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: 161,502 shares; 2024Q4: 401,479 shares; 2025Q1: 172,647 shares; 2025Q2: 78,815 shares; 2025Q3: 216,014 shares; 2025Q4: 306,339 shares; 2026Q1: 303,411 shares 303,411 $77M 2.99% -2,928 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,387 shares; 2024Q4: 881,852 shares; 2025Q1: 981,854 shares; 2025Q2: 860,539 shares; 2025Q3: 391,001 shares; 2025Q4: 989,647 shares; 2026Q1: 1,023,378 shares 1,023,378 $51.5M 2% +33,731 Timeline IHDG 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: 1,331,414 shares; 2024Q4: 1,682,409 shares; 2025Q1: 1,703,100 shares; 2025Q2: 1,181,139 shares; 2025Q3: 1,105 shares; 2025Q4: 1,125,048 shares; 2026Q1: 973,021 shares 973,021 $46.9M 1.82% -152,027 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: 119,724 shares; 2024Q4: 144,169 shares; 2025Q1: 115,036 shares; 2025Q2: 71,597 shares; 2025Q3: 101,959 shares; 2025Q4: 98,642 shares; 2026Q1: 74,676 shares 74,676 $43.1M 1.67% -23,966 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: 21,560 shares; 2024Q4: 59,406 shares; 2025Q1: 36,201 shares; 2025Q2: 24,157 shares; 2025Q3: 44,602 shares; 2025Q4: 70,580 shares; 2026Q1: 71,295 shares 71,295 $42.6M 1.65% +715 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832,245 shares; 2024Q4: 987,768 shares; 2025Q1: 979,150 shares; 2025Q2: 721,820 shares; 2025Q3: 1,048 shares; 2025Q4: 742,252 shares; 2026Q1: 717,397 shares 717,397 $42.2M 1.64% -24,855 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,833 shares; 2024Q4: 740,951 shares; 2025Q1: 644,502 shares; 2025Q2: 474,848 shares; 2025Q3: 114,469 shares; 2025Q4: 443,113 shares; 2026Q1: 428,327 shares 428,327 $41.9M 1.63% -14,786 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: 67,421 shares; 2024Q4: 117,694 shares; 2025Q1: 122,388 shares; 2025Q2: 94,750 shares; 2025Q3: 59,021 shares; 2025Q4: 92,856 shares; 2026Q1: 93,934 shares 93,934 $40.1M 1.55% +1,078 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,289 shares; 2024Q4: 1,029,253 shares; 2025Q1: 1,063,134 shares; 2025Q2: 847,140 shares; 2025Q3: 326,588 shares; 2025Q4: 771,443 shares; 2026Q1: 782,368 shares 782,368 $35.7M 1.38% +10,925 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: 143,013 shares; 2024Q4: 189,752 shares; 2025Q1: 150,715 shares; 2025Q2: 86,844 shares; 2025Q3: 124,932 shares; 2025Q4: 190,302 shares; 2026Q1: 191,465 shares 191,465 $33.4M 1.29% +1,163 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: 46,409 shares; 2024Q4: 102,070 shares; 2025Q1: 55,419 shares; 2025Q2: 18,468 shares; 2025Q3: 85,379 shares; 2025Q4: 53,495 shares; 2026Q1: 48,117 shares 48,117 $31.4M 1.22% -5,378 Timeline MTUM 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: 185,742 shares; 2024Q4: 216,000 shares; 2025Q1: 189,799 shares; 2025Q2: 133,387 shares; 2025Q3: 17,942 shares; 2025Q4: 133,688 shares; 2026Q1: 127,082 shares 127,082 $30.5M 1.18% -6,606 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: 36,279 shares; 2024Q4: 56,074 shares; 2025Q1: 37,810 shares; 2025Q2: 20,811 shares; 2025Q3: 38,680 shares; 2025Q4: 45,225 shares; 2026Q1: 45,863 shares 45,863 $29.8M 1.16% +638 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,498 shares; 2024Q4: 55,996 shares; 2025Q1: 51,886 shares; 2025Q2: 42,825 shares; 2025Q3: 3,552 shares; 2025Q4: 195,956 shares; 2026Q1: 159,944 shares 159,944 $27.7M 1.07% -36,012 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,802 shares; 2025Q1: 35,053 shares; 2025Q2: 70,820 shares; 2025Q3: 290,520 shares; 2025Q4: 440,340 shares; 2026Q1: 701,242 shares 701,242 $27.3M 1.06% +260,902 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: 60,298 shares; 2024Q4: 81,553 shares; 2025Q1: 59,616 shares; 2025Q2: 30,246 shares; 2025Q3: 52,794 shares; 2025Q4: 68,973 shares; 2026Q1: 70,611 shares 70,611 $26.1M 1.01% +1,638 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402,138 shares; 2024Q4: 1,440,708 shares; 2025Q1: 1,377,428 shares; 2025Q2: 1,106,639 shares; 2025Q3: 36,829 shares; 2025Q4: 963,468 shares; 2026Q1: 955,033 shares 955,033 $25.4M 0.99% -8,435 Timeline VHT 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: 21,890 shares; 2024Q4: 29,672 shares; 2025Q1: 31,194 shares; 2025Q2: 26,677 shares; 2025Q3: 9,990 shares; 2025Q4: 93,357 shares; 2026Q1: 88,637 shares 88,637 $24.1M 0.94% -4,720 Timeline VIS 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: 6,591 shares; 2024Q4: 6,685 shares; 2025Q1: 6,585 shares; 2025Q2: 5,195 shares; 2025Q3: 1,608 shares; 2025Q4: 78,148 shares; 2026Q1: 73,426 shares 73,426 $22.9M 0.89% -4,722 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: 12,499 shares; 2025Q1: 11,949 shares; 2025Q2: 8,202 shares; 2025Q3: 6,362 shares; 2025Q4: 122,135 shares; 2026Q1: 114,715 shares 114,715 $22.7M 0.88% -7,420 Timeline VAW 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: 6,594 shares; 2024Q4: 6,065 shares; 2025Q1: 6,204 shares; 2025Q2: 5,673 shares; 2025Q3: 1,333 shares; 2025Q4: 106,700 shares; 2026Q1: 100,000 shares 100,000 $22.5M 0.87% -6,700 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: 10,161 shares; 2024Q4: 13,947 shares; 2025Q1: 11,881 shares; 2025Q2: 7,472 shares; 2025Q3: 11,869 shares; 2025Q4: 38,081 shares; 2026Q1: 30,523 shares 30,523 $21.3M 0.83% -7,558 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,766 shares; 2025Q1: 9,871 shares; 2025Q2: 8,642 shares; 2025Q3: 3,689 shares; 2025Q4: 98,642 shares; 2026Q1: 93,779 shares 93,779 $21.1M 0.82% -4,863 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,459 shares; 2024Q4: 40,993 shares; 2025Q1: 37,244 shares; 2025Q2: 34,916 shares; 2025Q3: 12,974 shares; 2025Q4: 195,728 shares; 2026Q1: 233,851 shares 233,851 $20.7M 0.8% +38,123 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: 246,258 shares; 2024Q4: 315,093 shares; 2025Q1: 295,723 shares; 2025Q2: 202,521 shares; 2025Q3: 3,964 shares; 2025Q4: 163,415 shares; 2026Q1: 106,709 shares 106,709 $20.5M 0.79% -56,706 Timeline PULS 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: 336,405 shares; 2024Q4: 545,784 shares; 2025Q1: 578,068 shares; 2025Q2: 461,801 shares; 2025Q3: 71,704 shares; 2025Q4: 380,935 shares; 2026Q1: 413,088 shares 413,088 $20.4M 0.79% +32,153 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,023 shares; 2024Q4: 490,624 shares; 2025Q1: 486,238 shares; 2025Q2: 427,690 shares; 2025Q3: not reported; 2025Q4: 364,904 shares; 2026Q1: 365,080 shares 365,080 $19.8M 0.77% +176 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,259 shares; 2024Q4: 37,676 shares; 2025Q1: 17,139 shares; 2025Q2: 8,694 shares; 2025Q3: 4,050 shares; 2025Q4: 55,471 shares; 2026Q1: 53,214 shares 53,214 $19.6M 0.76% -2,257 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: 34,057 shares; 2024Q4: 62,486 shares; 2025Q1: 36,493 shares; 2025Q2: 19,571 shares; 2025Q3: 39,343 shares; 2025Q4: 38,495 shares; 2026Q1: 40,703 shares 40,703 $19.5M 0.76% +2,208 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: 21,558 shares; 2024Q4: 50,032 shares; 2025Q1: 22,743 shares; 2025Q2: 17,213 shares; 2025Q3: 26,969 shares; 2025Q4: 61,989 shares; 2026Q1: 61,772 shares 61,772 $19.1M 0.74% -217 Timeline IJH 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: 626,305 shares; 2024Q4: 734,677 shares; 2025Q1: 695,984 shares; 2025Q2: 502,767 shares; 2025Q3: 309,489 shares; 2025Q4: 339,773 shares; 2026Q1: 283,111 shares 283,111 $19.1M 0.74% -56,662 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: 37,548 shares; 2024Q4: 44,572 shares; 2025Q1: 36,538 shares; 2025Q2: 25,585 shares; 2025Q3: 19,971 shares; 2025Q4: 68,191 shares; 2026Q1: 66,077 shares 66,077 $19M 0.74% -2,114 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: 685,448 shares; 2024Q4: 2,173,729 shares; 2025Q1: 1,788,065 shares; 2025Q2: 1,170,654 shares; 2025Q3: 713,275 shares; 2025Q4: 785,237 shares; 2026Q1: 605,960 shares 605,960 $18.6M 0.72% -179,277 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: 45,602 shares; 2024Q4: 70,703 shares; 2025Q1: 52,156 shares; 2025Q2: 28,897 shares; 2025Q3: 64,182 shares; 2025Q4: 59,719 shares; 2026Q1: 56,176 shares 56,176 $18M 0.7% -3,543 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: 404,528 shares; 2024Q4: 419,810 shares; 2025Q1: 455,420 shares; 2025Q2: 409,334 shares; 2025Q3: 25,997 shares; 2025Q4: 364,538 shares; 2026Q1: 350,534 shares 350,534 $17.8M 0.69% -14,004 Timeline VOX 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: 11,180 shares; 2024Q4: 11,274 shares; 2025Q1: 10,888 shares; 2025Q2: 9,768 shares; 2025Q3: 2,174 shares; 2025Q4: 128,828 shares; 2026Q1: 97,790 shares 97,790 $17.6M 0.68% -31,038 Timeline VCR 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: 10,998 shares; 2024Q4: 10,235 shares; 2025Q1: 9,897 shares; 2025Q2: 7,583 shares; 2025Q3: 1,964 shares; 2025Q4: 62,204 shares; 2026Q1: 48,418 shares 48,418 $17.4M 0.67% -13,786 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: 107,295 shares; 2024Q4: 117,912 shares; 2025Q1: 101,945 shares; 2025Q2: 60,555 shares; 2025Q3: 78,285 shares; 2025Q4: 80,259 shares; 2026Q1: 81,148 shares 81,148 $16.9M 0.66% +889 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,914 shares; 2024Q4: 80,194 shares; 2025Q1: 84,395 shares; 2025Q2: 68,100 shares; 2025Q3: 12,538 shares; 2025Q4: 130,873 shares; 2026Q1: 126,685 shares 126,685 $16.8M 0.65% -4,188 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,855 shares; 2024Q4: 320,207 shares; 2025Q1: 346,308 shares; 2025Q2: 253,286 shares; 2025Q3: 100,840 shares; 2025Q4: 249,530 shares; 2026Q1: 390,736 shares 390,736 $16.6M 0.64% +141,206 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: 18,182 shares; 2024Q4: 18,535 shares; 2025Q1: 18,441 shares; 2025Q2: 15,236 shares; 2025Q3: 3,368 shares; 2025Q4: 175,274 shares; 2026Q1: 132,878 shares 132,878 $16.1M 0.62% -42,396 Timeline IDMO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,558 shares; 2025Q3: 10,953 shares; 2025Q4: 159,703 shares; 2026Q1: 285,535 shares 285,535 $15.7M 0.61% +125,832 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: 174,623 shares; 2024Q4: 775,546 shares; 2025Q1: 504,584 shares; 2025Q2: 185,436 shares; 2025Q3: 52,288 shares; 2025Q4: 444,945 shares; 2026Q1: 304,930 shares 304,930 $15.6M 0.61% -140,015 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: 84,098 shares; 2024Q4: 127,965 shares; 2025Q1: 89,879 shares; 2025Q2: 72,764 shares; 2025Q3: 112,762 shares; 2025Q4: 80,551 shares; 2026Q1: 79,297 shares 79,297 $15.6M 0.6% -1,254 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,017 shares; 2024Q4: 24,588 shares; 2025Q1: 21,514 shares; 2025Q2: 17,825 shares; 2025Q3: 11,719 shares; 2025Q4: 41,265 shares; 2026Q1: 50,409 shares 50,409 $14.5M 0.56% +9,144 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: 28,095 shares; 2024Q4: 57,553 shares; 2025Q1: 26,043 shares; 2025Q2: 18,482 shares; 2025Q3: 47,348 shares; 2025Q4: 38,806 shares; 2026Q1: 38,356 shares 38,356 $14.3M 0.55% -450 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: 80,145 shares; 2024Q4: 117,102 shares; 2025Q1: 102,147 shares; 2025Q2: 48,504 shares; 2025Q3: 183,089 shares; 2025Q4: 101,280 shares; 2026Q1: 152,771 shares 152,771 $14M 0.54% +51,491 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: 68,671 shares; 2024Q4: 65,792 shares; 2025Q1: 72,338 shares; 2025Q2: 63,016 shares; 2025Q3: 16,516 shares; 2025Q4: 53,849 shares; 2026Q1: 52,151 shares 52,151 $13.7M 0.53% -1,698 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: 749,720 shares; 2024Q4: 728,454 shares; 2025Q1: 690,648 shares; 2025Q2: 537,974 shares; 2025Q3: 24,103 shares; 2025Q4: 454,158 shares; 2026Q1: 339,968 shares 339,968 $13.6M 0.53% -114,190 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,179 shares; 2024Q4: 209,504 shares; 2025Q1: 186,081 shares; 2025Q2: 102,137 shares; 2025Q3: 283,842 shares; 2025Q4: 210,099 shares; 2026Q1: 224,069 shares 224,069 $13M 0.51% +13,970 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,419 shares; 2024Q4: 32,619 shares; 2025Q1: 35,253 shares; 2025Q2: 16,983 shares; 2025Q3: 6,039 shares; 2025Q4: 153,418 shares; 2026Q1: 258,409 shares 258,409 $12.9M 0.5% +104,991 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,022 shares; 2024Q4: 15,307 shares; 2025Q1: 15,543 shares; 2025Q2: 10,415 shares; 2025Q3: 2,924 shares; 2025Q4: 89,361 shares; 2026Q1: 88,083 shares 88,083 $12.8M 0.5% -1,278 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,693 shares; 2024Q4: 335,195 shares; 2025Q1: 350,211 shares; 2025Q2: 333,541 shares; 2025Q3: 2,251 shares; 2025Q4: 295,047 shares; 2026Q1: 292,879 shares 292,879 $12M 0.46% -2,168 Timeline DSI 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: 121,551 shares; 2024Q4: 190,531 shares; 2025Q1: 126,799 shares; 2025Q2: 85,162 shares; 2025Q3: 337 shares; 2025Q4: 97,902 shares; 2026Q1: 95,633 shares 95,633 $11.6M 0.45% -2,269 Timeline FIW 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: 72,186 shares; 2024Q4: 92,560 shares; 2025Q1: 117,982 shares; 2025Q2: 119,704 shares; 2025Q3: 2,643 shares; 2025Q4: 111,109 shares; 2026Q1: 110,833 shares 110,833 $11.4M 0.44% -276 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,201 shares; 2024Q4: 278,903 shares; 2025Q1: 246,239 shares; 2025Q2: 207,547 shares; 2025Q3: 268,369 shares; 2025Q4: 264,201 shares; 2026Q1: 250,987 shares 250,987 $11.3M 0.44% -13,214 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: 59,367 shares; 2024Q4: 94,026 shares; 2025Q1: 63,172 shares; 2025Q2: 25,136 shares; 2025Q3: 41,321 shares; 2025Q4: 52,379 shares; 2026Q1: 51,348 shares 51,348 $11M 0.43% -1,031 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: 29,177 shares; 2024Q4: 45,924 shares; 2025Q1: 45,616 shares; 2025Q2: 33,395 shares; 2025Q3: 19,716 shares; 2025Q4: 24,038 shares; 2026Q1: 24,210 shares 24,210 $10.6M 0.41% +172 Timeline HYG 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: 12,546 shares; 2024Q4: 20,196 shares; 2025Q1: 14,222 shares; 2025Q2: 5,640 shares; 2025Q3: 18,036 shares; 2025Q4: 139,005 shares; 2026Q1: 132,714 shares 132,714 $10.6M 0.41% -6,291 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: 30,002 shares; 2024Q4: 42,029 shares; 2025Q1: 33,795 shares; 2025Q2: 26,078 shares; 2025Q3: 17,548 shares; 2025Q4: 26,723 shares; 2026Q1: 23,796 shares 23,796 $10.2M 0.4% -2,927 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: 17,383 shares; 2024Q4: 34,486 shares; 2025Q1: 18,288 shares; 2025Q2: 10,341 shares; 2025Q3: 22,747 shares; 2025Q4: 22,168 shares; 2026Q1: 22,076 shares 22,076 $10.2M 0.4% -92 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: 12,980 shares; 2024Q4: 14,059 shares; 2025Q1: 13,063 shares; 2025Q2: 5,022 shares; 2025Q3: 10,842 shares; 2025Q4: 17,226 shares; 2026Q1: 17,693 shares 17,693 $10.1M 0.39% +467 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: 34,401 shares; 2024Q4: 44,508 shares; 2025Q1: 34,775 shares; 2025Q2: 19,178 shares; 2025Q3: 23,936 shares; 2025Q4: 34,433 shares; 2026Q1: 33,566 shares 33,566 $9.87M 0.38% -867 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: 94,188 shares; 2024Q4: 111,987 shares; 2025Q1: 102,746 shares; 2025Q2: 62,346 shares; 2025Q3: 75,879 shares; 2025Q4: 80,659 shares; 2026Q1: 79,087 shares 79,087 $9.83M 0.38% -1,572 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,324 shares; 2024Q4: 26,146 shares; 2025Q1: 71,214 shares; 2025Q2: 73,775 shares; 2025Q3: 4,830 shares; 2025Q4: 96,415 shares; 2026Q1: 97,682 shares 97,682 $9.82M 0.38% +1,267 Timeline JQUA 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: 244,144 shares; 2024Q4: 415,597 shares; 2025Q1: 265,493 shares; 2025Q2: 109,388 shares; 2025Q3: 401,081 shares; 2025Q4: 189,563 shares; 2026Q1: 159,817 shares 159,817 $9.8M 0.38% -29,746 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: 342,196 shares; 2024Q4: 307,131 shares; 2025Q1: 316,962 shares; 2025Q2: 186,732 shares; 2025Q3: 3,575 shares; 2025Q4: 181,458 shares; 2026Q1: 183,920 shares 183,920 $9.31M 0.36% +2,462 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: 39,153 shares; 2024Q4: 41,220 shares; 2025Q1: 41,684 shares; 2025Q2: 35,955 shares; 2025Q3: 9,939 shares; 2025Q4: 11,548 shares; 2026Q1: 116,984 shares 116,984 $9.27M 0.36% +105,436 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,442 shares; 2024Q4: 109,018 shares; 2025Q1: 93,644 shares; 2025Q2: 45,875 shares; 2025Q3: 41,326 shares; 2025Q4: 65,388 shares; 2026Q1: 62,595 shares 62,595 $9.27M 0.36% -2,793 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: 16,462 shares; 2024Q4: 18,189 shares; 2025Q1: 22,911 shares; 2025Q2: 11,420 shares; 2025Q3: 10,991 shares; 2025Q4: 13,472 shares; 2026Q1: 12,998 shares 12,998 $9.21M 0.36% -474 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: 7,651 shares; 2024Q4: 7,954 shares; 2025Q1: 8,003 shares; 2025Q2: 4,270 shares; 2025Q3: 4,198 shares; 2025Q4: 110,353 shares; 2026Q1: 107,759 shares 107,759 $9.01M 0.35% -2,594 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: 5,764 shares; 2024Q4: 8,280 shares; 2025Q1: 24,049 shares; 2025Q2: 15,847 shares; 2025Q3: 3,971 shares; 2025Q4: 7,682 shares; 2026Q1: 153,357 shares 153,357 $8.98M 0.35% +145,675 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287,517 shares 287,517 $8.85M 0.34% new Timeline IJR 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: 146,043 shares; 2024Q4: 168,605 shares; 2025Q1: 149,848 shares; 2025Q2: 109,934 shares; 2025Q3: 111,781 shares; 2025Q4: 74,142 shares; 2026Q1: 70,070 shares 70,070 $8.71M 0.34% -4,072 Timeline IVW 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: 155,028 shares; 2024Q4: 183,279 shares; 2025Q1: 164,467 shares; 2025Q2: 69,402 shares; 2025Q3: 97,539 shares; 2025Q4: 88,825 shares; 2026Q1: 76,938 shares 76,938 $8.7M 0.34% -11,887 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,536 shares; 2024Q4: 323,731 shares; 2025Q1: 381,347 shares; 2025Q2: 221,771 shares; 2025Q3: 1,331 shares; 2025Q4: 528,783 shares; 2026Q1: 498,704 shares 498,704 $8.64M 0.33% -30,079 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,339 shares; 2024Q4: 45,822 shares; 2025Q1: 21,164 shares; 2025Q2: 19,592 shares; 2025Q3: 9,639 shares; 2025Q4: 149,607 shares; 2026Q1: 111,574 shares 111,574 $8.61M 0.33% -38,033 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: 10,463 shares; 2024Q4: 10,027 shares; 2025Q1: 10,016 shares; 2025Q2: 15,265 shares; 2025Q3: 2,338 shares; 2025Q4: 125,468 shares; 2026Q1: 122,279 shares 122,279 $8.53M 0.33% -3,189 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,407 shares; 2024Q4: 63,089 shares; 2025Q1: 120,799 shares; 2025Q2: 97,157 shares; 2025Q3: 41,645 shares; 2025Q4: 135,346 shares; 2026Q1: 140,408 shares 140,408 $8.39M 0.33% +5,062 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 13,934 shares; 2025Q1: 13,942 shares; 2025Q2: 12,450 shares; 2025Q3: 8,344 shares; 2025Q4: 47,094 shares; 2026Q1: 44,150 shares 44,150 $8.14M 0.32% -2,944 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,775 shares; 2024Q4: 45,226 shares; 2025Q1: 50,324 shares; 2025Q2: 32,190 shares; 2025Q3: 47,342 shares; 2025Q4: 62,559 shares; 2026Q1: 81,105 shares 81,105 $8.07M 0.31% +18,546 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: 78,665 shares; 2024Q4: 88,193 shares; 2025Q1: 86,742 shares; 2025Q2: 64,943 shares; 2025Q3: 29,366 shares; 2025Q4: 126,273 shares; 2026Q1: 122,603 shares 122,603 $7.86M 0.3% -3,670 Timeline SGOV 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: 51,482 shares; 2024Q4: 53,019 shares; 2025Q1: 77,800 shares; 2025Q2: 61,960 shares; 2025Q3: 32,411 shares; 2025Q4: 73,064 shares; 2026Q1: 77,440 shares 77,440 $7.8M 0.3% +4,376 Timeline SCHG 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: 57,530 shares; 2024Q4: 218,271 shares; 2025Q1: 226,963 shares; 2025Q2: 200,178 shares; 2025Q3: 55,962 shares; 2025Q4: 262,178 shares; 2026Q1: 265,590 shares 265,590 $7.74M 0.3% +3,412 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 5,486 shares; 2025Q1: 5,898 shares; 2025Q2: 8,515 shares; 2025Q3: 579 shares; 2025Q4: 149,583 shares; 2026Q1: 110,414 shares 110,414 $7.59M 0.29% -39,169 Timeline IOO 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: 162,202 shares; 2024Q4: 167,201 shares; 2025Q1: 161,485 shares; 2025Q2: 99,082 shares; 2025Q3: 75,584 shares; 2025Q4: 65,735 shares; 2026Q1: 61,358 shares 61,358 $7.42M 0.29% -4,377 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: 19,167 shares; 2024Q4: 21,897 shares; 2025Q1: 18,008 shares; 2025Q2: 15,175 shares; 2025Q3: 15,018 shares; 2025Q4: 36,275 shares; 2026Q1: 33,868 shares 33,868 $7.36M 0.29% -2,407 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: 87,234 shares; 2024Q4: 152,792 shares; 2025Q1: 99,220 shares; 2025Q2: 92,480 shares; 2025Q3: 80,180 shares; 2025Q4: 126,425 shares; 2026Q1: 104,233 shares 104,233 $7.1M 0.28% -22,192 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,471 shares; 2024Q4: 261,960 shares; 2025Q1: 255,706 shares; 2025Q2: 130,449 shares; 2025Q3: 112,589 shares; 2025Q4: 110,598 shares; 2026Q1: 106,641 shares 106,641 $6.89M 0.27% -3,957 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: 23,065 shares; 2024Q4: 43,842 shares; 2025Q1: 27,309 shares; 2025Q2: 28,733 shares; 2025Q3: 32,489 shares; 2025Q4: 24,904 shares; 2026Q1: 28,865 shares 28,865 $6.86M 0.27% +3,961 Timeline XHLF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,202 shares; 2026Q1: 131,344 shares 131,344 $6.61M 0.26% +123,142 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,273 shares; 2025Q1: not reported; 2025Q2: 42,175 shares; 2025Q3: 126,691 shares; 2025Q4: 73,518 shares; 2026Q1: 71,086 shares 71,086 $6.59M 0.26% -2,432 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,137 shares; 2024Q4: 316,762 shares; 2025Q1: 277,471 shares; 2025Q2: 155,591 shares; 2025Q3: 317,902 shares; 2025Q4: 203,104 shares; 2026Q1: 182,244 shares 182,244 $6.46M 0.25% -20,860 Timeline AVUV 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: 78,960 shares; 2024Q4: 87,012 shares; 2025Q1: 93,349 shares; 2025Q2: 75,980 shares; 2025Q3: 76,251 shares; 2025Q4: 57,506 shares; 2026Q1: 57,861 shares 57,861 $6.39M 0.25% +355 Timeline IQLT 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: 248,343 shares; 2024Q4: 334,291 shares; 2025Q1: 264,484 shares; 2025Q2: 133,546 shares; 2025Q3: 306,754 shares; 2025Q4: 143,088 shares; 2026Q1: 138,093 shares 138,093 $6.38M 0.25% -4,995 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 58,465 shares; 2025Q1: 7,652 shares; 2025Q2: 4,982 shares; 2025Q3: 8,159 shares; 2025Q4: 64,947 shares; 2026Q1: 64,383 shares 64,383 $6.33M 0.25% -564 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: 36,289 shares; 2024Q4: 35,534 shares; 2025Q1: 33,647 shares; 2025Q2: 25,815 shares; 2025Q3: 20,803 shares; 2025Q4: 72,790 shares; 2026Q1: 69,590 shares 69,590 $6.3M 0.24% -3,200 Timeline JNK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 396 shares; 2025Q4: 67,786 shares; 2026Q1: 65,601 shares 65,601 $6.28M 0.24% -2,185 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: 47,552 shares; 2024Q4: 42,599 shares; 2025Q1: 40,773 shares; 2025Q2: 25,623 shares; 2025Q3: 33,962 shares; 2025Q4: 21,638 shares; 2026Q1: 21,407 shares 21,407 $6.14M 0.24% -231 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: 8,216 shares; 2024Q4: 11,757 shares; 2025Q1: 7,475 shares; 2025Q2: 4,306 shares; 2025Q3: 6,644 shares; 2025Q4: 6,638 shares; 2026Q1: 6,547 shares 6,547 $6.02M 0.23% -91 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,924 shares; 2025Q1: 150,118 shares; 2025Q2: 162,615 shares; 2025Q3: 708 shares; 2025Q4: 157,263 shares; 2026Q1: 163,818 shares 163,818 $5.92M 0.23% +6,555 Timeline IUSV 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: 125,325 shares; 2024Q4: 177,379 shares; 2025Q1: 137,525 shares; 2025Q2: 77,998 shares; 2025Q3: 127,097 shares; 2025Q4: 66,622 shares; 2026Q1: 57,762 shares 57,762 $5.91M 0.23% -8,860 Timeline SHYG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 145,113 shares; 2026Q1: 138,978 shares 138,978 $5.88M 0.23% -6,135 Timeline FBT 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: 48,969 shares; 2024Q4: 39,409 shares; 2025Q1: 38,426 shares; 2025Q2: 36,463 shares; 2025Q3: 239 shares; 2025Q4: 29,901 shares; 2026Q1: 29,143 shares 29,143 $5.85M 0.23% -758 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: 36,104 shares; 2024Q4: 35,918 shares; 2025Q1: 36,572 shares; 2025Q2: 30,560 shares; 2025Q3: 19,968 shares; 2025Q4: 27,404 shares; 2026Q1: 26,974 shares 26,974 $5.58M 0.22% -430 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: 23,910 shares; 2024Q4: 24,606 shares; 2025Q1: 23,171 shares; 2025Q2: 15,216 shares; 2025Q3: 4,415 shares; 2025Q4: 15,765 shares; 2026Q1: 14,265 shares 14,265 $5.47M 0.21% -1,500 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: 37,242 shares; 2024Q4: 46,961 shares; 2025Q1: 38,986 shares; 2025Q2: 29,529 shares; 2025Q3: 21,831 shares; 2025Q4: 38,732 shares; 2026Q1: 37,764 shares 37,764 $5.45M 0.21% -968 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: 6,644 shares; 2024Q4: 10,180 shares; 2025Q1: 8,485 shares; 2025Q2: 3,428 shares; 2025Q3: 8,139 shares; 2025Q4: 12,423 shares; 2026Q1: 10,714 shares 10,714 $5.35M 0.21% -1,709 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,402 shares; 2024Q4: 44,446 shares; 2025Q1: 52,176 shares; 2025Q2: 13,260 shares; 2025Q3: 3,131 shares; 2025Q4: 72,164 shares; 2026Q1: 66,929 shares 66,929 $5.25M 0.2% -5,235 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,857 shares; 2024Q4: 47,654 shares; 2025Q1: 41,651 shares; 2025Q2: 19,401 shares; 2025Q3: 28,555 shares; 2025Q4: 36,401 shares; 2026Q1: 35,779 shares 35,779 $5.22M 0.2% -622 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,318 shares; 2024Q4: 206,671 shares; 2025Q1: 196,423 shares; 2025Q2: 151,651 shares; 2025Q3: 76,895 shares; 2025Q4: 179,328 shares; 2026Q1: 104,158 shares 104,158 $5.19M 0.2% -75,170 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: 5,985 shares; 2024Q4: 6,254 shares; 2025Q1: 5,926 shares; 2025Q2: 3,968 shares; 2025Q3: 3,650 shares; 2025Q4: 5,283 shares; 2026Q1: 5,196 shares 5,196 $5.18M 0.2% -87 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: 122,805 shares; 2024Q4: 132,370 shares; 2025Q1: 87,134 shares; 2025Q2: 61,360 shares; 2025Q3: 40,779 shares; 2025Q4: 110,559 shares; 2026Q1: 101,438 shares 101,438 $5.09M 0.2% -9,121 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: 25,314 shares; 2024Q4: 24,044 shares; 2025Q1: 23,818 shares; 2025Q2: 11,737 shares; 2025Q3: 7,824 shares; 2025Q4: 103,404 shares; 2026Q1: 102,909 shares 102,909 $4.94M 0.19% -495 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: 122,388 shares; 2024Q4: 125,521 shares; 2025Q1: 101,747 shares; 2025Q2: 94,170 shares; 2025Q3: 36,879 shares; 2025Q4: 175,419 shares; 2026Q1: 167,370 shares 167,370 $4.85M 0.19% -8,049 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: 32,736 shares; 2024Q4: 57,389 shares; 2025Q1: 46,619 shares; 2025Q2: 54,399 shares; 2025Q3: 77,434 shares; 2025Q4: 55,665 shares; 2026Q1: 53,072 shares 53,072 $4.68M 0.18% -2,593 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,354 shares; 2024Q4: 19,820 shares; 2025Q1: 19,945 shares; 2025Q2: 11,307 shares; 2025Q3: 10,608 shares; 2025Q4: 24,814 shares; 2026Q1: 22,497 shares 22,497 $4.63M 0.18% -2,317 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,978 shares; 2024Q4: 127,404 shares; 2025Q1: 139,164 shares; 2025Q2: 85,041 shares; 2025Q3: 12,952 shares; 2025Q4: 85,771 shares; 2026Q1: 85,466 shares 85,466 $4.62M 0.18% -305 Timeline BANK OF AMER CORP 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 555 shares; 2025Q2: 220 shares; 2025Q3: 190 shares; 2025Q4: 3,885 shares; 2026Q1: 3,838 shares 3,838 $4.57M 0.18% -47 JMUB 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: 102,284 shares; 2024Q4: 193,660 shares; 2025Q1: 125,154 shares; 2025Q2: 39,340 shares; 2025Q3: 158,503 shares; 2025Q4: 97,407 shares; 2026Q1: 89,597 shares 89,597 $4.48M 0.17% -7,810 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,850 shares; 2024Q4: 202,755 shares; 2025Q1: 235,019 shares; 2025Q2: 189,486 shares; 2025Q3: not reported; 2025Q4: 165,609 shares; 2026Q1: 165,377 shares 165,377 $4.41M 0.17% -232 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: 5,118 shares; 2024Q4: 3,929 shares; 2025Q1: 3,947 shares; 2025Q2: 2,124 shares; 2025Q3: 2,627 shares; 2025Q4: 14,748 shares; 2026Q1: 14,573 shares 14,573 $4.4M 0.17% -175 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 185 shares; 2025Q2: 90 shares; 2025Q3: 355 shares; 2025Q4: 3,827 shares; 2026Q1: 3,800 shares 3,800 $4.39M 0.17% -27 AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,388 shares; 2024Q4: 50,617 shares; 2025Q1: 59,308 shares; 2025Q2: 50,319 shares; 2025Q3: 41,407 shares; 2025Q4: 40,383 shares; 2026Q1: 39,566 shares 39,566 $4.38M 0.17% -817 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 13,943 shares; 2025Q1: 1,969 shares; 2025Q2: 758 shares; 2025Q3: 13,758 shares; 2025Q4: 13,626 shares; 2026Q1: 13,618 shares 13,618 $4.37M 0.17% -8 Timeline IYW 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: 25,230 shares; 2024Q4: 31,342 shares; 2025Q1: 27,542 shares; 2025Q2: 14,763 shares; 2025Q3: 21,976 shares; 2025Q4: 24,328 shares; 2026Q1: 23,893 shares 23,893 $4.33M 0.17% -435 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 3,372 shares; 2025Q1: 3,616 shares; 2025Q2: 2,513 shares; 2025Q3: 3,288 shares; 2025Q4: 23,987 shares; 2026Q1: 16,842 shares 16,842 $4.33M 0.17% -7,145 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,640 shares; 2024Q4: 390,714 shares; 2025Q1: 386,176 shares; 2025Q2: 190,260 shares; 2025Q3: 273,870 shares; 2025Q4: 103,423 shares; 2026Q1: 107,063 shares 107,063 $4.3M 0.17% +3,640 Timeline JGLO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,728 shares; 2025Q3: 136,941 shares; 2025Q4: 81,920 shares; 2026Q1: 65,410 shares 65,410 $4.27M 0.17% -16,510 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: 57,034 shares; 2024Q4: 53,539 shares; 2025Q1: 54,578 shares; 2025Q2: 36,147 shares; 2025Q3: 32,245 shares; 2025Q4: 35,946 shares; 2026Q1: 25,100 shares 25,100 $4.26M 0.17% -10,846 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: 12,965 shares; 2024Q4: 13,499 shares; 2025Q1: 14,741 shares; 2025Q2: 9,455 shares; 2025Q3: 5,398 shares; 2025Q4: 18,153 shares; 2026Q1: 17,097 shares 17,097 $4.24M 0.16% -1,056 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: 14,327 shares; 2024Q4: 15,802 shares; 2025Q1: 15,088 shares; 2025Q2: 9,234 shares; 2025Q3: 7,478 shares; 2025Q4: 12,639 shares; 2026Q1: 12,252 shares 12,252 $4.03M 0.16% -387 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,330 shares; 2024Q4: 256,945 shares; 2025Q1: 266,235 shares; 2025Q2: 186,380 shares; 2025Q3: 107,912 shares; 2025Q4: 108,730 shares; 2026Q1: 117,388 shares 117,388 $3.96M 0.15% +8,658 Timeline IEUR 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: 9,512 shares; 2024Q4: 19,373 shares; 2025Q1: 9,446 shares; 2025Q2: 14,328 shares; 2025Q3: 22,932 shares; 2025Q4: 49,648 shares; 2026Q1: 54,994 shares 54,994 $3.86M 0.15% +5,346 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 13,450 shares; 2025Q1: 13,263 shares; 2025Q2: 4,108 shares; 2025Q3: 2,193 shares; 2025Q4: 10,555 shares; 2026Q1: 10,155 shares 10,155 $3.86M 0.15% -400 Timeline ICSH 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: 63,219 shares; 2024Q4: 68,984 shares; 2025Q1: 79,534 shares; 2025Q2: 87,683 shares; 2025Q3: 200 shares; 2025Q4: 54,318 shares; 2026Q1: 74,740 shares 74,740 $3.78M 0.15% +20,422 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,757 shares; 2024Q4: 117,890 shares; 2025Q1: 112,181 shares; 2025Q2: 107,678 shares; 2025Q3: not reported; 2025Q4: 84,831 shares; 2026Q1: 83,680 shares 83,680 $3.77M 0.15% -1,151 Timeline USFR 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: 104,131 shares; 2024Q4: 116,601 shares; 2025Q1: 121,975 shares; 2025Q2: 83,064 shares; 2025Q3: 105,584 shares; 2025Q4: 71,661 shares; 2026Q1: 74,882 shares 74,882 $3.77M 0.15% +3,221 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: 20,279 shares; 2024Q4: 23,936 shares; 2025Q1: 22,315 shares; 2025Q2: 12,441 shares; 2025Q3: 16,271 shares; 2025Q4: 16,769 shares; 2026Q1: 17,186 shares 17,186 $3.74M 0.14% +417 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: 44,010 shares; 2024Q4: 48,096 shares; 2025Q1: 51,138 shares; 2025Q2: 42,053 shares; 2025Q3: 22,949 shares; 2025Q4: 47,283 shares; 2026Q1: 44,668 shares 44,668 $3.7M 0.14% -2,615 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: 46,825 shares; 2024Q4: 50,077 shares; 2025Q1: 54,461 shares; 2025Q2: 48,677 shares; 2025Q3: 24,497 shares; 2025Q4: 49,799 shares; 2026Q1: 47,042 shares 47,042 $3.65M 0.14% -2,757 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: 10,894 shares; 2024Q4: 13,321 shares; 2025Q1: 11,532 shares; 2025Q2: 7,179 shares; 2025Q3: 12,170 shares; 2025Q4: 10,883 shares; 2026Q1: 10,800 shares 10,800 $3.65M 0.14% -83 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: 17,790 shares; 2024Q4: 29,961 shares; 2025Q1: 17,055 shares; 2025Q2: 13,032 shares; 2025Q3: 7,990 shares; 2025Q4: 20,018 shares; 2026Q1: 18,324 shares 18,324 $3.65M 0.14% -1,694 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,437 shares; 2024Q4: 36,641 shares; 2025Q1: 38,478 shares; 2025Q2: 23,856 shares; 2025Q3: 30,334 shares; 2025Q4: 47,915 shares; 2026Q1: 48,948 shares 48,948 $3.6M 0.14% +1,033 Timeline AOM 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: 67,024 shares; 2024Q4: 112,588 shares; 2025Q1: 108,318 shares; 2025Q2: 128,093 shares; 2025Q3: 4,262 shares; 2025Q4: 77,730 shares; 2026Q1: 75,906 shares 75,906 $3.6M 0.14% -1,824 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: 85,590 shares; 2024Q4: 79,344 shares; 2025Q1: 38,858 shares; 2025Q2: 32,467 shares; 2025Q3: 61,154 shares; 2025Q4: 44,032 shares; 2026Q1: 45,511 shares 45,511 $3.48M 0.14% +1,479 Timeline SCHX 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: 23,720 shares; 2024Q4: 67,975 shares; 2025Q1: 67,147 shares; 2025Q2: 40,514 shares; 2025Q3: 26,934 shares; 2025Q4: 132,272 shares; 2026Q1: 135,270 shares 135,270 $3.47M 0.13% +2,998 Timeline IWR 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: 7,464 shares; 2024Q4: 12,326 shares; 2025Q1: 12,057 shares; 2025Q2: 4,340 shares; 2025Q3: 11,084 shares; 2025Q4: 30,877 shares; 2026Q1: 34,196 shares 34,196 $3.32M 0.13% +3,319 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: 30,177 shares; 2024Q4: 42,393 shares; 2025Q1: 29,670 shares; 2025Q2: 18,104 shares; 2025Q3: 22,917 shares; 2025Q4: 38,746 shares; 2026Q1: 35,785 shares 35,785 $3.32M 0.13% -2,961 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: 60,156 shares; 2024Q4: 61,322 shares; 2025Q1: 60,014 shares; 2025Q2: 53,930 shares; 2025Q3: 21,414 shares; 2025Q4: 47,402 shares; 2026Q1: 43,572 shares 43,572 $3.31M 0.13% -3,830 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,799 shares; 2025Q3: not reported; 2025Q4: 57,111 shares; 2026Q1: 65,024 shares 65,024 $3.3M 0.13% +7,913 Timeline EDV 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: 2,599 shares; 2024Q4: 3,956 shares; 2025Q1: 3,747 shares; 2025Q2: 3,380 shares; 2025Q3: 2,569 shares; 2025Q4: 83,504 shares; 2026Q1: 50,276 shares 50,276 $3.27M 0.13% -33,228 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,289 shares; 2024Q4: 118,366 shares; 2025Q1: 125,797 shares; 2025Q2: 93,496 shares; 2025Q3: 62,557 shares; 2025Q4: 86,850 shares; 2026Q1: 90,734 shares 90,734 $3.26M 0.13% +3,884 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: 16,876 shares; 2024Q4: 21,117 shares; 2025Q1: 16,441 shares; 2025Q2: 11,715 shares; 2025Q3: 11,116 shares; 2025Q4: 14,036 shares; 2026Q1: 10,769 shares 10,769 $3.25M 0.13% -3,267 Timeline SHY 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: 2,519 shares; 2024Q4: 22,093 shares; 2025Q1: 22,975 shares; 2025Q2: 13,584 shares; 2025Q3: 25,690 shares; 2025Q4: 30,593 shares; 2026Q1: 38,945 shares 38,945 $3.22M 0.12% +8,352 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,722 shares; 2024Q4: 176,766 shares; 2025Q1: 170,507 shares; 2025Q2: 128,577 shares; 2025Q3: 81,766 shares; 2025Q4: 95,436 shares; 2026Q1: 96,279 shares 96,279 $3.21M 0.12% +843 Timeline VALQ 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 reported; 2024Q4: 23,771 shares; 2025Q1: 43,289 shares; 2025Q2: 55,558 shares; 2025Q3: not reported; 2025Q4: 48,978 shares; 2026Q1: 49,349 shares 49,349 $3.21M 0.12% +371 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: 43,475 shares; 2024Q4: 43,298 shares; 2025Q1: 42,907 shares; 2025Q2: 33,737 shares; 2025Q3: 18,841 shares; 2025Q4: 56,318 shares; 2026Q1: 48,397 shares 48,397 $3.19M 0.12% -7,921 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,791 shares; 2024Q4: 61,717 shares; 2025Q1: 61,965 shares; 2025Q2: 109,264 shares; 2025Q3: 127,285 shares; 2025Q4: 113,466 shares; 2026Q1: 130,751 shares 130,751 $3.19M 0.12% +17,285 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: 462 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 587 shares; 2025Q3: 623 shares; 2025Q4: 2,192 shares; 2026Q1: 2,161 shares 2,161 $3.18M 0.12% -31 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 2,979 shares; 2026Q1: 2,976 shares 2,976 $3.18M 0.12% -3 Timeline OUSA 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 reported; 2024Q4: 27,405 shares; 2025Q1: 50,006 shares; 2025Q2: 63,811 shares; 2025Q3: not reported; 2025Q4: 56,167 shares; 2026Q1: 56,785 shares 56,785 $3.16M 0.12% +618 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 13,842 shares; 2025Q1: 13,960 shares; 2025Q2: 10,757 shares; 2025Q3: 12,443 shares; 2025Q4: 31,139 shares; 2026Q1: 28,853 shares 28,853 $3.12M 0.12% -2,286 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,769 shares; 2025Q1: 7,855 shares; 2025Q2: 8,217 shares; 2025Q3: 7,512 shares; 2025Q4: 62,525 shares; 2026Q1: 63,118 shares 63,118 $3.12M 0.12% +593 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 27 shares; 2025Q4: 5,141 shares; 2026Q1: 5,239 shares 5,239 $3.11M 0.12% +98 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: 22,604 shares; 2024Q4: 20,590 shares; 2025Q1: 20,979 shares; 2025Q2: 18,726 shares; 2025Q3: 12,770 shares; 2025Q4: 13,305 shares; 2026Q1: 12,479 shares 12,479 $3.05M 0.12% -826 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: 103,523 shares; 2024Q4: 77,342 shares; 2025Q1: 71,022 shares; 2025Q2: 43,485 shares; 2025Q3: 39,019 shares; 2025Q4: 37,193 shares; 2026Q1: 49,443 shares 49,443 $3.03M 0.12% +12,250 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 9,692 shares; 2025Q1: 9,682 shares; 2025Q2: 23,509 shares; 2025Q3: 17,846 shares; 2025Q4: 14,361 shares; 2026Q1: 14,800 shares 14,800 $3.01M 0.12% +439 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: 12,912 shares; 2024Q4: 12,745 shares; 2025Q1: 13,338 shares; 2025Q2: 7,935 shares; 2025Q3: 6,653 shares; 2025Q4: 11,882 shares; 2026Q1: 12,317 shares 12,317 $2.99M 0.12% +435 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,796 shares; 2024Q4: 104,950 shares; 2025Q1: 107,705 shares; 2025Q2: 94,703 shares; 2025Q3: not reported; 2025Q4: 70,186 shares; 2026Q1: 72,614 shares 72,614 $2.98M 0.12% +2,428 Timeline JMST 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 reported; 2024Q4: 99,029 shares; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,913 shares; 2025Q4: 72,375 shares; 2026Q1: 58,009 shares 58,009 $2.96M 0.11% -14,366 Timeline SCHV 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: 4,193 shares; 2024Q4: 18,937 shares; 2025Q1: 18,163 shares; 2025Q2: 14,740 shares; 2025Q3: 5,822 shares; 2025Q4: 99,991 shares; 2026Q1: 96,878 shares 96,878 $2.95M 0.11% -3,113 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,589 shares; 2024Q4: 105,905 shares; 2025Q1: 99,108 shares; 2025Q2: 72,422 shares; 2025Q3: 71,613 shares; 2025Q4: 63,766 shares; 2026Q1: 52,219 shares 52,219 $2.95M 0.11% -11,547 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,725 shares; 2024Q4: 137,876 shares; 2025Q1: 168,912 shares; 2025Q2: 130,218 shares; 2025Q3: 76,308 shares; 2025Q4: 92,322 shares; 2026Q1: 99,225 shares 99,225 $2.93M 0.11% +6,903 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,234 shares; 2024Q4: 105,723 shares; 2025Q1: 96,843 shares; 2025Q2: 86,421 shares; 2025Q3: 21,336 shares; 2025Q4: 43,805 shares; 2026Q1: 41,976 shares 41,976 $2.87M 0.11% -1,829 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,992 shares; 2024Q4: 415,541 shares; 2025Q1: 348,050 shares; 2025Q2: 137,542 shares; 2025Q3: 246,833 shares; 2025Q4: 127,050 shares; 2026Q1: 90,549 shares 90,549 $2.85M 0.11% -36,501 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 27,681 shares; 2025Q1: 3,887 shares; 2025Q2: 1,563 shares; 2025Q3: 26,335 shares; 2025Q4: 25,548 shares; 2026Q1: 26,633 shares 26,633 $2.85M 0.11% +1,085 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: 73,350 shares; 2024Q4: 75,983 shares; 2025Q1: 76,957 shares; 2025Q2: 50,311 shares; 2025Q3: 37,485 shares; 2025Q4: 127,869 shares; 2026Q1: 99,668 shares 99,668 $2.8M 0.11% -28,201 Timeline FLOT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: not reported; 2025Q4: 19,008 shares; 2026Q1: 54,761 shares 54,761 $2.79M 0.11% +35,753 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,911 shares; 2024Q4: 96,816 shares; 2025Q1: 99,851 shares; 2025Q2: 99,441 shares; 2025Q3: 40,088 shares; 2025Q4: 88,163 shares; 2026Q1: 96,501 shares 96,501 $2.77M 0.11% +8,338 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: 55,538 shares; 2024Q4: 57,098 shares; 2025Q1: 56,123 shares; 2025Q2: 44,174 shares; 2025Q3: 39,712 shares; 2025Q4: 45,126 shares; 2026Q1: 44,113 shares 44,113 $2.76M 0.11% -1,013 Timeline TFLO 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: 35,279 shares; 2024Q4: 39,182 shares; 2025Q1: 40,088 shares; 2025Q2: 65,257 shares; 2025Q3: 98,196 shares; 2025Q4: 54,430 shares; 2026Q1: 54,396 shares 54,396 $2.75M 0.11% -34 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,954 shares; 2025Q1: 7,857 shares; 2025Q2: 3,956 shares; 2025Q3: 862 shares; 2025Q4: 18,198 shares; 2026Q1: 17,976 shares 17,976 $2.75M 0.11% -222 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: 14,044 shares; 2024Q4: 19,263 shares; 2025Q1: 9,883 shares; 2025Q2: 6,765 shares; 2025Q3: 7,715 shares; 2025Q4: 17,216 shares; 2026Q1: 16,586 shares 16,586 $2.74M 0.11% -630 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: 22,524 shares; 2024Q4: 29,256 shares; 2025Q1: 28,058 shares; 2025Q2: 14,738 shares; 2025Q3: 13,140 shares; 2025Q4: 21,775 shares; 2026Q1: 18,639 shares 18,639 $2.74M 0.11% -3,136 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,453 shares; 2025Q1: 7,128 shares; 2025Q2: 5,015 shares; 2025Q3: 14,088 shares; 2025Q4: 20,913 shares; 2026Q1: 34,657 shares 34,657 $2.74M 0.11% +13,744 Timeline IUSB 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: 7,284 shares; 2024Q4: 7,660 shares; 2025Q1: 6,146 shares; 2025Q2: 4,899 shares; 2025Q3: 2,091 shares; 2025Q4: 63,274 shares; 2026Q1: 58,955 shares 58,955 $2.72M 0.11% -4,319 Timeline USMV 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: 91,876 shares; 2024Q4: 63,147 shares; 2025Q1: 69,693 shares; 2025Q2: 29,687 shares; 2025Q3: 33,856 shares; 2025Q4: 31,339 shares; 2026Q1: 29,086 shares 29,086 $2.7M 0.1% -2,253 Timeline ONEV 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: 10,189 shares; 2024Q4: 11,068 shares; 2025Q1: 10,501 shares; 2025Q2: 9,406 shares; 2025Q3: 1,040 shares; 2025Q4: 21,829 shares; 2026Q1: 19,642 shares 19,642 $2.64M 0.1% -2,187 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: 7,876 shares; 2024Q4: 7,606 shares; 2025Q1: 7,733 shares; 2025Q2: 6,009 shares; 2025Q3: 5,730 shares; 2025Q4: 9,017 shares; 2026Q1: 8,438 shares 8,438 $2.62M 0.1% -579 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 319 shares; 2025Q4: 45,549 shares; 2026Q1: 44,574 shares 44,574 $2.6M 0.1% -975 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: 9,881 shares; 2024Q4: 9,178 shares; 2025Q1: 9,113 shares; 2025Q2: 4,282 shares; 2025Q3: 5,840 shares; 2025Q4: 7,076 shares; 2026Q1: 9,405 shares 9,405 $2.54M 0.1% +2,329 Timeline DVY 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: 18,504 shares; 2024Q4: 24,111 shares; 2025Q1: 21,318 shares; 2025Q2: 12,852 shares; 2025Q3: 16,665 shares; 2025Q4: 17,482 shares; 2026Q1: 16,774 shares 16,774 $2.54M 0.1% -708 Timeline EZU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: 27,644 shares; 2026Q1: 39,647 shares 39,647 $2.48M 0.1% +12,003 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: 65,360 shares; 2024Q4: 85,968 shares; 2025Q1: 62,811 shares; 2025Q2: 45,503 shares; 2025Q3: 53,508 shares; 2025Q4: 50,636 shares; 2026Q1: 50,056 shares 50,056 $2.47M 0.1% -580 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,187 shares; 2024Q4: 65,177 shares; 2025Q1: 65,378 shares; 2025Q2: 38,480 shares; 2025Q3: 70,041 shares; 2025Q4: 52,574 shares; 2026Q1: 52,683 shares 52,683 $2.46M 0.1% +109 Timeline RFG 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: 60,308 shares; 2024Q4: 60,371 shares; 2025Q1: 60,271 shares; 2025Q2: 45,071 shares; 2025Q3: 53,945 shares; 2025Q4: 44,480 shares; 2026Q1: 44,481 shares 44,481 $2.44M 0.09% +1 Timeline MUB 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: 2,058 shares; 2024Q4: 5,319 shares; 2025Q1: 5,264 shares; 2025Q2: 3,511 shares; 2025Q3: 1,552 shares; 2025Q4: 21,628 shares; 2026Q1: 22,680 shares 22,680 $2.41M 0.09% +1,052 Timeline USIG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 176 shares; 2025Q4: 44,959 shares; 2026Q1: 46,356 shares 46,356 $2.37M 0.09% +1,397 Timeline SEPP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,489 shares; 2026Q1: 78,598 shares 78,598 $2.36M 0.09% -1,891 Timeline JEPQ 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: 56,553 shares; 2024Q4: 102,253 shares; 2025Q1: 89,923 shares; 2025Q2: 41,928 shares; 2025Q3: 42,388 shares; 2025Q4: 43,478 shares; 2026Q1: 42,452 shares 42,452 $2.36M 0.09% -1,026 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: 44,809 shares; 2024Q4: 39,432 shares; 2025Q1: 32,969 shares; 2025Q2: 29,237 shares; 2025Q3: 13,857 shares; 2025Q4: 18,727 shares; 2026Q1: 19,531 shares 19,531 $2.35M 0.09% +804 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,103 shares 21,103 $2.33M 0.09% new Timeline PVAL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 10,659 shares; 2025Q4: 22,620 shares; 2026Q1: 49,907 shares 49,907 $2.32M 0.09% +27,287 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: 4,575 shares; 2024Q4: 3,669 shares; 2025Q1: 3,796 shares; 2025Q2: 3,991 shares; 2025Q3: 765 shares; 2025Q4: 4,783 shares; 2026Q1: 4,674 shares 4,674 $2.3M 0.09% -109 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 59,469 shares; 2025Q1: 43,875 shares; 2025Q2: 12,466 shares; 2025Q3: 19,196 shares; 2025Q4: 52,339 shares; 2026Q1: 50,562 shares 50,562 $2.29M 0.09% -1,777 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 23,912 shares; 2026Q1: 23,753 shares 23,753 $2.28M 0.09% -159 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,928 shares; 2024Q4: 29,299 shares; 2025Q1: 29,303 shares; 2025Q2: 13,688 shares; 2025Q3: 22,144 shares; 2025Q4: 37,732 shares; 2026Q1: 45,458 shares 45,458 $2.27M 0.09% +7,726 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: 50,661 shares; 2024Q4: 39,805 shares; 2025Q1: 31,228 shares; 2025Q2: 35,081 shares; 2025Q3: 51,107 shares; 2025Q4: 15,667 shares; 2026Q1: 15,491 shares 15,491 $2.27M 0.09% -176 Timeline QGRO 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: 61,419 shares; 2024Q4: 91,691 shares; 2025Q1: 76,445 shares; 2025Q2: 34,870 shares; 2025Q3: 73,855 shares; 2025Q4: 22,418 shares; 2026Q1: 21,471 shares 21,471 $2.26M 0.09% -947 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: 39,839 shares; 2024Q4: 83,610 shares; 2025Q1: 83,398 shares; 2025Q2: 37,329 shares; 2025Q3: 30,266 shares; 2025Q4: 73,174 shares; 2026Q1: 77,342 shares 77,342 $2.25M 0.09% +4,168 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: 4,309 shares; 2024Q4: 4,370 shares; 2025Q1: 5,048 shares; 2025Q2: 1,322 shares; 2025Q3: 2,143 shares; 2025Q4: 14,673 shares; 2026Q1: 13,926 shares 13,926 $2.22M 0.09% -747 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,656 shares; 2024Q4: 142,025 shares; 2025Q1: 163,368 shares; 2025Q2: 40,809 shares; 2025Q3: 9,387 shares; 2025Q4: 42,859 shares; 2026Q1: 44,295 shares 44,295 $2.21M 0.09% +1,436 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 282 shares; 2025Q4: 13,566 shares; 2026Q1: 13,023 shares 13,023 $2.2M 0.09% -543 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: 54,006 shares; 2024Q4: 52,204 shares; 2025Q1: 52,619 shares; 2025Q2: 39,008 shares; 2025Q3: 31,803 shares; 2025Q4: 47,662 shares; 2026Q1: 44,935 shares 44,935 $2.19M 0.08% -2,727 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: 179,682 shares; 2024Q4: 173,448 shares; 2025Q1: 174,125 shares; 2025Q2: 150,324 shares; 2025Q3: 160,238 shares; 2025Q4: 127,129 shares; 2026Q1: 127,724 shares 127,724 $2.19M 0.08% +595 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: 6,920 shares; 2024Q4: 7,761 shares; 2025Q1: 7,766 shares; 2025Q2: 5,128 shares; 2025Q3: 4,108 shares; 2025Q4: 38,550 shares; 2026Q1: 30,028 shares 30,028 $2.19M 0.08% -8,522 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 1,661 shares; 2025Q4: 1,747 shares; 2026Q1: 12,056 shares 12,056 $2.17M 0.08% +10,309 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,645 shares; 2025Q4: 68,167 shares; 2026Q1: 44,710 shares 44,710 $2.15M 0.08% -23,457 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: 15,376 shares; 2024Q4: 31,001 shares; 2025Q1: 25,691 shares; 2025Q2: 17,645 shares; 2025Q3: 11,694 shares; 2025Q4: 18,616 shares; 2026Q1: 13,081 shares 13,081 $2.12M 0.08% -5,535 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: 11,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 1,933 shares; 2025Q4: 90,008 shares; 2026Q1: 91,769 shares 91,769 $2.1M 0.08% +1,761 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 328 shares; 2025Q4: 32,923 shares; 2026Q1: 30,865 shares 30,865 $2.1M 0.08% -2,058 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,647 shares; 2026Q1: 50,076 shares 50,076 $2.08M 0.08% -571 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: 6,512 shares; 2024Q4: 10,550 shares; 2025Q1: 6,046 shares; 2025Q2: 4,395 shares; 2025Q3: 8,279 shares; 2025Q4: 6,193 shares; 2026Q1: 5,899 shares 5,899 $2.08M 0.08% -294 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 3,192 shares; 2025Q1: 3,186 shares; 2025Q2: 1,515 shares; 2025Q3: 1,310 shares; 2025Q4: 1,719 shares; 2026Q1: 3,831 shares 3,831 $2.06M 0.08% +2,112 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,963 shares; 2026Q1: 45,051 shares 45,051 $2.05M 0.08% +88 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 1,334 shares; 2025Q3: 315 shares; 2025Q4: 10,379 shares; 2026Q1: 9,769 shares 9,769 $2.05M 0.08% -610 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: 12,059 shares; 2024Q4: 17,467 shares; 2025Q1: 14,070 shares; 2025Q2: 114,673 shares; 2025Q3: 714 shares; 2025Q4: 91,930 shares; 2026Q1: 82,842 shares 82,842 $2.01M 0.08% -9,088 Timeline IWS 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: 7,839 shares; 2024Q4: 11,735 shares; 2025Q1: 7,748 shares; 2025Q2: 5,763 shares; 2025Q3: 3,650 shares; 2025Q4: 19,404 shares; 2026Q1: 13,610 shares 13,610 $1.98M 0.08% -5,794 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 18,416 shares; 2025Q1: 19,054 shares; 2025Q2: 12,895 shares; 2025Q3: 9,495 shares; 2025Q4: 9,667 shares; 2026Q1: 9,524 shares 9,524 $1.98M 0.08% -143 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: 16,026 shares; 2024Q4: 15,053 shares; 2025Q1: 15,226 shares; 2025Q2: 14,529 shares; 2025Q3: 5,946 shares; 2025Q4: 12,291 shares; 2026Q1: 12,603 shares 12,603 $1.96M 0.08% +312 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,943 shares; 2024Q4: 40,162 shares; 2025Q1: 41,459 shares; 2025Q2: 40,580 shares; 2025Q3: 5,183 shares; 2025Q4: 12,680 shares; 2026Q1: 13,416 shares 13,416 $1.95M 0.08% +736 Timeline EFA 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: 21,979 shares; 2024Q4: 24,152 shares; 2025Q1: 20,158 shares; 2025Q2: 17,249 shares; 2025Q3: 11,488 shares; 2025Q4: 20,650 shares; 2026Q1: 19,838 shares 19,838 $1.93M 0.07% -812 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,089 shares; 2024Q4: 277,843 shares; 2025Q1: 191,889 shares; 2025Q2: 53,910 shares; 2025Q3: 36,556 shares; 2025Q4: 46,666 shares; 2026Q1: 43,819 shares 43,819 $1.91M 0.07% -2,847 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,268 shares; 2025Q1: 1,355 shares; 2025Q2: 441 shares; 2025Q3: 1,158 shares; 2025Q4: 5,054 shares; 2026Q1: 4,548 shares 4,548 $1.9M 0.07% -506 Timeline PSK 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: 66,323 shares; 2024Q4: 70,764 shares; 2025Q1: 75,674 shares; 2025Q2: 54,452 shares; 2025Q3: 95 shares; 2025Q4: 60,238 shares; 2026Q1: 61,425 shares 61,425 $1.89M 0.07% +1,187 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: 6,004 shares; 2024Q4: 6,445 shares; 2025Q1: 5,137 shares; 2025Q2: 4,486 shares; 2025Q3: 4,578 shares; 2025Q4: 3,127 shares; 2026Q1: 3,067 shares 3,067 $1.85M 0.07% -60 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: 29,046 shares; 2024Q4: 36,334 shares; 2025Q1: 34,762 shares; 2025Q2: 15,210 shares; 2025Q3: 33,772 shares; 2025Q4: 8,543 shares; 2026Q1: 8,519 shares 8,519 $1.82M 0.07% -24 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,709 shares; 2024Q4: 29,820 shares; 2025Q1: 30,282 shares; 2025Q2: 23,511 shares; 2025Q3: 25,946 shares; 2025Q4: 25,881 shares; 2026Q1: 25,869 shares 25,869 $1.82M 0.07% -12 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: 66,124 shares; 2024Q4: 64,612 shares; 2025Q1: 64,462 shares; 2025Q2: 57,773 shares; 2025Q3: 58,266 shares; 2025Q4: 45,987 shares; 2026Q1: 46,371 shares 46,371 $1.81M 0.07% +384 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: 18,133 shares; 2024Q4: 19,614 shares; 2025Q1: 19,399 shares; 2025Q2: 16,667 shares; 2025Q3: 5,738 shares; 2025Q4: 15,727 shares; 2026Q1: 13,765 shares 13,765 $1.8M 0.07% -1,962 Timeline ACWI 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: 17,013 shares; 2024Q4: 26,029 shares; 2025Q1: 22,701 shares; 2025Q2: 5,554 shares; 2025Q3: 17,912 shares; 2025Q4: 12,872 shares; 2026Q1: 13,023 shares 13,023 $1.8M 0.07% +151 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: 10,738 shares; 2024Q4: 11,745 shares; 2025Q1: 11,866 shares; 2025Q2: 8,124 shares; 2025Q3: 9,879 shares; 2025Q4: 5,094 shares; 2026Q1: 6,339 shares 6,339 $1.8M 0.07% +1,245 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: 2,760 shares; 2024Q4: 3,733 shares; 2025Q1: 2,174 shares; 2025Q2: 1,151 shares; 2025Q3: 2,724 shares; 2025Q4: 18,710 shares; 2026Q1: 18,683 shares 18,683 $1.8M 0.07% -27 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: 24,685 shares; 2024Q4: 23,233 shares; 2025Q1: 19,119 shares; 2025Q2: 18,979 shares; 2025Q3: 3,710 shares; 2025Q4: 15,669 shares; 2026Q1: 15,544 shares 15,544 $1.76M 0.07% -125 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 11,916 shares; 2025Q1: 11,427 shares; 2025Q2: 10,878 shares; 2025Q3: 37,731 shares; 2025Q4: 64,671 shares; 2026Q1: 64,855 shares 64,855 $1.76M 0.07% +184 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 198 shares; 2025Q4: 3,625 shares; 2026Q1: 3,203 shares 3,203 $1.76M 0.07% -422 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: 25,897 shares; 2024Q4: 22,897 shares; 2025Q1: 22,185 shares; 2025Q2: 17,073 shares; 2025Q3: 10,171 shares; 2025Q4: 16,211 shares; 2026Q1: 15,976 shares 15,976 $1.75M 0.07% -235 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,330 shares; 2024Q4: 64,980 shares; 2025Q1: 41,566 shares; 2025Q2: 34,646 shares; 2025Q3: 40,857 shares; 2025Q4: 51,623 shares; 2026Q1: 45,327 shares 45,327 $1.74M 0.07% -6,296 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 12,199 shares; 2025Q1: 11,825 shares; 2025Q2: 9,326 shares; 2025Q3: 2,866 shares; 2025Q4: 14,163 shares; 2026Q1: 13,225 shares 13,225 $1.73M 0.07% -938 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,489 shares; 2025Q2: 53,406 shares; 2025Q3: not reported; 2025Q4: 55,076 shares; 2026Q1: 42,578 shares 42,578 $1.73M 0.07% -12,498 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,459 shares; 2024Q4: 91,616 shares; 2025Q1: 86,016 shares; 2025Q2: 77,392 shares; 2025Q3: 2,805 shares; 2025Q4: 57,302 shares; 2026Q1: 57,370 shares 57,370 $1.73M 0.07% +68 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,260 shares; 2024Q4: 26,561 shares; 2025Q1: 27,056 shares; 2025Q2: 22,402 shares; 2025Q3: 21,090 shares; 2025Q4: 20,398 shares; 2026Q1: 19,909 shares 19,909 $1.72M 0.07% -489 Timeline FVD 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: 140,018 shares; 2024Q4: 125,086 shares; 2025Q1: 96,745 shares; 2025Q2: 53,577 shares; 2025Q3: 100,660 shares; 2025Q4: 43,119 shares; 2026Q1: 36,352 shares 36,352 $1.71M 0.07% -6,767 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 356 shares; 2025Q4: 31,421 shares; 2026Q1: 34,125 shares 34,125 $1.7M 0.07% +2,704 Timeline WTV 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 reported; 2024Q4: not reported; 2025Q1: 2,819 shares; 2025Q2: 5,985 shares; 2025Q3: 1,665 shares; 2025Q4: 20,769 shares; 2026Q1: 17,820 shares 17,820 $1.69M 0.07% -2,949 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: not reported; 2025Q4: 31,473 shares; 2026Q1: 28,008 shares 28,008 $1.68M 0.07% -3,465 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: 1,424 shares; 2024Q4: 1,394 shares; 2025Q1: 1,383 shares; 2025Q2: 2,204 shares; 2025Q3: 1,327 shares; 2025Q4: 9,890 shares; 2026Q1: 9,185 shares 9,185 $1.68M 0.06% -705 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: 15,574 shares; 2024Q4: 24,759 shares; 2025Q1: 15,746 shares; 2025Q2: 20,976 shares; 2025Q3: 16,947 shares; 2025Q4: 8,922 shares; 2026Q1: 8,663 shares 8,663 $1.67M 0.06% -259 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,910 shares; 2025Q1: 5,016 shares; 2025Q2: 4,058 shares; 2025Q3: 695 shares; 2025Q4: 12,712 shares; 2026Q1: 11,528 shares 11,528 $1.67M 0.06% -1,184 Timeline EDOW 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: 47,487 shares; 2024Q4: 48,445 shares; 2025Q1: 48,445 shares; 2025Q2: 38,076 shares; 2025Q3: 47,520 shares; 2025Q4: 40,428 shares; 2026Q1: 40,431 shares 40,431 $1.64M 0.06% +3 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,940 shares; 2025Q1: 3,934 shares; 2025Q2: 37,738 shares; 2025Q3: 6,701 shares; 2025Q4: 15,039 shares; 2026Q1: 14,590 shares 14,590 $1.64M 0.06% -449 Timeline VGIT 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: 319,207 shares; 2024Q4: 163,917 shares; 2025Q1: 94,592 shares; 2025Q2: 51,800 shares; 2025Q3: 87 shares; 2025Q4: 27,735 shares; 2026Q1: 27,444 shares 27,444 $1.63M 0.06% -291 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: 1,335 shares; 2024Q4: 1,428 shares; 2025Q1: 1,429 shares; 2025Q2: 939 shares; 2025Q3: 1,093 shares; 2025Q4: 3,615 shares; 2026Q1: 3,255 shares 3,255 $1.61M 0.06% -360 Timeline EDIV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,867 shares; 2025Q3: 43,451 shares; 2025Q4: 38,710 shares; 2026Q1: 40,804 shares 40,804 $1.61M 0.06% +2,094 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 27,512 shares; 2025Q1: 19,471 shares; 2025Q2: 475 shares; 2025Q3: 1,809 shares; 2025Q4: not reported; 2026Q1: 30,972 shares 30,972 $1.61M 0.06% new Timeline IWP 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: 9,932 shares; 2024Q4: 21,828 shares; 2025Q1: 9,626 shares; 2025Q2: 7,106 shares; 2025Q3: 12,814 shares; 2025Q4: 12,884 shares; 2026Q1: 12,386 shares 12,386 $1.59M 0.06% -498 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,614 shares; 2024Q4: 60,765 shares; 2025Q1: 65,412 shares; 2025Q2: 37,381 shares; 2025Q3: 843 shares; 2025Q4: 48,800 shares; 2026Q1: 47,029 shares 47,029 $1.58M 0.06% -1,771 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,019 shares; 2024Q4: 58,851 shares; 2025Q1: 59,271 shares; 2025Q2: 44,871 shares; 2025Q3: 42,887 shares; 2025Q4: 83,156 shares; 2026Q1: 88,378 shares 88,378 $1.57M 0.06% +5,222 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: 11,939 shares; 2024Q4: 11,878 shares; 2025Q1: 12,228 shares; 2025Q2: 11,595 shares; 2025Q3: 1,783 shares; 2025Q4: 12,740 shares; 2026Q1: 12,139 shares 12,139 $1.56M 0.06% -601 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 10,977 shares; 2025Q1: 9,025 shares; 2025Q2: 6,982 shares; 2025Q3: 10,282 shares; 2025Q4: 6,301 shares; 2026Q1: 6,785 shares 6,785 $1.56M 0.06% +484 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,255 shares; 2026Q1: 61,151 shares 61,151 $1.55M 0.06% +45,896 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,879 shares; 2024Q4: 147,790 shares; 2025Q1: 139,184 shares; 2025Q2: 120,421 shares; 2025Q3: 69,523 shares; 2025Q4: 23,209 shares; 2026Q1: 24,549 shares 24,549 $1.54M 0.06% +1,340 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,568 shares; 2024Q4: 84,107 shares; 2025Q1: 87,529 shares; 2025Q2: 53,316 shares; 2025Q3: 34,456 shares; 2025Q4: 41,770 shares; 2026Q1: 40,784 shares 40,784 $1.53M 0.06% -986 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: 18,827 shares; 2024Q4: 19,442 shares; 2025Q1: 16,154 shares; 2025Q2: 12,365 shares; 2025Q3: 2,613 shares; 2025Q4: 15,149 shares; 2026Q1: 13,991 shares 13,991 $1.52M 0.06% -1,158 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: 1,304 shares; 2024Q4: 1,628 shares; 2025Q1: 1,724 shares; 2025Q2: 1,144 shares; 2025Q3: 752 shares; 2025Q4: 3,359 shares; 2026Q1: 3,302 shares 3,302 $1.52M 0.06% -57 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: 4,068 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 488 shares; 2025Q3: not reported; 2025Q4: 13,156 shares; 2026Q1: 18,019 shares 18,019 $1.52M 0.06% +4,863 Timeline IEF 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: 15,091 shares; 2024Q4: 16,506 shares; 2025Q1: 16,575 shares; 2025Q2: 6,366 shares; 2025Q3: 5,943 shares; 2025Q4: 15,282 shares; 2026Q1: 15,934 shares 15,934 $1.52M 0.06% +652 Timeline PUSH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,163 shares 30,163 $1.52M 0.06% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,401 shares; 2024Q4: 24,937 shares; 2025Q1: 34,823 shares; 2025Q2: 34,208 shares; 2025Q3: 2,434 shares; 2025Q4: 10,047 shares; 2026Q1: 7,450 shares 7,450 $1.52M 0.06% -2,597 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 416 shares; 2025Q4: 14,718 shares; 2026Q1: 13,430 shares 13,430 $1.51M 0.06% -1,288 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 28,619 shares; 2025Q1: 28,529 shares; 2025Q2: 26,168 shares; 2025Q3: 25,572 shares; 2025Q4: 21,307 shares; 2026Q1: 21,309 shares 21,309 $1.5M 0.06% +2 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: 13,689 shares; 2024Q4: 14,166 shares; 2025Q1: 13,354 shares; 2025Q2: 11,732 shares; 2025Q3: 655 shares; 2025Q4: 32,641 shares; 2026Q1: 31,921 shares 31,921 $1.5M 0.06% -720 Timeline FDN 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: 9,555 shares; 2024Q4: 8,313 shares; 2025Q1: 8,542 shares; 2025Q2: 4,884 shares; 2025Q3: 6,312 shares; 2025Q4: 6,433 shares; 2026Q1: 6,381 shares 6,381 $1.49M 0.06% -52 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: 31,585 shares; 2024Q4: 66,795 shares; 2025Q1: 32,361 shares; 2025Q2: 15,046 shares; 2025Q3: 80,590 shares; 2025Q4: 19,618 shares; 2026Q1: 21,165 shares 21,165 $1.49M 0.06% +1,547 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,444 shares; 2024Q4: 26,511 shares; 2025Q1: 21,720 shares; 2025Q2: 15,929 shares; 2025Q3: 27,910 shares; 2025Q4: 13,951 shares; 2026Q1: 12,827 shares 12,827 $1.48M 0.06% -1,124 Timeline SCHP 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: 6,928 shares; 2024Q4: 19,583 shares; 2025Q1: 18,691 shares; 2025Q2: 12,340 shares; 2025Q3: 5,447 shares; 2025Q4: 54,899 shares; 2026Q1: 55,316 shares 55,316 $1.47M 0.06% +417 Timeline COPX 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: 23,323 shares; 2024Q4: 20,132 shares; 2025Q1: 19,716 shares; 2025Q2: 21,421 shares; 2025Q3: not reported; 2025Q4: 17,569 shares; 2026Q1: 19,267 shares 19,267 $1.47M 0.06% +1,698 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: 1,639 shares; 2024Q4: 2,675 shares; 2025Q1: 1,799 shares; 2025Q2: 1,542 shares; 2025Q3: 213 shares; 2025Q4: 1,814 shares; 2026Q1: 1,640 shares 1,640 $1.47M 0.06% -174 Timeline EWC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,071 shares; 2026Q1: 26,656 shares 26,656 $1.46M 0.06% +4,585 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,920 shares 34,920 $1.43M 0.06% new 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: 28,456 shares; 2024Q4: 28,743 shares; 2025Q1: 33,007 shares; 2025Q2: 37,621 shares; 2025Q3: 12,006 shares; 2025Q4: 34,030 shares; 2026Q1: 31,125 shares 31,125 $1.43M 0.06% -2,905 Timeline JPIB 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: 62,079 shares; 2024Q4: 35,805 shares; 2025Q1: 38,207 shares; 2025Q2: 38,143 shares; 2025Q3: not reported; 2025Q4: 26,648 shares; 2026Q1: 29,725 shares 29,725 $1.42M 0.06% +3,077 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,432 shares; 2024Q4: 87,276 shares; 2025Q1: 82,126 shares; 2025Q2: 46,161 shares; 2025Q3: not reported; 2025Q4: 47,375 shares; 2026Q1: 40,124 shares 40,124 $1.42M 0.06% -7,251 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: 34,890 shares; 2024Q4: 26,131 shares; 2025Q1: 21,930 shares; 2025Q2: 10,472 shares; 2025Q3: 10,616 shares; 2025Q4: 17,707 shares; 2026Q1: 16,333 shares 16,333 $1.42M 0.05% -1,374 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,716 shares; 2025Q4: 51,924 shares; 2026Q1: 49,788 shares 49,788 $1.42M 0.05% -2,136 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: 23,925 shares; 2024Q4: 22,423 shares; 2025Q1: 21,200 shares; 2025Q2: 14,628 shares; 2025Q3: 13,285 shares; 2025Q4: 9,228 shares; 2026Q1: 9,497 shares 9,497 $1.39M 0.05% +269 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,940 shares; 2024Q4: 53,028 shares; 2025Q1: 66,315 shares; 2025Q2: 72,168 shares; 2025Q3: 4,204 shares; 2025Q4: 55,351 shares; 2026Q1: 59,571 shares 59,571 $1.39M 0.05% +4,220 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,572 shares; 2025Q3: 511 shares; 2025Q4: 10,250 shares; 2026Q1: 10,184 shares 10,184 $1.38M 0.05% -66 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: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 48 shares; 2025Q4: 3,462 shares; 2026Q1: 2,882 shares 2,882 $1.36M 0.05% -580 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,633 shares; 2024Q4: 314,947 shares; 2025Q1: 326,034 shares; 2025Q2: 166,175 shares; 2025Q3: 17,548 shares; 2025Q4: 60,334 shares; 2026Q1: 54,917 shares 54,917 $1.36M 0.05% -5,417 Timeline XBI 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: 9,547 shares; 2024Q4: 10,684 shares; 2025Q1: 10,573 shares; 2025Q2: 7,595 shares; 2025Q3: 4,104 shares; 2025Q4: 10,361 shares; 2026Q1: 10,638 shares 10,638 $1.36M 0.05% +277 Timeline LIT 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: 37,453 shares; 2024Q4: 32,142 shares; 2025Q1: 32,936 shares; 2025Q2: 28,542 shares; 2025Q3: 832 shares; 2025Q4: 20,495 shares; 2026Q1: 18,018 shares 18,018 $1.34M 0.05% -2,477 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: 21,807 shares; 2024Q4: 20,982 shares; 2025Q1: 21,488 shares; 2025Q2: 20,880 shares; 2025Q3: 5,296 shares; 2025Q4: 26,742 shares; 2026Q1: 25,689 shares 25,689 $1.34M 0.05% -1,053 Timeline SCHM 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: 25,990 shares; 2024Q4: 118,290 shares; 2025Q1: 98,885 shares; 2025Q2: 25,886 shares; 2025Q3: 66,534 shares; 2025Q4: 38,586 shares; 2026Q1: 42,802 shares 42,802 $1.33M 0.05% +4,216 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,838 shares; 2024Q4: 37,526 shares; 2025Q1: 40,777 shares; 2025Q2: 41,112 shares; 2025Q3: 26,010 shares; 2025Q4: 36,004 shares; 2026Q1: 33,565 shares 33,565 $1.32M 0.05% -2,439 Timeline IHI 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: 41,970 shares; 2024Q4: 33,840 shares; 2025Q1: 31,422 shares; 2025Q2: 30,543 shares; 2025Q3: 2,069 shares; 2025Q4: 24,315 shares; 2026Q1: 24,804 shares 24,804 $1.32M 0.05% +489 Timeline ACWV 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: 2,775 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 1,273 shares; 2025Q3: 1,812 shares; 2025Q4: 10,902 shares; 2026Q1: 11,072 shares 11,072 $1.32M 0.05% +170 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 961 shares; 2025Q4: 1,495 shares; 2026Q1: 3,909 shares 3,909 $1.32M 0.05% +2,414 Timeline IYJ 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: 6,291 shares; 2024Q4: 9,319 shares; 2025Q1: 6,509 shares; 2025Q2: 4,012 shares; 2025Q3: 8,860 shares; 2025Q4: 9,062 shares; 2026Q1: 8,898 shares 8,898 $1.31M 0.05% -164 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,416 shares; 2025Q3: 201 shares; 2025Q4: not reported; 2026Q1: 26,652 shares 26,652 $1.3M 0.05% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,411 shares; 2024Q4: 61,698 shares; 2025Q1: 65,688 shares; 2025Q2: 55,109 shares; 2025Q3: 2,545 shares; 2025Q4: 53,269 shares; 2026Q1: 54,031 shares 54,031 $1.3M 0.05% +762 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: 13,579 shares; 2024Q4: 17,141 shares; 2025Q1: 13,176 shares; 2025Q2: 3,630 shares; 2025Q3: 6,608 shares; 2025Q4: 6,126 shares; 2026Q1: 11,266 shares 11,266 $1.3M 0.05% +5,140 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 reported; 2024Q4: 2,337 shares; 2025Q1: not reported; 2025Q2: 6,621 shares; 2025Q3: 1,397 shares; 2025Q4: 14,357 shares; 2026Q1: 14,034 shares 14,034 $1.29M 0.05% -323 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 15,043 shares; 2025Q1: 15,071 shares; 2025Q2: 11,194 shares; 2025Q3: 11,730 shares; 2025Q4: 14,478 shares; 2026Q1: 13,836 shares 13,836 $1.29M 0.05% -642 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 510 shares; 2025Q1: 492 shares; 2025Q2: 479 shares; 2025Q3: 176 shares; 2025Q4: 815 shares; 2026Q1: 969 shares 969 $1.28M 0.05% +154 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: 31,908 shares; 2024Q4: 148,418 shares; 2025Q1: 22,099 shares; 2025Q2: 17,910 shares; 2025Q3: 11,580 shares; 2025Q4: 33,127 shares; 2026Q1: 28,925 shares 28,925 $1.28M 0.05% -4,202 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 10,000 shares; 2025Q1: 10,388 shares; 2025Q2: 10,318 shares; 2025Q3: 1,381 shares; 2025Q4: 18,803 shares; 2026Q1: 17,962 shares 17,962 $1.27M 0.05% -841 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 35 shares; 2025Q4: 23,263 shares; 2026Q1: 16,865 shares 16,865 $1.27M 0.05% -6,398 Timeline IUSG 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: 11,803 shares; 2024Q4: 68,031 shares; 2025Q1: 15,137 shares; 2025Q2: 4,297 shares; 2025Q3: 14,601 shares; 2025Q4: 8,453 shares; 2026Q1: 8,182 shares 8,182 $1.27M 0.05% -271 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,144 shares; 2024Q4: 30,339 shares; 2025Q1: 7,276 shares; 2025Q2: 25,858 shares; 2025Q3: 4,295 shares; 2025Q4: 5,222 shares; 2026Q1: 4,213 shares 4,213 $1.26M 0.05% -1,009 Timeline HELO 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: 60,494 shares; 2024Q4: 105,687 shares; 2025Q1: 68,045 shares; 2025Q2: 33,200 shares; 2025Q3: 68,450 shares; 2025Q4: 19,491 shares; 2026Q1: 19,684 shares 19,684 $1.26M 0.05% +193 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: 122,484 shares; 2024Q4: 145,666 shares; 2025Q1: 145,064 shares; 2025Q2: 84,862 shares; 2025Q3: 21,950 shares; 2025Q4: 25,977 shares; 2026Q1: 22,136 shares 22,136 $1.25M 0.05% -3,841 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 3,784 shares; 2025Q1: 3,847 shares; 2025Q2: 1,810 shares; 2025Q3: 1,652 shares; 2025Q4: 4,711 shares; 2026Q1: 4,459 shares 4,459 $1.25M 0.05% -252 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 27,200 shares; 2025Q1: 23,691 shares; 2025Q2: 3,103 shares; 2025Q3: 78 shares; 2025Q4: 5,920 shares; 2026Q1: 16,960 shares 16,960 $1.24M 0.05% +11,040 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 142 shares; 2025Q4: 9,588 shares; 2026Q1: 7,873 shares 7,873 $1.24M 0.05% -1,715 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: 2,998 shares; 2024Q4: 2,988 shares; 2025Q1: 3,035 shares; 2025Q2: 2,064 shares; 2025Q3: 1,083 shares; 2025Q4: 3,073 shares; 2026Q1: 3,605 shares 3,605 $1.23M 0.05% +532 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 55,014 shares; 2025Q1: 59,587 shares; 2025Q2: 62,751 shares; 2025Q3: 32,581 shares; 2025Q4: 61,569 shares; 2026Q1: 64,878 shares 64,878 $1.23M 0.05% +3,309 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 3,989 shares; 2025Q1: 2,689 shares; 2025Q2: 2,999 shares; 2025Q3: 8,528 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $1.22M 0.05% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 1,278 shares; 2025Q4: 3,021 shares; 2026Q1: 6,582 shares 6,582 $1.22M 0.05% +3,561 Timeline TIP 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: 9,025 shares; 2024Q4: 9,042 shares; 2025Q1: 8,646 shares; 2025Q2: 5,460 shares; 2025Q3: 3,763 shares; 2025Q4: 11,620 shares; 2026Q1: 10,972 shares 10,972 $1.21M 0.05% -648 Timeline EMB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 12 shares; 2025Q4: 20,494 shares; 2026Q1: 12,847 shares 12,847 $1.21M 0.05% -7,647 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: 7,107 shares; 2024Q4: 7,152 shares; 2025Q1: 7,184 shares; 2025Q2: 4,985 shares; 2025Q3: 3,959 shares; 2025Q4: 3,495 shares; 2026Q1: 3,386 shares 3,386 $1.21M 0.05% -109 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: 49,733 shares; 2024Q4: 46,230 shares; 2025Q1: 50,011 shares; 2025Q2: 45,266 shares; 2025Q3: 24,372 shares; 2025Q4: 110,660 shares; 2026Q1: 103,596 shares 103,596 $1.2M 0.05% -7,064 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,161 shares; 2025Q3: 227 shares; 2025Q4: not reported; 2026Q1: 35,328 shares 35,328 $1.19M 0.05% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,464 shares; 2025Q2: 12,516 shares; 2025Q3: 1,317 shares; 2025Q4: 30,481 shares; 2026Q1: 45,360 shares 45,360 $1.19M 0.05% +14,879 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: 5,540 shares; 2024Q4: 4,780 shares; 2025Q1: 4,876 shares; 2025Q2: 5,492 shares; 2025Q3: 1,884 shares; 2025Q4: 14,725 shares; 2026Q1: 8,328 shares 8,328 $1.16M 0.05% -6,397 Timeline IPAC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,381 shares; 2026Q1: 15,041 shares 15,041 $1.15M 0.04% -340 Timeline EPS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,964 shares; 2026Q1: 16,890 shares 16,890 $1.15M 0.04% -2,074 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,487 shares; 2024Q4: 74,132 shares; 2025Q1: 49,022 shares; 2025Q2: 31,858 shares; 2025Q3: 26,500 shares; 2025Q4: 43,072 shares; 2026Q1: 42,628 shares 42,628 $1.14M 0.04% -444 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 9,584 shares; 2025Q1: 11,528 shares; 2025Q2: 11,309 shares; 2025Q3: 4,998 shares; 2025Q4: 4,558 shares; 2026Q1: 4,507 shares 4,507 $1.14M 0.04% -51 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 190 shares; 2025Q4: 43,556 shares; 2026Q1: 43,168 shares 43,168 $1.14M 0.04% -388 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: 24,990 shares; 2024Q4: 16,203 shares; 2025Q1: 16,660 shares; 2025Q2: 12,548 shares; 2025Q3: 10,324 shares; 2025Q4: 13,394 shares; 2026Q1: 11,717 shares 11,717 $1.13M 0.04% -1,677 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: 3,842 shares; 2024Q4: 6,059 shares; 2025Q1: 3,497 shares; 2025Q2: 3,478 shares; 2025Q3: 3,268 shares; 2025Q4: 3,701 shares; 2026Q1: 3,724 shares 3,724 $1.13M 0.04% +23 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: 49,481 shares; 2024Q4: 42,033 shares; 2025Q1: 41,642 shares; 2025Q2: 40,053 shares; 2025Q3: 7,036 shares; 2025Q4: 32,141 shares; 2026Q1: 33,783 shares 33,783 $1.12M 0.04% +1,642 Timeline GAL 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: 22,389 shares; 2024Q4: 21,351 shares; 2025Q1: 21,351 shares; 2025Q2: 22,739 shares; 2025Q3: 26,678 shares; 2025Q4: 21,802 shares; 2026Q1: 22,604 shares 22,604 $1.12M 0.04% +802 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,613 shares; 2024Q4: 37,357 shares; 2025Q1: 37,357 shares; 2025Q2: 37,384 shares; 2025Q3: 35,286 shares; 2025Q4: 29,650 shares; 2026Q1: 29,662 shares 29,662 $1.1M 0.04% +12 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 27,772 shares; 2025Q1: 14,837 shares; 2025Q2: 14,262 shares; 2025Q3: 282 shares; 2025Q4: 18,159 shares; 2026Q1: 17,987 shares 17,987 $1.1M 0.04% -172 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,417 shares; 2025Q1: 1,502 shares; 2025Q2: 740 shares; 2025Q3: 762 shares; 2025Q4: 7,649 shares; 2026Q1: 6,347 shares 6,347 $1.1M 0.04% -1,302 Timeline FV 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: 28,134 shares; 2024Q4: 28,046 shares; 2025Q1: 27,130 shares; 2025Q2: 12,709 shares; 2025Q3: 23,922 shares; 2025Q4: 19,130 shares; 2026Q1: 18,147 shares 18,147 $1.1M 0.04% -983 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 4,055 shares; 2025Q4: not reported; 2026Q1: 15,456 shares 15,456 $1.09M 0.04% new Timeline QINT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 3,253 shares; 2025Q4: 9,164 shares; 2026Q1: 16,677 shares 16,677 $1.09M 0.04% +7,513 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: 2,892 shares; 2024Q4: 2,847 shares; 2025Q1: 3,159 shares; 2025Q2: 2,026 shares; 2025Q3: 2,776 shares; 2025Q4: 4,718 shares; 2026Q1: 4,468 shares 4,468 $1.09M 0.04% -250 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 34,270 shares; 2026Q1: 25,301 shares 25,301 $1.09M 0.04% -8,969 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 11,901 shares; 2025Q1: 11,901 shares; 2025Q2: 11,193 shares; 2025Q3: 12,369 shares; 2025Q4: 15,993 shares; 2026Q1: 16,497 shares 16,497 $1.08M 0.04% +504 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,688 shares; 2025Q3: 100 shares; 2025Q4: 3,808 shares; 2026Q1: 3,898 shares 3,898 $1.07M 0.04% +90 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: 1,154 shares; 2024Q4: 1,041 shares; 2025Q1: 1,052 shares; 2025Q2: 1,165 shares; 2025Q3: 763 shares; 2025Q4: 2,992 shares; 2026Q1: 3,268 shares 3,268 $1.07M 0.04% +276 Timeline PWV 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: 25,702 shares; 2024Q4: 24,858 shares; 2025Q1: 25,091 shares; 2025Q2: 14,963 shares; 2025Q3: 17,597 shares; 2025Q4: 15,395 shares; 2026Q1: 15,243 shares 15,243 $1.06M 0.04% -152 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,771 shares; 2025Q4: 41,771 shares; 2026Q1: 41,771 shares 41,771 $1.06M 0.04% 0 Timeline USDU 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: 82,591 shares; 2024Q4: 90,449 shares; 2025Q1: 90,449 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: not reported; 2026Q1: 40,205 shares 40,205 $1.06M 0.04% new Timeline IYF 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: 12,045 shares; 2024Q4: 12,015 shares; 2025Q1: 12,074 shares; 2025Q2: 11,608 shares; 2025Q3: 11,407 shares; 2025Q4: 8,924 shares; 2026Q1: 8,928 shares 8,928 $1.05M 0.04% +4 Timeline FTCS 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: 118,760 shares; 2024Q4: 64,874 shares; 2025Q1: 61,120 shares; 2025Q2: 54,431 shares; 2025Q3: 59,446 shares; 2025Q4: 11,882 shares; 2026Q1: 11,280 shares 11,280 $1.05M 0.04% -602 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: 21,509 shares; 2024Q4: 20,976 shares; 2025Q1: 22,635 shares; 2025Q2: 18,161 shares; 2025Q3: 9,066 shares; 2025Q4: 5,341 shares; 2026Q1: 5,421 shares 5,421 $1.04M 0.04% +80 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: 4,803 shares; 2024Q4: 9,751 shares; 2025Q1: 9,972 shares; 2025Q2: 9,774 shares; 2025Q3: 7,604 shares; 2025Q4: 5,982 shares; 2026Q1: 6,485 shares 6,485 $1.04M 0.04% +503 Timeline IEI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,141 shares; 2025Q4: 8,974 shares; 2026Q1: 8,763 shares 8,763 $1.04M 0.04% -211 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,537 shares; 2025Q1: 19,668 shares; 2025Q2: 1,556 shares; 2025Q3: 4,500 shares; 2025Q4: 34,597 shares; 2026Q1: 26,736 shares 26,736 $1.04M 0.04% -7,861 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 8,609 shares; 2025Q1: 8,445 shares; 2025Q2: 6,574 shares; 2025Q3: 3,211 shares; 2025Q4: 4,556 shares; 2026Q1: 4,383 shares 4,383 $1.04M 0.04% -173 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: 661 shares; 2024Q4: 1,683 shares; 2025Q1: 3,416 shares; 2025Q2: 3,003 shares; 2025Q3: 1,282 shares; 2025Q4: 1,980 shares; 2026Q1: 1,505 shares 1,505 $1.03M 0.04% -475 Timeline DXJ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 6,451 shares 6,451 $1.02M 0.04% new Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,523 shares; 2024Q4: 80,744 shares; 2025Q1: 80,744 shares; 2025Q2: 80,679 shares; 2025Q3: 77,429 shares; 2025Q4: 57,773 shares; 2026Q1: 54,262 shares 54,262 $1.02M 0.04% -3,511 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,051 shares; 2025Q1: 1,040 shares; 2025Q2: 1,005 shares; 2025Q3: 257 shares; 2025Q4: 3,040 shares; 2026Q1: 3,084 shares 3,084 $1.01M 0.04% +44 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,496 shares; 2025Q2: 12,066 shares; 2025Q3: not reported; 2025Q4: 44,866 shares; 2026Q1: 38,658 shares 38,658 $1.01M 0.04% -6,208 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: not reported; 2026Q1: 9,376 shares 9,376 $1.01M 0.04% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 8 shares; 2025Q4: 5,380 shares; 2026Q1: 5,489 shares 5,489 $1M 0.04% +109 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,861 shares; 2025Q3: not reported; 2025Q4: 42,419 shares; 2026Q1: 38,166 shares 38,166 $997K 0.04% -4,253 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,937 shares; 2026Q1: 27,358 shares 27,358 $996K 0.04% +1,421 Timeline LQD 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: 2,560 shares; 2024Q4: 3,546 shares; 2025Q1: 3,377 shares; 2025Q2: 2,993 shares; 2025Q3: 1,124 shares; 2025Q4: 9,996 shares; 2026Q1: 9,114 shares 9,114 $993K 0.04% -882 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,175 shares; 2026Q1: 8,236 shares 8,236 $993K 0.04% +4,061 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,846 shares; 2025Q1: 4,986 shares; 2025Q2: 4,900 shares; 2025Q3: 8,436 shares; 2025Q4: 16,334 shares; 2026Q1: 18,759 shares 18,759 $991K 0.04% +2,425 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,925 shares 20,925 $990K 0.04% new 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: 6,782 shares; 2024Q4: 15,354 shares; 2025Q1: 15,386 shares; 2025Q2: 10,947 shares; 2025Q3: 10,036 shares; 2025Q4: 7,288 shares; 2026Q1: 7,491 shares 7,491 $989K 0.04% +203 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 7,704 shares; 2025Q1: 8,332 shares; 2025Q2: 2,878 shares; 2025Q3: 2,187 shares; 2025Q4: 2,746 shares; 2026Q1: 2,414 shares 2,414 $984K 0.04% -332 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: 7,852 shares; 2024Q4: 7,820 shares; 2025Q1: 7,720 shares; 2025Q2: 5,055 shares; 2025Q3: 6,205 shares; 2025Q4: 16,914 shares; 2026Q1: 15,885 shares 15,885 $982K 0.04% -1,029 Timeline IGLD 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: 13,201 shares; 2024Q4: 75,083 shares; 2025Q1: 82,628 shares; 2025Q2: 69,041 shares; 2025Q3: 32,351 shares; 2025Q4: 42,035 shares; 2026Q1: 38,104 shares 38,104 $973K 0.04% -3,931 Timeline EPP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 18,295 shares 18,295 $972K 0.04% +8,795 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,136 shares; 2024Q4: 62,196 shares; 2025Q1: 38,040 shares; 2025Q2: 20,738 shares; 2025Q3: 34,044 shares; 2025Q4: 10,690 shares; 2026Q1: 10,696 shares 10,696 $967K 0.04% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,004 shares; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 160 shares; 2025Q4: 2,675 shares; 2026Q1: 2,196 shares 2,196 $953K 0.04% -479 Timeline GII 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: 14,884 shares; 2024Q4: 15,074 shares; 2025Q1: 15,862 shares; 2025Q2: 15,091 shares; 2025Q3: 300 shares; 2025Q4: 12,605 shares; 2026Q1: 12,475 shares 12,475 $948K 0.04% -130 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: 7,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 150 shares; 2025Q4: 2,581 shares; 2026Q1: 2,418 shares 2,418 $947K 0.04% -163 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,062 shares; 2024Q4: 16,430 shares; 2025Q1: 15,190 shares; 2025Q2: 8,736 shares; 2025Q3: 325 shares; 2025Q4: 7,464 shares; 2026Q1: 7,853 shares 7,853 $947K 0.04% +389 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 26,486 shares; 2025Q1: 27,577 shares; 2025Q2: 18,119 shares; 2025Q3: 12,681 shares; 2025Q4: 18,277 shares; 2026Q1: 16,719 shares 16,719 $945K 0.04% -1,558 Timeline IWY 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: 1,397 shares; 2024Q4: 8,723 shares; 2025Q1: 2,937 shares; 2025Q2: 1,320 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 3,787 shares 3,787 $942K 0.04% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 275 shares; 2025Q3: 899 shares; 2025Q4: 1,323 shares; 2026Q1: 1,271 shares 1,271 $938K 0.04% -52 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 10,721 shares; 2025Q2: 12,934 shares; 2025Q3: 2,322 shares; 2025Q4: 8,582 shares; 2026Q1: 8,289 shares 8,289 $938K 0.04% -293 Timeline KNG 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: 76,285 shares; 2024Q4: 103,525 shares; 2025Q1: 103,167 shares; 2025Q2: 83,095 shares; 2025Q3: 86,836 shares; 2025Q4: 22,807 shares; 2026Q1: 19,237 shares 19,237 $937K 0.04% -3,570 Timeline SHV 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: 19,381 shares; 2024Q4: 16,225 shares; 2025Q1: 21,018 shares; 2025Q2: 42,536 shares; 2025Q3: 10,771 shares; 2025Q4: 5,269 shares; 2026Q1: 8,457 shares 8,457 $934K 0.04% +3,188 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 64 shares; 2025Q4: 2,767 shares; 2026Q1: 2,883 shares 2,883 $928K 0.04% +116 Timeline EWU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,448 shares; 2026Q1: 20,341 shares 20,341 $927K 0.04% +5,893 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: 2,810 shares; 2024Q4: 4,591 shares; 2025Q1: 4,607 shares; 2025Q2: 4,097 shares; 2025Q3: 4,865 shares; 2025Q4: 15,496 shares; 2026Q1: 11,440 shares 11,440 $926K 0.04% -4,056 Timeline FTHI 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: 308,418 shares; 2024Q4: 282,648 shares; 2025Q1: 271,976 shares; 2025Q2: 233,868 shares; 2025Q3: 242,339 shares; 2025Q4: 40,784 shares; 2026Q1: 40,291 shares 40,291 $925K 0.04% -493 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: 3,677 shares; 2024Q4: 3,974 shares; 2025Q1: 2,473 shares; 2025Q2: 2,207 shares; 2025Q3: 2,111 shares; 2025Q4: 942 shares; 2026Q1: 1,051 shares 1,051 $918K 0.04% +109 Timeline SUB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 114 shares; 2025Q4: 8,700 shares; 2026Q1: 8,599 shares 8,599 $916K 0.04% -101 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 5,187 shares; 2025Q1: 3,731 shares; 2025Q2: 3,715 shares; 2025Q3: 2,591 shares; 2025Q4: 2,559 shares; 2026Q1: 2,549 shares 2,549 $915K 0.04% -10 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,134 shares; 2025Q4: 6,465 shares; 2026Q1: 6,260 shares 6,260 $913K 0.04% -205 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: 7,075 shares; 2024Q4: 7,957 shares; 2025Q1: 7,948 shares; 2025Q2: 3,667 shares; 2025Q3: 6,654 shares; 2025Q4: 3,987 shares; 2026Q1: 4,147 shares 4,147 $907K 0.04% +160 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: 17,132 shares; 2024Q4: 16,396 shares; 2025Q1: 16,683 shares; 2025Q2: 10,273 shares; 2025Q3: 6,531 shares; 2025Q4: 10,769 shares; 2026Q1: 8,834 shares 8,834 $907K 0.04% -1,935 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 reported; 2024Q4: 5,702 shares; 2025Q1: 5,725 shares; 2025Q2: 7,960 shares; 2025Q3: 6,333 shares; 2025Q4: 5,286 shares; 2026Q1: 9,607 shares 9,607 $903K 0.04% +4,321 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,020 shares; 2025Q3: 6,410 shares; 2025Q4: 15,145 shares; 2026Q1: 32,628 shares 32,628 $901K 0.03% +17,483 Timeline SPHQ 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: 67,378 shares; 2024Q4: 67,832 shares; 2025Q1: 82,455 shares; 2025Q2: 60,879 shares; 2025Q3: 17,794 shares; 2025Q4: 13,237 shares; 2026Q1: 11,959 shares 11,959 $899K 0.03% -1,278 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 9,940 shares; 2025Q1: 9,289 shares; 2025Q2: 6,365 shares; 2025Q3: 2,463 shares; 2025Q4: 20,889 shares; 2026Q1: 19,645 shares 19,645 $897K 0.03% -1,244 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: 7,272 shares; 2024Q4: 12,952 shares; 2025Q1: 9,994 shares; 2025Q2: 4,228 shares; 2025Q3: 8,055 shares; 2025Q4: 7,729 shares; 2026Q1: 11,048 shares 11,048 $890K 0.03% +3,319 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: 2,774 shares; 2025Q3: 1,925 shares; 2025Q4: 9,387 shares; 2026Q1: 9,448 shares 9,448 $881K 0.03% +61 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,074 shares; 2024Q4: 20,216 shares; 2025Q1: 21,421 shares; 2025Q2: 21,706 shares; 2025Q3: 15,542 shares; 2025Q4: 14,891 shares; 2026Q1: 14,889 shares 14,889 $880K 0.03% -2 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: 41,427 shares; 2024Q4: 32,739 shares; 2025Q1: 27,940 shares; 2025Q2: 22,118 shares; 2025Q3: 5,581 shares; 2025Q4: 19,001 shares; 2026Q1: 18,625 shares 18,625 $875K 0.03% -376 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: 2,496 shares; 2024Q4: 2,587 shares; 2025Q1: 2,591 shares; 2025Q2: 2,190 shares; 2025Q3: 1,408 shares; 2025Q4: 1,219 shares; 2026Q1: 1,032 shares 1,032 $873K 0.03% -187 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,018 shares; 2024Q4: 8,573 shares; 2025Q1: 7,477 shares; 2025Q2: 4,542 shares; 2025Q3: 6,365 shares; 2025Q4: 12,494 shares; 2026Q1: 11,515 shares 11,515 $865K 0.03% -979 Timeline IGIB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 2,293 shares; 2025Q4: 16,569 shares; 2026Q1: 16,188 shares 16,188 $862K 0.03% -381 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,562 shares; 2024Q4: 120,789 shares; 2025Q1: 143,416 shares; 2025Q2: 104,128 shares; 2025Q3: 25,754 shares; 2025Q4: 56,620 shares; 2026Q1: 58,132 shares 58,132 $858K 0.03% +1,512 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: 2,253 shares; 2024Q4: 4,896 shares; 2025Q1: 10,197 shares; 2025Q2: 10,484 shares; 2025Q3: 1,924 shares; 2025Q4: 4,314 shares; 2026Q1: 4,134 shares 4,134 $857K 0.03% -180 Timeline HEFA 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: 43,104 shares; 2024Q4: 34,627 shares; 2025Q1: 40,371 shares; 2025Q2: 33,105 shares; 2025Q3: 2,861 shares; 2025Q4: 42,956 shares; 2026Q1: 20,129 shares 20,129 $855K 0.03% -22,827 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: 7,630 shares; 2024Q4: 7,060 shares; 2025Q1: 17,026 shares; 2025Q2: 19,537 shares; 2025Q3: 3,421 shares; 2025Q4: 9,560 shares; 2026Q1: 8,818 shares 8,818 $851K 0.03% -742 Timeline USHY 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: 7,358 shares; 2024Q4: 10,042 shares; 2025Q1: 12,470 shares; 2025Q2: 4,898 shares; 2025Q3: 7,850 shares; 2025Q4: 23,138 shares; 2026Q1: 22,994 shares 22,994 $847K 0.03% -144 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,496 shares; 2024Q4: 37,868 shares; 2025Q1: 36,643 shares; 2025Q2: 34,552 shares; 2025Q3: 21,610 shares; 2025Q4: 15,618 shares; 2026Q1: 16,267 shares 16,267 $842K 0.03% +649 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: 7,524 shares; 2024Q4: 7,588 shares; 2025Q1: 7,178 shares; 2025Q2: 6,798 shares; 2025Q3: 1,936 shares; 2025Q4: 6,358 shares; 2026Q1: 4,503 shares 4,503 $841K 0.03% -1,855 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,770 shares; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 130 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares 1,783 $828K 0.03% 0 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 33,147 shares; 2026Q1: 32,597 shares 32,597 $825K 0.03% -550 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,452 shares 24,452 $821K 0.03% new 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: 26,531 shares; 2024Q4: 26,599 shares; 2025Q1: 26,998 shares; 2025Q2: 9,373 shares; 2025Q3: 24,090 shares; 2025Q4: 13,905 shares; 2026Q1: 13,420 shares 13,420 $821K 0.03% -485 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 109 shares; 2025Q4: 3,038 shares; 2026Q1: 2,921 shares 2,921 $821K 0.03% -117 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: 24,142 shares; 2024Q4: 22,238 shares; 2025Q1: 22,351 shares; 2025Q2: 16,606 shares; 2025Q3: 15,883 shares; 2025Q4: 30,325 shares; 2026Q1: 28,448 shares 28,448 $817K 0.03% -1,877 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: not reported; 2025Q4: 13,499 shares; 2026Q1: 13,065 shares 13,065 $816K 0.03% -434 Timeline ICLN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,448 shares; 2025Q3: 2,058 shares; 2025Q4: 47,120 shares; 2026Q1: 44,474 shares 44,474 $813K 0.03% -2,646 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 4,594 shares; 2025Q1: 4,562 shares; 2025Q2: 4,225 shares; 2025Q3: 1,084 shares; 2025Q4: 6,063 shares; 2026Q1: 6,130 shares 6,130 $810K 0.03% +67 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,833 shares; 2024Q4: 14,836 shares; 2025Q1: 15,323 shares; 2025Q2: 16,255 shares; 2025Q3: 650 shares; 2025Q4: 10,346 shares; 2026Q1: 10,774 shares 10,774 $809K 0.03% +428 Timeline STIP 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: 42,971 shares; 2024Q4: 19,805 shares; 2025Q1: 19,748 shares; 2025Q2: 12,695 shares; 2025Q3: 6,101 shares; 2025Q4: 12,130 shares; 2026Q1: 7,794 shares 7,794 $806K 0.03% -4,336 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 2,122 shares; 2026Q1: 1,975 shares 1,975 $804K 0.03% -147 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 23,222 shares; 2025Q1: 16,874 shares; 2025Q2: 10,398 shares; 2025Q3: 23,517 shares; 2025Q4: 14,346 shares; 2026Q1: 14,498 shares 14,498 $801K 0.03% +152 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 9,855 shares; 2025Q1: 9,781 shares; 2025Q2: 5,057 shares; 2025Q3: 8,288 shares; 2025Q4: 25,725 shares; 2026Q1: 20,579 shares 20,579 $800K 0.03% -5,146 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 80 shares; 2025Q4: 100 shares; 2026Q1: 462 shares 462 $799K 0.03% +362 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,389 shares; 2025Q1: 5,666 shares; 2025Q2: 12,287 shares; 2025Q3: 14,242 shares; 2025Q4: 14,840 shares; 2026Q1: 15,216 shares 15,216 $798K 0.03% +376 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 17,024 shares; 2026Q1: 24,191 shares 24,191 $797K 0.03% +7,167 Timeline SYSB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares 8,944 $796K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,058 shares; 2026Q1: 3,944 shares 3,944 $795K 0.03% -114 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,521 shares 12,521 $792K 0.03% new Timeline XLP 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: 21,391 shares; 2024Q4: 29,236 shares; 2025Q1: 21,095 shares; 2025Q2: 18,576 shares; 2025Q3: 7,745 shares; 2025Q4: 9,523 shares; 2026Q1: 9,650 shares 9,650 $791K 0.03% +127 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,623 shares; 2025Q2: 3,354 shares; 2025Q3: 884 shares; 2025Q4: 4,051 shares; 2026Q1: 4,829 shares 4,829 $790K 0.03% +778 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,712 shares; 2024Q4: 23,154 shares; 2025Q1: 25,776 shares; 2025Q2: 20,072 shares; 2025Q3: 15,979 shares; 2025Q4: 15,647 shares; 2026Q1: 16,453 shares 16,453 $784K 0.03% +806 Timeline SJNK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 775 shares; 2025Q4: 31,879 shares; 2026Q1: 31,231 shares 31,231 $780K 0.03% -648 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 11,000 shares; 2025Q1: 3,528 shares; 2025Q2: 4,977 shares; 2025Q3: 19,382 shares; 2025Q4: 14,591 shares; 2026Q1: 21,185 shares 21,185 $779K 0.03% +6,594 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 100 shares; 2025Q4: 2,490 shares; 2026Q1: 3,920 shares 3,920 $775K 0.03% +1,430 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: not reported; 2025Q4: 24,007 shares; 2026Q1: 31,904 shares 31,904 $775K 0.03% +7,897 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,221 shares; 2025Q1: 3,190 shares; 2025Q2: 2,290 shares; 2025Q3: 1,989 shares; 2025Q4: 7,607 shares; 2026Q1: 7,045 shares 7,045 $773K 0.03% -562 Timeline JIRE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,211 shares; 2026Q1: 10,160 shares 10,160 $770K 0.03% -51 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: 10,884 shares; 2024Q4: 10,802 shares; 2025Q1: 10,331 shares; 2025Q2: 8,526 shares; 2025Q3: 2,537 shares; 2025Q4: 2,997 shares; 2026Q1: 3,367 shares 3,367 $761K 0.03% +370 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,382 shares; 2025Q3: 1,315 shares; 2025Q4: 16,735 shares; 2026Q1: 15,003 shares 15,003 $760K 0.03% -1,732 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,247 shares 23,247 $759K 0.03% new 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: 18,967 shares; 2024Q4: 18,471 shares; 2025Q1: 18,913 shares; 2025Q2: 8,453 shares; 2025Q3: 6,824 shares; 2025Q4: 11,519 shares; 2026Q1: 9,512 shares 9,512 $757K 0.03% -2,007 Timeline QCLN 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: 41,924 shares; 2024Q4: 40,340 shares; 2025Q1: 37,934 shares; 2025Q2: 24,955 shares; 2025Q3: 505 shares; 2025Q4: 17,319 shares; 2026Q1: 16,193 shares 16,193 $752K 0.03% -1,126 Timeline HYD 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: 7,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 1,077 shares; 2025Q4: 15,332 shares; 2026Q1: 14,878 shares 14,878 $746K 0.03% -454 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: 2,155 shares; 2024Q4: 2,484 shares; 2025Q1: 2,294 shares; 2025Q2: 2,639 shares; 2025Q3: 213 shares; 2025Q4: 7,753 shares; 2026Q1: 7,841 shares 7,841 $745K 0.03% +88 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,731 shares; 2024Q4: 20,040 shares; 2025Q1: 20,040 shares; 2025Q2: 8,874 shares; 2025Q3: 11,936 shares; 2025Q4: 14,340 shares; 2026Q1: 13,925 shares 13,925 $735K 0.03% -415 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 40,562 shares; 2025Q1: 22,002 shares; 2025Q2: 23,072 shares; 2025Q3: 6,142 shares; 2025Q4: 7,364 shares; 2026Q1: 7,408 shares 7,408 $730K 0.03% +44 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares; 2025Q2: 3,669 shares; 2025Q3: 8,285 shares; 2025Q4: 6,528 shares; 2026Q1: 6,515 shares 6,515 $729K 0.03% -13 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 reported; 2024Q4: 2,953 shares; 2025Q1: 3,113 shares; 2025Q2: 3,509 shares; 2025Q3: 1,501 shares; 2025Q4: 5,009 shares; 2026Q1: 4,408 shares 4,408 $725K 0.03% -601 Timeline SDIV 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: 31,182 shares; 2024Q4: 31,181 shares; 2025Q1: 35,253 shares; 2025Q2: 38,532 shares; 2025Q3: 3,308 shares; 2025Q4: 28,067 shares; 2026Q1: 28,654 shares 28,654 $724K 0.03% +587 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,513 shares 14,513 $722K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,687 shares; 2025Q4: 22,566 shares; 2026Q1: 21,519 shares 21,519 $722K 0.03% -1,047 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,742 shares; 2026Q1: 21,917 shares 21,917 $714K 0.03% -825 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,569 shares; 2025Q4: 5,407 shares; 2026Q1: 5,817 shares 5,817 $714K 0.03% +410 Timeline EMLC 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 reported; 2024Q4: 10,994 shares; 2025Q1: 10,994 shares; 2025Q2: 1,372 shares; 2025Q3: 1,359 shares; 2025Q4: 27,224 shares; 2026Q1: 28,333 shares 28,333 $711K 0.03% +1,109 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: 7,448 shares; 2024Q4: 7,596 shares; 2025Q1: 6,626 shares; 2025Q2: 5,710 shares; 2025Q3: 2,918 shares; 2025Q4: 3,717 shares; 2026Q1: 3,598 shares 3,598 $711K 0.03% -119 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 23,605 shares; 2025Q1: 21,679 shares; 2025Q2: 14,264 shares; 2025Q3: not reported; 2025Q4: 11,190 shares; 2026Q1: 11,356 shares 11,356 $710K 0.03% +166 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares; 2026Q1: 2,166 shares 2,166 $708K 0.03% +49 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,050 shares; 2025Q4: 41,882 shares; 2026Q1: 35,382 shares 35,382 $700K 0.03% -6,500 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: 21,527 shares; 2024Q4: 24,458 shares; 2025Q1: 26,308 shares; 2025Q2: 18,700 shares; 2025Q3: 11,887 shares; 2025Q4: 17,382 shares; 2026Q1: 7,044 shares 7,044 $699K 0.03% -10,338 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,777 shares; 2024Q4: 48,887 shares; 2025Q1: 49,016 shares; 2025Q2: 25,374 shares; 2025Q3: 38,941 shares; 2025Q4: 16,175 shares; 2026Q1: 14,914 shares 14,914 $697K 0.03% -1,261 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,023 shares; 2024Q4: 11,643 shares; 2025Q1: 16,974 shares; 2025Q2: 8,346 shares; 2025Q3: not reported; 2025Q4: 8,528 shares; 2026Q1: 15,084 shares 15,084 $696K 0.03% +6,556 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,682 shares; 2024Q4: 42,188 shares; 2025Q1: 36,438 shares; 2025Q2: 21,002 shares; 2025Q3: 21,540 shares; 2025Q4: 15,951 shares; 2026Q1: 15,951 shares 15,951 $695K 0.03% 0 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,109 shares; 2024Q4: 43,778 shares; 2025Q1: 43,360 shares; 2025Q2: 33,529 shares; 2025Q3: 500 shares; 2025Q4: 25,153 shares; 2026Q1: 21,394 shares 21,394 $694K 0.03% -3,759 Timeline USXF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 645 shares; 2025Q4: 12,279 shares; 2026Q1: 12,552 shares 12,552 $693K 0.03% +273 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,917 shares; 2025Q1: 8,034 shares; 2025Q2: 7,003 shares; 2025Q3: 1,049 shares; 2025Q4: 5,305 shares; 2026Q1: 5,380 shares 5,380 $685K 0.03% +75 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 17,334 shares; 2025Q1: 17,334 shares; 2025Q2: 3,229 shares; 2025Q3: 11,172 shares; 2025Q4: 14,731 shares; 2026Q1: 13,965 shares 13,965 $685K 0.03% -766 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 437 shares; 2025Q4: 4,131 shares; 2026Q1: 4,684 shares 4,684 $685K 0.03% +553 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: 7,656 shares; 2024Q4: 7,460 shares; 2025Q1: 7,302 shares; 2025Q2: 5,875 shares; 2025Q3: 2,114 shares; 2025Q4: 10,052 shares; 2026Q1: 9,496 shares 9,496 $682K 0.03% -556 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 17,686 shares; 2025Q1: 20,284 shares; 2025Q2: 14,763 shares; 2025Q3: 13,030 shares; 2025Q4: 11,995 shares; 2026Q1: 12,716 shares 12,716 $679K 0.03% +721 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 6,830 shares; 2026Q1: 6,830 shares 6,830 $677K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 100 shares; 2025Q4: 2,932 shares; 2026Q1: 2,501 shares 2,501 $677K 0.03% -431 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,362 shares; 2024Q4: 249,508 shares; 2025Q1: 249,508 shares; 2025Q2: 326,965 shares; 2025Q3: 336,073 shares; 2025Q4: 265,118 shares; 2026Q1: 268,517 shares 268,517 $674K 0.03% +3,399 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 4,937 shares; 2026Q1: 6,967 shares 6,967 $674K 0.03% +2,030 Timeline XOP 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: 6,959 shares; 2024Q4: 5,858 shares; 2025Q1: 5,858 shares; 2025Q2: 4,815 shares; 2025Q3: 4,755 shares; 2025Q4: 3,742 shares; 2026Q1: 3,694 shares 3,694 $672K 0.03% -48 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,529 shares; 2024Q4: 168,521 shares; 2025Q1: 163,857 shares; 2025Q2: 110,511 shares; 2025Q3: 44,493 shares; 2025Q4: 29,486 shares; 2026Q1: 19,576 shares 19,576 $668K 0.03% -9,910 Timeline OEF 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: 3,773 shares; 2024Q4: 5,178 shares; 2025Q1: 5,153 shares; 2025Q2: 1,721 shares; 2025Q3: 4,526 shares; 2025Q4: 2,222 shares; 2026Q1: 2,093 shares 2,093 $666K 0.03% -129 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,553 shares; 2024Q4: 23,371 shares; 2025Q1: 30,289 shares; 2025Q2: 22,519 shares; 2025Q3: 11,140 shares; 2025Q4: 12,744 shares; 2026Q1: 13,386 shares 13,386 $666K 0.03% +642 Timeline AGZD 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: 110,425 shares; 2024Q4: 27,466 shares; 2025Q1: 29,997 shares; 2025Q2: 22,246 shares; 2025Q3: 2,416 shares; 2025Q4: 17,415 shares; 2026Q1: 29,506 shares 29,506 $665K 0.03% +12,091 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,778 shares; 2025Q1: 954 shares; 2025Q2: 427 shares; 2025Q3: 350 shares; 2025Q4: 922 shares; 2026Q1: 762 shares 762 $659K 0.03% -160 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,675 shares; 2024Q4: 56,877 shares; 2025Q1: 78,443 shares; 2025Q2: 49,196 shares; 2025Q3: 59,937 shares; 2025Q4: 11,788 shares; 2026Q1: 12,738 shares 12,738 $647K 0.03% +950 Timeline IBB 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: 26,586 shares; 2024Q4: 29,094 shares; 2025Q1: 30,876 shares; 2025Q2: 4,887 shares; 2025Q3: 745 shares; 2025Q4: 3,924 shares; 2026Q1: 3,828 shares 3,828 $646K 0.03% -96 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,895 shares; 2024Q4: 25,919 shares; 2025Q1: 22,686 shares; 2025Q2: 22,690 shares; 2025Q3: 402 shares; 2025Q4: 15,608 shares; 2026Q1: 14,679 shares 14,679 $643K 0.02% -929 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,713 shares; 2024Q4: 25,494 shares; 2025Q1: 25,503 shares; 2025Q2: 11,412 shares; 2025Q3: 18,808 shares; 2025Q4: 12,687 shares; 2026Q1: 12,695 shares 12,695 $643K 0.02% +8 Timeline