AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,873 shares; 2024Q4: 80,766 shares; 2025Q1: 110,397 shares; 2025Q2: 83,511 shares; 2025Q3: 109,933 shares; 2025Q4: 80,059 shares; 2026Q1: 78,611 shares; 2026Q2: 76,949 shares 76,949 $22.3M 4.99% -1,662 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: 12,549 shares; 2024Q4: 26,090 shares; 2025Q1: 13,020 shares; 2025Q2: 12,687 shares; 2025Q3: 13,226 shares; 2025Q4: 12,327 shares; 2026Q1: 12,089 shares; 2026Q2: 25,200 shares 25,200 $18.8M 4.21% +13,111 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: 17,990 shares; 2024Q4: 20,818 shares; 2025Q1: 20,748 shares; 2025Q2: 25,005 shares; 2025Q3: 24,698 shares; 2025Q4: 24,137 shares; 2026Q1: 23,898 shares; 2026Q2: 24,368 shares 24,368 $17.9M 4.02% +470 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: 50,211 shares; 2024Q4: 105,708 shares; 2025Q1: 63,551 shares; 2025Q2: 56,522 shares; 2025Q3: 72,870 shares; 2025Q4: 56,533 shares; 2026Q1: 59,354 shares; 2026Q2: 63,153 shares 63,153 $12.6M 2.83% +3,799 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: 31,341 shares; 2024Q4: 61,594 shares; 2025Q1: 38,102 shares; 2025Q2: 29,363 shares; 2025Q3: 35,339 shares; 2025Q4: 29,223 shares; 2026Q1: 31,005 shares; 2026Q2: 31,025 shares 31,025 $11.6M 2.59% +20 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: 13,788 shares; 2024Q4: 28,582 shares; 2025Q1: 16,146 shares; 2025Q2: 18,405 shares; 2025Q3: 18,592 shares; 2025Q4: 18,143 shares; 2026Q1: 13,877 shares; 2026Q2: 27,556 shares 27,556 $10.1M 2.27% +13,679 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: 29,775 shares; 2024Q4: 30,084 shares; 2025Q1: 31,892 shares; 2025Q2: 30,700 shares; 2025Q3: 38,890 shares; 2025Q4: 34,405 shares; 2026Q1: 36,002 shares; 2026Q2: 36,694 shares 36,694 $8.75M 1.96% +692 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: 18,336 shares; 2024Q4: 18,336 shares; 2025Q1: 20,414 shares; 2025Q2: 17,718 shares; 2025Q3: 21,158 shares; 2025Q4: 19,440 shares; 2026Q1: 20,173 shares; 2026Q2: 20,089 shares 20,089 $7.18M 1.61% -84 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: 7,485 shares; 2024Q4: 9,119 shares; 2025Q1: 11,069 shares; 2025Q2: 8,007 shares; 2025Q3: 8,785 shares; 2025Q4: 7,829 shares; 2026Q1: 7,539 shares; 2026Q2: 9,018 shares 9,018 $6.75M 1.51% +1,479 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: 6,395 shares; 2024Q4: 12,882 shares; 2025Q1: 9,595 shares; 2025Q2: 9,052 shares; 2025Q3: 10,493 shares; 2025Q4: 9,546 shares; 2026Q1: 11,226 shares; 2026Q2: 13,237 shares 13,237 $5.57M 1.25% +2,011 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: 5,890 shares; 2024Q4: 12,598 shares; 2025Q1: 7,166 shares; 2025Q2: 15,994 shares; 2025Q3: 8,736 shares; 2025Q4: 8,740 shares; 2026Q1: 9,092 shares; 2026Q2: 9,808 shares 9,808 $5.52M 1.24% +716 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: 51,546 shares; 2024Q4: 79,124 shares; 2025Q1: 50,169 shares; 2025Q2: 39,705 shares; 2025Q3: 40,695 shares; 2025Q4: 39,946 shares; 2026Q1: 40,679 shares; 2026Q2: 43,627 shares 43,627 $5.09M 1.14% +2,948 Timeline BUFG 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: 172,666 shares; 2024Q4: 182,356 shares; 2025Q1: 185,685 shares; 2025Q2: 169,675 shares; 2025Q3: 170,410 shares; 2025Q4: 168,068 shares; 2026Q1: 168,627 shares; 2026Q2: 170,648 shares 170,648 $5M 1.12% +2,021 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: 5,159 shares; 2024Q4: 11,288 shares; 2025Q1: 5,485 shares; 2025Q2: 6,741 shares; 2025Q3: 6,845 shares; 2025Q4: 7,282 shares; 2026Q1: 7,320 shares; 2026Q2: 7,197 shares 7,197 $4.94M 1.11% -123 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 5,988 shares; 2025Q1: 3,362 shares; 2025Q2: 4,862 shares; 2025Q3: 5,459 shares; 2025Q4: 5,184 shares; 2026Q1: 5,440 shares; 2026Q2: 10,230 shares 10,230 $4.88M 1.09% +4,790 Timeline BUFR 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: 262,056 shares; 2024Q4: 275,464 shares; 2025Q1: 285,788 shares; 2025Q2: 261,244 shares; 2025Q3: 269,131 shares; 2025Q4: 123,555 shares; 2026Q1: 124,732 shares; 2026Q2: 125,694 shares 125,694 $4.59M 1.03% +962 Timeline BUFQ 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: 138,449 shares; 2024Q4: 126,308 shares; 2025Q1: 123,665 shares; 2025Q2: 115,927 shares; 2025Q3: 114,828 shares; 2025Q4: 113,352 shares; 2026Q1: 114,910 shares; 2026Q2: 114,741 shares 114,741 $4.51M 1.01% -169 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: 8,285 shares; 2024Q4: 8,769 shares; 2025Q1: 9,213 shares; 2025Q2: 10,469 shares; 2025Q3: 10,749 shares; 2025Q4: 10,521 shares; 2026Q1: 11,253 shares; 2026Q2: 11,805 shares 11,805 $4.17M 0.93% +552 Timeline EZMO LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,290 shares; 2026Q1: 136,778 shares; 2026Q2: 147,129 shares 147,129 $3.91M 0.88% +10,351 Timeline UXJA 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 reported; 2024Q4: not reported; 2025Q1: 53,059 shares; 2025Q2: 54,728 shares; 2025Q3: 34,457 shares; 2025Q4: 33,113 shares; 2026Q1: 56,403 shares; 2026Q2: 97,978 shares 97,978 $3.73M 0.83% +41,575 Timeline EZRO LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,410 shares; 2026Q1: 132,403 shares; 2026Q2: 144,787 shares 144,787 $3.71M 0.83% +12,384 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: 5,910 shares; 2024Q4: 6,497 shares; 2025Q1: 7,904 shares; 2025Q2: 8,213 shares; 2025Q3: 9,482 shares; 2025Q4: 9,396 shares; 2026Q1: 19,274 shares; 2026Q2: 9,660 shares 9,660 $3.65M 0.82% -9,614 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: 37,500 shares; 2024Q4: 115,610 shares; 2025Q1: 57,353 shares; 2025Q2: 57,880 shares; 2025Q3: 56,518 shares; 2025Q4: 56,054 shares; 2026Q1: 53,936 shares; 2026Q2: 49,581 shares 49,581 $3.53M 0.79% -4,355 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: 4,115 shares; 2024Q4: 3,793 shares; 2025Q1: 3,871 shares; 2025Q2: 3,690 shares; 2025Q3: 3,794 shares; 2025Q4: 3,619 shares; 2026Q1: 7,008 shares; 2026Q2: 3,285 shares 3,285 $3.5M 0.78% -3,723 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: 23,692 shares; 2024Q4: 24,546 shares; 2025Q1: 25,053 shares; 2025Q2: 25,871 shares; 2025Q3: 25,451 shares; 2025Q4: 25,770 shares; 2026Q1: 25,627 shares; 2026Q2: 25,108 shares 25,108 $3.43M 0.77% -519 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,911 shares; 2024Q4: 59,151 shares; 2025Q1: 60,010 shares; 2025Q2: 60,069 shares; 2025Q3: 73,188 shares; 2025Q4: 73,648 shares; 2026Q1: 59,864 shares; 2026Q2: 59,384 shares 59,384 $3.38M 0.76% -480 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: 5,064 shares; 2024Q4: 4,504 shares; 2025Q1: 6,098 shares; 2025Q2: 6,521 shares; 2025Q3: 6,648 shares; 2025Q4: 6,311 shares; 2026Q1: 6,093 shares; 2026Q2: 6,738 shares 6,738 $3.37M 0.75% +645 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: 5,299 shares; 2024Q4: 5,209 shares; 2025Q1: 5,474 shares; 2025Q2: 5,296 shares; 2025Q3: 5,910 shares; 2025Q4: 5,022 shares; 2026Q1: 5,125 shares; 2026Q2: 5,803 shares 5,803 $3.37M 0.75% +678 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: not reported; 2024Q4: 15,310 shares; 2025Q1: 6,706 shares; 2025Q2: 9,972 shares; 2025Q3: 11,760 shares; 2025Q4: 11,125 shares; 2026Q1: 12,826 shares; 2026Q2: 37,691 shares 37,691 $3.31M 0.74% +24,865 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 5,304 shares; 2025Q1: 2,693 shares; 2025Q2: 2,669 shares; 2025Q3: 2,648 shares; 2025Q4: 8,481 shares; 2026Q1: 6,845 shares; 2026Q2: 6,964 shares 6,964 $3.05M 0.68% +119 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: 6,658 shares; 2024Q4: 13,296 shares; 2025Q1: 6,616 shares; 2025Q2: 6,677 shares; 2025Q3: 8,472 shares; 2025Q4: 8,449 shares; 2026Q1: 9,116 shares; 2026Q2: 8,987 shares 8,987 $2.94M 0.66% -129 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: 8,260 shares; 2024Q4: 14,368 shares; 2025Q1: 6,893 shares; 2025Q2: 7,436 shares; 2025Q3: 7,372 shares; 2025Q4: 16,603 shares; 2026Q1: 14,021 shares; 2026Q2: 15,111 shares 15,111 $2.88M 0.64% +1,090 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,359 shares; 2025Q4: 22,062 shares; 2026Q1: 34,297 shares; 2026Q2: 102,912 shares 102,912 $2.74M 0.61% +68,615 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,876 shares; 2024Q4: 76,846 shares; 2025Q1: 40,563 shares; 2025Q2: 71,761 shares; 2025Q3: 75,748 shares; 2025Q4: 78,395 shares; 2026Q1: 84,288 shares; 2026Q2: 87,295 shares 87,295 $2.71M 0.61% +3,007 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,610 shares; 2024Q4: 38,192 shares; 2025Q1: 18,862 shares; 2025Q2: 18,900 shares; 2025Q3: 18,244 shares; 2025Q4: 18,534 shares; 2026Q1: 18,506 shares; 2026Q2: 17,913 shares 17,913 $2.66M 0.59% -593 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: 2,835 shares; 2024Q4: 2,310 shares; 2025Q1: 2,330 shares; 2025Q2: 2,420 shares; 2025Q3: 2,481 shares; 2025Q4: 2,428 shares; 2026Q1: 3,011 shares; 2026Q2: 2,487 shares 2,487 $2.52M 0.56% -524 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,602 shares; 2024Q4: 11,980 shares; 2025Q1: 17,523 shares; 2025Q2: 14,094 shares; 2025Q3: 18,489 shares; 2025Q4: 14,598 shares; 2026Q1: 26,724 shares; 2026Q2: 17,679 shares 17,679 $2.47M 0.55% -9,045 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,780 shares; 2025Q1: 5,790 shares; 2025Q2: 6,740 shares; 2025Q3: 6,770 shares; 2025Q4: 6,720 shares; 2026Q1: 5,547 shares; 2026Q2: 5,576 shares 5,576 $2.42M 0.54% +29 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: 34,941 shares; 2024Q4: 69,330 shares; 2025Q1: 35,145 shares; 2025Q2: 31,180 shares; 2025Q3: 30,098 shares; 2025Q4: 27,296 shares; 2026Q1: 23,875 shares; 2026Q2: 21,035 shares 21,035 $2.38M 0.53% -2,840 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,399 shares; 2024Q4: 81,474 shares; 2025Q1: 43,293 shares; 2025Q2: 38,325 shares; 2025Q3: 40,957 shares; 2025Q4: 40,496 shares; 2026Q1: 24,380 shares; 2026Q2: 33,018 shares 33,018 $2.38M 0.53% +8,638 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: 756 shares; 2024Q4: 807 shares; 2025Q1: 1,113 shares; 2025Q2: 1,117 shares; 2025Q3: 1,973 shares; 2025Q4: 1,915 shares; 2026Q1: 1,884 shares; 2026Q2: 1,971 shares 1,971 $2.36M 0.53% +87 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,496 shares; 2024Q4: 35,464 shares; 2025Q1: 37,020 shares; 2025Q2: 30,099 shares; 2025Q3: 29,778 shares; 2025Q4: 31,380 shares; 2026Q1: 33,773 shares; 2026Q2: 47,087 shares 47,087 $2.17M 0.49% +13,314 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: 14,950 shares; 2024Q4: 14,184 shares; 2025Q1: 15,409 shares; 2025Q2: 15,427 shares; 2025Q3: 13,876 shares; 2025Q4: 13,915 shares; 2026Q1: 28,196 shares; 2026Q2: 17,239 shares 17,239 $2.02M 0.45% -10,957 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,408 shares; 2025Q1: 2,619 shares; 2025Q2: 2,301 shares; 2025Q3: 2,776 shares; 2025Q4: 2,545 shares; 2026Q1: 2,509 shares; 2026Q2: 2,634 shares 2,634 $2.01M 0.45% +125 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: 7,700 shares; 2024Q4: 10,325 shares; 2025Q1: 8,766 shares; 2025Q2: 8,415 shares; 2025Q3: 8,912 shares; 2025Q4: 7,788 shares; 2026Q1: 7,879 shares; 2026Q2: 7,975 shares 7,975 $2.01M 0.45% +96 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,076 shares; 2025Q4: 70,154 shares; 2026Q1: 74,852 shares; 2026Q2: 88,709 shares 88,709 $1.95M 0.44% +13,857 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,535 shares; 2024Q4: 16,029 shares; 2025Q1: 37,774 shares; 2025Q2: 16,891 shares; 2025Q3: 17,667 shares; 2025Q4: 13,918 shares; 2026Q1: 14,506 shares; 2026Q2: 14,006 shares 14,006 $1.93M 0.43% -500 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: not reported; 2024Q4: 12,704 shares; 2025Q1: 5,480 shares; 2025Q2: 4,097 shares; 2025Q3: 3,721 shares; 2025Q4: 3,197 shares; 2026Q1: 2,685 shares; 2026Q2: 20,808 shares 20,808 $1.89M 0.42% +18,123 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: 1,861 shares; 2024Q4: 9,436 shares; 2025Q1: 4,916 shares; 2025Q2: 4,930 shares; 2025Q3: 4,740 shares; 2025Q4: 4,989 shares; 2026Q1: 4,393 shares; 2026Q2: 21,822 shares 21,822 $1.88M 0.42% +17,429 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: not reported; 2026Q2: 820 shares 820 $1.86M 0.42% 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: 2,610 shares; 2024Q4: 2,695 shares; 2025Q1: 4,090 shares; 2025Q2: 4,276 shares; 2025Q3: 4,255 shares; 2025Q4: 4,448 shares; 2026Q1: 4,472 shares; 2026Q2: 4,357 shares 4,357 $1.86M 0.42% -115 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: 14,309 shares; 2024Q4: 109,236 shares; 2025Q1: 55,190 shares; 2025Q2: 64,655 shares; 2025Q3: 67,020 shares; 2025Q4: 69,318 shares; 2026Q1: 59,569 shares; 2026Q2: 58,549 shares 58,549 $1.86M 0.42% -1,020 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: 12,236 shares; 2024Q4: 11,040 shares; 2025Q1: 6,295 shares; 2025Q2: 12,114 shares; 2025Q3: 10,362 shares; 2025Q4: 10,176 shares; 2026Q1: 10,296 shares; 2026Q2: 14,093 shares 14,093 $1.81M 0.41% +3,797 Timeline UXAP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,396 shares; 2025Q3: 21,760 shares; 2025Q4: 20,896 shares; 2026Q1: 20,252 shares; 2026Q2: 41,968 shares 41,968 $1.8M 0.4% +21,716 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: 2,930 shares; 2024Q4: 7,646 shares; 2025Q1: 4,147 shares; 2025Q2: 5,389 shares; 2025Q3: 5,279 shares; 2025Q4: 5,484 shares; 2026Q1: 5,640 shares; 2026Q2: 5,714 shares 5,714 $1.73M 0.39% +74 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: 20,794 shares; 2024Q4: 20,983 shares; 2025Q1: 21,709 shares; 2025Q2: 21,700 shares; 2025Q3: 20,979 shares; 2025Q4: 21,422 shares; 2026Q1: 42,632 shares; 2026Q2: 21,156 shares 21,156 $1.72M 0.38% -21,476 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,450 shares; 2024Q4: 42,526 shares; 2025Q1: 48,106 shares; 2025Q2: 51,808 shares; 2025Q3: 52,606 shares; 2025Q4: 53,609 shares; 2026Q1: 68,037 shares; 2026Q2: 79,787 shares 79,787 $1.64M 0.37% +11,750 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 11,422 shares; 2025Q1: 6,146 shares; 2025Q2: 12,046 shares; 2025Q3: 5,876 shares; 2025Q4: 5,850 shares; 2026Q1: 6,106 shares; 2026Q2: 5,926 shares 5,926 $1.6M 0.36% -180 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,349 shares; 2024Q4: not reported; 2025Q1: 11,427 shares; 2025Q2: 13,790 shares; 2025Q3: 28,639 shares; 2025Q4: 30,266 shares; 2026Q1: 31,528 shares; 2026Q2: 33,314 shares 33,314 $1.54M 0.34% +1,786 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,612 shares 16,612 $1.52M 0.34% new 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: 12,488 shares; 2024Q4: 24,872 shares; 2025Q1: 12,786 shares; 2025Q2: 10,540 shares; 2025Q3: 6,784 shares; 2025Q4: 6,470 shares; 2026Q1: 6,486 shares; 2026Q2: 5,977 shares 5,977 $1.52M 0.34% -509 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: 13,729 shares; 2024Q4: 29,990 shares; 2025Q1: 18,699 shares; 2025Q2: 25,651 shares; 2025Q3: 26,840 shares; 2025Q4: 27,596 shares; 2026Q1: 22,844 shares; 2026Q2: 23,959 shares 23,959 $1.49M 0.33% +1,115 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,175 shares; 2026Q1: 11,526 shares; 2026Q2: 14,168 shares 14,168 $1.46M 0.33% +2,642 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,407 shares; 2025Q4: 6,804 shares; 2026Q1: 7,896 shares; 2026Q2: 28,884 shares 28,884 $1.46M 0.33% +20,988 Timeline BUFS 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: 24,673 shares; 2024Q4: 82,871 shares; 2025Q1: 89,145 shares; 2025Q2: 50,271 shares; 2025Q3: 53,264 shares; 2025Q4: 55,224 shares; 2026Q1: 57,614 shares; 2026Q2: 57,634 shares 57,634 $1.45M 0.32% +20 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 9,445 shares; 2025Q1: 4,934 shares; 2025Q2: 7,584 shares; 2025Q3: 8,888 shares; 2025Q4: 9,016 shares; 2026Q1: 8,894 shares; 2026Q2: 8,486 shares 8,486 $1.44M 0.32% -408 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: 4,160 shares; 2024Q4: 4,194 shares; 2025Q1: 5,860 shares; 2025Q2: 4,403 shares; 2025Q3: 5,487 shares; 2025Q4: 4,067 shares; 2026Q1: 4,012 shares; 2026Q2: 4,066 shares 4,066 $1.43M 0.32% +54 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: 7,780 shares; 2024Q4: 8,309 shares; 2025Q1: 8,569 shares; 2025Q2: 8,475 shares; 2025Q3: 11,356 shares; 2025Q4: 10,918 shares; 2026Q1: 20,536 shares; 2026Q2: 8,628 shares 8,628 $1.43M 0.32% -11,908 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: 3,458 shares; 2024Q4: 17,414 shares; 2025Q1: 8,867 shares; 2025Q2: 8,173 shares; 2025Q3: 7,688 shares; 2025Q4: 8,748 shares; 2026Q1: 7,128 shares; 2026Q2: 6,420 shares 6,420 $1.4M 0.31% -708 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,540 shares; 2024Q4: 50,976 shares; 2025Q1: 26,753 shares; 2025Q2: 25,940 shares; 2025Q3: 25,399 shares; 2025Q4: 25,292 shares; 2026Q1: 24,575 shares; 2026Q2: 23,382 shares 23,382 $1.4M 0.31% -1,193 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,278 shares 17,278 $1.39M 0.31% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 271 shares; 2025Q3: 862 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $1.37M 0.31% new Timeline UXJL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,477 shares; 2025Q4: 35,976 shares; 2026Q1: 35,857 shares; 2026Q2: 37,442 shares 37,442 $1.36M 0.31% +1,585 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: 4,105 shares; 2024Q4: 8,638 shares; 2025Q1: 7,057 shares; 2025Q2: 4,505 shares; 2025Q3: 6,311 shares; 2025Q4: 3,536 shares; 2026Q1: 3,811 shares; 2026Q2: 3,906 shares 3,906 $1.33M 0.3% +95 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,232 shares 43,232 $1.33M 0.3% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,994 shares; 2024Q4: 18,653 shares; 2025Q1: 25,803 shares; 2025Q2: 19,639 shares; 2025Q3: 32,527 shares; 2025Q4: 23,867 shares; 2026Q1: 20,019 shares; 2026Q2: 19,545 shares 19,545 $1.33M 0.3% -474 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: 6,175 shares; 2024Q4: 5,541 shares; 2025Q1: 4,798 shares; 2025Q2: 4,800 shares; 2025Q3: 4,633 shares; 2025Q4: 4,906 shares; 2026Q1: 4,766 shares; 2026Q2: 4,693 shares 4,693 $1.32M 0.3% -73 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: 7,258 shares; 2024Q4: 20,796 shares; 2025Q1: 11,201 shares; 2025Q2: 11,433 shares; 2025Q3: 11,801 shares; 2025Q4: 8,317 shares; 2026Q1: 8,814 shares; 2026Q2: 8,928 shares 8,928 $1.31M 0.29% +114 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,860 shares; 2026Q1: 1,415 shares; 2026Q2: 1,134 shares 1,134 $1.31M 0.29% -281 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,900 shares; 2024Q4: 309,000 shares; 2025Q1: 138,500 shares; 2025Q2: 138,300 shares; 2025Q3: 131,600 shares; 2025Q4: 127,800 shares; 2026Q1: 121,800 shares; 2026Q2: 138,000 shares 138,000 $1.3M 0.29% +16,200 Timeline WCMI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,832 shares; 2025Q3: 65,874 shares; 2025Q4: 63,054 shares; 2026Q1: 64,126 shares; 2026Q2: 65,920 shares 65,920 $1.29M 0.29% +1,794 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,877 shares; 2024Q4: 56,853 shares; 2025Q1: 16,524 shares; 2025Q2: 16,334 shares; 2025Q3: 16,229 shares; 2025Q4: 16,230 shares; 2026Q1: 15,807 shares; 2026Q2: 15,808 shares 15,808 $1.27M 0.28% +1 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER 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: 10,000 shares; 2025Q3: 10,215 shares; 2025Q4: 16,199 shares; 2026Q1: 38,033 shares; 2026Q2: 38,433 shares 38,433 $1.24M 0.28% +400 Timeline UXOC 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 reported; 2024Q4: 38,718 shares; 2025Q1: 8,954 shares; 2025Q2: 28,667 shares; 2025Q3: 27,854 shares; 2025Q4: 30,853 shares; 2026Q1: 30,266 shares; 2026Q2: 30,833 shares 30,833 $1.21M 0.27% +567 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,592 shares; 2024Q4: 54,501 shares; 2025Q1: 19,042 shares; 2025Q2: 25,992 shares; 2025Q3: 26,742 shares; 2025Q4: 29,867 shares; 2026Q1: 34,392 shares; 2026Q2: 41,950 shares 41,950 $1.19M 0.27% +7,558 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: 23,277 shares; 2024Q4: 48,440 shares; 2025Q1: 31,527 shares; 2025Q2: 22,449 shares; 2025Q3: 30,943 shares; 2025Q4: 21,470 shares; 2026Q1: 21,235 shares; 2026Q2: 21,855 shares 21,855 $1.17M 0.26% +620 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 2,070 shares; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 2,755 shares; 2025Q4: 2,710 shares; 2026Q1: 2,505 shares; 2026Q2: 2,677 shares 2,677 $1.11M 0.25% +172 Timeline BUFZ 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: 102,667 shares; 2024Q4: 56,637 shares; 2025Q1: 52,903 shares; 2025Q2: 49,330 shares; 2025Q3: 51,778 shares; 2025Q4: 41,120 shares; 2026Q1: 40,882 shares; 2026Q2: 39,757 shares 39,757 $1.11M 0.25% -1,125 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,341 shares; 2025Q3: 11,227 shares; 2025Q4: 14,614 shares; 2026Q1: 17,710 shares; 2026Q2: 19,501 shares 19,501 $1.11M 0.25% +1,791 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: 2,009 shares; 2024Q4: 3,381 shares; 2025Q1: 6,609 shares; 2025Q2: 5,062 shares; 2025Q3: 6,888 shares; 2025Q4: 6,799 shares; 2026Q1: 6,123 shares; 2026Q2: 4,759 shares 4,759 $1.08M 0.24% -1,364 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,024 shares; 2024Q4: 8,304 shares; 2025Q1: 9,236 shares; 2025Q2: 12,031 shares; 2025Q3: 12,341 shares; 2025Q4: 10,824 shares; 2026Q1: 10,909 shares; 2026Q2: 10,989 shares 10,989 $1.07M 0.24% +80 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,573 shares; 2024Q4: 13,512 shares; 2025Q1: 6,761 shares; 2025Q2: 6,067 shares; 2025Q3: 6,605 shares; 2025Q4: 6,245 shares; 2026Q1: 5,647 shares; 2026Q2: 5,774 shares 5,774 $1.07M 0.24% +127 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: 2,672 shares; 2024Q4: 5,286 shares; 2025Q1: 3,342 shares; 2025Q2: 2,839 shares; 2025Q3: 3,213 shares; 2025Q4: 3,098 shares; 2026Q1: 2,816 shares; 2026Q2: 2,847 shares 2,847 $1.05M 0.24% +31 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,534 shares; 2025Q3: 3,637 shares; 2025Q4: 3,839 shares; 2026Q1: 3,919 shares; 2026Q2: 3,527 shares 3,527 $1.05M 0.24% -392 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,959 shares 48,959 $1.02M 0.23% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,011 shares; 2024Q4: 4,156 shares; 2025Q1: 2,087 shares; 2025Q2: 2,782 shares; 2025Q3: 2,961 shares; 2025Q4: 3,033 shares; 2026Q1: 3,091 shares; 2026Q2: 12,620 shares 12,620 $1.02M 0.23% +9,529 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: 3,706 shares; 2024Q4: 7,622 shares; 2025Q1: 4,192 shares; 2025Q2: 3,669 shares; 2025Q3: 4,210 shares; 2025Q4: 3,591 shares; 2026Q1: 3,385 shares; 2026Q2: 3,316 shares 3,316 $996K 0.22% -69 Timeline ONEY 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: 3,058 shares; 2024Q4: 6,126 shares; 2025Q1: 3,316 shares; 2025Q2: 3,413 shares; 2025Q3: 3,601 shares; 2025Q4: 3,764 shares; 2026Q1: 3,743 shares; 2026Q2: 7,526 shares 7,526 $964K 0.22% +3,783 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: 1,452 shares; 2024Q4: 2,696 shares; 2025Q1: 3,033 shares; 2025Q2: 2,893 shares; 2025Q3: 3,051 shares; 2025Q4: 3,342 shares; 2026Q1: 3,354 shares; 2026Q2: 2,812 shares 2,812 $964K 0.22% -542 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 3,157 shares; 2025Q4: 2,746 shares; 2026Q1: 2,842 shares; 2026Q2: 2,860 shares 2,860 $958K 0.21% +18 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 366 shares; 2025Q4: 432 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $953K 0.21% 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: 12,194 shares; 2025Q1: not reported; 2025Q2: 9,055 shares; 2025Q3: 8,370 shares; 2025Q4: 8,199 shares; 2026Q1: 9,383 shares; 2026Q2: 6,802 shares 6,802 $950K 0.21% -2,581 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,294 shares; 2025Q1: 6,419 shares; 2025Q2: 14,941 shares; 2025Q3: 12,046 shares; 2025Q4: 14,572 shares; 2026Q1: 15,792 shares; 2026Q2: 17,821 shares 17,821 $946K 0.21% +2,029 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: 1,364 shares; 2024Q4: 1,206 shares; 2025Q1: 9,622 shares; 2025Q2: 1,418 shares; 2025Q3: 9,145 shares; 2025Q4: 812 shares; 2026Q1: 955 shares; 2026Q2: 1,011 shares 1,011 $946K 0.21% +56 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: 1,968 shares; 2024Q4: 1,772 shares; 2025Q1: 2,083 shares; 2025Q2: 2,205 shares; 2025Q3: 2,291 shares; 2025Q4: 2,422 shares; 2026Q1: 2,446 shares; 2026Q2: 2,510 shares 2,510 $938K 0.21% +64 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 5,030 shares; 2025Q1: 3,153 shares; 2025Q2: 2,407 shares; 2025Q3: 3,584 shares; 2025Q4: 2,484 shares; 2026Q1: 2,772 shares; 2026Q2: 2,721 shares 2,721 $928K 0.21% -51 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 2,726 shares; 2025Q1: 859 shares; 2025Q2: 1,956 shares; 2025Q3: 1,979 shares; 2025Q4: 1,438 shares; 2026Q1: 1,457 shares; 2026Q2: 2,915 shares 2,915 $918K 0.21% +1,458 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: 824 shares; 2024Q4: 2,322 shares; 2025Q1: 10,572 shares; 2025Q2: 5,946 shares; 2025Q3: 6,024 shares; 2025Q4: 2,715 shares; 2026Q1: 2,910 shares; 2026Q2: 2,995 shares 2,995 $917K 0.21% +85 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: 20,618 shares; 2024Q4: 20,617 shares; 2025Q1: 19,990 shares; 2025Q2: 19,590 shares; 2025Q3: 19,590 shares; 2025Q4: 19,590 shares; 2026Q1: 19,090 shares; 2026Q2: 19,090 shares 19,090 $904K 0.2% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,659 shares; 2025Q3: 21,858 shares; 2025Q4: 21,737 shares; 2026Q1: 22,823 shares; 2026Q2: 24,227 shares 24,227 $885K 0.2% +1,404 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,598 shares; 2025Q2: 15,712 shares; 2025Q3: 15,890 shares; 2025Q4: 15,891 shares; 2026Q1: 17,434 shares; 2026Q2: 19,037 shares 19,037 $866K 0.19% +1,603 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,027 shares; 2024Q4: 20,620 shares; 2025Q1: 8,861 shares; 2025Q2: 8,756 shares; 2025Q3: 15,758 shares; 2025Q4: 17,949 shares; 2026Q1: 20,530 shares; 2026Q2: 25,780 shares 25,780 $858K 0.19% +5,250 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,804 shares; 2024Q4: 8,844 shares; 2025Q1: 5,600 shares; 2025Q2: 2,469 shares; 2025Q3: not reported; 2025Q4: 2,852 shares; 2026Q1: 3,269 shares; 2026Q2: 3,386 shares 3,386 $854K 0.19% +117 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,064 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,817 shares; 2025Q4: 9,828 shares; 2026Q1: 10,262 shares; 2026Q2: 20,524 shares 20,524 $844K 0.19% +10,262 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 3,018 shares; 2025Q1: 3,483 shares; 2025Q2: 1,609 shares; 2025Q3: 3,343 shares; 2025Q4: 1,139 shares; 2026Q1: 3,673 shares; 2026Q2: 3,782 shares 3,782 $843K 0.19% +109 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: 2,315 shares; 2024Q4: 2,080 shares; 2025Q1: 1,861 shares; 2025Q2: not reported; 2025Q3: 4,946 shares; 2025Q4: 4,641 shares; 2026Q1: 7,849 shares; 2026Q2: 5,301 shares 5,301 $841K 0.19% -2,548 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 3,284 shares; 2025Q1: 1,330 shares; 2025Q2: 1,542 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 2,213 shares; 2026Q2: 2,187 shares 2,187 $840K 0.19% -26 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 2,726 shares; 2025Q1: 4,594 shares; 2025Q2: 4,276 shares; 2025Q3: 4,686 shares; 2025Q4: 4,282 shares; 2026Q1: 4,484 shares; 2026Q2: 4,408 shares 4,408 $840K 0.19% -76 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,550 shares; 2024Q4: 17,252 shares; 2025Q1: 25,549 shares; 2025Q2: 17,451 shares; 2025Q3: 17,449 shares; 2025Q4: 18,400 shares; 2026Q1: 18,401 shares; 2026Q2: 17,692 shares 17,692 $825K 0.18% -709 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,766 shares; 2024Q4: 30,782 shares; 2025Q1: 16,516 shares; 2025Q2: 24,041 shares; 2025Q3: 25,541 shares; 2025Q4: 30,307 shares; 2026Q1: 38,241 shares; 2026Q2: 48,879 shares 48,879 $816K 0.18% +10,638 Timeline PSFD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,335 shares; 2026Q1: 12,969 shares; 2026Q2: 20,440 shares 20,440 $814K 0.18% +7,471 Timeline PSFJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,408 shares; 2026Q1: 14,530 shares; 2026Q2: 23,066 shares 23,066 $811K 0.18% +8,536 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 6,355 shares; 2025Q3: 6,201 shares; 2025Q4: 6,162 shares; 2026Q1: 5,973 shares; 2026Q2: 6,368 shares 6,368 $811K 0.18% +395 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: 1,755 shares; 2024Q4: 3,714 shares; 2025Q1: 1,784 shares; 2025Q2: 2,239 shares; 2025Q3: 2,236 shares; 2025Q4: 2,354 shares; 2026Q1: 2,221 shares; 2026Q2: 2,211 shares 2,211 $809K 0.18% -10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,540 shares; 2025Q1: 1,591 shares; 2025Q2: 1,578 shares; 2025Q3: 1,599 shares; 2025Q4: 1,592 shares; 2026Q1: 4,806 shares; 2026Q2: 2,370 shares 2,370 $808K 0.18% -2,436 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,794 shares; 2025Q1: 9,395 shares; 2025Q2: 14,252 shares; 2025Q3: 14,688 shares; 2025Q4: 15,740 shares; 2026Q1: 17,808 shares; 2026Q2: 20,681 shares 20,681 $804K 0.18% +2,873 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,507 shares; 2025Q1: 8,628 shares; 2025Q2: 12,669 shares; 2025Q3: 18,882 shares; 2025Q4: 17,294 shares; 2026Q1: 15,781 shares; 2026Q2: 9,599 shares 9,599 $795K 0.18% -6,182 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 538 shares; 2025Q3: 564 shares; 2025Q4: 588 shares; 2026Q1: 630 shares; 2026Q2: 676 shares 676 $794K 0.18% +46 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 1,280 shares; 2025Q1: 606 shares; 2025Q2: 579 shares; 2025Q3: 584 shares; 2025Q4: 1,603 shares; 2026Q1: 1,618 shares; 2026Q2: 1,614 shares 1,614 $793K 0.18% -4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,076 shares; 2026Q1: 1,066 shares; 2026Q2: 815 shares 815 $786K 0.18% -251 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: 4,384 shares; 2024Q4: 9,062 shares; 2025Q1: 6,653 shares; 2025Q2: 3,700 shares; 2025Q3: 4,206 shares; 2025Q4: 4,121 shares; 2026Q1: 4,273 shares; 2026Q2: 6,827 shares 6,827 $780K 0.17% +2,554 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 21,463 shares; 2025Q4: 21,493 shares; 2026Q1: 21,522 shares; 2026Q2: 20,444 shares 20,444 $779K 0.17% -1,078 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: 4,544 shares 4,544 $776K 0.17% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,934 shares; 2024Q4: 17,916 shares; 2025Q1: 11,326 shares; 2025Q2: 10,923 shares; 2025Q3: 9,176 shares; 2025Q4: 7,925 shares; 2026Q1: 8,962 shares; 2026Q2: 8,839 shares 8,839 $776K 0.17% -123 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: not reported; 2025Q1: 8,779 shares; 2025Q2: 10,164 shares; 2025Q3: 12,596 shares; 2025Q4: 13,699 shares; 2026Q1: 14,378 shares; 2026Q2: 14,516 shares 14,516 $774K 0.17% +138 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,616 shares; 2024Q4: 17,413 shares; 2025Q1: 23,303 shares; 2025Q2: 27,538 shares; 2025Q3: 28,993 shares; 2025Q4: 28,654 shares; 2026Q1: 35,019 shares; 2026Q2: 41,484 shares 41,484 $765K 0.17% +6,465 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,416 shares; 2026Q2: 33,388 shares 33,388 $761K 0.17% +4,972 Timeline FVC 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: 13,455 shares; 2024Q4: 13,385 shares; 2025Q1: 18,792 shares; 2025Q2: 21,004 shares; 2025Q3: 20,724 shares; 2025Q4: 20,447 shares; 2026Q1: 17,017 shares; 2026Q2: 17,017 shares 17,017 $745K 0.17% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,414 shares; 2024Q4: 62,977 shares; 2025Q1: 67,548 shares; 2025Q2: 69,417 shares; 2025Q3: 74,472 shares; 2025Q4: 15,244 shares; 2026Q1: 17,135 shares; 2026Q2: 9,658 shares 9,658 $739K 0.17% -7,477 Timeline MWH SOLV ENERGY INC More: the full row for SOLV ENERGY 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: 21,700 shares 21,700 $739K 0.17% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,027 shares; 2024Q4: 7,590 shares; 2025Q1: 14,794 shares; 2025Q2: 7,812 shares; 2025Q3: 7,757 shares; 2025Q4: 7,266 shares; 2026Q1: 6,882 shares; 2026Q2: 7,076 shares 7,076 $735K 0.16% +194 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,160 shares; 2024Q4: 15,101 shares; 2025Q1: 15,099 shares; 2025Q2: 16,699 shares; 2025Q3: 17,175 shares; 2025Q4: 17,120 shares; 2026Q1: 18,420 shares; 2026Q2: 52,869 shares 52,869 $735K 0.16% +34,449 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: 4,991 shares; 2024Q4: 14,266 shares; 2025Q1: 5,787 shares; 2025Q2: 7,411 shares; 2025Q3: 7,228 shares; 2025Q4: 7,559 shares; 2026Q1: 5,902 shares; 2026Q2: 5,673 shares 5,673 $725K 0.16% -229 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares; 2025Q4: 3,851 shares; 2026Q1: 1,936 shares; 2026Q2: 2,960 shares 2,960 $718K 0.16% +1,024 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,668 shares; 2025Q4: 16,220 shares; 2026Q1: 34,070 shares; 2026Q2: 13,566 shares 13,566 $715K 0.16% -20,504 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,785 shares 13,785 $714K 0.16% new Timeline XSOE 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: 6,840 shares; 2025Q3: 11,373 shares; 2025Q4: 11,761 shares; 2026Q1: 15,085 shares; 2026Q2: 14,284 shares 14,284 $703K 0.16% -801 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 9,801 shares 9,801 $701K 0.16% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW 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: 32,861 shares; 2026Q2: 37,429 shares 37,429 $698K 0.16% +4,568 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: 1,236 shares; 2024Q4: 2,372 shares; 2025Q1: 1,347 shares; 2025Q2: 1,412 shares; 2025Q3: 1,428 shares; 2025Q4: 1,400 shares; 2026Q1: 1,392 shares; 2026Q2: 5,529 shares 5,529 $687K 0.15% +4,137 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,982 shares; 2024Q4: 121,054 shares; 2025Q1: 134,511 shares; 2025Q2: 14,022 shares; 2025Q3: 14,234 shares; 2025Q4: 14,426 shares; 2026Q1: 14,228 shares; 2026Q2: 15,715 shares 15,715 $678K 0.15% +1,487 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,361 shares; 2026Q1: 36,017 shares; 2026Q2: 30,064 shares 30,064 $677K 0.15% -5,953 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 1,376 shares; 2025Q1: 677 shares; 2025Q2: 1,856 shares; 2025Q3: 725 shares; 2025Q4: 724 shares; 2026Q1: 715 shares; 2026Q2: 1,290 shares 1,290 $674K 0.15% +575 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: not reported; 2024Q4: 2,684 shares; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 8,074 shares; 2025Q4: 4,070 shares; 2026Q1: not reported; 2026Q2: 2,215 shares 2,215 $672K 0.15% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 9,151 shares; 2025Q1: 7,490 shares; 2025Q2: 5,219 shares; 2025Q3: 2,176 shares; 2025Q4: not reported; 2026Q1: 5,334 shares; 2026Q2: 5,388 shares 5,388 $670K 0.15% +54 Timeline DDFO 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: 35,858 shares; 2026Q1: 35,739 shares; 2026Q2: 29,757 shares 29,757 $670K 0.15% -5,982 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,932 shares; 2024Q4: 28,124 shares; 2025Q1: 15,556 shares; 2025Q2: 14,065 shares; 2025Q3: 14,177 shares; 2025Q4: 15,164 shares; 2026Q1: 15,085 shares; 2026Q2: 13,640 shares 13,640 $661K 0.15% -1,445 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,400 shares; 2026Q1: 125,008 shares; 2026Q2: 50,475 shares 50,475 $657K 0.15% -74,533 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: 20,142 shares; 2024Q4: 19,629 shares; 2025Q1: 19,004 shares; 2025Q2: 13,297 shares; 2025Q3: 13,297 shares; 2025Q4: 13,780 shares; 2026Q1: 12,726 shares; 2026Q2: 12,726 shares 12,726 $653K 0.15% 0 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: 3,881 shares; 2024Q4: 5,258 shares; 2025Q1: 4,404 shares; 2025Q2: 4,910 shares; 2025Q3: 4,538 shares; 2025Q4: 5,362 shares; 2026Q1: 5,922 shares; 2026Q2: 6,893 shares 6,893 $652K 0.15% +971 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: 1,826 shares; 2024Q4: 3,800 shares; 2025Q1: 1,845 shares; 2025Q2: 2,042 shares; 2025Q3: 2,190 shares; 2025Q4: 2,220 shares; 2026Q1: 3,582 shares; 2026Q2: 3,600 shares 3,600 $651K 0.15% +18 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 9,207 shares; 2025Q2: 10,519 shares; 2025Q3: 6,531 shares; 2025Q4: 10,218 shares; 2026Q1: 7,612 shares; 2026Q2: 8,576 shares 8,576 $648K 0.15% +964 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 9,680 shares; 2026Q2: 12,838 shares 12,838 $644K 0.14% +3,158 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,260 shares; 2026Q1: 12,882 shares; 2026Q2: 12,882 shares 12,882 $641K 0.14% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058 shares; 2024Q4: 5,376 shares; 2025Q1: 8,501 shares; 2025Q2: 8,561 shares; 2025Q3: 8,061 shares; 2025Q4: 7,626 shares; 2026Q1: 7,061 shares; 2026Q2: 7,064 shares 7,064 $641K 0.14% +3 Timeline DDFM 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: 19,802 shares; 2026Q2: 32,265 shares 32,265 $637K 0.14% +12,463 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,262 shares; 2024Q4: 3,312 shares; 2025Q1: 3,280 shares; 2025Q2: 3,468 shares; 2025Q3: 3,547 shares; 2025Q4: 3,528 shares; 2026Q1: 3,872 shares; 2026Q2: 4,334 shares 4,334 $634K 0.14% +462 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 9,439 shares; 2026Q1: 14,004 shares; 2026Q2: 20,516 shares 20,516 $633K 0.14% +6,512 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,581 shares; 2024Q4: 190,616 shares; 2025Q1: 91,581 shares; 2025Q2: 99,263 shares; 2025Q3: 104,173 shares; 2025Q4: 111,230 shares; 2026Q1: 113,928 shares; 2026Q2: 114,407 shares 114,407 $632K 0.14% +479 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 3,430 shares; 2025Q1: 1,592 shares; 2025Q2: 1,523 shares; 2025Q3: 1,553 shares; 2025Q4: 1,538 shares; 2026Q1: 1,510 shares; 2026Q2: 2,308 shares 2,308 $628K 0.14% +798 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 4,676 shares; 2025Q1: 2,545 shares; 2025Q2: 3,212 shares; 2025Q3: 4,010 shares; 2025Q4: 6,232 shares; 2026Q1: 7,141 shares; 2026Q2: 4,130 shares 4,130 $626K 0.14% -3,011 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: 3,343 shares; 2024Q4: 6,758 shares; 2025Q1: 3,745 shares; 2025Q2: 3,581 shares; 2025Q3: 3,590 shares; 2025Q4: 3,558 shares; 2026Q1: 3,365 shares; 2026Q2: 3,296 shares 3,296 $625K 0.14% -69 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,521 shares; 2026Q1: 11,936 shares; 2026Q2: 18,322 shares 18,322 $624K 0.14% +6,386 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 9,815 shares; 2026Q1: 13,498 shares; 2026Q2: 19,787 shares 19,787 $624K 0.14% +6,289 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: 11,674 shares; 2026Q1: 11,674 shares; 2026Q2: 11,674 shares 11,674 $621K 0.14% 0 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: 1,543 shares; 2024Q4: 2,822 shares; 2025Q1: 1,591 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,268 shares; 2026Q1: 4,515 shares; 2026Q2: 4,578 shares 4,578 $620K 0.14% +63 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 reported; 2024Q4: 8,275 shares; 2025Q1: not reported; 2025Q2: 11,064 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,017 shares 11,017 $619K 0.14% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 723 shares; 2026Q2: 734 shares 734 $616K 0.14% +11 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares; 2026Q2: 3,284 shares 3,284 $614K 0.14% +939 Timeline AFLG 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: 10,763 shares; 2024Q4: 26,261 shares; 2025Q1: 28,354 shares; 2025Q2: 14,641 shares; 2025Q3: 15,257 shares; 2025Q4: 12,926 shares; 2026Q1: 13,451 shares; 2026Q2: 14,114 shares 14,114 $613K 0.14% +663 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: 36,932 shares; 2026Q1: 36,671 shares; 2026Q2: 30,054 shares 30,054 $603K 0.14% -6,617 Timeline FJUN 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 reported; 2024Q4: 8,494 shares; 2025Q1: 10,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,970 shares 9,970 $598K 0.13% new Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,234 shares; 2024Q4: 19,950 shares; 2025Q1: 19,234 shares; 2025Q2: 22,086 shares; 2025Q3: 22,495 shares; 2025Q4: 22,384 shares; 2026Q1: 46,266 shares; 2026Q2: 23,119 shares 23,119 $596K 0.13% -23,147 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: 4,498 shares; 2024Q4: 9,054 shares; 2025Q1: 4,449 shares; 2025Q2: 4,029 shares; 2025Q3: 8,204 shares; 2025Q4: 3,534 shares; 2026Q1: 3,069 shares; 2026Q2: 6,176 shares 6,176 $592K 0.13% +3,107 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,029 shares; 2024Q4: 12,270 shares; 2025Q1: 9,282 shares; 2025Q2: 12,708 shares; 2025Q3: 7,613 shares; 2025Q4: 7,296 shares; 2026Q1: 8,077 shares; 2026Q2: 9,195 shares 9,195 $591K 0.13% +1,118 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,402 shares; 2025Q1: 1,538 shares; 2025Q2: 1,495 shares; 2025Q3: 1,505 shares; 2025Q4: 1,476 shares; 2026Q1: 1,494 shares; 2026Q2: 1,505 shares 1,505 $587K 0.13% +11 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 6,940 shares; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares; 2026Q2: 3,443 shares 3,443 $584K 0.13% -28 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,051 shares; 2025Q2: 2,773 shares; 2025Q3: 8,591 shares; 2025Q4: 2,959 shares; 2026Q1: 3,113 shares; 2026Q2: 3,310 shares 3,310 $584K 0.13% +197 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 863 shares; 2025Q3: 941 shares; 2025Q4: 911 shares; 2026Q1: 4,974 shares; 2026Q2: 2,624 shares 2,624 $579K 0.13% -2,350 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,614 shares; 2025Q4: 9,548 shares; 2026Q1: 12,378 shares; 2026Q2: 20,406 shares 20,406 $577K 0.13% +8,028 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,479 shares; 2025Q3: 8,154 shares; 2025Q4: 9,119 shares; 2026Q1: 9,868 shares; 2026Q2: 10,590 shares 10,590 $567K 0.13% +722 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: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,012 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $561K 0.13% 0 Timeline IHDG 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: 10,062 shares; 2025Q1: 5,711 shares; 2025Q2: 8,911 shares; 2025Q3: 9,111 shares; 2025Q4: 10,033 shares; 2026Q1: 10,011 shares; 2026Q2: 10,712 shares 10,712 $561K 0.13% +701 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 2,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015 shares; 2026Q2: 2,837 shares 2,837 $555K 0.12% +1,822 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 2,010 shares 2,010 $555K 0.12% new 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: 1,582 shares; 2024Q4: 3,164 shares; 2025Q1: 1,680 shares; 2025Q2: 2,167 shares; 2025Q3: 2,229 shares; 2025Q4: 2,155 shares; 2026Q1: 2,188 shares; 2026Q2: 2,275 shares 2,275 $552K 0.12% +87 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,936 shares; 2024Q4: 58,232 shares; 2025Q1: 57,786 shares; 2025Q2: 50,426 shares; 2025Q3: 50,451 shares; 2025Q4: 50,722 shares; 2026Q1: 51,500 shares; 2026Q2: 51,091 shares 51,091 $551K 0.12% -409 Timeline CSX CSX CORP More: the full row for CSX 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: 11,455 shares 11,455 $544K 0.12% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 1,279 shares; 2026Q2: 1,279 shares 1,279 $544K 0.12% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 7,961 shares 7,961 $544K 0.12% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,490 shares; 2026Q1: 9,172 shares; 2026Q2: 11,880 shares 11,880 $543K 0.12% +2,708 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 726 shares; 2025Q1: 725 shares; 2025Q2: 685 shares; 2025Q3: 697 shares; 2025Q4: 733 shares; 2026Q1: 1,482 shares; 2026Q2: 683 shares 683 $542K 0.12% -799 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,799 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,505 shares 6,505 $536K 0.12% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,334 shares 8,334 $535K 0.12% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,516 shares; 2025Q1: 722 shares; 2025Q2: 755 shares; 2025Q3: 835 shares; 2025Q4: 11,550 shares; 2026Q1: 7,628 shares; 2026Q2: 7,478 shares 7,478 $534K 0.12% -150 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: 821 shares; 2024Q4: 983 shares; 2025Q1: 812 shares; 2025Q2: 1,117 shares; 2025Q3: 1,288 shares; 2025Q4: 887 shares; 2026Q1: 1,008 shares; 2026Q2: 1,472 shares 1,472 $533K 0.12% +464 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 2,770 shares; 2025Q1: 1,478 shares; 2025Q2: 2,876 shares; 2025Q3: 1,385 shares; 2025Q4: 1,355 shares; 2026Q1: 1,409 shares; 2026Q2: 1,437 shares 1,437 $533K 0.12% +28 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,191 shares; 2024Q4: 32,640 shares; 2025Q1: 17,390 shares; 2025Q2: 18,377 shares; 2025Q3: 15,065 shares; 2025Q4: 13,464 shares; 2026Q1: 12,788 shares; 2026Q2: 12,464 shares 12,464 $528K 0.12% -324 Timeline HERD 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: 9,819 shares; 2024Q4: 26,304 shares; 2025Q1: 9,819 shares; 2025Q2: 10,565 shares; 2025Q3: 10,605 shares; 2025Q4: 10,605 shares; 2026Q1: 10,846 shares; 2026Q2: 11,064 shares 11,064 $521K 0.12% +218 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 934 shares; 2025Q1: 435 shares; 2025Q2: 564 shares; 2025Q3: 541 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 4,324 shares 4,324 $517K 0.12% +3,791 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: 515 shares; 2024Q4: 528 shares; 2025Q1: 552 shares; 2025Q2: 570 shares; 2025Q3: 568 shares; 2025Q4: 567 shares; 2026Q1: 371 shares; 2026Q2: 807 shares 807 $512K 0.11% +436 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,942 shares 13,942 $510K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,887 shares 10,887 $509K 0.11% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 1,264 shares; 2025Q1: 642 shares; 2025Q2: 502 shares; 2025Q3: 626 shares; 2025Q4: 501 shares; 2026Q1: 502 shares; 2026Q2: 902 shares 902 $505K 0.11% +400 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,691 shares; 2025Q3: 4,268 shares; 2025Q4: 6,612 shares; 2026Q1: 3,813 shares; 2026Q2: 3,456 shares 3,456 $505K 0.11% -357 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,570 shares; 2025Q2: 1,649 shares; 2025Q3: 1,845 shares; 2025Q4: 1,851 shares; 2026Q1: 1,853 shares; 2026Q2: 1,854 shares 1,854 $501K 0.11% +1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,900 shares 18,900 $496K 0.11% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,753 shares 2,753 $494K 0.11% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,934 shares; 2026Q2: 9,799 shares 9,799 $494K 0.11% -9,135 Timeline FFEB 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 reported; 2024Q4: 7,140 shares; 2025Q1: 10,332 shares; 2025Q2: 10,951 shares; 2025Q3: 10,599 shares; 2025Q4: not reported; 2026Q1: 11,004 shares; 2026Q2: 8,048 shares 8,048 $491K 0.11% -2,956 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 reported; 2024Q4: not reported; 2025Q1: 11,193 shares; 2025Q2: 11,557 shares; 2025Q3: 11,334 shares; 2025Q4: not reported; 2026Q1: 11,777 shares; 2026Q2: 8,701 shares 8,701 $479K 0.11% -3,076 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,847 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,758 shares 1,758 $478K 0.11% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 3,200 shares; 2025Q1: 1,664 shares; 2025Q2: 1,824 shares; 2025Q3: 1,826 shares; 2025Q4: 1,817 shares; 2026Q1: 1,409 shares; 2026Q2: 1,595 shares 1,595 $476K 0.11% +186 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,963 shares; 2024Q4: not reported; 2025Q1: 3,961 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,376 shares 17,376 $475K 0.11% new 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: 8,082 shares; 2024Q4: 13,162 shares; 2025Q1: 8,074 shares; 2025Q2: 8,093 shares; 2025Q3: 7,727 shares; 2025Q4: 5,943 shares; 2026Q1: 6,049 shares; 2026Q2: 6,080 shares 6,080 $469K 0.1% +31 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,888 shares 10,888 $469K 0.1% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,283 shares 11,283 $465K 0.1% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,874 shares; 2025Q1: 7,641 shares; 2025Q2: 6,723 shares; 2025Q3: 6,645 shares; 2025Q4: 6,857 shares; 2026Q1: 6,957 shares; 2026Q2: 5,958 shares 5,958 $464K 0.1% -999 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,108 shares; 2024Q4: 10,316 shares; 2025Q1: 5,108 shares; 2025Q2: 5,033 shares; 2025Q3: 4,933 shares; 2025Q4: 4,933 shares; 2026Q1: 4,928 shares; 2026Q2: 4,853 shares 4,853 $464K 0.1% -75 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: not reported; 2025Q1: 5,818 shares; 2025Q2: 7,023 shares; 2025Q3: 8,956 shares; 2025Q4: 9,525 shares; 2026Q1: 10,302 shares; 2026Q2: 10,698 shares 10,698 $461K 0.1% +396 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,680 shares 8,680 $460K 0.1% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559 shares; 2026Q2: 3,219 shares 3,219 $457K 0.1% +660 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,057 shares; 2026Q2: 1,759 shares 1,759 $449K 0.1% -298 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,984 shares 2,984 $448K 0.1% new Timeline AFSM 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: 9,445 shares; 2024Q4: 26,229 shares; 2025Q1: 30,501 shares; 2025Q2: 13,806 shares; 2025Q3: 13,223 shares; 2025Q4: 10,134 shares; 2026Q1: 10,292 shares; 2026Q2: 10,873 shares 10,873 $447K 0.1% +581 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 890 shares; 2025Q2: 441 shares; 2025Q3: 447 shares; 2025Q4: 427 shares; 2026Q1: 935 shares; 2026Q2: 453 shares 453 $443K 0.1% -482 Timeline E ENI SPA More: the full row for ENI SPA 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: 12,527 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,400 shares 9,400 $440K 0.1% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,429 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,263 shares; 2025Q4: 1,121 shares; 2026Q1: 2,710 shares; 2026Q2: 1,207 shares 1,207 $440K 0.1% -1,503 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,046 shares; 2024Q4: 72,492 shares; 2025Q1: 41,046 shares; 2025Q2: 43,973 shares; 2025Q3: 44,273 shares; 2025Q4: 48,953 shares; 2026Q1: 51,693 shares; 2026Q2: 57,298 shares 57,298 $439K 0.1% +5,605 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 7,624 shares; 2026Q2: 4,310 shares 4,310 $438K 0.1% -3,314 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,967 shares; 2024Q4: 25,114 shares; 2025Q1: 29,029 shares; 2025Q2: 25,416 shares; 2025Q3: 28,780 shares; 2025Q4: 25,620 shares; 2026Q1: 51,448 shares; 2026Q2: 25,828 shares 25,828 $438K 0.1% -25,620 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,464 shares; 2025Q3: 10,545 shares; 2025Q4: 10,580 shares; 2026Q1: 22,622 shares; 2026Q2: 22,696 shares 22,696 $434K 0.1% +74 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,404 shares; 2025Q3: 5,486 shares; 2025Q4: 4,984 shares; 2026Q1: 5,279 shares; 2026Q2: 4,298 shares 4,298 $431K 0.1% -981 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,363 shares 15,363 $431K 0.1% new Timeline BSCT 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 reported; 2024Q4: 21,126 shares; 2025Q1: 13,878 shares; 2025Q2: 21,648 shares; 2025Q3: 21,648 shares; 2025Q4: 23,018 shares; 2026Q1: 23,018 shares; 2026Q2: 23,018 shares 23,018 $428K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 6,122 shares; 2025Q3: 7,167 shares; 2025Q4: 7,035 shares; 2026Q1: 7,114 shares; 2026Q2: 7,936 shares 7,936 $424K 0.1% +822 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,763 shares; 2024Q4: 122,195 shares; 2025Q1: 90,593 shares; 2025Q2: 47,983 shares; 2025Q3: 44,088 shares; 2025Q4: 38,957 shares; 2026Q1: 32,342 shares; 2026Q2: 30,972 shares 30,972 $424K 0.1% -1,370 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,584 shares 16,584 $423K 0.09% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,078 shares; 2025Q2: 709 shares; 2025Q3: 758 shares; 2025Q4: 642 shares; 2026Q1: 590 shares; 2026Q2: 819 shares 819 $422K 0.09% +229 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,253 shares 7,253 $418K 0.09% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,695 shares; 2024Q4: 5,062 shares; 2025Q1: 2,810 shares; 2025Q2: 2,816 shares; 2025Q3: 2,523 shares; 2025Q4: 2,528 shares; 2026Q1: 3,654 shares; 2026Q2: 3,875 shares 3,875 $416K 0.09% +221 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,067 shares; 2025Q4: 3,067 shares; 2026Q1: 3,021 shares; 2026Q2: 3,027 shares 3,027 $416K 0.09% +6 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,821 shares; 2026Q2: 4,126 shares 4,126 $415K 0.09% +1,305 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 6,175 shares; 2026Q1: not reported; 2026Q2: 5,313 shares 5,313 $410K 0.09% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,412 shares 3,412 $406K 0.09% new Timeline FTSM 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: 13,335 shares; 2024Q4: 13,606 shares; 2025Q1: 4,658 shares; 2025Q2: 4,990 shares; 2025Q3: 4,943 shares; 2025Q4: 12,666 shares; 2026Q1: 11,538 shares; 2026Q2: 6,776 shares 6,776 $405K 0.09% -4,762 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $398K 0.09% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,451 shares; 2024Q4: 11,152 shares; 2025Q1: 5,876 shares; 2025Q2: 5,751 shares; 2025Q3: 5,801 shares; 2025Q4: 5,826 shares; 2026Q1: 5,811 shares; 2026Q2: 5,811 shares 5,811 $394K 0.09% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 6,346 shares; 2025Q1: 3,511 shares; 2025Q2: 3,995 shares; 2025Q3: 4,213 shares; 2025Q4: 5,433 shares; 2026Q1: 4,811 shares; 2026Q2: 5,306 shares 5,306 $390K 0.09% +495 Timeline SOXX 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: 1,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $389K 0.09% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,248 shares; 2025Q3: 19,345 shares; 2025Q4: 13,983 shares; 2026Q1: 28,948 shares; 2026Q2: 8,960 shares 8,960 $386K 0.09% -19,988 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,953 shares; 2024Q4: 89,682 shares; 2025Q1: 50,975 shares; 2025Q2: 43,815 shares; 2025Q3: 28,708 shares; 2025Q4: 15,107 shares; 2026Q1: 15,215 shares; 2026Q2: 16,025 shares 16,025 $386K 0.09% +810 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,789 shares 2,789 $383K 0.09% new Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 12,700 shares; 2025Q1: 16,800 shares; 2025Q2: 16,800 shares; 2025Q3: 17,650 shares; 2025Q4: 18,700 shares; 2026Q1: 18,700 shares; 2026Q2: 20,336 shares 20,336 $381K 0.09% +1,636 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,841 shares; 2024Q4: 7,284 shares; 2025Q1: 3,642 shares; 2025Q2: 4,528 shares; 2025Q3: 4,528 shares; 2025Q4: 4,528 shares; 2026Q1: 4,528 shares; 2026Q2: 4,528 shares 4,528 $379K 0.08% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,987 shares; 2025Q3: 11,987 shares; 2025Q4: 11,987 shares; 2026Q1: 12,276 shares; 2026Q2: 11,789 shares 11,789 $377K 0.08% -487 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: 1,175 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,220 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,339 shares; 2026Q2: 1,347 shares 1,347 $375K 0.08% +8 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,641 shares; 2024Q4: 7,536 shares; 2025Q1: 4,188 shares; 2025Q2: 4,117 shares; 2025Q3: 3,946 shares; 2025Q4: 5,016 shares; 2026Q1: 4,280 shares; 2026Q2: 4,376 shares 4,376 $374K 0.08% +96 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,848 shares; 2024Q4: 13,520 shares; 2025Q1: 7,209 shares; 2025Q2: 6,602 shares; 2025Q3: 6,412 shares; 2025Q4: 6,429 shares; 2026Q1: 6,350 shares; 2026Q2: 6,278 shares 6,278 $374K 0.08% -72 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 2,796 shares; 2025Q1: 1,305 shares; 2025Q2: 1,264 shares; 2025Q3: 1,307 shares; 2025Q4: 1,332 shares; 2026Q1: 1,395 shares; 2026Q2: 1,514 shares 1,514 $373K 0.08% +119 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 600 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $372K 0.08% 0 Timeline BSCQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,364 shares; 2025Q3: 17,412 shares; 2025Q4: 18,776 shares; 2026Q1: 18,776 shares; 2026Q2: 18,776 shares 18,776 $367K 0.08% 0 Timeline GRID 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: 2,098 shares; 2024Q4: 2,596 shares; 2025Q1: not reported; 2025Q2: 1,941 shares; 2025Q3: 15,912 shares; 2025Q4: 1,923 shares; 2026Q1: 2,128 shares; 2026Q2: 1,905 shares 1,905 $365K 0.08% -223 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: 3,773 shares; 2024Q4: 12,104 shares; 2025Q1: 2,788 shares; 2025Q2: 9,508 shares; 2025Q3: 4,087 shares; 2025Q4: 7,970 shares; 2026Q1: 7,965 shares; 2026Q2: 8,031 shares 8,031 $364K 0.08% +66 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: 13,860 shares; 2024Q4: 12,638 shares; 2025Q1: 13,633 shares; 2025Q2: 9,580 shares; 2025Q3: 9,556 shares; 2025Q4: 6,777 shares; 2026Q1: 5,546 shares; 2026Q2: 5,052 shares 5,052 $363K 0.08% -494 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,611 shares; 2024Q4: 19,864 shares; 2025Q1: 14,991 shares; 2025Q2: 6,607 shares; 2025Q3: 6,931 shares; 2025Q4: 7,481 shares; 2026Q1: 7,018 shares; 2026Q2: 7,171 shares 7,171 $363K 0.08% +153 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,407 shares; 2024Q4: 6,191 shares; 2025Q1: 5,749 shares; 2025Q2: 6,494 shares; 2025Q3: 6,739 shares; 2025Q4: 6,761 shares; 2026Q1: 6,831 shares; 2026Q2: 7,249 shares 7,249 $359K 0.08% +418 Timeline AFMC 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: 8,491 shares; 2024Q4: 24,058 shares; 2025Q1: 26,909 shares; 2025Q2: 163,088 shares; 2025Q3: 11,899 shares; 2025Q4: 7,907 shares; 2026Q1: 8,155 shares; 2026Q2: 8,741 shares 8,741 $358K 0.08% +586 Timeline BSCR 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 reported; 2024Q4: 16,384 shares; 2025Q1: 11,303 shares; 2025Q2: 16,125 shares; 2025Q3: 16,889 shares; 2025Q4: 18,255 shares; 2026Q1: 18,255 shares; 2026Q2: 18,255 shares 18,255 $358K 0.08% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,045 shares; 2026Q2: 11,247 shares 11,247 $357K 0.08% +1,202 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: 7,294 shares; 2024Q4: 7,494 shares; 2025Q1: 8,598 shares; 2025Q2: 7,935 shares; 2025Q3: 7,559 shares; 2025Q4: 7,022 shares; 2026Q1: 14,312 shares; 2026Q2: 7,206 shares 7,206 $355K 0.08% -7,106 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,835 shares; 2024Q4: 21,932 shares; 2025Q1: 10,835 shares; 2025Q2: 10,088 shares; 2025Q3: 9,882 shares; 2025Q4: 10,606 shares; 2026Q1: 10,680 shares; 2026Q2: 10,773 shares 10,773 $353K 0.08% +93 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,540 shares; 2025Q1: not reported; 2025Q2: 9,176 shares; 2025Q3: 9,298 shares; 2025Q4: 9,515 shares; 2026Q1: 9,877 shares; 2026Q2: 11,977 shares 11,977 $351K 0.08% +2,100 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 27,692 shares; 2026Q2: 24,084 shares 24,084 $349K 0.08% -3,608 Timeline FHLC 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: not reported; 2026Q1: not reported; 2026Q2: 4,497 shares 4,497 $348K 0.08% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,116 shares 5,116 $346K 0.08% new Timeline MARM 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: 17,536 shares; 2024Q4: 17,016 shares; 2025Q1: 14,444 shares; 2025Q2: 13,070 shares; 2025Q3: 12,914 shares; 2025Q4: 11,369 shares; 2026Q1: 10,833 shares; 2026Q2: 10,073 shares 10,073 $344K 0.08% -760 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,630 shares; 2025Q4: 3,625 shares; 2026Q1: 4,404 shares; 2026Q2: 4,760 shares 4,760 $343K 0.08% +356 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,762 shares 6,762 $340K 0.08% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,183 shares; 2026Q1: 5,006 shares; 2026Q2: 5,180 shares 5,180 $340K 0.08% +174 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $338K 0.08% new Timeline NTRL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,677 shares; 2025Q4: 14,858 shares; 2026Q1: 15,773 shares; 2026Q2: 16,375 shares 16,375 $338K 0.08% +602 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: 15,414 shares; 2025Q1: 8,657 shares; 2025Q2: 7,613 shares; 2025Q3: 7,345 shares; 2025Q4: 7,408 shares; 2026Q1: 7,743 shares; 2026Q2: 7,210 shares 7,210 $338K 0.08% -533 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,285 shares; 2026Q1: 8,577 shares; 2026Q2: 8,493 shares 8,493 $336K 0.08% -84 Timeline USMF 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: 6,960 shares; 2025Q1: not reported; 2025Q2: 5,370 shares; 2025Q3: 5,470 shares; 2025Q4: 5,870 shares; 2026Q1: 6,095 shares; 2026Q2: 6,170 shares 6,170 $335K 0.07% +75 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,310 shares; 2025Q1: 1,345 shares; 2025Q2: 1,335 shares; 2025Q3: 1,534 shares; 2025Q4: 1,830 shares; 2026Q1: 3,858 shares; 2026Q2: 2,209 shares 2,209 $323K 0.07% -1,649 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: 3,975 shares; 2024Q4: 8,304 shares; 2025Q1: 4,299 shares; 2025Q2: 1,186 shares; 2025Q3: 1,214 shares; 2025Q4: 1,553 shares; 2026Q1: not reported; 2026Q2: 2,203 shares 2,203 $323K 0.07% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 5,666 shares; 2026Q2: 5,696 shares 5,696 $321K 0.07% +30 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: 10,357 shares; 2024Q4: 11,525 shares; 2025Q1: 14,856 shares; 2025Q2: 25,186 shares; 2025Q3: 15,903 shares; 2025Q4: 14,819 shares; 2026Q1: 31,166 shares; 2026Q2: 15,360 shares 15,360 $318K 0.07% -15,806 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,402 shares; 2025Q3: 12,489 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,642 shares 6,642 $315K 0.07% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,414 shares; 2025Q4: 2,407 shares; 2026Q1: 2,401 shares; 2026Q2: 2,936 shares 2,936 $315K 0.07% +535 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 3,803 shares 3,803 $314K 0.07% +3,161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,396 shares 1,396 $311K 0.07% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,177 shares; 2026Q1: 16,770 shares; 2026Q2: 3,497 shares 3,497 $311K 0.07% -13,273 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,326 shares; 2025Q3: 2,222 shares; 2025Q4: 4,454 shares; 2026Q1: 4,712 shares; 2026Q2: 4,583 shares 4,583 $309K 0.07% -129 Timeline AMOM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,903 shares; 2025Q1: 21,213 shares; 2025Q2: 11,356 shares; 2025Q3: 12,603 shares; 2025Q4: 6,304 shares; 2026Q1: 4,586 shares; 2026Q2: 4,770 shares 4,770 $307K 0.07% +184 Timeline DFTT NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 9,919 shares; 2026Q2: 9,459 shares 9,459 $305K 0.07% -460 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,600 shares; 2025Q1: 14,910 shares; 2025Q2: 16,200 shares; 2025Q3: 17,310 shares; 2025Q4: 17,700 shares; 2026Q1: 23,450 shares; 2026Q2: 23,250 shares 23,250 $298K 0.07% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,877 shares 4,877 $297K 0.07% new Timeline DLS 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: 2,990 shares; 2025Q4: 3,312 shares; 2026Q1: 3,433 shares; 2026Q2: 3,508 shares 3,508 $295K 0.07% +75 Timeline HYBI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,292 shares; 2025Q3: 4,582 shares; 2025Q4: not reported; 2026Q1: 4,377 shares; 2026Q2: 5,985 shares 5,985 $295K 0.07% +1,608 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,647 shares; 2024Q4: 7,778 shares; 2025Q1: 5,776 shares; 2025Q2: 6,075 shares; 2025Q3: 6,636 shares; 2025Q4: 2,883 shares; 2026Q1: 2,584 shares; 2026Q2: 3,056 shares 3,056 $294K 0.07% +472 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,992 shares; 2024Q4: 39,098 shares; 2025Q1: 42,801 shares; 2025Q2: 46,420 shares; 2025Q3: 48,563 shares; 2025Q4: not reported; 2026Q1: 3,970 shares; 2026Q2: 3,589 shares 3,589 $291K 0.07% -381 Timeline IBTG 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: 11,932 shares; 2025Q4: 12,588 shares; 2026Q1: 12,588 shares; 2026Q2: 12,588 shares 12,588 $288K 0.06% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,227 shares 2,227 $285K 0.06% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,017 shares; 2026Q2: 10,928 shares 10,928 $282K 0.06% -5,089 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,200 shares; 2025Q1: 10,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,149 shares; 2026Q2: 6,063 shares 6,063 $282K 0.06% -86 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL 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: 3,144 shares; 2026Q2: 1,646 shares 1,646 $277K 0.06% -1,498 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: not reported; 2024Q4: 1,996 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,151 shares; 2025Q4: 1,319 shares; 2026Q1: 1,124 shares; 2026Q2: 1,131 shares 1,131 $275K 0.06% +7 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 2,117 shares; 2026Q2: 2,195 shares 2,195 $274K 0.06% +78 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,530 shares; 2025Q1: 11,830 shares; 2025Q2: 13,830 shares; 2025Q3: 15,219 shares; 2025Q4: 16,380 shares; 2026Q1: 18,580 shares; 2026Q2: 24,696 shares 24,696 $273K 0.06% +6,116 Timeline XIDE 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: 19,597 shares; 2024Q4: 13,923 shares; 2025Q1: 12,622 shares; 2025Q2: 12,245 shares; 2025Q3: 12,035 shares; 2025Q4: 11,676 shares; 2026Q1: 10,339 shares; 2026Q2: 8,966 shares 8,966 $272K 0.06% -1,373 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,663 shares; 2025Q4: not reported; 2026Q1: 11,320 shares; 2026Q2: 5,660 shares 5,660 $267K 0.06% -5,660 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: 3,759 shares; 2024Q4: 6,124 shares; 2025Q1: 9,028 shares; 2025Q2: 7,745 shares; 2025Q3: 8,305 shares; 2025Q4: 3,625 shares; 2026Q1: 3,915 shares; 2026Q2: 1,213 shares 1,213 $267K 0.06% -2,702 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 3,462 shares; 2026Q2: 2,935 shares 2,935 $266K 0.06% -527 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares; 2026Q1: 4,487 shares; 2026Q2: 4,487 shares 4,487 $266K 0.06% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares; 2026Q1: 4,784 shares; 2026Q2: 4,784 shares 4,784 $266K 0.06% 0 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 reported; 2024Q4: 2,600 shares; 2025Q1: 3,195 shares; 2025Q2: 2,918 shares; 2025Q3: 36,426 shares; 2025Q4: 2,490 shares; 2026Q1: 1,971 shares; 2026Q2: 1,991 shares 1,991 $265K 0.06% +20 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,474 shares; 2024Q4: 6,950 shares; 2025Q1: 3,474 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares; 2026Q2: 3,448 shares 3,448 $264K 0.06% 0 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,944 shares; 2024Q4: 82,782 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,761 shares; 2026Q2: 12,204 shares 12,204 $261K 0.06% +443 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,628 shares; 2025Q1: not reported; 2025Q2: 3,938 shares; 2025Q3: 3,837 shares; 2025Q4: 3,738 shares; 2026Q1: 3,397 shares; 2026Q2: 3,417 shares 3,417 $258K 0.06% +20 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,864 shares; 2025Q1: 4,292 shares; 2025Q2: 3,734 shares; 2025Q3: 3,715 shares; 2025Q4: 3,853 shares; 2026Q1: 3,803 shares; 2026Q2: 3,360 shares 3,360 $258K 0.06% -443 Timeline IBTH 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: 10,393 shares; 2025Q4: 11,061 shares; 2026Q1: 11,505 shares; 2026Q2: 11,505 shares 11,505 $257K 0.06% 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: 2,984 shares; 2024Q4: 7,946 shares; 2025Q1: 2,962 shares; 2025Q2: 3,251 shares; 2025Q3: 3,096 shares; 2025Q4: 5,648 shares; 2026Q1: 4,642 shares; 2026Q2: 4,801 shares 4,801 $255K 0.06% +159 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 504 shares 504 $255K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 4,700 shares; 2025Q1: 2,406 shares; 2025Q2: 2,435 shares; 2025Q3: not reported; 2025Q4: 2,567 shares; 2026Q1: not reported; 2026Q2: 2,471 shares 2,471 $253K 0.06% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,742 shares; 2025Q1: 15,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,685 shares; 2026Q2: 6,751 shares 6,751 $248K 0.06% +66 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: 3,676 shares; 2024Q4: 3,239 shares; 2025Q1: 3,821 shares; 2025Q2: 3,323 shares; 2025Q3: 2,821 shares; 2025Q4: 2,311 shares; 2026Q1: 1,976 shares; 2026Q2: 1,948 shares 1,948 $247K 0.06% -28 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: not reported; 2024Q4: 2,460 shares; 2025Q1: 3,852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,830 shares 2,830 $245K 0.05% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,646 shares; 2026Q2: 1,589 shares 1,589 $244K 0.05% -57 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,504 shares 13,504 $243K 0.05% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,330 shares; 2024Q4: 7,279 shares; 2025Q1: 8,725 shares; 2025Q2: 7,553 shares; 2025Q3: 6,596 shares; 2025Q4: 5,424 shares; 2026Q1: 10,848 shares; 2026Q2: 5,424 shares 5,424 $241K 0.05% -5,424 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE 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: 5,212 shares; 2026Q2: 2,614 shares 2,614 $240K 0.05% -2,598 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,250 shares; 2025Q1: 11,850 shares; 2025Q2: 10,350 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares; 2026Q2: 16,600 shares 16,600 $239K 0.05% +5,500 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: not reported; 2024Q4: 1,208 shares; 2025Q1: not reported; 2025Q2: 1,366 shares; 2025Q3: not reported; 2025Q4: 933 shares; 2026Q1: 1,093 shares; 2026Q2: 1,082 shares 1,082 $239K 0.05% -11 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,719 shares; 2026Q2: 2,699 shares 2,699 $235K 0.05% -20 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 8,126 shares; 2026Q1: 9,265 shares; 2026Q2: 9,927 shares 9,927 $234K 0.05% +662 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,853 shares; 2026Q2: 324 shares 324 $234K 0.05% -1,529 Timeline SPTE SP FUNDS TRUST More: the full row for SP FUNDS 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: 4,752 shares 4,752 $232K 0.05% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 4,131 shares; 2026Q1: 2,577 shares; 2026Q2: 2,398 shares 2,398 $232K 0.05% -179 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,280 shares 5,280 $231K 0.05% new Timeline QRFT EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,537 shares; 2025Q1: 15,809 shares; 2025Q2: 7,073 shares; 2025Q3: 6,989 shares; 2025Q4: 4,198 shares; 2026Q1: not reported; 2026Q2: 3,315 shares 3,315 $231K 0.05% new Timeline DGRE 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: not reported; 2026Q1: not reported; 2026Q2: 5,568 shares 5,568 $228K 0.05% new Timeline FNDE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,514 shares; 2026Q2: 5,599 shares 5,599 $223K 0.05% +85 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: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 376 shares; 2025Q4: 372 shares; 2026Q1: not reported; 2026Q2: 430 shares 430 $221K 0.05% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,396 shares; 2025Q1: 3,994 shares; 2025Q2: 3,509 shares; 2025Q3: 3,501 shares; 2025Q4: 3,727 shares; 2026Q1: 4,050 shares; 2026Q2: 3,175 shares 3,175 $219K 0.05% -875 Timeline BKCI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,860 shares; 2026Q2: 4,038 shares 4,038 $218K 0.05% -2,822 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,842 shares; 2025Q3: 5,572 shares; 2025Q4: 4,237 shares; 2026Q1: 4,275 shares; 2026Q2: 4,393 shares 4,393 $216K 0.05% +118 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 2,464 shares 2,464 $214K 0.05% new 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: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares; 2026Q2: 2,683 shares 2,683 $212K 0.05% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,076 shares 4,076 $212K 0.05% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 22,646 shares; 2026Q2: 12,972 shares 12,972 $212K 0.05% -9,674 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,775 shares; 2025Q4: not reported; 2026Q1: 11,898 shares; 2026Q2: 5,949 shares 5,949 $210K 0.05% -5,949 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,760 shares 1,760 $207K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,653 shares; 2025Q3: 6,631 shares; 2025Q4: 6,015 shares; 2026Q1: not reported; 2026Q2: 2,203 shares 2,203 $206K 0.05% new Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE 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: 6,416 shares 6,416 $204K 0.05% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 11,083 shares; 2025Q2: 10,322 shares; 2025Q3: 11,447 shares; 2025Q4: 11,472 shares; 2026Q1: 11,498 shares; 2026Q2: 12,675 shares 12,675 $203K 0.05% +1,177 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,400 shares; 2024Q4: 48,016 shares; 2025Q1: 43,600 shares; 2025Q2: 41,100 shares; 2025Q3: 38,291 shares; 2025Q4: 27,302 shares; 2026Q1: 7,302 shares; 2026Q2: 2,500 shares 2,500 $202K 0.05% -4,802 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 17,800 shares; 2026Q2: 22,163 shares 22,163 $179K 0.04% +4,363 Timeline BSCV 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 reported; 2024Q4: 15,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,523 shares; 2026Q1: 10,523 shares; 2026Q2: 10,523 shares 10,523 $172K 0.04% 0 Timeline NEXA NEXA RES S A More: the full row for NEXA RES S A 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: 13,128 shares 13,128 $161K 0.04% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 21,000 shares; 2025Q4: 29,200 shares; 2026Q1: 29,200 shares; 2026Q2: 29,200 shares 29,200 $107K 0.02% 0 Timeline FBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,664 shares 10,664 $95.6K 0.02% new Timeline SMCY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,248 shares; 2026Q2: 15,587 shares 15,587 $78.9K 0.02% +4,339 Timeline GETY GETTY IMAGES HOLDINGS INC More: the full row for GETTY IMAGES HOLDINGS 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: 10,000 shares 10,000 $8.6K <0.01% new Timeline