IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,048 shares; 2024Q4: 59,289 shares; 2025Q1: 64,657 shares; 2025Q2: 46,361 shares; 2025Q3: 45,151 shares; 2025Q4: 46,518 shares; 2026Q1: 53,959 shares; 2026Q2: 71,406 shares 71,406 $53.5M 8.18% +17,447 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: 155,553 shares; 2024Q4: 154,144 shares; 2025Q1: 160,209 shares; 2025Q2: 146,208 shares; 2025Q3: 144,290 shares; 2025Q4: 147,211 shares; 2026Q1: 154,912 shares; 2026Q2: 128,972 shares 128,972 $17.7M 2.71% -25,940 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,539 shares; 2024Q4: 39,400 shares; 2025Q1: 45,106 shares; 2025Q2: 45,473 shares; 2025Q3: 45,601 shares; 2025Q4: 44,646 shares; 2026Q1: 43,954 shares; 2026Q2: 189,435 shares 189,435 $16.7M 2.55% +145,481 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: 212,304 shares; 2024Q4: 167,884 shares; 2025Q1: 190,676 shares; 2025Q2: 186,622 shares; 2025Q3: 186,594 shares; 2025Q4: 186,447 shares; 2026Q1: 185,587 shares; 2026Q2: 198,534 shares 198,534 $15M 2.3% +12,947 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: 226,107 shares; 2024Q4: 223,428 shares; 2025Q1: 223,822 shares; 2025Q2: 229,496 shares; 2025Q3: 264,261 shares; 2025Q4: 270,918 shares; 2026Q1: 229,364 shares; 2026Q2: 203,122 shares 203,122 $13.8M 2.11% -26,242 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: 327,554 shares; 2024Q4: 311,579 shares; 2025Q1: 313,938 shares; 2025Q2: 293,148 shares; 2025Q3: 276,321 shares; 2025Q4: 277,066 shares; 2026Q1: 286,289 shares; 2026Q2: 279,846 shares 279,846 $12.9M 1.98% -6,443 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: 54,291 shares; 2024Q4: 49,592 shares; 2025Q1: 55,141 shares; 2025Q2: 55,764 shares; 2025Q3: 54,603 shares; 2025Q4: 54,835 shares; 2026Q1: 55,047 shares; 2026Q2: 53,156 shares 53,156 $12.6M 1.92% -1,891 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: 38,797 shares; 2024Q4: 37,789 shares; 2025Q1: 55,153 shares; 2025Q2: 63,358 shares; 2025Q3: 65,196 shares; 2025Q4: 85,492 shares; 2026Q1: 80,286 shares; 2026Q2: 54,577 shares 54,577 $12.4M 1.9% -25,709 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,349 shares; 2024Q4: 59,115 shares; 2025Q1: 70,833 shares; 2025Q2: 74,221 shares; 2025Q3: 75,022 shares; 2025Q4: 75,702 shares; 2026Q1: 75,292 shares; 2026Q2: 42,498 shares 42,498 $12.3M 1.88% -32,794 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: 81,501 shares; 2024Q4: 74,008 shares; 2025Q1: 128,543 shares; 2025Q2: 91,442 shares; 2025Q3: 90,677 shares; 2025Q4: 81,926 shares; 2026Q1: 81,820 shares; 2026Q2: 59,194 shares 59,194 $11.8M 1.81% -22,626 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: 25,701 shares; 2024Q4: 23,953 shares; 2025Q1: 31,200 shares; 2025Q2: 31,161 shares; 2025Q3: 31,248 shares; 2025Q4: 31,899 shares; 2026Q1: 34,440 shares; 2026Q2: 29,078 shares 29,078 $10.8M 1.66% -5,362 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,111 shares; 2024Q4: 64,143 shares; 2025Q1: 68,845 shares; 2025Q2: 69,930 shares; 2025Q3: 71,286 shares; 2025Q4: 71,184 shares; 2026Q1: 70,828 shares; 2026Q2: 65,255 shares 65,255 $10.7M 1.63% -5,573 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: 41,339 shares; 2024Q4: 39,034 shares; 2025Q1: 45,795 shares; 2025Q2: 46,419 shares; 2025Q3: 45,876 shares; 2025Q4: 48,013 shares; 2026Q1: 50,408 shares; 2026Q2: 40,692 shares 40,692 $9.7M 1.48% -9,716 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: 228,943 shares; 2024Q4: 165,082 shares; 2025Q1: 193,779 shares; 2025Q2: 267,453 shares; 2025Q3: 281,619 shares; 2025Q4: 306,816 shares; 2026Q1: 288,440 shares; 2026Q2: 112,264 shares 112,264 $9.3M 1.42% -176,176 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: 41,858 shares; 2024Q4: 41,457 shares; 2025Q1: 47,443 shares; 2025Q2: 36,885 shares; 2025Q3: 36,781 shares; 2025Q4: 36,035 shares; 2026Q1: 29,594 shares; 2026Q2: 25,258 shares 25,258 $9.03M 1.38% -4,336 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,476 shares; 2024Q4: 68,047 shares; 2025Q1: 70,611 shares; 2025Q2: 69,603 shares; 2025Q3: 69,395 shares; 2025Q4: 59,076 shares; 2026Q1: 75,807 shares; 2026Q2: 82,097 shares 82,097 $8.84M 1.35% +6,290 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: 32,124 shares; 2024Q4: 29,257 shares; 2025Q1: 32,022 shares; 2025Q2: 31,485 shares; 2025Q3: 31,406 shares; 2025Q4: 31,164 shares; 2026Q1: 31,378 shares; 2026Q2: 26,655 shares 26,655 $8.72M 1.33% -4,723 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: 16,198 shares; 2024Q4: 15,943 shares; 2025Q1: 17,093 shares; 2025Q2: 17,880 shares; 2025Q3: 18,046 shares; 2025Q4: 17,728 shares; 2026Q1: 18,037 shares; 2026Q2: 100,729 shares 100,729 $8.68M 1.33% +82,692 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: 38,802 shares; 2024Q4: 28,877 shares; 2025Q1: 22,144 shares; 2025Q2: 21,888 shares; 2025Q3: 21,956 shares; 2025Q4: 45,427 shares; 2026Q1: 44,849 shares; 2026Q2: 42,431 shares 42,431 $8.08M 1.24% -2,418 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: 1,599 shares; 2025Q3: 1,384 shares; 2025Q4: 1,372 shares; 2026Q1: 8,124 shares; 2026Q2: 11,119 shares 11,119 $8.04M 1.23% +2,995 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: 27,458 shares; 2025Q3: 27,981 shares; 2025Q4: 27,214 shares; 2026Q1: 22,789 shares; 2026Q2: 17,906 shares 17,906 $7.76M 1.19% -4,883 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,937 shares; 2024Q4: 94,540 shares; 2025Q1: 59,011 shares; 2025Q2: 55,512 shares; 2025Q3: 22,047 shares; 2025Q4: 10,547 shares; 2026Q1: 61,335 shares; 2026Q2: 61,094 shares 61,094 $7.6M 1.16% -241 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: 66,507 shares; 2025Q3: 155,876 shares; 2025Q4: 173,302 shares; 2026Q1: 183,998 shares; 2026Q2: 139,150 shares 139,150 $7.34M 1.12% -44,848 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: 17,043 shares; 2024Q4: 16,423 shares; 2025Q1: 16,870 shares; 2025Q2: 15,154 shares; 2025Q3: 15,310 shares; 2025Q4: 15,458 shares; 2026Q1: 10,620 shares; 2026Q2: 9,250 shares 9,250 $7.06M 1.08% -1,370 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,919 shares; 2024Q4: 41,281 shares; 2025Q1: 47,100 shares; 2025Q2: 51,488 shares; 2025Q3: 51,036 shares; 2025Q4: 51,162 shares; 2026Q1: 51,973 shares; 2026Q2: 49,078 shares 49,078 $6.87M 1.05% -2,895 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: 17,718 shares; 2024Q4: 16,416 shares; 2025Q1: 18,720 shares; 2025Q2: 19,481 shares; 2025Q3: 18,511 shares; 2025Q4: 18,795 shares; 2026Q1: 21,627 shares; 2026Q2: 16,857 shares 16,857 $6.37M 0.97% -4,770 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 14,709 shares; 2025Q1: 16,404 shares; 2025Q2: 16,572 shares; 2025Q3: 16,804 shares; 2025Q4: 25,884 shares; 2026Q1: 26,550 shares; 2026Q2: 17,824 shares 17,824 $6.11M 0.93% -8,726 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: 519 shares; 2025Q3: 598 shares; 2025Q4: 603 shares; 2026Q1: 4,782 shares; 2026Q2: 5,194 shares 5,194 $6.1M 0.93% +412 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: 9,416 shares; 2024Q4: 9,314 shares; 2025Q1: 10,367 shares; 2025Q2: 10,719 shares; 2025Q3: 10,655 shares; 2025Q4: 11,769 shares; 2026Q1: 11,309 shares; 2026Q2: 10,631 shares 10,631 $5.99M 0.92% -678 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: 58,364 shares; 2024Q4: 52,830 shares; 2025Q1: 98,960 shares; 2025Q2: 54,642 shares; 2025Q3: 54,502 shares; 2025Q4: 54,559 shares; 2026Q1: 53,249 shares; 2026Q2: 49,559 shares 49,559 $5.61M 0.86% -3,690 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,993 shares; 2024Q4: 36,673 shares; 2025Q1: 35,288 shares; 2025Q2: 34,220 shares; 2025Q3: 33,373 shares; 2025Q4: 32,677 shares; 2026Q1: 30,150 shares; 2026Q2: 26,154 shares 26,154 $5.56M 0.85% -3,996 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,030 shares; 2024Q4: 22,611 shares; 2025Q1: 29,332 shares; 2025Q2: 29,392 shares; 2025Q3: 29,324 shares; 2025Q4: 29,108 shares; 2026Q1: 28,251 shares; 2026Q2: 28,938 shares 28,938 $5.44M 0.83% +687 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,314 shares; 2024Q4: 9,865 shares; 2025Q1: 19,144 shares; 2025Q2: 10,235 shares; 2025Q3: 10,506 shares; 2025Q4: 11,062 shares; 2026Q1: 11,248 shares; 2026Q2: 10,983 shares 10,983 $5.39M 0.83% -265 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: 11,689 shares; 2024Q4: 22,761 shares; 2025Q1: 25,326 shares; 2025Q2: 14,092 shares; 2025Q3: 14,720 shares; 2025Q4: 16,628 shares; 2026Q1: 18,187 shares; 2026Q2: 15,673 shares 15,673 $5.34M 0.82% -2,514 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: 4,956 shares; 2024Q4: 4,523 shares; 2025Q1: 9,808 shares; 2025Q2: 10,767 shares; 2025Q3: 12,803 shares; 2025Q4: 12,975 shares; 2026Q1: 13,513 shares; 2026Q2: 10,663 shares 10,663 $5.34M 0.82% -2,850 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: 96,347 shares; 2026Q2: 102,111 shares 102,111 $5.14M 0.79% +5,764 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,187 shares; 2024Q4: 154,725 shares; 2025Q1: 144,043 shares; 2025Q2: 213,301 shares; 2025Q3: 184,753 shares; 2025Q4: 165,107 shares; 2026Q1: 143,410 shares; 2026Q2: 66,966 shares 66,966 $5.13M 0.78% -76,444 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: 42,370 shares; 2024Q4: 30,030 shares; 2025Q1: 55,604 shares; 2025Q2: 37,497 shares; 2025Q3: 36,233 shares; 2025Q4: 44,602 shares; 2026Q1: 45,509 shares; 2026Q2: 90,749 shares 90,749 $5.1M 0.78% +45,240 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,636 shares; 2025Q2: 57,244 shares; 2025Q3: 57,987 shares; 2025Q4: 64,533 shares; 2026Q1: 63,798 shares; 2026Q2: 67,493 shares 67,493 $4.87M 0.74% +3,695 Timeline IDEF 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: 134,611 shares; 2026Q2: 149,677 shares 149,677 $4.76M 0.73% +15,066 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: 35,690 shares; 2024Q4: 36,952 shares; 2025Q1: 55,896 shares; 2025Q2: 41,366 shares; 2025Q3: 43,361 shares; 2025Q4: 44,255 shares; 2026Q1: 199,493 shares; 2026Q2: 205,853 shares 205,853 $4.69M 0.72% +6,360 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: not reported; 2026Q2: 124,810 shares 124,810 $4.57M 0.7% new 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: 5,093 shares; 2024Q4: 4,892 shares; 2025Q1: 5,648 shares; 2025Q2: 5,274 shares; 2025Q3: 5,386 shares; 2025Q4: 60,108 shares; 2026Q1: 59,212 shares; 2026Q2: 63,749 shares 63,749 $4.55M 0.7% +4,537 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,701 shares; 2024Q4: 27,879 shares; 2025Q1: 53,642 shares; 2025Q2: 28,080 shares; 2025Q3: 27,954 shares; 2025Q4: 31,515 shares; 2026Q1: 31,214 shares; 2026Q2: 31,036 shares 31,036 $4.55M 0.7% -178 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: 3,658 shares; 2024Q4: 2,981 shares; 2025Q1: 3,287 shares; 2025Q2: 3,235 shares; 2025Q3: 3,165 shares; 2025Q4: 3,122 shares; 2026Q1: 3,032 shares; 2026Q2: 3,510 shares 3,510 $4.21M 0.64% +478 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: 13,408 shares; 2025Q2: 150,259 shares; 2025Q3: 153,970 shares; 2025Q4: 157,934 shares; 2026Q1: 164,317 shares; 2026Q2: 96,890 shares 96,890 $4.18M 0.64% -67,427 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: 6,016 shares; 2024Q4: 5,078 shares; 2025Q1: 11,197 shares; 2025Q2: 9,342 shares; 2025Q3: 9,366 shares; 2025Q4: 9,211 shares; 2026Q1: 9,132 shares; 2026Q2: 5,535 shares 5,535 $4.14M 0.63% -3,597 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,217 shares; 2025Q1: 116,969 shares; 2025Q2: 84,206 shares; 2025Q3: 85,359 shares; 2025Q4: 94,508 shares; 2026Q1: 97,547 shares; 2026Q2: 89,267 shares 89,267 $4.04M 0.62% -8,280 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,190 shares; 2024Q4: 26,870 shares; 2025Q1: 30,688 shares; 2025Q2: 32,764 shares; 2025Q3: 33,599 shares; 2025Q4: 33,888 shares; 2026Q1: 25,254 shares; 2026Q2: 26,566 shares 26,566 $4.02M 0.62% +1,312 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: 4,041 shares; 2025Q2: 4,534 shares; 2025Q3: 5,468 shares; 2025Q4: 5,703 shares; 2026Q1: 5,650 shares; 2026Q2: 5,433 shares 5,433 $3.88M 0.59% -217 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: 39,497 shares; 2024Q4: 42,393 shares; 2025Q1: 39,569 shares; 2025Q2: 40,420 shares; 2025Q3: 41,501 shares; 2025Q4: 42,851 shares; 2026Q1: 44,766 shares; 2026Q2: 40,370 shares 40,370 $3.82M 0.58% -4,396 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,759 shares; 2024Q4: 9,016 shares; 2025Q1: 9,011 shares; 2025Q2: 9,170 shares; 2025Q3: 9,242 shares; 2025Q4: 9,300 shares; 2026Q1: 9,320 shares; 2026Q2: 8,861 shares 8,861 $3.78M 0.58% -459 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,577 shares; 2024Q4: 69,415 shares; 2025Q1: 71,420 shares; 2025Q2: 66,900 shares; 2025Q3: 63,458 shares; 2025Q4: 61,162 shares; 2026Q1: 63,913 shares; 2026Q2: 17,303 shares 17,303 $3.77M 0.58% -46,610 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,523 shares; 2026Q2: 20,688 shares 20,688 $3.65M 0.56% +165 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,620 shares; 2024Q4: 10,129 shares; 2025Q1: 20,037 shares; 2025Q2: 13,094 shares; 2025Q3: 16,210 shares; 2025Q4: 16,401 shares; 2026Q1: 13,548 shares; 2026Q2: 12,528 shares 12,528 $3.53M 0.54% -1,020 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: 13,190 shares; 2024Q4: 12,983 shares; 2025Q1: 13,891 shares; 2025Q2: 14,481 shares; 2025Q3: 14,674 shares; 2025Q4: 14,854 shares; 2026Q1: 16,115 shares; 2026Q2: 9,843 shares 9,843 $3.47M 0.53% -6,272 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: 5,326 shares; 2024Q4: 4,541 shares; 2025Q1: 6,002 shares; 2025Q2: 9,616 shares; 2025Q3: 16,029 shares; 2025Q4: 15,563 shares; 2026Q1: 16,811 shares; 2026Q2: 12,131 shares 12,131 $3.28M 0.5% -4,680 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: 6,414 shares; 2024Q4: 5,475 shares; 2025Q1: 5,980 shares; 2025Q2: 6,346 shares; 2025Q3: 6,434 shares; 2025Q4: 7,055 shares; 2026Q1: 13,121 shares; 2026Q2: 12,753 shares 12,753 $3.24M 0.5% -368 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,052 shares; 2024Q4: 9,527 shares; 2025Q1: 9,827 shares; 2025Q2: 9,977 shares; 2025Q3: 9,910 shares; 2025Q4: 9,969 shares; 2026Q1: 9,463 shares; 2026Q2: 25,503 shares 25,503 $3.17M 0.48% +16,040 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: 13,570 shares; 2024Q4: 13,228 shares; 2025Q1: 14,423 shares; 2025Q2: 14,236 shares; 2025Q3: 14,817 shares; 2025Q4: 15,402 shares; 2026Q1: 9,146 shares; 2026Q2: 9,192 shares 9,192 $3.15M 0.48% +46 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,802 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,768 shares; 2026Q2: 17,637 shares 17,637 $3.1M 0.47% +869 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 3,048 shares; 2026Q2: 3,166 shares 3,166 $3.1M 0.47% +118 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,000 shares; 2025Q1: 19,485 shares; 2025Q2: 32,240 shares; 2025Q3: 31,584 shares; 2025Q4: 38,229 shares; 2026Q1: 36,795 shares; 2026Q2: 34,076 shares 34,076 $3.02M 0.46% -2,719 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 7,645 shares; 2025Q3: 7,788 shares; 2025Q4: 8,142 shares; 2026Q1: 8,542 shares; 2026Q2: 8,730 shares 8,730 $2.98M 0.46% +188 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,877 shares; 2024Q4: 24,210 shares; 2025Q1: 25,739 shares; 2025Q2: 17,652 shares; 2025Q3: 18,287 shares; 2025Q4: 19,102 shares; 2026Q1: 20,389 shares; 2026Q2: 24,048 shares 24,048 $2.96M 0.45% +3,659 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,337 shares; 2026Q2: 57,176 shares 57,176 $2.93M 0.45% +5,839 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: 32,337 shares; 2024Q4: 34,177 shares; 2025Q1: 34,692 shares; 2025Q2: 33,042 shares; 2025Q3: 40,357 shares; 2025Q4: 37,957 shares; 2026Q1: 37,541 shares; 2026Q2: 23,606 shares 23,606 $2.81M 0.43% -13,935 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: 4,161 shares; 2025Q3: 4,401 shares; 2025Q4: 7,804 shares; 2026Q1: 8,055 shares; 2026Q2: 6,955 shares 6,955 $2.77M 0.42% -1,100 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,664 shares; 2024Q4: 14,395 shares; 2025Q1: 32,563 shares; 2025Q2: 42,558 shares; 2025Q3: 52,887 shares; 2025Q4: 50,700 shares; 2026Q1: 35,303 shares; 2026Q2: 27,416 shares 27,416 $2.75M 0.42% -7,887 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,106 shares; 2024Q4: 15,298 shares; 2025Q1: 16,009 shares; 2025Q2: 10,964 shares; 2025Q3: 11,322 shares; 2025Q4: 11,761 shares; 2026Q1: 11,832 shares; 2026Q2: 12,318 shares 12,318 $2.72M 0.42% +486 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,349 shares; 2025Q1: 6,585 shares; 2025Q2: 7,320 shares; 2025Q3: 7,359 shares; 2025Q4: 7,323 shares; 2026Q1: 7,476 shares; 2026Q2: 7,198 shares 7,198 $2.7M 0.41% -278 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,581 shares; 2024Q4: 15,957 shares; 2025Q1: 16,527 shares; 2025Q2: 16,566 shares; 2025Q3: 17,296 shares; 2025Q4: 15,567 shares; 2026Q1: 15,614 shares; 2026Q2: 10,795 shares 10,795 $2.62M 0.4% -4,819 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,848 shares; 2024Q4: 8,104 shares; 2025Q1: 10,051 shares; 2025Q2: 7,125 shares; 2025Q3: 7,213 shares; 2025Q4: 7,230 shares; 2026Q1: 7,031 shares; 2026Q2: 6,590 shares 6,590 $2.62M 0.4% -441 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: 4,244 shares; 2024Q4: 4,911 shares; 2025Q1: 3,710 shares; 2025Q2: 3,626 shares; 2025Q3: 3,765 shares; 2025Q4: 4,898 shares; 2026Q1: 4,697 shares; 2026Q2: 3,801 shares 3,801 $2.61M 0.4% -896 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,342 shares; 2025Q3: 25,781 shares; 2025Q4: 26,632 shares; 2026Q1: 27,185 shares; 2026Q2: 28,111 shares 28,111 $2.54M 0.39% +926 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,651 shares; 2024Q4: 4,621 shares; 2025Q1: 4,995 shares; 2025Q2: 5,119 shares; 2025Q3: 6,667 shares; 2025Q4: 6,535 shares; 2026Q1: 5,714 shares; 2026Q2: 6,074 shares 6,074 $2.47M 0.38% +360 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,723 shares; 2024Q4: 19,536 shares; 2025Q1: 25,373 shares; 2025Q2: 25,453 shares; 2025Q3: 25,460 shares; 2025Q4: 25,512 shares; 2026Q1: 24,969 shares; 2026Q2: 19,310 shares 19,310 $2.44M 0.37% -5,659 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: 6,428 shares; 2024Q4: 6,222 shares; 2025Q1: 3,127 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares; 2025Q4: 3,994 shares; 2026Q1: 4,363 shares; 2026Q2: 4,747 shares 4,747 $2.42M 0.37% +384 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,292 shares; 2024Q4: 18,866 shares; 2025Q1: 13,324 shares; 2025Q2: 13,305 shares; 2025Q3: 13,357 shares; 2025Q4: 13,498 shares; 2026Q1: 7,359 shares; 2026Q2: 8,227 shares 8,227 $2.39M 0.37% +868 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: 4,258 shares; 2024Q4: 4,178 shares; 2025Q1: 3,511 shares; 2025Q2: 3,419 shares; 2025Q3: 3,424 shares; 2025Q4: 2,888 shares; 2026Q1: 2,917 shares; 2026Q2: 2,514 shares 2,514 $2.35M 0.36% -403 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 845 shares; 2025Q3: 845 shares; 2025Q4: 856 shares; 2026Q1: 9,221 shares; 2026Q2: 9,411 shares 9,411 $2.34M 0.36% +190 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,894 shares; 2024Q4: 27,755 shares; 2025Q1: 28,946 shares; 2025Q2: 28,455 shares; 2025Q3: 28,577 shares; 2025Q4: 28,489 shares; 2026Q1: 28,613 shares; 2026Q2: 26,589 shares 26,589 $2.34M 0.36% -2,024 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,415 shares; 2024Q4: 9,159 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,124 shares; 2025Q4: 8,994 shares; 2026Q1: 8,750 shares; 2026Q2: 8,469 shares 8,469 $2.24M 0.34% -281 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: 7,659 shares; 2024Q4: 7,788 shares; 2025Q1: 8,932 shares; 2025Q2: 10,003 shares; 2025Q3: 11,079 shares; 2025Q4: 13,382 shares; 2026Q1: 6,432 shares; 2026Q2: 5,377 shares 5,377 $2.23M 0.34% -1,055 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: 77,709 shares 77,709 $2.18M 0.33% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,698 shares; 2024Q4: 5,365 shares; 2025Q1: 11,259 shares; 2025Q2: 5,082 shares; 2025Q3: 5,047 shares; 2025Q4: 4,922 shares; 2026Q1: 4,986 shares; 2026Q2: 5,167 shares 5,167 $2.15M 0.33% +181 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,208 shares; 2026Q2: 11,129 shares 11,129 $2.15M 0.33% +921 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,763 shares; 2024Q4: 7,512 shares; 2025Q1: 10,621 shares; 2025Q2: 9,704 shares; 2025Q3: 9,699 shares; 2025Q4: 29,518 shares; 2026Q1: 31,136 shares; 2026Q2: 25,961 shares 25,961 $2.15M 0.33% -5,175 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,204 shares; 2024Q4: 8,562 shares; 2025Q1: 10,444 shares; 2025Q2: 10,859 shares; 2025Q3: 14,384 shares; 2025Q4: 14,543 shares; 2026Q1: 13,403 shares; 2026Q2: 13,630 shares 13,630 $2.14M 0.33% +227 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,513 shares; 2024Q4: 2,674 shares; 2025Q1: 3,951 shares; 2025Q2: 3,579 shares; 2025Q3: 3,421 shares; 2025Q4: 23,780 shares; 2026Q1: 25,067 shares; 2026Q2: 19,669 shares 19,669 $2.11M 0.32% -5,398 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: 7,727 shares; 2024Q4: 5,611 shares; 2025Q1: 9,531 shares; 2025Q2: 8,191 shares; 2025Q3: 8,075 shares; 2025Q4: 8,841 shares; 2026Q1: 9,231 shares; 2026Q2: 5,931 shares 5,931 $2.1M 0.32% -3,300 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: 6,321 shares; 2024Q4: 5,920 shares; 2025Q1: 6,804 shares; 2025Q2: 6,970 shares; 2025Q3: 7,260 shares; 2025Q4: 7,638 shares; 2026Q1: 7,684 shares; 2026Q2: 7,544 shares 7,544 $2.05M 0.31% -140 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,837 shares; 2024Q4: 4,718 shares; 2025Q1: 7,112 shares; 2025Q2: 6,558 shares; 2025Q3: 6,277 shares; 2025Q4: 7,508 shares; 2026Q1: 7,209 shares; 2026Q2: 6,726 shares 6,726 $2.02M 0.31% -483 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: 27,963 shares; 2024Q4: 28,136 shares; 2025Q1: 30,680 shares; 2025Q2: 32,248 shares; 2025Q3: 32,274 shares; 2025Q4: 25,460 shares; 2026Q1: 25,551 shares; 2026Q2: 22,517 shares 22,517 $1.98M 0.3% -3,034 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,866 shares; 2024Q4: 57,116 shares; 2025Q1: 67,924 shares; 2025Q2: 72,480 shares; 2025Q3: 60,896 shares; 2025Q4: 35,656 shares; 2026Q1: 35,497 shares; 2026Q2: 8,869 shares 8,869 $1.95M 0.3% -26,628 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: 6,801 shares; 2024Q4: 4,705 shares; 2025Q1: 7,082 shares; 2025Q2: 6,981 shares; 2025Q3: 7,863 shares; 2025Q4: 7,449 shares; 2026Q1: 7,322 shares; 2026Q2: 5,268 shares 5,268 $1.94M 0.3% -2,054 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: not reported; 2024Q4: 24,607 shares; 2025Q1: 29,513 shares; 2025Q2: 30,958 shares; 2025Q3: 30,739 shares; 2025Q4: 27,124 shares; 2026Q1: 32,318 shares; 2026Q2: 30,908 shares 30,908 $1.92M 0.29% -1,410 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,629 shares; 2024Q4: 49,119 shares; 2025Q1: 95,023 shares; 2025Q2: 47,995 shares; 2025Q3: 48,374 shares; 2025Q4: 48,377 shares; 2026Q1: 48,294 shares; 2026Q2: 46,771 shares 46,771 $1.91M 0.29% -1,523 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: 37,630 shares 37,630 $1.89M 0.29% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,553 shares; 2024Q4: 6,366 shares; 2025Q1: 7,055 shares; 2025Q2: 7,695 shares; 2025Q3: 7,732 shares; 2025Q4: 7,745 shares; 2026Q1: 7,545 shares; 2026Q2: 7,317 shares 7,317 $1.87M 0.29% -228 Timeline PTLC 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: 49,023 shares; 2024Q4: 37,631 shares; 2025Q1: 37,406 shares; 2025Q2: 34,206 shares; 2025Q3: 31,919 shares; 2025Q4: 31,307 shares; 2026Q1: 30,757 shares; 2026Q2: 30,757 shares 30,757 $1.79M 0.27% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475 shares; 2024Q4: 1,029 shares; 2025Q1: 3,972 shares; 2025Q2: 3,606 shares; 2025Q3: 3,377 shares; 2025Q4: 3,982 shares; 2026Q1: 4,179 shares; 2026Q2: 2,422 shares 2,422 $1.79M 0.27% -1,757 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,159 shares; 2024Q4: 18,426 shares; 2025Q1: 19,622 shares; 2025Q2: 18,466 shares; 2025Q3: 18,112 shares; 2025Q4: 16,997 shares; 2026Q1: 16,770 shares; 2026Q2: 9,007 shares 9,007 $1.78M 0.27% -7,763 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,992 shares; 2024Q4: 15,512 shares; 2025Q1: 16,394 shares; 2025Q2: 17,129 shares; 2025Q3: 17,453 shares; 2025Q4: 18,034 shares; 2026Q1: 9,932 shares; 2026Q2: 9,842 shares 9,842 $1.77M 0.27% -90 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,802 shares; 2026Q2: 10,800 shares 10,800 $1.77M 0.27% -2 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,438 shares; 2026Q1: 14,862 shares; 2026Q2: 15,255 shares 15,255 $1.75M 0.27% +393 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: 14,100 shares; 2026Q1: 13,932 shares; 2026Q2: 13,549 shares 13,549 $1.71M 0.26% -383 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: 25,722 shares; 2024Q4: 26,932 shares; 2025Q1: 27,936 shares; 2025Q2: 28,921 shares; 2025Q3: 22,119 shares; 2025Q4: 26,251 shares; 2026Q1: 28,330 shares; 2026Q2: 16,570 shares 16,570 $1.64M 0.25% -11,760 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,480 shares; 2024Q4: 37,891 shares; 2025Q1: 32,942 shares; 2025Q2: 36,911 shares; 2025Q3: 40,006 shares; 2025Q4: 33,400 shares; 2026Q1: 23,860 shares; 2026Q2: 18,351 shares 18,351 $1.59M 0.24% -5,509 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,091 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 6,245 shares; 2025Q3: 10,639 shares; 2025Q4: 16,604 shares; 2026Q1: 17,285 shares; 2026Q2: 11,309 shares 11,309 $1.55M 0.24% -5,976 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: 2,520 shares; 2024Q4: 2,213 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,379 shares; 2025Q4: 4,376 shares; 2026Q1: 8,093 shares; 2026Q2: 3,616 shares 3,616 $1.52M 0.23% -4,477 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: 12,998 shares; 2025Q1: 27,182 shares; 2025Q2: 23,108 shares; 2025Q3: 41,193 shares; 2025Q4: 42,705 shares; 2026Q1: 25,514 shares; 2026Q2: 20,007 shares 20,007 $1.51M 0.23% -5,507 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,522 shares; 2024Q4: 17,211 shares; 2025Q1: 17,751 shares; 2025Q2: 17,473 shares; 2025Q3: 17,498 shares; 2025Q4: 17,640 shares; 2026Q1: 17,682 shares; 2026Q2: 15,424 shares 15,424 $1.47M 0.23% -2,258 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,177 shares; 2024Q4: 10,945 shares; 2025Q1: 11,414 shares; 2025Q2: 10,928 shares; 2025Q3: 10,419 shares; 2025Q4: 10,095 shares; 2026Q1: 10,029 shares; 2026Q2: 4,568 shares 4,568 $1.4M 0.21% -5,461 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,831 shares; 2024Q4: 17,170 shares; 2025Q1: 17,570 shares; 2025Q2: 17,752 shares; 2025Q3: 16,762 shares; 2025Q4: 14,728 shares; 2026Q1: 15,433 shares; 2026Q2: 15,863 shares 15,863 $1.3M 0.2% +430 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,272 shares; 2024Q4: 14,022 shares; 2025Q1: 14,356 shares; 2025Q2: 14,356 shares; 2025Q3: 14,356 shares; 2025Q4: 28,712 shares; 2026Q1: 28,721 shares; 2026Q2: 27,873 shares 27,873 $1.26M 0.19% -848 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,053 shares; 2026Q2: 16,006 shares 16,006 $1.26M 0.19% -47 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: 7,958 shares; 2024Q4: 8,016 shares; 2025Q1: 8,568 shares; 2025Q2: 8,675 shares; 2025Q3: 9,005 shares; 2025Q4: 9,027 shares; 2026Q1: 11,066 shares; 2026Q2: 12,834 shares 12,834 $1.24M 0.19% +1,768 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,297 shares; 2024Q4: 45,225 shares; 2025Q1: 47,825 shares; 2025Q2: 51,869 shares; 2025Q3: 54,028 shares; 2025Q4: 55,533 shares; 2026Q1: 45,917 shares; 2026Q2: 22,153 shares 22,153 $1.16M 0.18% -23,764 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,740 shares; 2024Q4: 25,609 shares; 2025Q1: 26,324 shares; 2025Q2: 26,260 shares; 2025Q3: 26,101 shares; 2025Q4: 26,123 shares; 2026Q1: 23,138 shares; 2026Q2: 23,024 shares 23,024 $1.15M 0.18% -114 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,963 shares; 2024Q4: 16,808 shares; 2025Q1: 20,168 shares; 2025Q2: 18,692 shares; 2025Q3: 19,525 shares; 2025Q4: 19,402 shares; 2026Q1: 19,359 shares; 2026Q2: 16,009 shares 16,009 $1.14M 0.17% -3,350 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,897 shares; 2024Q4: 19,984 shares; 2025Q1: 23,817 shares; 2025Q2: 15,765 shares; 2025Q3: 15,711 shares; 2025Q4: 16,273 shares; 2026Q1: 16,037 shares; 2026Q2: 7,612 shares 7,612 $1.13M 0.17% -8,425 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,707 shares; 2024Q4: 20,711 shares; 2025Q1: 27,307 shares; 2025Q2: 29,280 shares; 2025Q3: 28,186 shares; 2025Q4: 23,415 shares; 2026Q1: 24,847 shares; 2026Q2: 22,124 shares 22,124 $1.12M 0.17% -2,723 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,010 shares; 2024Q4: 3,263 shares; 2025Q1: 6,532 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 7,151 shares; 2026Q1: 7,169 shares; 2026Q2: 38,627 shares 38,627 $1.06M 0.16% +31,458 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: 6,676 shares; 2024Q4: 6,946 shares; 2025Q1: 5,984 shares; 2025Q2: 10,236 shares; 2025Q3: 7,366 shares; 2025Q4: 7,277 shares; 2026Q1: 7,264 shares; 2026Q2: 6,387 shares 6,387 $1.05M 0.16% -877 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: 21,702 shares; 2024Q4: 25,797 shares; 2025Q1: 3,114 shares; 2025Q2: 3,216 shares; 2025Q3: 2,587 shares; 2025Q4: 2,489 shares; 2026Q1: 2,771 shares; 2026Q2: 1,773 shares 1,773 $1.03M 0.16% -998 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,445 shares; 2025Q1: 1,460 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,609 shares; 2026Q1: 1,582 shares; 2026Q2: 1,399 shares 1,399 $1.01M 0.15% -183 Timeline SYSB 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: 10,580 shares; 2026Q1: 11,177 shares; 2026Q2: 11,295 shares 11,295 $1M 0.15% +118 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,756 shares; 2024Q4: 15,465 shares; 2025Q1: 14,660 shares; 2025Q2: 20,899 shares; 2025Q3: 19,258 shares; 2025Q4: 19,322 shares; 2026Q1: 19,564 shares; 2026Q2: 11,701 shares 11,701 $980K 0.15% -7,863 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: 3,733 shares; 2024Q4: 4,081 shares; 2025Q1: 3,369 shares; 2025Q2: 2,753 shares; 2025Q3: 2,613 shares; 2025Q4: 3,037 shares; 2026Q1: 3,137 shares; 2026Q2: 2,605 shares 2,605 $964K 0.15% -532 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,114 shares; 2024Q4: 55,329 shares; 2025Q1: 51,146 shares; 2025Q2: 48,320 shares; 2025Q3: 44,970 shares; 2025Q4: 64,754 shares; 2026Q1: 36,222 shares; 2026Q2: 20,937 shares 20,937 $959K 0.15% -15,285 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,608 shares; 2024Q4: 19,094 shares; 2025Q1: 18,924 shares; 2025Q2: 18,963 shares; 2025Q3: 18,963 shares; 2025Q4: 18,836 shares; 2026Q1: 19,105 shares; 2026Q2: 19,021 shares 19,021 $958K 0.15% -84 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,423 shares; 2024Q4: 20,376 shares; 2025Q1: 28,345 shares; 2025Q2: 28,134 shares; 2025Q3: 28,145 shares; 2025Q4: 28,505 shares; 2026Q1: 29,043 shares; 2026Q2: 15,766 shares 15,766 $941K 0.14% -13,277 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: 52,849 shares; 2024Q4: 50,753 shares; 2025Q1: 52,548 shares; 2025Q2: 62,703 shares; 2025Q3: 53,902 shares; 2025Q4: 43,739 shares; 2026Q1: 24,382 shares; 2026Q2: 12,775 shares 12,775 $938K 0.14% -11,607 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,029 shares; 2024Q4: 13,751 shares; 2025Q1: 13,568 shares; 2025Q2: 13,990 shares; 2025Q3: 13,990 shares; 2025Q4: 13,065 shares; 2026Q1: 13,065 shares; 2026Q2: 12,960 shares 12,960 $887K 0.14% -105 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,626 shares; 2025Q2: 11,858 shares; 2025Q3: 12,298 shares; 2025Q4: 2,903 shares; 2026Q1: 2,988 shares; 2026Q2: 8,001 shares 8,001 $817K 0.13% +5,013 Timeline VONE 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: 2,018 shares; 2024Q4: 2,054 shares; 2025Q1: 2,220 shares; 2025Q2: 2,369 shares; 2025Q3: 2,392 shares; 2025Q4: 2,232 shares; 2026Q1: 2,312 shares; 2026Q2: 2,291 shares 2,291 $776K 0.12% -21 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,203 shares; 2024Q4: 13,889 shares; 2025Q1: 20,248 shares; 2025Q2: 19,484 shares; 2025Q3: 19,451 shares; 2025Q4: 23,266 shares; 2026Q1: 22,957 shares; 2026Q2: 9,950 shares 9,950 $767K 0.12% -13,007 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 4,972 shares; 2025Q1: 4,451 shares; 2025Q2: 4,452 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,286 shares; 2026Q2: 4,270 shares 4,270 $754K 0.12% -16 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,174 shares; 2025Q1: 4,255 shares; 2025Q2: 3,802 shares; 2025Q3: 3,818 shares; 2025Q4: 3,846 shares; 2026Q1: 4,003 shares; 2026Q2: 2,479 shares 2,479 $751K 0.11% -1,524 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: 674 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 17,759 shares; 2025Q3: 17,695 shares; 2025Q4: 18,096 shares; 2026Q1: 18,096 shares; 2026Q2: 17,695 shares 17,695 $738K 0.11% -401 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $732K 0.11% 0 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: 32,842 shares; 2024Q4: 36,619 shares; 2025Q1: 41,391 shares; 2025Q2: 39,476 shares; 2025Q3: 37,944 shares; 2025Q4: 38,196 shares; 2026Q1: 38,371 shares; 2026Q2: 13,319 shares 13,319 $714K 0.11% -25,052 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: 2,719 shares; 2024Q4: 2,550 shares; 2025Q1: 2,757 shares; 2025Q2: 2,852 shares; 2025Q3: 2,889 shares; 2025Q4: 4,356 shares; 2026Q1: 4,347 shares; 2026Q2: 3,683 shares 3,683 $699K 0.11% -664 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,496 shares; 2024Q4: 11,668 shares; 2025Q1: 6,989 shares; 2025Q2: 6,732 shares; 2025Q3: 6,279 shares; 2025Q4: 6,107 shares; 2026Q1: 4,945 shares; 2026Q2: 4,234 shares 4,234 $693K 0.11% -711 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 38,665 shares; 2026Q2: 34,746 shares 34,746 $641K 0.1% -3,919 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: 10,310 shares; 2024Q4: 9,890 shares; 2025Q1: 10,626 shares; 2025Q2: 10,420 shares; 2025Q3: 9,830 shares; 2025Q4: 10,023 shares; 2026Q1: 9,856 shares; 2026Q2: 4,362 shares 4,362 $640K 0.1% -5,494 Timeline BAUG 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: 11,801 shares; 2024Q4: 8,201 shares; 2025Q1: 11,801 shares; 2025Q2: 11,801 shares; 2025Q3: 11,801 shares; 2025Q4: 11,801 shares; 2026Q1: 11,801 shares; 2026Q2: 11,801 shares 11,801 $633K 0.1% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,926 shares; 2024Q4: 25,805 shares; 2025Q1: 32,375 shares; 2025Q2: 33,209 shares; 2025Q3: 36,619 shares; 2025Q4: 33,290 shares; 2026Q1: 28,100 shares; 2026Q2: 18,609 shares 18,609 $619K 0.09% -9,491 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: 8,940 shares; 2024Q4: 8,150 shares; 2025Q1: 10,127 shares; 2025Q2: 12,562 shares; 2025Q3: 11,607 shares; 2025Q4: 12,018 shares; 2026Q1: 10,897 shares; 2026Q2: 4,221 shares 4,221 $577K 0.09% -6,676 Timeline SPIB 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: 15,174 shares; 2024Q4: 16,418 shares; 2025Q1: 29,954 shares; 2025Q2: 16,273 shares; 2025Q3: 16,429 shares; 2025Q4: 16,638 shares; 2026Q1: 16,742 shares; 2026Q2: 16,703 shares 16,703 $559K 0.09% -39 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,519 shares; 2024Q4: 26,797 shares; 2025Q1: 27,373 shares; 2025Q2: 22,808 shares; 2025Q3: 4,516 shares; 2025Q4: 4,345 shares; 2026Q1: 2,294 shares; 2026Q2: 2,212 shares 2,212 $558K 0.09% -82 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $539K 0.08% new 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: 1,119 shares; 2024Q4: 877 shares; 2025Q1: 1,170 shares; 2025Q2: 1,104 shares; 2025Q3: 1,122 shares; 2025Q4: 1,135 shares; 2026Q1: 1,155 shares; 2026Q2: 486 shares 486 $518K 0.08% -669 Timeline UAPR 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: 9,631 shares; 2024Q4: 9,631 shares; 2025Q1: 9,631 shares; 2025Q2: 15,144 shares; 2025Q3: 15,171 shares; 2025Q4: 15,179 shares; 2026Q1: 15,179 shares; 2026Q2: 14,627 shares 14,627 $514K 0.08% -552 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: 791 shares; 2025Q4: 761 shares; 2026Q1: 803 shares; 2026Q2: 1,073 shares 1,073 $513K 0.08% +270 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: 2,501 shares; 2024Q4: 2,291 shares; 2025Q1: 2,465 shares; 2025Q2: 3,906 shares; 2025Q3: 4,173 shares; 2025Q4: 4,158 shares; 2026Q1: 4,383 shares; 2026Q2: 1,813 shares 1,813 $510K 0.08% -2,570 Timeline VTWG 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,724 shares; 2025Q4: 2,190 shares; 2026Q1: 1,845 shares; 2026Q2: 1,770 shares 1,770 $509K 0.08% -75 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,590 shares; 2024Q4: 6,580 shares; 2025Q1: 6,649 shares; 2025Q2: 6,574 shares; 2025Q3: 5,860 shares; 2025Q4: 5,939 shares; 2026Q1: 5,939 shares; 2026Q2: 4,303 shares 4,303 $498K 0.08% -1,636 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,169 shares; 2024Q4: 6,626 shares; 2025Q1: 6,236 shares; 2025Q2: 6,103 shares; 2025Q3: 6,149 shares; 2025Q4: 5,787 shares; 2026Q1: 5,474 shares; 2026Q2: 5,239 shares 5,239 $495K 0.08% -235 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 603 shares; 2025Q1: 748 shares; 2025Q2: 738 shares; 2025Q3: 740 shares; 2025Q4: 916 shares; 2026Q1: 961 shares; 2026Q2: 487 shares 487 $493K 0.08% -474 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: 527 shares; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,797 shares; 2025Q3: 3,885 shares; 2025Q4: 3,623 shares; 2026Q1: 4,273 shares; 2026Q2: 932 shares 932 $479K 0.07% -3,341 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,885 shares; 2026Q1: 5,885 shares; 2026Q2: 5,885 shares 5,885 $469K 0.07% 0 Timeline VNQ 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: 6,926 shares; 2024Q4: 7,500 shares; 2025Q1: 7,598 shares; 2025Q2: 7,708 shares; 2025Q3: 7,686 shares; 2025Q4: 7,374 shares; 2026Q1: 7,334 shares; 2026Q2: 4,827 shares 4,827 $465K 0.07% -2,507 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: 8,408 shares; 2024Q4: 7,225 shares; 2025Q1: 15,959 shares; 2025Q2: 15,994 shares; 2025Q3: 16,014 shares; 2025Q4: 20,209 shares; 2026Q1: 20,212 shares; 2026Q2: 8,017 shares 8,017 $457K 0.07% -12,195 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 3,339 shares; 2025Q4: 3,414 shares; 2026Q1: 4,459 shares; 2026Q2: 5,498 shares 5,498 $451K 0.07% +1,039 Timeline UAUG 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: 48,246 shares; 2024Q4: 40,785 shares; 2025Q1: 33,510 shares; 2025Q2: 30,055 shares; 2025Q3: 27,055 shares; 2025Q4: 26,705 shares; 2026Q1: 22,809 shares; 2026Q2: 10,682 shares 10,682 $450K 0.07% -12,127 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: 597 shares; 2024Q4: 597 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,807 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares; 2026Q2: 1,295 shares 1,295 $445K 0.07% -457 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,146 shares; 2025Q3: 2,145 shares; 2025Q4: 2,768 shares; 2026Q1: 2,762 shares; 2026Q2: 2,061 shares 2,061 $431K 0.07% -701 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares; 2025Q4: 1,384 shares; 2026Q1: 1,475 shares; 2026Q2: 368 shares 368 $425K 0.06% -1,107 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: 4,793 shares; 2024Q4: 4,591 shares; 2025Q1: 4,964 shares; 2025Q2: 4,845 shares; 2025Q3: 4,753 shares; 2025Q4: 5,379 shares; 2026Q1: 5,384 shares; 2026Q2: 1,665 shares 1,665 $419K 0.06% -3,719 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 657 shares 657 $418K 0.06% +75 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,504 shares; 2024Q4: 11,443 shares; 2025Q1: 10,899 shares; 2025Q2: 9,930 shares; 2025Q3: 8,919 shares; 2025Q4: 8,974 shares; 2026Q1: 9,451 shares; 2026Q2: 3,726 shares 3,726 $406K 0.06% -5,725 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: 216,183 shares; 2024Q4: 300,686 shares; 2025Q1: 302,295 shares; 2025Q2: 230,787 shares; 2025Q3: 231,127 shares; 2025Q4: 284,919 shares; 2026Q1: 304,718 shares; 2026Q2: 17,231 shares 17,231 $399K 0.06% -287,487 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: 4,789 shares; 2024Q4: 4,425 shares; 2025Q1: 4,555 shares; 2025Q2: 4,881 shares; 2025Q3: 4,892 shares; 2025Q4: 6,009 shares; 2026Q1: 5,891 shares; 2026Q2: 2,400 shares 2,400 $398K 0.06% -3,491 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 2,384 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,026 shares; 2026Q2: 2,472 shares 2,472 $388K 0.06% -554 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: 9,687 shares; 2024Q4: 9,624 shares; 2025Q1: 10,447 shares; 2025Q2: 10,570 shares; 2025Q3: 10,728 shares; 2025Q4: 11,248 shares; 2026Q1: 6,678 shares; 2026Q2: 2,839 shares 2,839 $384K 0.06% -3,839 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares; 2026Q2: 13,400 shares 13,400 $384K 0.06% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,065 shares; 2026Q1: 4,152 shares; 2026Q2: 4,067 shares 4,067 $379K 0.06% -85 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,850 shares; 2024Q4: 2,822 shares; 2025Q1: 2,967 shares; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,526 shares; 2026Q1: 2,990 shares; 2026Q2: 2,454 shares 2,454 $379K 0.06% -536 Timeline UNOV 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: 12,266 shares; 2026Q1: 11,257 shares; 2026Q2: 9,392 shares 9,392 $377K 0.06% -1,865 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,221 shares; 2025Q1: 319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,198 shares; 2026Q2: 3,694 shares 3,694 $372K 0.06% +496 Timeline BJUN 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: 8,300 shares; 2024Q4: 3,150 shares; 2025Q1: 11,450 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 7,550 shares 7,550 $368K 0.06% -3,150 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares; 2026Q1: 1,687 shares; 2026Q2: 1,446 shares 1,446 $328K 0.05% -241 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 1,809 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,577 shares 1,577 $326K 0.05% +12 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,946 shares; 2025Q1: 5,630 shares; 2025Q2: 5,517 shares; 2025Q3: 4,738 shares; 2025Q4: 5,878 shares; 2026Q1: 4,725 shares; 2026Q2: 1,336 shares 1,336 $324K 0.05% -3,389 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: 1,992 shares; 2024Q4: 1,987 shares; 2025Q1: 1,822 shares; 2025Q2: 2,778 shares; 2025Q3: 3,689 shares; 2025Q4: 3,745 shares; 2026Q1: 3,707 shares; 2026Q2: 1,494 shares 1,494 $323K 0.05% -2,213 Timeline PFEB 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: 1,700 shares; 2024Q4: not reported; 2025Q1: 7,566 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares; 2026Q1: 7,481 shares; 2026Q2: 7,481 shares 7,481 $322K 0.05% 0 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: 26,670 shares; 2024Q4: 20,231 shares; 2025Q1: 36,678 shares; 2025Q2: 4,481 shares; 2025Q3: 4,507 shares; 2025Q4: 5,867 shares; 2026Q1: 5,928 shares; 2026Q2: 2,477 shares 2,477 $320K 0.05% -3,451 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: not reported; 2026Q1: 6,050 shares; 2026Q2: 5,750 shares 5,750 $316K 0.05% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 435 shares; 2026Q2: 405 shares 405 $306K 0.05% -30 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: 6,531 shares; 2024Q4: 5,453 shares; 2025Q1: 5,634 shares; 2025Q2: 5,840 shares; 2025Q3: 5,663 shares; 2025Q4: 4,669 shares; 2026Q1: 4,304 shares; 2026Q2: 3,868 shares 3,868 $306K 0.05% -436 Timeline UFEB 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: 7,748 shares; 2024Q4: 7,824 shares; 2025Q1: 10,807 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 6,237 shares; 2026Q1: 8,259 shares; 2026Q2: 7,851 shares 7,851 $303K 0.05% -408 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA 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: 491 shares; 2026Q2: 519 shares 519 $299K 0.05% +28 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,671 shares; 2024Q4: 10,796 shares; 2025Q1: 7,117 shares; 2025Q2: 7,505 shares; 2025Q3: 4,626 shares; 2025Q4: 3,109 shares; 2026Q1: 3,152 shares; 2026Q2: 2,802 shares 2,802 $298K 0.05% -350 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 858 shares; 2025Q1: 1,199 shares; 2025Q2: 1,009 shares; 2025Q3: 1,012 shares; 2025Q4: 1,882 shares; 2026Q1: 1,879 shares; 2026Q2: 1,252 shares 1,252 $283K 0.04% -627 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 651 shares; 2025Q1: 886 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares; 2026Q2: 535 shares 535 $280K 0.04% -266 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: 18,005 shares; 2024Q4: 17,248 shares; 2025Q1: 20,028 shares; 2025Q2: 19,426 shares; 2025Q3: 19,554 shares; 2025Q4: 20,054 shares; 2026Q1: 10,976 shares; 2026Q2: 3,413 shares 3,413 $279K 0.04% -7,563 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,613 shares; 2025Q2: 6,377 shares; 2025Q3: 6,935 shares; 2025Q4: 8,610 shares; 2026Q1: 10,563 shares; 2026Q2: 6,001 shares 6,001 $274K 0.04% -4,562 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: 1,164 shares; 2024Q4: 1,000 shares; 2025Q1: 1,117 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,117 shares; 2026Q1: 1,128 shares; 2026Q2: 1,117 shares 1,117 $267K 0.04% -11 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,705 shares; 2025Q2: 26,065 shares; 2025Q3: 26,065 shares; 2025Q4: 25,387 shares; 2026Q1: 25,524 shares; 2026Q2: 5,648 shares 5,648 $261K 0.04% -19,876 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 10,989 shares; 2025Q1: 8,977 shares; 2025Q2: 8,977 shares; 2025Q3: 8,977 shares; 2025Q4: 8,977 shares; 2026Q1: 8,977 shares; 2026Q2: 5,875 shares 5,875 $261K 0.04% -3,102 Timeline UMAY 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: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 6,841 shares 6,841 $260K 0.04% +6,367 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: 1,091 shares; 2024Q4: 1,104 shares; 2025Q1: 1,071 shares; 2025Q2: 989 shares; 2025Q3: 347 shares; 2025Q4: 394 shares; 2026Q1: 392 shares; 2026Q2: 364 shares 364 $257K 0.04% -28 Timeline PDEC 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: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 5,582 shares; 2026Q1: 5,582 shares; 2026Q2: 5,582 shares 5,582 $256K 0.04% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,431 shares; 2024Q4: 7,693 shares; 2025Q1: 8,099 shares; 2025Q2: 5,192 shares; 2025Q3: 6,769 shares; 2025Q4: 8,184 shares; 2026Q1: 4,230 shares; 2026Q2: 2,083 shares 2,083 $254K 0.04% -2,147 Timeline FLLA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 8,504 shares; 2026Q1: 8,504 shares; 2026Q2: 9,395 shares 9,395 $253K 0.04% +891 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 868 shares; 2026Q2: 2,200 shares 2,200 $247K 0.04% +1,332 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 7,032 shares; 2025Q3: 7,032 shares; 2025Q4: 7,032 shares; 2026Q1: 6,093 shares; 2026Q2: 6,093 shares 6,093 $245K 0.04% 0 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: 1,453 shares; 2024Q4: 1,474 shares; 2025Q1: 1,875 shares; 2025Q2: 1,872 shares; 2025Q3: 1,876 shares; 2025Q4: 2,571 shares; 2026Q1: 1,993 shares; 2026Q2: 1,636 shares 1,636 $240K 0.04% -357 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 346 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 13,878 shares; 2025Q4: 15,206 shares; 2026Q1: 2,445 shares; 2026Q2: 989 shares 989 $240K 0.04% -1,456 Timeline SPLB 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: 9,956 shares; 2024Q4: 10,116 shares; 2025Q1: 19,876 shares; 2025Q2: 10,330 shares; 2025Q3: 10,460 shares; 2025Q4: 10,214 shares; 2026Q1: 10,273 shares; 2026Q2: 10,273 shares 10,273 $230K 0.04% 0 Timeline PSEP 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: 4,955 shares; 2024Q4: 655 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares; 2026Q1: 4,987 shares; 2026Q2: 4,987 shares 4,987 $230K 0.04% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 2,294 shares 2,294 $228K 0.03% new 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: 3,982 shares; 2024Q4: 3,983 shares; 2025Q1: 4,617 shares; 2025Q2: 4,139 shares; 2025Q3: 4,204 shares; 2025Q4: 4,351 shares; 2026Q1: 4,506 shares; 2026Q2: 1,930 shares 1,930 $227K 0.03% -2,576 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,725 shares; 2025Q2: 1,808 shares; 2025Q3: 1,996 shares; 2025Q4: 2,954 shares; 2026Q1: 2,775 shares; 2026Q2: 1,336 shares 1,336 $226K 0.03% -1,439 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE 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: 25,978 shares; 2026Q2: 25,978 shares 25,978 $224K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: 5,960 shares; 2025Q1: 4,035 shares; 2025Q2: 4,430 shares; 2025Q3: 5,394 shares; 2025Q4: 9,656 shares; 2026Q1: 4,279 shares; 2026Q2: 2,000 shares 2,000 $221K 0.03% -2,279 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL 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: 7,039 shares 7,039 $218K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 2,244 shares; 2025Q1: 10,616 shares; 2025Q2: 18,375 shares; 2025Q3: 30,921 shares; 2025Q4: 33,064 shares; 2026Q1: 4,570 shares; 2026Q2: 596 shares 596 $218K 0.03% -3,974 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,222 shares; 2025Q1: 3,869 shares; 2025Q2: 4,399 shares; 2025Q3: 4,493 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares 487 $217K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: not reported; 2025Q1: 11,271 shares; 2025Q2: 15,489 shares; 2025Q3: 17,644 shares; 2025Q4: 10,842 shares; 2026Q1: 9,284 shares; 2026Q2: 4,053 shares 4,053 $217K 0.03% -5,231 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $215K 0.03% new Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES 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: 91,530 shares; 2026Q2: 91,530 shares 91,530 $214K 0.03% 0 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,242 shares; 2025Q3: 8,242 shares; 2025Q4: 8,242 shares; 2026Q1: 8,242 shares; 2026Q2: 8,242 shares 8,242 $214K 0.03% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,000 shares 1,000 $213K 0.03% new Timeline AOCT 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: 10,576 shares; 2025Q1: 11,910 shares; 2025Q2: 6,208 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: 7,730 shares; 2026Q2: 7,730 shares 7,730 $211K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,585 shares; 2024Q4: 89,325 shares; 2025Q1: 70,394 shares; 2025Q2: 11,296 shares; 2025Q3: 6,236 shares; 2025Q4: 3,001 shares; 2026Q1: 2,904 shares; 2026Q2: 2,000 shares 2,000 $205K 0.03% -904 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: 116,123 shares; 2024Q4: 110,031 shares; 2025Q1: 110,099 shares; 2025Q2: 111,902 shares; 2025Q3: 110,642 shares; 2025Q4: 119,803 shares; 2026Q1: 115,989 shares; 2026Q2: 5,581 shares 5,581 $202K 0.03% -110,408 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,742 shares; 2025Q1: 4,697 shares; 2025Q2: 4,352 shares; 2025Q3: 4,344 shares; 2025Q4: 4,476 shares; 2026Q1: 4,052 shares; 2026Q2: 1,727 shares 1,727 $201K 0.03% -2,325 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,092 shares; 2024Q4: 1,784 shares; 2025Q1: 1,831 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,372 shares; 2026Q1: 1,428 shares; 2026Q2: 2,484 shares 2,484 $200K 0.03% +1,056 Timeline UJUN 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: 6,524 shares; 2024Q4: 5,176 shares; 2025Q1: 10,352 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares; 2025Q4: 5,632 shares; 2026Q1: 5,632 shares; 2026Q2: 5,176 shares 5,176 $199K 0.03% -456 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: 149,229 shares; 2024Q4: 571,497 shares; 2025Q1: 581,279 shares; 2025Q2: 580,655 shares; 2025Q3: 545,868 shares; 2025Q4: 518,168 shares; 2026Q1: 512,233 shares; 2026Q2: 5,748 shares 5,748 $194K 0.03% -506,485 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,141 shares; 2024Q4: 4,017 shares; 2025Q1: 3,961 shares; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,738 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $193K 0.03% 0 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: 3,799 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 3,617 shares; 2026Q1: 3,617 shares; 2026Q2: 3,617 shares 3,617 $192K 0.03% 0 Timeline VTWO 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: 1,283 shares; 2024Q4: 1,303 shares; 2025Q1: 2,425 shares; 2025Q2: 2,510 shares; 2025Q3: 2,253 shares; 2025Q4: 2,483 shares; 2026Q1: 2,546 shares; 2026Q2: 1,567 shares 1,567 $190K 0.03% -979 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,692 shares; 2025Q1: 3,430 shares; 2025Q2: 3,390 shares; 2025Q3: 3,348 shares; 2025Q4: 3,238 shares; 2026Q1: 3,226 shares; 2026Q2: 1,949 shares 1,949 $188K 0.03% -1,277 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: 1,841 shares; 2024Q4: 341 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 4,504 shares; 2025Q4: 4,504 shares; 2026Q1: 4,504 shares; 2026Q2: 3,733 shares 3,733 $182K 0.03% -771 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: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares; 2025Q4: 3,912 shares; 2026Q1: 3,912 shares; 2026Q2: 3,912 shares 3,912 $182K 0.03% 0 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: 3,850 shares; 2024Q4: 350 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $176K 0.03% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,234 shares 8,234 $154K 0.02% new 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: 958 shares; 2024Q4: 667 shares; 2025Q1: 598 shares; 2025Q2: 443 shares; 2025Q3: 472 shares; 2025Q4: 3,692 shares; 2026Q1: 1,041 shares; 2026Q2: 915 shares 915 $145K 0.02% -126 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: 2,702 shares; 2024Q4: 602 shares; 2025Q1: 3,304 shares; 2025Q2: 2,702 shares; 2025Q3: 2,619 shares; 2025Q4: 2,648 shares; 2026Q1: 2,739 shares; 2026Q2: 2,739 shares 2,739 $144K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,662 shares; 2025Q3: 12,525 shares; 2025Q4: 13,499 shares; 2026Q1: 13,432 shares; 2026Q2: 10,901 shares 10,901 $130K 0.02% -2,531 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 3,345 shares; 2026Q2: 2,947 shares 2,947 $124K 0.02% -398 Timeline NOCT 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: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares 1,990 $124K 0.02% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,730 shares; 2024Q4: 9,765 shares; 2025Q1: 9,860 shares; 2025Q2: 9,755 shares; 2025Q3: 9,330 shares; 2025Q4: 11,454 shares; 2026Q1: 13,504 shares; 2026Q2: 4,864 shares 4,864 $124K 0.02% -8,640 Timeline QBUF 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $123K 0.02% 0 Timeline USEP 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: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,602 shares; 2025Q2: 3,003 shares; 2025Q3: 2,890 shares; 2025Q4: 3,154 shares; 2026Q1: 3,316 shares; 2026Q2: 2,961 shares 2,961 $122K 0.02% -355 Timeline SHV 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: 1,047 shares; 2026Q2: 1,104 shares 1,104 $122K 0.02% +57 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $121K 0.02% 0 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: 3,117 shares; 2024Q4: 1,317 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,817 shares 2,817 $119K 0.02% 0 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $118K 0.02% 0 Timeline ZALT 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: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $115K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830 shares; 2024Q4: 9,672 shares; 2025Q1: 9,672 shares; 2025Q2: 7,826 shares; 2025Q3: 7,646 shares; 2025Q4: 8,425 shares; 2026Q1: 8,425 shares; 2026Q2: 778 shares 778 $115K 0.02% -7,647 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,552 shares; 2024Q4: 7,515 shares; 2025Q1: 10,603 shares; 2025Q2: 7,661 shares; 2025Q3: 6,095 shares; 2025Q4: 6,144 shares; 2026Q1: 6,180 shares; 2026Q2: 3,762 shares 3,762 $115K 0.02% -2,418 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $114K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503,833 shares; 2024Q4: 863,406 shares; 2025Q1: 866,312 shares; 2025Q2: 846,559 shares; 2025Q3: 822,228 shares; 2025Q4: 805,920 shares; 2026Q1: 832,795 shares; 2026Q2: 4,080 shares 4,080 $113K 0.02% -828,715 Timeline VCIT 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: 1,434 shares; 2024Q4: 1,433 shares; 2025Q1: 2,702 shares; 2025Q2: 2,730 shares; 2025Q3: 2,532 shares; 2025Q4: 2,454 shares; 2026Q1: 2,439 shares; 2026Q2: 1,366 shares 1,366 $113K 0.02% -1,073 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $103K 0.02% 0 Timeline BIV 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 1,617 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $103K 0.02% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 49,501 shares; 2025Q3: 50,620 shares; 2025Q4: 52,743 shares; 2026Q1: 55,474 shares; 2026Q2: 1,948 shares 1,948 $98.6K 0.02% -53,526 Timeline NYF 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: 1,677 shares; 2026Q1: 1,677 shares; 2026Q2: 1,677 shares 1,677 $90.4K 0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,626 shares; 2024Q4: 21,893 shares; 2025Q1: 5,279 shares; 2025Q2: 2,238 shares; 2025Q3: 2,050 shares; 2025Q4: 1,909 shares; 2026Q1: 1,845 shares; 2026Q2: 1,426 shares 1,426 $89.9K 0.01% -419 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 577 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares; 2026Q2: 1,553 shares 1,553 $87.9K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 359 shares; 2025Q1: 561 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 202 shares 202 $86.1K 0.01% -330 Timeline BFEB 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: 1,600 shares; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $84.2K 0.01% 0 Timeline VONG 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $83.5K 0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares; 2026Q1: 4,235 shares; 2026Q2: 1,712 shares 1,712 $82.1K 0.01% -2,523 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 3,932 shares; 2025Q1: 3,279 shares; 2025Q2: 3,901 shares; 2025Q3: 3,744 shares; 2025Q4: 2,599 shares; 2026Q1: 2,175 shares; 2026Q2: 1,692 shares 1,692 $81.6K 0.01% -483 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: 445 shares; 2024Q4: 1,340 shares; 2025Q1: 1,881 shares; 2025Q2: 2,198 shares; 2025Q3: 2,207 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares; 2026Q2: 2,584 shares 2,584 $80.4K 0.01% +39 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: 16,869 shares; 2024Q4: 56,103 shares; 2025Q1: 60,393 shares; 2025Q2: 59,907 shares; 2025Q3: 60,107 shares; 2025Q4: 66,556 shares; 2026Q1: 66,488 shares; 2026Q2: 2,525 shares 2,525 $80.1K 0.01% -63,963 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 2,997 shares; 2025Q1: 3,018 shares; 2025Q2: 3,056 shares; 2025Q3: 2,912 shares; 2025Q4: 2,562 shares; 2026Q1: 2,674 shares; 2026Q2: 207 shares 207 $75.7K 0.01% -2,467 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,026 shares; 2025Q2: 3,021 shares; 2025Q3: 2,986 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares; 2026Q2: 1,057 shares 1,057 $73K 0.01% -1,899 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,997 shares; 2024Q4: 34,873 shares; 2025Q1: 35,731 shares; 2025Q2: 32,714 shares; 2025Q3: 30,333 shares; 2025Q4: 27,763 shares; 2026Q1: 27,152 shares; 2026Q2: 1,181 shares 1,181 $71.8K 0.01% -25,971 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 14,474 shares; 2025Q1: 12,002 shares; 2025Q2: 11,477 shares; 2025Q3: 10,222 shares; 2025Q4: 9,568 shares; 2026Q1: 9,339 shares; 2026Q2: 2,469 shares 2,469 $71.5K 0.01% -6,870 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 1,767 shares; 2025Q1: 167 shares; 2025Q2: 333 shares; 2025Q3: 512 shares; 2025Q4: 3,152 shares; 2026Q1: 373 shares; 2026Q2: 167 shares 167 $68.4K 0.01% -206 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,347 shares; 2024Q4: 14,347 shares; 2025Q1: 26,424 shares; 2025Q2: 16,082 shares; 2025Q3: 16,362 shares; 2025Q4: 16,362 shares; 2026Q1: 16,454 shares; 2026Q2: 11,148 shares 11,148 $64.8K 0.01% -5,306 Timeline BSV 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: 1,154 shares; 2024Q4: 1,167 shares; 2025Q1: 1,197 shares; 2025Q2: 1,229 shares; 2025Q3: 1,239 shares; 2025Q4: 1,145 shares; 2026Q1: 1,134 shares; 2026Q2: 825 shares 825 $64.3K 0.01% -309 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 1,033 shares; 2025Q3: 506 shares; 2025Q4: 420 shares; 2026Q1: 225 shares; 2026Q2: 694 shares 694 $63.6K 0.01% +469 Timeline PJUN 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 1,432 shares 1,432 $61.9K 0.01% +920 Timeline BWX 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 9,283 shares; 2025Q4: 353,597 shares; 2026Q1: 388,551 shares; 2026Q2: 2,497 shares 2,497 $54.1K 0.01% -386,054 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,863 shares; 2024Q4: 1,766 shares; 2025Q1: 1,785 shares; 2025Q2: 1,651 shares; 2025Q3: 1,642 shares; 2025Q4: 1,622 shares; 2026Q1: 1,338 shares; 2026Q2: 1,028 shares 1,028 $52K 0.01% -310 Timeline MDYV 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: 69,998 shares; 2024Q4: 90,951 shares; 2025Q1: 91,552 shares; 2025Q2: 90,842 shares; 2025Q3: 87,448 shares; 2025Q4: 86,990 shares; 2026Q1: 88,173 shares; 2026Q2: 536 shares 536 $50.8K 0.01% -87,637 Timeline QLTA 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.5K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,509 shares; 2024Q4: 11,310 shares; 2025Q1: 11,974 shares; 2025Q2: 12,330 shares; 2025Q3: 12,631 shares; 2025Q4: 12,747 shares; 2026Q1: 12,322 shares; 2026Q2: 448 shares 448 $46.5K 0.01% -11,874 Timeline MDYG 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: 57,131 shares; 2024Q4: 70,045 shares; 2025Q1: 70,965 shares; 2025Q2: 73,154 shares; 2025Q3: 72,088 shares; 2025Q4: 70,772 shares; 2026Q1: 71,389 shares; 2026Q2: 397 shares 397 $44.5K 0.01% -70,992 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,629 shares; 2024Q4: 274,709 shares; 2025Q1: 283,231 shares; 2025Q2: 285,415 shares; 2025Q3: 320,297 shares; 2025Q4: 347,441 shares; 2026Q1: 375,807 shares; 2026Q2: 1,952 shares 1,952 $43.6K 0.01% -373,855 Timeline IHF 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: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $43.2K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 397 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 355 shares 355 $41.7K 0.01% -5 Timeline BMAR 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: 4,294 shares; 2025Q2: 2,110 shares; 2025Q3: 2,017 shares; 2025Q4: 1,926 shares; 2026Q1: 808 shares; 2026Q2: 723 shares 723 $41.7K 0.01% -85 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares; 2026Q2: 1,192 shares 1,192 $40.9K 0.01% -900 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,341 shares; 2024Q4: 13,423 shares; 2025Q1: 13,258 shares; 2025Q2: 9,833 shares; 2025Q3: 9,760 shares; 2025Q4: 9,762 shares; 2026Q1: 9,662 shares; 2026Q2: 343 shares 343 $40.3K 0.01% -9,319 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,611 shares; 2025Q1: 498 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 501 shares; 2026Q1: 467 shares; 2026Q2: 478 shares 478 $38.3K 0.01% +11 Timeline SLYV 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: 60,825 shares; 2024Q4: 66,864 shares; 2025Q1: 67,034 shares; 2025Q2: 74,089 shares; 2025Q3: 69,728 shares; 2025Q4: 66,601 shares; 2026Q1: 66,515 shares; 2026Q2: 345 shares 345 $37.6K 0.01% -66,170 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 1,782 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 1,303 shares; 2026Q1: 1,284 shares; 2026Q2: 911 shares 911 $37.5K 0.01% -373 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 791 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 810 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 360 shares 360 $36.8K 0.01% -810 Timeline SLYG 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: 50,985 shares; 2024Q4: 53,126 shares; 2025Q1: 53,726 shares; 2025Q2: 60,301 shares; 2025Q3: 56,150 shares; 2025Q4: 54,999 shares; 2026Q1: 54,992 shares; 2026Q2: 300 shares 300 $35.7K 0.01% -54,692 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,683 shares; 2024Q4: 2,632 shares; 2025Q1: 2,649 shares; 2025Q2: 2,557 shares; 2025Q3: 2,477 shares; 2025Q4: 2,382 shares; 2026Q1: 2,148 shares; 2026Q2: 442 shares 442 $35.3K 0.01% -1,706 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $35.1K 0.01% 0 Timeline URA 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: 333 shares; 2025Q3: 333 shares; 2025Q4: 912 shares; 2026Q1: 2,191 shares; 2026Q2: 762 shares 762 $33.3K 0.01% -1,429 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 747 shares; 2025Q3: 756 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $31.6K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 678 shares; 2025Q1: 876 shares; 2025Q2: 459 shares; 2025Q3: 461 shares; 2025Q4: 847 shares; 2026Q1: 954 shares; 2026Q2: 534 shares 534 $28.4K <0.01% -420 Timeline BJUL 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: 478 shares; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $26K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,387 shares; 2024Q4: 10,473 shares; 2025Q1: 13,259 shares; 2025Q2: 14,223 shares; 2025Q3: 14,925 shares; 2025Q4: 14,800 shares; 2026Q1: 5,295 shares; 2026Q2: 268 shares 268 $25.8K <0.01% -5,027 Timeline MLPX 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: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $25.7K <0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $25.6K <0.01% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $24.9K <0.01% 0 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 1,110 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $24.2K <0.01% 0 Timeline AIA 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: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 165 shares 165 $23.4K <0.01% -165 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,404 shares; 2024Q4: 6,278 shares; 2025Q1: 5,569 shares; 2025Q2: 5,424 shares; 2025Q3: 5,384 shares; 2025Q4: 5,186 shares; 2026Q1: 4,973 shares; 2026Q2: 164 shares 164 $23.4K <0.01% -4,809 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 58 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 132 shares 132 $21.8K <0.01% +23 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,704 shares; 2025Q1: 534 shares; 2025Q2: 416 shares; 2025Q3: 289 shares; 2025Q4: 296 shares; 2026Q1: 299 shares; 2026Q2: 313 shares 313 $21.7K <0.01% +14 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,991 shares; 2024Q4: 29,253 shares; 2025Q1: 29,421 shares; 2025Q2: 30,111 shares; 2025Q3: 27,954 shares; 2025Q4: 22,634 shares; 2026Q1: 23,076 shares; 2026Q2: 103 shares 103 $20.6K <0.01% -22,973 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $20.6K <0.01% 0 Timeline GCOW 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $16.9K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 725 shares; 2026Q2: 185 shares 185 $15.2K <0.01% -540 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 389 shares; 2026Q1: 390 shares; 2026Q2: 372 shares 372 $14.9K <0.01% -18 Timeline VCLT 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: 84,829 shares; 2024Q4: 27,013 shares; 2025Q1: 27,151 shares; 2025Q2: 26,487 shares; 2025Q3: 26,587 shares; 2025Q4: 28,568 shares; 2026Q1: 30,543 shares; 2026Q2: 175 shares 175 $13.2K <0.01% -30,368 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,999 shares; 2024Q4: 37,089 shares; 2025Q1: 36,387 shares; 2025Q2: 24,919 shares; 2025Q3: 22,561 shares; 2025Q4: 23,037 shares; 2026Q1: 24,601 shares; 2026Q2: 236 shares 236 $12.9K <0.01% -24,365 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 531 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 494 shares; 2026Q2: 32 shares 32 $12.6K <0.01% -462 Timeline BLV 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 151 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $12.2K <0.01% 0 Timeline UJAN 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: 263 shares; 2024Q4: 263 shares; 2025Q1: 3,538 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 629 shares; 2026Q2: 263 shares 263 $11.9K <0.01% -366 Timeline VMBS 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 239 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $11.9K <0.01% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 373 shares; 2026Q1: 314 shares; 2026Q2: 333 shares 333 $11.7K <0.01% +19 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 200 shares; 2025Q2: 320 shares; 2025Q3: 268 shares; 2025Q4: 633 shares; 2026Q1: 520 shares; 2026Q2: 386 shares 386 $11.6K <0.01% -134 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,851 shares; 2024Q4: 20,529 shares; 2025Q1: 12,383 shares; 2025Q2: 12,502 shares; 2025Q3: 12,863 shares; 2025Q4: 10,539 shares; 2026Q1: 3,981 shares; 2026Q2: 261 shares 261 $11.5K <0.01% -3,720 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 894 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares; 2026Q2: 71 shares 71 $11.1K <0.01% -1,126 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $11.1K <0.01% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,291 shares; 2024Q4: 47,567 shares; 2025Q1: 49,327 shares; 2025Q2: 47,790 shares; 2025Q3: 46,831 shares; 2025Q4: 47,415 shares; 2026Q1: 47,215 shares; 2026Q2: 226 shares 226 $10.4K <0.01% -46,989 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 782 shares; 2025Q1: 156 shares; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 119 shares 119 $10.1K <0.01% +4 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,611 shares; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 5,842 shares; 2025Q3: 5,704 shares; 2025Q4: 5,710 shares; 2026Q1: 5,594 shares; 2026Q2: 55 shares 55 $9.82K <0.01% -5,539 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 319 shares; 2026Q1: 325 shares; 2026Q2: 335 shares 335 $9.29K <0.01% +10 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113 shares; 2024Q4: 5,793 shares; 2025Q1: 41,989 shares; 2025Q2: 4,822 shares; 2025Q3: 825 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 197 shares 197 $9.24K <0.01% -313 Timeline SPSM 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: 913 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 779 shares; 2026Q1: 825 shares; 2026Q2: 158 shares 158 $9.11K <0.01% -667 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $9.04K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 533 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 36 shares 36 $8.86K <0.01% -62 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.99K <0.01% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $7.49K <0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 50 shares 50 $7.22K <0.01% -840 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 35 shares; 2026Q2: 34 shares 34 $6.79K <0.01% -1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 101 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 212 shares; 2026Q1: 246 shares; 2026Q2: 54 shares 54 $6.33K <0.01% -192 Timeline VGIT 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 1,087 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $6.31K <0.01% 0 Timeline LCTD 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: 381 shares; 2024Q4: 391 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 95 shares; 2026Q1: 92 shares; 2026Q2: 100 shares 100 $5.77K <0.01% +8 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,727 shares; 2024Q4: 3,729 shares; 2025Q1: 3,550 shares; 2025Q2: 3,491 shares; 2025Q3: 3,492 shares; 2025Q4: 3,297 shares; 2026Q1: 3,289 shares; 2026Q2: 273 shares 273 $5.56K <0.01% -3,016 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $5.17K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 95 shares; 2026Q2: 84 shares 84 $4.88K <0.01% -11 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 22 shares 22 $4.87K <0.01% -750 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 170 shares; 2026Q2: 70 shares 70 $4.51K <0.01% -100 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,678 shares; 2024Q4: 53,349 shares; 2025Q1: 56,123 shares; 2025Q2: 54,740 shares; 2025Q3: 54,965 shares; 2025Q4: 55,487 shares; 2026Q1: 55,440 shares; 2026Q2: 108 shares 108 $4.44K <0.01% -55,332 Timeline HIMU 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: 11,633 shares; 2025Q2: 11,841 shares; 2025Q3: 20,224 shares; 2025Q4: 17,158 shares; 2026Q1: 492 shares; 2026Q2: 89 shares 89 $4.43K <0.01% -403 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,640 shares; 2024Q4: 32,237 shares; 2025Q1: 32,238 shares; 2025Q2: 24,736 shares; 2025Q3: 25,772 shares; 2025Q4: 26,884 shares; 2026Q1: 29,252 shares; 2026Q2: 40 shares 40 $4.11K <0.01% -29,212 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares 152 $3.89K <0.01% new Timeline LQDW 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: 19,997 shares; 2025Q1: 20,415 shares; 2025Q2: 19,646 shares; 2025Q3: 17,577 shares; 2025Q4: 25,164 shares; 2026Q1: 25,737 shares; 2026Q2: 141 shares 141 $3.4K <0.01% -25,596 Timeline IMCV 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: 36 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $3.35K <0.01% 0 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $3.29K <0.01% new Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 43 shares 43 $3.27K <0.01% +4 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 64 shares; 2026Q2: 148 shares 148 $3.03K <0.01% +84 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $2.97K <0.01% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 74 shares 74 $2.89K <0.01% -50 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 102 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 47 shares; 2026Q2: 67 shares 67 $2.69K <0.01% +20 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,826 shares; 2024Q4: 104,969 shares; 2025Q1: 106,377 shares; 2025Q2: 104,038 shares; 2025Q3: 103,179 shares; 2025Q4: 102,252 shares; 2026Q1: 100,049 shares; 2026Q2: 65 shares 65 $2.4K <0.01% -99,984 Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 87 shares 87 $2.24K <0.01% -70 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: 518 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $2.08K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 73 shares; 2025Q4: 14 shares; 2026Q1: 13 shares; 2026Q2: 11 shares 11 $2.04K <0.01% -2 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 19 shares; 2025Q4: 15 shares; 2026Q1: 27 shares; 2026Q2: 19 shares 19 $2.04K <0.01% -8 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 43 shares; 2025Q4: 37 shares; 2026Q1: 35 shares; 2026Q2: 25 shares 25 $1.88K <0.01% -10 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 1,868 shares; 2025Q1: 1,674 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 679 shares; 2026Q2: 10 shares 10 $1.58K <0.01% -669 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.4K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $1.36K <0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 51 shares; 2026Q1: not reported; 2026Q2: 53 shares 53 $1.33K <0.01% new 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: 4,649 shares; 2024Q4: 4,651 shares; 2025Q1: 4,600 shares; 2025Q2: 4,621 shares; 2025Q3: 4,622 shares; 2025Q4: 4,662 shares; 2026Q1: 4,655 shares; 2026Q2: 55 shares 55 $1.26K <0.01% -4,600 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $909 <0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $867 <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 2 shares; 2026Q2: 3 shares 3 $851 <0.01% +1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367 shares; 2024Q4: 368 shares; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 15 shares 15 $762 <0.01% +12 Timeline PTMC 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: 1,969 shares; 2024Q4: 1,222 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $42 <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 7 shares 7 $36 <0.01% -4 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $26 <0.01% 0 Timeline