AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,025 shares; 2024Q4: 151,390 shares; 2025Q1: 171,437 shares; 2025Q2: 185,927 shares; 2025Q3: 220,060 shares; 2025Q4: 219,093 shares 219,093 $59.6M 2.76% -967 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,546 shares; 2024Q4: 103,628 shares; 2025Q1: 946,779 shares; 2025Q2: 711,846 shares; 2025Q3: 448,252 shares; 2025Q4: 523,880 shares 523,880 $57.7M 2.68% +75,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,857 shares; 2024Q4: 1,049,550 shares; 2025Q1: 1,285,061 shares; 2025Q2: 1,295,841 shares; 2025Q3: 1,370,264 shares; 2025Q4: 1,386,608 shares 1,386,608 $45.2M 2.1% +16,344 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,900 shares; 2024Q4: 69,127 shares; 2025Q1: 70,651 shares; 2025Q2: 69,828 shares; 2025Q3: 71,118 shares; 2025Q4: 68,295 shares 68,295 $39.1M 1.82% -2,823 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,981 shares; 2024Q4: 107,759 shares; 2025Q1: 119,945 shares; 2025Q2: 163,083 shares; 2025Q3: 203,379 shares; 2025Q4: 203,945 shares 203,945 $38M 1.76% +566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,772 shares; 2024Q4: 29,215 shares; 2025Q1: 34,332 shares; 2025Q2: 42,185 shares; 2025Q3: 60,170 shares; 2025Q4: 57,423 shares 57,423 $35.3M 1.64% -2,747 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,781 shares; 2024Q4: 417,428 shares; 2025Q1: 676,654 shares; 2025Q2: 483,270 shares; 2025Q3: 563,270 shares; 2025Q4: 664,696 shares 664,696 $33.4M 1.55% +101,426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,615 shares; 2024Q4: 305,406 shares; 2025Q1: 298,499 shares; 2025Q2: 295,047 shares; 2025Q3: 355,288 shares; 2025Q4: 367,791 shares 367,791 $29.5M 1.37% +12,503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,126 shares; 2024Q4: 24,300 shares; 2025Q1: 293,043 shares; 2025Q2: 313,902 shares; 2025Q3: 332,200 shares; 2025Q4: 320,473 shares 320,473 $29.3M 1.36% -11,727 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,537 shares; 2024Q4: 1,034,080 shares; 2025Q1: 1,090,437 shares; 2025Q2: 1,112,718 shares; 2025Q3: 1,079,456 shares; 2025Q4: 1,009,545 shares 1,009,545 $27.7M 1.28% -69,911 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,763 shares; 2024Q4: 458,862 shares; 2025Q1: 459,465 shares; 2025Q2: 501,753 shares; 2025Q3: 572,239 shares; 2025Q4: 596,228 shares 596,228 $26.5M 1.23% +23,989 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,153 shares; 2024Q4: 33,565 shares; 2025Q1: 36,635 shares; 2025Q2: 40,833 shares; 2025Q3: 54,028 shares; 2025Q4: 52,714 shares 52,714 $25.5M 1.18% -1,314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,321 shares; 2024Q4: 430,375 shares; 2025Q1: 554,336 shares; 2025Q2: 586,054 shares; 2025Q3: 659,627 shares; 2025Q4: 730,523 shares 730,523 $25M 1.16% +70,896 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 9,114 shares; 2025Q1: 11,085 shares; 2025Q2: 25,598 shares; 2025Q3: 41,040 shares; 2025Q4: 34,776 shares 34,776 $23.7M 1.1% -6,264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,216 shares; 2024Q4: 226,506 shares; 2025Q1: 280,033 shares; 2025Q2: 302,611 shares; 2025Q3: 349,514 shares; 2025Q4: 352,319 shares 352,319 $21.2M 0.98% +2,805 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,954 shares; 2024Q4: 46,459 shares; 2025Q1: 57,436 shares; 2025Q2: 68,688 shares; 2025Q3: 86,360 shares; 2025Q4: 89,518 shares 89,518 $20.7M 0.96% +3,158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,257 shares; 2024Q4: 18,335 shares; 2025Q1: 35,019 shares; 2025Q2: 36,041 shares; 2025Q3: 40,405 shares; 2025Q4: 39,307 shares 39,307 $19.2M 0.89% -1,098 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,815 shares; 2024Q4: 243,384 shares; 2025Q1: 269,512 shares; 2025Q2: 258,726 shares; 2025Q3: 287,398 shares; 2025Q4: 295,009 shares 295,009 $18.4M 0.86% +7,611 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,648 shares; 2024Q4: 15,022 shares; 2025Q1: 18,097 shares; 2025Q2: 19,996 shares; 2025Q3: 26,526 shares; 2025Q4: 26,703 shares 26,703 $18.3M 0.85% +177 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 262,275 shares; 2025Q1: 316,951 shares; 2025Q2: 344,469 shares; 2025Q3: 394,514 shares; 2025Q4: 470,461 shares 470,461 $18M 0.83% +75,947 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,961 shares; 2024Q4: 43,222 shares; 2025Q1: 40,376 shares; 2025Q2: 42,245 shares; 2025Q3: 46,655 shares; 2025Q4: 72,779 shares 72,779 $17.9M 0.83% +26,124 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,363 shares; 2025Q3: 408,045 shares; 2025Q4: 421,091 shares 421,091 $17.9M 0.83% +13,046 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 82,555 shares; 2025Q1: 93,638 shares; 2025Q2: 64,963 shares; 2025Q3: 63,493 shares; 2025Q4: 90,314 shares 90,314 $17.3M 0.8% +26,821 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252,236 shares; 2025Q1: 378,604 shares; 2025Q2: 391,560 shares; 2025Q3: 468,174 shares; 2025Q4: 528,378 shares 528,378 $17.1M 0.79% +60,204 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 37,310 shares; 2025Q1: 36,801 shares; 2025Q2: 41,667 shares; 2025Q3: 55,123 shares; 2025Q4: 54,316 shares 54,316 $17M 0.79% -807 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,601 shares; 2024Q4: 20,312 shares; 2025Q1: 18,922 shares; 2025Q2: 26,806 shares; 2025Q3: 31,590 shares; 2025Q4: 36,289 shares 36,289 $16.3M 0.76% +4,699 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,084 shares; 2024Q4: 30,211 shares; 2025Q1: 33,694 shares; 2025Q2: 37,310 shares; 2025Q3: 50,604 shares; 2025Q4: 48,334 shares 48,334 $15.2M 0.71% -2,270 Timeline GDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 388,856 shares 388,856 $14.7M 0.68% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 7,936 shares; 2025Q1: 7,468 shares; 2025Q2: 11,631 shares; 2025Q3: 26,179 shares; 2025Q4: 21,722 shares 21,722 $13.6M 0.63% -4,457 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 5,626 shares; 2025Q1: 46,569 shares; 2025Q2: 50,759 shares; 2025Q3: 65,446 shares; 2025Q4: 68,344 shares 68,344 $13.1M 0.61% +2,898 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,203 shares; 2024Q4: 49,144 shares; 2025Q1: 62,066 shares; 2025Q2: 54,195 shares; 2025Q3: 57,523 shares; 2025Q4: 60,670 shares 60,670 $12.9M 0.6% +3,147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,682 shares; 2024Q4: 51,320 shares; 2025Q1: 37,317 shares; 2025Q2: 60,935 shares; 2025Q3: 61,477 shares; 2025Q4: 61,381 shares 61,381 $10.9M 0.51% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,741 shares; 2024Q4: 66,470 shares; 2025Q1: 84,687 shares; 2025Q2: 95,066 shares; 2025Q3: 86,502 shares; 2025Q4: 105,777 shares 105,777 $10.6M 0.49% +19,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,311 shares; 2024Q4: 54,395 shares; 2025Q1: 91,386 shares; 2025Q2: 57,392 shares; 2025Q3: 92,529 shares; 2025Q4: 235,318 shares 235,318 $10.5M 0.49% +142,789 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,084 shares 157,084 $10.3M 0.48% new Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,877 shares; 2025Q3: 244,452 shares; 2025Q4: 251,583 shares 251,583 $9.96M 0.46% +7,131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 6,612 shares; 2025Q1: 11,845 shares; 2025Q2: 11,137 shares; 2025Q3: 15,631 shares; 2025Q4: 15,069 shares 15,069 $9.95M 0.46% -562 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778,724 shares; 2025Q4: 778,724 shares 778,724 $9.85M 0.46% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,367 shares; 2024Q4: 41,444 shares; 2025Q1: 56,072 shares; 2025Q2: 66,579 shares; 2025Q3: 80,608 shares; 2025Q4: 88,241 shares 88,241 $9.83M 0.46% +7,633 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,410 shares; 2025Q2: 77,753 shares; 2025Q3: 129,745 shares; 2025Q4: 378,246 shares 378,246 $9.76M 0.45% +248,501 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,081 shares; 2024Q4: 247,898 shares; 2025Q1: 236,297 shares; 2025Q2: 292,451 shares; 2025Q3: 297,493 shares; 2025Q4: 288,712 shares 288,712 $9.53M 0.44% -8,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,482 shares; 2025Q2: 147,662 shares; 2025Q3: 166,492 shares; 2025Q4: 180,663 shares 180,663 $9.49M 0.44% +14,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 11,769 shares; 2025Q1: 10,466 shares; 2025Q2: 12,821 shares; 2025Q3: 20,605 shares; 2025Q4: 26,327 shares 26,327 $9.48M 0.44% +5,722 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 17,497 shares; 2025Q1: 22,622 shares; 2025Q2: 23,965 shares; 2025Q3: 31,519 shares; 2025Q4: 28,948 shares 28,948 $9.33M 0.43% -2,571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 19,225 shares; 2025Q1: 43,260 shares; 2025Q2: 23,193 shares; 2025Q3: 24,778 shares; 2025Q4: 23,008 shares 23,008 $9.12M 0.42% -1,770 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,168 shares; 2025Q4: 139,391 shares 139,391 $8.99M 0.42% +12,223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,475 shares; 2024Q4: 17,358 shares; 2025Q1: 20,807 shares; 2025Q2: 22,487 shares; 2025Q3: 26,358 shares; 2025Q4: 26,781 shares 26,781 $8.98M 0.42% +423 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 6,207 shares; 2025Q1: 11,973 shares; 2025Q2: 11,274 shares; 2025Q3: 13,935 shares; 2025Q4: 31,388 shares 31,388 $8.96M 0.42% +17,453 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 2,916 shares; 2025Q1: 4,467 shares; 2025Q2: 63,982 shares; 2025Q3: 70,093 shares; 2025Q4: 136,381 shares 136,381 $8.88M 0.41% +66,288 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,616 shares; 2025Q1: 6,043 shares; 2025Q2: 10,628 shares; 2025Q3: 67,888 shares; 2025Q4: 71,616 shares 71,616 $8.83M 0.41% +3,728 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: not reported; 2025Q1: 43,969 shares; 2025Q2: 42,315 shares; 2025Q3: 333,629 shares; 2025Q4: 347,743 shares 347,743 $8.77M 0.41% +14,114 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,631 shares; 2024Q4: 33,301 shares; 2025Q1: 36,559 shares; 2025Q2: 34,596 shares; 2025Q3: 38,102 shares; 2025Q4: 37,913 shares 37,913 $8.66M 0.4% -189 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 7,642 shares; 2025Q1: 15,044 shares; 2025Q2: 11,694 shares; 2025Q3: 23,182 shares; 2025Q4: 24,436 shares 24,436 $8.46M 0.39% +1,254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,789 shares; 2025Q1: 4,248 shares; 2025Q2: 4,471 shares; 2025Q3: 6,352 shares; 2025Q4: 7,859 shares 7,859 $8.45M 0.39% +1,507 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356,216 shares; 2025Q3: 628,109 shares; 2025Q4: 1,043,572 shares 1,043,572 $8.42M 0.39% +415,463 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,857 shares; 2024Q4: 43,118 shares; 2025Q1: 40,961 shares; 2025Q2: 40,643 shares; 2025Q3: 40,704 shares; 2025Q4: 39,918 shares 39,918 $8.4M 0.39% -786 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,496 shares; 2024Q4: 273,135 shares; 2025Q1: 278,636 shares; 2025Q2: 279,214 shares; 2025Q3: 282,287 shares; 2025Q4: 279,157 shares 279,157 $8.39M 0.39% -3,130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,728 shares; 2025Q1: 10,972 shares; 2025Q2: 11,519 shares; 2025Q3: 11,078 shares; 2025Q4: 11,013 shares 11,013 $8.3M 0.39% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,898 shares; 2024Q4: 71,463 shares; 2025Q1: 98,853 shares; 2025Q2: 89,006 shares; 2025Q3: 117,388 shares; 2025Q4: 137,914 shares 137,914 $8.27M 0.38% +20,526 Timeline AVUS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,188 shares; 2024Q4: 99,711 shares; 2025Q1: 52,404 shares; 2025Q2: 70,838 shares; 2025Q3: 72,389 shares; 2025Q4: 72,755 shares 72,755 $8.13M 0.38% +366 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,723 shares; 2024Q4: 29,275 shares; 2025Q1: 93,112 shares; 2025Q2: 121,193 shares; 2025Q3: 136,274 shares; 2025Q4: 174,879 shares 174,879 $8.11M 0.38% +38,605 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,939 shares; 2024Q4: 73,587 shares; 2025Q1: 76,648 shares; 2025Q2: 76,936 shares; 2025Q3: 79,061 shares; 2025Q4: 82,372 shares 82,372 $8.06M 0.37% +3,311 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,382 shares; 2024Q4: 75,310 shares; 2025Q1: 79,226 shares; 2025Q2: 101,103 shares; 2025Q3: 113,752 shares; 2025Q4: 117,021 shares 117,021 $7.87M 0.36% +3,269 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,274 shares; 2024Q4: 177,212 shares; 2025Q1: 181,192 shares; 2025Q2: 195,178 shares; 2025Q3: 205,427 shares; 2025Q4: 151,570 shares 151,570 $7.65M 0.36% -53,857 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,974 shares; 2024Q4: 36,401 shares; 2025Q1: 71,944 shares; 2025Q2: 79,960 shares; 2025Q3: 100,725 shares; 2025Q4: 106,485 shares 106,485 $7.4M 0.34% +5,760 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293,605 shares; 2025Q4: 378,683 shares 378,683 $7.34M 0.34% +85,078 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,687 shares; 2025Q3: 49,774 shares; 2025Q4: 67,609 shares 67,609 $7.33M 0.34% +17,835 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,787 shares 189,787 $7.17M 0.33% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,862 shares; 2024Q4: 87,972 shares; 2025Q1: 84,808 shares; 2025Q2: 81,498 shares; 2025Q3: 91,503 shares; 2025Q4: 71,655 shares 71,655 $7.16M 0.33% -19,848 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,116 shares; 2024Q4: 16,238 shares; 2025Q1: 17,795 shares; 2025Q2: 17,453 shares; 2025Q3: 19,543 shares; 2025Q4: 19,913 shares 19,913 $6.98M 0.32% +370 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,299 shares 337,299 $6.95M 0.32% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 10,689 shares; 2025Q1: 14,326 shares; 2025Q2: 15,352 shares; 2025Q3: 14,672 shares; 2025Q4: 13,820 shares 13,820 $6.95M 0.32% -852 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 23,054 shares; 2025Q1: 23,232 shares; 2025Q2: 23,164 shares; 2025Q3: 23,310 shares; 2025Q4: 23,808 shares 23,808 $6.91M 0.32% +498 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares; 2025Q3: 123,678 shares; 2025Q4: 126,211 shares 126,211 $6.9M 0.32% +2,533 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 62,749 shares; 2025Q1: 61,606 shares; 2025Q2: 48,554 shares; 2025Q3: 49,812 shares; 2025Q4: 49,201 shares 49,201 $6.81M 0.32% -611 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,456 shares; 2025Q1: 3,433 shares; 2025Q2: 3,408 shares; 2025Q3: 3,555 shares; 2025Q4: 58,274 shares 58,274 $6.63M 0.31% +54,719 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,445 shares; 2024Q4: 53,319 shares; 2025Q1: 95,120 shares; 2025Q2: 114,886 shares; 2025Q3: 126,020 shares; 2025Q4: 147,678 shares 147,678 $6.57M 0.3% +21,658 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,941 shares; 2024Q4: 100,907 shares; 2025Q1: 94,603 shares; 2025Q2: 92,676 shares; 2025Q3: 45,893 shares; 2025Q4: 45,379 shares 45,379 $6.42M 0.3% -514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,756 shares; 2025Q1: 2,297 shares; 2025Q2: 11,543 shares; 2025Q3: 16,865 shares; 2025Q4: 18,880 shares 18,880 $6.23M 0.29% +2,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,116 shares; 2024Q4: 37,934 shares; 2025Q1: 63,613 shares; 2025Q2: 67,595 shares; 2025Q3: 105,522 shares; 2025Q4: 113,509 shares 113,509 $6.22M 0.29% +7,987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,089 shares; 2024Q4: 89,494 shares; 2025Q1: 95,898 shares; 2025Q2: 96,869 shares; 2025Q3: 123,118 shares; 2025Q4: 141,833 shares 141,833 $6.19M 0.29% +18,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,822 shares; 2024Q4: 26,568 shares; 2025Q1: 28,621 shares; 2025Q2: 27,231 shares; 2025Q3: 27,779 shares; 2025Q4: 28,978 shares 28,978 $6.14M 0.28% +1,199 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,599 shares; 2024Q4: 100,724 shares; 2025Q1: 99,666 shares; 2025Q2: 107,093 shares; 2025Q3: 124,480 shares; 2025Q4: 134,933 shares 134,933 $6.1M 0.28% +10,453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 38,036 shares; 2025Q1: 42,027 shares; 2025Q2: 36,479 shares; 2025Q3: 51,249 shares; 2025Q4: 142,433 shares 142,433 $6.08M 0.28% +91,184 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,867 shares; 2025Q1: 123,780 shares; 2025Q2: 129,937 shares; 2025Q3: 119,042 shares; 2025Q4: 114,741 shares 114,741 $5.99M 0.28% -4,301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,454 shares; 2024Q4: 83,054 shares; 2025Q1: 102,632 shares; 2025Q2: 111,256 shares; 2025Q3: 119,978 shares; 2025Q4: 124,489 shares 124,489 $5.95M 0.28% +4,511 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,559 shares; 2025Q4: 238,285 shares 238,285 $5.9M 0.27% +111,726 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,313 shares; 2024Q4: 120,243 shares; 2025Q1: 104,548 shares; 2025Q2: 128,745 shares; 2025Q3: 136,678 shares; 2025Q4: 147,421 shares 147,421 $5.81M 0.27% +10,743 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,791 shares; 2024Q4: 11,862 shares; 2025Q1: 15,485 shares; 2025Q2: 14,139 shares; 2025Q3: 18,278 shares; 2025Q4: 18,391 shares 18,391 $5.62M 0.26% +113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,203 shares; 2024Q4: 182,217 shares; 2025Q1: 182,462 shares; 2025Q2: 223,710 shares; 2025Q3: 219,984 shares; 2025Q4: 207,807 shares 207,807 $5.59M 0.26% -12,177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 25,976 shares; 2025Q1: 26,103 shares; 2025Q2: 26,456 shares; 2025Q3: 25,711 shares; 2025Q4: 25,195 shares 25,195 $5.54M 0.26% -516 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 53,379 shares; 2025Q4: 83,078 shares 83,078 $5.48M 0.25% +29,699 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,063 shares; 2025Q4: 148,168 shares 148,168 $5.45M 0.25% +29,105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,316 shares; 2024Q4: 17,228 shares; 2025Q1: 20,763 shares; 2025Q2: 19,948 shares; 2025Q3: 22,097 shares; 2025Q4: 21,104 shares 21,104 $5.44M 0.25% -993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,487 shares; 2024Q4: 211,924 shares; 2025Q1: 198,789 shares; 2025Q2: 198,534 shares; 2025Q3: 192,615 shares; 2025Q4: 190,648 shares 190,648 $5.43M 0.25% -1,967 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,785 shares; 2024Q4: 181,093 shares; 2025Q1: 245,168 shares; 2025Q2: 208,973 shares; 2025Q3: 357,771 shares; 2025Q4: 406,510 shares 406,510 $5.39M 0.25% +48,739 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,941 shares; 2024Q4: 19,312 shares; 2025Q1: 159,786 shares; 2025Q2: 188,283 shares; 2025Q3: 201,855 shares; 2025Q4: 208,590 shares 208,590 $5.36M 0.25% +6,735 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 5,055 shares; 2025Q1: 6,290 shares; 2025Q2: 39,300 shares; 2025Q3: 41,385 shares; 2025Q4: 62,776 shares 62,776 $5.29M 0.25% +21,391 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,228 shares; 2024Q4: 62,821 shares; 2025Q1: 73,409 shares; 2025Q2: 84,405 shares; 2025Q3: 88,166 shares; 2025Q4: 91,249 shares 91,249 $5.28M 0.25% +3,083 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,592 shares; 2024Q4: 56,091 shares; 2025Q1: 53,041 shares; 2025Q2: 60,137 shares; 2025Q3: 60,748 shares; 2025Q4: 58,109 shares 58,109 $5.2M 0.24% -2,639 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,533 shares; 2024Q4: 32,371 shares; 2025Q1: 31,810 shares; 2025Q2: 32,729 shares; 2025Q3: 64,372 shares; 2025Q4: 62,222 shares 62,222 $5.15M 0.24% -2,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,593 shares; 2025Q1: 16,347 shares; 2025Q2: 15,779 shares; 2025Q3: 15,832 shares; 2025Q4: 16,148 shares 16,148 $5.08M 0.24% +316 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,280 shares; 2024Q4: 59,278 shares; 2025Q1: 66,375 shares; 2025Q2: 79,328 shares; 2025Q3: 87,293 shares; 2025Q4: 88,045 shares 88,045 $5.04M 0.23% +752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 15,576 shares; 2025Q1: 16,634 shares; 2025Q2: 22,403 shares; 2025Q3: 63,658 shares; 2025Q4: 64,718 shares 64,718 $4.98M 0.23% +1,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,366 shares; 2024Q4: 39,925 shares; 2025Q1: 51,178 shares; 2025Q2: 58,423 shares; 2025Q3: 81,641 shares; 2025Q4: 97,171 shares 97,171 $4.91M 0.23% +15,530 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 4,174 shares; 2025Q1: 8,384 shares; 2025Q2: 10,314 shares; 2025Q3: 16,782 shares; 2025Q4: 22,600 shares 22,600 $4.85M 0.23% +5,818 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 15,078 shares; 2025Q1: 16,943 shares; 2025Q2: 16,073 shares; 2025Q3: 16,645 shares; 2025Q4: 17,373 shares 17,373 $4.85M 0.23% +728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,644 shares; 2025Q2: 14,421 shares; 2025Q3: 41,424 shares; 2025Q4: 63,235 shares 63,235 $4.75M 0.22% +21,811 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,364 shares; 2024Q4: 61,208 shares; 2025Q1: 60,699 shares; 2025Q2: 59,981 shares; 2025Q3: 58,400 shares; 2025Q4: 58,347 shares 58,347 $4.74M 0.22% -53 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,811 shares 103,811 $4.68M 0.22% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,823 shares; 2024Q4: 80,253 shares; 2025Q1: 82,561 shares; 2025Q2: 80,641 shares; 2025Q3: 81,053 shares; 2025Q4: 122,757 shares 122,757 $4.68M 0.22% +41,704 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,292 shares; 2025Q1: 7,188 shares; 2025Q2: 8,541 shares; 2025Q3: 12,925 shares; 2025Q4: 9,637 shares 9,637 $4.63M 0.21% -3,288 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,886 shares; 2025Q3: 82,752 shares; 2025Q4: 92,725 shares 92,725 $4.61M 0.21% +9,973 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,042 shares; 2024Q4: 21,388 shares; 2025Q1: 29,122 shares; 2025Q2: 34,396 shares; 2025Q3: 57,401 shares; 2025Q4: 135,447 shares 135,447 $4.54M 0.21% +78,046 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 7,893 shares; 2025Q1: 13,398 shares; 2025Q2: 12,929 shares; 2025Q3: 22,852 shares; 2025Q4: 20,980 shares 20,980 $4.49M 0.21% -1,872 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,894 shares; 2024Q4: 53,455 shares; 2025Q1: 58,427 shares; 2025Q2: 57,158 shares; 2025Q3: 55,272 shares; 2025Q4: 59,417 shares 59,417 $4.48M 0.21% +4,145 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,589 shares; 2025Q4: 193,651 shares 193,651 $4.46M 0.21% +176,062 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 64,438 shares; 2025Q1: 62,560 shares; 2025Q2: 60,268 shares; 2025Q3: 62,282 shares; 2025Q4: 60,232 shares 60,232 $4.43M 0.21% -2,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,598 shares 80,598 $4.42M 0.21% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 12,519 shares; 2025Q1: 14,473 shares; 2025Q2: 13,334 shares; 2025Q3: 15,272 shares; 2025Q4: 14,723 shares 14,723 $4.36M 0.2% -549 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,170 shares; 2024Q4: 100,823 shares; 2025Q1: 108,309 shares; 2025Q2: 99,260 shares; 2025Q3: 103,828 shares; 2025Q4: 98,203 shares 98,203 $4.36M 0.2% -5,625 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,500 shares; 2025Q2: 122,123 shares; 2025Q3: 124,066 shares; 2025Q4: 130,674 shares 130,674 $4.36M 0.2% +6,608 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,883 shares; 2024Q4: 12,990 shares; 2025Q1: 14,849 shares; 2025Q2: 19,594 shares; 2025Q3: 26,594 shares; 2025Q4: 28,518 shares 28,518 $4.35M 0.2% +1,924 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 10,297 shares; 2025Q1: 24,391 shares; 2025Q2: 17,245 shares; 2025Q3: 21,588 shares; 2025Q4: 23,512 shares 23,512 $4.31M 0.2% +1,924 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,571 shares; 2025Q1: 5,871 shares; 2025Q2: 6,749 shares; 2025Q3: 9,276 shares; 2025Q4: 9,104 shares 9,104 $4.31M 0.2% -172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 6,629 shares; 2025Q1: 7,493 shares; 2025Q2: 7,601 shares; 2025Q3: 15,469 shares; 2025Q4: 29,683 shares 29,683 $4.27M 0.2% +14,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 4,187 shares; 2025Q1: 6,236 shares; 2025Q2: 5,701 shares; 2025Q3: 5,656 shares; 2025Q4: 4,939 shares 4,939 $4.26M 0.2% -717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,185 shares; 2024Q4: 31,665 shares; 2025Q1: 26,514 shares; 2025Q2: 28,190 shares; 2025Q3: 36,659 shares; 2025Q4: 35,336 shares 35,336 $4.25M 0.2% -1,323 Timeline FTLS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 46,902 shares; 2025Q2: 50,795 shares; 2025Q3: 54,298 shares; 2025Q4: 59,632 shares 59,632 $4.23M 0.2% +5,334 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,704 shares 111,704 $4.23M 0.2% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 8,961 shares; 2025Q1: 9,232 shares; 2025Q2: 8,252 shares; 2025Q3: 9,220 shares; 2025Q4: 9,070 shares 9,070 $4.22M 0.2% -150 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,943 shares; 2024Q4: 188,587 shares; 2025Q1: 192,709 shares; 2025Q2: 194,518 shares; 2025Q3: 200,127 shares; 2025Q4: 200,904 shares 200,904 $4.22M 0.2% +777 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,799 shares; 2024Q4: 104,068 shares; 2025Q1: 108,097 shares; 2025Q2: 108,653 shares; 2025Q3: 119,860 shares; 2025Q4: 127,134 shares 127,134 $4.16M 0.19% +7,274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 9,330 shares; 2025Q1: 11,202 shares; 2025Q2: 10,426 shares; 2025Q3: 12,602 shares; 2025Q4: 12,001 shares 12,001 $4.13M 0.19% -601 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,616 shares; 2024Q4: 107,583 shares; 2025Q1: 33,998 shares; 2025Q2: 27,275 shares; 2025Q3: 38,095 shares; 2025Q4: 38,289 shares 38,289 $4.09M 0.19% +194 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,885 shares; 2025Q3: 51,698 shares; 2025Q4: 76,572 shares 76,572 $4.04M 0.19% +24,874 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,130 shares; 2024Q4: 39,378 shares; 2025Q1: 67,969 shares; 2025Q2: 78,222 shares; 2025Q3: 126,285 shares; 2025Q4: 167,219 shares 167,219 $3.95M 0.18% +40,934 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 12,964 shares; 2025Q1: 14,392 shares; 2025Q2: 19,256 shares; 2025Q3: 19,096 shares; 2025Q4: 19,754 shares 19,754 $3.92M 0.18% +658 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,820 shares; 2024Q4: 28,486 shares; 2025Q1: 29,310 shares; 2025Q2: 28,598 shares; 2025Q3: 29,293 shares; 2025Q4: 27,147 shares 27,147 $3.9M 0.18% -2,146 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,954 shares; 2024Q4: 144,895 shares; 2025Q1: 150,853 shares; 2025Q2: 146,129 shares; 2025Q3: 120,160 shares; 2025Q4: 153,487 shares 153,487 $3.87M 0.18% +33,327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,125 shares; 2025Q1: 4,858 shares; 2025Q2: 6,049 shares; 2025Q3: 11,815 shares; 2025Q4: 12,724 shares 12,724 $3.87M 0.18% +909 Timeline MEAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,335 shares 76,335 $3.84M 0.18% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,984 shares; 2024Q4: 123,342 shares; 2025Q1: 134,814 shares; 2025Q2: 119,439 shares; 2025Q3: 134,001 shares; 2025Q4: 152,375 shares 152,375 $3.82M 0.18% +18,374 Timeline SPLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,590 shares; 2024Q4: 52,771 shares; 2025Q1: 52,787 shares; 2025Q2: 54,043 shares; 2025Q3: 54,191 shares; 2025Q4: 53,189 shares 53,189 $3.8M 0.18% -1,002 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,382 shares; 2024Q4: 34,366 shares; 2025Q1: 34,756 shares; 2025Q2: 33,796 shares; 2025Q3: 32,507 shares; 2025Q4: 36,034 shares 36,034 $3.75M 0.17% +3,527 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,149 shares; 2024Q4: 73,381 shares; 2025Q1: 79,789 shares; 2025Q2: 73,516 shares; 2025Q3: 77,318 shares; 2025Q4: 79,965 shares 79,965 $3.68M 0.17% +2,647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,561 shares; 2025Q2: 6,119 shares; 2025Q3: 14,200 shares; 2025Q4: 15,216 shares 15,216 $3.67M 0.17% +1,016 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 3,811 shares; 2025Q1: 4,489 shares; 2025Q2: 4,730 shares; 2025Q3: 6,718 shares; 2025Q4: 6,417 shares 6,417 $3.66M 0.17% -301 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,079 shares; 2025Q2: 8,140 shares; 2025Q3: 141,161 shares; 2025Q4: 143,475 shares 143,475 $3.65M 0.17% +2,314 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,064 shares 189,064 $3.62M 0.17% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 2,092 shares; 2025Q1: 3,598 shares; 2025Q2: 3,355 shares; 2025Q3: 5,373 shares; 2025Q4: 38,462 shares 38,462 $3.61M 0.17% +33,089 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173,658 shares; 2025Q4: 211,691 shares 211,691 $3.47M 0.16% +38,033 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 52,705 shares; 2025Q4: 80,941 shares 80,941 $3.44M 0.16% +28,236 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 9,828 shares; 2025Q1: 13,726 shares; 2025Q2: 13,025 shares; 2025Q3: 16,650 shares; 2025Q4: 16,588 shares 16,588 $3.43M 0.16% -62 Timeline RWK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,755 shares; 2024Q4: 20,062 shares; 2025Q1: 27,817 shares; 2025Q2: 25,931 shares; 2025Q3: 26,725 shares; 2025Q4: 27,120 shares 27,120 $3.43M 0.16% +395 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 2,102 shares; 2025Q1: 3,015 shares; 2025Q2: 4,275 shares; 2025Q3: 6,626 shares; 2025Q4: 7,293 shares 7,293 $3.42M 0.16% +667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,403 shares; 2024Q4: 25,383 shares; 2025Q1: 24,814 shares; 2025Q2: 24,853 shares; 2025Q3: 25,209 shares; 2025Q4: 25,414 shares 25,414 $3.38M 0.16% +205 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 11,008 shares; 2025Q1: 11,924 shares; 2025Q2: 12,394 shares; 2025Q3: 16,404 shares; 2025Q4: 17,258 shares 17,258 $3.36M 0.16% +854 Timeline AVNM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,478 shares; 2024Q4: 37,545 shares; 2025Q1: 32,484 shares; 2025Q2: 41,481 shares; 2025Q3: 44,058 shares; 2025Q4: 44,783 shares 44,783 $3.29M 0.15% +725 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,641 shares; 2024Q4: 33,882 shares; 2025Q1: 30,472 shares; 2025Q2: 27,941 shares; 2025Q3: 36,429 shares; 2025Q4: 35,284 shares 35,284 $3.26M 0.15% -1,145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,968 shares; 2024Q4: 26,035 shares; 2025Q1: 27,135 shares; 2025Q2: 26,723 shares; 2025Q3: 38,324 shares; 2025Q4: 42,273 shares 42,273 $3.26M 0.15% +3,949 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,734 shares; 2025Q1: 8,776 shares; 2025Q2: 8,632 shares; 2025Q3: 14,457 shares; 2025Q4: 12,631 shares 12,631 $3.19M 0.15% -1,826 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,776 shares; 2025Q1: 9,570 shares; 2025Q2: 8,237 shares; 2025Q3: 31,984 shares; 2025Q4: 39,425 shares 39,425 $3.16M 0.15% +7,441 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,577 shares; 2024Q4: 15,429 shares; 2025Q1: 15,347 shares; 2025Q2: 14,822 shares; 2025Q3: 15,380 shares; 2025Q4: 13,620 shares 13,620 $3.14M 0.15% -1,760 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,315 shares; 2024Q4: 99,968 shares; 2025Q1: 151,316 shares; 2025Q2: 147,127 shares; 2025Q3: 157,872 shares; 2025Q4: 123,805 shares 123,805 $3.08M 0.14% -34,067 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,535 shares; 2025Q1: 49,081 shares; 2025Q2: 88,083 shares; 2025Q3: 166,139 shares; 2025Q4: 61,577 shares 61,577 $3.06M 0.14% -104,562 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 9,238 shares; 2025Q1: 9,880 shares; 2025Q2: 10,068 shares; 2025Q3: 12,897 shares; 2025Q4: 13,981 shares 13,981 $3.04M 0.14% +1,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 9,356 shares; 2025Q1: 16,959 shares; 2025Q2: 18,738 shares; 2025Q3: 39,205 shares; 2025Q4: 51,661 shares 51,661 $3M 0.14% +12,456 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 30,295 shares; 2025Q1: 40,598 shares; 2025Q2: 40,835 shares; 2025Q3: 53,799 shares; 2025Q4: 44,415 shares 44,415 $2.93M 0.14% -9,384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,788 shares; 2025Q1: 7,752 shares; 2025Q2: 7,943 shares; 2025Q3: 22,445 shares; 2025Q4: 18,766 shares 18,766 $2.9M 0.13% -3,679 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,569 shares; 2024Q4: 70,333 shares; 2025Q1: 57,301 shares; 2025Q2: 56,379 shares; 2025Q3: 60,063 shares; 2025Q4: 61,688 shares 61,688 $2.89M 0.13% +1,625 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 12,635 shares; 2025Q1: 13,154 shares; 2025Q2: 13,213 shares; 2025Q3: 17,519 shares; 2025Q4: 17,990 shares 17,990 $2.89M 0.13% +471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,207 shares; 2024Q4: 197,989 shares; 2025Q1: 107,037 shares; 2025Q2: 109,389 shares; 2025Q3: 107,991 shares; 2025Q4: 109,825 shares 109,825 $2.88M 0.13% +1,834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,265 shares; 2024Q4: 60,974 shares; 2025Q1: 45,813 shares; 2025Q2: 44,905 shares; 2025Q3: 66,238 shares; 2025Q4: 62,325 shares 62,325 $2.87M 0.13% -3,913 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 13,924 shares; 2025Q1: 17,468 shares; 2025Q2: 16,136 shares; 2025Q3: 18,674 shares; 2025Q4: 17,626 shares 17,626 $2.72M 0.13% -1,048 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,107 shares 135,107 $2.66M 0.12% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,662 shares; 2025Q2: 6,881 shares; 2025Q3: 16,686 shares; 2025Q4: 17,291 shares 17,291 $2.66M 0.12% +605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,941 shares; 2024Q4: 98,967 shares; 2025Q1: 93,339 shares; 2025Q2: 87,499 shares; 2025Q3: 78,814 shares; 2025Q4: 74,159 shares 74,159 $2.63M 0.12% -4,655 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,798 shares; 2025Q1: 14,845 shares; 2025Q2: 14,234 shares; 2025Q3: 57,525 shares; 2025Q4: 58,791 shares 58,791 $2.61M 0.12% +1,266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,865 shares; 2024Q4: 92,361 shares; 2025Q1: 87,682 shares; 2025Q2: 88,327 shares; 2025Q3: 95,703 shares; 2025Q4: 98,224 shares 98,224 $2.6M 0.12% +2,521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,742 shares; 2024Q4: 25,297 shares; 2025Q1: 31,293 shares; 2025Q2: 30,167 shares; 2025Q3: 42,650 shares; 2025Q4: 40,136 shares 40,136 $2.59M 0.12% -2,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,132 shares; 2024Q4: 37,453 shares; 2025Q1: 40,405 shares; 2025Q2: 53,558 shares; 2025Q3: 56,564 shares; 2025Q4: 44,564 shares 44,564 $2.58M 0.12% -12,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,917 shares; 2025Q4: 43,692 shares 43,692 $2.57M 0.12% -2,225 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,914 shares; 2025Q1: 61,471 shares; 2025Q2: 45,555 shares; 2025Q3: 53,863 shares; 2025Q4: 57,992 shares 57,992 $2.55M 0.12% +4,129 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,248 shares; 2024Q4: 32,553 shares; 2025Q1: 33,156 shares; 2025Q2: 32,225 shares; 2025Q3: 47,937 shares; 2025Q4: 48,070 shares 48,070 $2.52M 0.12% +133 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,407 shares; 2025Q1: 4,963 shares; 2025Q2: 4,698 shares; 2025Q3: 6,134 shares; 2025Q4: 8,141 shares 8,141 $2.51M 0.12% +2,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,920 shares; 2024Q4: 42,523 shares; 2025Q1: 47,128 shares; 2025Q2: 52,151 shares; 2025Q3: 64,831 shares; 2025Q4: 61,249 shares 61,249 $2.49M 0.12% -3,582 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 19,743 shares; 2025Q1: 19,586 shares; 2025Q2: 19,586 shares; 2025Q3: 19,162 shares; 2025Q4: 19,203 shares 19,203 $2.45M 0.11% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,216 shares; 2024Q4: 11,209 shares; 2025Q1: 13,006 shares; 2025Q2: 11,819 shares; 2025Q3: 17,845 shares; 2025Q4: 17,118 shares 17,118 $2.45M 0.11% -727 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,607 shares; 2024Q4: 24,492 shares; 2025Q1: 43,949 shares; 2025Q2: 49,090 shares; 2025Q3: 57,811 shares; 2025Q4: 184,497 shares 184,497 $2.42M 0.11% +126,686 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,907 shares; 2024Q4: 10,177 shares; 2025Q1: 10,204 shares; 2025Q2: 13,225 shares; 2025Q3: 17,110 shares; 2025Q4: 16,797 shares 16,797 $2.41M 0.11% -313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,509 shares; 2024Q4: 109,868 shares; 2025Q1: 32,475 shares; 2025Q2: 32,739 shares; 2025Q3: 34,598 shares; 2025Q4: 30,872 shares 30,872 $2.4M 0.11% -3,726 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 345 shares; 2025Q1: 465 shares; 2025Q2: 10,385 shares; 2025Q3: 27,059 shares; 2025Q4: 26,284 shares 26,284 $2.4M 0.11% -775 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 29,568 shares; 2025Q1: 29,069 shares; 2025Q2: 28,554 shares; 2025Q3: 28,707 shares; 2025Q4: 27,164 shares 27,164 $2.39M 0.11% -1,543 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 16,622 shares; 2025Q3: 17,218 shares; 2025Q4: 17,437 shares 17,437 $2.39M 0.11% +219 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,313 shares; 2025Q4: 105,700 shares 105,700 $2.35M 0.11% +38,387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 18,753 shares; 2025Q1: 23,831 shares; 2025Q2: 26,450 shares; 2025Q3: 29,903 shares; 2025Q4: 30,035 shares 30,035 $2.35M 0.11% +132 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,869 shares; 2024Q4: 33,703 shares; 2025Q1: 40,349 shares; 2025Q2: 51,190 shares; 2025Q3: 49,969 shares; 2025Q4: 32,235 shares 32,235 $2.34M 0.11% -17,734 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,540 shares; 2025Q1: 12,143 shares; 2025Q2: 15,569 shares; 2025Q3: 15,956 shares; 2025Q4: 14,902 shares 14,902 $2.33M 0.11% -1,054 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,508 shares; 2024Q4: 32,542 shares; 2025Q1: 29,649 shares; 2025Q2: 15,545 shares; 2025Q3: 27,243 shares; 2025Q4: 29,534 shares 29,534 $2.29M 0.11% +2,291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,810 shares; 2025Q1: 4,283 shares; 2025Q2: 10,488 shares; 2025Q3: 17,230 shares; 2025Q4: 23,297 shares 23,297 $2.29M 0.11% +6,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 4,472 shares; 2025Q1: 3,905 shares; 2025Q2: 5,857 shares; 2025Q3: 14,077 shares; 2025Q4: 12,333 shares 12,333 $2.27M 0.11% -1,744 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,783 shares; 2025Q1: 3,186 shares; 2025Q2: 13,406 shares; 2025Q3: 15,380 shares; 2025Q4: 14,019 shares 14,019 $2.26M 0.1% -1,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,606 shares; 2024Q4: 23,644 shares; 2025Q1: 24,071 shares; 2025Q2: 25,375 shares; 2025Q3: 39,223 shares; 2025Q4: 41,940 shares 41,940 $2.25M 0.1% +2,717 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,868 shares 28,868 $2.25M 0.1% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,266 shares; 2025Q2: 48,680 shares; 2025Q3: 56,297 shares; 2025Q4: 68,611 shares 68,611 $2.23M 0.1% +12,314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,947 shares; 2025Q1: 5,735 shares; 2025Q2: 23,860 shares; 2025Q3: 48,675 shares; 2025Q4: 48,512 shares 48,512 $2.23M 0.1% -163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,424 shares; 2024Q4: 19,802 shares; 2025Q1: 21,948 shares; 2025Q2: 20,597 shares; 2025Q3: 22,121 shares; 2025Q4: 21,730 shares 21,730 $2.22M 0.1% -391 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,662 shares; 2025Q1: 5,076 shares; 2025Q2: 5,562 shares; 2025Q3: 6,491 shares; 2025Q4: 6,254 shares 6,254 $2.21M 0.1% -237 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,129 shares; 2024Q4: 17,256 shares; 2025Q1: 20,059 shares; 2025Q2: 18,268 shares; 2025Q3: 19,024 shares; 2025Q4: 18,594 shares 18,594 $2.17M 0.1% -430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,437 shares; 2024Q4: 14,098 shares; 2025Q1: 16,742 shares; 2025Q2: 22,410 shares; 2025Q3: 31,845 shares; 2025Q4: 30,940 shares 30,940 $2.16M 0.1% -905 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: 12,123 shares; 2025Q1: 16,716 shares; 2025Q2: 18,199 shares; 2025Q3: 26,047 shares; 2025Q4: 21,601 shares 21,601 $2.14M 0.1% -4,446 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 5,791 shares; 2025Q1: 16,043 shares; 2025Q2: 15,503 shares; 2025Q3: 18,133 shares; 2025Q4: 21,313 shares 21,313 $2.14M 0.1% +3,180 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,622 shares 142,622 $2.14M 0.1% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,528 shares; 2024Q4: 37,112 shares; 2025Q1: 40,883 shares; 2025Q2: 54,257 shares; 2025Q3: 68,914 shares; 2025Q4: 72,590 shares 72,590 $2.13M 0.1% +3,676 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,897 shares; 2024Q4: 24,791 shares; 2025Q1: 23,888 shares; 2025Q2: 24,243 shares; 2025Q3: 24,258 shares; 2025Q4: 24,702 shares 24,702 $2.13M 0.1% +444 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,561 shares; 2025Q1: 19,094 shares; 2025Q2: 18,506 shares; 2025Q3: 19,958 shares; 2025Q4: 19,308 shares 19,308 $2.12M 0.1% -650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,221 shares; 2024Q4: 141,816 shares; 2025Q1: 40,699 shares; 2025Q2: 32,084 shares; 2025Q3: 34,285 shares; 2025Q4: 37,199 shares 37,199 $2.11M 0.1% +2,914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 20,521 shares; 2025Q1: 29,016 shares; 2025Q2: 25,101 shares; 2025Q3: 38,182 shares; 2025Q4: 38,016 shares 38,016 $2.09M 0.1% -166 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 16,178 shares; 2025Q1: 2,698 shares; 2025Q2: 3,961 shares; 2025Q3: 23,145 shares; 2025Q4: 23,069 shares 23,069 $2.06M 0.1% -76 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,012 shares; 2025Q1: 817 shares; 2025Q2: 1,538 shares; 2025Q3: 4,632 shares; 2025Q4: 5,506 shares 5,506 $2.06M 0.1% +874 Timeline PINK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,281 shares; 2024Q4: 81,004 shares; 2025Q1: 38,325 shares; 2025Q2: 39,593 shares; 2025Q3: 40,553 shares; 2025Q4: 56,155 shares 56,155 $2.06M 0.1% +15,602 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 6,981 shares; 2025Q1: 5,720 shares; 2025Q2: not reported; 2025Q3: 7,451 shares; 2025Q4: 18,541 shares 18,541 $2.04M 0.09% +11,090 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,463 shares; 2024Q4: 24,963 shares; 2025Q1: 33,253 shares; 2025Q2: 31,790 shares; 2025Q3: 33,318 shares; 2025Q4: 54,010 shares 54,010 $1.99M 0.09% +20,692 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,535 shares; 2024Q4: 47,820 shares; 2025Q1: 60,388 shares; 2025Q2: 74,872 shares; 2025Q3: 80,306 shares; 2025Q4: 84,029 shares 84,029 $1.99M 0.09% +3,723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,576 shares; 2025Q1: 7,876 shares; 2025Q2: 7,787 shares; 2025Q3: 23,012 shares; 2025Q4: 24,531 shares 24,531 $1.97M 0.09% +1,519 Timeline RSPH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,706 shares; 2025Q1: 61,268 shares; 2025Q2: 59,345 shares; 2025Q3: 61,067 shares; 2025Q4: 60,429 shares 60,429 $1.92M 0.09% -638 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 6,583 shares; 2025Q1: 11,791 shares; 2025Q2: 12,831 shares; 2025Q3: 15,966 shares; 2025Q4: 15,515 shares 15,515 $1.9M 0.09% -451 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,553 shares; 2025Q3: 387,578 shares; 2025Q4: 95,615 shares 95,615 $1.89M 0.09% -291,963 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 14,297 shares; 2025Q1: 17,073 shares; 2025Q2: 22,304 shares; 2025Q3: 32,363 shares; 2025Q4: 36,645 shares 36,645 $1.86M 0.09% +4,282 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 7,037 shares; 2025Q1: 5,948 shares; 2025Q2: 9,270 shares; 2025Q3: 21,886 shares; 2025Q4: 20,756 shares 20,756 $1.86M 0.09% -1,130 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 11,341 shares; 2025Q1: 16,843 shares; 2025Q2: 17,641 shares; 2025Q3: 23,650 shares; 2025Q4: 21,570 shares 21,570 $1.85M 0.09% -2,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 3,991 shares; 2025Q1: 3,822 shares; 2025Q2: 3,632 shares; 2025Q3: 4,095 shares; 2025Q4: 4,481 shares 4,481 $1.85M 0.09% +386 Timeline CGCP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,147 shares; 2024Q4: 64,365 shares; 2025Q1: 70,689 shares; 2025Q2: 68,419 shares; 2025Q3: 80,994 shares; 2025Q4: 80,358 shares 80,358 $1.82M 0.08% -636 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 9,030 shares; 2025Q1: 9,550 shares; 2025Q2: 9,708 shares; 2025Q3: 10,142 shares; 2025Q4: 9,851 shares 9,851 $1.82M 0.08% -291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,374 shares; 2025Q1: 1,608 shares; 2025Q2: 1,552 shares; 2025Q3: 2,401 shares; 2025Q4: 2,760 shares 2,760 $1.8M 0.08% +359 Timeline XDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,294 shares; 2025Q1: 102,294 shares; 2025Q2: 102,294 shares; 2025Q3: 102,142 shares; 2025Q4: 44,027 shares 44,027 $1.8M 0.08% -58,115 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 9,066 shares; 2025Q1: 10,203 shares; 2025Q2: 15,049 shares; 2025Q3: 40,553 shares; 2025Q4: 38,464 shares 38,464 $1.79M 0.08% -2,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 5,106 shares; 2025Q1: 6,149 shares; 2025Q2: 4,752 shares; 2025Q3: 16,499 shares; 2025Q4: 18,013 shares 18,013 $1.79M 0.08% +1,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 5,638 shares; 2025Q1: 5,582 shares; 2025Q2: 5,346 shares; 2025Q3: 5,164 shares; 2025Q4: 4,533 shares 4,533 $1.79M 0.08% -631 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 7,798 shares; 2025Q1: 8,117 shares; 2025Q2: 8,094 shares; 2025Q3: 11,246 shares; 2025Q4: 10,420 shares 10,420 $1.78M 0.08% -826 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,983 shares; 2025Q1: 2,359 shares; 2025Q2: 2,734 shares; 2025Q3: 3,613 shares; 2025Q4: 3,676 shares 3,676 $1.78M 0.08% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,396 shares; 2024Q4: 53,776 shares; 2025Q1: 48,485 shares; 2025Q2: 58,181 shares; 2025Q3: 59,499 shares; 2025Q4: 55,242 shares 55,242 $1.77M 0.08% -4,257 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,298 shares; 2025Q1: 6,658 shares; 2025Q2: 9,097 shares; 2025Q3: 18,828 shares; 2025Q4: 16,753 shares 16,753 $1.76M 0.08% -2,075 Timeline RSPF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,822 shares; 2025Q1: 21,734 shares; 2025Q2: 21,807 shares; 2025Q3: 22,304 shares; 2025Q4: 22,359 shares 22,359 $1.76M 0.08% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 3,519 shares; 2025Q1: 3,439 shares; 2025Q2: 2,972 shares; 2025Q3: 6,853 shares; 2025Q4: 7,929 shares 7,929 $1.74M 0.08% +1,076 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,545 shares; 2025Q2: 64,656 shares; 2025Q3: 65,095 shares; 2025Q4: 65,850 shares 65,850 $1.73M 0.08% +755 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,147 shares; 2025Q1: 35,070 shares; 2025Q2: 40,749 shares; 2025Q3: 40,898 shares; 2025Q4: 37,023 shares 37,023 $1.73M 0.08% -3,875 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,054 shares; 2025Q1: 2,991 shares; 2025Q2: 1,553 shares; 2025Q3: 1,881 shares; 2025Q4: 1,952 shares 1,952 $1.72M 0.08% +71 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 17,919 shares; 2025Q1: 19,754 shares; 2025Q2: 21,015 shares; 2025Q3: 21,835 shares; 2025Q4: 21,483 shares 21,483 $1.72M 0.08% -352 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 13,961 shares; 2025Q1: 13,883 shares; 2025Q2: 14,409 shares; 2025Q3: 14,309 shares; 2025Q4: 14,361 shares 14,361 $1.71M 0.08% +52 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 12,497 shares; 2025Q1: 11,743 shares; 2025Q2: 12,071 shares; 2025Q3: 11,671 shares; 2025Q4: 18,551 shares 18,551 $1.7M 0.08% +6,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,939 shares; 2024Q4: 43,123 shares; 2025Q1: 11,764 shares; 2025Q2: 9,170 shares; 2025Q3: 33,093 shares; 2025Q4: 33,198 shares 33,198 $1.7M 0.08% +105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 5,580 shares; 2025Q1: 6,066 shares; 2025Q2: 5,822 shares; 2025Q3: 6,132 shares; 2025Q4: 5,611 shares 5,611 $1.69M 0.08% -521 Timeline XSMO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 22,158 shares; 2025Q1: 21,392 shares; 2025Q2: 21,403 shares; 2025Q3: 23,673 shares; 2025Q4: 23,482 shares 23,482 $1.69M 0.08% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,977 shares; 2025Q1: 2,838 shares; 2025Q2: 2,280 shares; 2025Q3: 3,146 shares; 2025Q4: 2,976 shares 2,976 $1.69M 0.08% -170 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,734 shares; 2024Q4: 25,038 shares; 2025Q1: 29,584 shares; 2025Q2: 30,891 shares; 2025Q3: 32,852 shares; 2025Q4: 34,473 shares 34,473 $1.68M 0.08% +1,621 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,074 shares; 2024Q4: 26,475 shares; 2025Q1: 27,960 shares; 2025Q2: 27,630 shares; 2025Q3: 27,872 shares; 2025Q4: 27,787 shares 27,787 $1.67M 0.08% -85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,278 shares; 2025Q1: 6,177 shares; 2025Q2: 5,573 shares; 2025Q3: 5,889 shares; 2025Q4: 5,765 shares 5,765 $1.66M 0.08% -124 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,550 shares; 2025Q1: 48,600 shares; 2025Q2: 46,900 shares; 2025Q3: 47,600 shares; 2025Q4: 47,600 shares 47,600 $1.65M 0.08% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,618 shares; 2025Q2: 13,665 shares; 2025Q3: 30,516 shares; 2025Q4: 46,782 shares 46,782 $1.65M 0.08% +16,266 Timeline PCY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,822 shares; 2025Q3: 65,797 shares; 2025Q4: 75,000 shares 75,000 $1.62M 0.08% +9,203 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 8,069 shares; 2025Q1: 8,674 shares; 2025Q2: 8,740 shares; 2025Q3: 16,484 shares; 2025Q4: 16,858 shares 16,858 $1.62M 0.08% +374 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,368 shares; 2024Q4: 35,591 shares; 2025Q1: 37,950 shares; 2025Q2: 8,197 shares; 2025Q3: 19,700 shares; 2025Q4: 21,725 shares 21,725 $1.61M 0.07% +2,025 Timeline SHYM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 10,083 shares; 2025Q1: 10,527 shares; 2025Q2: 10,902 shares; 2025Q3: 70,745 shares; 2025Q4: 71,470 shares 71,470 $1.59M 0.07% +725 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,862 shares; 2025Q1: 1,807 shares; 2025Q2: 2,667 shares; 2025Q3: 2,618 shares; 2025Q4: 10,394 shares 10,394 $1.58M 0.07% +7,776 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,399 shares; 2025Q1: 40,136 shares; 2025Q2: 40,388 shares; 2025Q3: 53,854 shares; 2025Q4: 54,223 shares 54,223 $1.58M 0.07% +369 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,009 shares; 2025Q4: 32,967 shares 32,967 $1.55M 0.07% +1,958 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 10,027 shares; 2025Q1: 9,872 shares; 2025Q2: 9,244 shares; 2025Q3: 10,878 shares; 2025Q4: 11,006 shares 11,006 $1.55M 0.07% +128 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 11,382 shares; 2025Q1: 11,879 shares; 2025Q2: 12,787 shares; 2025Q3: 16,319 shares; 2025Q4: 16,247 shares 16,247 $1.52M 0.07% -72 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,808 shares; 2024Q4: 29,335 shares; 2025Q1: 30,781 shares; 2025Q2: 31,416 shares; 2025Q3: 28,602 shares; 2025Q4: 27,702 shares 27,702 $1.52M 0.07% -900 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,408 shares; 2025Q3: 10,678 shares; 2025Q4: 8,857 shares 8,857 $1.52M 0.07% -1,821 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.07% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,233 shares; 2025Q1: 5,088 shares; 2025Q2: 5,707 shares; 2025Q3: 15,676 shares; 2025Q4: 12,709 shares 12,709 $1.5M 0.07% -2,967 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 640,710 shares; 2025Q1: 4,374 shares; 2025Q2: 4,703 shares; 2025Q3: 11,828 shares; 2025Q4: 15,350 shares 15,350 $1.48M 0.07% +3,522 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,063 shares; 2024Q4: 44,976 shares; 2025Q1: 49,496 shares; 2025Q2: 49,455 shares; 2025Q3: 51,823 shares; 2025Q4: 53,856 shares 53,856 $1.47M 0.07% +2,033 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,797 shares; 2025Q1: 2,921 shares; 2025Q2: 3,156 shares; 2025Q3: 6,689 shares; 2025Q4: 7,024 shares 7,024 $1.47M 0.07% +335 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 3,519 shares; 2025Q1: 4,245 shares; 2025Q2: 4,121 shares; 2025Q3: 6,180 shares; 2025Q4: 5,540 shares 5,540 $1.47M 0.07% -640 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,707 shares; 2024Q4: 14,045 shares; 2025Q1: 16,737 shares; 2025Q2: 15,973 shares; 2025Q3: 16,694 shares; 2025Q4: 25,700 shares 25,700 $1.45M 0.07% +9,006 Timeline CGMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,962 shares; 2024Q4: 46,047 shares; 2025Q1: 48,810 shares; 2025Q2: 49,114 shares; 2025Q3: 51,797 shares; 2025Q4: 52,386 shares 52,386 $1.45M 0.07% +589 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,042 shares; 2025Q2: 22,891 shares; 2025Q3: 41,826 shares; 2025Q4: 44,296 shares 44,296 $1.43M 0.07% +2,470 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,769 shares; 2024Q4: 47,695 shares; 2025Q1: 29,055 shares; 2025Q2: 27,336 shares; 2025Q3: 68,376 shares; 2025Q4: 36,878 shares 36,878 $1.43M 0.07% -31,498 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,488 shares; 2025Q2: 6,657 shares; 2025Q3: 10,887 shares; 2025Q4: 11,459 shares 11,459 $1.42M 0.07% +572 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 18,351 shares; 2025Q1: 15,139 shares; 2025Q2: 13,165 shares; 2025Q3: 13,664 shares; 2025Q4: 13,226 shares 13,226 $1.42M 0.07% -438 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,631 shares; 2024Q4: 31,952 shares; 2025Q1: 43,145 shares; 2025Q2: 50,333 shares; 2025Q3: 49,268 shares; 2025Q4: 33,700 shares 33,700 $1.4M 0.06% -15,568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,286 shares; 2025Q3: 37,653 shares; 2025Q4: 38,449 shares 38,449 $1.39M 0.06% +796 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 25,658 shares; 2025Q1: 28,656 shares; 2025Q2: 27,435 shares; 2025Q3: 43,401 shares; 2025Q4: 55,678 shares 55,678 $1.39M 0.06% +12,277 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 2,509 shares; 2025Q1: 3,063 shares; 2025Q2: 2,506 shares; 2025Q3: 3,307 shares; 2025Q4: 4,203 shares 4,203 $1.38M 0.06% +896 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 6,562 shares; 2025Q1: 7,213 shares; 2025Q2: 6,082 shares; 2025Q3: 13,112 shares; 2025Q4: 13,702 shares 13,702 $1.37M 0.06% +590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 9,494 shares; 2025Q1: 12,027 shares; 2025Q2: 8,582 shares; 2025Q3: 14,185 shares; 2025Q4: 14,558 shares 14,558 $1.36M 0.06% +373 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,117 shares; 2025Q3: 30,222 shares; 2025Q4: 27,125 shares 27,125 $1.36M 0.06% -3,097 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,320 shares; 2025Q1: 12,749 shares; 2025Q2: 12,022 shares; 2025Q3: 11,421 shares; 2025Q4: 11,670 shares 11,670 $1.35M 0.06% +249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 24,047 shares; 2025Q1: 25,774 shares; 2025Q2: 25,629 shares; 2025Q3: 26,523 shares; 2025Q4: 26,481 shares 26,481 $1.35M 0.06% -42 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,133 shares; 2024Q4: 48,940 shares; 2025Q1: 54,196 shares; 2025Q2: 51,390 shares; 2025Q3: 53,392 shares; 2025Q4: 54,120 shares 54,120 $1.35M 0.06% +728 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 11,186 shares; 2025Q1: 12,101 shares; 2025Q2: 13,087 shares; 2025Q3: 16,692 shares; 2025Q4: 28,953 shares 28,953 $1.35M 0.06% +12,261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,936 shares; 2025Q1: 7,600 shares; 2025Q2: 6,794 shares; 2025Q3: 11,382 shares; 2025Q4: 11,366 shares 11,366 $1.33M 0.06% -16 Timeline RSPU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,506 shares; 2024Q4: 4,679 shares; 2025Q1: 7,911 shares; 2025Q2: 16,381 shares; 2025Q3: 16,496 shares; 2025Q4: 17,692 shares 17,692 $1.32M 0.06% +1,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,260 shares; 2025Q2: 26,446 shares; 2025Q3: 34,249 shares; 2025Q4: 34,460 shares 34,460 $1.32M 0.06% +211 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 7,422 shares; 2025Q1: 8,704 shares; 2025Q2: 8,623 shares; 2025Q3: 10,314 shares; 2025Q4: 10,380 shares 10,380 $1.31M 0.06% +66 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: 3,616 shares; 2025Q2: 10,814 shares; 2025Q3: 11,284 shares; 2025Q4: 9,522 shares 9,522 $1.31M 0.06% -1,762 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 4,604 shares 4,604 $1.31M 0.06% +924 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,341 shares; 2025Q1: 8,608 shares; 2025Q2: 9,215 shares; 2025Q3: 11,830 shares; 2025Q4: 10,617 shares 10,617 $1.29M 0.06% -1,213 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,783 shares; 2025Q1: 9,381 shares; 2025Q2: 9,719 shares; 2025Q3: 9,322 shares; 2025Q4: 9,084 shares 9,084 $1.29M 0.06% -238 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,262 shares; 2024Q4: 21,509 shares; 2025Q1: 17,573 shares; 2025Q2: 16,686 shares; 2025Q3: 18,472 shares; 2025Q4: 18,527 shares 18,527 $1.29M 0.06% +55 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,007 shares; 2024Q4: 34,215 shares; 2025Q1: 30,258 shares; 2025Q2: 31,502 shares; 2025Q3: 36,896 shares; 2025Q4: 36,974 shares 36,974 $1.28M 0.06% +78 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 44,488 shares; 2025Q1: not reported; 2025Q2: 82,748 shares; 2025Q3: 100,726 shares; 2025Q4: 105,590 shares 105,590 $1.28M 0.06% +4,864 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,591 shares; 2024Q4: 222,489 shares; 2025Q1: 207,254 shares; 2025Q2: 261,913 shares; 2025Q3: 281,468 shares; 2025Q4: 202,130 shares 202,130 $1.27M 0.06% -79,338 Timeline FXU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,844 shares; 2025Q1: 9,940 shares; 2025Q2: 25,350 shares; 2025Q3: 25,500 shares; 2025Q4: 27,701 shares 27,701 $1.25M 0.06% +2,201 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,212 shares; 2024Q4: 27,955 shares; 2025Q1: 29,253 shares; 2025Q2: 27,394 shares; 2025Q3: 37,332 shares; 2025Q4: 38,243 shares 38,243 $1.24M 0.06% +911 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,121 shares; 2025Q4: 50,094 shares 50,094 $1.23M 0.06% +26,973 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,416 shares; 2025Q4: 35,286 shares 35,286 $1.23M 0.06% +26,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,113 shares; 2024Q4: 12,352 shares; 2025Q1: 13,932 shares; 2025Q2: 12,954 shares; 2025Q3: 16,560 shares; 2025Q4: 10,795 shares 10,795 $1.23M 0.06% -5,765 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,202 shares 53,202 $1.23M 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 844 shares; 2025Q1: 945 shares; 2025Q2: 898 shares; 2025Q3: 2,251 shares; 2025Q4: 2,134 shares 2,134 $1.22M 0.06% -117 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 4,923 shares; 2025Q1: 4,410 shares; 2025Q2: 4,156 shares; 2025Q3: 17,753 shares; 2025Q4: 18,377 shares 18,377 $1.19M 0.06% +624 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 3,081 shares; 2025Q1: 3,225 shares; 2025Q2: 3,494 shares; 2025Q3: 5,730 shares; 2025Q4: 6,714 shares 6,714 $1.19M 0.06% +984 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 7,402 shares; 2025Q1: 9,395 shares; 2025Q2: 12,415 shares; 2025Q3: 17,117 shares; 2025Q4: 18,596 shares 18,596 $1.18M 0.05% +1,479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 2,041 shares 2,041 $1.18M 0.05% +1,091 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 5,281 shares; 2025Q1: 5,686 shares; 2025Q2: 26,837 shares; 2025Q3: 21,449 shares; 2025Q4: 13,506 shares 13,506 $1.18M 0.05% -7,943 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 1,502 shares; 2025Q3: 2,484 shares; 2025Q4: 1,745 shares 1,745 $1.18M 0.05% -739 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 262,357 shares; 2025Q1: 27,161 shares; 2025Q2: not reported; 2025Q3: 10,226 shares; 2025Q4: 13,470 shares 13,470 $1.17M 0.05% +3,244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,477 shares; 2024Q4: 11,791 shares; 2025Q1: 11,809 shares; 2025Q2: 12,061 shares; 2025Q3: 12,839 shares; 2025Q4: 12,067 shares 12,067 $1.17M 0.05% -772 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,143 shares; 2024Q4: 8,055 shares; 2025Q1: 8,571 shares; 2025Q2: 8,567 shares; 2025Q3: 11,914 shares; 2025Q4: 12,352 shares 12,352 $1.17M 0.05% +438 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 11,519 shares; 2025Q1: 15,967 shares; 2025Q2: 18,177 shares; 2025Q3: 21,165 shares; 2025Q4: 20,567 shares 20,567 $1.16M 0.05% -598 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,504 shares; 2024Q4: 35,033 shares; 2025Q1: 49,164 shares; 2025Q2: 54,578 shares; 2025Q3: 88,730 shares; 2025Q4: 89,228 shares 89,228 $1.15M 0.05% +498 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,101 shares; 2025Q4: 113,054 shares 113,054 $1.15M 0.05% -1,047 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 5,010 shares; 2025Q1: 7,912 shares; 2025Q2: 6,108 shares; 2025Q3: 6,979 shares; 2025Q4: 6,428 shares 6,428 $1.14M 0.05% -551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 2,669 shares; 2025Q2: 3,585 shares; 2025Q3: 7,888 shares; 2025Q4: 7,318 shares 7,318 $1.14M 0.05% -570 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,972 shares; 2024Q4: 37,316 shares; 2025Q1: 38,671 shares; 2025Q2: 44,477 shares; 2025Q3: 50,801 shares; 2025Q4: 48,472 shares 48,472 $1.13M 0.05% -2,329 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: 4,730 shares; 2025Q3: 14,819 shares; 2025Q4: 13,213 shares 13,213 $1.13M 0.05% -1,606 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,900 shares; 2025Q1: 2,129 shares; 2025Q2: 2,012 shares; 2025Q3: 3,479 shares; 2025Q4: 3,994 shares 3,994 $1.11M 0.05% +515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 8,055 shares; 2025Q1: 12,095 shares; 2025Q2: 11,872 shares; 2025Q3: 14,949 shares; 2025Q4: 14,045 shares 14,045 $1.11M 0.05% -904 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 9,426 shares; 2025Q1: 12,186 shares; 2025Q2: 12,242 shares; 2025Q3: 15,443 shares; 2025Q4: 13,533 shares 13,533 $1.11M 0.05% -1,910 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,275 shares; 2025Q1: 6,939 shares; 2025Q2: 6,862 shares; 2025Q3: 7,997 shares; 2025Q4: 7,909 shares 7,909 $1.1M 0.05% -88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 10,102 shares; 2025Q1: 10,670 shares; 2025Q2: 10,976 shares; 2025Q3: 10,604 shares; 2025Q4: 10,117 shares 10,117 $1.1M 0.05% -487 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,770 shares; 2025Q4: 5,653 shares 5,653 $1.09M 0.05% +883 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,843 shares; 2025Q1: 3,533 shares; 2025Q2: 2,988 shares; 2025Q3: 6,419 shares; 2025Q4: 9,063 shares 9,063 $1.09M 0.05% +2,644 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,489 shares; 2025Q1: 7,990 shares; 2025Q2: 7,135 shares; 2025Q3: 8,502 shares; 2025Q4: 8,298 shares 8,298 $1.09M 0.05% -204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,103 shares; 2025Q4: 16,781 shares 16,781 $1.09M 0.05% +5,678 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 6,748 shares; 2025Q1: 8,623 shares; 2025Q2: 7,024 shares; 2025Q3: 7,385 shares; 2025Q4: 7,392 shares 7,392 $1.08M 0.05% +7 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,366 shares; 2025Q4: 31,092 shares 31,092 $1.08M 0.05% -5,274 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,100 shares; 2025Q3: 8,207 shares; 2025Q4: 8,308 shares 8,308 $1.08M 0.05% +101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 11,525 shares; 2025Q1: 10,292 shares; 2025Q2: 9,151 shares; 2025Q3: 10,726 shares; 2025Q4: 13,972 shares 13,972 $1.08M 0.05% +3,246 Timeline AVDE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 13,861 shares; 2025Q1: 8,739 shares; 2025Q2: 8,554 shares; 2025Q3: 13,068 shares; 2025Q4: 13,064 shares 13,064 $1.08M 0.05% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,583 shares; 2025Q4: 24,252 shares 24,252 $1.08M 0.05% +1,669 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,769 shares; 2025Q1: 1,813 shares; 2025Q2: 1,792 shares; 2025Q3: 2,535 shares; 2025Q4: 3,067 shares 3,067 $1.07M 0.05% +532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 15,121 shares; 2025Q1: 18,022 shares; 2025Q2: 23,486 shares; 2025Q3: 26,378 shares; 2025Q4: 26,388 shares 26,388 $1.07M 0.05% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,673 shares; 2025Q1: 3,263 shares; 2025Q2: 3,922 shares; 2025Q3: 5,833 shares; 2025Q4: 8,975 shares 8,975 $1.07M 0.05% +3,142 Timeline VGK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,855 shares; 2024Q4: 17,439 shares; 2025Q1: 15,334 shares; 2025Q2: 13,779 shares; 2025Q3: 13,495 shares; 2025Q4: 12,731 shares 12,731 $1.06M 0.05% -764 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 960 shares; 2025Q2: 949 shares; 2025Q3: 1,074 shares; 2025Q4: 994 shares 994 $1.06M 0.05% -80 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,647 shares; 2024Q4: 68,333 shares; 2025Q1: 172,900 shares; 2025Q2: 74,093 shares; 2025Q3: 91,779 shares; 2025Q4: 92,227 shares 92,227 $1.06M 0.05% +448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,336 shares; 2025Q1: 6,944 shares; 2025Q2: 11,570 shares; 2025Q3: 17,095 shares; 2025Q4: 17,447 shares 17,447 $1.06M 0.05% +352 Timeline PZA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,487 shares; 2024Q4: 38,426 shares; 2025Q1: 46,027 shares; 2025Q2: 45,016 shares; 2025Q3: 45,269 shares; 2025Q4: 45,314 shares 45,314 $1.05M 0.05% +45 Timeline QCJL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,838 shares; 2025Q1: 30,613 shares; 2025Q2: 30,613 shares; 2025Q3: 44,405 shares; 2025Q4: 43,941 shares 43,941 $1.04M 0.05% -464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,518 shares; 2024Q4: 79,424 shares; 2025Q1: 79,405 shares; 2025Q2: 51,362 shares; 2025Q3: 54,969 shares; 2025Q4: 42,540 shares 42,540 $1.04M 0.05% -12,429 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,729 shares; 2025Q1: 3,631 shares; 2025Q2: 7,692 shares; 2025Q3: 74,584 shares; 2025Q4: 10,709 shares 10,709 $1.03M 0.05% -63,875 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,389 shares; 2025Q1: 7,257 shares; 2025Q2: 7,166 shares; 2025Q3: 7,166 shares; 2025Q4: 7,519 shares 7,519 $1.03M 0.05% +353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,203 shares; 2024Q4: 19,623 shares; 2025Q1: 17,095 shares; 2025Q2: 21,065 shares; 2025Q3: 29,921 shares; 2025Q4: 30,341 shares 30,341 $1.03M 0.05% +420 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,663 shares; 2024Q4: 51,846 shares; 2025Q1: 57,201 shares; 2025Q2: 48,853 shares; 2025Q3: 48,202 shares; 2025Q4: 42,041 shares 42,041 $1.02M 0.05% -6,161 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 4,964 shares; 2025Q1: 12,882 shares; 2025Q2: 13,892 shares; 2025Q3: 15,554 shares; 2025Q4: 10,756 shares 10,756 $1.01M 0.05% -4,798 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,561 shares; 2025Q1: 36,422 shares; 2025Q2: 36,422 shares; 2025Q3: 37,848 shares; 2025Q4: 37,659 shares 37,659 $1.01M 0.05% -189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,739 shares; 2025Q3: 33,969 shares; 2025Q4: 31,495 shares 31,495 $1M 0.05% -2,474 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,869 shares; 2025Q4: 24,918 shares 24,918 $1M 0.05% +6,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,416 shares; 2024Q4: 20,724 shares; 2025Q1: 23,359 shares; 2025Q2: 21,343 shares; 2025Q3: 20,629 shares; 2025Q4: 22,094 shares 22,094 $1M 0.05% +1,465 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,232 shares; 2024Q4: 37,014 shares; 2025Q1: 36,884 shares; 2025Q2: 34,947 shares; 2025Q3: 32,078 shares; 2025Q4: 16,897 shares 16,897 $995K 0.05% -15,181 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,232 shares; 2025Q4: 69,445 shares 69,445 $994K 0.05% +5,213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 10,040 shares; 2025Q1: 16,292 shares; 2025Q2: 20,763 shares; 2025Q3: 21,017 shares; 2025Q4: 19,161 shares 19,161 $992K 0.05% -1,856 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 1,162 shares; 2025Q4: 1,224 shares 1,224 $991K 0.05% +62 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,517 shares; 2024Q4: 29,817 shares; 2025Q1: 29,667 shares; 2025Q2: 29,678 shares; 2025Q3: 29,616 shares; 2025Q4: 29,715 shares 29,715 $990K 0.05% +99 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 671 shares; 2025Q1: 761 shares; 2025Q2: 600 shares; 2025Q3: 1,160 shares; 2025Q4: 6,462 shares 6,462 $990K 0.05% +5,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,944 shares; 2025Q1: 4,908 shares; 2025Q2: 5,308 shares; 2025Q3: 11,434 shares; 2025Q4: 11,971 shares 11,971 $988K 0.05% +537 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,613 shares; 2025Q1: 6,849 shares; 2025Q2: 6,581 shares; 2025Q3: 8,167 shares; 2025Q4: 9,529 shares 9,529 $987K 0.05% +1,362 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 22,801 shares 22,801 $986K 0.05% +17,655 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 17,841 shares; 2025Q1: 34,311 shares; 2025Q2: 18,384 shares; 2025Q3: 36,725 shares; 2025Q4: 33,061 shares 33,061 $979K 0.05% -3,664 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,519 shares; 2025Q4: 38,168 shares 38,168 $977K 0.05% -1,351 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,199 shares; 2025Q1: 2,699 shares; 2025Q2: 1,348 shares; 2025Q3: 2,738 shares; 2025Q4: 2,641 shares 2,641 $977K 0.05% -97 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 33,493 shares; 2025Q1: 33,901 shares; 2025Q2: 34,041 shares; 2025Q3: 38,319 shares; 2025Q4: 40,563 shares 40,563 $975K 0.05% +2,244 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 5,393 shares; 2025Q1: 7,028 shares; 2025Q2: 5,816 shares; 2025Q3: 6,958 shares; 2025Q4: 7,693 shares 7,693 $964K 0.04% +735 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,961 shares; 2025Q4: 41,023 shares 41,023 $962K 0.04% -3,938 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,366 shares; 2025Q3: 8,602 shares; 2025Q4: 9,618 shares 9,618 $960K 0.04% +1,016 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,428 shares; 2025Q4: 6,961 shares 6,961 $941K 0.04% +1,533 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 525 shares; 2025Q1: 700 shares; 2025Q2: 572 shares; 2025Q3: 1,121 shares; 2025Q4: 1,130 shares 1,130 $926K 0.04% +9 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,387 shares 3,387 $925K 0.04% +195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 1,317 shares; 2025Q3: 3,033 shares; 2025Q4: 2,179 shares 2,179 $919K 0.04% -854 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,916 shares; 2025Q1: 9,153 shares; 2025Q2: 8,433 shares; 2025Q3: 18,403 shares; 2025Q4: 33,251 shares 33,251 $914K 0.04% +14,848 Timeline GCOR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 9,992 shares; 2025Q1: 9,015 shares; 2025Q2: 13,528 shares; 2025Q3: 19,916 shares; 2025Q4: 21,996 shares 21,996 $913K 0.04% +2,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,304 shares; 2024Q4: 42,752 shares; 2025Q1: 36,751 shares; 2025Q2: 51,816 shares; 2025Q3: 52,554 shares; 2025Q4: 55,058 shares 55,058 $908K 0.04% +2,504 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 11,981 shares; 2025Q1: 17,367 shares; 2025Q2: 18,099 shares; 2025Q3: 19,408 shares; 2025Q4: 18,774 shares 18,774 $903K 0.04% -634 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,417 shares; 2025Q1: 4,820 shares; 2025Q2: 7,234 shares; 2025Q3: 9,107 shares; 2025Q4: 9,209 shares 9,209 $900K 0.04% +102 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 26,615 shares; 2025Q1: 28,965 shares; 2025Q2: 28,089 shares; 2025Q3: 31,352 shares; 2025Q4: 33,038 shares 33,038 $899K 0.04% +1,686 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,316 shares; 2024Q4: 33,329 shares; 2025Q1: 33,321 shares; 2025Q2: 33,323 shares; 2025Q3: 33,743 shares; 2025Q4: 34,069 shares 34,069 $898K 0.04% +326 Timeline XLG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 9,227 shares; 2025Q1: 12,195 shares; 2025Q2: 12,433 shares; 2025Q3: 19,981 shares; 2025Q4: 15,136 shares 15,136 $897K 0.04% -4,845 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,409 shares; 2025Q4: 11,027 shares 11,027 $889K 0.04% -15,382 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307,114 shares; 2025Q4: 269,964 shares 269,964 $883K 0.04% -37,150 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,304 shares; 2025Q1: 2,153 shares; 2025Q2: 2,154 shares; 2025Q3: 2,373 shares; 2025Q4: 2,714 shares 2,714 $877K 0.04% +341 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 8,557 shares; 2025Q4: 12,257 shares 12,257 $876K 0.04% +3,700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,269 shares; 2025Q1: 3,232 shares; 2025Q2: 3,289 shares; 2025Q3: 7,607 shares; 2025Q4: 7,595 shares 7,595 $876K 0.04% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,397 shares; 2025Q2: 2,489 shares; 2025Q3: 6,730 shares; 2025Q4: 3,596 shares 3,596 $871K 0.04% -3,134 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,470 shares; 2025Q1: 10,526 shares; 2025Q2: 11,235 shares; 2025Q3: 28,960 shares; 2025Q4: 17,323 shares 17,323 $871K 0.04% -11,637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 305 shares; 2025Q1: 420 shares; 2025Q2: 441 shares; 2025Q3: 904 shares; 2025Q4: 801 shares 801 $857K 0.04% -103 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,001 shares; 2024Q4: 25,001 shares; 2025Q1: 26,201 shares; 2025Q2: 25,821 shares; 2025Q3: 30,687 shares; 2025Q4: 30,218 shares 30,218 $848K 0.04% -469 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,962 shares; 2024Q4: 47,020 shares; 2025Q1: 33,530 shares; 2025Q2: 52,272 shares; 2025Q3: 57,983 shares; 2025Q4: 57,199 shares 57,199 $847K 0.04% -784 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 22,913 shares; 2025Q1: 21,673 shares; 2025Q2: 21,516 shares; 2025Q3: 27,824 shares; 2025Q4: 28,878 shares 28,878 $846K 0.04% +1,054 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,816 shares; 2025Q4: 27,047 shares 27,047 $837K 0.04% -3,769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,469 shares; 2025Q2: 6,409 shares; 2025Q3: 17,487 shares; 2025Q4: 16,729 shares 16,729 $836K 0.04% -758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 2,532 shares; 2025Q1: 2,616 shares; 2025Q2: 2,850 shares; 2025Q3: 3,390 shares; 2025Q4: 3,430 shares 3,430 $827K 0.04% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,180 shares; 2025Q1: 3,070 shares; 2025Q2: 2,964 shares; 2025Q3: 7,435 shares; 2025Q4: 9,819 shares 9,819 $822K 0.04% +2,384 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,143 shares; 2024Q4: 8,148 shares; 2025Q1: 9,309 shares; 2025Q2: 10,245 shares; 2025Q3: 11,860 shares; 2025Q4: 22,352 shares 22,352 $818K 0.04% +10,492 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 12,228 shares; 2025Q1: 17,570 shares; 2025Q2: 11,683 shares; 2025Q3: 22,861 shares; 2025Q4: 16,367 shares 16,367 $816K 0.04% -6,494 Timeline AVLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,931 shares; 2024Q4: 11,846 shares; 2025Q1: 9,785 shares; 2025Q2: 11,372 shares; 2025Q3: 11,473 shares; 2025Q4: 10,759 shares 10,759 $815K 0.04% -714 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,356 shares; 2025Q1: 12,363 shares; 2025Q2: 13,558 shares; 2025Q3: 13,178 shares; 2025Q4: 13,579 shares 13,579 $815K 0.04% +401 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,539 shares; 2025Q4: 34,749 shares 34,749 $811K 0.04% +10,210 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 4,458 shares; 2025Q1: 3,313 shares; 2025Q2: 4,258 shares; 2025Q3: 5,256 shares; 2025Q4: 4,911 shares 4,911 $799K 0.04% -345 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,753 shares; 2025Q1: 9,675 shares; 2025Q2: 9,621 shares; 2025Q3: 8,727 shares; 2025Q4: 9,032 shares 9,032 $797K 0.04% +305 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,059 shares; 2025Q1: 1,166 shares; 2025Q2: 1,114 shares; 2025Q3: 1,499 shares; 2025Q4: 1,863 shares 1,863 $795K 0.04% +364 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 3,242 shares; 2025Q1: 3,702 shares; 2025Q2: 4,696 shares; 2025Q3: 3,729 shares; 2025Q4: 3,917 shares 3,917 $782K 0.04% +188 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,069 shares; 2024Q4: 16,270 shares; 2025Q1: 17,948 shares; 2025Q2: 18,259 shares; 2025Q3: 17,054 shares; 2025Q4: 17,188 shares 17,188 $781K 0.04% +134 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 5,698 shares; 2025Q1: 5,265 shares; 2025Q2: 5,844 shares; 2025Q3: 6,164 shares; 2025Q4: 6,049 shares 6,049 $781K 0.04% -115 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,889 shares 11,889 $778K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 5,019 shares 5,019 $768K 0.04% +1,748 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,797 shares; 2024Q4: 92,622 shares; 2025Q1: 93,327 shares; 2025Q2: 87,200 shares; 2025Q3: 87,188 shares; 2025Q4: 87,046 shares 87,046 $768K 0.04% -142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,571 shares; 2025Q1: 3,768 shares; 2025Q2: 3,694 shares; 2025Q3: 4,607 shares; 2025Q4: 4,129 shares 4,129 $766K 0.04% -478 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,338 shares; 2024Q4: 28,519 shares; 2025Q1: 31,871 shares; 2025Q2: 31,802 shares; 2025Q3: 31,488 shares; 2025Q4: 33,234 shares 33,234 $766K 0.04% +1,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,580 shares; 2025Q1: 9,878 shares; 2025Q2: 9,971 shares; 2025Q3: 12,213 shares; 2025Q4: 10,946 shares 10,946 $761K 0.04% -1,267 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,292 shares; 2025Q1: 4,525 shares; 2025Q2: 2,514 shares; 2025Q3: 8,509 shares; 2025Q4: 8,167 shares 8,167 $760K 0.04% -342 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,817 shares; 2024Q4: 4,450 shares; 2025Q1: 10,527 shares; 2025Q2: 10,533 shares; 2025Q3: 10,113 shares; 2025Q4: 4,715 shares 4,715 $755K 0.04% -5,398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,458 shares; 2025Q1: 1,757 shares; 2025Q2: 1,536 shares; 2025Q3: 2,161 shares; 2025Q4: 2,232 shares 2,232 $751K 0.03% +71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,923 shares; 2025Q4: 2,918 shares 2,918 $750K 0.03% -5 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,888 shares; 2025Q1: 5,457 shares; 2025Q2: 7,096 shares; 2025Q3: 15,172 shares; 2025Q4: 15,215 shares 15,215 $748K 0.03% +43 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 4,419 shares; 2025Q1: 4,852 shares; 2025Q2: 10,114 shares; 2025Q3: 12,432 shares; 2025Q4: 10,418 shares 10,418 $744K 0.03% -2,014 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,858 shares; 2025Q1: 5,058 shares; 2025Q2: 5,006 shares; 2025Q3: 5,015 shares; 2025Q4: 5,245 shares 5,245 $740K 0.03% +230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 16,900 shares; 2025Q2: 16,846 shares; 2025Q3: 17,473 shares; 2025Q4: 16,251 shares 16,251 $740K 0.03% -1,222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 28,331 shares; 2025Q4: 14,760 shares 14,760 $736K 0.03% -13,571 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,949 shares; 2024Q4: 57,932 shares; 2025Q1: 59,365 shares; 2025Q2: 56,310 shares; 2025Q3: 56,416 shares; 2025Q4: 57,863 shares 57,863 $735K 0.03% +1,447 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,774 shares; 2024Q4: 37,830 shares; 2025Q1: 48,113 shares; 2025Q2: 41,436 shares; 2025Q3: 42,695 shares; 2025Q4: 41,702 shares 41,702 $729K 0.03% -993 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,873 shares; 2025Q4: 24,006 shares 24,006 $725K 0.03% +10,133 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,729 shares; 2024Q4: 66,863 shares; 2025Q1: 69,675 shares; 2025Q2: 70,433 shares; 2025Q3: 70,712 shares; 2025Q4: 71,080 shares 71,080 $724K 0.03% +368 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,705 shares; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 6,007 shares; 2025Q4: 17,237 shares 17,237 $720K 0.03% +11,230 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,410 shares; 2025Q1: 17,377 shares; 2025Q2: 22,132 shares; 2025Q3: 22,900 shares; 2025Q4: 23,548 shares 23,548 $719K 0.03% +648 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,274 shares; 2025Q1: 4,448 shares; 2025Q2: 11,167 shares; 2025Q3: 11,157 shares; 2025Q4: 13,470 shares 13,470 $719K 0.03% +2,313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 4,532 shares; 2025Q1: 5,930 shares; 2025Q2: 4,622 shares; 2025Q3: 8,246 shares; 2025Q4: 8,121 shares 8,121 $719K 0.03% -125 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,092 shares; 2025Q4: 17,460 shares 17,460 $717K 0.03% -3,632 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 13,602 shares; 2025Q1: 13,837 shares; 2025Q2: 13,747 shares; 2025Q3: 13,632 shares; 2025Q4: 13,456 shares 13,456 $714K 0.03% -176 Timeline BINC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,794 shares; 2024Q4: 9,768 shares; 2025Q1: 8,876 shares; 2025Q2: 10,745 shares; 2025Q3: 13,200 shares; 2025Q4: 13,526 shares 13,526 $714K 0.03% +326 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,428 shares; 2025Q4: 15,194 shares 15,194 $711K 0.03% +1,766 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,584 shares; 2025Q2: 3,696 shares; 2025Q3: 9,610 shares; 2025Q4: 8,847 shares 8,847 $703K 0.03% -763 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,223 shares; 2025Q3: 18,111 shares; 2025Q4: 17,687 shares 17,687 $700K 0.03% -424 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 550 shares; 2025Q1: 506 shares; 2025Q2: 569 shares; 2025Q3: 692 shares; 2025Q4: 1,030 shares 1,030 $697K 0.03% +338 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 30,257 shares; 2025Q1: 1,961 shares; 2025Q2: not reported; 2025Q3: 4,592 shares; 2025Q4: 4,676 shares 4,676 $695K 0.03% +84 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,298 shares; 2025Q4: 19,404 shares 19,404 $692K 0.03% +9,106 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,482 shares; 2025Q1: 1,456 shares; 2025Q2: 1,462 shares; 2025Q3: 1,588 shares; 2025Q4: 1,553 shares 1,553 $690K 0.03% -35 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,417 shares; 2024Q4: 21,040 shares; 2025Q1: 21,623 shares; 2025Q2: 21,338 shares; 2025Q3: 21,339 shares; 2025Q4: 20,802 shares 20,802 $685K 0.03% -537 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 17,673 shares; 2025Q1: 18,866 shares; 2025Q2: 17,155 shares; 2025Q3: 21,082 shares; 2025Q4: 22,811 shares 22,811 $682K 0.03% +1,729 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,419 shares; 2025Q4: 7,764 shares 7,764 $680K 0.03% -655 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,412 shares; 2025Q4: 19,708 shares 19,708 $668K 0.03% -6,704 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,763 shares; 2024Q4: 16,754 shares; 2025Q1: 16,683 shares; 2025Q2: 16,683 shares; 2025Q3: 16,658 shares; 2025Q4: 16,633 shares 16,633 $664K 0.03% -25 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,540 shares; 2025Q1: 1,465 shares; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: 6,556 shares 6,556 $661K 0.03% +4,536 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,392 shares; 2024Q4: 27,916 shares; 2025Q1: 27,733 shares; 2025Q2: 27,667 shares; 2025Q3: 27,664 shares; 2025Q4: 27,456 shares 27,456 $656K 0.03% -208 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 4,922 shares; 2025Q1: 4,880 shares; 2025Q2: 4,253 shares; 2025Q3: 3,294 shares; 2025Q4: 3,173 shares 3,173 $652K 0.03% -121 Timeline XMVM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,563 shares; 2025Q1: 7,840 shares; 2025Q2: 7,885 shares; 2025Q3: 9,819 shares; 2025Q4: 10,101 shares 10,101 $648K 0.03% +282 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 1,054 shares 1,054 $645K 0.03% +268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 22,843 shares; 2025Q4: 23,503 shares 23,503 $644K 0.03% +660 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,957 shares; 2025Q2: 1,464 shares; 2025Q3: 3,256 shares; 2025Q4: 3,166 shares 3,166 $643K 0.03% -90 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,727 shares; 2024Q4: 30,928 shares; 2025Q1: 28,742 shares; 2025Q2: 28,742 shares; 2025Q3: 28,743 shares; 2025Q4: 28,742 shares 28,742 $641K 0.03% -1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 3,053 shares; 2025Q1: not reported; 2025Q2: 3,136 shares; 2025Q3: 4,087 shares; 2025Q4: 3,952 shares 3,952 $640K 0.03% -135 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,712 shares; 2025Q1: 4,702 shares; 2025Q2: 12,533 shares; 2025Q3: 14,437 shares; 2025Q4: 11,926 shares 11,926 $639K 0.03% -2,511 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 5,120 shares; 2025Q1: 10,224 shares; 2025Q2: 10,232 shares; 2025Q3: 9,977 shares; 2025Q4: 9,971 shares 9,971 $638K 0.03% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 4,002 shares 4,002 $637K 0.03% +969 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,380 shares; 2024Q4: 28,805 shares; 2025Q1: 28,908 shares; 2025Q2: 24,159 shares; 2025Q3: 31,319 shares; 2025Q4: 36,291 shares 36,291 $636K 0.03% +4,972 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 1,629 shares 1,629 $634K 0.03% +285 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,784 shares; 2025Q1: 2,786 shares; 2025Q2: 2,744 shares; 2025Q3: 2,813 shares; 2025Q4: 2,822 shares 2,822 $631K 0.03% +9 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,200 shares; 2025Q1: 8,163 shares; 2025Q2: 9,632 shares; 2025Q3: 9,193 shares; 2025Q4: 7,750 shares 7,750 $630K 0.03% -1,443 Timeline UTES 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 7,955 shares 7,955 $628K 0.03% +5,285 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,992 shares; 2025Q1: 4,888 shares; 2025Q2: 4,866 shares; 2025Q3: 6,866 shares; 2025Q4: 6,518 shares 6,518 $625K 0.03% -348 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,404 shares; 2025Q1: 2,506 shares; 2025Q2: 2,482 shares; 2025Q3: 5,161 shares; 2025Q4: 5,908 shares 5,908 $620K 0.03% +747 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,835 shares; 2024Q4: 23,062 shares; 2025Q1: 24,265 shares; 2025Q2: 32,134 shares; 2025Q3: 28,674 shares; 2025Q4: 29,896 shares 29,896 $618K 0.03% +1,222 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,463 shares; 2025Q2: 1,350 shares; 2025Q3: 2,859 shares; 2025Q4: 2,958 shares 2,958 $617K 0.03% +99 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 15,106 shares; 2025Q1: 17,074 shares; 2025Q2: 20,558 shares; 2025Q3: 22,515 shares; 2025Q4: 26,397 shares 26,397 $617K 0.03% +3,882 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,143 shares; 2025Q4: 11,480 shares 11,480 $616K 0.03% -663 Timeline FDM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 8,091 shares; 2025Q1: 7,923 shares; 2025Q2: 7,765 shares; 2025Q3: 7,697 shares; 2025Q4: 7,702 shares 7,702 $613K 0.03% +5 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 12,634 shares; 2025Q1: 13,475 shares; 2025Q2: 13,476 shares; 2025Q3: 14,360 shares; 2025Q4: 14,890 shares 14,890 $612K 0.03% +530 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,623 shares; 2025Q4: 22,894 shares 22,894 $611K 0.03% +8,271 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,142 shares; 2025Q4: 2,413 shares 2,413 $605K 0.03% +271 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,554 shares; 2025Q3: 18,388 shares; 2025Q4: 18,432 shares 18,432 $604K 0.03% +44 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,518 shares; 2025Q1: 5,586 shares; 2025Q2: 5,481 shares; 2025Q3: 5,512 shares; 2025Q4: 5,381 shares 5,381 $604K 0.03% -131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 9,860 shares; 2025Q1: 11,840 shares; 2025Q2: 13,345 shares; 2025Q3: 16,360 shares; 2025Q4: 20,640 shares 20,640 $595K 0.03% +4,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 11,469 shares; 2025Q1: 14,376 shares; 2025Q2: 12,007 shares; 2025Q3: 13,141 shares; 2025Q4: 14,376 shares 14,376 $593K 0.03% +1,235 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,090 shares; 2025Q2: 5,848 shares; 2025Q3: 10,472 shares; 2025Q4: 13,154 shares 13,154 $590K 0.03% +2,682 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 9,260 shares; 2025Q2: 4,424 shares; 2025Q3: 6,395 shares; 2025Q4: 5,212 shares 5,212 $589K 0.03% -1,183 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,876 shares; 2024Q4: 22,878 shares; 2025Q1: 22,364 shares; 2025Q2: 22,419 shares; 2025Q3: 22,419 shares; 2025Q4: 22,421 shares 22,421 $583K 0.03% +2 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,193 shares; 2024Q4: 35,425 shares; 2025Q1: 34,892 shares; 2025Q2: 35,289 shares; 2025Q3: 36,281 shares; 2025Q4: 39,486 shares 39,486 $581K 0.03% +3,205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 16,903 shares; 2025Q1: 19,454 shares; 2025Q2: 19,454 shares; 2025Q3: 20,643 shares; 2025Q4: 19,662 shares 19,662 $581K 0.03% -981 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 7,999 shares; 2025Q1: 7,411 shares; 2025Q2: 7,655 shares; 2025Q3: 10,276 shares; 2025Q4: 9,220 shares 9,220 $580K 0.03% -1,056 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,934 shares; 2025Q3: 19,750 shares; 2025Q4: 19,907 shares 19,907 $580K 0.03% +157 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,629 shares; 2025Q1: 5,886 shares; 2025Q2: 13,801 shares; 2025Q3: 17,045 shares; 2025Q4: 19,681 shares 19,681 $576K 0.03% +2,636 Timeline CGHY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,698 shares 22,698 $576K 0.03% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,384 shares; 2024Q4: 87,751 shares; 2025Q1: 5,840 shares; 2025Q2: 10,755 shares; 2025Q3: 9,251 shares; 2025Q4: 9,409 shares 9,409 $575K 0.03% +158 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892 shares; 2025Q1: 907 shares; 2025Q2: 922 shares; 2025Q3: 1,146 shares; 2025Q4: 1,172 shares 1,172 $575K 0.03% +26 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,696 shares; 2024Q4: 91,046 shares; 2025Q1: 94,158 shares; 2025Q2: 33,164 shares; 2025Q3: 34,505 shares; 2025Q4: 32,366 shares 32,366 $572K 0.03% -2,139 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,155 shares; 2025Q4: 17,854 shares 17,854 $571K 0.03% -2,301 Timeline