AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 134,222 shares 134,222 $44.7M 8.23% -3,027 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 45,420 shares 45,420 $34.8M 6.4% +4,364 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; 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; 2026Q3: 61,941 shares 61,941 $30.8M 5.68% -1,214 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; 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; 2026Q3: 19,847 shares 19,847 $14.7M 2.7% +207 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 191,864 shares 191,864 $14.5M 2.66% -5,719 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 58,674 shares 58,674 $13.4M 2.47% +5,297 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; 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; 2026Q3: 321,921 shares 321,921 $12.1M 2.22% -26,887 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,277 shares; 2026Q1: 182,749 shares; 2026Q2: 186,413 shares; 2026Q3: 201,583 shares 201,583 $11.2M 2.06% +15,170 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; 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; 2026Q3: 41,065 shares 41,065 $10.2M 1.88% +841 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; 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; 2026Q3: 106,946 shares 106,946 $9.6M 1.77% +444 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 17,821 shares 17,821 $9.14M 1.68% +2,481 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 61,197 shares 61,197 $8.71M 1.6% -430 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,492 shares; 2026Q1: 50,583 shares; 2026Q2: 124,686 shares; 2026Q3: 179,897 shares 179,897 $8.06M 1.48% +55,211 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,171 shares; 2026Q1: 28,250 shares; 2026Q2: 68,139 shares; 2026Q3: 83,073 shares 83,073 $7.85M 1.45% +14,934 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,481 shares; 2026Q1: 41,932 shares; 2026Q2: 75,492 shares; 2026Q3: 96,254 shares 96,254 $7.7M 1.42% +20,762 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; 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; 2026Q3: 47,473 shares 47,473 $7.37M 1.36% +1,164 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; 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; 2026Q3: 19,532 shares 19,532 $7.31M 1.35% -2,877 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; 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; 2026Q3: 128,957 shares 128,957 $6.83M 1.26% -21,471 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; 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; 2026Q3: 198,867 shares 198,867 $6.47M 1.19% +6,350 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 134,855 shares 134,855 $5.95M 1.09% +28,562 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; 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; 2026Q3: 62,324 shares 62,324 $5.86M 1.08% -13,058 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; 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; 2026Q3: 113,985 shares 113,985 $5.85M 1.08% +5,307 Timeline JUSA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 85,180 shares 85,180 $5.83M 1.07% new 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; 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; 2026Q3: 6,360 shares 6,360 $5.79M 1.07% -192 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,881 shares; 2026Q2: 36,814 shares; 2026Q3: 74,775 shares 74,775 $5.65M 1.04% +37,961 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; 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; 2026Q3: 16,903 shares 16,903 $5.59M 1.03% -376 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; 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; 2026Q3: 246,831 shares 246,831 $5.45M 1% +44,207 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares; 2026Q1: 31,260 shares; 2026Q2: 61,862 shares; 2026Q3: 66,102 shares 66,102 $5.43M 1% +4,240 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,757 shares 15,757 $5.42M 1% +2,140 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; 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; 2026Q3: 19,921 shares 19,921 $5.42M 1% +3 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; 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; 2026Q3: 71,813 shares 71,813 $4.97M 0.91% -12,158 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,241 shares; 2026Q1: 22,953 shares; 2026Q2: 43,081 shares; 2026Q3: 49,736 shares 49,736 $4.8M 0.88% +6,655 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,801 shares; 2026Q1: 27,388 shares; 2026Q2: 53,155 shares; 2026Q3: 58,033 shares 58,033 $4.63M 0.85% +4,878 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,797 shares 53,797 $4.37M 0.8% +13,580 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares; 2026Q1: 16,988 shares; 2026Q2: 32,730 shares; 2026Q3: 42,075 shares 42,075 $4.08M 0.75% +9,345 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,792 shares 11,792 $4.02M 0.74% -453 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; 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; 2026Q3: 5,393 shares 5,393 $3.91M 0.72% +534 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,601 shares; 2026Q1: 22,236 shares; 2026Q2: 62,682 shares; 2026Q3: 79,418 shares 79,418 $3.88M 0.71% +16,736 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; 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; 2026Q3: 55,628 shares 55,628 $3.71M 0.68% -12,105 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; 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; 2026Q3: 53,491 shares 53,491 $3.7M 0.68% -2,048 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; 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; 2026Q3: 105,040 shares 105,040 $3.6M 0.66% -45,287 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,769 shares 15,769 $3.6M 0.66% -202 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,683 shares 21,683 $3.53M 0.65% new 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; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 762 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: not reported; 2026Q2: 37,744 shares; 2026Q3: 39,152 shares 39,152 $3.53M 0.65% +1,408 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,648 shares 37,648 $3.34M 0.62% -9,938 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; 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; 2026Q3: 26,123 shares 26,123 $3.22M 0.59% -4,708 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; 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; 2026Q3: 69,895 shares 69,895 $2.95M 0.54% -1,167 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,562 shares; 2026Q1: 16,280 shares; 2026Q2: 30,032 shares; 2026Q3: 38,618 shares 38,618 $2.84M 0.52% +8,586 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,669 shares 10,669 $2.82M 0.52% +234 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,190 shares 3,190 $2.72M 0.5% +12 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,288 shares 12,288 $2.51M 0.46% -1,074 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,626 shares; 2026Q2: 68,489 shares; 2026Q3: 68,939 shares 68,939 $2.51M 0.46% +450 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; 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; 2026Q3: 31,926 shares 31,926 $2.45M 0.45% -14,073 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,193 shares 9,193 $2.4M 0.44% -194 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 20,607 shares 20,607 $2.14M 0.39% +522 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; 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; 2026Q3: 39,785 shares 39,785 $2.12M 0.39% -1,096 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,380 shares; 2026Q2: 29,412 shares; 2026Q3: 43,207 shares 43,207 $2.12M 0.39% +13,795 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; 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; 2026Q3: 38,918 shares 38,918 $2.1M 0.39% +838 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; 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; 2026Q3: 60,900 shares 60,900 $2.03M 0.37% -23,506 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,429 shares 5,429 $1.95M 0.36% +1,223 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,223 shares; 2026Q2: 2,718 shares; 2026Q3: 3,813 shares 3,813 $1.95M 0.36% +1,095 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; 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; 2026Q3: 3,104 shares 3,104 $1.89M 0.35% -355 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,292 shares 5,292 $1.86M 0.34% +613 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,580 shares; 2026Q2: 81,231 shares; 2026Q3: 84,858 shares 84,858 $1.86M 0.34% +3,627 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,252 shares 2,252 $1.83M 0.34% +383 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares; 2026Q1: 9,469 shares; 2026Q2: 24,407 shares; 2026Q3: 50,149 shares 50,149 $1.77M 0.33% +25,742 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,182 shares; 2026Q1: 18,349 shares; 2026Q2: 30,997 shares; 2026Q3: 42,576 shares 42,576 $1.75M 0.32% +11,579 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; 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; 2026Q3: 36,889 shares 36,889 $1.74M 0.32% -5,021 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; 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; 2026Q3: 20,168 shares 20,168 $1.74M 0.32% +4,384 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; 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; 2026Q3: 5,937 shares 5,937 $1.69M 0.31% +1,150 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,651 shares 4,651 $1.65M 0.3% -359 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,436 shares; 2026Q3: 32,870 shares 32,870 $1.65M 0.3% +7,434 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; 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; 2026Q3: 4,212 shares 4,212 $1.6M 0.3% +292 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; 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; 2026Q3: 37,132 shares 37,132 $1.57M 0.29% +595 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,149 shares; 2026Q3: 52,541 shares 52,541 $1.57M 0.29% +392 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; 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; 2026Q3: 14,801 shares 14,801 $1.56M 0.29% -5,749 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; 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; 2026Q3: 42,979 shares 42,979 $1.54M 0.28% +2,108 Timeline BBJP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,459 shares 19,459 $1.53M 0.28% new 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; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.27% 0 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; 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; 2026Q3: 6,258 shares 6,258 $1.38M 0.25% -471 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; 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; 2026Q3: 8,007 shares 8,007 $1.35M 0.25% -7,763 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; 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; 2026Q3: 1,243 shares 1,243 $1.32M 0.24% +142 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; 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; 2026Q3: 2,159 shares 2,159 $1.32M 0.24% -236 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,966 shares 1,966 $1.32M 0.24% -49 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; 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; 2026Q3: 27,416 shares 27,416 $1.31M 0.24% +900 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 2,216 shares; 2026Q2: 2,594 shares; 2026Q3: 3,560 shares 3,560 $1.31M 0.24% +966 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,779 shares; 2026Q1: 11,789 shares; 2026Q2: 20,115 shares; 2026Q3: 27,593 shares 27,593 $1.29M 0.24% +7,478 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; 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; 2026Q3: 6,890 shares 6,890 $1.29M 0.24% +153 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,757 shares 12,757 $1.27M 0.23% -5,592 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,056 shares; 2026Q1: 13,583 shares; 2026Q2: 21,559 shares; 2026Q3: 28,184 shares 28,184 $1.25M 0.23% +6,625 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,296 shares; 2026Q1: 26,425 shares; 2026Q2: 46,301 shares; 2026Q3: 65,306 shares 65,306 $1.24M 0.23% +19,005 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; 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; 2026Q3: 28,960 shares 28,960 $1.22M 0.22% -11,824 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; 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; 2026Q3: 1,030 shares 1,030 $1.19M 0.22% +245 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; 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; 2026Q3: 46,103 shares 46,103 $1.18M 0.22% -25,923 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,412 shares; 2026Q3: 57,412 shares 57,412 $1.13M 0.21% 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; 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; 2026Q3: 39,889 shares 39,889 $1.12M 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; 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; 2026Q3: 25,425 shares 25,425 $1.12M 0.21% +134 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; 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; 2026Q3: 27,170 shares 27,170 $1.09M 0.2% -12,512 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; 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; 2026Q3: 19,690 shares 19,690 $1.08M 0.2% -637 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; 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; 2026Q3: 7,267 shares 7,267 $1.06M 0.19% +1,263 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; 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; 2026Q3: 20,569 shares 20,569 $1.04M 0.19% +1,095 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; 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; 2026Q3: 14,962 shares 14,962 $1.01M 0.19% +335 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; 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; 2026Q3: 3,782 shares 3,782 $1M 0.18% -818 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; 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; 2026Q3: 21,491 shares 21,491 $986K 0.18% -1,107 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,078 shares; 2026Q1: 17,866 shares; 2026Q2: 24,544 shares; 2026Q3: 29,811 shares 29,811 $978K 0.18% +5,267 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,773 shares 1,773 $978K 0.18% -6 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; 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; 2026Q3: 6,630 shares 6,630 $963K 0.18% +2,312 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,817 shares; 2026Q2: 22,733 shares; 2026Q3: 28,672 shares 28,672 $961K 0.18% +5,939 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; 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; 2026Q3: 15,849 shares 15,849 $952K 0.18% -2,190 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,022 shares 4,022 $940K 0.17% -685 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,033 shares; 2026Q2: 21,297 shares; 2026Q3: 30,045 shares 30,045 $925K 0.17% +8,748 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,100 shares 6,100 $920K 0.17% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,502 shares 6,502 $893K 0.16% +1,137 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; 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; 2026Q3: 6,888 shares 6,888 $852K 0.16% -2,035 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; 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; 2026Q3: 7,870 shares 7,870 $847K 0.16% +1,102 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; 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; 2026Q3: 20,602 shares 20,602 $813K 0.15% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,884 shares 2,884 $808K 0.15% -603 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; 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; 2026Q3: 14,663 shares 14,663 $798K 0.15% +1,794 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; 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; 2026Q3: 7,970 shares 7,970 $779K 0.14% +1,279 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; 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; 2026Q3: 4,945 shares 4,945 $767K 0.14% -1,871 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,449 shares 2,449 $765K 0.14% +261 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; 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; 2026Q3: 25,381 shares 25,381 $761K 0.14% -102 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,341 shares; 2026Q1: 16,141 shares; 2026Q2: 16,054 shares; 2026Q3: 17,341 shares 17,341 $749K 0.14% +1,287 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,912 shares 4,912 $747K 0.14% -186 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; 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; 2026Q3: 5,691 shares 5,691 $744K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,082 shares; 2026Q2: 11,757 shares; 2026Q3: 16,458 shares 16,458 $739K 0.14% +4,701 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; 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; 2026Q3: 952 shares 952 $726K 0.13% +62 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; 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; 2026Q3: 4,753 shares 4,753 $726K 0.13% -1,490 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; 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; 2026Q3: 2,736 shares 2,736 $724K 0.13% +2,126 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; 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; 2026Q3: 22,804 shares 22,804 $718K 0.13% -95 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; 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; 2026Q3: 13,052 shares 13,052 $713K 0.13% -425 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; 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; 2026Q3: 1,400 shares 1,400 $713K 0.13% -135 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,078 shares 3,078 $711K 0.13% +687 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,680 shares 1,680 $708K 0.13% -639 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; 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; 2026Q3: 3,843 shares 3,843 $708K 0.13% -192 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; 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; 2026Q3: 15,436 shares 15,436 $661K 0.12% -606 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,450 shares; 2026Q1: 12,024 shares; 2026Q2: 12,051 shares; 2026Q3: 13,181 shares 13,181 $655K 0.12% +1,130 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; 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; 2026Q3: 26,130 shares 26,130 $638K 0.12% +2,599 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; 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; 2026Q3: 23,070 shares 23,070 $634K 0.12% +370 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; 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; 2026Q3: 8,226 shares 8,226 $623K 0.11% -272 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 495 shares; 2026Q1: 563 shares; 2026Q2: 575 shares; 2026Q3: 637 shares 637 $606K 0.11% +62 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; 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; 2026Q3: 10,988 shares 10,988 $597K 0.11% -5,040 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; 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; 2026Q3: 14,133 shares 14,133 $595K 0.11% -1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,659 shares 4,659 $590K 0.11% -1,638 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; 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; 2026Q3: 13,485 shares 13,485 $582K 0.11% -261 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 4,706 shares; 2026Q2: 7,298 shares; 2026Q3: 9,360 shares 9,360 $573K 0.11% +2,062 Timeline HYIN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,232 shares; 2026Q1: 19,341 shares; 2026Q2: 31,344 shares; 2026Q3: 44,441 shares 44,441 $567K 0.1% +13,097 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; 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; 2026Q3: 22,254 shares 22,254 $565K 0.1% -31,610 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; 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; 2026Q3: 13,842 shares 13,842 $558K 0.1% -459 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,399 shares; 2026Q1: 10,286 shares; 2026Q2: 16,959 shares; 2026Q3: 22,431 shares 22,431 $557K 0.1% +5,472 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; 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; 2026Q3: 820 shares 820 $554K 0.1% -139 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,196 shares; 2026Q1: 1,542 shares; 2026Q2: 1,718 shares; 2026Q3: 1,664 shares 1,664 $547K 0.1% -54 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,910 shares 1,910 $540K 0.1% +24 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,139 shares 6,139 $533K 0.1% +2 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; 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; 2026Q3: 9,740 shares 9,740 $532K 0.1% -23 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 9,110 shares 9,110 $526K 0.1% -111 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; 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; 2026Q3: 22,207 shares 22,207 $511K 0.09% -43,482 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,922 shares; 2026Q2: 2,397 shares; 2026Q3: 3,117 shares 3,117 $508K 0.09% +720 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares; 2026Q3: 1,269 shares 1,269 $504K 0.09% +182 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212 shares; 2025Q4: 229 shares; 2026Q1: 214 shares; 2026Q2: 2,217 shares; 2026Q3: 2,578 shares 2,578 $503K 0.09% +361 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,851 shares; 2026Q2: 2,401 shares; 2026Q3: 3,343 shares 3,343 $498K 0.09% +942 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,212 shares; 2026Q3: 15,374 shares 15,374 $489K 0.09% +4,162 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; 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; 2026Q3: 5,936 shares 5,936 $488K 0.09% +591 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,781 shares; 2026Q3: 1,833 shares 1,833 $484K 0.09% +52 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; 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; 2026Q3: 698 shares 698 $458K 0.08% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,025 shares 4,025 $451K 0.08% -330 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,379 shares 2,379 $438K 0.08% -184 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; 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; 2026Q3: 5,850 shares 5,850 $426K 0.08% -1,033 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; 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; 2026Q3: 3,342 shares 3,342 $420K 0.08% -1,206 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; 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; 2026Q3: 597 shares 597 $419K 0.08% +159 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; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 959 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 953 shares; 2026Q2: 953 shares; 2026Q3: 953 shares 953 $415K 0.08% 0 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; 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; 2026Q3: 1,960 shares 1,960 $384K 0.07% -270 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; 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; 2026Q3: 1,240 shares 1,240 $383K 0.07% +47 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,622 shares; 2026Q3: 1,820 shares 1,820 $371K 0.07% +198 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; 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; 2026Q3: 7,773 shares 7,773 $363K 0.07% +256 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,569 shares 6,569 $355K 0.07% +14 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,453 shares 4,453 $342K 0.06% -3,160 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,049 shares; 2026Q2: 19,532 shares; 2026Q3: 27,812 shares 27,812 $334K 0.06% +8,280 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,787 shares 1,787 $332K 0.06% +24 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; 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; 2026Q3: 24,290 shares 24,290 $331K 0.06% -300 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; 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; 2026Q3: 1,185 shares 1,185 $330K 0.06% -564 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,535 shares 2,535 $317K 0.06% +8 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 552 shares; 2025Q1: 350 shares; 2025Q2: 443 shares; 2025Q3: 513 shares; 2025Q4: 5,642 shares; 2026Q1: 4,810 shares; 2026Q2: 5,136 shares; 2026Q3: 4,314 shares 4,314 $300K 0.06% -822 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,091 shares; 2026Q3: 8,181 shares 8,181 $298K 0.05% +90 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,939 shares; 2026Q3: 5,939 shares 5,939 $295K 0.05% 0 Timeline BBAG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,632 shares 6,632 $291K 0.05% new 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; 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; 2026Q3: 13,630 shares 13,630 $288K 0.05% -29,096 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,298 shares; 2026Q3: 6,003 shares 6,003 $286K 0.05% -295 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,875 shares; 2026Q3: 5,875 shares 5,875 $285K 0.05% 0 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; 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; 2026Q3: 2,876 shares 2,876 $284K 0.05% -1,871 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,507 shares 1,507 $282K 0.05% -826 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; 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; 2026Q3: 5,172 shares 5,172 $278K 0.05% +32 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $277K 0.05% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,618 shares 2,618 $277K 0.05% -1,718 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,439 shares 1,439 $268K 0.05% -176 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,048 shares 1,048 $268K 0.05% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,125 shares; 2026Q3: 3,777 shares 3,777 $265K 0.05% +652 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; 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; 2026Q3: 5,211 shares 5,211 $263K 0.05% -5,095 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 504 shares; 2026Q2: 540 shares; 2026Q3: 640 shares 640 $260K 0.05% +100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $234K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,903 shares; 2026Q1: 31,746 shares; 2026Q2: 36,917 shares; 2026Q3: 3,129 shares 3,129 $227K 0.04% -33,788 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; 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; 2026Q3: 3,442 shares 3,442 $222K 0.04% +94 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,881 shares 5,881 $222K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,885 shares; 2026Q1: 4,029 shares; 2026Q2: 3,550 shares; 2026Q3: 3,010 shares 3,010 $222K 0.04% -540 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,110 shares 6,110 $221K 0.04% new Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,584 shares 6,584 $221K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,713 shares 5,713 $219K 0.04% new 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; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 556 shares; 2026Q2: 486 shares; 2026Q3: 441 shares 441 $215K 0.04% -45 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,288 shares; 2026Q3: 4,268 shares 4,268 $208K 0.04% -2,020 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: not reported; 2026Q2: 1,241 shares; 2026Q3: 1,241 shares 1,241 $206K 0.04% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,721 shares; 2025Q3: 6,624 shares; 2025Q4: 7,546 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,981 shares 2,981 $204K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 943 shares; 2026Q1: not reported; 2026Q2: 865 shares; 2026Q3: 874 shares 874 $204K 0.04% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares; 2026Q3: 178 shares 178 $202K 0.04% 0 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; 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; 2026Q3: 3,312 shares 3,312 $202K 0.04% -2,723 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 1,740 shares; 2025Q3: 2,996 shares; 2025Q4: 1,746 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,356 shares 1,356 $201K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,670 shares 1,670 $201K 0.04% -143 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,467 shares; 2026Q2: 327 shares; 2026Q3: 327 shares 327 $149K 0.03% 0 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; 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; 2026Q3: 11,427 shares 11,427 $104K 0.02% -1,420 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; 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; 2026Q3: 15,990 shares 15,990 $82.5K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,184 shares 16,184 $70.6K 0.01% new Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,665 shares; 2026Q1: 13,665 shares; 2026Q2: 13,665 shares; 2026Q3: 13,665 shares 13,665 $16.8K <0.01% 0 Timeline