DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 683,116 shares; 2025Q3: 733,601 shares; 2025Q4: 766,087 shares; 2026Q1: 778,869 shares; 2026Q2: 910,463 shares; 2026Q3: 925,378 shares 925,378 $33.8M 6.57% +14,915 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,470 shares; 2025Q1: 111,539 shares; 2025Q2: 102,097 shares; 2025Q3: 101,260 shares; 2025Q4: 100,104 shares; 2026Q1: 98,114 shares; 2026Q2: 96,291 shares; 2026Q3: 95,655 shares 95,655 $21.3M 4.13% -636 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 476,816 shares; 2025Q1: 471,140 shares; 2025Q2: 447,999 shares; 2025Q3: 425,971 shares; 2025Q4: 410,997 shares; 2026Q1: 377,801 shares; 2026Q2: 340,292 shares; 2026Q3: 391,229 shares 391,229 $19.8M 3.85% +50,937 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,656 shares; 2025Q1: 29,247 shares; 2025Q2: 28,871 shares; 2025Q3: 32,995 shares; 2025Q4: 33,197 shares; 2026Q1: 35,768 shares; 2026Q2: 36,424 shares; 2026Q3: 41,562 shares 41,562 $15.6M 3.02% +5,138 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,154 shares; 2025Q1: 35,825 shares; 2025Q2: 35,636 shares; 2025Q3: 37,105 shares; 2025Q4: 38,761 shares; 2026Q1: 38,128 shares; 2026Q2: 38,361 shares; 2026Q3: 38,961 shares 38,961 $13M 2.52% +600 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,822 shares; 2025Q1: 231,260 shares; 2025Q2: 241,026 shares; 2025Q3: 249,180 shares; 2025Q4: 207,526 shares; 2026Q1: 193,084 shares; 2026Q2: 188,986 shares; 2026Q3: 191,191 shares 191,191 $9.65M 1.88% +2,205 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,301 shares; 2025Q4: 93,182 shares; 2026Q1: 171,774 shares; 2026Q2: 272,547 shares; 2026Q3: 358,989 shares 358,989 $9.11M 1.77% +86,442 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,994 shares; 2026Q1: 156,273 shares; 2026Q2: 176,852 shares; 2026Q3: 176,642 shares 176,642 $8.96M 1.74% -210 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,510 shares; 2026Q2: 15,388 shares; 2026Q3: 198,196 shares 198,196 $8.58M 1.67% +182,808 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,036 shares; 2025Q1: 36,729 shares; 2025Q2: 36,550 shares; 2025Q3: 35,702 shares; 2025Q4: 36,373 shares; 2026Q1: 36,223 shares; 2026Q2: 36,156 shares; 2026Q3: 36,147 shares 36,147 $8.43M 1.64% -9 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,104 shares; 2025Q1: 160,042 shares; 2025Q2: 161,042 shares; 2025Q3: 161,266 shares; 2025Q4: 174,178 shares; 2026Q1: 176,410 shares; 2026Q2: 178,155 shares; 2026Q3: 173,018 shares 173,018 $8.43M 1.64% -5,137 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,060 shares; 2025Q1: 79,465 shares; 2025Q2: 81,610 shares; 2025Q3: 79,560 shares; 2025Q4: 67,794 shares; 2026Q1: 95,044 shares; 2026Q2: 84,762 shares; 2026Q3: 70,472 shares 70,472 $8.34M 1.62% -14,290 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,975 shares; 2025Q1: 15,128 shares; 2025Q2: 15,171 shares; 2025Q3: 15,406 shares; 2025Q4: 15,544 shares; 2026Q1: 15,704 shares; 2026Q2: 15,979 shares; 2026Q3: 16,217 shares 16,217 $8.32M 1.62% +238 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 194,977 shares; 2025Q2: 228,880 shares; 2025Q3: 243,905 shares; 2025Q4: 248,736 shares; 2026Q1: 257,643 shares; 2026Q2: 270,032 shares; 2026Q3: 273,790 shares 273,790 $7.62M 1.48% +3,758 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,593 shares; 2025Q1: 128,214 shares; 2025Q2: 132,363 shares; 2025Q3: 136,586 shares; 2025Q4: 134,570 shares; 2026Q1: 144,168 shares; 2026Q2: 149,938 shares; 2026Q3: 150,908 shares 150,908 $7.32M 1.42% +970 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,925 shares; 2025Q1: 25,471 shares; 2025Q2: 27,139 shares; 2025Q3: 27,465 shares; 2025Q4: 27,401 shares; 2026Q1: 27,328 shares; 2026Q2: 71,717 shares; 2026Q3: 30,803 shares 30,803 $7.03M 1.37% -40,914 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; 2024Q4: 23,778 shares; 2025Q1: 24,651 shares; 2025Q2: 58,426 shares; 2025Q3: 65,989 shares; 2025Q4: 69,929 shares; 2026Q1: 72,685 shares; 2026Q2: 78,105 shares; 2026Q3: 82,758 shares 82,758 $6.96M 1.35% +4,653 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,200 shares; 2025Q1: 11,850 shares; 2025Q2: 16,456 shares; 2025Q3: 50,503 shares; 2025Q4: 80,153 shares; 2026Q1: 95,137 shares; 2026Q2: 113,474 shares; 2026Q3: 132,623 shares 132,623 $6.62M 1.29% +19,149 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,665 shares; 2025Q1: 146,565 shares; 2025Q2: 142,849 shares; 2025Q3: 144,293 shares; 2025Q4: 146,430 shares; 2026Q1: 148,591 shares; 2026Q2: 155,483 shares; 2026Q3: 152,893 shares 152,893 $6.17M 1.2% -2,590 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,701 shares; 2025Q1: 39,593 shares; 2025Q2: 41,206 shares; 2025Q3: 41,787 shares; 2025Q4: 45,455 shares; 2026Q1: 54,280 shares; 2026Q2: 61,364 shares; 2026Q3: 61,369 shares 61,369 $5.97M 1.16% +5 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; 2024Q4: 104,568 shares; 2025Q1: 103,909 shares; 2025Q2: 107,594 shares; 2025Q3: 107,500 shares; 2025Q4: 106,645 shares; 2026Q1: 106,645 shares; 2026Q2: 129,631 shares; 2026Q3: 131,945 shares 131,945 $5.8M 1.13% +2,314 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,114 shares; 2025Q1: 71,417 shares; 2025Q2: 71,787 shares; 2025Q3: 72,168 shares; 2025Q4: 77,658 shares; 2026Q1: 81,965 shares; 2026Q2: 85,989 shares; 2026Q3: 83,195 shares 83,195 $5.7M 1.11% -2,794 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,080 shares; 2025Q1: 110,425 shares; 2025Q2: 108,098 shares; 2025Q3: 114,378 shares; 2025Q4: 113,606 shares; 2026Q1: 115,809 shares; 2026Q2: 111,593 shares; 2026Q3: 113,406 shares 113,406 $5.63M 1.1% +1,813 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; 2024Q4: 4,511 shares; 2025Q1: 4,659 shares; 2025Q2: 4,594 shares; 2025Q3: 4,749 shares; 2025Q4: 10,536 shares; 2026Q1: 15,516 shares; 2026Q2: 21,004 shares; 2026Q3: 25,732 shares 25,732 $5.56M 1.08% +4,728 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,657 shares; 2025Q1: 7,555 shares; 2025Q2: 7,465 shares; 2025Q3: 7,051 shares; 2025Q4: 6,979 shares; 2026Q1: 6,954 shares; 2026Q2: 6,744 shares; 2026Q3: 6,717 shares 6,717 $5.14M 1% -27 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,896 shares; 2025Q1: 124,468 shares; 2025Q2: 129,608 shares; 2025Q3: 122,724 shares; 2025Q4: 104,416 shares; 2026Q1: 98,697 shares; 2026Q2: 99,039 shares; 2026Q3: 94,788 shares 94,788 $4.84M 0.94% -4,251 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,238 shares; 2025Q4: 106,461 shares; 2026Q1: 105,871 shares; 2026Q2: 105,871 shares; 2026Q3: 102,814 shares 102,814 $4.73M 0.92% -3,057 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,152 shares; 2025Q1: 14,804 shares; 2025Q2: 15,724 shares; 2025Q3: 15,974 shares; 2025Q4: 16,064 shares; 2026Q1: 16,827 shares; 2026Q2: 18,035 shares; 2026Q3: 18,741 shares 18,741 $4.67M 0.91% +706 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,629 shares; 2025Q1: 10,592 shares; 2025Q2: 11,255 shares; 2025Q3: 11,342 shares; 2025Q4: 11,462 shares; 2026Q1: 11,500 shares; 2026Q2: 13,006 shares; 2026Q3: 13,451 shares 13,451 $4.63M 0.9% +445 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,728 shares; 2025Q1: 5,729 shares; 2025Q2: 5,731 shares; 2025Q3: 5,738 shares; 2025Q4: 5,772 shares; 2026Q1: 5,772 shares; 2026Q2: 5,915 shares; 2026Q3: 5,951 shares 5,951 $4.54M 0.88% +36 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; 2024Q4: 103,825 shares; 2025Q1: 103,769 shares; 2025Q2: 103,870 shares; 2025Q3: 101,564 shares; 2025Q4: 99,658 shares; 2026Q1: 103,506 shares; 2026Q2: 103,597 shares; 2026Q3: 102,597 shares 102,597 $4.52M 0.88% -1,000 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; 2024Q4: 46,935 shares; 2025Q1: 46,585 shares; 2025Q2: 46,379 shares; 2025Q3: 46,369 shares; 2025Q4: 47,567 shares; 2026Q1: 47,249 shares; 2026Q2: 47,015 shares; 2026Q3: 46,820 shares 46,820 $4.04M 0.79% -195 Timeline APRZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,163 shares; 2025Q4: 102,620 shares; 2026Q1: 101,430 shares; 2026Q2: 101,235 shares; 2026Q3: 99,690 shares 99,690 $4.03M 0.78% -1,545 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,145 shares; 2025Q1: 11,119 shares; 2025Q2: 14,903 shares; 2025Q3: 15,425 shares; 2025Q4: 17,261 shares; 2026Q1: 17,834 shares; 2026Q2: 24,132 shares; 2026Q3: 25,115 shares 25,115 $3.81M 0.74% +983 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,048 shares; 2025Q1: 10,058 shares; 2025Q2: 10,095 shares; 2025Q3: 10,049 shares; 2025Q4: 9,901 shares; 2026Q1: 9,817 shares; 2026Q2: 10,034 shares; 2026Q3: 9,875 shares 9,875 $3.76M 0.73% -159 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,017 shares; 2025Q1: 36,006 shares; 2025Q2: 40,330 shares; 2025Q3: 39,842 shares; 2025Q4: 38,767 shares; 2026Q1: 38,328 shares; 2026Q2: 38,028 shares; 2026Q3: 38,111 shares 38,111 $3.71M 0.72% +83 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,850 shares; 2026Q1: 134,881 shares; 2026Q2: 145,704 shares; 2026Q3: 181,388 shares 181,388 $3.65M 0.71% +35,684 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,963 shares; 2025Q1: 48,592 shares; 2025Q2: 47,413 shares; 2025Q3: 47,413 shares; 2025Q4: 46,688 shares; 2026Q1: 46,758 shares; 2026Q2: 47,495 shares; 2026Q3: 48,240 shares 48,240 $3.64M 0.71% +745 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,721 shares; 2025Q1: 11,644 shares; 2025Q2: 10,895 shares; 2025Q3: 10,868 shares; 2025Q4: 10,850 shares; 2026Q1: 10,726 shares; 2026Q2: 10,583 shares; 2026Q3: 10,745 shares 10,745 $3.41M 0.66% +162 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,874 shares; 2025Q1: 13,070 shares; 2025Q2: 18,025 shares; 2025Q3: 17,956 shares; 2025Q4: 17,772 shares; 2026Q1: 17,576 shares; 2026Q2: 18,267 shares; 2026Q3: 18,211 shares 18,211 $3.39M 0.66% -56 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,295 shares 21,295 $3.21M 0.62% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,312 shares; 2025Q1: 5,367 shares; 2025Q2: 5,369 shares; 2025Q3: 5,364 shares; 2025Q4: 5,283 shares; 2026Q1: 4,618 shares; 2026Q2: 4,779 shares; 2026Q3: 4,471 shares 4,471 $3.13M 0.61% -308 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,280 shares; 2025Q4: 69,875 shares; 2026Q1: 69,574 shares; 2026Q2: 68,984 shares; 2026Q3: 67,584 shares 67,584 $3.12M 0.61% -1,400 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,712 shares; 2025Q1: 44,312 shares; 2025Q2: 43,877 shares; 2025Q3: 43,277 shares; 2025Q4: 43,159 shares; 2026Q1: 43,084 shares; 2026Q2: 42,778 shares; 2026Q3: 42,778 shares 42,778 $3.02M 0.59% 0 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,750 shares; 2025Q3: 20,194 shares; 2025Q4: 28,228 shares; 2026Q1: 43,722 shares; 2026Q2: 48,146 shares; 2026Q3: 59,282 shares 59,282 $2.88M 0.56% +11,136 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,071 shares; 2026Q1: 92,343 shares; 2026Q2: 93,792 shares; 2026Q3: 94,737 shares 94,737 $2.79M 0.54% +945 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; 2024Q4: 52,978 shares; 2025Q1: 52,832 shares; 2025Q2: 54,590 shares; 2025Q3: 54,590 shares; 2025Q4: 55,106 shares; 2026Q1: 58,190 shares; 2026Q2: 58,066 shares; 2026Q3: 58,066 shares 58,066 $2.74M 0.53% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,125 shares; 2026Q3: 107,810 shares 107,810 $2.69M 0.52% +39,685 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,097 shares; 2026Q2: 28,965 shares; 2026Q3: 38,287 shares 38,287 $2.65M 0.52% +9,322 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,377 shares; 2025Q1: 72,578 shares; 2025Q2: 71,117 shares; 2025Q3: 70,155 shares; 2025Q4: 69,729 shares; 2026Q1: 68,815 shares; 2026Q2: 67,485 shares; 2026Q3: 64,699 shares 64,699 $2.65M 0.52% -2,786 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,201 shares; 2025Q1: 17,201 shares; 2025Q2: 17,201 shares; 2025Q3: 14,201 shares; 2025Q4: 10,250 shares; 2026Q1: 7,250 shares; 2026Q2: 21,200 shares; 2026Q3: 55,000 shares 55,000 $2.6M 0.51% +33,800 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,610 shares; 2025Q1: 3,582 shares; 2025Q2: 3,588 shares; 2025Q3: 3,538 shares; 2025Q4: 3,532 shares; 2026Q1: 3,465 shares; 2026Q2: 3,483 shares; 2026Q3: 3,495 shares 3,495 $2.59M 0.5% +12 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,347 shares; 2025Q1: 16,950 shares; 2025Q2: 17,071 shares; 2025Q3: 16,998 shares; 2025Q4: 17,212 shares; 2026Q1: 16,022 shares; 2026Q2: 15,992 shares; 2026Q3: 15,994 shares 15,994 $2.48M 0.48% +2 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,712 shares; 2026Q2: 84,618 shares; 2026Q3: 92,666 shares 92,666 $2.34M 0.45% +8,048 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,515 shares; 2025Q1: 4,477 shares; 2025Q2: 4,459 shares; 2025Q3: 4,639 shares; 2025Q4: 4,645 shares; 2026Q1: 5,227 shares; 2026Q2: 4,983 shares; 2026Q3: 4,652 shares 4,652 $2.32M 0.45% -331 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,310 shares; 2025Q1: 95,274 shares; 2025Q2: 88,841 shares; 2025Q3: 85,645 shares; 2025Q4: 69,438 shares; 2026Q1: 70,388 shares; 2026Q2: 70,802 shares; 2026Q3: 70,454 shares 70,454 $2.29M 0.45% -348 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,777 shares; 2025Q1: 34,602 shares; 2025Q2: 33,818 shares; 2025Q3: 34,208 shares; 2025Q4: 33,927 shares; 2026Q1: 33,715 shares; 2026Q2: 33,450 shares; 2026Q3: 33,273 shares 33,273 $2.15M 0.42% -177 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 20,275 shares; 2025Q4: 29,700 shares; 2026Q1: 40,915 shares; 2026Q2: 61,910 shares; 2026Q3: 74,079 shares 74,079 $2.12M 0.41% +12,169 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,657 shares; 2025Q1: 11,657 shares; 2025Q2: 11,657 shares; 2025Q3: 11,647 shares; 2025Q4: 11,647 shares; 2026Q1: 12,317 shares; 2026Q2: 12,276 shares; 2026Q3: 12,277 shares 12,277 $2.04M 0.4% +1 Timeline FUSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,113 shares; 2025Q1: 32,026 shares; 2025Q2: 31,359 shares; 2025Q3: 36,767 shares; 2025Q4: 40,697 shares; 2026Q1: 41,288 shares; 2026Q2: 38,321 shares; 2026Q3: 40,397 shares 40,397 $2.04M 0.4% +2,076 Timeline MAYZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,054 shares; 2025Q4: 54,379 shares; 2026Q1: 54,379 shares; 2026Q2: 54,379 shares; 2026Q3: 54,379 shares 54,379 $1.99M 0.39% 0 Timeline CATF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,982 shares; 2025Q1: 36,650 shares; 2025Q2: 38,950 shares; 2025Q3: 40,580 shares; 2025Q4: 49,929 shares; 2026Q1: 54,618 shares; 2026Q2: 55,518 shares; 2026Q3: 41,812 shares 41,812 $1.98M 0.38% -13,706 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,369 shares; 2025Q1: 16,120 shares; 2025Q2: 16,030 shares; 2025Q3: 15,932 shares; 2025Q4: 15,933 shares; 2026Q1: 15,934 shares; 2026Q2: 16,110 shares; 2026Q3: 27,096 shares 27,096 $1.95M 0.38% +10,986 Timeline MARZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,912 shares; 2025Q4: 52,971 shares; 2026Q1: 52,971 shares; 2026Q2: 52,672 shares; 2026Q3: 51,981 shares 51,981 $1.93M 0.38% -691 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,876 shares 11,876 $1.93M 0.38% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,264 shares; 2025Q1: 2,336 shares; 2025Q2: 2,341 shares; 2025Q3: 2,379 shares; 2025Q4: 2,401 shares; 2026Q1: 2,500 shares; 2026Q2: 2,486 shares; 2026Q3: 2,664 shares 2,664 $1.93M 0.38% +178 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,016 shares; 2025Q1: 8,016 shares; 2025Q2: 7,760 shares; 2025Q3: 6,941 shares; 2025Q4: 6,693 shares; 2026Q1: 9,713 shares; 2026Q2: 11,027 shares; 2026Q3: 12,908 shares 12,908 $1.84M 0.36% +1,881 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,725 shares; 2025Q1: 6,626 shares; 2025Q2: 6,673 shares; 2025Q3: 6,860 shares; 2025Q4: 6,880 shares; 2026Q1: 6,929 shares; 2026Q2: 8,384 shares; 2026Q3: 8,616 shares 8,616 $1.76M 0.34% +232 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,244 shares; 2025Q1: 44,182 shares; 2025Q2: 41,765 shares; 2025Q3: 35,234 shares; 2025Q4: 23,902 shares; 2026Q1: 21,688 shares; 2026Q2: 16,412 shares; 2026Q3: 15,924 shares 15,924 $1.76M 0.34% -488 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,103 shares; 2025Q1: 27,076 shares; 2025Q2: 31,480 shares; 2025Q3: 31,480 shares; 2025Q4: 31,173 shares; 2026Q1: 31,038 shares; 2026Q2: 40,199 shares; 2026Q3: 40,199 shares 40,199 $1.7M 0.33% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,256 shares 16,256 $1.67M 0.32% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,431 shares 33,431 $1.62M 0.32% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,065 shares; 2025Q1: 21,786 shares; 2025Q2: 26,143 shares; 2025Q3: 25,163 shares; 2025Q4: 25,055 shares; 2026Q1: 30,546 shares; 2026Q2: 30,323 shares; 2026Q3: 30,087 shares 30,087 $1.53M 0.3% -236 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,474 shares; 2025Q1: 30,568 shares; 2025Q2: 29,221 shares; 2025Q3: 29,164 shares; 2025Q4: 28,497 shares; 2026Q1: 33,254 shares; 2026Q2: 33,254 shares; 2026Q3: 33,245 shares 33,245 $1.51M 0.29% -9 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,987 shares; 2025Q1: 12,895 shares; 2025Q2: 17,161 shares; 2025Q3: 17,161 shares; 2025Q4: 28,741 shares; 2026Q1: 27,186 shares; 2026Q2: 27,090 shares; 2026Q3: 27,090 shares 27,090 $1.49M 0.29% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,775 shares; 2025Q1: 15,875 shares; 2025Q2: 5,373 shares; 2025Q3: 5,342 shares; 2025Q4: 10,135 shares; 2026Q1: 31,725 shares; 2026Q2: 29,125 shares; 2026Q3: 27,775 shares 27,775 $1.48M 0.29% -1,350 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,847 shares; 2025Q1: 3,197 shares; 2025Q2: 3,204 shares; 2025Q3: 3,312 shares; 2025Q4: 3,336 shares; 2026Q1: 3,221 shares; 2026Q2: 3,785 shares; 2026Q3: 4,160 shares 4,160 $1.46M 0.28% +375 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,756 shares; 2025Q1: 11,449 shares; 2025Q2: 9,879 shares; 2025Q3: 9,720 shares; 2025Q4: 5,223 shares; 2026Q1: 5,064 shares; 2026Q2: 4,953 shares; 2026Q3: 4,963 shares 4,963 $1.38M 0.27% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,272 shares; 2025Q1: 4,272 shares; 2025Q2: 4,278 shares; 2025Q3: 4,278 shares; 2025Q4: 4,275 shares; 2026Q1: 4,269 shares; 2026Q2: 4,373 shares; 2026Q3: 4,396 shares 4,396 $1.37M 0.27% +23 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,431 shares; 2025Q1: 1,486 shares; 2025Q2: 1,505 shares; 2025Q3: 1,445 shares; 2025Q4: 1,459 shares; 2026Q1: 1,460 shares; 2026Q2: 1,462 shares; 2026Q3: 1,498 shares 1,498 $1.36M 0.27% +36 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,440 shares; 2026Q3: 15,120 shares 15,120 $1.36M 0.26% +1,680 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,335 shares; 2025Q3: 1,338 shares; 2025Q4: 1,339 shares; 2026Q1: 1,340 shares; 2026Q2: 1,367 shares; 2026Q3: 1,377 shares 1,377 $1.31M 0.25% +10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,576 shares; 2025Q1: 2,965 shares; 2025Q2: 3,182 shares; 2025Q3: 3,165 shares; 2025Q4: 3,256 shares; 2026Q1: 3,324 shares; 2026Q2: 3,479 shares; 2026Q3: 3,584 shares 3,584 $1.27M 0.25% +105 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,876 shares; 2025Q1: 9,893 shares; 2025Q2: 9,912 shares; 2025Q3: 9,771 shares; 2025Q4: 9,718 shares; 2026Q1: 9,734 shares; 2026Q2: 47,228 shares; 2026Q3: 45,473 shares 45,473 $1.27M 0.25% -1,755 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,283 shares; 2025Q1: 8,268 shares; 2025Q2: 8,788 shares; 2025Q3: 8,739 shares; 2025Q4: 8,750 shares; 2026Q1: 8,691 shares; 2026Q2: 8,657 shares; 2026Q3: 8,648 shares 8,648 $1.27M 0.25% -9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,410 shares; 2025Q1: 5,244 shares; 2025Q2: 5,188 shares; 2025Q3: 5,139 shares; 2025Q4: 5,110 shares; 2026Q1: 5,049 shares; 2026Q2: 5,013 shares; 2026Q3: 4,766 shares 4,766 $1.26M 0.25% -247 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,550 shares; 2025Q1: 22,659 shares; 2025Q2: 21,373 shares; 2025Q3: 25,124 shares; 2025Q4: 25,124 shares; 2026Q1: 23,810 shares; 2026Q2: 23,808 shares; 2026Q3: 26,734 shares 26,734 $1.25M 0.24% +2,926 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,101 shares; 2025Q1: 3,100 shares; 2025Q2: 2,817 shares; 2025Q3: 2,924 shares; 2025Q4: 3,007 shares; 2026Q1: 3,077 shares; 2026Q2: 3,016 shares; 2026Q3: 3,618 shares 3,618 $1.23M 0.24% +602 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; 2024Q4: 8,399 shares; 2025Q1: 17,074 shares; 2025Q2: 19,416 shares; 2025Q3: 18,487 shares; 2025Q4: 18,059 shares; 2026Q1: 21,668 shares; 2026Q2: 22,428 shares; 2026Q3: 20,749 shares 20,749 $1.23M 0.24% -1,679 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; 2024Q4: 20,677 shares; 2025Q1: 20,727 shares; 2025Q2: 19,312 shares; 2025Q3: 19,312 shares; 2025Q4: 19,312 shares; 2026Q1: 19,312 shares; 2026Q2: 19,312 shares; 2026Q3: 25,332 shares 25,332 $1.19M 0.23% +6,020 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; 2024Q4: 3,199 shares; 2025Q1: 2,993 shares; 2025Q2: 2,786 shares; 2025Q3: 2,735 shares; 2025Q4: 2,566 shares; 2026Q1: 2,492 shares; 2026Q2: 12,209 shares; 2026Q3: 12,209 shares 12,209 $1.13M 0.22% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,225 shares; 2025Q1: 3,174 shares; 2025Q2: 3,204 shares; 2025Q3: 3,283 shares; 2025Q4: 3,306 shares; 2026Q1: 3,274 shares; 2026Q2: 3,272 shares; 2026Q3: 3,389 shares 3,389 $1.12M 0.22% +117 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,765 shares; 2025Q2: 19,248 shares; 2025Q3: 19,033 shares; 2025Q4: 19,383 shares; 2026Q1: 18,493 shares; 2026Q2: 18,493 shares; 2026Q3: 18,493 shares 18,493 $1.12M 0.22% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,074 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,437 shares 30,437 $1.09M 0.21% new 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; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares; 2025Q3: 18,722 shares; 2025Q4: 18,662 shares; 2026Q1: 18,343 shares; 2026Q2: 18,107 shares; 2026Q3: 19,774 shares 19,774 $1.09M 0.21% +1,667 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,226 shares; 2025Q1: 22,909 shares; 2025Q2: 23,574 shares; 2025Q3: 23,574 shares; 2025Q4: 22,574 shares; 2026Q1: 22,143 shares; 2026Q2: 25,218 shares; 2026Q3: 25,028 shares 25,028 $1.08M 0.21% -190 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,953 shares; 2025Q1: 45,669 shares; 2025Q2: 51,021 shares; 2025Q3: 51,130 shares; 2025Q4: 51,118 shares; 2026Q1: 51,838 shares; 2026Q2: 25,431 shares; 2026Q3: 25,403 shares 25,403 $1.07M 0.21% -28 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares; 2026Q2: 914 shares; 2026Q3: 994 shares 994 $1.06M 0.21% +80 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,206 shares; 2025Q2: 16,718 shares; 2025Q3: 18,175 shares; 2025Q4: 20,699 shares; 2026Q1: 18,999 shares; 2026Q2: 18,999 shares; 2026Q3: 19,557 shares 19,557 $1.05M 0.2% +558 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares; 2026Q1: 2,086 shares; 2026Q2: 8,344 shares; 2026Q3: 8,344 shares 8,344 $1.05M 0.2% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,010 shares; 2025Q1: 18,460 shares; 2025Q2: 18,600 shares; 2025Q3: 19,700 shares; 2025Q4: 18,700 shares; 2026Q1: 18,700 shares; 2026Q2: 18,600 shares; 2026Q3: 20,100 shares 20,100 $1.04M 0.2% +1,500 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,470 shares; 2025Q3: 6,850 shares; 2025Q4: 13,350 shares; 2026Q1: 14,311 shares; 2026Q2: 22,015 shares; 2026Q3: 21,997 shares 21,997 $1.04M 0.2% -18 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,259 shares; 2025Q1: 31,975 shares; 2025Q2: 31,596 shares; 2025Q3: 27,190 shares; 2025Q4: 26,615 shares; 2026Q1: 25,482 shares; 2026Q2: 21,981 shares; 2026Q3: 20,218 shares 20,218 $1.04M 0.2% -1,763 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,471 shares; 2025Q4: 23,471 shares; 2026Q1: 23,471 shares; 2026Q2: 23,471 shares; 2026Q3: 23,471 shares 23,471 $1.03M 0.2% 0 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; 2024Q4: 4,806 shares; 2025Q1: 10,553 shares; 2025Q2: 15,553 shares; 2025Q3: 15,553 shares; 2025Q4: 15,553 shares; 2026Q1: 18,885 shares; 2026Q2: 18,885 shares; 2026Q3: 18,885 shares 18,885 $1.02M 0.2% 0 Timeline IDVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,377 shares; 2026Q3: 30,646 shares 30,646 $1.01M 0.2% +4,269 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,935 shares 9,935 $999K 0.19% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,588 shares; 2025Q1: 9,596 shares; 2025Q2: 9,613 shares; 2025Q3: 9,746 shares; 2025Q4: 9,647 shares; 2026Q1: 9,413 shares; 2026Q2: 9,322 shares; 2026Q3: 9,264 shares 9,264 $963K 0.19% -58 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,718 shares; 2025Q1: 9,717 shares; 2025Q2: 9,795 shares; 2025Q3: 9,940 shares; 2025Q4: 9,577 shares; 2026Q1: 9,575 shares; 2026Q2: 8,981 shares; 2026Q3: 8,920 shares 8,920 $960K 0.19% -61 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,516 shares; 2025Q1: 63,818 shares; 2025Q2: 59,033 shares; 2025Q3: 51,681 shares; 2025Q4: 46,203 shares; 2026Q1: 38,124 shares; 2026Q2: 38,535 shares; 2026Q3: 39,277 shares 39,277 $947K 0.18% +742 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,861 shares; 2025Q1: 22,300 shares; 2025Q2: 22,343 shares; 2025Q3: 22,674 shares; 2025Q4: 21,597 shares; 2026Q1: 21,615 shares; 2026Q2: 21,566 shares; 2026Q3: 20,586 shares 20,586 $944K 0.18% -980 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,077 shares; 2026Q3: 6,183 shares 6,183 $922K 0.18% +106 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,984 shares; 2025Q1: 4,775 shares; 2025Q2: 4,792 shares; 2025Q3: 4,781 shares; 2025Q4: 4,814 shares; 2026Q1: 4,822 shares; 2026Q2: 4,736 shares; 2026Q3: 4,869 shares 4,869 $904K 0.18% +133 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,363 shares; 2025Q1: 4,363 shares; 2025Q2: 4,363 shares; 2025Q3: 4,462 shares; 2025Q4: 4,462 shares; 2026Q1: 4,462 shares; 2026Q2: 4,462 shares; 2026Q3: 4,634 shares 4,634 $898K 0.17% +172 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,323 shares; 2025Q1: 17,266 shares; 2025Q2: 17,266 shares; 2025Q3: 17,266 shares; 2025Q4: 18,815 shares; 2026Q1: 17,737 shares; 2026Q2: 16,813 shares; 2026Q3: 18,736 shares 18,736 $897K 0.17% +1,923 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,188 shares; 2025Q1: 23,404 shares; 2025Q2: 23,962 shares; 2025Q3: 23,135 shares; 2025Q4: 23,135 shares; 2026Q1: 22,836 shares; 2026Q2: 22,836 shares; 2026Q3: 22,721 shares 22,721 $896K 0.17% -115 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,422 shares; 2026Q2: 14,565 shares; 2026Q3: 22,405 shares 22,405 $894K 0.17% +7,840 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,766 shares; 2026Q2: 3,506 shares; 2026Q3: 12,563 shares 12,563 $887K 0.17% +9,057 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; 2024Q4: 4,207 shares; 2025Q1: 5,007 shares; 2025Q2: 5,007 shares; 2025Q3: 5,151 shares; 2025Q4: 5,622 shares; 2026Q1: 5,622 shares; 2026Q2: 5,622 shares; 2026Q3: 5,584 shares 5,584 $881K 0.17% -38 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,227 shares; 2025Q1: 8,965 shares; 2025Q2: 8,965 shares; 2025Q3: 8,965 shares; 2025Q4: 8,965 shares; 2026Q1: 11,106 shares; 2026Q2: 11,271 shares; 2026Q3: 11,271 shares 11,271 $873K 0.17% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,947 shares; 2026Q2: 1,748 shares; 2026Q3: 1,747 shares 1,747 $845K 0.16% -1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 492 shares; 2025Q1: 495 shares; 2025Q2: 498 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 518 shares; 2026Q2: 551 shares; 2026Q3: 728 shares 728 $842K 0.16% +177 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,425 shares; 2025Q3: 3,427 shares; 2025Q4: 3,432 shares; 2026Q1: 3,432 shares; 2026Q2: 3,434 shares; 2026Q3: 3,582 shares 3,582 $836K 0.16% +148 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,374 shares; 2025Q2: not reported; 2025Q3: 7,176 shares; 2025Q4: 7,183 shares; 2026Q1: 7,162 shares; 2026Q2: 6,704 shares; 2026Q3: 6,878 shares 6,878 $827K 0.16% +174 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 765 shares; 2025Q4: 866 shares; 2026Q1: 837 shares; 2026Q2: 1,768 shares; 2026Q3: 1,805 shares 1,805 $823K 0.16% +37 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,877 shares; 2025Q1: 2,942 shares; 2025Q2: 2,942 shares; 2025Q3: 2,956 shares; 2025Q4: 2,986 shares; 2026Q1: 3,005 shares; 2026Q2: 3,020 shares; 2026Q3: 2,854 shares 2,854 $812K 0.16% -166 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,447 shares; 2025Q1: 2,655 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,429 shares; 2026Q1: 2,170 shares; 2026Q2: 2,175 shares; 2026Q3: 5,846 shares 5,846 $795K 0.15% +3,671 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 39,138 shares 39,138 $785K 0.15% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,380 shares; 2025Q3: 2,387 shares; 2025Q4: 2,401 shares; 2026Q1: 2,379 shares; 2026Q2: 2,394 shares; 2026Q3: 2,436 shares 2,436 $741K 0.14% +42 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,213 shares; 2026Q3: 19,888 shares 19,888 $738K 0.14% +675 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,023 shares; 2026Q1: 17,580 shares; 2026Q2: 17,580 shares; 2026Q3: 14,821 shares 14,821 $726K 0.14% -2,759 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,316 shares; 2025Q1: 5,290 shares; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 4,916 shares; 2026Q1: 5,014 shares; 2026Q2: 5,014 shares; 2026Q3: 5,014 shares 5,014 $722K 0.14% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,641 shares; 2025Q1: 1,676 shares; 2025Q2: 1,692 shares; 2025Q3: 1,696 shares; 2025Q4: 1,799 shares; 2026Q1: 1,750 shares; 2026Q2: 1,633 shares; 2026Q3: 1,696 shares 1,696 $715K 0.14% +63 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,565 shares; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 1,485 shares; 2026Q3: 1,310 shares 1,310 $705K 0.14% -175 Timeline DDFY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,870 shares; 2026Q3: 33,870 shares 33,870 $694K 0.13% +1,000 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; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,359 shares; 2026Q2: 1,359 shares; 2026Q3: 1,359 shares 1,359 $691K 0.13% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,374 shares; 2025Q4: 7,374 shares; 2026Q1: 5,326 shares; 2026Q2: 5,326 shares; 2026Q3: 12,326 shares 12,326 $683K 0.13% +7,000 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 12,980 shares; 2026Q1: 13,934 shares; 2026Q2: 13,771 shares; 2026Q3: 13,771 shares 13,771 $676K 0.13% 0 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; 2024Q4: 3,305 shares; 2025Q1: 3,426 shares; 2025Q2: 3,984 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares; 2026Q1: 3,002 shares; 2026Q2: 3,169 shares; 2026Q3: 3,217 shares 3,217 $669K 0.13% +48 Timeline JULZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,183 shares; 2025Q4: 14,441 shares; 2026Q1: 14,441 shares; 2026Q2: 14,441 shares; 2026Q3: 14,441 shares 14,441 $666K 0.13% 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; 2024Q4: 6,110 shares; 2025Q1: 6,027 shares; 2025Q2: 6,144 shares; 2025Q3: 6,027 shares; 2025Q4: 11,438 shares; 2026Q1: 11,699 shares; 2026Q2: 10,705 shares; 2026Q3: 10,705 shares 10,705 $658K 0.13% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,712 shares; 2025Q1: 3,677 shares; 2025Q2: 3,359 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares; 2026Q1: 2,701 shares; 2026Q2: 2,651 shares; 2026Q3: 2,564 shares 2,564 $655K 0.13% -87 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,545 shares; 2025Q4: 14,550 shares; 2026Q1: 16,250 shares; 2026Q2: 16,250 shares; 2026Q3: 15,750 shares 15,750 $654K 0.13% -500 Timeline FEBZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares; 2026Q2: 17,300 shares; 2026Q3: 15,800 shares 15,800 $646K 0.13% -1,500 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; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,730 shares; 2025Q3: 1,688 shares; 2025Q4: 1,674 shares; 2026Q1: 1,675 shares; 2026Q2: 1,485 shares; 2026Q3: 1,496 shares 1,496 $643K 0.13% +11 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,342 shares; 2025Q1: 4,200 shares; 2025Q2: 4,167 shares; 2025Q3: 4,091 shares; 2025Q4: 3,986 shares; 2026Q1: 3,986 shares; 2026Q2: 4,026 shares; 2026Q3: 4,424 shares 4,424 $643K 0.12% +398 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,050 shares; 2026Q3: 17,300 shares 17,300 $641K 0.12% +6,250 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 449 shares; 2025Q1: 508 shares; 2025Q2: 929 shares; 2025Q3: 1,715 shares; 2025Q4: 1,748 shares; 2026Q1: 1,682 shares; 2026Q2: 1,693 shares; 2026Q3: 1,744 shares 1,744 $640K 0.12% +51 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 2,174 shares; 2025Q3: 1,874 shares; 2025Q4: 1,789 shares; 2026Q1: 1,764 shares; 2026Q2: 1,699 shares; 2026Q3: 1,669 shares 1,669 $638K 0.12% -30 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; 2024Q4: not reported; 2025Q1: 16,375 shares; 2025Q2: 14,936 shares; 2025Q3: 22,267 shares; 2025Q4: 22,247 shares; 2026Q1: 22,247 shares; 2026Q2: 22,173 shares; 2026Q3: 22,173 shares 22,173 $623K 0.12% 0 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,200 shares; 2025Q3: 14,470 shares; 2025Q4: 14,370 shares; 2026Q1: 14,450 shares; 2026Q2: 12,450 shares; 2026Q3: 12,450 shares 12,450 $623K 0.12% 0 Timeline SPHB 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; 2024Q4: 6,239 shares; 2025Q1: 6,189 shares; 2025Q2: 6,149 shares; 2025Q3: 5,649 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares; 2026Q2: 4,129 shares; 2026Q3: 4,129 shares 4,129 $622K 0.12% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 1,334 shares; 2026Q2: 1,019 shares; 2026Q3: 1,014 shares 1,014 $620K 0.12% -5 Timeline JUNZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,094 shares; 2025Q4: 18,094 shares; 2026Q1: 17,320 shares; 2026Q2: 17,320 shares; 2026Q3: 17,320 shares 17,320 $619K 0.12% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,017 shares; 2025Q1: 6,600 shares; 2025Q2: 6,606 shares; 2025Q3: 6,647 shares; 2025Q4: 5,921 shares; 2026Q1: 5,962 shares; 2026Q2: 5,984 shares; 2026Q3: 5,884 shares 5,884 $617K 0.12% -100 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,808 shares; 2025Q4: 3,808 shares; 2026Q1: 3,886 shares; 2026Q2: 5,327 shares; 2026Q3: 6,037 shares 6,037 $617K 0.12% +710 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,496 shares; 2025Q1: 2,496 shares; 2025Q2: 2,499 shares; 2025Q3: 2,445 shares; 2025Q4: 2,448 shares; 2026Q1: 2,524 shares; 2026Q2: 2,549 shares; 2026Q3: 2,797 shares 2,797 $615K 0.12% +248 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,742 shares; 2026Q2: 1,751 shares; 2026Q3: 1,742 shares 1,742 $613K 0.12% -9 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; 2024Q4: 7,258 shares; 2025Q1: 7,267 shares; 2025Q2: 7,322 shares; 2025Q3: 7,441 shares; 2025Q4: 7,443 shares; 2026Q1: 7,511 shares; 2026Q2: 7,464 shares; 2026Q3: 7,635 shares 7,635 $611K 0.12% +171 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,061 shares; 2025Q1: 13,909 shares; 2025Q2: 15,002 shares; 2025Q3: 15,716 shares; 2025Q4: 16,454 shares; 2026Q1: 12,350 shares; 2026Q2: 12,538 shares; 2026Q3: 13,123 shares 13,123 $609K 0.12% +585 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,281 shares; 2026Q1: 2,254 shares; 2026Q2: 2,254 shares; 2026Q3: 2,254 shares 2,254 $597K 0.12% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 9,500 shares; 2026Q2: 10,300 shares; 2026Q3: 11,950 shares 11,950 $595K 0.12% +1,650 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 909 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 1,073 shares; 2026Q2: 6,443 shares; 2026Q3: 6,558 shares 6,558 $591K 0.11% +115 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,170 shares; 2025Q1: 19,420 shares; 2025Q2: 19,420 shares; 2025Q3: 19,420 shares; 2025Q4: 19,420 shares; 2026Q1: 19,255 shares; 2026Q2: 19,255 shares; 2026Q3: 19,255 shares 19,255 $583K 0.11% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,682 shares; 2025Q1: 3,682 shares; 2025Q2: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 3,682 shares; 2026Q1: 3,682 shares; 2026Q2: 3,682 shares; 2026Q3: 3,682 shares 3,682 $573K 0.11% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,310 shares; 2025Q3: 14,310 shares; 2025Q4: 14,310 shares; 2026Q1: 14,310 shares; 2026Q2: 11,670 shares; 2026Q3: 11,670 shares 11,670 $566K 0.11% 0 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; 2024Q4: 7,542 shares; 2025Q1: 7,545 shares; 2025Q2: 7,551 shares; 2025Q3: 7,556 shares; 2025Q4: 8,208 shares; 2026Q1: 8,212 shares; 2026Q2: 7,400 shares; 2026Q3: 7,297 shares 7,297 $564K 0.11% -103 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,103 shares; 2025Q1: 9,639 shares; 2025Q2: 9,473 shares; 2025Q3: 8,799 shares; 2025Q4: 8,799 shares; 2026Q1: 11,460 shares; 2026Q2: 11,460 shares; 2026Q3: 11,460 shares 11,460 $561K 0.11% 0 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; 2024Q4: 597 shares; 2025Q1: 577 shares; 2025Q2: 578 shares; 2025Q3: 622 shares; 2025Q4: 639 shares; 2026Q1: 628 shares; 2026Q2: 619 shares; 2026Q3: 622 shares 622 $560K 0.11% +3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 1,748 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,753 shares; 2026Q2: 1,754 shares; 2026Q3: 1,798 shares 1,798 $540K 0.1% +44 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,850 shares; 2026Q3: 10,850 shares 10,850 $529K 0.1% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,974 shares; 2026Q3: 5,076 shares 5,076 $527K 0.1% +102 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 854 shares; 2026Q3: 856 shares 856 $521K 0.1% +2 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,574 shares; 2026Q1: 7,385 shares; 2026Q2: 6,518 shares; 2026Q3: 10,165 shares 10,165 $520K 0.1% +3,647 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,418 shares; 2025Q1: 2,501 shares; 2025Q2: 2,523 shares; 2025Q3: 2,618 shares; 2025Q4: 2,679 shares; 2026Q1: 2,739 shares; 2026Q2: 2,776 shares; 2026Q3: 3,771 shares 3,771 $518K 0.1% +995 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,238 shares; 2025Q1: 7,899 shares; 2025Q2: 9,347 shares; 2025Q3: 8,685 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares; 2026Q2: 9,535 shares; 2026Q3: 9,373 shares 9,373 $512K 0.1% -162 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,294 shares; 2025Q1: 4,210 shares; 2025Q2: 3,594 shares; 2025Q3: 3,594 shares; 2025Q4: 3,347 shares; 2026Q1: 3,347 shares; 2026Q2: 3,342 shares; 2026Q3: 3,342 shares 3,342 $508K 0.1% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,130 shares; 2025Q1: 10,159 shares; 2025Q2: 9,479 shares; 2025Q3: 9,492 shares; 2025Q4: 9,485 shares; 2026Q1: 9,290 shares; 2026Q2: 9,245 shares; 2026Q3: 9,236 shares 9,236 $502K 0.1% -9 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,181 shares; 2025Q1: 18,236 shares; 2025Q2: 16,996 shares; 2025Q3: 16,820 shares; 2025Q4: 16,689 shares; 2026Q1: 16,151 shares; 2026Q2: 15,347 shares; 2026Q3: 15,347 shares 15,347 $496K 0.1% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,105 shares; 2026Q3: 3,211 shares 3,211 $492K 0.1% +106 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,110 shares; 2025Q1: 8,110 shares; 2025Q2: 7,110 shares; 2025Q3: 6,835 shares; 2025Q4: 6,837 shares; 2026Q1: 6,838 shares; 2026Q2: 6,838 shares; 2026Q3: 6,838 shares 6,838 $489K 0.1% 0 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,257 shares; 2025Q1: 9,062 shares; 2025Q2: 12,862 shares; 2025Q3: 12,912 shares; 2025Q4: 12,912 shares; 2026Q1: 12,912 shares; 2026Q2: 12,712 shares; 2026Q3: 10,462 shares 10,462 $484K 0.09% -2,250 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,950 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares; 2026Q2: 11,270 shares; 2026Q3: 11,270 shares 11,270 $476K 0.09% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,135 shares; 2025Q4: 1,137 shares; 2026Q1: not reported; 2026Q2: 1,090 shares; 2026Q3: 1,147 shares 1,147 $456K 0.09% +57 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,761 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,884 shares; 2025Q4: 6,291 shares; 2026Q1: 6,217 shares; 2026Q2: 6,151 shares; 2026Q3: 6,294 shares 6,294 $450K 0.09% +143 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,681 shares; 2025Q1: 11,176 shares; 2025Q2: 7,520 shares; 2025Q3: 6,918 shares; 2025Q4: 6,507 shares; 2026Q1: 6,427 shares; 2026Q2: 5,672 shares; 2026Q3: 5,447 shares 5,447 $442K 0.09% -225 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,700 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares; 2026Q2: 19,200 shares; 2026Q3: 19,200 shares 19,200 $441K 0.09% 0 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 6,335 shares; 2025Q4: 6,315 shares; 2026Q1: 6,304 shares; 2026Q2: 6,304 shares; 2026Q3: 6,304 shares 6,304 $436K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,728 shares; 2025Q1: 23,979 shares; 2025Q2: 23,755 shares; 2025Q3: 22,378 shares; 2025Q4: 18,346 shares; 2026Q1: 18,105 shares; 2026Q2: 17,743 shares; 2026Q3: 17,869 shares 17,869 $436K 0.08% +126 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,789 shares; 2025Q1: 3,133 shares; 2025Q2: 3,214 shares; 2025Q3: 3,478 shares; 2025Q4: 4,316 shares; 2026Q1: 4,407 shares; 2026Q2: 4,610 shares; 2026Q3: 4,610 shares 4,610 $436K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,172 shares; 2026Q1: 1,372 shares; 2026Q2: 22,006 shares; 2026Q3: 2,315 shares 2,315 $433K 0.08% -19,691 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,352 shares; 2026Q3: 5,160 shares 5,160 $431K 0.08% +1,808 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 3,170 shares; 2026Q1: not reported; 2026Q2: 3,346 shares; 2026Q3: 3,051 shares 3,051 $427K 0.08% -295 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares; 2026Q3: 1,855 shares 1,855 $424K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,040 shares; 2025Q1: 7,440 shares; 2025Q2: 7,463 shares; 2025Q3: 8,029 shares; 2025Q4: 8,340 shares; 2026Q1: 8,361 shares; 2026Q2: 8,452 shares; 2026Q3: 7,778 shares 7,778 $423K 0.08% -674 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,772 shares; 2026Q3: 10,537 shares 10,537 $420K 0.08% +4,765 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,757 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares; 2026Q2: 4,317 shares; 2026Q3: 5,029 shares 5,029 $419K 0.08% +712 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,583 shares; 2025Q4: 18,583 shares; 2026Q1: 18,583 shares; 2026Q2: 18,583 shares; 2026Q3: 18,583 shares 18,583 $417K 0.08% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 566 shares; 2025Q4: 505 shares; 2026Q1: 518 shares; 2026Q2: 480 shares; 2026Q3: 507 shares 507 $411K 0.08% +27 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,741 shares; 2025Q1: 2,816 shares; 2025Q2: 2,870 shares; 2025Q3: 3,008 shares; 2025Q4: 2,833 shares; 2026Q1: 2,875 shares; 2026Q2: 2,819 shares; 2026Q3: 2,814 shares 2,814 $409K 0.08% -5 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,757 shares; 2025Q1: 4,381 shares; 2025Q2: 4,395 shares; 2025Q3: 4,355 shares; 2025Q4: 4,359 shares; 2026Q1: 4,273 shares; 2026Q2: 4,314 shares; 2026Q3: 4,724 shares 4,724 $407K 0.08% +410 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 756 shares; 2025Q1: 922 shares; 2025Q2: 937 shares; 2025Q3: 1,016 shares; 2025Q4: 1,005 shares; 2026Q1: 969 shares; 2026Q2: 1,013 shares; 2026Q3: 1,123 shares 1,123 $403K 0.08% +110 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 373 shares; 2025Q3: 380 shares; 2025Q4: 378 shares; 2026Q1: 372 shares; 2026Q2: 371 shares; 2026Q3: 380 shares 380 $402K 0.08% +9 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 2,573 shares; 2026Q2: 2,778 shares; 2026Q3: 4,118 shares 4,118 $399K 0.08% +1,340 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,092 shares; 2025Q3: 1,078 shares; 2025Q4: 2,056 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares; 2026Q3: 2,022 shares 2,022 $396K 0.08% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,880 shares; 2025Q3: 4,018 shares; 2025Q4: 3,891 shares; 2026Q1: 3,880 shares; 2026Q2: 3,880 shares; 2026Q3: 3,880 shares 3,880 $391K 0.08% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,199 shares; 2025Q3: 12,711 shares; 2025Q4: 12,500 shares; 2026Q1: 9,519 shares; 2026Q2: 9,528 shares; 2026Q3: 9,553 shares 9,553 $391K 0.08% +25 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,596 shares; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,753 shares; 2025Q4: 9,308 shares; 2026Q1: 13,056 shares; 2026Q2: 7,885 shares; 2026Q3: 8,420 shares 8,420 $382K 0.07% +535 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares; 2026Q2: 12,935 shares; 2026Q3: 12,935 shares 12,935 $381K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,216 shares; 2025Q1: 2,748 shares; 2025Q2: 2,709 shares; 2025Q3: 2,903 shares; 2025Q4: 2,774 shares; 2026Q1: 2,782 shares; 2026Q2: 2,783 shares; 2026Q3: 3,014 shares 3,014 $377K 0.07% +231 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 2,557 shares; 2026Q1: 2,549 shares; 2026Q2: 2,494 shares; 2026Q3: 2,869 shares 2,869 $372K 0.07% +375 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,292 shares; 2025Q1: 5,292 shares; 2025Q2: 5,316 shares; 2025Q3: 7,316 shares; 2025Q4: 8,316 shares; 2026Q1: 8,316 shares; 2026Q2: 7,316 shares; 2026Q3: 7,316 shares 7,316 $370K 0.07% 0 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,811 shares 14,811 $369K 0.07% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares; 2026Q1: 6,102 shares; 2026Q2: 7,071 shares; 2026Q3: 7,080 shares 7,080 $355K 0.07% +9 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,508 shares; 2025Q1: 2,510 shares; 2025Q2: 2,511 shares; 2025Q3: 2,519 shares; 2025Q4: 2,562 shares; 2026Q1: 2,565 shares; 2026Q2: 2,568 shares; 2026Q3: 2,570 shares 2,570 $350K 0.07% +2 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,255 shares; 2025Q4: 7,095 shares; 2026Q1: 7,349 shares; 2026Q2: 7,349 shares; 2026Q3: 6,358 shares 6,358 $343K 0.07% -991 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,349 shares; 2025Q1: 1,276 shares; 2025Q2: 1,162 shares; 2025Q3: 1,195 shares; 2025Q4: 1,209 shares; 2026Q1: 1,204 shares; 2026Q2: 1,228 shares; 2026Q3: 1,311 shares 1,311 $343K 0.07% +83 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,140 shares; 2025Q1: 10,640 shares; 2025Q2: 10,640 shares; 2025Q3: 10,640 shares; 2025Q4: 10,140 shares; 2026Q1: 10,140 shares; 2026Q2: 12,129 shares; 2026Q3: 12,129 shares 12,129 $341K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 352 shares; 2026Q2: 2,715 shares; 2026Q3: 2,715 shares 2,715 $341K 0.07% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,340 shares 4,340 $341K 0.07% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,675 shares; 2025Q1: 10,367 shares; 2025Q2: 10,157 shares; 2025Q3: 9,537 shares; 2025Q4: 11,189 shares; 2026Q1: 11,433 shares; 2026Q2: 11,973 shares; 2026Q3: 11,741 shares 11,741 $335K 0.07% -232 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,608 shares; 2025Q3: 2,444 shares; 2025Q4: 2,445 shares; 2026Q1: 2,446 shares; 2026Q2: 3,446 shares; 2026Q3: 3,296 shares 3,296 $332K 0.06% -150 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares; 2026Q3: 3,003 shares 3,003 $331K 0.06% +283 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares; 2026Q1: 5,612 shares; 2026Q2: 5,612 shares; 2026Q3: 5,612 shares 5,612 $331K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,137 shares; 2026Q1: 6,900 shares; 2026Q2: 6,912 shares; 2026Q3: 7,221 shares 7,221 $329K 0.06% +309 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares; 2026Q2: 3,332 shares; 2026Q3: 3,382 shares 3,382 $329K 0.06% +50 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,650 shares 13,650 $329K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505 shares; 2025Q1: 506 shares; 2025Q2: 520 shares; 2025Q3: 529 shares; 2025Q4: 528 shares; 2026Q1: 528 shares; 2026Q2: 540 shares; 2026Q3: 592 shares 592 $327K 0.06% +52 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,024 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares; 2026Q1: 3,058 shares; 2026Q2: 3,058 shares; 2026Q3: 3,058 shares 3,058 $326K 0.06% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,320 shares; 2025Q1: 1,970 shares; 2025Q2: 1,972 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,984 shares; 2026Q2: 1,973 shares; 2026Q3: 1,973 shares 1,973 $324K 0.06% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,825 shares; 2025Q1: 10,336 shares; 2025Q2: 7,774 shares; 2025Q3: 5,560 shares; 2025Q4: 5,268 shares; 2026Q1: 5,110 shares; 2026Q2: 4,548 shares; 2026Q3: 4,787 shares 4,787 $320K 0.06% +239 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,307 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,597 shares; 2026Q2: 1,532 shares; 2026Q3: 1,532 shares 1,532 $317K 0.06% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares; 2026Q3: 2,160 shares 2,160 $316K 0.06% 0 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; 2024Q4: 5,949 shares; 2025Q1: 5,733 shares; 2025Q2: 5,799 shares; 2025Q3: 5,908 shares; 2025Q4: 4,860 shares; 2026Q1: 4,178 shares; 2026Q2: 2,997 shares; 2026Q3: 3,380 shares 3,380 $310K 0.06% +383 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,093 shares; 2025Q3: 1,095 shares; 2025Q4: 1,093 shares; 2026Q1: 1,095 shares; 2026Q2: 1,094 shares; 2026Q3: 1,093 shares 1,093 $309K 0.06% -1 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,417 shares; 2025Q4: 6,417 shares; 2026Q1: 6,417 shares; 2026Q2: 6,417 shares; 2026Q3: 6,852 shares 6,852 $308K 0.06% +435 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,625 shares; 2025Q1: 5,460 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,803 shares; 2026Q1: 5,803 shares; 2026Q2: 5,803 shares; 2026Q3: 5,770 shares 5,770 $304K 0.06% -33 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,792 shares; 2025Q1: 2,509 shares; 2025Q2: 2,581 shares; 2025Q3: 2,352 shares; 2025Q4: 2,366 shares; 2026Q1: 2,478 shares; 2026Q2: 2,415 shares; 2026Q3: 2,396 shares 2,396 $304K 0.06% -19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 766 shares 766 $303K 0.06% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,550 shares; 2025Q3: 9,550 shares; 2025Q4: 9,550 shares; 2026Q1: 9,550 shares; 2026Q2: 9,550 shares; 2026Q3: 9,596 shares 9,596 $297K 0.06% +46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,216 shares 6,216 $294K 0.06% new 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; 2024Q4: 2,370 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares; 2026Q2: 3,265 shares; 2026Q3: 3,265 shares 3,265 $293K 0.06% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,486 shares; 2026Q1: 5,486 shares; 2026Q2: 5,486 shares; 2026Q3: 5,486 shares 5,486 $292K 0.06% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,053 shares; 2026Q1: 1,046 shares; 2026Q2: 1,048 shares; 2026Q3: 1,046 shares 1,046 $290K 0.06% -2 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,211 shares; 2026Q3: 8,142 shares 8,142 $288K 0.06% +931 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,217 shares; 2025Q1: 14,174 shares; 2025Q2: 13,675 shares; 2025Q3: 13,680 shares; 2025Q4: 12,275 shares; 2026Q1: 12,029 shares; 2026Q2: 11,779 shares; 2026Q3: 11,779 shares 11,779 $287K 0.06% 0 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,455 shares; 2025Q3: 8,455 shares; 2025Q4: 8,455 shares; 2026Q1: not reported; 2026Q2: 8,483 shares; 2026Q3: 9,833 shares 9,833 $285K 0.06% +1,350 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,938 shares 6,938 $282K 0.05% new Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,000 shares; 2025Q1: 10,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares; 2026Q3: 6,500 shares 6,500 $280K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares; 2026Q3: 1,658 shares 1,658 $279K 0.05% -20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,821 shares 9,821 $278K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,324 shares; 2025Q3: 1,329 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,296 shares; 2026Q3: 1,363 shares 1,363 $278K 0.05% +67 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 231 shares; 2025Q3: 256 shares; 2025Q4: 2,502 shares; 2026Q1: 2,659 shares; 2026Q2: 4,208 shares; 2026Q3: 3,964 shares 3,964 $276K 0.05% -244 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,587 shares; 2025Q1: 52,587 shares; 2025Q2: 31,103 shares; 2025Q3: 23,243 shares; 2025Q4: 19,552 shares; 2026Q1: 17,323 shares; 2026Q2: 16,053 shares; 2026Q3: 14,868 shares 14,868 $276K 0.05% -1,185 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,028 shares; 2025Q1: 9,241 shares; 2025Q2: 9,248 shares; 2025Q3: 9,350 shares; 2025Q4: 9,327 shares; 2026Q1: 9,327 shares; 2026Q2: 9,114 shares; 2026Q3: 9,137 shares 9,137 $275K 0.05% +23 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,401 shares; 2026Q1: 13,401 shares; 2026Q2: 13,401 shares; 2026Q3: 13,401 shares 13,401 $275K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares; 2026Q3: 535 shares 535 $274K 0.05% +70 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,275 shares; 2026Q3: 5,275 shares 5,275 $271K 0.05% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,922 shares; 2025Q3: 2,923 shares; 2025Q4: 2,939 shares; 2026Q1: 2,934 shares; 2026Q2: 2,935 shares; 2026Q3: 2,933 shares 2,933 $270K 0.05% -2 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,305 shares; 2025Q1: 11,322 shares; 2025Q2: 11,340 shares; 2025Q3: 11,309 shares; 2025Q4: 11,001 shares; 2026Q1: 10,964 shares; 2026Q2: 5,426 shares; 2026Q3: 5,344 shares 5,344 $269K 0.05% -82 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; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,013 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,020 shares; 2026Q3: 1,020 shares 1,020 $267K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,350 shares; 2025Q3: 1,389 shares; 2025Q4: 1,404 shares; 2026Q1: 1,380 shares; 2026Q2: 1,373 shares; 2026Q3: 1,379 shares 1,379 $263K 0.05% +6 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,924 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 7,071 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares; 2026Q2: 7,071 shares; 2026Q3: 7,071 shares 7,071 $263K 0.05% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares; 2026Q3: 7,250 shares 7,250 $262K 0.05% 0 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; 2024Q4: 3,053 shares; 2025Q1: 3,089 shares; 2025Q2: 3,092 shares; 2025Q3: 2,956 shares; 2025Q4: 2,864 shares; 2026Q1: 2,960 shares; 2026Q2: 3,288 shares; 2026Q3: 2,743 shares 2,743 $256K 0.05% -545 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 906 shares; 2025Q4: 907 shares; 2026Q1: 807 shares; 2026Q2: 3,247 shares; 2026Q3: 3,247 shares 3,247 $255K 0.05% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,050 shares 9,050 $252K 0.05% new Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,138 shares; 2026Q2: 6,138 shares; 2026Q3: 6,138 shares 6,138 $246K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $243K 0.05% 0 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,148 shares; 2025Q3: 8,148 shares; 2025Q4: 7,961 shares; 2026Q1: 7,926 shares; 2026Q2: 7,926 shares; 2026Q3: 7,926 shares 7,926 $242K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,597 shares; 2025Q1: 4,305 shares; 2025Q2: 4,196 shares; 2025Q3: 3,971 shares; 2025Q4: 3,825 shares; 2026Q1: 3,587 shares; 2026Q2: 3,601 shares; 2026Q3: 3,596 shares 3,596 $242K 0.05% -5 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,485 shares; 2025Q1: 9,705 shares; 2025Q2: 9,184 shares; 2025Q3: 9,184 shares; 2025Q4: 8,884 shares; 2026Q1: 8,636 shares; 2026Q2: 8,423 shares; 2026Q3: 8,199 shares 8,199 $242K 0.05% -224 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,159 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,608 shares; 2026Q3: 4,058 shares 4,058 $242K 0.05% +450 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,202 shares; 2025Q1: 3,202 shares; 2025Q2: 3,152 shares; 2025Q3: 3,124 shares; 2025Q4: 3,124 shares; 2026Q1: 2,624 shares; 2026Q2: 2,474 shares; 2026Q3: 2,474 shares 2,474 $240K 0.05% 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; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 10,228 shares; 2025Q3: 13,178 shares; 2025Q4: 13,978 shares; 2026Q1: 14,978 shares; 2026Q2: 14,978 shares; 2026Q3: 10,228 shares 10,228 $240K 0.05% -4,750 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,955 shares; 2025Q4: 3,043 shares; 2026Q1: 3,064 shares; 2026Q2: 3,064 shares; 2026Q3: 3,064 shares 3,064 $239K 0.05% 0 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares; 2026Q3: 28,750 shares 28,750 $235K 0.05% -2,250 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,451 shares; 2026Q2: not reported; 2026Q3: 2,439 shares 2,439 $232K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,034 shares; 2025Q2: 3,041 shares; 2025Q3: 3,095 shares; 2025Q4: 3,038 shares; 2026Q1: 3,121 shares; 2026Q2: 3,050 shares; 2026Q3: 3,339 shares 3,339 $229K 0.04% +289 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,421 shares; 2025Q1: 5,336 shares; 2025Q2: 4,924 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares; 2026Q1: 4,537 shares; 2026Q2: 4,537 shares; 2026Q3: 4,537 shares 4,537 $224K 0.04% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 5,203 shares; 2025Q3: 3,811 shares; 2025Q4: 3,811 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,884 shares 2,884 $224K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,481 shares; 2026Q3: 4,481 shares 4,481 $223K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 439 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 423 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 447 shares 447 $220K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,502 shares 3,502 $219K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,477 shares; 2026Q3: 3,655 shares 3,655 $217K 0.04% +178 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373 shares; 2026Q3: 1,373 shares 1,373 $216K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,348 shares; 2026Q1: 4,429 shares; 2026Q2: 4,429 shares; 2026Q3: 4,029 shares 4,029 $215K 0.04% -400 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,754 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,633 shares; 2026Q3: 4,633 shares 4,633 $215K 0.04% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,242 shares; 2026Q3: 1,242 shares 1,242 $212K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares; 2026Q3: 856 shares 856 $212K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares; 2026Q2: not reported; 2026Q3: 415 shares 415 $211K 0.04% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,039 shares; 2026Q1: 6,039 shares; 2026Q2: 6,039 shares; 2026Q3: 3,295 shares 3,295 $209K 0.04% -2,744 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; 2024Q4: not reported; 2025Q1: 1,842 shares; 2025Q2: 1,845 shares; 2025Q3: 1,860 shares; 2025Q4: 1,851 shares; 2026Q1: 1,818 shares; 2026Q2: 1,806 shares; 2026Q3: 1,799 shares 1,799 $205K 0.04% -7 Timeline GRNI TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares; 2026Q3: 9,650 shares 9,650 $203K 0.04% -1,250 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,686 shares; 2026Q2: 6,850 shares; 2026Q3: 6,850 shares 6,850 $202K 0.04% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,999 shares; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares; 2026Q2: 2,998 shares; 2026Q3: 2,998 shares 2,998 $202K 0.04% 0 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,619 shares; 2025Q1: 7,619 shares; 2025Q2: 7,619 shares; 2025Q3: 7,619 shares; 2025Q4: 5,738 shares; 2026Q1: not reported; 2026Q2: 5,738 shares; 2026Q3: 5,738 shares 5,738 $201K 0.04% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,218 shares; 2025Q1: 15,361 shares; 2025Q2: 19,527 shares; 2025Q3: 19,680 shares; 2025Q4: 19,837 shares; 2026Q1: 17,984 shares; 2026Q2: 17,848 shares; 2026Q3: 18,016 shares 18,016 $163K 0.03% +168 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,008 shares; 2025Q4: 15,008 shares; 2026Q1: 10,008 shares; 2026Q2: 10,008 shares; 2026Q3: 10,008 shares 10,008 $158K 0.03% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,124 shares; 2025Q4: 17,180 shares; 2026Q1: 17,180 shares; 2026Q2: 17,172 shares; 2026Q3: 17,172 shares 17,172 $152K 0.03% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,357 shares; 2025Q1: 11,954 shares; 2025Q2: 12,577 shares; 2025Q3: 14,108 shares; 2025Q4: 14,234 shares; 2026Q1: 13,357 shares; 2026Q2: 12,889 shares; 2026Q3: 13,033 shares 13,033 $145K 0.03% +144 Timeline PGX 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; 2024Q4: 13,571 shares; 2025Q1: 13,571 shares; 2025Q2: 12,314 shares; 2025Q3: 13,144 shares; 2025Q4: 12,550 shares; 2026Q1: 11,925 shares; 2026Q2: 11,925 shares; 2026Q3: 11,925 shares 11,925 $120K 0.02% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,500 shares; 2025Q3: 35,000 shares; 2025Q4: 42,000 shares; 2026Q1: 32,000 shares; 2026Q2: 32,000 shares; 2026Q3: 32,000 shares 32,000 $96.6K 0.02% 0 Timeline DMA DESTRA MULTI-ALTERNATIVE FD More: the full row for DESTRA MULTI-ALTERNATIVE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,870 shares; 2025Q1: 29,370 shares; 2025Q2: 27,870 shares; 2025Q3: 30,170 shares; 2025Q4: 15,120 shares; 2026Q1: 15,620 shares; 2026Q2: not reported; 2026Q3: 10,478 shares 10,478 $79K 0.02% new Timeline FUSE FUSEMACHINES INC More: the full row for FUSEMACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,000 shares 12,000 $6.26K <0.01% new Timeline