VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154,916 shares; 2025Q1: 160,734 shares; 2025Q2: 159,210 shares; 2025Q3: 162,686 shares; 2025Q4: 161,984 shares; 2026Q1: 146,291 shares; 2026Q2: 150,917 shares 150,917 $55.8M 13.18% +4,626 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; 2024Q3: not loaded; 2024Q4: 69,703 shares; 2025Q1: 107,119 shares; 2025Q2: 170,110 shares; 2025Q3: 205,510 shares; 2025Q4: 1,376,244 shares; 2026Q1: 1,506,166 shares; 2026Q2: 1,423,756 shares 1,423,756 $36.6M 8.65% -82,410 Timeline CGCP 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; 2024Q3: not loaded; 2024Q4: 1,556,695 shares; 2025Q1: 1,636,597 shares; 2025Q2: 1,565,837 shares; 2025Q3: 1,612,249 shares; 2025Q4: 1,113,509 shares; 2026Q1: 1,191,768 shares; 2026Q2: 1,247,580 shares 1,247,580 $27.8M 6.56% +55,812 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 403,822 shares; 2025Q1: 436,985 shares; 2025Q2: 447,743 shares; 2025Q3: 459,325 shares; 2025Q4: 480,154 shares; 2026Q1: 476,445 shares; 2026Q2: 501,056 shares 501,056 $24.7M 5.83% +24,611 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,109 shares; 2025Q1: 65,371 shares; 2025Q2: 65,792 shares; 2025Q3: 67,896 shares; 2025Q4: 68,752 shares; 2026Q1: 70,239 shares; 2026Q2: 72,612 shares 72,612 $15.9M 3.76% +2,373 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,545 shares; 2025Q3: 25,259 shares; 2025Q4: 39,974 shares; 2026Q1: 257,812 shares; 2026Q2: 272,076 shares 272,076 $14.7M 3.47% +14,264 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; 2024Q3: not loaded; 2024Q4: 118,601 shares; 2025Q1: 128,423 shares; 2025Q2: 125,375 shares; 2025Q3: 131,014 shares; 2025Q4: 135,909 shares; 2026Q1: 140,453 shares; 2026Q2: 149,093 shares 149,093 $12.3M 2.9% +8,640 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,322 shares; 2025Q1: 88,343 shares; 2025Q2: 92,614 shares; 2025Q3: 96,656 shares; 2025Q4: 100,267 shares; 2026Q1: 107,243 shares; 2026Q2: 113,377 shares 113,377 $11.1M 2.63% +6,134 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136,886 shares; 2025Q1: 148,888 shares; 2025Q2: 145,364 shares; 2025Q3: 148,047 shares; 2025Q4: 152,262 shares; 2026Q1: 161,116 shares; 2026Q2: 170,477 shares 170,477 $10.6M 2.5% +9,361 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,870 shares; 2025Q1: 26,870 shares; 2025Q2: 26,870 shares; 2025Q3: 25,661 shares; 2025Q4: 25,661 shares; 2026Q1: 25,661 shares; 2026Q2: 21,584 shares 21,584 $9.35M 2.21% -4,077 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,757 shares; 2025Q1: 95,986 shares; 2025Q2: 96,107 shares; 2025Q3: 99,366 shares; 2025Q4: 103,620 shares; 2026Q1: 121,103 shares; 2026Q2: 130,018 shares 130,018 $9.26M 2.19% +8,915 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,285 shares; 2025Q1: 39,957 shares; 2025Q2: 316,824 shares; 2025Q3: 272,473 shares; 2025Q4: 259,898 shares; 2026Q1: 238,486 shares; 2026Q2: 176,850 shares 176,850 $8.26M 1.95% -61,636 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,753 shares; 2025Q1: 10,316 shares; 2025Q2: 13,611 shares; 2025Q3: 14,132 shares; 2025Q4: 20,108 shares; 2026Q1: 35,356 shares; 2026Q2: 36,025 shares 36,025 $7.67M 1.81% +669 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,770 shares; 2025Q1: 1,775 shares; 2025Q2: 2,527 shares; 2025Q3: 2,528 shares; 2025Q4: 2,342 shares; 2026Q1: 2,075 shares; 2026Q2: 6,354 shares 6,354 $7.33M 1.73% +4,279 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,270 shares; 2025Q1: 53,743 shares; 2025Q2: 53,860 shares; 2025Q3: 55,158 shares; 2025Q4: 55,839 shares; 2026Q1: 66,992 shares; 2026Q2: 70,111 shares 70,111 $7.17M 1.69% +3,119 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,210 shares; 2025Q1: 28,464 shares; 2025Q2: 185,896 shares; 2025Q3: 179,018 shares; 2025Q4: 157,475 shares; 2026Q1: 156,653 shares; 2026Q2: 151,814 shares 151,814 $6.79M 1.6% -4,839 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,998 shares; 2025Q1: 15,068 shares; 2025Q2: 158,728 shares; 2025Q3: 155,864 shares; 2025Q4: 138,197 shares; 2026Q1: 138,743 shares; 2026Q2: 138,744 shares 138,744 $6.14M 1.45% +1 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,325 shares; 2025Q1: 52,104 shares; 2025Q2: 55,746 shares; 2025Q3: 69,085 shares; 2025Q4: 127,721 shares; 2026Q1: 140,961 shares; 2026Q2: 135,287 shares 135,287 $5.54M 1.31% -5,674 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254,808 shares 254,808 $5.3M 1.25% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,743 shares; 2025Q1: 22,902 shares; 2025Q2: 140,702 shares; 2025Q3: 139,419 shares; 2025Q4: 137,784 shares; 2026Q1: 134,484 shares; 2026Q2: 119,857 shares 119,857 $5.16M 1.22% -14,627 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,329 shares; 2025Q1: 50,546 shares; 2025Q2: 64,168 shares; 2025Q3: 71,718 shares; 2025Q4: 77,039 shares; 2026Q1: 89,872 shares; 2026Q2: 106,710 shares 106,710 $5.04M 1.19% +16,838 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,635 shares; 2025Q1: 50,869 shares; 2025Q2: 59,596 shares; 2025Q3: 64,090 shares; 2025Q4: 100,718 shares; 2026Q1: 95,753 shares; 2026Q2: 88,810 shares 88,810 $4.21M 0.99% -6,943 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,159 shares; 2025Q1: 5,325 shares; 2025Q2: 5,661 shares; 2025Q3: 5,632 shares; 2025Q4: 5,552 shares; 2026Q1: 5,338 shares; 2026Q2: 5,423 shares 5,423 $4.05M 0.96% +85 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184,012 shares; 2025Q1: 200,818 shares; 2025Q2: 206,180 shares; 2025Q3: 210,441 shares; 2025Q4: 52,151 shares; 2026Q1: 50,548 shares; 2026Q2: 48,719 shares 48,719 $3.85M 0.91% -1,829 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,822 shares; 2025Q1: 12,824 shares; 2025Q2: 12,943 shares; 2025Q3: 13,037 shares; 2025Q4: 12,657 shares; 2026Q1: 12,388 shares; 2026Q2: 13,068 shares 13,068 $3.78M 0.89% +680 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172,895 shares 172,895 $3.55M 0.84% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,993 shares; 2025Q1: 3,993 shares; 2025Q2: 11,143 shares; 2025Q3: 11,143 shares; 2025Q4: 11,143 shares; 2026Q1: 11,609 shares; 2026Q2: 82,175 shares 82,175 $3.42M 0.81% +70,566 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; 2024Q3: not loaded; 2024Q4: 64,571 shares; 2025Q1: 63,528 shares; 2025Q2: 64,602 shares; 2025Q3: 62,826 shares; 2025Q4: 62,193 shares; 2026Q1: 60,919 shares; 2026Q2: 76,541 shares 76,541 $3.16M 0.75% +15,622 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,289 shares; 2025Q1: 44,962 shares; 2025Q2: 43,404 shares; 2025Q3: 66,259 shares; 2025Q4: 59,146 shares; 2026Q1: 53,671 shares; 2026Q2: 53,580 shares 53,580 $2.69M 0.63% -91 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,247 shares; 2025Q1: 80,289 shares; 2025Q2: 70,234 shares; 2025Q3: 70,119 shares; 2025Q4: 67,649 shares; 2026Q1: 64,267 shares; 2026Q2: 64,083 shares 64,083 $2.62M 0.62% -184 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,519 shares; 2025Q1: 147,471 shares; 2025Q2: 47,042 shares; 2025Q3: 47,033 shares; 2025Q4: 42,944 shares; 2026Q1: 49,244 shares; 2026Q2: 56,589 shares 56,589 $2.58M 0.61% +7,345 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,730 shares; 2025Q1: 54,237 shares; 2025Q2: 53,494 shares; 2025Q3: 52,982 shares; 2025Q4: 52,842 shares; 2026Q1: 53,007 shares; 2026Q2: 51,142 shares 51,142 $2.52M 0.59% -1,865 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,157 shares; 2025Q1: 6,237 shares; 2025Q2: 6,380 shares; 2025Q3: 6,220 shares; 2025Q4: 6,039 shares; 2026Q1: 6,370 shares; 2026Q2: 6,510 shares 6,510 $2.43M 0.57% +140 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,012 shares; 2025Q1: 83,352 shares; 2025Q2: 32,960 shares; 2025Q3: 32,011 shares; 2025Q4: 32,234 shares; 2026Q1: 49,770 shares; 2026Q2: 53,936 shares 53,936 $2.43M 0.57% +4,166 Timeline CGCB 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; 2024Q3: not loaded; 2024Q4: 30,553 shares; 2025Q1: 54,794 shares; 2025Q2: 67,610 shares; 2025Q3: 69,172 shares; 2025Q4: 67,548 shares; 2026Q1: 69,373 shares; 2026Q2: 86,009 shares 86,009 $2.25M 0.53% +16,636 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,728 shares; 2025Q1: 19,622 shares; 2025Q2: 18,884 shares; 2025Q3: 18,666 shares; 2025Q4: 20,426 shares; 2026Q1: 51,325 shares; 2026Q2: 49,017 shares 49,017 $1.95M 0.46% -2,308 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; 2024Q3: not loaded; 2024Q4: 13,573 shares; 2025Q1: 56,237 shares; 2025Q2: 53,929 shares; 2025Q3: 50,047 shares; 2025Q4: 43,804 shares; 2026Q1: 43,648 shares; 2026Q2: 42,494 shares 42,494 $1.94M 0.46% -1,154 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,681 shares; 2025Q1: 49,941 shares; 2025Q2: 45,155 shares; 2025Q3: 42,999 shares; 2025Q4: 41,668 shares; 2026Q1: 42,178 shares; 2026Q2: 39,215 shares 39,215 $1.86M 0.44% -2,963 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,043 shares; 2025Q1: 33,495 shares; 2025Q2: 33,951 shares; 2025Q3: 36,969 shares; 2025Q4: 36,234 shares; 2026Q1: 37,369 shares; 2026Q2: 36,160 shares 36,160 $1.82M 0.43% -1,209 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 11,080 shares; 2025Q3: 10,264 shares; 2025Q4: 10,800 shares; 2026Q1: 10,964 shares; 2026Q2: 10,754 shares 10,754 $1.74M 0.41% -210 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 536,124 shares; 2025Q1: 436,057 shares; 2025Q2: 41,352 shares; 2025Q3: 46,266 shares; 2025Q4: 39,969 shares; 2026Q1: 38,671 shares; 2026Q2: 36,670 shares 36,670 $1.72M 0.41% -2,001 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,969 shares; 2025Q1: 6,258 shares; 2025Q2: 6,979 shares; 2025Q3: 6,949 shares; 2025Q4: 6,892 shares; 2026Q1: 7,121 shares; 2026Q2: 7,148 shares 7,148 $1.7M 0.4% +27 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,405 shares; 2025Q1: 28,156 shares; 2025Q2: 28,156 shares; 2025Q3: 27,948 shares; 2025Q4: 28,016 shares; 2026Q1: 28,041 shares; 2026Q2: 28,140 shares 28,140 $1.7M 0.4% +99 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,732 shares; 2025Q1: 7,908 shares; 2025Q2: 7,829 shares; 2025Q3: 7,618 shares; 2025Q4: 7,312 shares; 2026Q1: 5,507 shares; 2026Q2: 20,925 shares 20,925 $1.69M 0.4% +15,418 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; 2024Q3: not loaded; 2024Q4: 32,217 shares; 2025Q1: 34,546 shares; 2025Q2: 43,552 shares; 2025Q3: 42,245 shares; 2025Q4: 41,849 shares; 2026Q1: 41,814 shares; 2026Q2: 41,913 shares 41,913 $1.67M 0.39% +99 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,293 shares; 2025Q1: 29,831 shares; 2025Q2: 35,934 shares; 2025Q3: 35,717 shares; 2025Q4: 35,101 shares; 2026Q1: 33,443 shares; 2026Q2: 33,338 shares 33,338 $1.57M 0.37% -105 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,926 shares; 2025Q1: 4,937 shares; 2025Q2: 4,940 shares; 2025Q3: 4,950 shares; 2025Q4: 4,987 shares; 2026Q1: 4,999 shares; 2026Q2: 5,022 shares 5,022 $1.54M 0.36% +23 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,395 shares; 2025Q1: 4,683 shares; 2025Q2: 5,642 shares; 2025Q3: 5,978 shares; 2025Q4: 6,174 shares; 2026Q1: 6,476 shares; 2026Q2: 7,530 shares 7,530 $1.51M 0.36% +1,054 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,776 shares; 2025Q1: 9,219 shares; 2025Q2: 46,484 shares; 2025Q3: 43,214 shares; 2025Q4: 41,327 shares; 2026Q1: 40,576 shares; 2026Q2: 35,672 shares 35,672 $1.47M 0.35% -4,904 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,680 shares; 2025Q1: 29,659 shares; 2025Q2: 29,672 shares; 2025Q3: 29,616 shares; 2025Q4: 35,504 shares; 2026Q1: 33,223 shares; 2026Q2: 32,286 shares 32,286 $1.34M 0.32% -937 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,777 shares; 2025Q1: 10,876 shares; 2025Q2: 12,958 shares; 2025Q3: 29,503 shares; 2025Q4: 29,491 shares; 2026Q1: 29,532 shares; 2026Q2: 29,505 shares 29,505 $1.28M 0.3% -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; 2024Q3: not loaded; 2024Q4: 3,097 shares; 2025Q1: 3,098 shares; 2025Q2: 8,657 shares; 2025Q3: 8,606 shares; 2025Q4: 8,497 shares; 2026Q1: 8,489 shares; 2026Q2: 8,514 shares 8,514 $1.25M 0.29% +25 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,407 shares; 2025Q1: 15,391 shares; 2025Q2: 15,381 shares; 2025Q3: 15,037 shares; 2025Q4: 14,767 shares; 2026Q1: 10,926 shares; 2026Q2: 32,789 shares 32,789 $1.25M 0.29% +21,863 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,369 shares; 2025Q1: 23,543 shares; 2025Q2: 23,188 shares; 2025Q3: 23,129 shares; 2025Q4: 22,738 shares; 2026Q1: 22,263 shares; 2026Q2: 21,296 shares 21,296 $1.2M 0.28% -967 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,476 shares; 2025Q1: 21,476 shares; 2025Q2: 21,453 shares; 2025Q3: 21,484 shares; 2025Q4: 21,538 shares; 2026Q1: 21,526 shares; 2026Q2: 21,526 shares 21,526 $1.14M 0.27% 0 Timeline CGMU 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; 2024Q3: not loaded; 2024Q4: 17,301 shares; 2025Q1: 24,009 shares; 2025Q2: 28,704 shares; 2025Q3: 31,201 shares; 2025Q4: 31,297 shares; 2026Q1: 35,321 shares; 2026Q2: 41,162 shares 41,162 $1.13M 0.27% +5,841 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,937 shares; 2025Q1: 2,962 shares; 2025Q2: 11,972 shares; 2025Q3: 11,894 shares; 2025Q4: 11,768 shares; 2026Q1: 12,534 shares; 2026Q2: 22,684 shares 22,684 $1.12M 0.26% +10,150 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,287 shares; 2025Q3: 1,286 shares; 2025Q4: 1,164 shares; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares 1,159 $1.08M 0.26% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,823 shares; 2025Q1: 44,230 shares; 2025Q2: 44,230 shares; 2025Q3: 41,906 shares; 2025Q4: 36,913 shares; 2026Q1: 36,533 shares; 2026Q2: 36,095 shares 36,095 $1.08M 0.26% -438 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,755 shares; 2025Q1: 1,730 shares; 2025Q2: 1,717 shares; 2025Q3: 1,527 shares; 2025Q4: 1,516 shares; 2026Q1: 1,504 shares; 2026Q2: 1,502 shares 1,502 $1.06M 0.25% -2 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,163 shares; 2025Q1: 6,421 shares; 2025Q2: 6,368 shares; 2025Q3: 6,050 shares; 2025Q4: 5,632 shares; 2026Q1: 4,863 shares; 2026Q2: 4,678 shares 4,678 $1.05M 0.25% -185 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 7,491 shares; 2025Q3: 7,760 shares; 2025Q4: 18,648 shares; 2026Q1: 21,542 shares; 2026Q2: 19,132 shares 19,132 $1.05M 0.25% -2,410 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,745 shares; 2025Q1: 25,901 shares; 2025Q2: 25,077 shares; 2025Q3: 22,983 shares; 2025Q4: 22,449 shares; 2026Q1: 22,088 shares; 2026Q2: 19,863 shares 19,863 $1.02M 0.24% -2,225 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,676 shares; 2025Q1: 35,236 shares; 2025Q2: 32,351 shares; 2025Q3: 31,464 shares; 2025Q4: 30,716 shares; 2026Q1: 30,160 shares; 2026Q2: 30,689 shares 30,689 $973K 0.23% +529 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 1,996 shares; 2025Q2: 2,089 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares; 2026Q1: 1,990 shares; 2026Q2: 1,913 shares 1,913 $957K 0.23% -77 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,894 shares; 2025Q1: 9,544 shares; 2025Q2: 9,444 shares; 2025Q3: 8,948 shares; 2025Q4: 17,900 shares; 2026Q1: 17,917 shares; 2026Q2: 17,793 shares 17,793 $945K 0.22% -124 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74,662 shares; 2025Q1: 80,513 shares; 2025Q2: 76,873 shares; 2025Q3: 78,863 shares; 2025Q4: 76,474 shares; 2026Q1: 7,792 shares; 2026Q2: 7,663 shares 7,663 $937K 0.22% -129 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,526 shares; 2025Q1: 15,375 shares; 2025Q2: 18,582 shares; 2025Q3: 18,369 shares; 2025Q4: 20,296 shares; 2026Q1: 20,181 shares; 2026Q2: 20,116 shares 20,116 $933K 0.22% -65 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,096 shares; 2025Q2: 14,768 shares; 2025Q3: 17,468 shares; 2025Q4: 17,839 shares; 2026Q1: 19,793 shares; 2026Q2: 20,685 shares 20,685 $899K 0.21% +892 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 931 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,082 shares; 2026Q2: 6,428 shares 6,428 $897K 0.21% +1,346 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,305 shares; 2025Q1: 13,814 shares; 2025Q2: 15,126 shares; 2025Q3: 20,142 shares; 2025Q4: 20,059 shares; 2026Q1: 19,991 shares; 2026Q2: 19,991 shares 19,991 $880K 0.21% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,138 shares; 2025Q1: 31,785 shares; 2025Q2: 24,179 shares; 2025Q3: 25,653 shares; 2025Q4: 26,012 shares; 2026Q1: 26,012 shares; 2026Q2: 25,848 shares 25,848 $878K 0.21% -164 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,762 shares; 2025Q1: 13,747 shares; 2025Q2: 13,747 shares; 2025Q3: 16,023 shares; 2025Q4: 23,056 shares; 2026Q1: 23,056 shares; 2026Q2: 23,056 shares 23,056 $861K 0.2% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,228 shares; 2025Q1: 16,225 shares; 2025Q2: 19,948 shares; 2025Q3: 17,997 shares; 2025Q4: 17,874 shares; 2026Q1: 18,984 shares; 2026Q2: 18,984 shares 18,984 $860K 0.2% 0 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,790 shares; 2025Q1: 26,790 shares; 2025Q2: 26,790 shares; 2025Q3: 26,030 shares; 2025Q4: 25,684 shares; 2026Q1: 25,684 shares; 2026Q2: 21,127 shares 21,127 $814K 0.19% -4,557 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,744 shares; 2025Q1: 17,744 shares; 2025Q2: 19,097 shares; 2025Q3: 19,097 shares; 2025Q4: 19,097 shares; 2026Q1: 19,097 shares; 2026Q2: 19,097 shares 19,097 $806K 0.19% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,622 shares; 2025Q1: 14,587 shares; 2025Q2: 14,684 shares; 2025Q3: 18,860 shares; 2025Q4: 16,698 shares; 2026Q1: 16,508 shares; 2026Q2: 16,508 shares 16,508 $805K 0.19% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,508 shares; 2025Q1: 11,460 shares; 2025Q2: 12,029 shares; 2025Q3: 12,029 shares; 2025Q4: 11,989 shares; 2026Q1: 11,989 shares; 2026Q2: 18,897 shares 18,897 $797K 0.19% +6,908 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,791 shares; 2025Q1: 13,077 shares; 2025Q2: 12,979 shares; 2025Q3: 12,923 shares; 2025Q4: 12,576 shares; 2026Q1: 10,514 shares; 2026Q2: 9,914 shares 9,914 $742K 0.18% -600 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 2,956 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,765 shares; 2026Q2: 15,858 shares 15,858 $741K 0.17% +11,093 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,357 shares; 2025Q1: 14,521 shares; 2025Q2: 13,710 shares; 2025Q3: 13,723 shares; 2025Q4: 13,547 shares; 2026Q1: 13,578 shares; 2026Q2: 13,600 shares 13,600 $729K 0.17% +22 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,116 shares; 2025Q1: 5,106 shares; 2025Q2: 5,055 shares; 2025Q3: 5,043 shares; 2025Q4: 5,106 shares; 2026Q1: 5,142 shares; 2026Q2: 5,225 shares 5,225 $714K 0.17% +83 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,133 shares; 2025Q1: 14,282 shares; 2025Q2: 13,258 shares; 2025Q3: 12,398 shares; 2025Q4: 11,064 shares; 2026Q1: 10,385 shares; 2026Q2: 10,351 shares 10,351 $709K 0.17% -34 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,253 shares; 2025Q1: 14,128 shares; 2025Q2: 14,128 shares; 2025Q3: 15,466 shares; 2025Q4: 15,478 shares; 2026Q1: 15,134 shares; 2026Q2: 15,102 shares 15,102 $695K 0.16% -32 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 242,916 shares; 2025Q1: 195,331 shares; 2025Q2: 10,331 shares; 2025Q3: 15,158 shares; 2025Q4: 15,987 shares; 2026Q1: 16,897 shares; 2026Q2: 16,764 shares 16,764 $694K 0.16% -133 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,327 shares; 2025Q1: 7,633 shares; 2025Q2: 7,633 shares; 2025Q3: 7,634 shares; 2025Q4: 7,754 shares; 2026Q1: 7,971 shares; 2026Q2: 8,303 shares 8,303 $686K 0.16% +332 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,996 shares; 2025Q1: 3,986 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,633 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares 2,890 $683K 0.16% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,697 shares; 2025Q1: 3,814 shares; 2025Q2: 3,814 shares; 2025Q3: 3,935 shares; 2025Q4: 3,939 shares; 2026Q1: 4,211 shares; 2026Q2: 4,216 shares 4,216 $637K 0.15% +5 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,964 shares; 2025Q1: 2,964 shares; 2025Q2: 10,046 shares; 2025Q3: 10,046 shares; 2025Q4: 10,347 shares; 2026Q1: 7,872 shares; 2026Q2: 11,304 shares 11,304 $635K 0.15% +3,432 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; 2024Q3: not loaded; 2024Q4: 6,431 shares; 2025Q1: 5,878 shares; 2025Q2: 5,793 shares; 2025Q3: 5,641 shares; 2025Q4: 4,234 shares; 2026Q1: 4,134 shares; 2026Q2: 4,124 shares 4,124 $627K 0.15% -10 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,657 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,742 shares; 2026Q1: 1,716 shares; 2026Q2: 1,743 shares 1,743 $623K 0.15% +27 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,265 shares; 2025Q1: 6,195 shares; 2025Q2: 5,597 shares; 2025Q3: 5,409 shares; 2025Q4: 5,433 shares; 2026Q1: 5,409 shares; 2026Q2: 5,441 shares 5,441 $616K 0.15% +32 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,266 shares; 2025Q1: 1,408 shares; 2025Q2: 1,597 shares; 2025Q3: 1,567 shares; 2025Q4: 1,611 shares; 2026Q1: 1,687 shares; 2026Q2: 1,707 shares 1,707 $603K 0.14% +20 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; 2024Q3: not loaded; 2024Q4: 12,244 shares; 2025Q1: 12,281 shares; 2025Q2: 12,732 shares; 2025Q3: 12,732 shares; 2025Q4: 12,715 shares; 2026Q1: 12,634 shares; 2026Q2: 12,506 shares 12,506 $597K 0.14% -128 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,430 shares; 2025Q1: 3,465 shares; 2025Q2: 3,127 shares; 2025Q3: 3,067 shares; 2025Q4: 3,632 shares; 2026Q1: 3,571 shares; 2026Q2: 3,531 shares 3,531 $560K 0.13% -40 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 648 shares; 2025Q2: 681 shares; 2025Q3: 661 shares; 2025Q4: 662 shares; 2026Q1: 732 shares; 2026Q2: 756 shares 756 $556K 0.13% +24 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,090 shares; 2025Q1: 4,140 shares; 2025Q2: 4,280 shares; 2025Q3: 4,273 shares; 2025Q4: 4,460 shares; 2026Q1: 4,002 shares; 2026Q2: 4,139 shares 4,139 $547K 0.13% +137 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; 2024Q3: not loaded; 2024Q4: 4,009 shares; 2025Q1: 4,026 shares; 2025Q2: 4,026 shares; 2025Q3: 4,026 shares; 2025Q4: 4,026 shares; 2026Q1: 4,026 shares; 2026Q2: 9,127 shares 9,127 $537K 0.13% +5,101 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,943 shares; 2025Q1: 17,320 shares; 2025Q2: 22,255 shares; 2025Q3: 22,255 shares; 2025Q4: 20,219 shares; 2026Q1: 19,541 shares; 2026Q2: 12,962 shares 12,962 $533K 0.13% -6,579 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,541 shares; 2025Q1: 25,236 shares; 2025Q2: 12,785 shares; 2025Q3: 12,675 shares; 2025Q4: 11,483 shares; 2026Q1: 11,483 shares; 2026Q2: 11,483 shares 11,483 $494K 0.12% 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; 2024Q3: not loaded; 2024Q4: 3,323 shares; 2025Q1: 3,679 shares; 2025Q2: 3,714 shares; 2025Q3: 3,728 shares; 2025Q4: 3,728 shares; 2026Q1: 3,761 shares; 2026Q2: 4,008 shares 4,008 $467K 0.11% +247 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,615 shares; 2025Q1: 34,389 shares; 2025Q2: 32,964 shares; 2025Q3: 26,637 shares; 2025Q4: 25,564 shares; 2026Q1: 22,356 shares; 2026Q2: 20,991 shares 20,991 $466K 0.11% -1,365 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,470 shares 3,470 $462K 0.11% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 371 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $461K 0.11% 0 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,791 shares; 2025Q1: 7,823 shares; 2025Q2: 7,823 shares; 2025Q3: 7,823 shares; 2025Q4: 7,823 shares; 2026Q1: 7,823 shares; 2026Q2: 7,823 shares 7,823 $450K 0.11% 0 Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,657 shares; 2025Q1: 8,060 shares; 2025Q2: 10,401 shares; 2025Q3: 10,401 shares; 2025Q4: 12,050 shares; 2026Q1: 12,050 shares; 2026Q2: 12,050 shares 12,050 $435K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 965 shares; 2025Q3: 948 shares; 2025Q4: 1,153 shares; 2026Q1: 1,207 shares; 2026Q2: 1,164 shares 1,164 $428K 0.1% -43 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 3,404 shares 3,404 $422K 0.1% +2,553 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,247 shares; 2025Q1: 7,171 shares; 2025Q2: 6,546 shares; 2025Q3: 6,510 shares; 2025Q4: 6,510 shares; 2026Q1: 4,488 shares; 2026Q2: 4,488 shares 4,488 $418K 0.1% 0 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 2,483 shares; 2025Q2: 1,837 shares; 2025Q3: 9,334 shares; 2025Q4: 13,496 shares; 2026Q1: 13,483 shares; 2026Q2: 13,483 shares 13,483 $415K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,620 shares; 2026Q2: 1,602 shares 1,602 $403K 0.1% -18 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,863 shares; 2026Q2: 5,863 shares 5,863 $389K 0.09% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,337 shares; 2025Q1: 6,287 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 9,274 shares; 2026Q1: 9,274 shares; 2026Q2: 9,274 shares 9,274 $387K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,477 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,435 shares; 2025Q4: 1,418 shares; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $382K 0.09% 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; 2024Q3: not loaded; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 878 shares; 2025Q3: 9,043 shares; 2025Q4: 7,943 shares; 2026Q1: 7,916 shares; 2026Q2: 7,047 shares 7,047 $382K 0.09% -869 Timeline CGSM 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; 2024Q3: not loaded; 2024Q4: 14,195 shares; 2025Q1: 14,223 shares; 2025Q2: 14,253 shares; 2025Q3: 14,283 shares; 2025Q4: 14,314 shares; 2026Q1: 14,343 shares; 2026Q2: 14,370 shares 14,370 $379K 0.09% +27 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,077 shares; 2025Q1: 12,789 shares; 2025Q2: 12,789 shares; 2025Q3: 13,071 shares; 2025Q4: 13,050 shares; 2026Q1: 11,543 shares; 2026Q2: 9,017 shares 9,017 $372K 0.09% -2,526 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,478 shares; 2025Q1: 7,411 shares; 2025Q2: 7,411 shares; 2025Q3: 7,411 shares; 2025Q4: 7,232 shares; 2026Q1: 7,232 shares; 2026Q2: 7,232 shares 7,232 $365K 0.09% 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; 2024Q3: not loaded; 2024Q4: 8,924 shares; 2025Q1: 8,857 shares; 2025Q2: 8,857 shares; 2025Q3: 8,857 shares; 2025Q4: 8,857 shares; 2026Q1: 8,783 shares; 2026Q2: 8,127 shares 8,127 $360K 0.08% -656 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 307 shares; 2025Q2: 444 shares; 2025Q3: 473 shares; 2025Q4: 501 shares; 2026Q1: 530 shares; 2026Q2: 636 shares 636 $358K 0.08% +106 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 541 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 469 shares 469 $351K 0.08% -18 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 274 shares; 2025Q2: 291 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares; 2026Q2: 326 shares 326 $347K 0.08% +13 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,775 shares; 2025Q1: 4,531 shares; 2025Q2: 4,363 shares; 2025Q3: 4,193 shares; 2025Q4: 4,170 shares; 2026Q1: 4,179 shares; 2026Q2: 3,469 shares 3,469 $343K 0.08% -710 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $336K 0.08% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 713 shares; 2025Q1: 1,455 shares; 2025Q2: 231 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,061 shares 6,061 $333K 0.08% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,570 shares; 2025Q1: 15,143 shares; 2025Q2: 9,113 shares; 2025Q3: 9,113 shares; 2025Q4: 9,080 shares; 2026Q1: 7,825 shares; 2026Q2: 7,825 shares 7,825 $326K 0.08% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,759 shares; 2025Q1: 12,542 shares; 2025Q2: 7,687 shares; 2025Q3: 7,499 shares; 2025Q4: 7,470 shares; 2026Q1: 6,945 shares; 2026Q2: 7,074 shares 7,074 $324K 0.08% +129 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,749 shares; 2025Q1: 4,549 shares; 2025Q2: 4,549 shares; 2025Q3: 4,528 shares; 2025Q4: 3,801 shares; 2026Q1: 3,801 shares; 2026Q2: 3,972 shares 3,972 $322K 0.08% +171 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,371 shares; 2025Q1: 11,371 shares; 2025Q2: 13,043 shares; 2025Q3: 13,043 shares; 2025Q4: 11,563 shares; 2026Q1: 11,518 shares; 2026Q2: 11,367 shares 11,367 $322K 0.08% -151 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares; 2026Q1: 4,084 shares; 2026Q2: 4,084 shares 4,084 $318K 0.08% 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; 2024Q3: not loaded; 2024Q4: 1,989 shares; 2025Q1: 1,992 shares; 2025Q2: 1,995 shares; 2025Q3: 1,787 shares; 2025Q4: 1,910 shares; 2026Q1: 1,912 shares; 2026Q2: 1,979 shares 1,979 $305K 0.07% +67 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,210 shares; 2025Q1: 1,156 shares; 2025Q2: 1,146 shares; 2025Q3: 1,092 shares; 2025Q4: 1,149 shares; 2026Q1: 1,188 shares; 2026Q2: 1,182 shares 1,182 $300K 0.07% -6 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares; 2026Q2: 6,767 shares 6,767 $300K 0.07% -508 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 864 shares 864 $296K 0.07% +13 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,227 shares; 2025Q1: 12,860 shares; 2025Q2: 10,689 shares; 2025Q3: 10,689 shares; 2025Q4: 10,689 shares; 2026Q1: 10,689 shares; 2026Q2: 10,689 shares 10,689 $296K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,444 shares; 2025Q1: 1,285 shares; 2025Q2: 1,109 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 729 shares; 2026Q2: 691 shares 691 $290K 0.07% -38 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 218 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 245 shares 245 $288K 0.07% +5 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,123 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,358 shares 2,358 $276K 0.07% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,059 shares; 2025Q3: not reported; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares; 2026Q2: 2,132 shares 2,132 $273K 0.06% +40 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 467 shares; 2025Q1: 321 shares; 2025Q2: 2,478 shares; 2025Q3: not reported; 2025Q4: 4,670 shares; 2026Q1: 4,670 shares; 2026Q2: 4,670 shares 4,670 $273K 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,799 shares; 2025Q1: 1,800 shares; 2025Q2: 1,592 shares; 2025Q3: 1,640 shares; 2025Q4: 1,632 shares; 2026Q1: 1,739 shares; 2026Q2: 1,596 shares 1,596 $264K 0.06% -143 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: 1,414 shares; 2025Q2: 1,418 shares; 2025Q3: 1,381 shares; 2025Q4: 1,384 shares; 2026Q1: 1,387 shares; 2026Q2: 1,390 shares 1,390 $263K 0.06% +3 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,498 shares 10,498 $261K 0.06% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares; 2026Q1: 1,776 shares; 2026Q2: 1,776 shares 1,776 $260K 0.06% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,811 shares; 2025Q1: 4,440 shares; 2025Q2: 5,246 shares; 2025Q3: 5,246 shares; 2025Q4: 5,246 shares; 2026Q1: 5,246 shares; 2026Q2: 4,972 shares 4,972 $259K 0.06% -274 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 728 shares; 2025Q1: 719 shares; 2025Q2: 734 shares; 2025Q3: 747 shares; 2025Q4: 715 shares; 2026Q1: 716 shares; 2026Q2: 721 shares 721 $254K 0.06% +5 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,707 shares; 2025Q1: 5,707 shares; 2025Q2: 5,707 shares; 2025Q3: 5,707 shares; 2025Q4: 5,707 shares; 2026Q1: 5,707 shares; 2026Q2: 5,707 shares 5,707 $249K 0.06% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,592 shares; 2025Q3: 3,536 shares; 2025Q4: 3,431 shares; 2026Q1: 3,372 shares; 2026Q2: 3,378 shares 3,378 $249K 0.06% +6 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,996 shares; 2025Q1: 2,609 shares; 2025Q2: 2,610 shares; 2025Q3: 2,526 shares; 2025Q4: 2,473 shares; 2026Q1: 2,474 shares; 2026Q2: 2,559 shares 2,559 $244K 0.06% +85 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,053 shares 8,053 $244K 0.06% new Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,591 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,571 shares 4,571 $243K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $239K 0.06% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,758 shares; 2025Q1: 6,758 shares; 2025Q2: 6,758 shares; 2025Q3: 6,758 shares; 2025Q4: 6,758 shares; 2026Q1: 6,758 shares; 2026Q2: 6,758 shares 6,758 $238K 0.06% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,448 shares; 2026Q2: 2,394 shares 2,394 $235K 0.06% -54 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,411 shares; 2025Q1: 5,411 shares; 2025Q2: 5,145 shares; 2025Q3: 6,944 shares; 2025Q4: 6,944 shares; 2026Q1: 5,727 shares; 2026Q2: 5,607 shares 5,607 $235K 0.06% -120 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,522 shares; 2025Q1: 2,526 shares; 2025Q2: 2,529 shares; 2025Q3: 2,533 shares; 2025Q4: 2,536 shares; 2026Q1: 2,539 shares; 2026Q2: 2,543 shares 2,543 $234K 0.06% +4 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 212 shares; 2025Q2: 229 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $228K 0.05% new Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $222K 0.05% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,519 shares; 2025Q3: 5,919 shares; 2025Q4: 6,260 shares; 2026Q1: 5,936 shares; 2026Q2: 5,416 shares 5,416 $214K 0.05% -520 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,480 shares; 2025Q1: 2,691 shares; 2025Q2: 2,541 shares; 2025Q3: 2,541 shares; 2025Q4: 2,472 shares; 2026Q1: not reported; 2026Q2: 2,218 shares 2,218 $213K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,678 shares; 2025Q1: 1,556 shares; 2025Q2: 1,553 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,613 shares; 2026Q2: 1,569 shares 1,569 $212K 0.05% -44 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $211K 0.05% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 176 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208 shares 208 $210K 0.05% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,722 shares; 2026Q2: 3,722 shares 3,722 $208K 0.05% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,539 shares; 2025Q1: 837 shares; 2025Q2: 694 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares 681 $204K 0.05% new Timeline