AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,756 shares; 2025Q1: 72,010 shares; 2025Q2: 71,195 shares; 2025Q3: 72,399 shares; 2025Q4: 74,909 shares; 2026Q1: 75,069 shares 75,069 $19.1M 6.17% +160 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97,687 shares; 2025Q1: 98,388 shares; 2025Q2: 98,696 shares; 2025Q3: 99,296 shares; 2025Q4: 103,009 shares; 2026Q1: 107,346 shares 107,346 $18.7M 6.07% +4,337 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,571 shares; 2025Q1: 40,511 shares; 2025Q2: 38,967 shares; 2025Q3: 38,553 shares; 2025Q4: 39,165 shares; 2026Q1: 39,977 shares 39,977 $12.4M 4.01% +812 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,273 shares; 2025Q1: 86,532 shares; 2025Q2: 84,695 shares; 2025Q3: 85,233 shares; 2025Q4: 82,079 shares; 2026Q1: 80,675 shares 80,675 $10M 3.25% -1,404 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,948 shares; 2025Q1: 57,917 shares; 2025Q2: 57,686 shares; 2025Q3: 58,180 shares; 2025Q4: 59,012 shares; 2026Q1: 56,738 shares 56,738 $9.63M 3.12% -2,274 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,901 shares; 2025Q1: 27,446 shares; 2025Q2: 25,992 shares; 2025Q3: 26,641 shares; 2025Q4: 27,260 shares; 2026Q1: 28,057 shares 28,057 $8.07M 2.61% +797 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,087 shares; 2025Q1: 19,697 shares; 2025Q2: 19,412 shares; 2025Q3: 19,003 shares; 2025Q4: 19,313 shares; 2026Q1: 19,314 shares 19,314 $7.15M 2.32% +1 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,395 shares; 2025Q1: 25,720 shares; 2025Q2: 26,552 shares; 2025Q3: 28,255 shares; 2025Q4: 28,398 shares; 2026Q1: 28,388 shares 28,388 $5.91M 1.92% -10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118,642 shares; 2025Q1: 117,308 shares; 2025Q2: 117,816 shares; 2025Q3: 117,907 shares; 2025Q4: 118,351 shares; 2026Q1: 118,692 shares 118,692 $5.24M 1.7% +341 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,150 shares; 2025Q1: 14,852 shares; 2025Q2: 15,280 shares; 2025Q3: 15,120 shares; 2025Q4: 15,162 shares; 2026Q1: 15,550 shares 15,550 $4.57M 1.48% +388 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,903 shares; 2025Q1: 11,914 shares; 2025Q2: 11,648 shares; 2025Q3: 12,669 shares; 2025Q4: 12,670 shares; 2026Q1: 12,791 shares 12,791 $4.5M 1.46% +121 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,507 shares; 2025Q1: 80,536 shares; 2025Q2: 80,947 shares; 2025Q3: 80,634 shares; 2025Q4: 80,815 shares; 2026Q1: 83,430 shares 83,430 $4.07M 1.32% +2,615 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,693 shares; 2025Q1: 72,121 shares; 2025Q2: 80,158 shares; 2025Q3: 87,108 shares; 2025Q4: 92,322 shares; 2026Q1: 97,754 shares 97,754 $3.92M 1.27% +5,432 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,090 shares; 2025Q1: 4,135 shares; 2025Q2: 5,183 shares; 2025Q3: 5,440 shares; 2025Q4: 5,863 shares; 2026Q1: 6,561 shares 6,561 $3.75M 1.22% +698 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,971 shares; 2025Q1: 15,053 shares; 2025Q2: 9,879 shares; 2025Q3: 10,798 shares; 2025Q4: 10,588 shares; 2026Q1: 10,845 shares 10,845 $3.11M 1.01% +257 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,466 shares; 2025Q1: 4,475 shares; 2025Q2: 4,494 shares; 2025Q3: 4,538 shares; 2025Q4: 4,660 shares; 2026Q1: 4,720 shares 4,720 $3.08M 1% +60 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,456 shares; 2025Q1: 7,498 shares; 2025Q2: 7,925 shares; 2025Q3: 8,043 shares; 2025Q4: 7,954 shares; 2026Q1: 7,975 shares 7,975 $2.96M 0.96% +21 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,137 shares; 2025Q1: 14,444 shares; 2025Q2: 14,132 shares; 2025Q3: 14,178 shares; 2025Q4: 14,439 shares; 2026Q1: 14,223 shares 14,223 $2.83M 0.92% -216 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,991 shares; 2025Q1: 3,043 shares; 2025Q2: 2,994 shares; 2025Q3: 3,150 shares; 2025Q4: 3,042 shares; 2026Q1: 3,066 shares 3,066 $2.82M 0.91% +24 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,698 shares; 2025Q2: 50,045 shares; 2025Q3: 76,146 shares; 2025Q4: 78,216 shares; 2026Q1: 77,858 shares 77,858 $2.63M 0.85% -358 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,699 shares; 2025Q1: 3,653 shares; 2025Q2: 3,563 shares; 2025Q3: 3,776 shares; 2025Q4: 3,756 shares; 2026Q1: 3,767 shares 3,767 $2.28M 0.74% +11 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,771 shares; 2025Q1: 4,810 shares; 2025Q2: 4,629 shares; 2025Q3: 4,849 shares; 2025Q4: 5,258 shares; 2026Q1: 5,068 shares 5,068 $2.18M 0.71% -190 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,943 shares; 2025Q1: 11,907 shares; 2025Q2: 12,209 shares; 2025Q3: 12,165 shares; 2025Q4: 11,265 shares; 2026Q1: 11,056 shares 11,056 $2.13M 0.69% -209 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,339 shares; 2025Q1: 9,943 shares; 2025Q2: 10,026 shares; 2025Q3: 10,037 shares; 2025Q4: 10,465 shares; 2026Q1: 10,612 shares 10,612 $2.04M 0.66% +147 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,886 shares; 2025Q1: 17,578 shares; 2025Q2: 30,993 shares; 2025Q3: 41,930 shares; 2025Q4: 43,406 shares; 2026Q1: 47,630 shares 47,630 $2.03M 0.66% +4,224 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,546 shares; 2025Q1: 2,746 shares; 2025Q2: 2,676 shares; 2025Q3: 2,867 shares; 2025Q4: 2,918 shares; 2026Q1: 3,287 shares 3,287 $1.9M 0.61% +369 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 8,495 shares; 2025Q4: 11,150 shares; 2026Q1: 40,545 shares 40,545 $1.87M 0.61% +29,395 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,824 shares; 2025Q2: 1,630 shares; 2025Q3: 1,595 shares; 2025Q4: 1,521 shares; 2026Q1: 1,842 shares 1,842 $1.84M 0.59% +321 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,287 shares; 2025Q2: 7,084 shares; 2025Q3: 7,148 shares; 2025Q4: 7,166 shares; 2026Q1: 7,500 shares 7,500 $1.83M 0.59% +334 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,453 shares; 2025Q1: 1,446 shares; 2025Q2: 1,304 shares; 2025Q3: 1,295 shares; 2025Q4: 13,941 shares; 2026Q1: 18,254 shares 18,254 $1.76M 0.57% +4,313 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,713 shares; 2025Q1: 6,302 shares; 2025Q2: 6,312 shares; 2025Q3: 7,147 shares; 2025Q4: 7,589 shares; 2026Q1: 7,585 shares 7,585 $1.65M 0.53% -4 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,596 shares; 2025Q1: 17,588 shares; 2025Q2: 17,682 shares; 2025Q3: 17,689 shares; 2025Q4: 17,690 shares; 2026Q1: 17,695 shares 17,695 $1.63M 0.53% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,598 shares; 2025Q1: 1,485 shares; 2025Q2: 1,522 shares; 2025Q3: 1,551 shares; 2025Q4: 2,413 shares; 2026Q1: 2,253 shares 2,253 $1.6M 0.52% -160 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,342 shares; 2025Q2: 1,382 shares; 2025Q3: 1,379 shares; 2025Q4: 1,564 shares; 2026Q1: 1,649 shares 1,649 $1.59M 0.51% +85 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,936 shares; 2025Q1: 15,392 shares; 2025Q2: 15,911 shares; 2025Q3: 17,006 shares; 2025Q4: 17,532 shares; 2026Q1: 16,186 shares 16,186 $1.56M 0.51% -1,346 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,810 shares; 2025Q2: 24,011 shares; 2025Q3: 36,565 shares; 2025Q4: 38,935 shares; 2026Q1: 42,047 shares 42,047 $1.56M 0.51% +3,112 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,030 shares; 2025Q1: 2,210 shares; 2025Q2: 2,106 shares; 2025Q3: 2,414 shares; 2025Q4: 2,498 shares; 2026Q1: 2,516 shares 2,516 $1.5M 0.49% +18 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,989 shares; 2025Q1: 37,654 shares; 2025Q2: 39,440 shares; 2025Q3: 49,493 shares; 2025Q4: 54,744 shares; 2026Q1: 50,002 shares 50,002 $1.45M 0.47% -4,742 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,912 shares; 2025Q1: 5,104 shares; 2025Q2: 4,737 shares; 2025Q3: 4,630 shares; 2025Q4: 4,612 shares; 2026Q1: 4,790 shares 4,790 $1.45M 0.47% +178 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,199 shares; 2025Q1: 3,341 shares; 2025Q2: 3,019 shares; 2025Q3: 3,236 shares; 2025Q4: 3,543 shares; 2026Q1: 4,380 shares 4,380 $1.44M 0.47% +837 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,725 shares; 2025Q1: 3,244 shares; 2025Q2: 3,299 shares; 2025Q3: 4,931 shares; 2025Q4: 7,027 shares; 2026Q1: 7,232 shares 7,232 $1.42M 0.46% +205 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,846 shares; 2025Q1: 7,054 shares; 2025Q2: 5,526 shares; 2025Q3: 5,547 shares; 2025Q4: 6,149 shares; 2026Q1: 6,417 shares 6,417 $1.4M 0.45% +268 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: 7,395 shares; 2025Q3: 10,367 shares; 2025Q4: 11,142 shares; 2026Q1: 14,057 shares 14,057 $1.4M 0.45% +2,915 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,958 shares; 2025Q1: 6,021 shares; 2025Q2: 5,916 shares; 2025Q3: 5,920 shares; 2025Q4: 5,969 shares; 2026Q1: 6,404 shares 6,404 $1.39M 0.45% +435 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,380 shares; 2025Q1: 15,364 shares; 2025Q2: 15,750 shares; 2025Q3: 16,538 shares; 2025Q4: 18,020 shares; 2026Q1: 19,741 shares 19,741 $1.39M 0.45% +1,721 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,386 shares; 2025Q1: 12,439 shares; 2025Q2: 16,014 shares; 2025Q3: 16,362 shares; 2025Q4: 16,369 shares; 2026Q1: 16,818 shares 16,818 $1.34M 0.43% +449 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,269 shares; 2025Q1: 4,086 shares; 2025Q2: 4,118 shares; 2025Q3: 4,102 shares; 2025Q4: 4,111 shares; 2026Q1: 4,055 shares 4,055 $1.33M 0.43% -56 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,578 shares; 2025Q1: 1,845 shares; 2025Q2: 1,570 shares; 2025Q3: 1,519 shares; 2025Q4: 1,541 shares; 2026Q1: 1,439 shares 1,439 $1.29M 0.42% -102 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,797 shares 16,797 $1.29M 0.42% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,346 shares; 2025Q1: 5,229 shares; 2025Q2: 4,861 shares; 2025Q3: 5,131 shares; 2025Q4: 4,982 shares; 2026Q1: 5,266 shares 5,266 $1.28M 0.41% +284 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,903 shares; 2025Q1: 15,902 shares; 2025Q2: 15,556 shares; 2025Q3: 15,533 shares; 2025Q4: 15,556 shares; 2026Q1: 15,598 shares 15,598 $1.27M 0.41% +42 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,355 shares; 2025Q1: 6,457 shares; 2025Q2: 5,427 shares; 2025Q3: 5,570 shares; 2025Q4: 5,450 shares; 2026Q1: 6,151 shares 6,151 $1.27M 0.41% +701 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,502 shares; 2025Q1: 10,396 shares; 2025Q2: 11,094 shares; 2025Q3: 13,135 shares; 2025Q4: 13,352 shares; 2026Q1: 15,956 shares 15,956 $1.26M 0.41% +2,604 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,053 shares; 2025Q1: 3,875 shares; 2025Q2: 3,313 shares; 2025Q3: 2,768 shares; 2025Q4: 2,832 shares; 2026Q1: 2,861 shares 2,861 $1.22M 0.4% +29 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,176 shares; 2025Q3: 115,381 shares; 2025Q4: 114,635 shares; 2026Q1: 116,718 shares 116,718 $1.22M 0.39% +2,083 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,001 shares; 2025Q1: 15,843 shares; 2025Q2: 16,555 shares; 2025Q3: 18,349 shares; 2025Q4: 18,467 shares; 2026Q1: 12,574 shares 12,574 $1.19M 0.39% -5,893 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,792 shares; 2025Q1: 1,743 shares; 2025Q2: 1,807 shares; 2025Q3: 2,468 shares; 2025Q4: 2,648 shares; 2026Q1: 2,652 shares 2,652 $1.16M 0.38% +4 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,250 shares; 2025Q1: 7,842 shares; 2025Q2: 6,611 shares; 2025Q3: 5,423 shares; 2025Q4: 5,539 shares; 2026Q1: 5,355 shares 5,355 $1.14M 0.37% -184 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,058 shares; 2025Q1: 13,121 shares; 2025Q2: 12,529 shares; 2025Q3: 13,110 shares; 2025Q4: 14,089 shares; 2026Q1: 13,713 shares 13,713 $1.13M 0.37% -376 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,298 shares; 2025Q1: 7,466 shares; 2025Q2: 11,060 shares; 2025Q3: 9,227 shares; 2025Q4: 5,755 shares; 2026Q1: 4,165 shares 4,165 $1.13M 0.37% -1,590 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,649 shares; 2025Q1: 10,840 shares; 2025Q2: 10,005 shares; 2025Q3: 9,866 shares; 2025Q4: 10,062 shares; 2026Q1: 7,794 shares 7,794 $1.13M 0.36% -2,268 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,070 shares; 2025Q1: 2,127 shares; 2025Q2: 2,088 shares; 2025Q3: 2,122 shares; 2025Q4: 2,386 shares; 2026Q1: 2,349 shares 2,349 $1.13M 0.36% -37 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,771 shares; 2025Q1: 42,080 shares; 2025Q2: 45,850 shares; 2025Q3: 50,799 shares; 2025Q4: 52,404 shares; 2026Q1: 46,055 shares 46,055 $1.12M 0.36% -6,349 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,025 shares; 2025Q1: 8,158 shares; 2025Q2: 8,883 shares; 2025Q3: 8,976 shares; 2025Q4: 9,966 shares; 2026Q1: 9,578 shares 9,578 $1.09M 0.35% -388 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,216 shares; 2025Q1: 10,236 shares; 2025Q2: 11,100 shares; 2025Q3: 11,278 shares; 2025Q4: 12,543 shares; 2026Q1: 12,767 shares 12,767 $1.06M 0.34% +224 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,294 shares; 2025Q1: 44,620 shares; 2025Q2: 47,906 shares; 2025Q3: 52,680 shares; 2025Q4: 53,454 shares; 2026Q1: 57,121 shares 57,121 $1.05M 0.34% +3,667 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,860 shares; 2025Q1: 18,851 shares; 2025Q2: 19,296 shares; 2025Q3: 20,882 shares; 2025Q4: 21,061 shares; 2026Q1: 21,578 shares 21,578 $1.05M 0.34% +517 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,045 shares; 2026Q1: 20,545 shares 20,545 $1.04M 0.34% +16,500 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,734 shares; 2025Q1: 20,811 shares; 2025Q2: 20,909 shares; 2025Q3: 21,390 shares; 2025Q4: 20,873 shares; 2026Q1: 20,479 shares 20,479 $1.01M 0.33% -394 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,107 shares; 2025Q1: 3,086 shares; 2025Q2: 3,315 shares; 2025Q3: 3,598 shares; 2025Q4: 3,939 shares; 2026Q1: 4,108 shares 4,108 $997K 0.32% +169 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,486 shares; 2025Q1: 7,655 shares; 2025Q2: 19,107 shares; 2025Q3: 20,828 shares; 2025Q4: 23,268 shares; 2026Q1: 19,838 shares 19,838 $996K 0.32% -3,430 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,890 shares; 2025Q3: 2,920 shares; 2025Q4: 2,931 shares; 2026Q1: 2,841 shares 2,841 $960K 0.31% -90 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,269 shares 24,269 $953K 0.31% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,776 shares; 2026Q1: 5,756 shares 5,756 $945K 0.31% +980 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 923 shares; 2025Q1: 941 shares; 2025Q2: 1,036 shares; 2025Q3: 1,189 shares; 2025Q4: 1,224 shares; 2026Q1: 1,433 shares 1,433 $932K 0.3% +209 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,787 shares; 2025Q1: 1,329 shares; 2025Q2: 1,150 shares; 2025Q3: 1,262 shares; 2025Q4: 1,249 shares; 2026Q1: 1,332 shares 1,332 $929K 0.3% +83 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,400 shares; 2025Q1: 3,536 shares; 2025Q2: 3,480 shares; 2025Q3: 3,513 shares; 2025Q4: 4,591 shares; 2026Q1: 5,773 shares 5,773 $926K 0.3% +1,182 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,793 shares; 2025Q1: 8,069 shares; 2025Q2: 10,188 shares; 2025Q3: 10,213 shares; 2025Q4: 10,178 shares; 2026Q1: 10,652 shares 10,652 $923K 0.3% +474 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares; 2026Q1: 2,898 shares 2,898 $922K 0.3% +289 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,968 shares; 2026Q1: 33,935 shares 33,935 $915K 0.3% -33 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 799 shares; 2025Q4: 1,067 shares; 2026Q1: 1,074 shares 1,074 $909K 0.29% +7 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,750 shares; 2025Q1: 13,406 shares; 2025Q2: 12,274 shares; 2025Q3: 12,610 shares; 2025Q4: 13,810 shares; 2026Q1: 12,420 shares 12,420 $904K 0.29% -1,390 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,105 shares; 2025Q1: 7,108 shares; 2025Q2: 6,838 shares; 2025Q3: 6,878 shares; 2025Q4: 7,037 shares; 2026Q1: 6,908 shares 6,908 $890K 0.29% -129 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,370 shares; 2025Q1: 19,005 shares; 2025Q2: 25,003 shares; 2025Q3: 27,587 shares; 2025Q4: 32,496 shares; 2026Q1: 37,003 shares 37,003 $881K 0.29% +4,507 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,176 shares; 2025Q1: 6,920 shares; 2025Q2: 5,772 shares; 2025Q3: 5,454 shares; 2025Q4: 4,413 shares; 2026Q1: 4,385 shares 4,385 $867K 0.28% -28 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,293 shares; 2025Q1: 11,380 shares; 2025Q2: 13,559 shares; 2025Q3: 15,786 shares; 2025Q4: 16,980 shares; 2026Q1: 14,292 shares 14,292 $859K 0.28% -2,688 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,864 shares; 2025Q1: 3,164 shares; 2025Q2: 3,797 shares; 2025Q3: 3,882 shares; 2025Q4: 4,102 shares; 2026Q1: 3,918 shares 3,918 $849K 0.28% -184 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,721 shares 32,721 $844K 0.27% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,419 shares; 2025Q1: 3,803 shares; 2025Q2: 2,698 shares; 2025Q3: 2,827 shares; 2025Q4: 2,718 shares; 2026Q1: 2,713 shares 2,713 $843K 0.27% -5 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,479 shares; 2025Q1: 7,439 shares; 2025Q2: 7,497 shares; 2025Q3: 7,509 shares; 2025Q4: 7,521 shares; 2026Q1: 7,327 shares 7,327 $843K 0.27% -194 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,416 shares; 2025Q1: 9,221 shares; 2025Q2: 7,257 shares; 2025Q3: 7,044 shares; 2025Q4: 6,754 shares; 2026Q1: 6,656 shares 6,656 $841K 0.27% -98 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,662 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,238 shares; 2025Q4: 3,901 shares; 2026Q1: 3,901 shares 3,901 $839K 0.27% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,303 shares; 2025Q2: 4,827 shares; 2025Q3: 6,354 shares; 2025Q4: 10,233 shares; 2026Q1: 11,635 shares 11,635 $824K 0.27% +1,402 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,572 shares; 2025Q1: 10,692 shares; 2025Q2: 11,698 shares; 2025Q3: 11,788 shares; 2025Q4: 11,775 shares; 2026Q1: 10,573 shares 10,573 $820K 0.27% -1,202 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,085 shares; 2025Q4: 20,775 shares; 2026Q1: 32,145 shares 32,145 $819K 0.27% +11,370 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,804 shares; 2025Q1: 12,274 shares; 2025Q2: 14,188 shares; 2025Q3: 16,975 shares; 2025Q4: 10,506 shares; 2026Q1: 9,031 shares 9,031 $818K 0.26% -1,475 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,691 shares 19,691 $803K 0.26% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,199 shares 3,199 $781K 0.25% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 3,762 shares; 2025Q3: 4,483 shares; 2025Q4: 4,636 shares; 2026Q1: 4,713 shares 4,713 $753K 0.24% +77 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,716 shares; 2025Q1: 18,814 shares; 2025Q2: 19,223 shares; 2025Q3: 19,700 shares; 2025Q4: 22,990 shares; 2026Q1: 22,215 shares 22,215 $745K 0.24% -775 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,354 shares; 2025Q2: 7,861 shares; 2025Q3: 9,201 shares; 2025Q4: 10,849 shares; 2026Q1: 14,441 shares 14,441 $739K 0.24% +3,592 Timeline CIBR 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,577 shares; 2025Q1: 9,866 shares; 2025Q2: 10,078 shares; 2025Q3: 10,852 shares; 2025Q4: 11,171 shares; 2026Q1: 11,721 shares 11,721 $735K 0.24% +550 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,621 shares; 2025Q1: 2,385 shares; 2025Q2: 2,474 shares; 2025Q3: 2,498 shares; 2025Q4: 2,518 shares; 2026Q1: 2,570 shares 2,570 $729K 0.24% +52 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,196 shares; 2025Q1: 2,657 shares; 2025Q2: 3,369 shares; 2025Q3: 3,620 shares; 2025Q4: 3,861 shares; 2026Q1: 3,881 shares 3,881 $724K 0.23% +20 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,568 shares; 2025Q1: 75,429 shares; 2025Q2: 74,083 shares; 2025Q3: 68,539 shares; 2025Q4: 68,089 shares; 2026Q1: 68,481 shares 68,481 $712K 0.23% +392 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,183 shares; 2025Q1: 60,592 shares; 2025Q2: 39,934 shares; 2025Q3: 32,169 shares; 2025Q4: 31,008 shares; 2026Q1: 30,832 shares 30,832 $706K 0.23% -176 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,395 shares; 2025Q1: 1,257 shares; 2025Q2: 1,450 shares; 2025Q3: 1,640 shares; 2025Q4: 1,712 shares; 2026Q1: 1,814 shares 1,814 $696K 0.23% +102 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,941 shares 42,941 $690K 0.22% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 2,095 shares; 2025Q2: 2,474 shares; 2025Q3: 2,760 shares; 2025Q4: 3,023 shares; 2026Q1: 2,898 shares 2,898 $689K 0.22% -125 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,460 shares; 2025Q1: 17,964 shares; 2025Q2: 18,010 shares; 2025Q3: 18,010 shares; 2025Q4: 18,010 shares; 2026Q1: 18,010 shares 18,010 $683K 0.22% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,277 shares; 2025Q1: 4,102 shares; 2025Q2: 3,118 shares; 2025Q3: 3,061 shares; 2025Q4: 3,234 shares; 2026Q1: 2,950 shares 2,950 $680K 0.22% -284 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,265 shares; 2025Q1: 9,232 shares; 2025Q2: 9,232 shares; 2025Q3: 9,309 shares; 2025Q4: 9,278 shares; 2026Q1: 9,341 shares 9,341 $676K 0.22% +63 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,988 shares; 2025Q1: 11,782 shares; 2025Q2: 12,374 shares; 2025Q3: 13,350 shares; 2025Q4: 14,113 shares; 2026Q1: 14,330 shares 14,330 $673K 0.22% +217 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,751 shares; 2025Q1: 1,872 shares; 2025Q2: 1,808 shares; 2025Q3: 1,846 shares; 2025Q4: 1,969 shares; 2026Q1: 1,961 shares 1,961 $670K 0.22% -8 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,343 shares; 2025Q1: 5,343 shares; 2025Q2: 5,343 shares; 2025Q3: 5,343 shares; 2025Q4: 5,343 shares; 2026Q1: 5,343 shares 5,343 $669K 0.22% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,224 shares; 2025Q1: 2,301 shares; 2025Q2: 2,120 shares; 2025Q3: 1,806 shares; 2025Q4: 1,792 shares; 2026Q1: 1,869 shares 1,869 $668K 0.22% +77 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,489 shares; 2025Q1: 12,956 shares; 2025Q2: 14,082 shares; 2025Q3: 14,577 shares; 2025Q4: 14,597 shares; 2026Q1: 14,492 shares 14,492 $666K 0.22% -105 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,395 shares; 2025Q1: 4,855 shares; 2025Q2: 3,493 shares; 2025Q3: 3,643 shares; 2025Q4: 3,675 shares; 2026Q1: 5,460 shares 5,460 $657K 0.21% +1,785 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,432 shares; 2025Q1: 3,435 shares; 2025Q2: 3,829 shares; 2025Q3: 3,711 shares; 2025Q4: 3,717 shares; 2026Q1: 3,210 shares 3,210 $653K 0.21% -507 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,589 shares; 2025Q1: 6,208 shares; 2025Q2: 5,264 shares; 2025Q3: 5,129 shares; 2025Q4: 5,576 shares; 2026Q1: 5,791 shares 5,791 $651K 0.21% +215 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,766 shares; 2025Q1: 8,790 shares; 2025Q2: 10,088 shares; 2025Q3: 8,591 shares; 2025Q4: 8,508 shares; 2026Q1: 11,051 shares 11,051 $650K 0.21% +2,543 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,669 shares 10,669 $647K 0.21% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,068 shares; 2025Q1: 6,330 shares; 2025Q2: 7,156 shares; 2025Q3: 7,764 shares; 2025Q4: 7,739 shares; 2026Q1: 8,130 shares 8,130 $646K 0.21% +391 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,239 shares; 2025Q2: 4,664 shares; 2025Q3: 4,854 shares; 2025Q4: 5,230 shares; 2026Q1: 5,406 shares 5,406 $641K 0.21% +176 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,495 shares; 2025Q1: 2,749 shares; 2025Q2: 2,973 shares; 2025Q3: 3,311 shares; 2025Q4: 3,395 shares; 2026Q1: 3,552 shares 3,552 $640K 0.21% +157 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,119 shares; 2025Q1: 4,150 shares; 2025Q2: 4,244 shares; 2025Q3: 4,328 shares; 2025Q4: 4,227 shares; 2026Q1: 4,332 shares 4,332 $637K 0.21% +105 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,653 shares; 2025Q1: 1,742 shares; 2025Q2: 1,634 shares; 2025Q3: 1,598 shares; 2025Q4: 1,445 shares; 2026Q1: 1,497 shares 1,497 $637K 0.21% +52 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,309 shares; 2025Q1: 4,646 shares; 2025Q2: 5,181 shares; 2025Q3: 5,555 shares; 2025Q4: 6,293 shares; 2026Q1: 4,551 shares 4,551 $634K 0.21% -1,742 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 731 shares; 2025Q1: 657 shares; 2025Q2: 682 shares; 2025Q3: 685 shares; 2025Q4: 692 shares; 2026Q1: 703 shares 703 $614K 0.2% +11 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,410 shares; 2025Q1: 6,532 shares; 2025Q2: 7,834 shares; 2025Q3: 8,234 shares; 2025Q4: 9,326 shares; 2026Q1: 7,579 shares 7,579 $614K 0.2% -1,747 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,006 shares; 2025Q2: 8,255 shares; 2025Q3: 8,672 shares; 2025Q4: 9,439 shares; 2026Q1: 9,542 shares 9,542 $611K 0.2% +103 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,472 shares; 2025Q1: 5,759 shares; 2025Q2: 2,826 shares; 2025Q3: 3,481 shares; 2025Q4: 3,938 shares; 2026Q1: 3,894 shares 3,894 $605K 0.2% -44 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,612 shares; 2025Q1: 16,937 shares; 2025Q2: 16,941 shares; 2025Q3: 20,080 shares; 2025Q4: 19,734 shares; 2026Q1: 18,172 shares 18,172 $604K 0.2% -1,562 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,700 shares; 2025Q1: 4,061 shares; 2025Q2: 5,064 shares; 2025Q3: 4,249 shares; 2025Q4: 4,208 shares; 2026Q1: 4,591 shares 4,591 $601K 0.19% +383 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,674 shares; 2025Q1: 6,637 shares; 2025Q2: 5,758 shares; 2025Q3: 4,761 shares; 2025Q4: 5,067 shares; 2026Q1: 4,574 shares 4,574 $599K 0.19% -493 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,387 shares 13,387 $588K 0.19% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,794 shares 5,794 $584K 0.19% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,590 shares; 2025Q1: 7,555 shares; 2025Q2: 7,627 shares; 2025Q3: 7,641 shares; 2025Q4: 7,470 shares; 2026Q1: 7,507 shares 7,507 $579K 0.19% +37 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,538 shares; 2025Q1: 3,386 shares; 2025Q2: 2,836 shares; 2025Q3: 2,795 shares; 2025Q4: 3,154 shares; 2026Q1: 2,920 shares 2,920 $579K 0.19% -234 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,734 shares; 2025Q1: 6,874 shares; 2025Q2: 7,547 shares; 2025Q3: 7,597 shares; 2025Q4: 7,738 shares; 2026Q1: 7,592 shares 7,592 $577K 0.19% -146 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,624 shares; 2025Q1: 1,847 shares; 2025Q2: 2,086 shares; 2025Q3: 2,187 shares; 2025Q4: 1,697 shares; 2026Q1: 1,665 shares 1,665 $571K 0.19% -32 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,686 shares; 2025Q1: 14,441 shares; 2025Q2: 11,305 shares; 2025Q3: 8,899 shares; 2025Q4: 8,551 shares; 2026Q1: 8,100 shares 8,100 $565K 0.18% -451 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,210 shares; 2025Q2: 1,036 shares; 2025Q3: 960 shares; 2025Q4: 965 shares; 2026Q1: 1,219 shares 1,219 $565K 0.18% +254 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,945 shares; 2025Q1: 10,074 shares; 2025Q2: 9,401 shares; 2025Q3: 9,516 shares; 2025Q4: 7,537 shares; 2026Q1: 8,909 shares 8,909 $559K 0.18% +1,372 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,135 shares; 2025Q1: 3,748 shares; 2025Q2: 3,521 shares; 2025Q3: 3,573 shares; 2025Q4: 3,439 shares; 2026Q1: 3,424 shares 3,424 $554K 0.18% -15 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,563 shares; 2025Q1: 19,613 shares; 2025Q2: 19,643 shares; 2025Q3: 20,281 shares; 2025Q4: 20,759 shares; 2026Q1: 20,759 shares 20,759 $554K 0.18% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,869 shares; 2025Q1: 13,872 shares; 2025Q2: 13,876 shares; 2025Q3: 13,879 shares; 2025Q4: 14,570 shares; 2026Q1: 14,619 shares 14,619 $553K 0.18% +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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,552 shares; 2025Q1: 2,653 shares; 2025Q2: 2,674 shares; 2025Q3: 2,783 shares; 2025Q4: 2,785 shares; 2026Q1: 2,625 shares 2,625 $544K 0.18% -160 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,305 shares; 2025Q1: 1,297 shares; 2025Q2: 1,291 shares; 2025Q3: 1,275 shares; 2025Q4: 1,280 shares; 2026Q1: 1,254 shares 1,254 $542K 0.18% -26 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,111 shares; 2025Q1: 4,009 shares; 2025Q2: 5,979 shares; 2025Q3: 6,044 shares; 2025Q4: 8,288 shares; 2026Q1: 7,962 shares 7,962 $542K 0.18% -326 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,436 shares; 2025Q4: 1,531 shares; 2026Q1: 1,379 shares 1,379 $540K 0.18% -152 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,218 shares; 2025Q1: 1,568 shares; 2025Q2: 1,785 shares; 2025Q3: 1,775 shares; 2025Q4: 1,748 shares; 2026Q1: 1,777 shares 1,777 $538K 0.17% +29 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,842 shares; 2025Q1: 40,930 shares; 2025Q2: 48,216 shares; 2025Q3: 49,844 shares; 2025Q4: 51,845 shares; 2026Q1: 52,152 shares 52,152 $527K 0.17% +307 Timeline IMFL 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,861 shares; 2025Q2: 15,193 shares; 2025Q3: 17,378 shares; 2025Q4: 17,930 shares; 2026Q1: 16,371 shares 16,371 $518K 0.17% -1,559 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 544 shares; 2025Q1: 590 shares; 2025Q2: 722 shares; 2025Q3: 729 shares; 2025Q4: 863 shares; 2026Q1: 880 shares 880 $518K 0.17% +17 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,876 shares; 2025Q4: 7,363 shares; 2026Q1: 7,573 shares 7,573 $516K 0.17% +210 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,870 shares; 2025Q1: 12,835 shares; 2025Q2: 12,857 shares; 2025Q3: 12,908 shares; 2025Q4: 12,927 shares; 2026Q1: 7,896 shares 7,896 $513K 0.17% -5,031 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,351 shares; 2025Q1: 10,141 shares; 2025Q2: 9,070 shares; 2025Q3: 10,154 shares; 2025Q4: 10,709 shares; 2026Q1: 10,049 shares 10,049 $511K 0.17% -660 Timeline RWL 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,407 shares 4,407 $506K 0.16% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,652 shares; 2025Q4: 13,733 shares; 2026Q1: 12,160 shares 12,160 $499K 0.16% -1,573 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 689 shares; 2025Q1: 627 shares; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 1,196 shares; 2026Q1: 1,004 shares 1,004 $494K 0.16% -192 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,086 shares; 2025Q1: 4,956 shares; 2025Q2: 19,874 shares; 2025Q3: 23,902 shares; 2025Q4: 12,409 shares; 2026Q1: 9,729 shares 9,729 $491K 0.16% -2,680 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,373 shares; 2025Q1: 58,852 shares; 2025Q2: 58,827 shares; 2025Q3: 57,800 shares; 2025Q4: 55,885 shares; 2026Q1: 55,885 shares 55,885 $491K 0.16% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,821 shares; 2025Q1: 3,203 shares; 2025Q2: 3,598 shares; 2025Q3: 3,853 shares; 2025Q4: 1,482 shares; 2026Q1: 2,498 shares 2,498 $485K 0.16% +1,016 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,654 shares; 2025Q1: 7,099 shares; 2025Q2: 5,399 shares; 2025Q3: 4,699 shares; 2025Q4: 5,177 shares; 2026Q1: 5,216 shares 5,216 $485K 0.16% +39 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,274 shares; 2025Q3: 7,161 shares; 2025Q4: 7,495 shares; 2026Q1: 8,267 shares 8,267 $484K 0.16% +772 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,293 shares; 2025Q4: 7,207 shares; 2026Q1: 6,495 shares 6,495 $484K 0.16% -712 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,945 shares; 2025Q2: 5,756 shares; 2025Q3: 5,253 shares; 2025Q4: 5,191 shares; 2026Q1: 8,237 shares 8,237 $482K 0.16% +3,046 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,684 shares 6,684 $480K 0.16% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,593 shares; 2025Q1: 19,582 shares; 2025Q2: 16,776 shares; 2025Q3: 20,274 shares; 2025Q4: 20,067 shares; 2026Q1: 16,990 shares 16,990 $477K 0.15% -3,077 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,038 shares; 2025Q1: 2,159 shares; 2025Q2: 1,506 shares; 2025Q3: 1,418 shares; 2025Q4: 1,493 shares; 2026Q1: 1,530 shares 1,530 $465K 0.15% +37 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,026 shares; 2025Q2: 4,604 shares; 2025Q3: 7,104 shares; 2025Q4: 7,715 shares; 2026Q1: 8,389 shares 8,389 $452K 0.15% +674 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,194 shares; 2025Q1: 7,077 shares; 2025Q2: 7,181 shares; 2025Q3: 7,398 shares; 2025Q4: 7,348 shares; 2026Q1: 7,354 shares 7,354 $450K 0.15% +6 Timeline GTO 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,826 shares; 2025Q2: 6,748 shares; 2025Q3: 8,091 shares; 2025Q4: 8,478 shares; 2026Q1: 9,543 shares 9,543 $447K 0.14% +1,065 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $445K 0.14% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,064 shares; 2025Q3: 4,195 shares; 2025Q4: 5,913 shares; 2026Q1: 6,117 shares 6,117 $439K 0.14% +204 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,283 shares; 2025Q1: 38,083 shares; 2025Q2: 38,183 shares; 2025Q3: 38,210 shares; 2025Q4: 37,435 shares; 2026Q1: 37,360 shares 37,360 $436K 0.14% -75 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,062 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $430K 0.14% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,385 shares; 2025Q1: 3,920 shares; 2025Q2: 4,025 shares; 2025Q3: 4,063 shares; 2025Q4: 2,287 shares; 2026Q1: 2,713 shares 2,713 $427K 0.14% +426 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,622 shares; 2025Q1: 4,108 shares; 2025Q2: 3,558 shares; 2025Q3: 3,515 shares; 2025Q4: 6,794 shares; 2026Q1: 6,912 shares 6,912 $423K 0.14% +118 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 2,023 shares; 2025Q4: 2,761 shares; 2026Q1: 2,798 shares 2,798 $409K 0.13% +37 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,497 shares; 2025Q3: 10,630 shares; 2025Q4: 12,813 shares; 2026Q1: 12,239 shares 12,239 $403K 0.13% -574 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,500 shares; 2025Q1: 29,000 shares; 2025Q2: 30,000 shares; 2025Q3: 38,275 shares; 2025Q4: 38,275 shares; 2026Q1: 38,275 shares 38,275 $402K 0.13% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,723 shares; 2025Q1: 6,548 shares; 2025Q2: 5,660 shares; 2025Q3: 4,932 shares; 2025Q4: 4,864 shares; 2026Q1: 4,810 shares 4,810 $402K 0.13% -54 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,435 shares; 2025Q3: 13,878 shares; 2025Q4: 14,475 shares; 2026Q1: 14,529 shares 14,529 $401K 0.13% +54 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 875 shares; 2025Q2: 859 shares; 2025Q3: 822 shares; 2025Q4: 830 shares; 2026Q1: 791 shares 791 $395K 0.13% -39 Timeline VRIG 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,735 shares 15,735 $394K 0.13% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $393K 0.13% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,905 shares; 2025Q3: 10,005 shares; 2025Q4: 9,744 shares; 2026Q1: 8,323 shares 8,323 $391K 0.13% -1,421 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,225 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares 4,375 $386K 0.12% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,833 shares; 2025Q1: 1,533 shares; 2025Q2: 1,411 shares; 2025Q3: 1,451 shares; 2025Q4: 1,510 shares; 2026Q1: 1,753 shares 1,753 $384K 0.12% +243 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,425 shares; 2025Q1: 2,194 shares; 2025Q2: 2,277 shares; 2025Q3: 2,302 shares; 2025Q4: 2,309 shares; 2026Q1: 2,323 shares 2,323 $382K 0.12% +14 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,330 shares; 2025Q3: 18,720 shares; 2025Q4: 18,957 shares; 2026Q1: 22,222 shares 22,222 $381K 0.12% +3,265 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,722 shares; 2025Q1: 6,191 shares; 2025Q2: 6,207 shares; 2025Q3: 6,359 shares; 2025Q4: 6,649 shares; 2026Q1: 6,663 shares 6,663 $378K 0.12% +14 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,218 shares; 2025Q2: 7,485 shares; 2025Q3: 8,664 shares; 2025Q4: 9,481 shares; 2026Q1: 9,481 shares 9,481 $376K 0.12% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,810 shares; 2025Q2: 9,076 shares; 2025Q3: 11,271 shares; 2025Q4: 11,910 shares; 2026Q1: 13,072 shares 13,072 $375K 0.12% +1,162 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,858 shares; 2025Q1: 8,449 shares; 2025Q2: 8,463 shares; 2025Q3: 8,468 shares; 2025Q4: 8,473 shares; 2026Q1: 8,693 shares 8,693 $375K 0.12% +220 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,752 shares; 2025Q3: 1,841 shares; 2025Q4: 2,507 shares; 2026Q1: 2,450 shares 2,450 $374K 0.12% -57 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,222 shares; 2025Q1: 1,306 shares; 2025Q2: 1,106 shares; 2025Q3: 1,088 shares; 2025Q4: 1,147 shares; 2026Q1: 1,184 shares 1,184 $372K 0.12% +37 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,246 shares; 2025Q1: 1,440 shares; 2025Q2: 1,677 shares; 2025Q3: 1,179 shares; 2025Q4: 1,217 shares; 2026Q1: 1,100 shares 1,100 $372K 0.12% -117 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,810 shares; 2025Q1: 14,045 shares; 2025Q2: 15,795 shares; 2025Q3: 17,395 shares; 2025Q4: 17,405 shares; 2026Q1: 17,303 shares 17,303 $370K 0.12% -102 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 969 shares; 2025Q1: 1,038 shares; 2025Q2: 1,011 shares; 2025Q3: 1,102 shares; 2025Q4: 1,132 shares; 2026Q1: 1,150 shares 1,150 $369K 0.12% +18 Timeline AVEM 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $367K 0.12% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,445 shares; 2025Q1: 2,808 shares; 2025Q2: 2,619 shares; 2025Q3: 1,574 shares; 2025Q4: 1,607 shares; 2026Q1: 1,618 shares 1,618 $366K 0.12% +11 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,112 shares; 2025Q1: 4,265 shares; 2025Q2: 4,189 shares; 2025Q3: 4,065 shares; 2025Q4: 4,275 shares; 2026Q1: 4,272 shares 4,272 $364K 0.12% -3 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,684 shares; 2025Q1: 12,039 shares; 2025Q2: 14,292 shares; 2025Q3: 13,646 shares; 2025Q4: 12,049 shares; 2026Q1: 12,583 shares 12,583 $361K 0.12% +534 Timeline FEZ 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,476 shares; 2025Q1: 5,478 shares; 2025Q2: 5,400 shares; 2025Q3: 5,516 shares; 2025Q4: 5,980 shares; 2026Q1: 5,798 shares 5,798 $360K 0.12% -182 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,150 shares; 2025Q1: 2,252 shares; 2025Q2: 1,876 shares; 2025Q3: 1,833 shares; 2025Q4: 1,738 shares; 2026Q1: 1,364 shares 1,364 $357K 0.12% -374 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,941 shares; 2025Q1: 19,008 shares; 2025Q2: 18,993 shares; 2025Q3: 18,993 shares; 2025Q4: 18,981 shares; 2026Q1: 18,961 shares 18,961 $355K 0.11% -20 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,427 shares; 2025Q1: 5,106 shares; 2025Q2: 5,023 shares; 2025Q3: 3,647 shares; 2025Q4: 3,632 shares; 2026Q1: 3,646 shares 3,646 $354K 0.11% +14 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares; 2026Q1: 1,766 shares 1,766 $348K 0.11% -1,935 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 9,316 shares; 2025Q4: 9,872 shares; 2026Q1: 10,185 shares 10,185 $342K 0.11% +313 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 4,757 shares; 2025Q2: 3,806 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares; 2026Q1: 3,111 shares 3,111 $341K 0.11% -5 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,346 shares; 2025Q1: 4,253 shares; 2025Q2: 5,368 shares; 2025Q3: 3,972 shares; 2025Q4: 3,715 shares; 2026Q1: 3,660 shares 3,660 $330K 0.11% -55 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,170 shares; 2025Q1: 4,370 shares; 2025Q2: 4,398 shares; 2025Q3: 4,490 shares; 2025Q4: 5,021 shares; 2026Q1: 4,933 shares 4,933 $326K 0.11% -88 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,906 shares; 2025Q1: 1,789 shares; 2025Q2: 1,638 shares; 2025Q3: 1,637 shares; 2025Q4: 1,613 shares; 2026Q1: 1,608 shares 1,608 $317K 0.1% -5 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares; 2026Q1: 7,576 shares 7,576 $313K 0.1% +8 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: 1,663 shares; 2025Q4: 1,835 shares; 2026Q1: 1,476 shares 1,476 $312K 0.1% -359 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,489 shares; 2025Q1: 9,138 shares; 2025Q2: 9,138 shares; 2025Q3: 9,141 shares; 2025Q4: 9,418 shares; 2026Q1: 9,989 shares 9,989 $306K 0.1% +571 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,616 shares; 2025Q1: 3,587 shares; 2025Q2: 2,498 shares; 2025Q3: 2,337 shares; 2025Q4: 2,066 shares; 2026Q1: 1,585 shares 1,585 $304K 0.1% -481 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,428 shares; 2025Q3: not reported; 2025Q4: 2,042 shares; 2026Q1: 3,224 shares 3,224 $303K 0.1% +1,182 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,090 shares; 2026Q1: 41,435 shares 41,435 $302K 0.1% +9,345 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $299K 0.1% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: 1,347 shares; 2026Q1: 1,499 shares 1,499 $297K 0.1% +152 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 506 shares; 2025Q1: 422 shares; 2025Q2: 426 shares; 2025Q3: 438 shares; 2025Q4: 439 shares; 2026Q1: 431 shares 431 $294K 0.1% -8 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares 3,365 $294K 0.1% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,479 shares; 2025Q1: 6,246 shares; 2025Q2: 5,583 shares; 2025Q3: 5,611 shares; 2025Q4: 5,623 shares; 2026Q1: 5,611 shares 5,611 $292K 0.09% -12 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 735 shares; 2025Q3: 736 shares; 2025Q4: 745 shares; 2026Q1: 734 shares 734 $287K 0.09% -11 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 527 shares; 2025Q1: 526 shares; 2025Q2: 504 shares; 2025Q3: 499 shares; 2025Q4: 500 shares; 2026Q1: 498 shares 498 $281K 0.09% -2 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,256 shares; 2025Q1: 12,650 shares; 2025Q2: 10,788 shares; 2025Q3: 9,156 shares; 2025Q4: 8,852 shares; 2026Q1: 9,442 shares 9,442 $275K 0.09% +590 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,469 shares; 2025Q1: 1,493 shares; 2025Q2: 1,337 shares; 2025Q3: 1,324 shares; 2025Q4: 1,366 shares; 2026Q1: 1,462 shares 1,462 $273K 0.09% +96 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,934 shares; 2025Q1: 2,577 shares; 2025Q2: 2,655 shares; 2025Q3: 2,722 shares; 2025Q4: 2,746 shares; 2026Q1: 2,806 shares 2,806 $271K 0.09% +60 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,525 shares; 2025Q1: not reported; 2025Q2: 5,528 shares; 2025Q3: 5,606 shares; 2025Q4: 5,618 shares; 2026Q1: 5,604 shares 5,604 $267K 0.09% -14 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,761 shares; 2025Q1: 1,882 shares; 2025Q2: 1,651 shares; 2025Q3: 1,599 shares; 2025Q4: 1,627 shares; 2026Q1: 1,612 shares 1,612 $267K 0.09% -15 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,138 shares; 2025Q1: 3,790 shares; 2025Q2: 3,237 shares; 2025Q3: 3,145 shares; 2025Q4: 2,956 shares; 2026Q1: 2,858 shares 2,858 $256K 0.08% -98 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,561 shares 5,561 $255K 0.08% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,990 shares; 2025Q4: 3,961 shares; 2026Q1: 4,123 shares 4,123 $255K 0.08% +162 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,121 shares; 2025Q3: 1,987 shares; 2025Q4: 2,226 shares; 2026Q1: 2,141 shares 2,141 $254K 0.08% -85 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,099 shares; 2025Q1: 2,264 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,915 shares; 2026Q1: 1,729 shares 1,729 $254K 0.08% -186 Timeline SKYY 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,723 shares; 2025Q1: 2,516 shares; 2025Q2: 2,698 shares; 2025Q3: 3,125 shares; 2025Q4: 3,271 shares; 2026Q1: 2,316 shares 2,316 $253K 0.08% -955 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $253K 0.08% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,167 shares; 2025Q1: 1,582 shares; 2025Q2: 719 shares; 2025Q3: 802 shares; 2025Q4: 779 shares; 2026Q1: 935 shares 935 $253K 0.08% +156 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,433 shares; 2025Q1: 1,424 shares; 2025Q2: 967 shares; 2025Q3: 980 shares; 2025Q4: 544 shares; 2026Q1: 530 shares 530 $251K 0.08% -14 Timeline BKLN 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,193 shares; 2025Q3: 11,057 shares; 2025Q4: 13,404 shares; 2026Q1: 12,280 shares 12,280 $251K 0.08% -1,124 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,909 shares; 2025Q1: 4,067 shares; 2025Q2: 4,631 shares; 2025Q3: 4,676 shares; 2025Q4: 5,134 shares; 2026Q1: 1,897 shares 1,897 $250K 0.08% -3,237 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,658 shares; 2025Q4: 2,745 shares; 2026Q1: 2,642 shares 2,642 $248K 0.08% -103 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 530 shares; 2025Q1: 536 shares; 2025Q2: 507 shares; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 492 shares 492 $244K 0.08% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,871 shares; 2025Q1: 1,633 shares; 2025Q2: 1,215 shares; 2025Q3: 1,201 shares; 2025Q4: 1,178 shares; 2026Q1: 1,168 shares 1,168 $243K 0.08% -10 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $242K 0.08% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares 2,861 $242K 0.08% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,114 shares; 2025Q4: 856 shares; 2026Q1: 1,312 shares 1,312 $239K 0.08% +456 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,277 shares; 2025Q3: 13,362 shares; 2025Q4: 19,003 shares; 2026Q1: 19,394 shares 19,394 $239K 0.08% +391 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,228 shares; 2025Q3: 733 shares; 2025Q4: 724 shares; 2026Q1: 689 shares 689 $238K 0.08% -35 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708 shares 1,708 $232K 0.08% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,724 shares; 2025Q1: 3,722 shares; 2025Q2: 1,753 shares; 2025Q3: 1,536 shares; 2025Q4: 1,377 shares; 2026Q1: 1,137 shares 1,137 $231K 0.07% -240 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,386 shares; 2025Q1: 2,264 shares; 2025Q2: 1,801 shares; 2025Q3: 1,888 shares; 2025Q4: 2,137 shares; 2026Q1: 1,906 shares 1,906 $230K 0.07% -231 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 946 shares; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: 977 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $229K 0.07% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares 833 $228K 0.07% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,439 shares; 2025Q1: 10,648 shares; 2025Q2: 11,126 shares; 2025Q3: 12,335 shares; 2025Q4: 12,352 shares; 2026Q1: 2,621 shares 2,621 $227K 0.07% -9,731 Timeline JMEE 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,381 shares 3,381 $226K 0.07% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,980 shares; 2026Q1: 5,755 shares 5,755 $225K 0.07% +775 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 4,799 shares; 2025Q3: 4,774 shares; 2025Q4: 3,261 shares; 2026Q1: 2,443 shares 2,443 $224K 0.07% -818 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,955 shares; 2025Q1: 24,819 shares; 2025Q2: 26,240 shares; 2025Q3: 29,109 shares; 2025Q4: 30,428 shares; 2026Q1: 4,639 shares 4,639 $223K 0.07% -25,789 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,043 shares; 2025Q1: 1,836 shares; 2025Q2: 1,779 shares; 2025Q3: 1,797 shares; 2025Q4: 1,718 shares; 2026Q1: 1,701 shares 1,701 $223K 0.07% -17 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,329 shares; 2025Q4: 10,487 shares; 2026Q1: 13,144 shares 13,144 $221K 0.07% +2,657 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,501 shares 1,501 $219K 0.07% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,117 shares; 2026Q1: 8,144 shares 8,144 $218K 0.07% +27 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,502 shares; 2025Q1: 2,469 shares; 2025Q2: 2,258 shares; 2025Q3: 2,215 shares; 2025Q4: 2,185 shares; 2026Q1: 2,099 shares 2,099 $216K 0.07% -86 Timeline XLY 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,905 shares; 2025Q1: 1,365 shares; 2025Q2: 1,127 shares; 2025Q3: 1,074 shares; 2025Q4: 2,077 shares; 2026Q1: 1,959 shares 1,959 $213K 0.07% -118 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 930 shares; 2025Q1: 871 shares; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 723 shares; 2026Q1: 725 shares 725 $211K 0.07% +2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 499 shares; 2025Q1: 487 shares; 2025Q2: 464 shares; 2025Q3: 460 shares; 2025Q4: 483 shares; 2026Q1: 454 shares 454 $209K 0.07% -29 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,491 shares; 2025Q4: 1,625 shares; 2026Q1: 1,331 shares 1,331 $209K 0.07% -294 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares 2,530 $207K 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $206K 0.07% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,525 shares; 2026Q1: 4,338 shares 4,338 $204K 0.07% +813 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 623 shares 623 $203K 0.07% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares 810 $200K 0.06% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares 689 $200K 0.06% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,377 shares; 2025Q1: 49,327 shares; 2025Q2: 49,327 shares; 2025Q3: 43,488 shares; 2025Q4: 35,488 shares; 2026Q1: 44,717 shares 44,717 $196K 0.06% +9,229 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,168 shares; 2025Q1: 13,893 shares; 2025Q2: 13,893 shares; 2025Q3: 13,893 shares; 2025Q4: 13,893 shares; 2026Q1: 13,893 shares 13,893 $175K 0.06% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,663 shares; 2025Q1: 13,599 shares; 2025Q2: 13,649 shares; 2025Q3: 13,971 shares; 2025Q4: 14,688 shares; 2026Q1: 14,706 shares 14,706 $170K 0.05% +18 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,653 shares; 2025Q2: 10,403 shares; 2025Q3: 10,380 shares; 2025Q4: 11,326 shares; 2026Q1: 11,380 shares 11,380 $169K 0.05% +54 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,762 shares; 2025Q1: 19,351 shares; 2025Q2: 19,121 shares; 2025Q3: 18,276 shares; 2025Q4: 17,236 shares; 2026Q1: 15,101 shares 15,101 $164K 0.05% -2,135 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,275 shares; 2025Q1: 43,875 shares; 2025Q2: 43,875 shares; 2025Q3: 47,875 shares; 2025Q4: 47,875 shares; 2026Q1: 47,875 shares 47,875 $154K 0.05% 0 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,235 shares; 2025Q1: 23,835 shares; 2025Q2: 23,835 shares; 2025Q3: 23,835 shares; 2025Q4: 23,835 shares; 2026Q1: 23,835 shares 23,835 $139K 0.05% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,705 shares; 2025Q1: 11,705 shares; 2025Q2: 11,405 shares; 2025Q3: 11,405 shares; 2025Q4: 11,405 shares; 2026Q1: 11,405 shares 11,405 $137K 0.04% 0 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,062 shares; 2025Q2: 13,104 shares; 2025Q3: 13,104 shares; 2025Q4: 13,104 shares; 2026Q1: 12,754 shares 12,754 $129K 0.04% -350 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,225 shares; 2025Q1: 14,225 shares; 2025Q2: 14,225 shares; 2025Q3: 14,225 shares; 2025Q4: 15,225 shares; 2026Q1: 15,225 shares 15,225 $127K 0.04% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,370 shares; 2025Q4: 10,370 shares; 2026Q1: 10,370 shares 10,370 $100K 0.03% 0 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $67.6K 0.02% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $63.8K 0.02% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,592 shares; 2025Q3: 11,293 shares; 2025Q4: 10,877 shares; 2026Q1: 18,275 shares 18,275 $32.2K 0.01% +7,398 Timeline