q2: 16,147 shares; 2025Q3: 15,190 shares; 2025Q4: 13,962 shares; 2026Q1: 9,963 shares; 2026Q2: 6,729 shares 6,729 $1.89M 0.36% -3,234 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: 78,580 shares; 2026Q2: 81,231 shares 81,231 $1.85M 0.35% +2,651 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,765 shares; 2024Q4: 177,871 shares; 2025Q1: 178,556 shares; 2025Q2: 130,658 shares; 2025Q3: 131,829 shares; 2025Q4: 118,181 shares; 2026Q1: 95,859 shares; 2026Q2: 72,026 shares 72,026 $1.84M 0.35% -23,833 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: 5,022 shares; 2024Q4: 5,671 shares; 2025Q1: 5,803 shares; 2025Q2: 7,329 shares; 2025Q3: 7,892 shares; 2025Q4: 8,416 shares; 2026Q1: 3,910 shares; 2026Q2: 4,679 shares 4,679 $1.77M 0.34% +769 Timeline ICOW 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: 146,695 shares; 2024Q4: 137,655 shares; 2025Q1: 146,530 shares; 2025Q2: 83,522 shares; 2025Q3: 87,127 shares; 2025Q4: 81,899 shares; 2026Q1: 62,488 shares; 2026Q2: 40,784 shares 40,784 $1.7M 0.32% -21,704 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: 7,413 shares; 2025Q1: 7,624 shares; 2025Q2: 7,808 shares; 2025Q3: 7,989 shares; 2025Q4: 13,058 shares; 2026Q1: 13,932 shares; 2026Q2: 10,504 shares 10,504 $1.7M 0.32% -3,428 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: 4,102 shares; 2024Q4: 3,988 shares; 2025Q1: 3,955 shares; 2025Q2: 3,828 shares; 2025Q3: 3,498 shares; 2025Q4: 4,080 shares; 2026Q1: 4,605 shares; 2026Q2: 4,787 shares 4,787 $1.69M 0.32% +182 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: 23,073 shares; 2025Q2: 49,455 shares; 2025Q3: 55,511 shares; 2025Q4: 55,586 shares; 2026Q1: 58,442 shares; 2026Q2: 36,537 shares 36,537 $1.67M 0.32% -21,905 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,695 shares; 2024Q4: 157,671 shares; 2025Q1: 156,700 shares; 2025Q2: 99,602 shares; 2025Q3: 98,903 shares; 2025Q4: 88,205 shares; 2026Q1: 64,426 shares; 2026Q2: 39,682 shares 39,682 $1.61M 0.31% -24,744 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,499 shares; 2024Q4: 226,214 shares; 2025Q1: 230,081 shares; 2025Q2: 150,667 shares; 2025Q3: 152,157 shares; 2025Q4: 132,134 shares; 2026Q1: 103,921 shares; 2026Q2: 65,689 shares 65,689 $1.51M 0.29% -38,232 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.29% 0 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: 28,380 shares; 2026Q2: 29,412 shares 29,412 $1.48M 0.28% +1,032 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: 52,149 shares 52,149 $1.46M 0.28% new 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: 1,808 shares; 2024Q4: 2,904 shares; 2025Q1: 2,955 shares; 2025Q2: 2,558 shares; 2025Q3: 2,650 shares; 2025Q4: 4,020 shares; 2026Q1: 3,694 shares; 2026Q2: 3,920 shares 3,920 $1.44M 0.28% +226 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: 5,774 shares; 2024Q4: 3,926 shares; 2025Q1: 3,611 shares; 2025Q2: 3,171 shares; 2025Q3: 3,198 shares; 2025Q4: 3,761 shares; 2026Q1: 4,189 shares; 2026Q2: 4,206 shares 4,206 $1.44M 0.28% +17 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: 6,656 shares; 2024Q4: 6,892 shares; 2025Q1: 6,078 shares; 2025Q2: 6,558 shares; 2025Q3: 7,116 shares; 2025Q4: 7,351 shares; 2026Q1: 2,091 shares; 2026Q2: 2,395 shares 2,395 $1.39M 0.27% +304 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: 6,306 shares; 2024Q4: 23,230 shares; 2025Q1: 24,654 shares; 2025Q2: 24,437 shares; 2025Q3: 25,787 shares; 2025Q4: 26,908 shares; 2026Q1: 26,639 shares; 2026Q2: 40,871 shares 40,871 $1.38M 0.26% +14,232 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,469 shares; 2024Q4: 166,051 shares; 2025Q1: 170,388 shares; 2025Q2: 122,671 shares; 2025Q3: 124,414 shares; 2025Q4: 109,220 shares; 2026Q1: 85,179 shares; 2026Q2: 53,864 shares 53,864 $1.38M 0.26% -31,315 Timeline AGGY 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: 15,182 shares; 2026Q1: 18,349 shares; 2026Q2: 30,997 shares 30,997 $1.35M 0.26% +12,648 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: 5,828 shares; 2024Q4: 5,121 shares; 2025Q1: 4,079 shares; 2025Q2: 5,006 shares; 2025Q3: 5,816 shares; 2025Q4: 8,649 shares; 2026Q1: 14,190 shares; 2026Q2: 15,784 shares 15,784 $1.28M 0.25% +1,594 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: 25,436 shares 25,436 $1.28M 0.24% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,471 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,027 shares; 2026Q2: 2,015 shares 2,015 $1.28M 0.24% -12 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: 3,433 shares; 2024Q4: 3,127 shares; 2025Q1: 2,681 shares; 2025Q2: 2,975 shares; 2025Q3: 2,955 shares; 2025Q4: 3,409 shares; 2026Q1: 1,472 shares; 2026Q2: 1,101 shares 1,101 $1.27M 0.24% -371 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,816 shares; 2025Q1: 14,664 shares; 2025Q2: 14,664 shares; 2025Q3: 14,664 shares; 2025Q4: 24,541 shares; 2026Q1: 26,493 shares; 2026Q2: 26,516 shares 26,516 $1.23M 0.24% +23 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,231 shares; 2024Q4: 21,327 shares; 2025Q1: 20,983 shares; 2025Q2: 15,485 shares; 2025Q3: 14,855 shares; 2025Q4: 13,272 shares; 2026Q1: 9,980 shares; 2026Q2: 4,600 shares 4,600 $1.22M 0.23% -5,380 Timeline DDFZ 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: 57,412 shares 57,412 $1.11M 0.21% new 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: 39,889 shares; 2025Q1: 39,889 shares; 2025Q2: 39,889 shares; 2025Q3: 39,889 shares; 2025Q4: 39,889 shares; 2026Q1: 39,889 shares; 2026Q2: 39,889 shares 39,889 $1.1M 0.21% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,996 shares; 2025Q3: 35,399 shares; 2025Q4: 38,667 shares; 2026Q1: 40,237 shares; 2026Q2: 25,291 shares 25,291 $1.09M 0.21% -14,946 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: 499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 2,216 shares; 2026Q2: 2,594 shares 2,594 $1.08M 0.21% +378 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: 8,351 shares; 2025Q4: 9,201 shares; 2026Q1: 15,484 shares; 2026Q2: 18,039 shares 18,039 $1.08M 0.21% +2,555 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,518 shares; 2024Q4: 57,745 shares; 2025Q1: 59,883 shares; 2025Q2: 44,213 shares; 2025Q3: 41,905 shares; 2025Q4: 37,088 shares; 2026Q1: 25,771 shares; 2026Q2: 8,923 shares 8,923 $1.06M 0.2% -16,848 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,248 shares; 2024Q4: 22,307 shares; 2025Q1: 21,934 shares; 2025Q2: 22,259 shares; 2025Q3: 22,308 shares; 2025Q4: 23,051 shares; 2026Q1: 22,413 shares; 2026Q2: 20,327 shares 20,327 $1.05M 0.2% -2,086 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,435 shares; 2024Q4: 16,672 shares; 2025Q1: 16,816 shares; 2025Q2: 15,869 shares; 2025Q3: 15,031 shares; 2025Q4: 16,289 shares; 2026Q1: 14,884 shares; 2026Q2: 14,627 shares 14,627 $1.05M 0.2% -257 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,288 shares; 2024Q4: 25,873 shares; 2025Q1: 26,919 shares; 2025Q2: 21,252 shares; 2025Q3: 21,833 shares; 2025Q4: 20,158 shares; 2026Q1: 12,542 shares; 2026Q2: 4,707 shares 4,707 $1.05M 0.2% -7,835 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,213 shares; 2024Q4: 22,885 shares; 2025Q1: 23,212 shares; 2025Q2: 17,014 shares; 2025Q3: 17,157 shares; 2025Q4: 15,415 shares; 2026Q1: 9,907 shares; 2026Q2: 3,487 shares 3,487 $1.04M 0.2% -6,420 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,257 shares; 2024Q4: 82,891 shares; 2025Q1: 88,728 shares; 2025Q2: 60,536 shares; 2025Q3: 60,932 shares; 2025Q4: 54,471 shares; 2026Q1: 39,897 shares; 2026Q2: 16,028 shares 16,028 $993K 0.19% -23,869 Timeline QHY 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: 6,056 shares; 2026Q1: 13,583 shares; 2026Q2: 21,559 shares 21,559 $988K 0.19% +7,976 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 9,779 shares; 2026Q1: 11,789 shares; 2026Q2: 20,115 shares 20,115 $987K 0.19% +8,326 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: 33,092 shares; 2024Q4: 33,916 shares; 2025Q1: 34,212 shares; 2025Q2: 31,219 shares; 2025Q3: 30,164 shares; 2025Q4: 26,287 shares; 2026Q1: 19,007 shares; 2026Q2: 6,816 shares 6,816 $976K 0.19% -12,191 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,046 shares; 2024Q4: 35,977 shares; 2025Q1: 35,657 shares; 2025Q2: 25,853 shares; 2025Q3: 24,394 shares; 2025Q4: 22,227 shares; 2026Q1: 16,342 shares; 2026Q2: 6,243 shares 6,243 $965K 0.18% -10,099 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,291 shares; 2024Q4: 9,131 shares; 2025Q1: 8,838 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 17,768 shares; 2026Q1: 19,499 shares; 2026Q2: 19,474 shares 19,474 $964K 0.18% -25 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: 102,857 shares; 2024Q4: 98,242 shares; 2025Q1: 99,673 shares; 2025Q2: 72,933 shares; 2025Q3: 73,925 shares; 2025Q4: 69,558 shares; 2026Q1: 47,580 shares; 2026Q2: 22,598 shares 22,598 $957K 0.18% -24,982 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: 1,768 shares; 2024Q4: 1,923 shares; 2025Q1: 1,998 shares; 2025Q2: 1,840 shares; 2025Q3: 3,223 shares; 2025Q4: 2,229 shares; 2026Q1: 800 shares; 2026Q2: 785 shares 785 $942K 0.18% -15 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 22,296 shares; 2026Q1: 26,425 shares; 2026Q2: 46,301 shares 46,301 $934K 0.18% +19,876 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,527 shares; 2024Q4: 156,314 shares; 2025Q1: 160,649 shares; 2025Q2: 107,206 shares; 2025Q3: 107,873 shares; 2025Q4: 93,014 shares; 2026Q1: 71,568 shares; 2026Q2: 42,726 shares 42,726 $924K 0.18% -28,842 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: 8,663 shares; 2024Q4: 7,461 shares; 2025Q1: 7,216 shares; 2025Q2: 4,948 shares; 2025Q3: 5,059 shares; 2025Q4: 4,985 shares; 2026Q1: 3,551 shares; 2026Q2: 1,779 shares 1,779 $914K 0.17% -1,772 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares; 2026Q1: 9,469 shares; 2026Q2: 24,407 shares 24,407 $891K 0.17% +14,938 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,525 shares; 2024Q4: 5,845 shares; 2025Q1: 5,622 shares; 2025Q2: 5,586 shares; 2025Q3: 5,525 shares; 2025Q4: 5,439 shares; 2026Q1: 4,588 shares; 2026Q2: 4,035 shares 4,035 $890K 0.17% -553 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,602 shares; 2025Q2: 20,602 shares; 2025Q3: 20,602 shares; 2025Q4: 20,602 shares; 2026Q1: 20,602 shares; 2026Q2: 20,602 shares 20,602 $854K 0.16% 0 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: 37,368 shares; 2024Q4: 35,277 shares; 2025Q1: 35,993 shares; 2025Q2: 26,987 shares; 2025Q3: 27,294 shares; 2025Q4: 25,800 shares; 2026Q1: 17,591 shares; 2026Q2: 6,297 shares 6,297 $853K 0.16% -11,294 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: 13,931 shares; 2024Q4: 13,164 shares; 2025Q1: 13,997 shares; 2025Q2: 10,153 shares; 2025Q3: 11,283 shares; 2025Q4: 9,394 shares; 2026Q1: 6,780 shares; 2026Q2: 2,319 shares 2,319 $840K 0.16% -4,461 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: 2,505 shares; 2024Q4: 2,319 shares; 2025Q1: 2,198 shares; 2025Q2: 1,896 shares; 2025Q3: 1,918 shares; 2025Q4: 2,153 shares; 2026Q1: 2,019 shares; 2026Q2: 2,188 shares 2,188 $818K 0.16% +169 Timeline WTPI 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: 14,078 shares; 2026Q1: 17,866 shares; 2026Q2: 24,544 shares 24,544 $805K 0.15% +6,678 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: 5,905 shares; 2024Q4: 5,567 shares; 2025Q1: 5,322 shares; 2025Q2: 5,323 shares; 2025Q3: 5,125 shares; 2025Q4: 5,127 shares; 2026Q1: 5,097 shares; 2026Q2: 5,098 shares 5,098 $797K 0.15% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,120 shares; 2024Q4: 3,973 shares; 2025Q1: 4,067 shares; 2025Q2: 4,038 shares; 2025Q3: 4,157 shares; 2025Q4: 4,719 shares; 2026Q1: 4,346 shares; 2026Q2: 6,768 shares 6,768 $795K 0.15% +2,422 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,843 shares; 2025Q1: 3,707 shares; 2025Q2: 3,789 shares; 2025Q3: 4,686 shares; 2025Q4: 6,118 shares; 2026Q1: 4,000 shares; 2026Q2: 5,365 shares 5,365 $786K 0.15% +1,365 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,213 shares; 2024Q4: 13,802 shares; 2025Q1: 15,718 shares; 2025Q2: 15,430 shares; 2025Q3: 16,039 shares; 2025Q4: 15,830 shares; 2026Q1: 7,326 shares; 2026Q2: 6,737 shares 6,737 $786K 0.15% -589 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: 8,138 shares; 2024Q4: 6,999 shares; 2025Q1: 6,851 shares; 2025Q2: 5,158 shares; 2025Q3: 5,051 shares; 2025Q4: 4,749 shares; 2026Q1: 3,310 shares; 2026Q2: 1,535 shares 1,535 $782K 0.15% -1,775 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,281 shares; 2024Q4: 9,114 shares; 2025Q1: 9,194 shares; 2025Q2: 9,127 shares; 2025Q3: 9,807 shares; 2025Q4: 10,701 shares; 2026Q1: 5,954 shares; 2026Q2: 6,004 shares 6,004 $772K 0.15% +50 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: 29,753 shares; 2024Q4: 30,111 shares; 2025Q1: 29,474 shares; 2025Q2: 30,440 shares; 2025Q3: 30,334 shares; 2025Q4: 29,605 shares; 2026Q1: 30,141 shares; 2026Q2: 25,483 shares 25,483 $750K 0.14% -4,658 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,893 shares; 2024Q4: 9,187 shares; 2025Q1: 9,411 shares; 2025Q2: 9,202 shares; 2025Q3: 9,058 shares; 2025Q4: 9,050 shares; 2026Q1: 8,861 shares; 2026Q2: 8,498 shares 8,498 $746K 0.14% -363 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,196 shares; 2026Q1: 1,542 shares; 2026Q2: 1,718 shares 1,718 $745K 0.14% +176 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: 8,749 shares; 2024Q4: 9,228 shares; 2025Q1: 9,249 shares; 2025Q2: 9,648 shares; 2025Q3: 8,063 shares; 2025Q4: 9,322 shares; 2026Q1: 11,905 shares; 2026Q2: 12,869 shares 12,869 $733K 0.14% +964 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,014 shares; 2025Q4: 22,533 shares; 2026Q1: 16,021 shares; 2026Q2: 13,477 shares 13,477 $717K 0.14% -2,544 Timeline TRUT 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: 13,817 shares; 2026Q2: 22,733 shares 22,733 $714K 0.14% +8,916 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: 7,358 shares; 2024Q4: 21,348 shares; 2025Q1: 21,240 shares; 2025Q2: 21,788 shares; 2025Q3: 20,917 shares; 2025Q4: 20,531 shares; 2026Q1: 20,429 shares; 2026Q2: 22,899 shares 22,899 $712K 0.14% +2,470 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,351 shares; 2024Q4: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,309 shares; 2025Q3: 6,129 shares; 2025Q4: 5,915 shares; 2026Q1: 5,864 shares; 2026Q2: 5,691 shares 5,691 $697K 0.13% -173 Timeline PAPR 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: 14,341 shares; 2026Q1: 16,141 shares; 2026Q2: 16,054 shares 16,054 $677K 0.13% -87 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 495 shares; 2026Q1: 563 shares; 2026Q2: 575 shares 575 $676K 0.13% +12 Timeline KLAC KLA CORP More: the full row for KLA 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: 212 shares; 2025Q4: 229 shares; 2026Q1: 214 shares; 2026Q2: 2,217 shares 2,217 $669K 0.13% +2,003 Timeline UDEC 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: 129,442 shares; 2025Q2: 81,742 shares; 2025Q3: 82,849 shares; 2025Q4: 29,520 shares; 2026Q1: 21,042 shares; 2026Q2: 16,042 shares 16,042 $669K 0.13% -5,000 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,380 shares; 2025Q1: 2,180 shares; 2025Q2: 1,836 shares; 2025Q3: 3,740 shares; 2025Q4: 1,898 shares; 2026Q1: 887 shares; 2026Q2: 890 shares 890 $665K 0.13% +3 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: 2,713 shares; 2024Q4: 2,355 shares; 2025Q1: 2,147 shares; 2025Q2: 2,372 shares; 2025Q3: 2,094 shares; 2025Q4: 2,378 shares; 2026Q1: 2,289 shares; 2026Q2: 2,391 shares 2,391 $646K 0.12% +102 Timeline GXPC 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: not reported; 2025Q4: not reported; 2026Q1: 12,033 shares; 2026Q2: 21,297 shares 21,297 $634K 0.12% +9,264 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 2,931 shares; 2025Q1: 2,330 shares; 2025Q2: 2,139 shares; 2025Q3: 2,068 shares; 2025Q4: 2,913 shares; 2026Q1: 3,752 shares; 2026Q2: 4,318 shares 4,318 $633K 0.12% +566 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: 31,108 shares; 2024Q4: 21,777 shares; 2025Q1: 22,418 shares; 2025Q2: 20,024 shares; 2025Q3: 19,951 shares; 2025Q4: 19,560 shares; 2026Q1: 19,299 shares; 2026Q2: 22,700 shares 22,700 $629K 0.12% +3,401 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,130 shares; 2024Q4: 4,057 shares; 2025Q1: 4,314 shares; 2025Q2: 4,375 shares; 2025Q3: 4,345 shares; 2025Q4: 5,238 shares; 2026Q1: 6,115 shares; 2026Q2: 6,691 shares 6,691 $617K 0.12% +576 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares; 2026Q1: 1,886 shares; 2026Q2: 1,886 shares 1,886 $600K 0.11% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,198 shares; 2025Q3: 54,323 shares; 2025Q4: 48,933 shares; 2026Q1: 35,844 shares; 2026Q2: 10,306 shares 10,306 $590K 0.11% -25,538 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 12,024 shares; 2026Q2: 12,051 shares 12,051 $588K 0.11% +27 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,619 shares; 2024Q4: 23,017 shares; 2025Q1: 26,047 shares; 2025Q2: 22,108 shares; 2025Q3: 23,054 shares; 2025Q4: 20,110 shares; 2026Q1: 13,757 shares; 2026Q2: 4,336 shares 4,336 $586K 0.11% -9,421 Timeline GAUG 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: 65,480 shares; 2025Q3: 72,083 shares; 2025Q4: 24,550 shares; 2026Q1: 16,307 shares; 2026Q2: 14,134 shares 14,134 $585K 0.11% -2,173 Timeline UMAR 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: 63,970 shares; 2025Q3: 70,569 shares; 2025Q4: 24,023 shares; 2026Q1: 15,901 shares; 2026Q2: 13,746 shares 13,746 $581K 0.11% -2,155 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,691 shares; 2024Q4: 56,600 shares; 2025Q1: 55,333 shares; 2025Q2: 39,141 shares; 2025Q3: 39,685 shares; 2025Q4: 34,801 shares; 2026Q1: 24,784 shares; 2026Q2: 7,613 shares 7,613 $576K 0.11% -17,171 Timeline DECT 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: not reported; 2024Q4: not reported; 2025Q1: 120,162 shares; 2025Q2: 6,510 shares; 2025Q3: 79,765 shares; 2025Q4: 27,367 shares; 2026Q1: 17,907 shares; 2026Q2: 14,301 shares 14,301 $562K 0.11% -3,606 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,276 shares; 2024Q4: 12,290 shares; 2025Q1: 12,517 shares; 2025Q2: 12,522 shares; 2025Q3: 12,776 shares; 2025Q4: 10,463 shares; 2026Q1: 9,382 shares; 2026Q2: 9,221 shares 9,221 $557K 0.11% -161 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,082 shares; 2026Q2: 11,757 shares 11,757 $541K 0.1% +6,675 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,825 shares; 2024Q4: 32,064 shares; 2025Q1: 33,132 shares; 2025Q2: 24,882 shares; 2025Q3: 24,574 shares; 2025Q4: 22,531 shares; 2026Q1: 15,218 shares; 2026Q2: 4,548 shares 4,548 $537K 0.1% -10,670 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,781 shares 1,781 $531K 0.1% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,636 shares; 2024Q4: 39,183 shares; 2025Q1: 39,367 shares; 2025Q2: 25,442 shares; 2025Q3: 25,569 shares; 2025Q4: 23,159 shares; 2026Q1: 16,305 shares; 2026Q2: 4,747 shares 4,747 $528K 0.1% -11,558 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,036 shares; 2024Q4: 16,287 shares; 2025Q1: 16,546 shares; 2025Q2: 11,972 shares; 2025Q3: 12,386 shares; 2025Q4: 10,997 shares; 2026Q1: 7,719 shares; 2026Q2: 2,333 shares 2,333 $523K 0.1% -5,386 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 6,129 shares; 2025Q3: 6,132 shares; 2025Q4: 6,134 shares; 2026Q1: 6,136 shares; 2026Q2: 6,137 shares 6,137 $523K 0.1% +1 Timeline BAPR 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: 9,333 shares; 2024Q4: 9,333 shares; 2025Q1: 9,458 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 9,458 shares; 2026Q1: 9,458 shares; 2026Q2: 9,763 shares 9,763 $520K 0.1% +305 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,930 shares; 2024Q4: 13,045 shares; 2025Q1: 13,167 shares; 2025Q2: 9,324 shares; 2025Q3: 9,438 shares; 2025Q4: 8,601 shares; 2026Q1: 5,853 shares; 2026Q2: 1,749 shares 1,749 $513K 0.1% -4,104 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,403 shares; 2024Q4: 17,654 shares; 2025Q1: 20,011 shares; 2025Q2: 16,451 shares; 2025Q3: 17,135 shares; 2025Q4: 16,070 shares; 2026Q1: 7,883 shares; 2026Q2: 4,355 shares 4,355 $512K 0.1% -3,528 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,276 shares; 2025Q1: 1,248 shares; 2025Q2: 1,308 shares; 2025Q3: 1,271 shares; 2025Q4: 1,165 shares; 2026Q1: 683 shares; 2026Q2: 698 shares 698 $491K 0.09% +15 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: 17,775 shares; 2024Q4: 13,072 shares; 2025Q1: 13,271 shares; 2025Q2: 13,726 shares; 2025Q3: 12,148 shares; 2025Q4: 19,941 shares; 2026Q1: 22,152 shares; 2026Q2: 23,531 shares 23,531 $487K 0.09% +1,379 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,614 shares; 2024Q4: 2,872 shares; 2025Q1: 4,146 shares; 2025Q2: 3,993 shares; 2025Q3: 4,234 shares; 2025Q4: 3,976 shares; 2026Q1: 2,657 shares; 2026Q2: 959 shares 959 $481K 0.09% -1,698 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 2,873 shares; 2025Q1: 2,870 shares; 2025Q2: 2,580 shares; 2025Q3: 2,724 shares; 2025Q4: 2,719 shares; 2026Q1: not reported; 2026Q2: 2,563 shares 2,563 $474K 0.09% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 959 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 953 shares; 2026Q2: 953 shares 953 $472K 0.09% 0 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: 1,258 shares; 2024Q4: 1,378 shares; 2025Q1: 1,438 shares; 2025Q2: 1,485 shares; 2025Q3: 1,864 shares; 2025Q4: 1,963 shares; 2026Q1: 554 shares; 2026Q2: 610 shares 610 $466K 0.09% +56 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,546 shares; 2024Q4: 7,557 shares; 2025Q1: 7,204 shares; 2025Q2: 7,214 shares; 2025Q3: 7,226 shares; 2025Q4: 6,873 shares; 2026Q1: 6,878 shares; 2026Q2: 6,883 shares 6,883 $465K 0.09% +5 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 4,706 shares; 2026Q2: 7,298 shares 7,298 $449K 0.09% +2,592 Timeline HYIN 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: 14,232 shares; 2026Q1: 19,341 shares; 2026Q2: 31,344 shares 31,344 $448K 0.09% +12,003 Timeline EMLC 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: 8,399 shares; 2026Q1: 10,286 shares; 2026Q2: 16,959 shares 16,959 $433K 0.08% +6,673 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: 2,521 shares; 2024Q4: 1,665 shares; 2025Q1: 1,629 shares; 2025Q2: 2,447 shares; 2025Q3: 2,582 shares; 2025Q4: 5,162 shares; 2026Q1: 2,168 shares; 2026Q2: 2,230 shares 2,230 $425K 0.08% +62 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: 6,484 shares; 2025Q1: 12,375 shares; 2025Q2: 8,603 shares; 2025Q3: 14,616 shares; 2025Q4: 15,412 shares; 2026Q1: 4,860 shares; 2026Q2: 5,345 shares 5,345 $424K 0.08% +485 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 1,922 shares; 2026Q2: 2,397 shares 2,397 $402K 0.08% +475 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,654 shares; 2024Q4: 51,337 shares; 2025Q1: 50,775 shares; 2025Q2: 35,691 shares; 2025Q3: 36,570 shares; 2025Q4: 30,491 shares; 2026Q1: 19,992 shares; 2026Q2: 6,035 shares 6,035 $387K 0.07% -13,957 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,771 shares; 2025Q3: 26,420 shares; 2025Q4: 26,420 shares; 2026Q1: 26,420 shares; 2026Q2: 24,590 shares 24,590 $381K 0.07% -1,830 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 11,212 shares 11,212 $381K 0.07% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,587 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,244 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $375K 0.07% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $371K 0.07% new 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: 9,989 shares; 2024Q4: 26,007 shares; 2025Q1: 11,773 shares; 2025Q2: 14,428 shares; 2025Q3: 14,105 shares; 2025Q4: 12,920 shares; 2026Q1: 3,275 shares; 2026Q2: 6,555 shares 6,555 $368K 0.07% +3,280 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: 578 shares; 2024Q4: 552 shares; 2025Q1: 350 shares; 2025Q2: 443 shares; 2025Q3: 513 shares; 2025Q4: 5,642 shares; 2026Q1: 4,810 shares; 2026Q2: 5,136 shares 5,136 $367K 0.07% +326 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: 2,426 shares; 2024Q4: 2,002 shares; 2025Q1: 1,783 shares; 2025Q2: 1,481 shares; 2025Q3: 3,861 shares; 2025Q4: 1,734 shares; 2026Q1: 1,669 shares; 2026Q2: 1,615 shares 1,615 $350K 0.07% -54 Timeline PAUG 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: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 8,149 shares; 2025Q4: 8,149 shares; 2026Q1: 7,517 shares; 2026Q2: 7,517 shares 7,517 $343K 0.07% 0 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: 2,324 shares; 2024Q4: 2,737 shares; 2025Q1: 2,735 shares; 2025Q2: 2,301 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 2,039 shares; 2026Q2: 1,763 shares 1,763 $334K 0.06% -276 Timeline GMUB 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: not reported; 2026Q1: not reported; 2026Q2: 6,288 shares 6,288 $323K 0.06% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,298 shares 6,298 $319K 0.06% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,851 shares; 2026Q2: 2,401 shares 2,401 $303K 0.06% +550 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 1,000 shares 1,000 $303K 0.06% new 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: 1,406 shares; 2024Q4: 1,750 shares; 2025Q1: 2,300 shares; 2025Q2: 1,856 shares; 2025Q3: 1,805 shares; 2025Q4: 902 shares; 2026Q1: 413 shares; 2026Q2: 438 shares 438 $301K 0.06% +25 Timeline PMIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,875 shares 5,875 $300K 0.06% new Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,939 shares 5,939 $299K 0.06% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,508 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,091 shares 8,091 $293K 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,622 shares 1,622 $276K 0.05% 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: 7,168 shares; 2024Q4: 6,776 shares; 2025Q1: 6,962 shares; 2025Q2: 6,599 shares; 2025Q3: 6,692 shares; 2025Q4: 6,503 shares; 2026Q1: 6,279 shares; 2026Q2: 5,140 shares 5,140 $271K 0.05% -1,139 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497 shares; 2024Q4: 3,399 shares; 2025Q1: 3,414 shares; 2025Q2: 3,027 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,527 shares; 2026Q2: 2,527 shares 2,527 $263K 0.05% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: not reported; 2025Q4: 4,885 shares; 2026Q1: 4,029 shares; 2026Q2: 3,550 shares 3,550 $259K 0.05% -479 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: 31,517 shares; 2024Q4: 31,169 shares; 2025Q1: 30,673 shares; 2025Q2: 31,534 shares; 2025Q3: 41,011 shares; 2025Q4: 41,378 shares; 2026Q1: 12,307 shares; 2026Q2: 1,813 shares 1,813 $253K 0.05% -10,494 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,034 shares; 2024Q4: 9,292 shares; 2025Q1: 9,661 shares; 2025Q2: 6,972 shares; 2025Q3: 6,975 shares; 2025Q4: 7,169 shares; 2026Q1: 3,347 shares; 2026Q2: 3,348 shares 3,348 $239K 0.05% +1 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,465 shares; 2024Q4: 156,217 shares; 2025Q1: 157,262 shares; 2025Q2: 10,627 shares; 2025Q3: 10,609 shares; 2025Q4: 10,689 shares; 2026Q1: 9,355 shares; 2026Q2: 9,482 shares 9,482 $235K 0.05% +127 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: 2,902 shares; 2025Q2: 2,883 shares; 2025Q3: 2,955 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,937 shares 2,937 $232K 0.04% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: 3,125 shares 3,125 $229K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $229K 0.04% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,599 shares; 2024Q4: 9,749 shares; 2025Q1: 11,624 shares; 2025Q2: 7,768 shares; 2025Q3: 8,670 shares; 2025Q4: 7,834 shares; 2026Q1: 5,590 shares; 2026Q2: 1,645 shares 1,645 $229K 0.04% -3,945 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 556 shares; 2026Q2: 486 shares 486 $223K 0.04% -70 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,946 shares; 2024Q4: 8,905 shares; 2025Q1: 7,615 shares; 2025Q2: 3,900 shares; 2025Q3: 4,041 shares; 2025Q4: 3,759 shares; 2026Q1: 2,286 shares; 2026Q2: 929 shares 929 $222K 0.04% -1,357 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: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 4,081 shares; 2025Q3: 3,470 shares; 2025Q4: 3,796 shares; 2026Q1: 3,091 shares; 2026Q2: 2,919 shares 2,919 $220K 0.04% -172 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 11,049 shares; 2026Q2: 19,532 shares 19,532 $218K 0.04% +8,483 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 504 shares; 2026Q2: 540 shares 540 $215K 0.04% +36 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: 840 shares 840 $215K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 1,567 shares; 2025Q4: 1,756 shares; 2026Q1: not reported; 2026Q2: 479 shares 479 $207K 0.04% new 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: 16,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,682 shares 5,682 $205K 0.04% new 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: 943 shares; 2026Q1: not reported; 2026Q2: 865 shares 865 $205K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $204K 0.04% new 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: 5,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: not reported; 2026Q2: 1,241 shares 1,241 $204K 0.04% new Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS 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: 178 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $203K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,013 shares; 2024Q4: 37,182 shares; 2025Q1: 40,874 shares; 2025Q2: 30,954 shares; 2025Q3: 31,943 shares; 2025Q4: 28,050 shares; 2026Q1: 18,246 shares; 2026Q2: 4,940 shares 4,940 $203K 0.04% -13,306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares 1,084 $201K 0.04% new 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: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,467 shares; 2026Q2: 327 shares 327 $156K 0.03% -1,140 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,785 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,026 shares; 2026Q1: 12,798 shares; 2026Q2: 12,847 shares 12,847 $140K 0.03% +49 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 16,201 shares; 2026Q1: 13,395 shares; 2026Q2: 12,287 shares 12,287 $137K 0.03% -1,108 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,032 shares; 2024Q4: 36,032 shares; 2025Q1: 36,032 shares; 2025Q2: 36,032 shares; 2025Q3: 36,032 shares; 2025Q4: 36,032 shares; 2026Q1: 36,032 shares; 2026Q2: 15,990 shares 15,990 $79.8K 0.02% -20,042 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS 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: 12,665 shares; 2026Q1: 13,665 shares; 2026Q2: 13,665 shares 13,665 $23.5K <0.01% 0 Timeline