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: 10,449 shares; 2024Q4: 10,613 shares; 2025Q1: 14,232 shares; 2025Q2: 12,385 shares; 2025Q3: not loaded; 2025Q4: 10,457 shares; 2026Q1: 10,437 shares 10,437 $7M 4.98% -20 Timeline 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: 34,771 shares; 2024Q4: 33,272 shares; 2025Q1: 30,399 shares; 2025Q2: 28,466 shares; 2025Q3: not loaded; 2025Q4: 25,477 shares; 2026Q1: 23,678 shares 23,678 $6.44M 4.58% -1,799 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: 11,769 shares; 2024Q4: 11,491 shares; 2025Q1: 11,030 shares; 2025Q2: 10,296 shares; 2025Q3: not loaded; 2025Q4: 12,615 shares; 2026Q1: 9,607 shares 9,607 $5.9M 4.2% -3,008 Timeline RDVI 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: 11,493 shares; 2024Q4: 27,062 shares; 2025Q1: 30,851 shares; 2025Q2: 74,971 shares; 2025Q3: not loaded; 2025Q4: 186,124 shares; 2026Q1: 179,819 shares 179,819 $4.72M 3.36% -6,305 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,706 shares; 2024Q4: 73,778 shares; 2025Q1: 79,609 shares; 2025Q2: 83,932 shares; 2025Q3: not loaded; 2025Q4: 77,190 shares; 2026Q1: 77,190 shares 77,190 $4.08M 2.9% 0 Timeline FTSL 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: 67,871 shares; 2024Q4: 79,800 shares; 2025Q1: 84,645 shares; 2025Q2: 81,789 shares; 2025Q3: not loaded; 2025Q4: 85,271 shares; 2026Q1: 85,271 shares 85,271 $3.91M 2.78% 0 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: 5,232 shares; 2024Q4: 5,180 shares; 2025Q1: 5,222 shares; 2025Q2: 5,305 shares; 2025Q3: not loaded; 2025Q4: 5,502 shares; 2026Q1: 5,502 shares 5,502 $3.62M 2.58% 0 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: 24,085 shares; 2024Q4: 23,240 shares; 2025Q1: 22,659 shares; 2025Q2: 21,875 shares; 2025Q3: not loaded; 2025Q4: 18,847 shares; 2026Q1: 18,847 shares 18,847 $3.49M 2.49% 0 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: 8,380 shares; 2024Q4: 7,909 shares; 2025Q1: 7,968 shares; 2025Q2: 7,043 shares; 2025Q3: not loaded; 2025Q4: 6,276 shares; 2026Q1: 6,142 shares 6,142 $3.09M 2.2% -134 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,789 shares; 2024Q4: 176,454 shares; 2025Q1: 178,935 shares; 2025Q2: 176,252 shares; 2025Q3: not loaded; 2025Q4: 182,938 shares; 2026Q1: 182,938 shares 182,938 $3.02M 2.15% 0 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: 16,258 shares; 2024Q4: 16,444 shares; 2025Q1: 15,667 shares; 2025Q2: 15,085 shares; 2025Q3: not loaded; 2025Q4: 13,229 shares; 2026Q1: 12,640 shares 12,640 $2.92M 2.08% -589 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,074 shares; 2024Q4: 117,591 shares; 2025Q1: 128,801 shares; 2025Q2: 164,262 shares; 2025Q3: not loaded; 2025Q4: 196,255 shares; 2026Q1: 196,255 shares 196,255 $2.76M 1.97% 0 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: 8,850 shares; 2024Q4: 9,189 shares; 2025Q1: 8,553 shares; 2025Q2: 7,732 shares; 2025Q3: not loaded; 2025Q4: 7,666 shares; 2026Q1: 7,666 shares 7,666 $2.4M 1.71% 0 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: 19,693 shares; 2024Q4: 16,825 shares; 2025Q1: 18,210 shares; 2025Q2: 18,223 shares; 2025Q3: not loaded; 2025Q4: 22,430 shares; 2026Q1: 19,115 shares 19,115 $2.09M 1.49% -3,315 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: 5,578 shares; 2024Q4: 5,621 shares; 2025Q1: 5,052 shares; 2025Q2: 4,823 shares; 2025Q3: not loaded; 2025Q4: 4,649 shares; 2026Q1: 4,648 shares 4,648 $2.08M 1.48% -1 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,655 shares; 2024Q4: 33,930 shares; 2025Q1: 33,120 shares; 2025Q2: 33,120 shares; 2025Q3: not loaded; 2025Q4: 38,083 shares; 2026Q1: 33,039 shares 33,039 $1.85M 1.31% -5,044 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: 34,855 shares; 2024Q4: 32,479 shares; 2025Q1: 31,652 shares; 2025Q2: 31,726 shares; 2025Q3: not loaded; 2025Q4: 33,685 shares; 2026Q1: 21,229 shares 21,229 $1.84M 1.31% -12,456 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: not reported; 2024Q4: 85,366 shares; 2025Q1: 94,589 shares; 2025Q2: 96,582 shares; 2025Q3: not loaded; 2025Q4: 94,382 shares; 2026Q1: 76,556 shares 76,556 $1.79M 1.27% -17,826 Timeline QTEC 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: 4,660 shares; 2024Q4: 6,230 shares; 2025Q1: 4,717 shares; 2025Q2: 4,851 shares; 2025Q3: not loaded; 2025Q4: 9,466 shares; 2026Q1: 7,749 shares 7,749 $1.78M 1.27% -1,717 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: 1,844 shares; 2024Q4: 1,852 shares; 2025Q1: 1,839 shares; 2025Q2: 1,842 shares; 2025Q3: not loaded; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $1.65M 1.17% 0 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: 4,938 shares; 2024Q4: 5,075 shares; 2025Q1: 4,902 shares; 2025Q2: 5,001 shares; 2025Q3: not loaded; 2025Q4: 4,953 shares; 2026Q1: 4,953 shares 4,953 $1.59M 1.13% 0 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: 22,578 shares; 2024Q4: 22,578 shares; 2025Q1: 22,558 shares; 2025Q2: 22,512 shares; 2025Q3: not loaded; 2025Q4: 22,401 shares; 2026Q1: 22,401 shares 22,401 $1.53M 1.09% 0 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: 22,632 shares; 2024Q4: 63,543 shares; 2025Q1: 63,600 shares; 2025Q2: 66,304 shares; 2025Q3: not loaded; 2025Q4: 74,967 shares; 2026Q1: 54,945 shares 54,945 $1.52M 1.08% -20,022 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: 4,588 shares; 2024Q4: 4,622 shares; 2025Q1: 4,631 shares; 2025Q2: 4,681 shares; 2025Q3: not loaded; 2025Q4: 4,683 shares; 2026Q1: 4,683 shares 4,683 $1.46M 1.04% 0 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: 31,151 shares; 2024Q4: 30,880 shares; 2025Q1: 30,973 shares; 2025Q2: 29,932 shares; 2025Q3: not loaded; 2025Q4: 26,477 shares; 2026Q1: 25,495 shares 25,495 $1.4M 1% -982 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: 18,272 shares; 2024Q4: 22,331 shares; 2025Q1: 23,132 shares; 2025Q2: 20,991 shares; 2025Q3: not loaded; 2025Q4: 25,051 shares; 2026Q1: 20,037 shares 20,037 $1.39M 0.99% -5,014 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,842 shares; 2025Q1: 4,787 shares; 2025Q2: 5,965 shares; 2025Q3: not loaded; 2025Q4: 7,702 shares; 2026Q1: 7,685 shares 7,685 $1.36M 0.97% -17 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: 9,841 shares; 2024Q4: 9,938 shares; 2025Q1: 4,902 shares; 2025Q2: 4,903 shares; 2025Q3: not loaded; 2025Q4: 6,768 shares; 2026Q1: 6,761 shares 6,761 $1.34M 0.95% -7 Timeline AMLP 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: 29,302 shares; 2024Q4: 28,320 shares; 2025Q1: 28,501 shares; 2025Q2: 28,830 shares; 2025Q3: not loaded; 2025Q4: 25,795 shares; 2026Q1: 25,795 shares 25,795 $1.27M 0.9% 0 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: 7,675 shares; 2024Q4: 7,534 shares; 2025Q1: 11,526 shares; 2025Q2: 11,641 shares; 2025Q3: not loaded; 2025Q4: 10,844 shares; 2026Q1: 10,802 shares 10,802 $1.26M 0.9% -42 Timeline AFGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,715 shares; 2025Q3: not loaded; 2025Q4: 41,955 shares; 2026Q1: 35,558 shares 35,558 $1.26M 0.9% -6,397 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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 loaded; 2025Q4: 32,527 shares; 2026Q1: 47,530 shares 47,530 $1.23M 0.88% +15,003 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: 17,461 shares; 2024Q4: 45,975 shares; 2025Q1: 47,168 shares; 2025Q2: 44,899 shares; 2025Q3: not loaded; 2025Q4: 43,988 shares; 2026Q1: 43,988 shares 43,988 $1.18M 0.84% 0 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: 4,001 shares; 2024Q4: 3,933 shares; 2025Q1: 3,943 shares; 2025Q2: 3,973 shares; 2025Q3: not loaded; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares 3,789 $1.16M 0.82% 0 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: 4,439 shares; 2024Q4: 3,797 shares; 2025Q1: 3,827 shares; 2025Q2: 3,764 shares; 2025Q3: not loaded; 2025Q4: 3,289 shares; 2026Q1: 3,289 shares 3,289 $1.13M 0.8% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,931 shares; 2025Q1: 3,942 shares; 2025Q2: 3,952 shares; 2025Q3: not loaded; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870 $1.12M 0.8% 0 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: 7,966 shares; 2024Q4: 33,408 shares; 2025Q1: 29,607 shares; 2025Q2: 29,235 shares; 2025Q3: not loaded; 2025Q4: 51,286 shares; 2026Q1: 34,030 shares 34,030 $1.11M 0.79% -17,256 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: 10,616 shares; 2024Q4: 10,359 shares; 2025Q1: 10,095 shares; 2025Q2: 10,376 shares; 2025Q3: not loaded; 2025Q4: 8,961 shares; 2026Q1: 8,961 shares 8,961 $945K 0.67% 0 Timeline HYXF 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: 16,940 shares; 2025Q3: not loaded; 2025Q4: 25,820 shares; 2026Q1: 19,250 shares 19,250 $905K 0.64% -6,570 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: 6,200 shares; 2024Q4: 18,552 shares; 2025Q1: 12,978 shares; 2025Q2: 31,922 shares; 2025Q3: not loaded; 2025Q4: 29,205 shares; 2026Q1: 29,205 shares 29,205 $878K 0.62% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,477 shares; 2024Q4: 36,477 shares; 2025Q1: 36,165 shares; 2025Q2: 35,265 shares; 2025Q3: not loaded; 2025Q4: 35,265 shares; 2026Q1: 35,265 shares 35,265 $859K 0.61% 0 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: 8,014 shares; 2024Q4: 7,662 shares; 2025Q1: 7,675 shares; 2025Q2: 6,182 shares; 2025Q3: not loaded; 2025Q4: 5,552 shares; 2026Q1: 5,539 shares 5,539 $795K 0.57% -13 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,114 shares; 2025Q1: 3,255 shares; 2025Q2: 3,208 shares; 2025Q3: not loaded; 2025Q4: 15,235 shares; 2026Q1: 7,891 shares 7,891 $776K 0.55% -7,344 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: 3,900 shares; 2024Q4: 3,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 13,309 shares; 2026Q1: 13,309 shares 13,309 $774K 0.55% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,897 shares; 2025Q2: 6,739 shares; 2025Q3: not loaded; 2025Q4: 12,794 shares; 2026Q1: 11,202 shares 11,202 $773K 0.55% -1,592 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 17,890 shares; 2025Q3: not loaded; 2025Q4: 17,486 shares; 2026Q1: 17,486 shares 17,486 $762K 0.54% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 30,684 shares; 2025Q3: not loaded; 2025Q4: 60,599 shares; 2026Q1: 20,853 shares 20,853 $753K 0.54% -39,746 Timeline EZM 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: 10,819 shares; 2024Q4: 10,855 shares; 2025Q1: 10,889 shares; 2025Q2: 10,934 shares; 2025Q3: not loaded; 2025Q4: 11,015 shares; 2026Q1: 11,015 shares 11,015 $736K 0.52% 0 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III 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 loaded; 2025Q4: 18,505 shares; 2026Q1: 17,672 shares 17,672 $721K 0.51% -833 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: 903 shares; 2024Q4: 923 shares; 2025Q1: 913 shares; 2025Q2: 827 shares; 2025Q3: not loaded; 2025Q4: 7,453 shares; 2026Q1: 7,453 shares 7,453 $700K 0.5% 0 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: 2,098 shares; 2024Q4: 2,210 shares; 2025Q1: 1,808 shares; 2025Q2: 1,341 shares; 2025Q3: not loaded; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566 $690K 0.49% 0 Timeline MLPX 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: 16,180 shares; 2024Q4: 13,851 shares; 2025Q1: 14,326 shares; 2025Q2: 14,197 shares; 2025Q3: not loaded; 2025Q4: 17,587 shares; 2026Q1: 11,312 shares 11,312 $685K 0.49% -6,275 Timeline XNTK 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: 3,594 shares; 2025Q2: 3,594 shares; 2025Q3: not loaded; 2025Q4: 3,582 shares; 2026Q1: 2,546 shares 2,546 $679K 0.48% -1,036 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: 1,501 shares; 2024Q4: 1,503 shares; 2025Q1: 1,499 shares; 2025Q2: 1,491 shares; 2025Q3: not loaded; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $677K 0.48% 0 Timeline FTXL 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: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,551 shares 4,551 $671K 0.48% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,058 shares; 2025Q3: not loaded; 2025Q4: 13,182 shares; 2026Q1: 13,182 shares 13,182 $670K 0.48% 0 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: 14,112 shares; 2024Q4: 14,112 shares; 2025Q1: 14,112 shares; 2025Q2: 14,112 shares; 2025Q3: not loaded; 2025Q4: 12,334 shares; 2026Q1: 12,334 shares 12,334 $653K 0.46% 0 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: 6,771 shares; 2024Q4: 5,458 shares; 2025Q1: 5,195 shares; 2025Q2: 5,840 shares; 2025Q3: not loaded; 2025Q4: 5,582 shares; 2026Q1: 5,582 shares 5,582 $651K 0.46% 0 Timeline SSO 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: 5,556 shares; 2024Q4: 5,582 shares; 2025Q1: 5,524 shares; 2025Q2: 5,535 shares; 2025Q3: not loaded; 2025Q4: 16,550 shares; 2026Q1: 10,942 shares 10,942 $634K 0.45% -5,608 Timeline QTUM 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: not reported; 2024Q4: 2,826 shares; 2025Q1: 2,832 shares; 2025Q2: 2,840 shares; 2025Q3: not loaded; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $625K 0.44% 0 Timeline AIA 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 loaded; 2025Q4: not reported; 2026Q1: 5,506 shares 5,506 $584K 0.42% new 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: 12,685 shares; 2024Q4: 12,578 shares; 2025Q1: 11,899 shares; 2025Q2: 10,372 shares; 2025Q3: not loaded; 2025Q4: 13,591 shares; 2026Q1: 13,095 shares 13,095 $581K 0.41% -496 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,014 shares; 2024Q4: 30,621 shares; 2025Q1: 27,160 shares; 2025Q2: 25,703 shares; 2025Q3: not loaded; 2025Q4: 22,144 shares; 2026Q1: 22,144 shares 22,144 $562K 0.4% 0 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,213 shares; 2024Q4: 22,585 shares; 2025Q1: 22,998 shares; 2025Q2: 23,391 shares; 2025Q3: not loaded; 2025Q4: 24,233 shares; 2026Q1: 24,233 shares 24,233 $534K 0.38% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,788 shares; 2024Q4: 28,162 shares; 2025Q1: 28,547 shares; 2025Q2: 28,983 shares; 2025Q3: not loaded; 2025Q4: 25,403 shares; 2026Q1: 25,403 shares 25,403 $514K 0.37% 0 Timeline HYLS 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: 10,492 shares; 2024Q4: 11,797 shares; 2025Q1: 12,278 shares; 2025Q2: 11,681 shares; 2025Q3: not loaded; 2025Q4: 12,228 shares; 2026Q1: 12,228 shares 12,228 $512K 0.36% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,895 shares; 2024Q4: 8,856 shares; 2025Q1: 6,428 shares; 2025Q2: 6,288 shares; 2025Q3: not loaded; 2025Q4: 10,880 shares; 2026Q1: 10,810 shares 10,810 $487K 0.35% -70 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: 8,355 shares; 2024Q4: 8,156 shares; 2025Q1: 8,101 shares; 2025Q2: 8,113 shares; 2025Q3: not loaded; 2025Q4: 7,661 shares; 2026Q1: 7,284 shares 7,284 $486K 0.35% -377 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 9,787 shares 9,787 $486K 0.35% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: not loaded; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares 1,449 $476K 0.34% 0 Timeline IVE 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: 2,390 shares; 2024Q4: 2,331 shares; 2025Q1: 2,258 shares; 2025Q2: 2,261 shares; 2025Q3: not loaded; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $476K 0.34% 0 Timeline BBC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 11,376 shares 11,376 $474K 0.34% new Timeline LGOV 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: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 21,614 shares 21,614 $467K 0.33% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares 3,910 $466K 0.33% 0 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: 23,623 shares; 2024Q4: 25,465 shares; 2025Q1: 24,791 shares; 2025Q2: 25,153 shares; 2025Q3: not loaded; 2025Q4: 38,335 shares; 2026Q1: 25,075 shares 25,075 $457K 0.33% -13,260 Timeline PPA 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: 2,585 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,804 shares; 2025Q3: not loaded; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares 2,756 $457K 0.33% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 10,118 shares; 2025Q1: 10,118 shares; 2025Q2: 10,111 shares; 2025Q3: not loaded; 2025Q4: 10,111 shares; 2026Q1: 10,111 shares 10,111 $454K 0.32% 0 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: 4,292 shares; 2024Q4: 3,639 shares; 2025Q1: 3,648 shares; 2025Q2: 2,955 shares; 2025Q3: not loaded; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $445K 0.32% 0 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: 8,533 shares; 2024Q4: 8,566 shares; 2025Q1: 8,491 shares; 2025Q2: 5,660 shares; 2025Q3: not loaded; 2025Q4: 5,518 shares; 2026Q1: 5,518 shares 5,518 $445K 0.32% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,670 shares; 2025Q1: 1,835 shares; 2025Q2: 1,831 shares; 2025Q3: not loaded; 2025Q4: 3,410 shares; 2026Q1: 1,771 shares 1,771 $436K 0.31% -1,639 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: not reported; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 6,845 shares; 2025Q3: not loaded; 2025Q4: 12,274 shares; 2026Q1: 5,810 shares 5,810 $430K 0.31% -6,464 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: 1,610 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 631 shares; 2025Q3: not loaded; 2025Q4: 633 shares; 2026Q1: 623 shares 623 $427K 0.3% -10 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: 1,768 shares; 2024Q4: 1,666 shares; 2025Q1: 1,577 shares; 2025Q2: 2,279 shares; 2025Q3: not loaded; 2025Q4: 2,065 shares; 2026Q1: 1,925 shares 1,925 $418K 0.3% -140 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: 8,450 shares; 2024Q4: 8,704 shares; 2025Q1: 11,572 shares; 2025Q2: 11,309 shares; 2025Q3: not loaded; 2025Q4: 9,473 shares; 2026Q1: 7,575 shares 7,575 $414K 0.29% -1,898 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: 1,683 shares; 2024Q4: 3,078 shares; 2025Q1: 1,585 shares; 2025Q2: 1,470 shares; 2025Q3: not loaded; 2025Q4: 2,042 shares; 2026Q1: 1,920 shares 1,920 $414K 0.29% -122 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 5,067 shares; 2025Q2: 4,698 shares; 2025Q3: not loaded; 2025Q4: 7,655 shares; 2026Q1: 7,655 shares 7,655 $405K 0.29% 0 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: 7,172 shares; 2024Q4: 12,375 shares; 2025Q1: not reported; 2025Q2: 16,322 shares; 2025Q3: not loaded; 2025Q4: 14,190 shares; 2026Q1: 14,190 shares 14,190 $404K 0.29% 0 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: 16,998 shares; 2024Q4: 16,944 shares; 2025Q1: 16,999 shares; 2025Q2: 16,989 shares; 2025Q3: not loaded; 2025Q4: 15,267 shares; 2026Q1: 15,227 shares 15,227 $401K 0.29% -40 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,935 shares; 2025Q1: 10,015 shares; 2025Q2: 9,517 shares; 2025Q3: not loaded; 2025Q4: 8,710 shares; 2026Q1: 8,710 shares 8,710 $393K 0.28% 0 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: 6,444 shares; 2024Q4: 6,713 shares; 2025Q1: 6,542 shares; 2025Q2: 6,724 shares; 2025Q3: not loaded; 2025Q4: 1,148 shares; 2026Q1: 1,045 shares 1,045 $387K 0.28% -103 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS 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 loaded; 2025Q4: 25,631 shares; 2026Q1: 13,069 shares 13,069 $377K 0.27% -12,562 Timeline FCEF 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: 13,137 shares; 2024Q4: 15,001 shares; 2025Q1: 15,280 shares; 2025Q2: 15,567 shares; 2025Q3: not loaded; 2025Q4: 20,423 shares; 2026Q1: 16,321 shares 16,321 $375K 0.27% -4,102 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: 1,549 shares; 2024Q4: 1,542 shares; 2025Q1: 1,546 shares; 2025Q2: 1,553 shares; 2025Q3: not loaded; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares 1,271 $374K 0.27% 0 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: 739 shares; 2024Q4: 740 shares; 2025Q1: 741 shares; 2025Q2: 759 shares; 2025Q3: not loaded; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $372K 0.26% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,971 shares; 2024Q4: 8,957 shares; 2025Q1: 8,681 shares; 2025Q2: 8,808 shares; 2025Q3: not loaded; 2025Q4: 9,153 shares; 2026Q1: 9,153 shares 9,153 $371K 0.26% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,554 shares; 2024Q4: 12,587 shares; 2025Q1: 12,729 shares; 2025Q2: 12,335 shares; 2025Q3: not loaded; 2025Q4: 13,142 shares; 2026Q1: 13,142 shares 13,142 $365K 0.26% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,211 shares; 2025Q3: not loaded; 2025Q4: 7,907 shares; 2026Q1: 7,907 shares 7,907 $364K 0.26% 0 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: 8,416 shares; 2024Q4: 7,944 shares; 2025Q1: 7,258 shares; 2025Q2: 3,371 shares; 2025Q3: not loaded; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares 2,776 $363K 0.26% 0 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,447 shares; 2025Q3: not loaded; 2025Q4: 4,581 shares; 2026Q1: 4,581 shares 4,581 $358K 0.25% 0 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: 5,573 shares; 2024Q4: 5,395 shares; 2025Q1: 5,404 shares; 2025Q2: 5,521 shares; 2025Q3: not loaded; 2025Q4: 4,772 shares; 2026Q1: 4,772 shares 4,772 $352K 0.25% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,670 shares; 2026Q1: 3,670 shares 3,670 $352K 0.25% 0 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: 2,023 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,883 shares; 2026Q1: 6,883 shares 6,883 $350K 0.25% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,482 shares; 2025Q1: 1,897 shares; 2025Q2: 1,858 shares; 2025Q3: not loaded; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581 $348K 0.25% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: not loaded; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $345K 0.25% 0 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: 3,622 shares; 2024Q4: 3,552 shares; 2025Q1: 3,298 shares; 2025Q2: 3,242 shares; 2025Q3: not loaded; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares 2,219 $344K 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,459 shares; 2026Q1: 3,459 shares 3,459 $343K 0.24% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,377 shares; 2025Q3: not loaded; 2025Q4: 2,017 shares; 2026Q1: 1,867 shares 1,867 $342K 0.24% -150 Timeline SMLF 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: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: not loaded; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares 4,490 $339K 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,111 shares; 2025Q3: not loaded; 2025Q4: 11,234 shares; 2026Q1: 11,234 shares 11,234 $333K 0.24% 0 Timeline XJUL 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: 10,736 shares; 2024Q4: 8,497 shares; 2025Q1: 8,497 shares; 2025Q2: 8,496 shares; 2025Q3: not loaded; 2025Q4: 16,914 shares; 2026Q1: 8,457 shares 8,457 $331K 0.24% -8,457 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 8,754 shares; 2025Q1: 6,929 shares; 2025Q2: 6,937 shares; 2025Q3: not loaded; 2025Q4: 6,941 shares; 2026Q1: 6,941 shares 6,941 $316K 0.22% 0 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: 2,589 shares; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,164 shares; 2025Q3: not loaded; 2025Q4: 2,467 shares; 2026Q1: 2,147 shares 2,147 $315K 0.22% -320 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: 854 shares; 2024Q4: 640 shares; 2025Q1: 557 shares; 2025Q2: 442 shares; 2025Q3: not loaded; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $311K 0.22% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,529 shares; 2025Q1: not reported; 2025Q2: 6,453 shares; 2025Q3: not loaded; 2025Q4: 6,453 shares; 2026Q1: 6,097 shares 6,097 $310K 0.22% -356 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 17,656 shares; 2025Q1: 16,252 shares; 2025Q2: 16,081 shares; 2025Q3: not loaded; 2025Q4: 16,109 shares; 2026Q1: 16,109 shares 16,109 $303K 0.22% 0 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI 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 loaded; 2025Q4: 30,037 shares; 2026Q1: 30,037 shares 30,037 $303K 0.22% 0 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: 1,125 shares; 2024Q4: 1,166 shares; 2025Q1: 848 shares; 2025Q2: 915 shares; 2025Q3: not loaded; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $288K 0.2% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 2,535 shares; 2025Q2: 2,950 shares; 2025Q3: not loaded; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $285K 0.2% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,141 shares; 2025Q3: not loaded; 2025Q4: 13,819 shares; 2026Q1: 10,846 shares 10,846 $284K 0.2% -2,973 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: 1,466 shares; 2024Q4: 1,434 shares; 2025Q1: 1,522 shares; 2025Q2: 1,781 shares; 2025Q3: not loaded; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $284K 0.2% 0 Timeline QJUN 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: 9,403 shares; 2024Q4: 9,403 shares; 2025Q1: 9,341 shares; 2025Q2: 9,341 shares; 2025Q3: not loaded; 2025Q4: 16,839 shares; 2026Q1: 8,873 shares 8,873 $283K 0.2% -7,966 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,466 shares; 2025Q2: 3,499 shares; 2025Q3: not loaded; 2025Q4: 3,408 shares; 2026Q1: 3,403 shares 3,403 $278K 0.2% -5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: not loaded; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $275K 0.2% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,715 shares; 2025Q3: not loaded; 2025Q4: 1,608 shares; 2026Q1: 1,270 shares 1,270 $272K 0.19% -338 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: 1,401 shares; 2024Q4: 1,328 shares; 2025Q1: 1,055 shares; 2025Q2: 962 shares; 2025Q3: not loaded; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $271K 0.19% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 21,413 shares; 2026Q1: 21,413 shares 21,413 $271K 0.19% 0 Timeline EWZ 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 loaded; 2025Q4: not reported; 2026Q1: 7,020 shares 7,020 $269K 0.19% new Timeline UFOX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,768 shares; 2026Q1: 4,187 shares 4,187 $267K 0.19% -581 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: 7,014 shares; 2024Q4: 6,838 shares; 2025Q1: not reported; 2025Q2: 8,073 shares; 2025Q3: not loaded; 2025Q4: 8,083 shares; 2026Q1: 7,631 shares 7,631 $266K 0.19% -452 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 800 shares; 2025Q3: not loaded; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $265K 0.19% 0 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: 5,224 shares; 2024Q4: 4,193 shares; 2025Q1: 4,194 shares; 2025Q2: 4,229 shares; 2025Q3: not loaded; 2025Q4: 4,186 shares; 2026Q1: 3,630 shares 3,630 $262K 0.19% -556 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: 11,606 shares; 2024Q4: 10,254 shares; 2025Q1: 10,351 shares; 2025Q2: 4,943 shares; 2025Q3: not loaded; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares 4,201 $258K 0.18% 0 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: 687 shares; 2024Q4: 695 shares; 2025Q1: 595 shares; 2025Q2: 620 shares; 2025Q3: not loaded; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $257K 0.18% 0 Timeline RDIV 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: 6,781 shares; 2024Q4: 6,852 shares; 2025Q1: 6,922 shares; 2025Q2: 6,991 shares; 2025Q3: not loaded; 2025Q4: 4,921 shares; 2026Q1: 4,921 shares 4,921 $256K 0.18% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,619 shares; 2025Q2: 1,620 shares; 2025Q3: not loaded; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $255K 0.18% 0 Timeline MLRG 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: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,715 shares; 2025Q2: 3,661 shares; 2025Q3: not loaded; 2025Q4: 5,474 shares; 2026Q1: 2,707 shares 2,707 $255K 0.18% -2,767 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: 2,606 shares; 2024Q4: 2,594 shares; 2025Q1: 5,556 shares; 2025Q2: 3,684 shares; 2025Q3: not loaded; 2025Q4: 3,373 shares; 2026Q1: 3,115 shares 3,115 $254K 0.18% -258 Timeline EWY 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 loaded; 2025Q4: not reported; 2026Q1: 2,060 shares 2,060 $253K 0.18% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 3,099 shares; 2025Q1: 2,718 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,093 shares; 2026Q1: 2,610 shares 2,610 $252K 0.18% -483 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD 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 loaded; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $248K 0.18% 0 Timeline EPU 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 loaded; 2025Q4: not reported; 2026Q1: 3,011 shares 3,011 $243K 0.17% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,384 shares; 2025Q1: 6,387 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,398 shares; 2026Q1: 6,398 shares 6,398 $239K 0.17% 0 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: 3,261 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,309 shares; 2025Q3: not loaded; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $237K 0.17% 0 Timeline ROBT 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: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares 4,566 $237K 0.17% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $236K 0.17% 0 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: 3,192 shares; 2024Q4: 3,185 shares; 2025Q1: 2,413 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares 1,966 $231K 0.16% 0 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: 702 shares; 2024Q4: 708 shares; 2025Q1: 507 shares; 2025Q2: 470 shares; 2025Q3: not loaded; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $230K 0.16% 0 Timeline QSPT 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: not reported; 2024Q4: 8,941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,264 shares; 2026Q1: 7,264 shares 7,264 $230K 0.16% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: not loaded; 2025Q4: 3,773 shares; 2026Q1: 1,851 shares 1,851 $225K 0.16% -1,922 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: 7,680 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: 4,208 shares; 2025Q3: not loaded; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110 $225K 0.16% 0 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: 1,181 shares; 2024Q4: 1,170 shares; 2025Q1: 898 shares; 2025Q2: 844 shares; 2025Q3: not loaded; 2025Q4: 755 shares; 2026Q1: 745 shares 745 $215K 0.15% -10 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: 1,564 shares; 2024Q4: 1,697 shares; 2025Q1: 1,522 shares; 2025Q2: 1,500 shares; 2025Q3: not loaded; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares 1,472 $212K 0.15% 0 Timeline MORT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 20,573 shares 20,573 $211K 0.15% new 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: 2,187 shares; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: 2,240 shares; 2025Q3: not loaded; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares 2,106 $210K 0.15% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,369 shares; 2026Q1: 7,369 shares 7,369 $210K 0.15% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 4,699 shares; 2025Q3: not loaded; 2025Q4: 5,423 shares; 2026Q1: 5,423 shares 5,423 $210K 0.15% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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 loaded; 2025Q4: 3,888 shares; 2026Q1: 3,649 shares 3,649 $208K 0.15% -239 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,386 shares; 2025Q3: not loaded; 2025Q4: 6,034 shares; 2026Q1: 6,034 shares 6,034 $207K 0.15% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,917 shares; 2025Q3: not loaded; 2025Q4: 3,992 shares; 2026Q1: 3,992 shares 3,992 $205K 0.15% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: not reported; 2025Q1: 1,488 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $203K 0.14% 0 Timeline XJUN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,062 shares; 2025Q3: not loaded; 2025Q4: 4,729 shares; 2026Q1: 4,729 shares 4,729 $203K 0.14% 0 Timeline ARKK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620 $202K 0.14% 0 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares 5,254 $200K 0.14% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 19,130 shares; 2025Q1: 19,328 shares; 2025Q2: 19,657 shares; 2025Q3: not loaded; 2025Q4: 20,052 shares; 2026Q1: 20,052 shares 20,052 $190K 0.14% 0 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 10,378 shares; 2025Q1: 10,509 shares; 2025Q2: 10,737 shares; 2025Q3: not loaded; 2025Q4: 11,311 shares; 2026Q1: 11,311 shares 11,311 $168K 0.12% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,459 shares; 2025Q1: 10,735 shares; 2025Q2: 11,014 shares; 2025Q3: not loaded; 2025Q4: 11,571 shares; 2026Q1: 11,571 shares 11,571 $71K 0.05% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10,390 shares 10,390 $41K 0.03% new Timeline