GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 178,594 shares; 2024Q2: 170,151 shares; 2024Q3: 163,688 shares; 2024Q4: 141,180 shares; 2025Q1: 143,887 shares; 2025Q2: 129,013 shares; 2025Q3: 114,374 shares 114,374 $8.74M 15.42% -14,639 Timeline FTCB 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,515 shares 274,515 $5.85M 10.31% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,567 shares; 2025Q1: 40,929 shares; 2025Q2: 41,805 shares; 2025Q3: 43,030 shares 43,030 $4.14M 7.29% +1,225 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,027 shares; 2025Q1: 33,749 shares; 2025Q2: 32,485 shares; 2025Q3: 29,961 shares 29,961 $3.63M 6.39% -2,524 Timeline JEPI 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; 2023Q4: restricted; 2024Q1: 199,176 shares; 2024Q2: 181,145 shares; 2024Q3: 176,546 shares; 2024Q4: 61,996 shares; 2025Q1: 58,824 shares; 2025Q2: 47,135 shares; 2025Q3: 43,578 shares 43,578 $2.49M 4.39% -3,557 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40,665 shares; 2025Q1: 42,198 shares; 2025Q2: 42,341 shares; 2025Q3: 47,712 shares 47,712 $2.41M 4.25% +5,371 Timeline LMBS 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; 2023Q4: restricted; 2024Q1: 36,422 shares; 2024Q2: 35,679 shares; 2024Q3: 30,632 shares; 2024Q4: 48,129 shares; 2025Q1: 45,286 shares; 2025Q2: 42,341 shares; 2025Q3: 39,614 shares 39,614 $1.97M 3.48% -2,727 Timeline IUS 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 27,572 shares; 2024Q4: 36,852 shares; 2025Q1: 35,777 shares; 2025Q2: 34,518 shares; 2025Q3: 32,196 shares 32,196 $1.78M 3.13% -2,322 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,246 shares; 2025Q1: 33,422 shares; 2025Q2: 32,268 shares; 2025Q3: 30,087 shares 30,087 $1.7M 2.99% -2,181 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; 2023Q4: restricted; 2024Q1: 184,577 shares; 2024Q2: 166,130 shares; 2024Q3: 186,958 shares; 2024Q4: 96,850 shares; 2025Q1: 92,548 shares; 2025Q2: 48,472 shares; 2025Q3: 44,604 shares 44,604 $1.7M 2.99% -3,868 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,009 shares; 2025Q1: 46,567 shares; 2025Q2: 45,247 shares; 2025Q3: 42,229 shares 42,229 $1.43M 2.52% -3,018 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,941 shares; 2024Q4: 7,231 shares; 2025Q1: 16,254 shares; 2025Q2: 27,418 shares; 2025Q3: 28,804 shares 28,804 $1.32M 2.32% +1,386 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; 2023Q4: restricted; 2024Q1: 2,175 shares; 2024Q2: 2,598 shares; 2024Q3: 2,273 shares; 2024Q4: 2,233 shares; 2025Q1: 2,181 shares; 2025Q2: 2,077 shares; 2025Q3: 2,079 shares 2,079 $1.27M 2.25% +2 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,530 shares; 2024Q4: 8,583 shares; 2025Q1: 16,888 shares; 2025Q2: 18,611 shares; 2025Q3: 18,976 shares 18,976 $963K 1.7% +365 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48,858 shares; 2024Q4: 6,719 shares; 2025Q1: 13,959 shares; 2025Q2: 20,330 shares; 2025Q3: 19,005 shares 19,005 $905K 1.6% -1,325 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,686 shares; 2025Q1: 22,013 shares; 2025Q2: 21,167 shares; 2025Q3: 19,620 shares 19,620 $904K 1.59% -1,547 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 261 shares; 2024Q2: 4,801 shares; 2024Q3: 3,545 shares; 2024Q4: 3,917 shares; 2025Q1: 4,671 shares; 2025Q2: 4,060 shares; 2025Q3: 4,568 shares 4,568 $852K 1.5% +508 Timeline JSCP 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,576 shares; 2025Q1: 10,229 shares; 2025Q2: 16,897 shares; 2025Q3: 17,776 shares 17,776 $846K 1.49% +879 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; 2023Q4: restricted; 2024Q1: 9,054 shares; 2024Q2: 9,467 shares; 2024Q3: 9,520 shares; 2024Q4: 9,514 shares; 2025Q1: 9,535 shares; 2025Q2: 7,470 shares; 2025Q3: 7,495 shares 7,495 $845K 1.49% +25 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; 2023Q4: restricted; 2024Q1: 16,411 shares; 2024Q2: 16,411 shares; 2024Q3: 16,411 shares; 2024Q4: 16,158 shares; 2025Q1: 15,725 shares; 2025Q2: 14,624 shares; 2025Q3: 14,598 shares 14,598 $808K 1.42% -26 Timeline QQEW 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; 2023Q4: restricted; 2024Q1: 109,125 shares; 2024Q2: 98,283 shares; 2024Q3: 97,385 shares; 2024Q4: 9,179 shares; 2025Q1: 8,370 shares; 2025Q2: 5,735 shares; 2025Q3: 5,088 shares 5,088 $718K 1.27% -647 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,518 shares; 2025Q3: 26,309 shares 26,309 $704K 1.24% -3,209 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; 2023Q4: restricted; 2024Q1: 220,640 shares; 2024Q2: 200,959 shares; 2024Q3: 195,885 shares; 2024Q4: 25,816 shares; 2025Q1: 25,057 shares; 2025Q2: 16,540 shares; 2025Q3: 15,699 shares 15,699 $672K 1.18% -841 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; 2023Q4: restricted; 2024Q1: 215,079 shares; 2024Q2: 195,712 shares; 2024Q3: 175,874 shares; 2024Q4: 52,468 shares; 2025Q1: 48,315 shares; 2025Q2: 9,750 shares; 2025Q3: 8,166 shares 8,166 $659K 1.16% -1,584 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,113 shares; 2024Q2: 1,959 shares; 2024Q3: 1,959 shares; 2024Q4: 1,909 shares; 2025Q1: 1,913 shares; 2025Q2: 1,961 shares; 2025Q3: 1,943 shares 1,943 $584K 1.03% -18 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; 2023Q4: restricted; 2024Q1: 76,824 shares; 2024Q2: 75,550 shares; 2024Q3: 57,554 shares; 2024Q4: 20,748 shares; 2025Q1: 18,483 shares; 2025Q2: 14,175 shares; 2025Q3: 14,126 shares 14,126 $572K 1.01% -49 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,974 shares; 2024Q2: 2,974 shares; 2024Q3: 2,974 shares; 2024Q4: 2,974 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,656 shares 2,656 $570K 1.01% -109 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; 2023Q4: restricted; 2024Q1: 1,542 shares; 2024Q2: 1,824 shares; 2024Q3: 2,419 shares; 2024Q4: 1,824 shares; 2025Q1: 2,257 shares; 2025Q2: 1,824 shares; 2025Q3: 1,542 shares 1,542 $548K 0.97% -282 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; 2023Q4: restricted; 2024Q1: 13,700 shares; 2024Q2: 13,700 shares; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares 13,700 $533K 0.94% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 957 shares; 2024Q3: 931 shares; 2024Q4: 882 shares; 2025Q1: 896 shares; 2025Q2: 886 shares; 2025Q3: 898 shares 898 $465K 0.82% +12 Timeline FJUL 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; 2023Q4: restricted; 2024Q1: 152,400 shares; 2024Q2: 143,803 shares; 2024Q3: 53,504 shares; 2024Q4: 12,721 shares; 2025Q1: 12,016 shares; 2025Q2: 7,724 shares; 2025Q3: 7,724 shares 7,724 $423K 0.75% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 34,714 shares; 2024Q2: 34,334 shares; 2024Q3: 33,935 shares; 2024Q4: 8,247 shares; 2025Q1: 6,355 shares; 2025Q2: 4,973 shares; 2025Q3: 3,887 shares 3,887 $414K 0.73% -1,086 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150,187 shares; 2024Q2: 135,965 shares; 2024Q3: 124,498 shares; 2024Q4: 15,747 shares; 2025Q1: 14,340 shares; 2025Q2: 9,971 shares; 2025Q3: 9,288 shares 9,288 $403K 0.71% -683 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,183 shares 1,183 $390K 0.69% +24 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,346 shares; 2024Q4: 8,280 shares; 2025Q1: 9,240 shares; 2025Q2: 9,147 shares; 2025Q3: 9,143 shares 9,143 $387K 0.68% -4 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 101,290 shares; 2024Q2: 96,181 shares; 2024Q3: 93,244 shares; 2024Q4: 27,407 shares; 2025Q1: 25,319 shares; 2025Q2: 4,058 shares; 2025Q3: 3,687 shares 3,687 $385K 0.68% -371 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,839 shares; 2024Q2: 11,602 shares; 2024Q3: 11,588 shares; 2024Q4: 4,693 shares; 2025Q1: 4,685 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares 4,590 $378K 0.67% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares 2,377 $369K 0.65% new 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; 2023Q4: restricted; 2024Q1: 1,160 shares; 2024Q2: 1,173 shares; 2024Q3: 1,175 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,560 shares; 2025Q3: 1,167 shares 1,167 $368K 0.65% -393 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,277 shares; 2025Q3: 2,421 shares 2,421 $353K 0.62% -856 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,553 shares; 2024Q2: 2,703 shares; 2024Q3: 2,572 shares; 2024Q4: 2,388 shares; 2025Q1: 1,740 shares; 2025Q2: 1,272 shares; 2025Q3: 1,237 shares 1,237 $315K 0.56% -35 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,301 shares; 2024Q3: 6,129 shares; 2024Q4: 6,129 shares; 2025Q1: 6,091 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares 6,065 $313K 0.55% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 498 shares 498 $306K 0.54% -4 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 53,613 shares; 2024Q3: 36,906 shares; 2024Q4: 29,681 shares; 2025Q1: 16,406 shares; 2025Q2: 13,732 shares; 2025Q3: 6,695 shares 6,695 $297K 0.52% -7,037 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,099 shares; 2024Q2: 2,099 shares; 2024Q3: 2,099 shares; 2024Q4: 2,100 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,100 shares 2,100 $297K 0.52% +1 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; 2023Q4: restricted; 2024Q1: 7,428 shares; 2024Q2: 7,438 shares; 2024Q3: 7,447 shares; 2024Q4: 6,722 shares; 2025Q1: 6,729 shares; 2025Q2: 6,229 shares; 2025Q3: 6,232 shares 6,232 $289K 0.51% +3 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; 2023Q4: restricted; 2024Q1: 542,646 shares; 2024Q2: 518,536 shares; 2024Q3: 518,946 shares; 2024Q4: 42,409 shares; 2025Q1: 39,849 shares; 2025Q2: 10,840 shares; 2025Q3: 9,493 shares 9,493 $245K 0.43% -1,347 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; 2023Q4: restricted; 2024Q1: 4,306 shares; 2024Q2: 4,311 shares; 2024Q3: 4,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,609 shares; 2025Q3: 3,587 shares 3,587 $215K 0.38% -22 Timeline