BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,751 shares; 2025Q2: 230,107 shares; 2025Q3: 227,807 shares; 2025Q4: 263,406 shares; 2026Q1: 257,377 shares; 2026Q2: 390,319 shares 390,319 $56M 8.07% +132,942 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: 92,311 shares; 2024Q4: 89,704 shares; 2025Q1: 90,307 shares; 2025Q2: 75,285 shares; 2025Q3: 73,768 shares; 2025Q4: 64,312 shares; 2026Q1: 62,949 shares; 2026Q2: 61,350 shares 61,350 $45.8M 6.6% -1,599 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: 82,845 shares; 2024Q4: 85,274 shares; 2025Q1: 88,030 shares; 2025Q2: 88,614 shares; 2025Q3: 87,161 shares; 2025Q4: 99,302 shares; 2026Q1: 91,513 shares; 2026Q2: 343,894 shares 343,894 $42.7M 6.15% +252,381 Timeline SPTM 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: 554,082 shares; 2024Q4: 604,320 shares; 2025Q1: 742,890 shares; 2025Q2: 745,693 shares; 2025Q3: 693,639 shares; 2025Q4: 586,743 shares; 2026Q1: 411,814 shares; 2026Q2: 420,062 shares 420,062 $38.1M 5.5% +8,248 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,216 shares; 2024Q4: 115,467 shares; 2025Q1: 131,054 shares; 2025Q2: 133,457 shares; 2025Q3: 132,616 shares; 2025Q4: 130,203 shares; 2026Q1: 116,695 shares; 2026Q2: 81,738 shares 81,738 $28.1M 4.05% -34,957 Timeline FDVV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 503,615 shares; 2025Q4: 440,861 shares; 2026Q1: 437,123 shares; 2026Q2: 433,835 shares 433,835 $26.2M 3.77% -3,288 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 594,825 shares; 2026Q2: 598,332 shares 598,332 $25.8M 3.73% +3,507 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 288,156 shares; 2025Q1: 289,348 shares; 2025Q2: 290,457 shares; 2025Q3: 281,597 shares; 2025Q4: 246,478 shares; 2026Q1: 238,624 shares; 2026Q2: 236,017 shares 236,017 $23.9M 3.44% -2,607 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,070 shares; 2024Q4: 222,425 shares; 2025Q1: 100,587 shares; 2025Q2: 100,242 shares; 2025Q3: 99,234 shares; 2025Q4: 96,135 shares; 2026Q1: 93,480 shares; 2026Q2: 93,413 shares 93,413 $22.6M 3.26% -67 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 688,887 shares; 2025Q4: 673,751 shares; 2026Q1: 429,028 shares; 2026Q2: 436,568 shares 436,568 $20.4M 2.95% +7,540 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666,836 shares; 2024Q4: 681,506 shares; 2025Q1: 693,718 shares; 2025Q2: 697,973 shares; 2025Q3: 699,503 shares; 2025Q4: 646,065 shares; 2026Q1: 639,789 shares; 2026Q2: 313,553 shares 313,553 $19.1M 2.75% -326,236 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,259 shares; 2024Q4: 414,823 shares; 2025Q1: 400,821 shares; 2025Q2: 403,939 shares; 2025Q3: 392,550 shares; 2025Q4: 340,414 shares; 2026Q1: 340,102 shares; 2026Q2: 159,963 shares 159,963 $19M 2.74% -180,139 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 459 shares; 2025Q1: 409 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 113,093 shares 113,093 $18.5M 2.66% +112,688 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 206,887 shares 206,887 $18.2M 2.62% +206,707 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,970 shares; 2025Q2: 133,416 shares; 2025Q3: 128,044 shares; 2025Q4: 330,547 shares; 2026Q1: 373,165 shares; 2026Q2: 372,259 shares 372,259 $18.1M 2.6% -906 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: 4,626 shares; 2024Q4: 5,053 shares; 2025Q1: 5,237 shares; 2025Q2: 5,218 shares; 2025Q3: 5,184 shares; 2025Q4: 5,271 shares; 2026Q1: 93,536 shares; 2026Q2: 66,209 shares 66,209 $14.1M 2.03% -27,327 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,652 shares; 2024Q4: 93,623 shares; 2025Q1: 92,766 shares; 2025Q2: 92,960 shares; 2025Q3: 91,844 shares; 2025Q4: 73,440 shares; 2026Q1: 72,924 shares; 2026Q2: 72,990 shares 72,990 $13.5M 1.95% +66 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 3,476 shares; 2025Q1: 3,453 shares; 2025Q2: 27,738 shares; 2025Q3: 46,794 shares; 2025Q4: 48,765 shares; 2026Q1: 49,477 shares; 2026Q2: 41,422 shares 41,422 $12.5M 1.81% -8,055 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: 8,738 shares; 2024Q4: 14,571 shares; 2025Q1: 15,705 shares; 2025Q2: 9,204 shares; 2025Q3: 9,736 shares; 2025Q4: 9,101 shares; 2026Q1: 11,295 shares; 2026Q2: 9,150 shares 9,150 $10.6M 1.52% -2,145 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,171 shares; 2024Q4: 73,979 shares; 2025Q1: 113,965 shares; 2025Q2: 109,251 shares; 2025Q3: 104,442 shares; 2025Q4: 89,693 shares; 2026Q1: 100,768 shares; 2026Q2: 100,926 shares 100,926 $10.1M 1.46% +158 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: 41,325 shares; 2024Q4: 40,863 shares; 2025Q1: 41,188 shares; 2025Q2: 36,938 shares; 2025Q3: 36,411 shares; 2025Q4: 35,926 shares; 2026Q1: 34,410 shares; 2026Q2: 34,800 shares 34,800 $10.1M 1.45% +390 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,948 shares; 2024Q4: 15,255 shares; 2025Q1: 20,982 shares; 2025Q2: 289,195 shares; 2025Q3: 286,956 shares; 2025Q4: 286,781 shares; 2026Q1: 285,020 shares; 2026Q2: 276,044 shares 276,044 $9.46M 1.36% -8,976 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: 54,622 shares; 2024Q4: 53,696 shares; 2025Q1: 49,987 shares; 2025Q2: 50,631 shares; 2025Q3: 48,148 shares; 2025Q4: 42,789 shares; 2026Q1: 44,315 shares; 2026Q2: 44,654 shares 44,654 $8.93M 1.29% +339 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: 18,776 shares; 2024Q4: 19,335 shares; 2025Q1: 20,952 shares; 2025Q2: 21,548 shares; 2025Q3: 22,704 shares; 2025Q4: 21,722 shares; 2026Q1: 23,002 shares; 2026Q2: 23,175 shares 23,175 $8.19M 1.18% +173 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: 25,997 shares; 2024Q4: 24,493 shares; 2025Q1: 25,406 shares; 2025Q2: 25,442 shares; 2025Q3: 27,022 shares; 2025Q4: 29,691 shares; 2026Q1: 33,407 shares; 2026Q2: 33,923 shares 33,923 $8.09M 1.17% +516 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,443 shares; 2024Q4: 70,768 shares; 2025Q1: 70,238 shares; 2025Q2: 69,828 shares; 2025Q3: 67,909 shares; 2025Q4: 61,553 shares; 2026Q1: 64,379 shares; 2026Q2: 64,730 shares 64,730 $7.57M 1.09% +351 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,447 shares; 2024Q4: 11,952 shares; 2025Q1: 13,405 shares; 2025Q2: 13,705 shares; 2025Q3: 14,235 shares; 2025Q4: 15,449 shares; 2026Q1: 16,798 shares; 2026Q2: 16,978 shares 16,978 $6.41M 0.92% +180 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: 18,535 shares; 2024Q4: 21,031 shares; 2025Q1: 18,371 shares; 2025Q2: 18,477 shares; 2025Q3: 17,922 shares; 2025Q4: 19,274 shares; 2026Q1: 16,071 shares; 2026Q2: 16,534 shares 16,534 $6.18M 0.89% +463 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: 12,825 shares; 2024Q4: 13,680 shares; 2025Q1: 13,072 shares; 2025Q2: 10,692 shares; 2025Q3: 11,421 shares; 2025Q4: 12,869 shares; 2026Q1: 15,713 shares; 2026Q2: 16,215 shares 16,215 $6.05M 0.87% +502 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares; 2026Q2: 2,475 shares 2,475 $5.63M 0.81% +39 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 reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 2,791 shares; 2025Q3: 5,218 shares; 2025Q4: 5,831 shares; 2026Q1: 6,185 shares; 2026Q2: 4,715 shares 4,715 $4.77M 0.69% -1,470 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,005 shares; 2024Q4: 21,194 shares; 2025Q1: 22,794 shares; 2025Q2: 23,913 shares; 2025Q3: 29,712 shares; 2025Q4: 33,435 shares; 2026Q1: 33,760 shares; 2026Q2: 36,961 shares 36,961 $4.68M 0.67% +3,201 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,272 shares; 2024Q4: 10,494 shares; 2025Q1: 9,337 shares; 2025Q2: 9,808 shares; 2025Q3: 10,543 shares; 2025Q4: 11,697 shares; 2026Q1: 12,226 shares; 2026Q2: 12,746 shares 12,746 $4.62M 0.67% +520 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: 4,626 shares; 2024Q4: 4,812 shares; 2025Q1: 5,016 shares; 2025Q2: 5,264 shares; 2025Q3: 5,548 shares; 2025Q4: 5,700 shares; 2026Q1: 4,124 shares; 2026Q2: 4,164 shares 4,164 $4.43M 0.64% +40 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,321 shares; 2024Q4: 84,277 shares; 2025Q1: 81,471 shares; 2025Q2: 83,378 shares; 2025Q3: 88,465 shares; 2025Q4: 91,407 shares; 2026Q1: 86,891 shares; 2026Q2: 87,482 shares 87,482 $4.4M 0.63% +591 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,372 shares; 2025Q1: 15,483 shares; 2025Q2: 16,136 shares; 2025Q3: 17,636 shares; 2025Q4: 19,872 shares; 2026Q1: 20,089 shares; 2026Q2: 19,264 shares 19,264 $4.29M 0.62% -825 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,859 shares; 2026Q1: 30,775 shares; 2026Q2: 43,025 shares 43,025 $4.26M 0.61% +12,250 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,148 shares; 2025Q4: 6,069 shares; 2026Q1: 7,135 shares; 2026Q2: 7,170 shares 7,170 $4.16M 0.6% +35 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: 20,201 shares; 2024Q4: 21,866 shares; 2025Q1: 23,378 shares; 2025Q2: 23,768 shares; 2025Q3: 25,140 shares; 2025Q4: 38,357 shares; 2026Q1: 32,601 shares; 2026Q2: 25,308 shares 25,308 $3.71M 0.53% -7,293 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: 2,085 shares; 2024Q4: 2,211 shares; 2025Q1: 2,264 shares; 2025Q2: 2,378 shares; 2025Q3: 2,546 shares; 2025Q4: 2,989 shares; 2026Q1: 2,966 shares; 2026Q2: 3,052 shares 3,052 $3.66M 0.53% +86 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,402 shares; 2024Q4: 7,476 shares; 2025Q1: 6,333 shares; 2025Q2: 6,423 shares; 2025Q3: 6,901 shares; 2025Q4: 7,560 shares; 2026Q1: 8,454 shares; 2026Q2: 7,051 shares 7,051 $3.62M 0.52% -1,403 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,134 shares; 2025Q2: 24,662 shares; 2025Q3: 28,383 shares; 2025Q4: 31,224 shares; 2026Q1: 32,618 shares; 2026Q2: 33,392 shares 33,392 $3.45M 0.5% +774 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,579 shares; 2024Q4: 12,858 shares; 2025Q1: 13,124 shares; 2025Q2: 13,828 shares; 2025Q3: 13,867 shares; 2025Q4: 15,279 shares; 2026Q1: 13,156 shares; 2026Q2: 13,107 shares 13,107 $3.35M 0.48% -49 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,157 shares; 2024Q4: 36,257 shares; 2025Q1: 43,244 shares; 2025Q2: 43,751 shares; 2025Q3: 47,910 shares; 2025Q4: 54,040 shares; 2026Q1: 50,291 shares; 2026Q2: 50,409 shares 50,409 $3.17M 0.46% +118 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,445 shares; 2024Q4: 7,540 shares; 2025Q1: 7,786 shares; 2025Q2: 8,132 shares; 2025Q3: 8,636 shares; 2025Q4: 9,362 shares; 2026Q1: 9,231 shares; 2026Q2: 9,594 shares 9,594 $3.14M 0.45% +363 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: 8,985 shares; 2024Q4: 9,392 shares; 2025Q1: 10,077 shares; 2025Q2: 10,152 shares; 2025Q3: 11,545 shares; 2025Q4: 13,410 shares; 2026Q1: 15,890 shares; 2026Q2: 8,337 shares 8,337 $2.94M 0.42% -7,553 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: 24,503 shares; 2024Q4: 25,020 shares; 2025Q1: 25,636 shares; 2025Q2: 26,496 shares; 2025Q3: 27,741 shares; 2025Q4: 30,570 shares; 2026Q1: 21,014 shares; 2026Q2: 20,874 shares 20,874 $2.85M 0.41% -140 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: 2,183 shares; 2024Q4: 2,221 shares; 2025Q1: 2,268 shares; 2025Q2: 2,285 shares; 2025Q3: 2,504 shares; 2025Q4: 3,101 shares; 2026Q1: 2,927 shares; 2026Q2: 3,039 shares 3,039 $2.84M 0.41% +112 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: 21,330 shares; 2024Q4: 15,265 shares; 2025Q1: 10,318 shares; 2025Q2: 10,457 shares; 2025Q3: 10,665 shares; 2025Q4: 11,263 shares; 2026Q1: 10,881 shares; 2026Q2: 10,862 shares 10,862 $2.76M 0.4% -19 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,199 shares; 2026Q2: 5,660 shares 5,660 $2.74M 0.39% +461 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,896 shares 12,896 $2.7M 0.39% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,294 shares; 2025Q4: 2,921 shares; 2026Q1: 3,314 shares; 2026Q2: 10,793 shares 10,793 $2.68M 0.39% +7,479 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,325 shares; 2025Q3: 17,482 shares; 2025Q4: 21,809 shares; 2026Q1: 21,566 shares; 2026Q2: 22,526 shares 22,526 $2.55M 0.37% +960 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,222 shares; 2026Q1: 38,470 shares; 2026Q2: 13,385 shares 13,385 $2.55M 0.37% -25,085 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,996 shares; 2026Q2: 20,439 shares 20,439 $2.4M 0.35% +1,443 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,249 shares 12,249 $2.09M 0.3% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 838 shares; 2025Q1: 845 shares; 2025Q2: 861 shares; 2025Q3: 2,006 shares; 2025Q4: 969 shares; 2026Q1: 3,068 shares; 2026Q2: 3,324 shares 3,324 $1.87M 0.27% +256 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,645 shares; 2024Q4: 57,645 shares; 2025Q1: 57,645 shares; 2025Q2: 57,645 shares; 2025Q3: 57,645 shares; 2025Q4: 57,645 shares; 2026Q1: 57,645 shares; 2026Q2: 57,645 shares 57,645 $1.85M 0.27% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,231 shares; 2026Q1: 9,668 shares; 2026Q2: 9,691 shares 9,691 $1.84M 0.26% +23 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,284 shares; 2026Q1: 21,327 shares; 2026Q2: 23,742 shares 23,742 $1.7M 0.24% +2,415 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,647 shares; 2024Q4: 5,081 shares; 2025Q1: 5,254 shares; 2025Q2: 6,112 shares; 2025Q3: 6,059 shares; 2025Q4: 4,551 shares; 2026Q1: 4,506 shares; 2026Q2: 4,566 shares 4,566 $1.69M 0.24% +60 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,599 shares 15,599 $1.56M 0.23% new 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,774 shares; 2025Q2: 1,790 shares; 2025Q3: 1,780 shares; 2025Q4: 2,973 shares; 2026Q1: 3,262 shares; 2026Q2: 3,625 shares 3,625 $1.52M 0.22% +363 Timeline BILS 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: 30,567 shares; 2024Q4: 29,796 shares; 2025Q1: 5,182 shares; 2025Q2: 4,502 shares; 2025Q3: 3,808 shares; 2025Q4: 3,314 shares; 2026Q1: 16,724 shares; 2026Q2: 14,366 shares 14,366 $1.43M 0.21% -2,358 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,111 shares; 2024Q4: 5,112 shares; 2025Q1: 5,012 shares; 2025Q2: 5,013 shares; 2025Q3: 5,014 shares; 2025Q4: 5,575 shares; 2026Q1: 6,276 shares; 2026Q2: 6,281 shares 6,281 $1.38M 0.2% +5 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,985 shares; 2025Q1: 55,579 shares; 2025Q2: 55,070 shares; 2025Q3: 13,510 shares; 2025Q4: 13,592 shares; 2026Q1: 13,952 shares; 2026Q2: 13,992 shares 13,992 $1.35M 0.19% +40 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,225 shares; 2024Q4: 6,225 shares; 2025Q1: 6,225 shares; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares; 2026Q2: 6,225 shares 6,225 $1.29M 0.19% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,663 shares; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,663 shares; 2025Q3: 6,663 shares; 2025Q4: 6,663 shares; 2026Q1: 6,663 shares; 2026Q2: 6,975 shares 6,975 $1.26M 0.18% +312 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,028 shares; 2024Q4: 16,313 shares; 2025Q1: 18,779 shares; 2025Q2: 23,652 shares; 2025Q3: 24,702 shares; 2025Q4: 28,509 shares; 2026Q1: 34,629 shares; 2026Q2: 34,429 shares 34,429 $1.17M 0.17% -200 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: 9,528 shares; 2024Q4: 10,323 shares; 2025Q1: 7,992 shares; 2025Q2: 8,093 shares; 2025Q3: 1,970 shares; 2025Q4: 2,070 shares; 2026Q1: 2,172 shares; 2026Q2: 2,186 shares 2,186 $1.09M 0.16% +14 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,520 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 3,797 shares; 2025Q3: 3,747 shares; 2025Q4: 3,747 shares; 2026Q1: 3,727 shares; 2026Q2: 3,784 shares 3,784 $1.06M 0.15% +57 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,213 shares; 2025Q1: 2,226 shares; 2025Q2: 2,247 shares; 2025Q3: 2,267 shares; 2025Q4: 3,374 shares; 2026Q1: 3,296 shares; 2026Q2: 12,390 shares 12,390 $1.02M 0.15% +9,094 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,495 shares; 2025Q3: 6,699 shares; 2025Q4: 8,264 shares; 2026Q1: 8,705 shares; 2026Q2: 8,446 shares 8,446 $985K 0.14% -259 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,149 shares; 2024Q4: 25,818 shares; 2025Q1: 17,277 shares; 2025Q2: 20,245 shares; 2025Q3: 20,446 shares; 2025Q4: 17,164 shares; 2026Q1: 19,160 shares; 2026Q2: 19,374 shares 19,374 $936K 0.13% +214 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: 2,908 shares; 2024Q4: 2,859 shares; 2025Q1: 1,277 shares; 2025Q2: 1,251 shares; 2025Q3: 1,269 shares; 2025Q4: 1,240 shares; 2026Q1: 1,266 shares; 2026Q2: 1,209 shares 1,209 $906K 0.13% -57 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,050 shares; 2024Q4: 8,030 shares; 2025Q1: 7,708 shares; 2025Q2: 7,831 shares; 2025Q3: 7,831 shares; 2025Q4: 8,085 shares; 2026Q1: 7,613 shares; 2026Q2: 7,693 shares 7,693 $878K 0.13% +80 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,588 shares; 2024Q4: 16,288 shares; 2025Q1: 15,702 shares; 2025Q2: 15,702 shares; 2025Q3: 17,497 shares; 2025Q4: 17,257 shares; 2026Q1: 17,126 shares; 2026Q2: 17,136 shares 17,136 $854K 0.12% +10 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,743 shares; 2024Q4: 8,743 shares; 2025Q1: 10,923 shares; 2025Q2: 14,431 shares; 2025Q3: 14,431 shares; 2025Q4: 14,431 shares; 2026Q1: 14,182 shares; 2026Q2: 14,090 shares 14,090 $764K 0.11% -92 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.11% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,357 shares; 2024Q4: 9,119 shares; 2025Q1: 9,505 shares; 2025Q2: 13,074 shares; 2025Q3: 12,991 shares; 2025Q4: 14,599 shares; 2026Q1: 4,888 shares; 2026Q2: 4,669 shares 4,669 $684K 0.1% -219 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,879 shares; 2024Q4: 3,879 shares; 2025Q1: 3,879 shares; 2025Q2: 3,879 shares; 2025Q3: 3,879 shares; 2025Q4: 3,879 shares; 2026Q1: 3,879 shares; 2026Q2: 3,880 shares 3,880 $630K 0.09% +1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,139 shares; 2024Q4: 10,139 shares; 2025Q1: 10,127 shares; 2025Q2: 10,127 shares; 2025Q3: 10,129 shares; 2025Q4: 10,129 shares; 2026Q1: 10,121 shares; 2026Q2: 10,122 shares 10,122 $625K 0.09% +1 Timeline MGC 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: 2,441 shares; 2024Q4: 2,404 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,345 shares; 2025Q4: 2,267 shares; 2026Q1: 2,267 shares; 2026Q2: 2,266 shares 2,266 $620K 0.09% -1 Timeline FMDE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,428 shares; 2026Q1: 12,930 shares; 2026Q2: 12,951 shares 12,951 $526K 0.08% +21 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 7,210 shares; 2026Q1: 7,210 shares; 2026Q2: 7,223 shares 7,223 $520K 0.07% +13 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: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 1,288 shares; 2026Q2: 1,333 shares 1,333 $476K 0.07% +45 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,569 shares; 2024Q4: 47,577 shares; 2025Q1: 7,862 shares; 2025Q2: 5,652 shares; 2025Q3: 5,595 shares; 2025Q4: 4,707 shares; 2026Q1: 4,769 shares; 2026Q2: 4,726 shares 4,726 $432K 0.06% -43 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $432K 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares; 2026Q2: 1,356 shares 1,356 $427K 0.06% +2 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 2,738 shares; 2025Q1: 4,182 shares; 2025Q2: 4,218 shares; 2025Q3: 4,213 shares; 2025Q4: 4,159 shares; 2026Q1: 4,111 shares; 2026Q2: 4,119 shares 4,119 $425K 0.06% +8 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,672 shares; 2024Q4: 17,672 shares; 2025Q1: 17,672 shares; 2025Q2: 17,672 shares; 2025Q3: 17,679 shares; 2025Q4: 17,084 shares; 2026Q1: 17,084 shares; 2026Q2: 18,046 shares 18,046 $374K 0.05% +962 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,130 shares; 2025Q1: 1,068 shares; 2025Q2: 1,073 shares; 2025Q3: 6,136 shares; 2025Q4: 7,152 shares; 2026Q1: 1,344 shares; 2026Q2: 1,085 shares 1,085 $372K 0.05% -259 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 709 shares 709 $368K 0.05% +4 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: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares; 2025Q3: 3,770 shares; 2025Q4: 3,770 shares; 2026Q1: 3,670 shares; 2026Q2: 3,779 shares 3,779 $362K 0.05% +109 Timeline WELLS FARGO & CO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 170 shares; 2025Q4: 165 shares; 2026Q1: 185 shares; 2026Q2: 290 shares 290 $336K 0.05% +105 WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,998 shares; 2026Q1: 3,282 shares; 2026Q2: 3,268 shares 3,268 $332K 0.05% -14 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; 2024Q3: not reported; 2024Q4: 18,897 shares; 2025Q1: 18,397 shares; 2025Q2: 15,688 shares; 2025Q3: 14,338 shares; 2025Q4: 10,200 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $328K 0.05% 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: 2,156 shares; 2024Q4: 2,121 shares; 2025Q1: 2,071 shares; 2025Q2: 2,131 shares; 2025Q3: 2,148 shares; 2025Q4: 2,111 shares; 2026Q1: 1,960 shares; 2026Q2: 1,974 shares 1,974 $327K 0.05% +14 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,627 shares; 2026Q1: 6,237 shares; 2026Q2: 6,012 shares 6,012 $320K 0.05% -225 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,136 shares; 2026Q1: 2,419 shares; 2026Q2: 2,422 shares 2,422 $310K 0.04% +3 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,814 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $308K 0.04% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 313,095 shares; 2025Q2: 316,045 shares; 2025Q3: 2,896 shares; 2025Q4: 2,819 shares; 2026Q1: 2,889 shares; 2026Q2: 2,900 shares 2,900 $308K 0.04% +11 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $300K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,624 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,036 shares 2,036 $284K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 614 shares; 2026Q1: 442 shares; 2026Q2: 444 shares 444 $282K 0.04% +2 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $279K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 945 shares 945 $275K 0.04% +1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,280 shares; 2025Q1: 1,180 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,137 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $264K 0.04% 0 Timeline FBCG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares; 2026Q1: 4,003 shares; 2026Q2: 4,113 shares 4,113 $255K 0.04% +110 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,060 shares; 2026Q2: 1,062 shares 1,062 $253K 0.04% +2 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,211 shares; 2024Q4: 3,211 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 3,385 shares; 2026Q1: 3,185 shares; 2026Q2: 3,185 shares 3,185 $246K 0.04% 0 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $232K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 435 shares 435 $222K 0.03% -98 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares; 2026Q2: 2,021 shares 2,021 $221K 0.03% 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: 8,274 shares; 2024Q4: 8,274 shares; 2025Q1: 8,274 shares; 2025Q2: 8,174 shares; 2025Q3: 8,174 shares; 2025Q4: 8,340 shares; 2026Q1: 8,264 shares; 2026Q2: 866 shares 866 $218K 0.03% -7,398 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $218K 0.03% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 723 shares 723 $201K 0.03% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,402 shares; 2024Q4: 50,912 shares; 2025Q1: 49,947 shares; 2025Q2: 48,553 shares; 2025Q3: 47,797 shares; 2025Q4: 24,514 shares; 2026Q1: 2,389 shares; 2026Q2: 1,960 shares 1,960 $189K 0.03% -429 Timeline JAJL 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: 500 shares; 2024Q4: not reported; 2025Q1: 4,900 shares; 2025Q2: 8,355 shares; 2025Q3: 1,655 shares; 2025Q4: 1,400 shares; 2026Q1: 1,100 shares; 2026Q2: 5,186 shares 5,186 $155K 0.02% +4,086 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912 shares; 2024Q4: 952 shares; 2025Q1: 1,031 shares; 2025Q2: 1,569 shares; 2025Q3: 1,607 shares; 2025Q4: 1,438 shares; 2026Q1: 1,459 shares; 2026Q2: 1,559 shares 1,559 $137K 0.02% +100 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $121K 0.02% 0 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,700 shares; 2026Q2: 6,000 shares 6,000 $120K 0.02% +300 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $108K 0.02% 0 Timeline DDTO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $108K 0.02% 0 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $104K 0.02% 0 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 158 shares; 2025Q4: 152 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $103K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $102K 0.01% 0 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $93.8K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,955 shares; 2025Q3: 18,168 shares; 2025Q4: 18,168 shares; 2026Q1: 18,188 shares; 2026Q2: 18,168 shares 18,168 $85.9K 0.01% -20 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $81.5K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,900 shares; 2026Q1: 7,456 shares; 2026Q2: 250 shares 250 $75.1K 0.01% -7,206 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 768 shares 768 $66.2K 0.01% +640 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 780 shares 780 $62.8K 0.01% +585 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 540 shares 540 $61.5K 0.01% -355 Timeline DDTF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 2,800 shares 2,800 $56.7K 0.01% -400 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 612 shares 612 $50.6K 0.01% +24 Timeline DDTZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,333 shares 2,333 $45.2K 0.01% new Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $33.5K <0.01% 0 Timeline DDFZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $33K <0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $30.9K <0.01% 0 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 1,500 shares 1,500 $30K <0.01% -1,000 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 600 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 900 shares 900 $28K <0.01% -100 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,800 shares; 2025Q3: 2,600 shares; 2025Q4: 2,884 shares; 2026Q1: 3,401 shares; 2026Q2: 700 shares 700 $21.5K <0.01% -2,701 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $19K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $18.6K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 446 shares; 2026Q1: 434 shares; 2026Q2: 328 shares 328 $17.4K <0.01% -106 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $17.3K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares 118 $14.3K <0.01% new Timeline EALT 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: 170,647 shares; 2024Q4: 52,105 shares; 2025Q1: 1,713 shares; 2025Q2: 2,042 shares; 2025Q3: 1,542 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 350 shares 350 $12.6K <0.01% -542 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $12.4K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 516 shares; 2025Q3: 385 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $11.4K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $10.9K <0.01% 0 Timeline VGSH 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 reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $9.72K <0.01% 0 Timeline XDSQ 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 194 shares 194 $8.33K <0.01% -306 Timeline FELC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $8.05K <0.01% 0 Timeline VRP 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 reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $7.34K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $7.18K <0.01% 0 Timeline XBOC 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: 200 shares; 2024Q4: 700 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $7.11K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $6.78K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $6.64K <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $6.47K <0.01% 0 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $6.21K <0.01% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $5.68K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $4.89K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $4.51K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 542 shares; 2026Q1: 67 shares; 2026Q2: 31 shares 31 $2.42K <0.01% -36 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $2.36K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 297 shares; 2025Q1: 120 shares; 2025Q2: 110 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 23 shares; 2026Q2: 11 shares 11 $2.17K <0.01% -12 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.83K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.44K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $1.39K <0.01% 0 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: 2,485 shares; 2024Q4: 2,413 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $80 <0.01% 0 Timeline