MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 557,736 shares; 2025Q1: 618,823 shares; 2025Q2: 658,546 shares; 2025Q3: 411,410 shares; 2025Q4: 395,654 shares; 2026Q1: 405,471 shares; 2026Q2: 430,701 shares; 2026Q3: 452,541 shares 452,541 $47.8M 7.79% +21,840 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,922 shares; 2025Q1: 127,989 shares; 2025Q2: 137,241 shares; 2025Q3: 128,300 shares; 2025Q4: 116,700 shares; 2026Q1: 118,730 shares; 2026Q2: 123,304 shares; 2026Q3: 133,319 shares 133,319 $40.6M 6.61% +10,015 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 662,412 shares; 2025Q1: 722,327 shares; 2025Q2: 801,420 shares; 2025Q3: 667,425 shares; 2025Q4: 659,243 shares; 2026Q1: 677,831 shares; 2026Q2: 709,831 shares; 2026Q3: 710,977 shares 710,977 $39.1M 6.36% +1,146 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,284 shares; 2025Q4: 201,238 shares; 2026Q1: 212,872 shares; 2026Q2: 220,770 shares; 2026Q3: 250,052 shares 250,052 $37.9M 6.17% +29,282 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: 815,026 shares; 2025Q1: 899,104 shares; 2025Q2: 950,145 shares; 2025Q3: 1,016,178 shares; 2025Q4: 975,957 shares; 2026Q1: 980,705 shares; 2026Q2: 1,042,013 shares; 2026Q3: 1,121,047 shares 1,121,047 $36.5M 5.94% +79,034 Timeline IDMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,498 shares; 2025Q4: 377,107 shares; 2026Q1: 397,723 shares; 2026Q2: 432,402 shares; 2026Q3: 470,707 shares 470,707 $28.7M 4.68% +38,305 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,816 shares; 2025Q1: 57,119 shares; 2025Q2: 64,839 shares; 2025Q3: 70,954 shares; 2025Q4: 72,098 shares; 2026Q1: 75,423 shares; 2026Q2: 78,324 shares; 2026Q3: 79,966 shares 79,966 $27M 4.4% +1,642 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,468 shares; 2025Q1: 84,954 shares; 2025Q2: 93,548 shares; 2025Q3: 100,778 shares; 2025Q4: 103,424 shares; 2026Q1: 107,872 shares; 2026Q2: 114,681 shares; 2026Q3: 115,980 shares 115,980 $26.8M 4.36% +1,299 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,424 shares; 2025Q4: 196,882 shares; 2026Q1: 233,623 shares; 2026Q2: 291,022 shares; 2026Q3: 322,457 shares 322,457 $24.4M 3.98% +31,435 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: 14,536 shares; 2025Q1: 16,025 shares; 2025Q2: 17,431 shares; 2025Q3: 21,417 shares; 2025Q4: 25,238 shares; 2026Q1: 29,304 shares; 2026Q2: 30,198 shares; 2026Q3: 31,857 shares 31,857 $22.3M 3.64% +1,659 Timeline IDLV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411,970 shares; 2025Q4: 424,436 shares; 2026Q1: 454,359 shares; 2026Q2: 511,114 shares; 2026Q3: 561,643 shares 561,643 $19.2M 3.13% +50,529 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230,332 shares; 2025Q1: 248,405 shares; 2025Q2: 293,581 shares; 2025Q3: 216,608 shares; 2025Q4: 240,792 shares; 2026Q1: 275,333 shares; 2026Q2: 330,396 shares; 2026Q3: 376,694 shares 376,694 $19M 3.09% +46,298 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64,686 shares 64,686 $18.9M 3.08% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 405,276 shares 405,276 $18.2M 2.96% new Timeline XMVM 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: 188,927 shares; 2025Q1: 208,563 shares; 2025Q2: 219,990 shares; 2025Q3: 227,815 shares; 2025Q4: 213,510 shares; 2026Q1: 216,781 shares; 2026Q2: 230,965 shares; 2026Q3: 254,611 shares 254,611 $17.8M 2.89% +23,646 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: 376,576 shares; 2025Q1: 391,903 shares; 2025Q2: 494,318 shares; 2025Q3: 507,813 shares; 2025Q4: 530,584 shares; 2026Q1: 572,404 shares; 2026Q2: 579,315 shares; 2026Q3: 384,995 shares 384,995 $13.8M 2.25% -194,320 Timeline SCHV 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: 356,691 shares; 2025Q1: 376,533 shares; 2025Q2: 488,069 shares; 2025Q3: 516,823 shares; 2025Q4: 553,330 shares; 2026Q1: 577,350 shares; 2026Q2: 576,393 shares; 2026Q3: 379,462 shares 379,462 $12.6M 2.06% -196,931 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: 26,633 shares; 2025Q2: 37,800 shares; 2025Q3: 56,735 shares; 2025Q4: 57,550 shares; 2026Q1: 60,357 shares; 2026Q2: 52,244 shares; 2026Q3: 421,443 shares 421,443 $11.7M 1.91% +369,199 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,254 shares; 2025Q4: 182,340 shares; 2026Q1: 210,454 shares; 2026Q2: 236,456 shares; 2026Q3: 244,312 shares 244,312 $11M 1.79% +7,856 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,894 shares; 2025Q1: 60,721 shares; 2025Q2: 72,725 shares; 2025Q3: 60,156 shares; 2025Q4: 64,881 shares; 2026Q1: 68,016 shares; 2026Q2: 70,063 shares; 2026Q3: 57,124 shares 57,124 $8.87M 1.44% -12,939 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: 6,991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,510 shares; 2025Q4: 101,569 shares; 2026Q1: 108,175 shares; 2026Q2: 108,861 shares; 2026Q3: 91,127 shares 91,127 $6.43M 1.05% -17,734 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,033 shares; 2025Q1: 28,959 shares; 2025Q2: 34,605 shares; 2025Q3: 35,931 shares; 2025Q4: 38,990 shares; 2026Q1: 40,670 shares; 2026Q2: 41,232 shares; 2026Q3: 33,788 shares 33,788 $5.43M 0.88% -7,444 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: 22,176 shares; 2025Q1: 25,099 shares; 2025Q2: 24,365 shares; 2025Q3: 27,508 shares; 2025Q4: 14,348 shares; 2026Q1: 14,073 shares; 2026Q2: 13,748 shares; 2026Q3: 22,606 shares 22,606 $5.16M 0.84% +8,858 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,773 shares; 2025Q1: 116,775 shares; 2025Q2: 128,703 shares; 2025Q3: 135,831 shares; 2025Q4: 135,833 shares; 2026Q1: 143,303 shares; 2026Q2: 154,430 shares; 2026Q3: 31,167 shares 31,167 $4.29M 0.7% -123,263 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,004 shares; 2025Q1: 13,612 shares; 2025Q2: 15,682 shares; 2025Q3: 23,927 shares; 2025Q4: 30,750 shares; 2026Q1: 35,425 shares; 2026Q2: 36,899 shares; 2026Q3: 34,945 shares 34,945 $3.83M 0.62% -1,954 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,408 shares; 2025Q1: 11,102 shares; 2025Q2: 12,792 shares; 2025Q3: 18,640 shares; 2025Q4: 23,694 shares; 2026Q1: 27,667 shares; 2026Q2: 29,283 shares; 2026Q3: 26,987 shares 26,987 $3.72M 0.61% -2,296 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,353 shares; 2025Q1: 15,253 shares; 2025Q2: 15,704 shares; 2025Q3: 18,090 shares; 2025Q4: 26,307 shares; 2026Q1: 38,696 shares; 2026Q2: 44,296 shares; 2026Q3: 37,995 shares 37,995 $3.35M 0.55% -6,301 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: 18,230 shares; 2025Q1: 18,558 shares; 2025Q2: 16,119 shares; 2025Q3: 10,972 shares; 2025Q4: 10,929 shares; 2026Q1: 10,008 shares; 2026Q2: 10,286 shares; 2026Q3: 9,029 shares 9,029 $3.01M 0.49% -1,257 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,482 shares; 2025Q1: 73,815 shares; 2025Q2: 65,314 shares; 2025Q3: 56,864 shares; 2025Q4: 49,597 shares; 2026Q1: 48,293 shares; 2026Q2: 48,722 shares; 2026Q3: 47,893 shares 47,893 $2.85M 0.46% -829 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: 17,331 shares; 2025Q1: 20,894 shares; 2025Q2: 25,502 shares; 2025Q3: 39,615 shares; 2025Q4: 5,343 shares; 2026Q1: 51,375 shares; 2026Q2: 31,629 shares; 2026Q3: 50,351 shares 50,351 $2.69M 0.44% +18,722 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: 7,087 shares; 2025Q1: 6,791 shares; 2025Q2: 6,567 shares; 2025Q3: 6,619 shares; 2025Q4: 10,585 shares; 2026Q1: 13,598 shares; 2026Q2: 10,899 shares; 2026Q3: 10,197 shares 10,197 $2.54M 0.41% -702 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: 3,484 shares; 2025Q1: 4,545 shares; 2025Q2: 5,515 shares; 2025Q3: 8,081 shares; 2025Q4: 19,090 shares; 2026Q1: 1,823 shares; 2026Q2: 16,573 shares; 2026Q3: 12,729 shares 12,729 $2.49M 0.41% -3,844 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: 3,694 shares; 2025Q1: 6,067 shares; 2025Q2: 8,563 shares; 2025Q3: 4,342 shares; 2025Q4: 4,395 shares; 2026Q1: 4,308 shares; 2026Q2: 6,623 shares; 2026Q3: 7,299 shares 7,299 $2.41M 0.39% +676 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: 2,277 shares; 2025Q1: 2,418 shares; 2025Q2: 2,281 shares; 2025Q3: 1,828 shares; 2025Q4: 1,572 shares; 2026Q1: 1,573 shares; 2026Q2: 7,837 shares; 2026Q3: 6,746 shares 6,746 $2.32M 0.38% -1,091 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: 4,529 shares; 2025Q1: 2,711 shares; 2025Q2: 3,718 shares; 2025Q3: 3,441 shares; 2025Q4: 5,103 shares; 2026Q1: 6,612 shares; 2026Q2: 6,175 shares; 2026Q3: 6,290 shares 6,290 $2.23M 0.36% +115 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,838 shares; 2026Q2: not reported; 2026Q3: 35,387 shares 35,387 $2.18M 0.35% new Timeline ISRA 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: 271,982 shares; 2025Q1: 293,088 shares; 2025Q2: 304,754 shares; 2025Q3: 43,059 shares; 2025Q4: 37,527 shares; 2026Q1: 34,633 shares; 2026Q2: 33,368 shares; 2026Q3: 31,670 shares 31,670 $2.11M 0.34% -1,698 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,699 shares; 2026Q2: 20,005 shares; 2026Q3: 14,361 shares 14,361 $2.09M 0.34% -5,644 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: 883 shares; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 3,643 shares; 2026Q1: 4,889 shares; 2026Q2: 4,938 shares; 2026Q3: 4,119 shares 4,119 $2.05M 0.33% -819 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,937 shares; 2026Q1: 126,423 shares; 2026Q2: 144,765 shares; 2026Q3: 99,801 shares 99,801 $2.01M 0.33% -44,964 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,979 shares; 2026Q2: 6,671 shares; 2026Q3: 4,731 shares 4,731 $1.99M 0.32% -1,940 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 7,212 shares 7,212 $1.98M 0.32% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 2,033 shares 2,033 $1.97M 0.32% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,663 shares; 2026Q3: 3,656 shares 3,656 $1.97M 0.32% -2,007 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,207 shares; 2025Q3: not reported; 2025Q4: 2,565 shares; 2026Q1: 2,359 shares; 2026Q2: 2,283 shares; 2026Q3: 1,994 shares 1,994 $1.89M 0.31% -289 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: 4,993 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,405 shares; 2025Q4: 15,559 shares; 2026Q1: 17,459 shares; 2026Q2: 20,473 shares; 2026Q3: 18,186 shares 18,186 $1.89M 0.31% -2,287 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,448 shares; 2025Q4: 13,098 shares; 2026Q1: 14,324 shares; 2026Q2: 16,807 shares; 2026Q3: 12,696 shares 12,696 $1.89M 0.31% -4,111 Timeline CSX CSX CORP More: the full row for CSX 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: 44,081 shares; 2026Q1: 47,151 shares; 2026Q2: 47,548 shares; 2026Q3: 39,395 shares 39,395 $1.83M 0.3% -8,153 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,945 shares 8,945 $1.83M 0.3% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,982 shares; 2026Q1: 2,064 shares; 2026Q2: 2,321 shares; 2026Q3: 1,895 shares 1,895 $1.81M 0.29% -426 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 22,298 shares; 2026Q3: 19,920 shares 19,920 $1.74M 0.28% -2,378 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA 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: 17,818 shares; 2026Q2: 19,619 shares; 2026Q3: 15,954 shares 15,954 $1.71M 0.28% -3,665 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,868 shares; 2025Q4: 9,564 shares; 2026Q1: 13,881 shares; 2026Q2: 17,777 shares; 2026Q3: 15,857 shares 15,857 $1.71M 0.28% -1,920 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 7,476 shares 7,476 $1.66M 0.27% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 19,759 shares 19,759 $1.65M 0.27% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,244 shares; 2025Q4: 4,650 shares; 2026Q1: 5,243 shares; 2026Q2: 4,166 shares; 2026Q3: 4,233 shares 4,233 $1.65M 0.27% +67 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: 4,314 shares; 2025Q1: 3,838 shares; 2025Q2: 5,264 shares; 2025Q3: 3,238 shares; 2025Q4: 3,523 shares; 2026Q1: 3,175 shares; 2026Q2: 3,194 shares; 2026Q3: 3,124 shares 3,124 $1.6M 0.26% -70 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 49,354 shares; 2026Q3: 63,137 shares 63,137 $1.54M 0.25% +13,783 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,951 shares 7,951 $1.48M 0.24% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,032 shares; 2025Q1: 11,927 shares; 2025Q2: 9,751 shares; 2025Q3: 8,302 shares; 2025Q4: 8,324 shares; 2026Q1: 8,439 shares; 2026Q2: 7,610 shares; 2026Q3: 8,715 shares 8,715 $1.45M 0.24% +1,105 Timeline PTIN 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: 47,977 shares; 2025Q1: 47,609 shares; 2025Q2: 47,192 shares; 2025Q3: 47,610 shares; 2025Q4: 43,139 shares; 2026Q1: 40,959 shares; 2026Q2: 37,266 shares; 2026Q3: 36,510 shares 36,510 $1.33M 0.22% -756 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,349 shares; 2025Q1: 35,705 shares; 2025Q2: 36,251 shares; 2025Q3: 39,016 shares; 2025Q4: 36,618 shares; 2026Q1: 35,464 shares; 2026Q2: 33,515 shares; 2026Q3: 33,146 shares 33,146 $1.3M 0.21% -369 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,406 shares; 2025Q1: 47,816 shares; 2025Q2: 47,311 shares; 2025Q3: 47,253 shares; 2025Q4: 47,356 shares; 2026Q1: 45,999 shares; 2026Q2: 45,239 shares; 2026Q3: 41,914 shares 41,914 $1.23M 0.2% -3,325 Timeline FVD 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: 47,438 shares; 2025Q1: 46,919 shares; 2025Q2: 44,115 shares; 2025Q3: 40,972 shares; 2025Q4: 37,391 shares; 2026Q1: 33,536 shares; 2026Q2: 30,719 shares; 2026Q3: 26,153 shares 26,153 $1.23M 0.2% -4,566 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,495 shares; 2025Q1: 9,726 shares; 2025Q2: 9,353 shares; 2025Q3: 8,538 shares; 2025Q4: 22,817 shares; 2026Q1: 24,612 shares; 2026Q2: 26,077 shares; 2026Q3: 29,026 shares 29,026 $1.13M 0.18% +2,949 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,337 shares; 2025Q3: 47,337 shares; 2025Q4: 47,337 shares; 2026Q1: 106,023 shares; 2026Q2: 110,642 shares; 2026Q3: 132,025 shares 132,025 $1.09M 0.18% +21,383 Timeline RDVY 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: 25,279 shares; 2025Q1: 25,924 shares; 2025Q2: 27,801 shares; 2025Q3: 29,426 shares; 2025Q4: 23,844 shares; 2026Q1: 19,287 shares; 2026Q2: 14,905 shares; 2026Q3: 13,674 shares 13,674 $1.07M 0.17% -1,231 Timeline FTCS 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: 16,144 shares; 2025Q1: 15,301 shares; 2025Q2: 13,064 shares; 2025Q3: 12,363 shares; 2025Q4: 12,131 shares; 2026Q1: 11,670 shares; 2026Q2: 11,459 shares; 2026Q3: 11,308 shares 11,308 $1.06M 0.17% -151 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: 26,209 shares; 2025Q1: 28,780 shares; 2025Q2: 30,571 shares; 2025Q3: 32,916 shares; 2025Q4: 25,069 shares; 2026Q1: 19,434 shares; 2026Q2: 16,225 shares; 2026Q3: 14,816 shares 14,816 $989K 0.16% -1,409 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,176 shares; 2025Q1: 9,973 shares; 2025Q2: 9,973 shares; 2025Q3: 9,973 shares; 2025Q4: 9,973 shares; 2026Q1: 9,973 shares; 2026Q2: 9,973 shares; 2026Q3: 9,973 shares 9,973 $984K 0.16% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,218 shares; 2025Q1: 2,604 shares; 2025Q2: 2,180 shares; 2025Q3: 1,942 shares; 2025Q4: 1,830 shares; 2026Q1: 1,551 shares; 2026Q2: 1,419 shares; 2026Q3: 1,297 shares 1,297 $959K 0.16% -122 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 244,012 shares; 2025Q1: 289,676 shares; 2025Q2: 296,285 shares; 2025Q3: 41,602 shares; 2025Q4: 33,390 shares; 2026Q1: 28,467 shares; 2026Q2: 26,182 shares; 2026Q3: 23,442 shares 23,442 $955K 0.16% -2,740 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,650 shares; 2025Q4: 6,655 shares; 2026Q1: 10,435 shares; 2026Q2: 12,732 shares; 2026Q3: 12,251 shares 12,251 $890K 0.14% -481 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,360 shares; 2025Q1: 39,215 shares; 2025Q2: 35,068 shares; 2025Q3: 29,036 shares; 2025Q4: 26,127 shares; 2026Q1: 25,871 shares; 2026Q2: 25,773 shares; 2026Q3: 25,895 shares 25,895 $845K 0.14% +122 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,609 shares; 2025Q1: 14,215 shares; 2025Q2: 13,662 shares; 2025Q3: 13,683 shares; 2025Q4: 13,444 shares; 2026Q1: 13,234 shares; 2026Q2: 13,470 shares; 2026Q3: 14,005 shares 14,005 $757K 0.12% +535 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 1,675 shares; 2025Q3: 1,823 shares; 2025Q4: 1,830 shares; 2026Q1: 2,151 shares; 2026Q2: 2,315 shares; 2026Q3: 2,590 shares 2,590 $705K 0.11% +275 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,578 shares; 2025Q2: 7,516 shares; 2025Q3: 18,156 shares; 2025Q4: 2,881 shares; 2026Q1: 2,537 shares; 2026Q2: 16,847 shares; 2026Q3: 3,209 shares 3,209 $653K 0.11% -13,638 Timeline AVUV 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: 8,125 shares; 2025Q1: 8,321 shares; 2025Q2: 8,635 shares; 2025Q3: 8,718 shares; 2025Q4: 6,411 shares; 2026Q1: 6,065 shares; 2026Q2: 5,245 shares; 2026Q3: 5,330 shares 5,330 $628K 0.1% +85 Timeline XMHQ 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: 6,663 shares; 2025Q1: 6,861 shares; 2025Q2: 7,028 shares; 2025Q3: 6,980 shares; 2025Q4: 6,584 shares; 2026Q1: 6,348 shares; 2026Q2: 5,718 shares; 2026Q3: 5,466 shares 5,466 $610K 0.1% -252 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,622 shares; 2025Q1: 20,119 shares; 2025Q2: 22,018 shares; 2025Q3: 22,106 shares; 2025Q4: 19,437 shares; 2026Q1: 18,322 shares; 2026Q2: 14,247 shares; 2026Q3: 14,246 shares 14,246 $608K 0.1% -1 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,489 shares; 2025Q1: 8,186 shares; 2025Q2: 13,934 shares; 2025Q3: 12,860 shares; 2025Q4: 13,037 shares; 2026Q1: 13,036 shares; 2026Q2: 13,023 shares; 2026Q3: 13,148 shares 13,148 $597K 0.1% +125 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: 4,050 shares; 2025Q1: 3,780 shares; 2025Q2: 2,349 shares; 2025Q3: 1,113 shares; 2025Q4: 1,085 shares; 2026Q1: 1,080 shares; 2026Q2: 6,527 shares; 2026Q3: 6,335 shares 6,335 $571K 0.09% -192 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: 3,760 shares; 2025Q1: 4,847 shares; 2025Q2: 4,855 shares; 2025Q3: 1,780 shares; 2025Q4: 1,725 shares; 2026Q1: 1,608 shares; 2026Q2: 1,661 shares; 2026Q3: 1,638 shares 1,638 $558K 0.09% -23 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,056 shares; 2025Q1: 3,287 shares; 2025Q2: 3,307 shares; 2025Q3: 3,319 shares; 2025Q4: 2,617 shares; 2026Q1: 2,621 shares; 2026Q2: 2,341 shares; 2026Q3: 2,341 shares 2,341 $547K 0.09% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,196 shares; 2025Q1: 15,250 shares; 2025Q2: 14,874 shares; 2025Q3: 14,489 shares; 2025Q4: 14,487 shares; 2026Q1: 13,842 shares; 2026Q2: 12,253 shares; 2026Q3: 11,896 shares 11,896 $475K 0.08% -357 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,026 shares; 2026Q1: 15,020 shares; 2026Q2: 16,497 shares; 2026Q3: 16,370 shares 16,370 $465K 0.08% -127 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: 3,197 shares; 2025Q1: 4,301 shares; 2025Q2: 4,902 shares; 2025Q3: 14,496 shares; 2025Q4: 1,308 shares; 2026Q1: not reported; 2026Q2: 5,248 shares; 2026Q3: 758 shares 758 $464K 0.08% -4,490 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: 2,762 shares; 2025Q1: 2,449 shares; 2025Q2: 2,174 shares; 2025Q3: 1,677 shares; 2025Q4: 1,174 shares; 2026Q1: not reported; 2026Q2: 726 shares; 2026Q3: 1,224 shares 1,224 $458K 0.07% +498 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,999 shares; 2025Q1: 7,702 shares; 2025Q2: 7,296 shares; 2025Q3: 7,650 shares; 2025Q4: 7,779 shares; 2026Q1: 8,793 shares; 2026Q2: 9,127 shares; 2026Q3: 9,792 shares 9,792 $454K 0.07% +665 Timeline SDVY 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: not reported; 2025Q1: not reported; 2025Q2: 12,726 shares; 2025Q3: 17,629 shares; 2025Q4: 14,475 shares; 2026Q1: 12,640 shares; 2026Q2: 11,756 shares; 2026Q3: 10,473 shares 10,473 $425K 0.07% -1,283 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: 617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 345 shares 345 $399K 0.06% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,920 shares; 2025Q1: 7,643 shares; 2025Q2: 7,201 shares; 2025Q3: 6,598 shares; 2025Q4: 6,675 shares; 2026Q1: 6,540 shares; 2026Q2: 6,518 shares; 2026Q3: 3,987 shares 3,987 $374K 0.06% -2,531 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,242 shares; 2025Q1: 8,391 shares; 2025Q2: 8,613 shares; 2025Q3: 8,645 shares; 2025Q4: 7,988 shares; 2026Q1: 8,185 shares; 2026Q2: 7,303 shares; 2026Q3: 7,848 shares 7,848 $374K 0.06% +545 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS 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: 10,124 shares; 2026Q1: 12,264 shares; 2026Q2: 13,070 shares; 2026Q3: 12,959 shares 12,959 $371K 0.06% -111 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: 10,627 shares; 2025Q1: 3,040 shares; 2025Q2: 4,358 shares; 2025Q3: 476 shares; 2025Q4: 484 shares; 2026Q1: 470 shares; 2026Q2: 470 shares; 2026Q3: 459 shares 459 $350K 0.06% -11 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: 4,423 shares; 2025Q1: 4,556 shares; 2025Q2: 4,699 shares; 2025Q3: 4,730 shares; 2025Q4: 4,994 shares; 2026Q1: 8,045 shares; 2026Q2: 7,378 shares; 2026Q3: 7,179 shares 7,179 $349K 0.06% -199 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: 14,295 shares; 2025Q1: 10,695 shares; 2025Q2: 8,937 shares; 2025Q3: 5,854 shares; 2025Q4: 5,402 shares; 2026Q1: 5,352 shares; 2026Q2: 5,236 shares; 2026Q3: 4,739 shares 4,739 $341K 0.06% -497 Timeline XMLV 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: 7,656 shares; 2025Q1: 7,713 shares; 2025Q2: 7,775 shares; 2025Q3: 7,781 shares; 2025Q4: 6,758 shares; 2026Q1: 6,019 shares; 2026Q2: 5,550 shares; 2026Q3: 5,314 shares 5,314 $335K 0.05% -236 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: 2,213 shares 2,213 $334K 0.05% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,992 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,279 shares; 2026Q1: 15,917 shares; 2026Q2: 9,414 shares; 2026Q3: 1,857 shares 1,857 $310K 0.05% -7,557 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,510 shares; 2025Q2: 6,082 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,082 shares 2,082 $301K 0.05% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,340 shares; 2025Q1: 9,696 shares; 2025Q2: 8,137 shares; 2025Q3: 7,690 shares; 2025Q4: 7,128 shares; 2026Q1: 6,288 shares; 2026Q2: 5,767 shares; 2026Q3: 5,485 shares 5,485 $299K 0.05% -282 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,357 shares; 2025Q1: 4,820 shares; 2025Q2: 4,443 shares; 2025Q3: 3,894 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,426 shares 3,426 $291K 0.05% new Timeline FDM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,768 shares; 2025Q4: 2,811 shares; 2026Q1: 2,984 shares; 2026Q2: 3,181 shares; 2026Q3: 3,252 shares 3,252 $285K 0.05% +71 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares; 2026Q3: 364 shares 364 $279K 0.05% 0 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: 2,930 shares; 2025Q1: 2,896 shares; 2025Q2: 2,881 shares; 2025Q3: 2,865 shares; 2025Q4: 2,851 shares; 2026Q1: 2,833 shares; 2026Q2: 2,818 shares; 2026Q3: 2,799 shares 2,799 $272K 0.04% -19 Timeline RWJ 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: 4,487 shares; 2025Q1: 4,926 shares; 2025Q2: 4,992 shares; 2025Q3: 5,591 shares; 2025Q4: 7,284 shares; 2026Q1: 6,949 shares; 2026Q2: 5,039 shares; 2026Q3: 4,702 shares 4,702 $264K 0.04% -337 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,348 shares 1,348 $263K 0.04% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 4,756 shares; 2025Q4: 5,011 shares; 2026Q1: 4,616 shares; 2026Q2: 4,537 shares; 2026Q3: 4,568 shares 4,568 $262K 0.04% +31 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,974 shares 4,974 $251K 0.04% new Timeline DFCA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,217 shares 5,217 $249K 0.04% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 2,240 shares 2,240 $247K 0.04% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 770 shares 770 $247K 0.04% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 2,293 shares 2,293 $246K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 7,322 shares; 2026Q3: 8,022 shares 8,022 $236K 0.04% +700 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: 10,823 shares; 2025Q1: 11,642 shares; 2025Q2: 11,679 shares; 2025Q3: 11,437 shares; 2025Q4: 9,248 shares; 2026Q1: 8,651 shares; 2026Q2: 4,401 shares; 2026Q3: 4,315 shares 4,315 $230K 0.04% -86 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,721 shares; 2025Q1: 10,851 shares; 2025Q2: 10,742 shares; 2025Q3: 11,595 shares; 2025Q4: 5,352 shares; 2026Q1: 5,247 shares; 2026Q2: 4,973 shares; 2026Q3: 5,019 shares 5,019 $224K 0.04% +46 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: 1,418 shares; 2025Q2: 1,649 shares; 2025Q3: not reported; 2025Q4: 388 shares; 2026Q1: 288 shares; 2026Q2: 273 shares; 2026Q3: 273 shares 273 $221K 0.04% 0 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,816 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,235 shares; 2026Q3: 7,089 shares 7,089 $215K 0.03% +854 Timeline ESLV STRATEGY SHS More: the full row for STRATEGY SHS 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: 7,730 shares 7,730 $214K 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,234 shares; 2025Q1: 1,325 shares; 2025Q2: 1,471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares; 2026Q3: 804 shares 804 $213K 0.03% +534 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: 1,557 shares; 2025Q1: 1,813 shares; 2025Q2: 1,222 shares; 2025Q3: 3,473 shares; 2025Q4: 619 shares; 2026Q1: 549 shares; 2026Q2: not reported; 2026Q3: 289 shares 289 $210K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,478 shares; 2025Q2: 3,358 shares; 2025Q3: not reported; 2025Q4: 4,019 shares; 2026Q1: 3,767 shares; 2026Q2: 3,659 shares; 2026Q3: 326 shares 326 $209K 0.03% -3,333 Timeline