USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,781 shares; 2024Q4: 417,428 shares; 2025Q1: 676,654 shares; 2025Q2: 483,270 shares; 2025Q3: 563,270 shares; 2025Q4: 664,696 shares; 2026Q1: 1,120,648 shares 1,120,648 $56.4M 2.52% +455,952 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,025 shares; 2024Q4: 151,390 shares; 2025Q1: 171,437 shares; 2025Q2: 185,927 shares; 2025Q3: 220,060 shares; 2025Q4: 219,093 shares; 2026Q1: 218,911 shares 218,911 $55.6M 2.48% -182 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,900 shares; 2024Q4: 69,127 shares; 2025Q1: 70,651 shares; 2025Q2: 69,828 shares; 2025Q3: 71,118 shares; 2025Q4: 68,295 shares; 2026Q1: 68,020 shares 68,020 $48.2M 2.15% -275 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,546 shares; 2024Q4: 103,628 shares; 2025Q1: 946,779 shares; 2025Q2: 711,846 shares; 2025Q3: 448,252 shares; 2025Q4: 523,880 shares; 2026Q1: 427,077 shares 427,077 $47.1M 2.11% -96,803 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,404,940 shares 1,404,940 $40.9M 1.83% +18,332 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,126 shares; 2024Q4: 24,300 shares; 2025Q1: 293,043 shares; 2025Q2: 313,902 shares; 2025Q3: 332,200 shares; 2025Q4: 320,473 shares; 2026Q1: 445,322 shares 445,322 $40.8M 1.82% +124,849 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,981 shares; 2024Q4: 107,759 shares; 2025Q1: 119,945 shares; 2025Q2: 163,083 shares; 2025Q3: 203,379 shares; 2025Q4: 203,945 shares; 2026Q1: 207,676 shares 207,676 $36.2M 1.62% +3,731 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 9,114 shares; 2025Q1: 11,085 shares; 2025Q2: 25,598 shares; 2025Q3: 41,040 shares; 2025Q4: 34,776 shares; 2026Q1: 47,236 shares 47,236 $30.7M 1.37% +12,460 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 966,936 shares 966,936 $29.7M 1.33% -42,609 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,772 shares; 2024Q4: 29,215 shares; 2025Q1: 34,332 shares; 2025Q2: 42,185 shares; 2025Q3: 60,170 shares; 2025Q4: 57,423 shares; 2026Q1: 46,392 shares 46,392 $26.8M 1.2% -11,031 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,321 shares; 2024Q4: 430,375 shares; 2025Q1: 554,336 shares; 2025Q2: 586,054 shares; 2025Q3: 659,627 shares; 2025Q4: 730,523 shares; 2026Q1: 784,849 shares 784,849 $26.5M 1.19% +54,326 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,153 shares; 2024Q4: 33,565 shares; 2025Q1: 36,635 shares; 2025Q2: 40,833 shares; 2025Q3: 54,028 shares; 2025Q4: 52,714 shares; 2026Q1: 67,396 shares 67,396 $24.9M 1.12% +14,682 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,615 shares; 2024Q4: 305,406 shares; 2025Q1: 298,499 shares; 2025Q2: 295,047 shares; 2025Q3: 355,288 shares; 2025Q4: 367,791 shares; 2026Q1: 316,731 shares 316,731 $24.2M 1.08% -51,060 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,216 shares; 2024Q4: 226,506 shares; 2025Q1: 280,033 shares; 2025Q2: 302,611 shares; 2025Q3: 349,514 shares; 2025Q4: 352,319 shares; 2026Q1: 358,291 shares 358,291 $22.4M 1% +5,972 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,363 shares; 2025Q3: 408,045 shares; 2025Q4: 421,091 shares; 2026Q1: 435,565 shares 435,565 $20.1M 0.9% +14,474 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; 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; 2026Q1: 589,611 shares 589,611 $18.9M 0.84% +61,233 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,961 shares; 2024Q4: 43,222 shares; 2025Q1: 40,376 shares; 2025Q2: 42,245 shares; 2025Q3: 46,655 shares; 2025Q4: 72,779 shares; 2026Q1: 75,576 shares 75,576 $18.7M 0.84% +2,797 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,701 shares; 2024Q4: 82,555 shares; 2025Q1: 93,638 shares; 2025Q2: 64,963 shares; 2025Q3: 63,493 shares; 2025Q4: 90,314 shares; 2026Q1: 96,684 shares 96,684 $18.6M 0.83% +6,370 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,815 shares; 2024Q4: 243,384 shares; 2025Q1: 269,512 shares; 2025Q2: 258,726 shares; 2025Q3: 287,398 shares; 2025Q4: 295,009 shares; 2026Q1: 289,238 shares 289,238 $18.5M 0.83% -5,771 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,475 shares 221,475 $18.5M 0.83% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,257 shares; 2024Q4: 18,335 shares; 2025Q1: 35,019 shares; 2025Q2: 36,041 shares; 2025Q3: 40,405 shares; 2025Q4: 39,307 shares; 2026Q1: 41,596 shares 41,596 $18.2M 0.81% +2,289 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,954 shares; 2024Q4: 46,459 shares; 2025Q1: 57,436 shares; 2025Q2: 68,688 shares; 2025Q3: 86,360 shares; 2025Q4: 89,518 shares; 2026Q1: 87,109 shares 87,109 $18.1M 0.81% -2,409 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; 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; 2026Q1: 508,404 shares 508,404 $18.1M 0.81% +37,943 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,648 shares; 2024Q4: 15,022 shares; 2025Q1: 18,097 shares; 2025Q2: 19,996 shares; 2025Q3: 26,526 shares; 2025Q4: 26,703 shares; 2026Q1: 25,770 shares 25,770 $16.8M 0.75% -933 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 37,310 shares; 2025Q1: 36,801 shares; 2025Q2: 41,667 shares; 2025Q3: 55,123 shares; 2025Q4: 54,316 shares; 2026Q1: 56,786 shares 56,786 $16.3M 0.73% +2,470 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 388,856 shares; 2026Q1: 392,034 shares 392,034 $14.5M 0.65% +3,178 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,311 shares; 2024Q4: 54,395 shares; 2025Q1: 91,386 shares; 2025Q2: 57,392 shares; 2025Q3: 92,529 shares; 2025Q4: 235,318 shares; 2026Q1: 232,963 shares 232,963 $14.3M 0.64% -2,355 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,084 shares; 2024Q4: 30,211 shares; 2025Q1: 33,694 shares; 2025Q2: 37,310 shares; 2025Q3: 50,604 shares; 2025Q4: 48,334 shares; 2026Q1: 49,361 shares 49,361 $14.2M 0.63% +1,027 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 5,791 shares; 2025Q1: 16,043 shares; 2025Q2: 15,503 shares; 2025Q3: 18,133 shares; 2025Q4: 21,313 shares; 2026Q1: 134,184 shares 134,184 $13.5M 0.6% +112,871 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 7,936 shares; 2025Q1: 7,468 shares; 2025Q2: 11,631 shares; 2025Q3: 26,179 shares; 2025Q4: 21,722 shares; 2026Q1: 22,525 shares 22,525 $13.5M 0.6% +803 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 5,626 shares; 2025Q1: 46,569 shares; 2025Q2: 50,759 shares; 2025Q3: 65,446 shares; 2025Q4: 68,344 shares; 2026Q1: 67,508 shares 67,508 $13.2M 0.59% -836 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,203 shares; 2024Q4: 49,144 shares; 2025Q1: 62,066 shares; 2025Q2: 54,195 shares; 2025Q3: 57,523 shares; 2025Q4: 60,670 shares; 2026Q1: 61,979 shares 61,979 $13.1M 0.59% +1,309 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 11,769 shares; 2025Q1: 10,466 shares; 2025Q2: 12,821 shares; 2025Q3: 20,605 shares; 2025Q4: 26,327 shares; 2026Q1: 32,902 shares 32,902 $12.6M 0.56% +6,575 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,601 shares; 2024Q4: 20,312 shares; 2025Q1: 18,922 shares; 2025Q2: 26,806 shares; 2025Q3: 31,590 shares; 2025Q4: 36,289 shares; 2026Q1: 32,145 shares 32,145 $11.9M 0.53% -4,144 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,367 shares; 2024Q4: 41,444 shares; 2025Q1: 56,072 shares; 2025Q2: 66,579 shares; 2025Q3: 80,608 shares; 2025Q4: 88,241 shares; 2026Q1: 88,197 shares 88,197 $11M 0.49% -44 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,741 shares; 2024Q4: 66,470 shares; 2025Q1: 84,687 shares; 2025Q2: 95,066 shares; 2025Q3: 86,502 shares; 2025Q4: 105,777 shares; 2026Q1: 105,733 shares 105,733 $10.6M 0.48% -44 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,877 shares; 2025Q3: 244,452 shares; 2025Q4: 251,583 shares; 2026Q1: 263,186 shares 263,186 $10.3M 0.46% +11,603 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 7,893 shares; 2025Q1: 13,398 shares; 2025Q2: 12,929 shares; 2025Q3: 22,852 shares; 2025Q4: 20,980 shares; 2026Q1: 50,113 shares 50,113 $10.2M 0.46% +29,133 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,482 shares; 2025Q2: 147,662 shares; 2025Q3: 166,492 shares; 2025Q4: 180,663 shares; 2026Q1: 203,127 shares 203,127 $10M 0.45% +22,464 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,081 shares; 2024Q4: 247,898 shares; 2025Q1: 236,297 shares; 2025Q2: 292,451 shares; 2025Q3: 297,493 shares; 2025Q4: 288,712 shares; 2026Q1: 272,809 shares 272,809 $9.67M 0.43% -15,903 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 62,749 shares; 2025Q1: 61,606 shares; 2025Q2: 48,554 shares; 2025Q3: 49,812 shares; 2025Q4: 49,201 shares; 2026Q1: 63,722 shares 63,722 $9.24M 0.41% +14,521 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,496 shares; 2024Q4: 273,135 shares; 2025Q1: 278,636 shares; 2025Q2: 279,214 shares; 2025Q3: 282,287 shares; 2025Q4: 279,157 shares; 2026Q1: 297,140 shares 297,140 $9.2M 0.41% +17,983 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; 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; 2026Q1: 369,577 shares 369,577 $9.13M 0.41% +21,834 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 6,612 shares; 2025Q1: 11,845 shares; 2025Q2: 11,137 shares; 2025Q3: 15,631 shares; 2025Q4: 15,069 shares; 2026Q1: 15,615 shares 15,615 $8.93M 0.4% +546 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,682 shares; 2024Q4: 51,320 shares; 2025Q1: 37,317 shares; 2025Q2: 60,935 shares; 2025Q3: 61,477 shares; 2025Q4: 61,381 shares; 2026Q1: 60,764 shares 60,764 $8.89M 0.4% -617 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,299 shares; 2026Q1: 434,622 shares 434,622 $8.88M 0.4% +97,323 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,898 shares; 2024Q4: 71,463 shares; 2025Q1: 98,853 shares; 2025Q2: 89,006 shares; 2025Q3: 117,388 shares; 2025Q4: 137,914 shares; 2026Q1: 147,295 shares 147,295 $8.81M 0.39% +9,381 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 19,225 shares; 2025Q1: 43,260 shares; 2025Q2: 23,193 shares; 2025Q3: 24,778 shares; 2025Q4: 23,008 shares; 2026Q1: 20,252 shares 20,252 $8.71M 0.39% -2,756 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,382 shares; 2024Q4: 75,310 shares; 2025Q1: 79,226 shares; 2025Q2: 101,103 shares; 2025Q3: 113,752 shares; 2025Q4: 117,021 shares; 2026Q1: 124,885 shares 124,885 $8.71M 0.39% +7,864 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,785 shares; 2024Q4: 181,093 shares; 2025Q1: 245,168 shares; 2025Q2: 208,973 shares; 2025Q3: 357,771 shares; 2025Q4: 406,510 shares; 2026Q1: 502,865 shares 502,865 $8.71M 0.39% +96,355 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; 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; 2026Q1: 189,738 shares 189,738 $8.69M 0.39% +14,859 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,168 shares; 2025Q4: 139,391 shares; 2026Q1: 143,689 shares 143,689 $8.68M 0.39% +4,298 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,857 shares; 2024Q4: 43,118 shares; 2025Q1: 40,961 shares; 2025Q2: 40,643 shares; 2025Q3: 40,704 shares; 2025Q4: 39,918 shares; 2026Q1: 40,523 shares 40,523 $8.66M 0.39% +605 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,862 shares; 2024Q4: 87,972 shares; 2025Q1: 84,808 shares; 2025Q2: 81,498 shares; 2025Q3: 91,503 shares; 2025Q4: 71,655 shares; 2026Q1: 86,463 shares 86,463 $8.58M 0.38% +14,808 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 17,497 shares; 2025Q1: 22,622 shares; 2025Q2: 23,965 shares; 2025Q3: 31,519 shares; 2025Q4: 28,948 shares; 2026Q1: 29,128 shares 29,128 $8.57M 0.38% +180 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; 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; 2026Q1: 76,677 shares 76,677 $8.52M 0.38% +3,922 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,475 shares; 2024Q4: 17,358 shares; 2025Q1: 20,807 shares; 2025Q2: 22,487 shares; 2025Q3: 26,358 shares; 2025Q4: 26,781 shares; 2026Q1: 26,563 shares 26,563 $8.52M 0.38% -218 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,631 shares; 2024Q4: 33,301 shares; 2025Q1: 36,559 shares; 2025Q2: 34,596 shares; 2025Q3: 38,102 shares; 2025Q4: 37,913 shares; 2026Q1: 38,690 shares 38,690 $8.41M 0.38% +777 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 138,213 shares 138,213 $8.32M 0.37% +1,832 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; 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; 2026Q1: 246,145 shares 246,145 $8.24M 0.37% +110,698 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; 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; 2026Q1: 84,352 shares 84,352 $8.17M 0.37% +1,980 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,185 shares; 2024Q4: 31,665 shares; 2025Q1: 26,514 shares; 2025Q2: 28,190 shares; 2025Q3: 36,659 shares; 2025Q4: 35,336 shares; 2026Q1: 47,715 shares 47,715 $8.1M 0.36% +12,379 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,787 shares; 2026Q1: 209,694 shares 209,694 $7.97M 0.36% +19,907 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,469 shares 115,469 $7.91M 0.35% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 7,642 shares; 2025Q1: 15,044 shares; 2025Q2: 11,694 shares; 2025Q3: 23,182 shares; 2025Q4: 24,436 shares; 2026Q1: 25,407 shares 25,407 $7.86M 0.35% +971 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,274 shares; 2024Q4: 177,212 shares; 2025Q1: 181,192 shares; 2025Q2: 195,178 shares; 2025Q3: 205,427 shares; 2025Q4: 151,570 shares; 2026Q1: 155,454 shares 155,454 $7.85M 0.35% +3,884 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 6,207 shares; 2025Q1: 11,973 shares; 2025Q2: 11,274 shares; 2025Q3: 13,935 shares; 2025Q4: 31,388 shares; 2026Q1: 22,361 shares 22,361 $7.55M 0.34% -9,027 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,886 shares; 2025Q3: 82,752 shares; 2025Q4: 92,725 shares; 2026Q1: 152,486 shares 152,486 $7.55M 0.34% +59,761 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,974 shares; 2024Q4: 36,401 shares; 2025Q1: 71,944 shares; 2025Q2: 79,960 shares; 2025Q3: 100,725 shares; 2025Q4: 106,485 shares; 2026Q1: 110,529 shares 110,529 $7.55M 0.34% +4,044 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,763 shares; 2024Q4: 458,862 shares; 2025Q1: 459,465 shares; 2025Q2: 501,753 shares; 2025Q3: 572,239 shares; 2025Q4: 596,228 shares; 2026Q1: 163,343 shares 163,343 $7.46M 0.33% -432,885 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,729 shares; 2025Q1: 3,631 shares; 2025Q2: 7,692 shares; 2025Q3: 74,584 shares; 2025Q4: 10,709 shares; 2026Q1: 75,363 shares 75,363 $7.32M 0.33% +64,654 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,593 shares; 2025Q1: 16,347 shares; 2025Q2: 15,779 shares; 2025Q3: 15,832 shares; 2025Q4: 16,148 shares; 2026Q1: 24,320 shares 24,320 $7.27M 0.32% +8,172 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,456 shares; 2025Q1: 3,433 shares; 2025Q2: 3,408 shares; 2025Q3: 3,555 shares; 2025Q4: 58,274 shares; 2026Q1: 60,742 shares 60,742 $7.19M 0.32% +2,468 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,790 shares; 2024Q4: 23,054 shares; 2025Q1: 23,232 shares; 2025Q2: 23,164 shares; 2025Q3: 23,310 shares; 2025Q4: 23,808 shares; 2026Q1: 24,953 shares 24,953 $7.17M 0.32% +1,145 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; 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; 2026Q1: 154,614 shares 154,614 $6.93M 0.31% +6,936 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares; 2025Q3: 123,678 shares; 2025Q4: 126,211 shares; 2026Q1: 121,533 shares 121,533 $6.9M 0.31% -4,678 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 4,187 shares; 2025Q1: 6,236 shares; 2025Q2: 5,701 shares; 2025Q3: 5,656 shares; 2025Q4: 4,939 shares; 2026Q1: 6,898 shares 6,898 $6.87M 0.31% +1,959 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; 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; 2026Q1: 140,190 shares 140,190 $6.86M 0.31% +5,257 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,811 shares 66,811 $6.72M 0.3% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,728 shares; 2025Q1: 10,972 shares; 2025Q2: 11,519 shares; 2025Q3: 11,078 shares; 2025Q4: 11,013 shares; 2026Q1: 9,579 shares 9,579 $6.68M 0.3% -1,434 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293,605 shares; 2025Q4: 378,683 shares; 2026Q1: 502,115 shares 502,115 $6.68M 0.3% +123,432 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,883 shares; 2024Q4: 12,990 shares; 2025Q1: 14,849 shares; 2025Q2: 19,594 shares; 2025Q3: 26,594 shares; 2025Q4: 28,518 shares; 2026Q1: 32,261 shares 32,261 $6.67M 0.3% +3,743 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,683 shares; 2024Q4: 10,689 shares; 2025Q1: 14,326 shares; 2025Q2: 15,352 shares; 2025Q3: 14,672 shares; 2025Q4: 13,820 shares; 2026Q1: 13,909 shares 13,909 $6.67M 0.3% +89 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,089 shares; 2024Q4: 89,494 shares; 2025Q1: 95,898 shares; 2025Q2: 96,869 shares; 2025Q3: 123,118 shares; 2025Q4: 141,833 shares; 2026Q1: 154,266 shares 154,266 $6.56M 0.29% +12,433 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,687 shares; 2025Q3: 49,774 shares; 2025Q4: 67,609 shares; 2026Q1: 69,325 shares 69,325 $6.56M 0.29% +1,716 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,454 shares; 2024Q4: 83,054 shares; 2025Q1: 102,632 shares; 2025Q2: 111,256 shares; 2025Q3: 119,978 shares; 2025Q4: 124,489 shares; 2026Q1: 128,131 shares 128,131 $6.51M 0.29% +3,642 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 18,753 shares; 2025Q1: 23,831 shares; 2025Q2: 26,450 shares; 2025Q3: 29,903 shares; 2025Q4: 30,035 shares; 2026Q1: 82,725 shares 82,725 $6.42M 0.29% +52,690 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,789 shares; 2025Q1: 4,248 shares; 2025Q2: 4,471 shares; 2025Q3: 6,352 shares; 2025Q4: 7,859 shares; 2026Q1: 6,901 shares 6,901 $6.35M 0.28% -958 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,822 shares; 2024Q4: 26,568 shares; 2025Q1: 28,621 shares; 2025Q2: 27,231 shares; 2025Q3: 27,779 shares; 2025Q4: 28,978 shares; 2026Q1: 29,163 shares 29,163 $6.34M 0.28% +185 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,116 shares; 2024Q4: 16,238 shares; 2025Q1: 17,795 shares; 2025Q2: 17,453 shares; 2025Q3: 19,543 shares; 2025Q4: 19,913 shares; 2026Q1: 20,856 shares 20,856 $6.3M 0.28% +943 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,941 shares; 2024Q4: 100,907 shares; 2025Q1: 94,603 shares; 2025Q2: 92,676 shares; 2025Q3: 45,893 shares; 2025Q4: 45,379 shares; 2026Q1: 44,523 shares 44,523 $6.16M 0.28% -856 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; 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; 2026Q1: 155,650 shares 155,650 $6.15M 0.27% +8,229 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 5,055 shares; 2025Q1: 6,290 shares; 2025Q2: 39,300 shares; 2025Q3: 41,385 shares; 2025Q4: 62,776 shares; 2026Q1: 67,666 shares 67,666 $6.06M 0.27% +4,890 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,559 shares; 2025Q4: 238,285 shares; 2026Q1: 244,821 shares 244,821 $5.84M 0.26% +6,536 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,410 shares; 2025Q2: 77,753 shares; 2025Q3: 129,745 shares; 2025Q4: 378,246 shares; 2026Q1: 219,312 shares 219,312 $5.77M 0.26% -158,934 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; 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; 2026Q1: 206,620 shares 206,620 $5.75M 0.26% -1,970 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; 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; 2026Q1: 110,622 shares 110,622 $5.73M 0.26% -4,119 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,116 shares; 2024Q4: 37,934 shares; 2025Q1: 63,613 shares; 2025Q2: 67,595 shares; 2025Q3: 105,522 shares; 2025Q4: 113,509 shares; 2026Q1: 114,862 shares 114,862 $5.67M 0.25% +1,353 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,316 shares; 2024Q4: 17,228 shares; 2025Q1: 20,763 shares; 2025Q2: 19,948 shares; 2025Q3: 22,097 shares; 2025Q4: 21,104 shares; 2026Q1: 21,598 shares 21,598 $5.66M 0.25% +494 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,487 shares; 2024Q4: 211,924 shares; 2025Q1: 198,789 shares; 2025Q2: 198,534 shares; 2025Q3: 192,615 shares; 2025Q4: 190,648 shares; 2026Q1: 191,698 shares 191,698 $5.57M 0.25% +1,050 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,280 shares; 2024Q4: 59,278 shares; 2025Q1: 66,375 shares; 2025Q2: 79,328 shares; 2025Q3: 87,293 shares; 2025Q4: 88,045 shares; 2026Q1: 97,973 shares 97,973 $5.55M 0.25% +9,928 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 25,976 shares; 2025Q1: 26,103 shares; 2025Q2: 26,456 shares; 2025Q3: 25,711 shares; 2025Q4: 25,195 shares; 2026Q1: 25,568 shares 25,568 $5.5M 0.25% +373 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; 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; 2026Q1: 92,501 shares 92,501 $5.48M 0.24% +1,252 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,364 shares; 2024Q4: 61,208 shares; 2025Q1: 60,699 shares; 2025Q2: 59,981 shares; 2025Q3: 58,400 shares; 2025Q4: 58,347 shares; 2026Q1: 61,424 shares 61,424 $5.42M 0.24% +3,077 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,756 shares; 2025Q1: 2,297 shares; 2025Q2: 11,543 shares; 2025Q3: 16,865 shares; 2025Q4: 18,880 shares; 2026Q1: 20,002 shares 20,002 $5.41M 0.24% +1,122 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356,216 shares; 2025Q3: 628,109 shares; 2025Q4: 1,043,572 shares; 2026Q1: 1,138,741 shares 1,138,741 $5.24M 0.23% +95,169 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,791 shares; 2024Q4: 11,862 shares; 2025Q1: 15,485 shares; 2025Q2: 14,139 shares; 2025Q3: 18,278 shares; 2025Q4: 18,391 shares; 2026Q1: 16,708 shares 16,708 $5.19M 0.23% -1,683 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,533 shares; 2024Q4: 32,371 shares; 2025Q1: 31,810 shares; 2025Q2: 32,729 shares; 2025Q3: 64,372 shares; 2025Q4: 62,222 shares; 2026Q1: 62,594 shares 62,594 $5.17M 0.23% +372 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 8,961 shares; 2025Q1: 9,232 shares; 2025Q2: 8,252 shares; 2025Q3: 9,220 shares; 2025Q4: 9,070 shares; 2026Q1: 9,021 shares 9,021 $5.08M 0.23% -49 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,063 shares; 2025Q4: 148,168 shares; 2026Q1: 142,469 shares 142,469 $5.03M 0.23% -5,699 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,644 shares; 2025Q2: 14,421 shares; 2025Q3: 41,424 shares; 2025Q4: 63,235 shares; 2026Q1: 66,825 shares 66,825 $5.02M 0.22% +3,590 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,203 shares; 2024Q4: 182,217 shares; 2025Q1: 182,462 shares; 2025Q2: 223,710 shares; 2025Q3: 219,984 shares; 2025Q4: 207,807 shares; 2026Q1: 195,003 shares 195,003 $5M 0.22% -12,804 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,867 shares 52,867 $4.92M 0.22% -7,365 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 10,297 shares; 2025Q1: 24,391 shares; 2025Q2: 17,245 shares; 2025Q3: 21,588 shares; 2025Q4: 23,512 shares; 2026Q1: 25,211 shares 25,211 $4.86M 0.22% +1,699 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; 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; 2026Q1: 61,893 shares 61,893 $4.77M 0.21% +2,476 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 38,036 shares; 2025Q1: 42,027 shares; 2025Q2: 36,479 shares; 2025Q3: 51,249 shares; 2025Q4: 142,433 shares; 2026Q1: 103,623 shares 103,623 $4.76M 0.21% -38,810 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 53,379 shares; 2025Q4: 83,078 shares; 2026Q1: 81,318 shares 81,318 $4.71M 0.21% -1,760 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,292 shares; 2025Q1: 7,188 shares; 2025Q2: 8,541 shares; 2025Q3: 12,925 shares; 2025Q4: 9,637 shares; 2026Q1: 10,158 shares 10,158 $4.71M 0.21% +521 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,366 shares; 2024Q4: 39,925 shares; 2025Q1: 51,178 shares; 2025Q2: 58,423 shares; 2025Q3: 81,641 shares; 2025Q4: 97,171 shares; 2026Q1: 92,534 shares 92,534 $4.66M 0.21% -4,637 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,811 shares; 2026Q1: 105,279 shares 105,279 $4.66M 0.21% +1,468 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 9,828 shares; 2025Q1: 13,726 shares; 2025Q2: 13,025 shares; 2025Q3: 16,650 shares; 2025Q4: 16,588 shares; 2026Q1: 19,068 shares 19,068 $4.66M 0.21% +2,480 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,592 shares; 2024Q4: 56,091 shares; 2025Q1: 53,041 shares; 2025Q2: 60,137 shares; 2025Q3: 60,748 shares; 2025Q4: 58,109 shares; 2026Q1: 53,023 shares 53,023 $4.66M 0.21% -5,086 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 15,576 shares; 2025Q1: 16,634 shares; 2025Q2: 22,403 shares; 2025Q3: 63,658 shares; 2025Q4: 64,718 shares; 2026Q1: 67,531 shares 67,531 $4.56M 0.2% +2,813 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 15,078 shares; 2025Q1: 16,943 shares; 2025Q2: 16,073 shares; 2025Q3: 16,645 shares; 2025Q4: 17,373 shares; 2026Q1: 17,728 shares 17,728 $4.56M 0.2% +355 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; 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; 2026Q1: 116,213 shares 116,213 $4.53M 0.2% -6,544 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,704 shares; 2026Q1: 118,066 shares 118,066 $4.44M 0.2% +6,362 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,125 shares; 2025Q1: 4,858 shares; 2025Q2: 6,049 shares; 2025Q3: 11,815 shares; 2025Q4: 12,724 shares; 2026Q1: 13,082 shares 13,082 $4.42M 0.2% +358 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; 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; 2026Q1: 61,447 shares 61,447 $4.32M 0.19% +1,815 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,943 shares; 2024Q4: 188,587 shares; 2025Q1: 192,709 shares; 2025Q2: 194,518 shares; 2025Q3: 200,127 shares; 2025Q4: 200,904 shares; 2026Q1: 211,608 shares 211,608 $4.32M 0.19% +10,704 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,335 shares; 2026Q1: 85,204 shares 85,204 $4.29M 0.19% +8,869 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,500 shares; 2025Q2: 122,123 shares; 2025Q3: 124,066 shares; 2025Q4: 130,674 shares; 2026Q1: 132,967 shares 132,967 $4.28M 0.19% +2,293 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 9,330 shares; 2025Q1: 11,202 shares; 2025Q2: 10,426 shares; 2025Q3: 12,602 shares; 2025Q4: 12,001 shares; 2026Q1: 12,989 shares 12,989 $4.27M 0.19% +988 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,799 shares; 2024Q4: 104,068 shares; 2025Q1: 108,097 shares; 2025Q2: 108,653 shares; 2025Q3: 119,860 shares; 2025Q4: 127,134 shares; 2026Q1: 129,005 shares 129,005 $4.25M 0.19% +1,871 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,747 shares 132,747 $4.24M 0.19% new 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; 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; 2026Q1: 166,510 shares 166,510 $4.19M 0.19% +13,023 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; 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; 2026Q1: 166,541 shares 166,541 $4.15M 0.19% +14,166 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 52,705 shares; 2025Q4: 80,941 shares; 2026Q1: 103,009 shares 103,009 $4.13M 0.18% +22,068 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 6,629 shares; 2025Q1: 7,493 shares; 2025Q2: 7,601 shares; 2025Q3: 15,469 shares; 2025Q4: 29,683 shares; 2026Q1: 30,803 shares 30,803 $4.09M 0.18% +1,120 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,130 shares; 2024Q4: 39,378 shares; 2025Q1: 67,969 shares; 2025Q2: 78,222 shares; 2025Q3: 126,285 shares; 2025Q4: 167,219 shares; 2026Q1: 177,399 shares 177,399 $4.07M 0.18% +10,180 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,820 shares; 2024Q4: 28,486 shares; 2025Q1: 29,310 shares; 2025Q2: 28,598 shares; 2025Q3: 29,293 shares; 2025Q4: 27,147 shares; 2026Q1: 26,728 shares 26,728 $3.96M 0.18% -419 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,079 shares; 2025Q2: 8,140 shares; 2025Q3: 141,161 shares; 2025Q4: 143,475 shares; 2026Q1: 155,459 shares 155,459 $3.93M 0.18% +11,984 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,149 shares; 2024Q4: 73,381 shares; 2025Q1: 79,789 shares; 2025Q2: 73,516 shares; 2025Q3: 77,318 shares; 2025Q4: 79,965 shares; 2026Q1: 84,753 shares 84,753 $3.87M 0.17% +4,788 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; 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; 2026Q1: 52,645 shares 52,645 $3.85M 0.17% -544 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; 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; 2026Q1: 101,621 shares 101,621 $3.78M 0.17% +79,269 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 2,092 shares; 2025Q1: 3,598 shares; 2025Q2: 3,355 shares; 2025Q3: 5,373 shares; 2025Q4: 38,462 shares; 2026Q1: 39,236 shares 39,236 $3.77M 0.17% +774 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,026 shares; 2024Q4: 4,174 shares; 2025Q1: 8,384 shares; 2025Q2: 10,314 shares; 2025Q3: 16,782 shares; 2025Q4: 22,600 shares; 2026Q1: 17,084 shares 17,084 $3.74M 0.17% -5,516 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,797 shares; 2025Q1: 2,921 shares; 2025Q2: 3,156 shares; 2025Q3: 6,689 shares; 2025Q4: 7,024 shares; 2026Q1: 17,664 shares 17,664 $3.64M 0.16% +10,640 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; 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; 2026Q1: 47,306 shares 47,306 $3.6M 0.16% +2,523 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,064 shares; 2026Q1: 190,105 shares 190,105 $3.6M 0.16% +1,041 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,382 shares; 2024Q4: 34,366 shares; 2025Q1: 34,756 shares; 2025Q2: 33,796 shares; 2025Q3: 32,507 shares; 2025Q4: 36,034 shares; 2026Q1: 33,930 shares 33,930 $3.6M 0.16% -2,104 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; 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; 2026Q1: 27,149 shares 27,149 $3.48M 0.16% +29 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,315 shares; 2024Q4: 99,968 shares; 2025Q1: 151,316 shares; 2025Q2: 147,127 shares; 2025Q3: 157,872 shares; 2025Q4: 123,805 shares; 2026Q1: 119,560 shares 119,560 $3.47M 0.15% -4,245 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,403 shares; 2024Q4: 25,383 shares; 2025Q1: 24,814 shares; 2025Q2: 24,853 shares; 2025Q3: 25,209 shares; 2025Q4: 25,414 shares; 2026Q1: 25,547 shares 25,547 $3.43M 0.15% +133 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,968 shares; 2024Q4: 26,035 shares; 2025Q1: 27,135 shares; 2025Q2: 26,723 shares; 2025Q3: 38,324 shares; 2025Q4: 42,273 shares; 2026Q1: 43,185 shares 43,185 $3.35M 0.15% +912 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 12,964 shares; 2025Q1: 14,392 shares; 2025Q2: 19,256 shares; 2025Q3: 19,096 shares; 2025Q4: 19,754 shares; 2026Q1: 17,435 shares 17,435 $3.34M 0.15% -2,319 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 12,519 shares; 2025Q1: 14,473 shares; 2025Q2: 13,334 shares; 2025Q3: 15,272 shares; 2025Q4: 14,723 shares; 2026Q1: 13,740 shares 13,740 $3.33M 0.15% -983 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,920 shares; 2024Q4: 42,523 shares; 2025Q1: 47,128 shares; 2025Q2: 52,151 shares; 2025Q3: 64,831 shares; 2025Q4: 61,249 shares; 2026Q1: 65,755 shares 65,755 $3.3M 0.15% +4,506 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,863 shares; 2024Q4: 9,356 shares; 2025Q1: 16,959 shares; 2025Q2: 18,738 shares; 2025Q3: 39,205 shares; 2025Q4: 51,661 shares; 2026Q1: 58,249 shares 58,249 $3.23M 0.14% +6,588 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,571 shares; 2025Q1: 5,871 shares; 2025Q2: 6,749 shares; 2025Q3: 9,276 shares; 2025Q4: 9,104 shares; 2026Q1: 7,563 shares 7,563 $3.22M 0.14% -1,541 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,776 shares; 2025Q1: 9,570 shares; 2025Q2: 8,237 shares; 2025Q3: 31,984 shares; 2025Q4: 39,425 shares; 2026Q1: 34,692 shares 34,692 $3.22M 0.14% -4,733 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,564 shares; 2025Q1: 2,566 shares; 2025Q2: 2,917 shares; 2025Q3: 5,839 shares; 2025Q4: 5,193 shares; 2026Q1: 30,049 shares 30,049 $3.2M 0.14% +24,856 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,641 shares; 2024Q4: 33,882 shares; 2025Q1: 30,472 shares; 2025Q2: 27,941 shares; 2025Q3: 36,429 shares; 2025Q4: 35,284 shares; 2026Q1: 34,294 shares 34,294 $3.18M 0.14% -990 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,561 shares; 2025Q2: 6,119 shares; 2025Q3: 14,200 shares; 2025Q4: 15,216 shares; 2026Q1: 12,390 shares 12,390 $3.15M 0.14% -2,826 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 3,811 shares; 2025Q1: 4,489 shares; 2025Q2: 4,730 shares; 2025Q3: 6,718 shares; 2025Q4: 6,417 shares; 2026Q1: 6,289 shares 6,289 $3.14M 0.14% -128 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,788 shares; 2025Q1: 7,752 shares; 2025Q2: 7,943 shares; 2025Q3: 22,445 shares; 2025Q4: 18,766 shares; 2026Q1: 20,976 shares 20,976 $3.08M 0.14% +2,210 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; 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; 2026Q1: 62,758 shares 62,758 $3.03M 0.14% +1,070 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,810 shares; 2025Q1: 4,283 shares; 2025Q2: 10,488 shares; 2025Q3: 17,230 shares; 2025Q4: 23,297 shares; 2026Q1: 27,303 shares 27,303 $3.02M 0.14% +4,006 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,616 shares; 2024Q4: 107,583 shares; 2025Q1: 33,998 shares; 2025Q2: 27,275 shares; 2025Q3: 38,095 shares; 2025Q4: 38,289 shares; 2026Q1: 30,714 shares 30,714 $3.01M 0.13% -7,575 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 30,295 shares; 2025Q1: 40,598 shares; 2025Q2: 40,835 shares; 2025Q3: 53,799 shares; 2025Q4: 44,415 shares; 2026Q1: 43,980 shares 43,980 $2.97M 0.13% -435 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 12,635 shares; 2025Q1: 13,154 shares; 2025Q2: 13,213 shares; 2025Q3: 17,519 shares; 2025Q4: 17,990 shares; 2026Q1: 17,628 shares 17,628 $2.91M 0.13% -362 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,577 shares; 2024Q4: 15,429 shares; 2025Q1: 15,347 shares; 2025Q2: 14,822 shares; 2025Q3: 15,380 shares; 2025Q4: 13,620 shares; 2026Q1: 13,465 shares 13,465 $2.91M 0.13% -155 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,132 shares; 2024Q4: 37,453 shares; 2025Q1: 40,405 shares; 2025Q2: 53,558 shares; 2025Q3: 56,564 shares; 2025Q4: 44,564 shares; 2026Q1: 43,572 shares 43,572 $2.88M 0.13% -992 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; 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; 2026Q1: 30,995 shares 30,995 $2.84M 0.13% +7,926 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173,658 shares; 2025Q4: 211,691 shares; 2026Q1: 254,950 shares 254,950 $2.83M 0.13% +43,259 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,953 shares 19,953 $2.82M 0.13% +750 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,207 shares; 2024Q4: 197,989 shares; 2025Q1: 107,037 shares; 2025Q2: 109,389 shares; 2025Q3: 107,991 shares; 2025Q4: 109,825 shares; 2026Q1: 110,843 shares 110,843 $2.78M 0.12% +1,018 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 2,102 shares; 2025Q1: 3,015 shares; 2025Q2: 4,275 shares; 2025Q3: 6,626 shares; 2025Q4: 7,293 shares; 2026Q1: 7,091 shares 7,091 $2.77M 0.12% -202 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; 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; 2026Q1: 52,847 shares 52,847 $2.76M 0.12% +4,777 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 9,238 shares; 2025Q1: 9,880 shares; 2025Q2: 10,068 shares; 2025Q3: 12,897 shares; 2025Q4: 13,981 shares; 2026Q1: 13,813 shares 13,813 $2.75M 0.12% -168 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,265 shares; 2024Q4: 60,974 shares; 2025Q1: 45,813 shares; 2025Q2: 44,905 shares; 2025Q3: 66,238 shares; 2025Q4: 62,325 shares; 2026Q1: 58,366 shares 58,366 $2.74M 0.12% -3,959 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,509 shares; 2024Q4: 109,868 shares; 2025Q1: 32,475 shares; 2025Q2: 32,739 shares; 2025Q3: 34,598 shares; 2025Q4: 30,872 shares; 2026Q1: 35,202 shares 35,202 $2.72M 0.12% +4,330 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,865 shares; 2024Q4: 92,361 shares; 2025Q1: 87,682 shares; 2025Q2: 88,327 shares; 2025Q3: 95,703 shares; 2025Q4: 98,224 shares; 2026Q1: 100,961 shares 100,961 $2.69M 0.12% +2,737 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,148 shares 26,148 $2.64M 0.12% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,917 shares; 2025Q4: 43,692 shares; 2026Q1: 45,110 shares 45,110 $2.64M 0.12% +1,418 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,607 shares; 2024Q4: 24,492 shares; 2025Q1: 43,949 shares; 2025Q2: 49,090 shares; 2025Q3: 57,811 shares; 2025Q4: 184,497 shares; 2026Q1: 228,318 shares 228,318 $2.63M 0.12% +43,821 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,844 shares; 2024Q4: 9,540 shares; 2025Q1: 12,143 shares; 2025Q2: 15,569 shares; 2025Q3: 15,956 shares; 2025Q4: 14,902 shares; 2026Q1: 15,884 shares 15,884 $2.63M 0.12% +982 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; 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; 2026Q1: 67,831 shares 67,831 $2.61M 0.12% +6,254 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 11,382 shares; 2025Q1: 11,879 shares; 2025Q2: 12,787 shares; 2025Q3: 16,319 shares; 2025Q4: 16,247 shares; 2026Q1: 19,653 shares 19,653 $2.59M 0.12% +3,406 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,298 shares; 2025Q1: 6,658 shares; 2025Q2: 9,097 shares; 2025Q3: 18,828 shares; 2025Q4: 16,753 shares; 2026Q1: 21,392 shares 21,392 $2.57M 0.12% +4,639 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 11,008 shares; 2025Q1: 11,924 shares; 2025Q2: 12,394 shares; 2025Q3: 16,404 shares; 2025Q4: 17,258 shares; 2026Q1: 17,426 shares 17,426 $2.56M 0.11% +168 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; 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; 2026Q1: 56,963 shares 56,963 $2.56M 0.11% -41,240 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,221 shares; 2024Q4: 141,816 shares; 2025Q1: 40,699 shares; 2025Q2: 32,084 shares; 2025Q3: 34,285 shares; 2025Q4: 37,199 shares; 2026Q1: 44,829 shares 44,829 $2.54M 0.11% +7,630 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,216 shares; 2024Q4: 11,209 shares; 2025Q1: 13,006 shares; 2025Q2: 11,819 shares; 2025Q3: 17,845 shares; 2025Q4: 17,118 shares; 2026Q1: 17,537 shares 17,537 $2.53M 0.11% +419 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,742 shares; 2024Q4: 25,297 shares; 2025Q1: 31,293 shares; 2025Q2: 30,167 shares; 2025Q3: 42,650 shares; 2025Q4: 40,136 shares; 2026Q1: 36,856 shares 36,856 $2.51M 0.11% -3,280 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,266 shares; 2025Q2: 48,680 shares; 2025Q3: 56,297 shares; 2025Q4: 68,611 shares; 2026Q1: 76,791 shares 76,791 $2.49M 0.11% +8,180 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,313 shares; 2025Q4: 105,700 shares; 2026Q1: 113,108 shares 113,108 $2.49M 0.11% +7,408 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,606 shares; 2024Q4: 23,644 shares; 2025Q1: 24,071 shares; 2025Q2: 25,375 shares; 2025Q3: 39,223 shares; 2025Q4: 41,940 shares; 2026Q1: 45,168 shares 45,168 $2.44M 0.11% +3,228 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,424 shares; 2024Q4: 19,802 shares; 2025Q1: 21,948 shares; 2025Q2: 20,597 shares; 2025Q3: 22,121 shares; 2025Q4: 21,730 shares; 2026Q1: 21,722 shares 21,722 $2.4M 0.11% -8 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,528 shares; 2024Q4: 37,112 shares; 2025Q1: 40,883 shares; 2025Q2: 54,257 shares; 2025Q3: 68,914 shares; 2025Q4: 72,590 shares; 2026Q1: 83,442 shares 83,442 $2.4M 0.11% +10,852 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 5,281 shares; 2025Q1: 5,686 shares; 2025Q2: 26,837 shares; 2025Q3: 21,449 shares; 2025Q4: 13,506 shares; 2026Q1: 24,763 shares 24,763 $2.39M 0.11% +11,257 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; 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; 2026Q1: 55,078 shares 55,078 $2.37M 0.11% -2,914 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,374 shares; 2025Q1: 1,608 shares; 2025Q2: 1,552 shares; 2025Q3: 2,401 shares; 2025Q4: 2,760 shares; 2026Q1: 2,699 shares 2,699 $2.36M 0.11% -61 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,437 shares; 2024Q4: 14,098 shares; 2025Q1: 16,742 shares; 2025Q2: 22,410 shares; 2025Q3: 31,845 shares; 2025Q4: 30,940 shares; 2026Q1: 30,952 shares 30,952 $2.35M 0.11% +12 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 29,568 shares; 2025Q1: 29,069 shares; 2025Q2: 28,554 shares; 2025Q3: 28,707 shares; 2025Q4: 27,164 shares; 2026Q1: 25,950 shares 25,950 $2.32M 0.1% -1,214 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; 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; 2026Q1: 44,493 shares 44,493 $2.32M 0.1% -14,298 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,868 shares; 2026Q1: 29,908 shares 29,908 $2.31M 0.1% +1,040 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 6,583 shares; 2025Q1: 11,791 shares; 2025Q2: 12,831 shares; 2025Q3: 15,966 shares; 2025Q4: 15,515 shares; 2026Q1: 16,603 shares 16,603 $2.31M 0.1% +1,088 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,897 shares; 2024Q4: 24,791 shares; 2025Q1: 23,888 shares; 2025Q2: 24,243 shares; 2025Q3: 24,258 shares; 2025Q4: 24,702 shares; 2026Q1: 25,225 shares 25,225 $2.3M 0.1% +523 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,983 shares; 2025Q1: 2,359 shares; 2025Q2: 2,734 shares; 2025Q3: 3,613 shares; 2025Q4: 3,676 shares; 2026Q1: 3,792 shares 3,792 $2.29M 0.1% +116 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,662 shares; 2025Q2: 6,881 shares; 2025Q3: 16,686 shares; 2025Q4: 17,291 shares; 2026Q1: 14,226 shares 14,226 $2.27M 0.1% -3,065 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,941 shares; 2024Q4: 98,967 shares; 2025Q1: 93,339 shares; 2025Q2: 87,499 shares; 2025Q3: 78,814 shares; 2025Q4: 74,159 shares; 2026Q1: 71,479 shares 71,479 $2.24M 0.1% -2,680 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,561 shares; 2025Q1: 19,094 shares; 2025Q2: 18,506 shares; 2025Q3: 19,958 shares; 2025Q4: 19,308 shares; 2026Q1: 19,893 shares 19,893 $2.2M 0.1% +585 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,622 shares; 2026Q1: 131,105 shares 131,105 $2.18M 0.1% -11,517 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,107 shares; 2026Q1: 143,706 shares 143,706 $2.16M 0.1% +8,599 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,907 shares; 2024Q4: 10,177 shares; 2025Q1: 10,204 shares; 2025Q2: 13,225 shares; 2025Q3: 17,110 shares; 2025Q4: 16,797 shares; 2026Q1: 13,772 shares 13,772 $2.14M 0.1% -3,025 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,129 shares; 2024Q4: 17,256 shares; 2025Q1: 20,059 shares; 2025Q2: 18,268 shares; 2025Q3: 19,024 shares; 2025Q4: 18,594 shares; 2026Q1: 18,599 shares 18,599 $2.11M 0.09% +5 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,396 shares; 2024Q4: 53,776 shares; 2025Q1: 48,485 shares; 2025Q2: 58,181 shares; 2025Q3: 59,499 shares; 2025Q4: 55,242 shares; 2026Q1: 55,666 shares 55,666 $2.11M 0.09% +424 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 3,519 shares; 2025Q1: 3,439 shares; 2025Q2: 2,972 shares; 2025Q3: 6,853 shares; 2025Q4: 7,929 shares; 2026Q1: 9,153 shares 9,153 $2.1M 0.09% +1,224 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 13,924 shares; 2025Q1: 17,468 shares; 2025Q2: 16,136 shares; 2025Q3: 18,674 shares; 2025Q4: 17,626 shares; 2026Q1: 18,029 shares 18,029 $2.07M 0.09% +403 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,456 shares 8,456 $2.01M 0.09% -1,395 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,616 shares; 2025Q1: 6,043 shares; 2025Q2: 10,628 shares; 2025Q3: 67,888 shares; 2025Q4: 71,616 shares; 2026Q1: 17,714 shares 17,714 $2M 0.09% -53,902 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,407 shares; 2025Q1: 4,963 shares; 2025Q2: 4,698 shares; 2025Q3: 6,134 shares; 2025Q4: 8,141 shares; 2026Q1: 7,060 shares 7,060 $2M 0.09% -1,081 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 4,472 shares; 2025Q1: 3,905 shares; 2025Q2: 5,857 shares; 2025Q3: 14,077 shares; 2025Q4: 12,333 shares; 2026Q1: 12,439 shares 12,439 $1.99M 0.09% +106 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,535 shares; 2024Q4: 47,820 shares; 2025Q1: 60,388 shares; 2025Q2: 74,872 shares; 2025Q3: 80,306 shares; 2025Q4: 84,029 shares; 2026Q1: 81,030 shares 81,030 $1.98M 0.09% -2,999 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 7,037 shares; 2025Q1: 5,948 shares; 2025Q2: 9,270 shares; 2025Q3: 21,886 shares; 2025Q4: 20,756 shares; 2026Q1: 21,813 shares 21,813 $1.97M 0.09% +1,057 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,074 shares; 2024Q4: 26,475 shares; 2025Q1: 27,960 shares; 2025Q2: 27,630 shares; 2025Q3: 27,872 shares; 2025Q4: 27,787 shares; 2026Q1: 27,037 shares 27,037 $1.97M 0.09% -750 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,947 shares; 2025Q1: 5,735 shares; 2025Q2: 23,860 shares; 2025Q3: 48,675 shares; 2025Q4: 48,512 shares; 2026Q1: 43,089 shares 43,089 $1.93M 0.09% -5,423 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,009 shares; 2025Q4: 32,967 shares; 2026Q1: 41,567 shares 41,567 $1.92M 0.09% +8,600 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 9,066 shares; 2025Q1: 10,203 shares; 2025Q2: 15,049 shares; 2025Q3: 40,553 shares; 2025Q4: 38,464 shares; 2026Q1: 41,658 shares 41,658 $1.92M 0.09% +3,194 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,463 shares; 2024Q4: 24,963 shares; 2025Q1: 33,253 shares; 2025Q2: 31,790 shares; 2025Q3: 33,318 shares; 2025Q4: 54,010 shares; 2026Q1: 43,599 shares 43,599 $1.92M 0.09% -10,411 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,589 shares; 2025Q4: 193,651 shares; 2026Q1: 83,552 shares 83,552 $1.91M 0.09% -110,099 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; 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; 2026Q1: 25,160 shares 25,160 $1.91M 0.09% +1,678 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; 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; 2026Q1: 85,600 shares 85,600 $1.91M 0.09% +5,242 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; 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; 2026Q1: 63,172 shares 63,172 $1.91M 0.09% +2,743 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,012 shares; 2025Q1: 817 shares; 2025Q2: 1,538 shares; 2025Q3: 4,632 shares; 2025Q4: 5,506 shares; 2026Q1: 5,319 shares 5,319 $1.9M 0.08% -187 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,662 shares; 2025Q1: 5,076 shares; 2025Q2: 5,562 shares; 2025Q3: 6,491 shares; 2025Q4: 6,254 shares; 2026Q1: 6,646 shares 6,646 $1.86M 0.08% +392 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,618 shares; 2025Q2: 13,665 shares; 2025Q3: 30,516 shares; 2025Q4: 46,782 shares; 2026Q1: 53,608 shares 53,608 $1.84M 0.08% +6,826 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,121 shares; 2025Q4: 50,094 shares; 2026Q1: 74,485 shares 74,485 $1.84M 0.08% +24,391 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 2,509 shares; 2025Q1: 3,063 shares; 2025Q2: 2,506 shares; 2025Q3: 3,307 shares; 2025Q4: 4,203 shares; 2026Q1: 5,230 shares 5,230 $1.84M 0.08% +1,027 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,117 shares; 2025Q3: 30,222 shares; 2025Q4: 27,125 shares; 2026Q1: 36,045 shares 36,045 $1.8M 0.08% +8,920 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; 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; 2026Q1: 35,644 shares 35,644 $1.8M 0.08% +1,171 Timeline APRW 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,796 shares 50,796 $1.8M 0.08% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 20,521 shares; 2025Q1: 29,016 shares; 2025Q2: 25,101 shares; 2025Q3: 38,182 shares; 2025Q4: 38,016 shares; 2026Q1: 36,753 shares 36,753 $1.79M 0.08% -1,263 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 8,069 shares; 2025Q1: 8,674 shares; 2025Q2: 8,740 shares; 2025Q3: 16,484 shares; 2025Q4: 16,858 shares; 2026Q1: 18,390 shares 18,390 $1.79M 0.08% +1,532 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,135 shares 38,135 $1.78M 0.08% new Timeline OCTW 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,246 shares 46,246 $1.78M 0.08% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,822 shares; 2025Q3: 65,797 shares; 2025Q4: 75,000 shares; 2026Q1: 84,976 shares 84,976 $1.78M 0.08% +9,976 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; 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; 2026Q1: 19,300 shares 19,300 $1.77M 0.08% -2,270 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,869 shares; 2024Q4: 33,703 shares; 2025Q1: 40,349 shares; 2025Q2: 51,190 shares; 2025Q3: 49,969 shares; 2025Q4: 32,235 shares; 2026Q1: 22,348 shares 22,348 $1.76M 0.08% -9,887 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; 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; 2026Q1: 43,192 shares 43,192 $1.74M 0.08% -835 Timeline JULW 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,597 shares 44,597 $1.73M 0.08% new 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; 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; 2026Q1: 36,030 shares 36,030 $1.72M 0.08% -993 Timeline JANW 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,987 shares 46,987 $1.71M 0.08% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,344 shares; 2024Q4: 13,961 shares; 2025Q1: 13,883 shares; 2025Q2: 14,409 shares; 2025Q3: 14,309 shares; 2025Q4: 14,361 shares; 2026Q1: 14,274 shares 14,274 $1.71M 0.08% -87 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 5,580 shares; 2025Q1: 6,066 shares; 2025Q2: 5,822 shares; 2025Q3: 6,132 shares; 2025Q4: 5,611 shares; 2026Q1: 5,617 shares 5,617 $1.7M 0.08% +6 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,063 shares; 2024Q4: 44,976 shares; 2025Q1: 49,496 shares; 2025Q2: 49,455 shares; 2025Q3: 51,823 shares; 2025Q4: 53,856 shares; 2026Q1: 63,514 shares 63,514 $1.7M 0.08% +9,658 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,007 shares; 2024Q4: 34,215 shares; 2025Q1: 30,258 shares; 2025Q2: 31,502 shares; 2025Q3: 36,896 shares; 2025Q4: 36,974 shares; 2026Q1: 36,091 shares 36,091 $1.7M 0.08% -883 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 4,768 shares; 2025Q4: 1,905 shares; 2026Q1: 7,060 shares 7,060 $1.69M 0.08% +5,155 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; 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; 2026Q1: 76,944 shares 76,944 $1.69M 0.08% +5,474 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,545 shares; 2025Q2: 64,656 shares; 2025Q3: 65,095 shares; 2025Q4: 65,850 shares; 2026Q1: 65,765 shares 65,765 $1.68M 0.08% -85 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; 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; 2026Q1: 39,276 shares 39,276 $1.67M 0.07% +2,398 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,103 shares; 2025Q4: 16,781 shares; 2026Q1: 23,223 shares 23,223 $1.65M 0.07% +6,442 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,707 shares; 2024Q4: 14,045 shares; 2025Q1: 16,737 shares; 2025Q2: 15,973 shares; 2025Q3: 16,694 shares; 2025Q4: 25,700 shares; 2026Q1: 26,794 shares 26,794 $1.64M 0.07% +1,094 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 14,297 shares; 2025Q1: 17,073 shares; 2025Q2: 22,304 shares; 2025Q3: 32,363 shares; 2025Q4: 36,645 shares; 2026Q1: 32,101 shares 32,101 $1.64M 0.07% -4,544 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,488 shares; 2025Q2: 6,657 shares; 2025Q3: 10,887 shares; 2025Q4: 11,459 shares; 2026Q1: 12,238 shares 12,238 $1.63M 0.07% +779 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; 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; 2026Q1: 22,740 shares 22,740 $1.62M 0.07% +381 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 640,710 shares; 2025Q1: 4,374 shares; 2025Q2: 4,703 shares; 2025Q3: 11,828 shares; 2025Q4: 15,350 shares; 2026Q1: 16,939 shares 16,939 $1.62M 0.07% +1,589 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 5,106 shares; 2025Q1: 6,149 shares; 2025Q2: 4,752 shares; 2025Q3: 16,499 shares; 2025Q4: 18,013 shares; 2026Q1: 16,428 shares 16,428 $1.62M 0.07% -1,585 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 28,331 shares; 2025Q4: 14,760 shares; 2026Q1: 32,004 shares 32,004 $1.6M 0.07% +17,244 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 3,991 shares; 2025Q1: 3,822 shares; 2025Q2: 3,632 shares; 2025Q3: 4,095 shares; 2025Q4: 4,481 shares; 2026Q1: 4,341 shares 4,341 $1.6M 0.07% -140 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 12,497 shares; 2025Q1: 11,743 shares; 2025Q2: 12,071 shares; 2025Q3: 11,671 shares; 2025Q4: 18,551 shares; 2026Q1: 17,170 shares 17,170 $1.59M 0.07% -1,381 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,371 shares 13,371 $1.59M 0.07% -648 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 17,919 shares; 2025Q1: 19,754 shares; 2025Q2: 21,015 shares; 2025Q3: 21,835 shares; 2025Q4: 21,483 shares; 2026Q1: 20,131 shares 20,131 $1.59M 0.07% -1,352 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,278 shares; 2025Q1: 6,177 shares; 2025Q2: 5,573 shares; 2025Q3: 5,889 shares; 2025Q4: 5,765 shares; 2026Q1: 5,789 shares 5,789 $1.58M 0.07% +24 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 10,027 shares; 2025Q1: 9,872 shares; 2025Q2: 9,244 shares; 2025Q3: 10,878 shares; 2025Q4: 11,006 shares; 2026Q1: 10,738 shares 10,738 $1.56M 0.07% -268 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,939 shares; 2024Q4: 43,123 shares; 2025Q1: 11,764 shares; 2025Q2: 9,170 shares; 2025Q3: 33,093 shares; 2025Q4: 33,198 shares; 2026Q1: 30,667 shares 30,667 $1.55M 0.07% -2,531 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; 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; 2026Q1: 62,204 shares 62,204 $1.54M 0.07% +21,641 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,268 shares; 2025Q1: 2,379 shares; 2025Q2: 2,212 shares; 2025Q3: 4,538 shares; 2025Q4: 3,167 shares; 2026Q1: 9,708 shares 9,708 $1.54M 0.07% +6,541 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,936 shares; 2025Q1: 7,600 shares; 2025Q2: 6,794 shares; 2025Q3: 11,382 shares; 2025Q4: 11,366 shares; 2026Q1: 11,581 shares 11,581 $1.52M 0.07% +215 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,923 shares; 2025Q4: 2,918 shares; 2026Q1: 4,433 shares 4,433 $1.52M 0.07% +1,515 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 18,351 shares; 2025Q1: 15,139 shares; 2025Q2: 13,165 shares; 2025Q3: 13,664 shares; 2025Q4: 13,226 shares; 2026Q1: 14,180 shares 14,180 $1.51M 0.07% +954 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,808 shares; 2024Q4: 29,335 shares; 2025Q1: 30,781 shares; 2025Q2: 31,416 shares; 2025Q3: 28,602 shares; 2025Q4: 27,702 shares; 2026Q1: 28,842 shares 28,842 $1.5M 0.07% +1,140 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,770 shares; 2025Q4: 5,653 shares; 2026Q1: 5,054 shares 5,054 $1.5M 0.07% -599 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,885 shares; 2025Q3: 51,698 shares; 2025Q4: 76,572 shares; 2026Q1: 35,633 shares 35,633 $1.49M 0.07% -40,939 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; 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; 2026Q1: 18,265 shares 18,265 $1.48M 0.07% +573 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,368 shares; 2024Q4: 35,591 shares; 2025Q1: 37,950 shares; 2025Q2: 8,197 shares; 2025Q3: 19,700 shares; 2025Q4: 21,725 shares; 2026Q1: 20,016 shares 20,016 $1.47M 0.07% -1,709 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; 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; 2026Q1: 59,242 shares 59,242 $1.47M 0.07% +5,122 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; 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; 2026Q1: 50,211 shares 50,211 $1.46M 0.07% -4,012 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,054 shares; 2025Q1: 2,991 shares; 2025Q2: 1,553 shares; 2025Q3: 1,881 shares; 2025Q4: 1,952 shares; 2026Q1: 1,723 shares 1,723 $1.46M 0.07% -229 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 844 shares; 2025Q1: 945 shares; 2025Q2: 898 shares; 2025Q3: 2,251 shares; 2025Q4: 2,134 shares; 2026Q1: 2,128 shares 2,128 $1.45M 0.06% -6 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; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 345 shares; 2025Q1: 465 shares; 2025Q2: 10,385 shares; 2025Q3: 27,059 shares; 2025Q4: 26,284 shares; 2026Q1: 15,637 shares 15,637 $1.44M 0.06% -10,647 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.06% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,442 shares 11,442 $1.43M 0.06% +1,048 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,341 shares; 2025Q1: 8,608 shares; 2025Q2: 9,215 shares; 2025Q3: 11,830 shares; 2025Q4: 10,617 shares; 2026Q1: 12,827 shares 12,827 $1.41M 0.06% +2,210 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,262 shares; 2024Q4: 21,509 shares; 2025Q1: 17,573 shares; 2025Q2: 16,686 shares; 2025Q3: 18,472 shares; 2025Q4: 18,527 shares; 2026Q1: 20,003 shares 20,003 $1.4M 0.06% +1,476 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; 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; 2026Q1: 115,568 shares 115,568 $1.4M 0.06% +26,340 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 7,576 shares; 2025Q1: 7,876 shares; 2025Q2: 7,787 shares; 2025Q3: 23,012 shares; 2025Q4: 24,531 shares; 2026Q1: 18,480 shares 18,480 $1.39M 0.06% -6,051 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; 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; 2026Q1: 27,661 shares 27,661 $1.37M 0.06% -40 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 2,669 shares; 2025Q2: 3,585 shares; 2025Q3: 7,888 shares; 2025Q4: 7,318 shares; 2026Q1: 8,403 shares 8,403 $1.36M 0.06% +1,085 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,977 shares; 2025Q1: 2,838 shares; 2025Q2: 2,280 shares; 2025Q3: 3,146 shares; 2025Q4: 2,976 shares; 2026Q1: 2,941 shares 2,941 $1.36M 0.06% -35 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; 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; 2026Q1: 12,071 shares 12,071 $1.34M 0.06% -638 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,389 shares; 2025Q1: 7,257 shares; 2025Q2: 7,166 shares; 2025Q3: 7,166 shares; 2025Q4: 7,519 shares; 2026Q1: 9,409 shares 9,409 $1.34M 0.06% +1,890 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,260 shares; 2025Q2: 26,446 shares; 2025Q3: 34,249 shares; 2025Q4: 34,460 shares; 2026Q1: 33,631 shares 33,631 $1.33M 0.06% -829 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,957 shares; 2025Q2: 1,464 shares; 2025Q3: 3,256 shares; 2025Q4: 3,166 shares; 2026Q1: 6,287 shares 6,287 $1.32M 0.06% +3,121 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 7,422 shares; 2025Q1: 8,704 shares; 2025Q2: 8,623 shares; 2025Q3: 10,314 shares; 2025Q4: 10,380 shares; 2026Q1: 10,805 shares 10,805 $1.31M 0.06% +425 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,734 shares; 2025Q1: 8,776 shares; 2025Q2: 8,632 shares; 2025Q3: 14,457 shares; 2025Q4: 12,631 shares; 2026Q1: 5,483 shares 5,483 $1.3M 0.06% -7,148 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,916 shares; 2025Q1: 9,153 shares; 2025Q2: 8,433 shares; 2025Q3: 18,403 shares; 2025Q4: 33,251 shares; 2026Q1: 38,819 shares 38,819 $1.3M 0.06% +5,568 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 6,562 shares; 2025Q1: 7,213 shares; 2025Q2: 6,082 shares; 2025Q3: 13,112 shares; 2025Q4: 13,702 shares; 2026Q1: 13,847 shares 13,847 $1.3M 0.06% +145 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,320 shares; 2025Q1: 12,749 shares; 2025Q2: 12,022 shares; 2025Q3: 11,421 shares; 2025Q4: 11,670 shares; 2026Q1: 10,953 shares 10,953 $1.3M 0.06% -717 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; 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; 2026Q1: 47,618 shares 47,618 $1.3M 0.06% -4,768 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; 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; 2026Q1: 29,316 shares 29,316 $1.29M 0.06% -399 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 7,798 shares; 2025Q1: 8,117 shares; 2025Q2: 8,094 shares; 2025Q3: 11,246 shares; 2025Q4: 10,420 shares; 2026Q1: 10,000 shares 10,000 $1.29M 0.06% -420 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 1,317 shares; 2025Q3: 3,033 shares; 2025Q4: 2,179 shares; 2026Q1: 2,340 shares 2,340 $1.29M 0.06% +161 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,630 shares 27,630 $1.28M 0.06% new Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,727 shares; 2025Q4: not reported; 2026Q1: 105,548 shares 105,548 $1.26M 0.06% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,203 shares; 2024Q4: 19,623 shares; 2025Q1: 17,095 shares; 2025Q2: 21,065 shares; 2025Q3: 29,921 shares; 2025Q4: 30,341 shares; 2026Q1: 37,429 shares 37,429 $1.26M 0.06% +7,088 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,843 shares; 2025Q1: 3,533 shares; 2025Q2: 2,988 shares; 2025Q3: 6,419 shares; 2025Q4: 9,063 shares; 2026Q1: 10,056 shares 10,056 $1.25M 0.06% +993 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 3,081 shares; 2025Q1: 3,225 shares; 2025Q2: 3,494 shares; 2025Q3: 5,730 shares; 2025Q4: 6,714 shares; 2026Q1: 6,770 shares 6,770 $1.25M 0.06% +56 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,419 shares; 2025Q4: 7,764 shares; 2026Q1: 9,168 shares 9,168 $1.25M 0.06% +1,404 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 25,658 shares; 2025Q1: 28,656 shares; 2025Q2: 27,435 shares; 2025Q3: 43,401 shares; 2025Q4: 55,678 shares; 2026Q1: 44,198 shares 44,198 $1.24M 0.06% -11,480 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 7,334 shares; 2025Q1: 9,047 shares; 2025Q2: 7,206 shares; 2025Q3: 8,708 shares; 2025Q4: 9,923 shares; 2026Q1: 20,237 shares 20,237 $1.23M 0.05% +10,314 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 10,040 shares; 2025Q1: 16,292 shares; 2025Q2: 20,763 shares; 2025Q3: 21,017 shares; 2025Q4: 19,161 shares; 2026Q1: 23,308 shares 23,308 $1.21M 0.05% +4,147 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 4,964 shares; 2025Q1: 12,882 shares; 2025Q2: 13,892 shares; 2025Q3: 15,554 shares; 2025Q4: 10,756 shares; 2026Q1: 12,968 shares 12,968 $1.2M 0.05% +2,212 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,113 shares; 2024Q4: 12,352 shares; 2025Q1: 13,932 shares; 2025Q2: 12,954 shares; 2025Q3: 16,560 shares; 2025Q4: 10,795 shares; 2026Q1: 12,473 shares 12,473 $1.2M 0.05% +1,678 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 4,923 shares; 2025Q1: 4,410 shares; 2025Q2: 4,156 shares; 2025Q3: 17,753 shares; 2025Q4: 18,377 shares; 2026Q1: 18,681 shares 18,681 $1.2M 0.05% +304 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,416 shares; 2025Q4: 35,286 shares; 2026Q1: 35,491 shares 35,491 $1.2M 0.05% +205 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,042 shares; 2025Q2: 22,891 shares; 2025Q3: 41,826 shares; 2025Q4: 44,296 shares; 2026Q1: 38,508 shares 38,508 $1.19M 0.05% -5,788 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 11,525 shares; 2025Q1: 10,292 shares; 2025Q2: 9,151 shares; 2025Q3: 10,726 shares; 2025Q4: 13,972 shares; 2026Q1: 14,754 shares 14,754 $1.19M 0.05% +782 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; 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; 2026Q1: 38,018 shares 38,018 $1.18M 0.05% -225 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,583 shares; 2025Q4: 24,252 shares; 2026Q1: 23,220 shares 23,220 $1.18M 0.05% -1,032 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; 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; 2026Q1: 23,620 shares 23,620 $1.18M 0.05% +7,253 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,477 shares; 2024Q4: 11,791 shares; 2025Q1: 11,809 shares; 2025Q2: 12,061 shares; 2025Q3: 12,839 shares; 2025Q4: 12,067 shares; 2026Q1: 12,255 shares 12,255 $1.17M 0.05% +188 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,202 shares; 2026Q1: 51,933 shares 51,933 $1.17M 0.05% -1,269 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 960 shares; 2025Q2: 949 shares; 2025Q3: 1,074 shares; 2025Q4: 994 shares; 2026Q1: 1,202 shares 1,202 $1.16M 0.05% +208 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; 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; 2026Q1: 10,616 shares 10,616 $1.15M 0.05% +1,087 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 24,047 shares; 2025Q1: 25,774 shares; 2025Q2: 25,629 shares; 2025Q3: 26,523 shares; 2025Q4: 26,481 shares; 2026Q1: 22,810 shares 22,810 $1.14M 0.05% -3,671 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 8,055 shares; 2025Q1: 12,095 shares; 2025Q2: 11,872 shares; 2025Q3: 14,949 shares; 2025Q4: 14,045 shares; 2026Q1: 14,571 shares 14,571 $1.14M 0.05% +526 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 4,458 shares; 2025Q1: 3,313 shares; 2025Q2: 4,258 shares; 2025Q3: 5,256 shares; 2025Q4: 4,911 shares; 2026Q1: 4,622 shares 4,622 $1.14M 0.05% -289 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,248 shares; 2024Q4: 7,275 shares; 2025Q1: 6,939 shares; 2025Q2: 6,862 shares; 2025Q3: 7,997 shares; 2025Q4: 7,909 shares; 2026Q1: 7,816 shares 7,816 $1.14M 0.05% -93 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 11,519 shares; 2025Q1: 15,967 shares; 2025Q2: 18,177 shares; 2025Q3: 21,165 shares; 2025Q4: 20,567 shares; 2026Q1: 19,435 shares 19,435 $1.14M 0.05% -1,132 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; 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; 2026Q1: 48,914 shares 48,914 $1.14M 0.05% +442 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 5,638 shares; 2025Q1: 5,582 shares; 2025Q2: 5,346 shares; 2025Q3: 5,164 shares; 2025Q4: 4,533 shares; 2026Q1: 3,160 shares 3,160 $1.13M 0.05% -1,373 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,508 shares; 2024Q4: 32,542 shares; 2025Q1: 29,649 shares; 2025Q2: 15,545 shares; 2025Q3: 27,243 shares; 2025Q4: 29,534 shares; 2026Q1: 13,753 shares 13,753 $1.13M 0.05% -15,781 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; 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; 2026Q1: 4,496 shares 4,496 $1.13M 0.05% +544 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; 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; 2026Q1: 38,527 shares 38,527 $1.12M 0.05% +9,649 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; 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; 2026Q1: 8,306 shares 8,306 $1.12M 0.05% -2 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 4,922 shares; 2025Q1: 4,880 shares; 2025Q2: 4,253 shares; 2025Q3: 3,294 shares; 2025Q4: 3,173 shares; 2026Q1: 5,301 shares 5,301 $1.12M 0.05% +2,128 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; 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; 2026Q1: 37,139 shares 37,139 $1.12M 0.05% +6,921 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 9,494 shares; 2025Q1: 12,027 shares; 2025Q2: 8,582 shares; 2025Q3: 14,185 shares; 2025Q4: 14,558 shares; 2026Q1: 13,967 shares 13,967 $1.11M 0.05% -591 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; 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; 2026Q1: 17,061 shares 17,061 $1.11M 0.05% +6,960 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,172 shares; 2026Q1: 23,266 shares 23,266 $1.11M 0.05% +14,094 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 22,843 shares; 2025Q4: 23,503 shares; 2026Q1: 40,729 shares 40,729 $1.11M 0.05% +17,226 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; 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; 2026Q1: 29,652 shares 29,652 $1.1M 0.05% +699 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,869 shares; 2025Q4: 24,918 shares; 2026Q1: 28,707 shares 28,707 $1.1M 0.05% +3,789 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,175 shares; 2025Q4: 10,990 shares; 2026Q1: 39,135 shares 39,135 $1.1M 0.05% +28,145 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,037 shares 6,037 $1.1M 0.05% -12 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; 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; 2026Q1: 12,952 shares 12,952 $1.1M 0.05% -112 Timeline BDIV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,345 shares 48,345 $1.1M 0.05% new 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; 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; 2026Q1: 47,540 shares 47,540 $1.09M 0.05% +2,226 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,387 shares; 2026Q1: 3,694 shares 3,694 $1.09M 0.05% +307 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 15,121 shares; 2025Q1: 18,022 shares; 2025Q2: 23,486 shares; 2025Q3: 26,378 shares; 2025Q4: 26,388 shares; 2026Q1: 27,674 shares 27,674 $1.08M 0.05% +1,286 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,886 shares; 2026Q1: 40,103 shares 40,103 $1.08M 0.05% +18,217 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 5,010 shares; 2025Q1: 7,912 shares; 2025Q2: 6,108 shares; 2025Q3: 6,979 shares; 2025Q4: 6,428 shares; 2026Q1: 6,528 shares 6,528 $1.07M 0.05% +100 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,631 shares; 2024Q4: 31,952 shares; 2025Q1: 43,145 shares; 2025Q2: 50,333 shares; 2025Q3: 49,268 shares; 2025Q4: 33,700 shares; 2026Q1: 26,632 shares 26,632 $1.07M 0.05% -7,068 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,007 shares 14,007 $1.06M 0.05% new 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; 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; 2026Q1: 25,615 shares 25,615 $1.06M 0.05% +3,619 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,366 shares; 2025Q4: 31,092 shares; 2026Q1: 31,466 shares 31,466 $1.06M 0.05% +374 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,489 shares; 2025Q1: 7,990 shares; 2025Q2: 7,135 shares; 2025Q3: 8,502 shares; 2025Q4: 8,298 shares; 2026Q1: 8,589 shares 8,589 $1.05M 0.05% +291 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: 4,730 shares; 2025Q3: 14,819 shares; 2025Q4: 13,213 shares; 2026Q1: 11,376 shares 11,376 $1.05M 0.05% -1,837 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,673 shares; 2025Q1: 3,263 shares; 2025Q2: 3,922 shares; 2025Q3: 5,833 shares; 2025Q4: 8,975 shares; 2026Q1: 9,637 shares 9,637 $1.05M 0.05% +662 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,232 shares; 2025Q4: 69,445 shares; 2026Q1: 74,219 shares 74,219 $1.05M 0.05% +4,774 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,199 shares; 2025Q1: 2,699 shares; 2025Q2: 1,348 shares; 2025Q3: 2,738 shares; 2025Q4: 2,641 shares; 2026Q1: 3,438 shares 3,438 $1.04M 0.05% +797 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 305 shares; 2025Q1: 420 shares; 2025Q2: 441 shares; 2025Q3: 904 shares; 2025Q4: 801 shares; 2026Q1: 781 shares 781 $1.03M 0.05% -20 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; 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; 2026Q1: 93,504 shares 93,504 $1.03M 0.05% +1,277 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; 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; 2026Q1: 43,941 shares 43,941 $1.03M 0.05% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,409 shares; 2025Q4: 11,027 shares; 2026Q1: 12,919 shares 12,919 $1.03M 0.05% +1,892 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,366 shares; 2025Q3: 8,602 shares; 2025Q4: 9,618 shares; 2026Q1: 9,453 shares 9,453 $1.02M 0.05% -165 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,304 shares; 2024Q4: 42,752 shares; 2025Q1: 36,751 shares; 2025Q2: 51,816 shares; 2025Q3: 52,554 shares; 2025Q4: 55,058 shares; 2026Q1: 52,912 shares 52,912 $1.02M 0.05% -2,146 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; 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; 2026Q1: 12,348 shares 12,348 $1.02M 0.05% -383 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,336 shares; 2025Q1: 6,944 shares; 2025Q2: 11,570 shares; 2025Q3: 17,095 shares; 2025Q4: 17,447 shares; 2026Q1: 17,471 shares 17,471 $1.02M 0.05% +24 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,356 shares; 2025Q1: 12,363 shares; 2025Q2: 13,558 shares; 2025Q3: 13,178 shares; 2025Q4: 13,579 shares; 2026Q1: 13,808 shares 13,808 $1.01M 0.05% +229 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 44,488 shares; 2025Q1: not reported; 2025Q2: 82,748 shares; 2025Q3: 100,726 shares; 2025Q4: 105,590 shares; 2026Q1: 108,451 shares 108,451 $1.01M 0.05% +2,861 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,518 shares; 2024Q4: 79,424 shares; 2025Q1: 79,405 shares; 2025Q2: 51,362 shares; 2025Q3: 54,969 shares; 2025Q4: 42,540 shares; 2026Q1: 41,465 shares 41,465 $1.01M 0.04% -1,075 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 671 shares; 2025Q1: 761 shares; 2025Q2: 600 shares; 2025Q3: 1,160 shares; 2025Q4: 6,462 shares; 2026Q1: 9,576 shares 9,576 $1M 0.04% +3,114 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; 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; 2026Q1: 11,117 shares 11,117 $996K 0.04% -1,235 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,269 shares; 2025Q1: 16,900 shares; 2025Q2: 16,846 shares; 2025Q3: 17,473 shares; 2025Q4: 16,251 shares; 2026Q1: 21,985 shares 21,985 $995K 0.04% +5,734 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 10,102 shares; 2025Q1: 10,670 shares; 2025Q2: 10,976 shares; 2025Q3: 10,604 shares; 2025Q4: 10,117 shares; 2026Q1: 9,613 shares 9,613 $991K 0.04% -504 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 5,393 shares; 2025Q1: 7,028 shares; 2025Q2: 5,816 shares; 2025Q3: 6,958 shares; 2025Q4: 7,693 shares; 2026Q1: 9,648 shares 9,648 $991K 0.04% +1,955 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 1,059 shares; 2025Q1: 1,166 shares; 2025Q2: 1,114 shares; 2025Q3: 1,499 shares; 2025Q4: 1,863 shares; 2026Q1: 1,998 shares 1,998 $990K 0.04% +135 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 17,841 shares; 2025Q1: 34,311 shares; 2025Q2: 18,384 shares; 2025Q3: 36,725 shares; 2025Q4: 33,061 shares; 2026Q1: 32,403 shares 32,403 $988K 0.04% -658 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 525 shares; 2025Q1: 700 shares; 2025Q2: 572 shares; 2025Q3: 1,121 shares; 2025Q4: 1,130 shares; 2026Q1: 1,141 shares 1,141 $988K 0.04% +11 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; 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; 2026Q1: 35,388 shares 35,388 $986K 0.04% +2,350 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,378 shares; 2026Q1: 39,053 shares 39,053 $982K 0.04% +21,675 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 2,202 shares; 2025Q1: 3,093 shares; 2025Q2: 2,122 shares; 2025Q3: 2,917 shares; 2025Q4: 2,766 shares; 2026Q1: 4,340 shares 4,340 $981K 0.04% +1,574 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,873 shares; 2025Q4: 24,006 shares; 2026Q1: 31,250 shares 31,250 $981K 0.04% +7,244 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,739 shares; 2025Q3: 33,969 shares; 2025Q4: 31,495 shares; 2026Q1: 31,242 shares 31,242 $976K 0.04% -253 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,269 shares; 2025Q1: 3,232 shares; 2025Q2: 3,289 shares; 2025Q3: 7,607 shares; 2025Q4: 7,595 shares; 2026Q1: 7,430 shares 7,430 $974K 0.04% -165 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; 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; 2026Q1: 18,746 shares 18,746 $973K 0.04% +5,220 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,944 shares; 2025Q1: 4,908 shares; 2025Q2: 5,308 shares; 2025Q3: 11,434 shares; 2025Q4: 11,971 shares; 2026Q1: 12,312 shares 12,312 $973K 0.04% +341 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,961 shares; 2025Q4: 41,023 shares; 2026Q1: 41,304 shares 41,304 $972K 0.04% +281 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 22,801 shares; 2026Q1: 22,860 shares 22,860 $972K 0.04% +59 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 7,402 shares; 2025Q1: 9,395 shares; 2025Q2: 12,415 shares; 2025Q3: 17,117 shares; 2025Q4: 18,596 shares; 2026Q1: 18,312 shares 18,312 $967K 0.04% -284 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; 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; 2026Q1: 36,241 shares 36,241 $965K 0.04% -1,418 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 3,519 shares; 2025Q1: 4,245 shares; 2025Q2: 4,121 shares; 2025Q3: 6,180 shares; 2025Q4: 5,540 shares; 2026Q1: 5,169 shares 5,169 $965K 0.04% -371 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; 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; 2026Q1: 23,150 shares 23,150 $964K 0.04% -3,247 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 262,357 shares; 2025Q1: 27,161 shares; 2025Q2: not reported; 2025Q3: 10,226 shares; 2025Q4: 13,470 shares; 2026Q1: 10,973 shares 10,973 $951K 0.04% -2,497 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; 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; 2026Q1: 9,853 shares 9,853 $944K 0.04% +3,335 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,428 shares; 2025Q4: 6,961 shares; 2026Q1: 7,388 shares 7,388 $934K 0.04% +427 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,469 shares; 2025Q2: 6,409 shares; 2025Q3: 17,487 shares; 2025Q4: 16,729 shares; 2026Q1: 18,665 shares 18,665 $930K 0.04% +1,936 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 11,886 shares; 2025Q1: 12,142 shares; 2025Q2: 13,332 shares; 2025Q3: 13,332 shares; 2025Q4: 13,332 shares; 2026Q1: 22,839 shares 22,839 $928K 0.04% +9,507 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,748 shares; 2024Q4: 49,939 shares; 2025Q1: 78,542 shares; 2025Q2: 78,518 shares; 2025Q3: 100,587 shares; 2025Q4: 18,025 shares; 2026Q1: 84,087 shares 84,087 $927K 0.04% +66,062 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; 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; 2026Q1: 9,569 shares 9,569 $923K 0.04% +3,013 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,519 shares; 2025Q4: 38,168 shares; 2026Q1: 37,809 shares 37,809 $919K 0.04% -359 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 9,426 shares; 2025Q1: 12,186 shares; 2025Q2: 12,242 shares; 2025Q3: 15,443 shares; 2025Q4: 13,533 shares; 2026Q1: 12,729 shares 12,729 $916K 0.04% -804 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 5,019 shares; 2026Q1: 5,595 shares 5,595 $915K 0.04% +576 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,470 shares; 2025Q1: 10,526 shares; 2025Q2: 11,235 shares; 2025Q3: 28,960 shares; 2025Q4: 17,323 shares; 2026Q1: 18,133 shares 18,133 $905K 0.04% +810 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,391 shares 7,391 $896K 0.04% -1,818 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,298 shares; 2025Q4: 19,404 shares; 2026Q1: 24,863 shares 24,863 $893K 0.04% +5,459 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,889 shares; 2026Q1: 15,661 shares 15,661 $892K 0.04% +3,772 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; 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; 2026Q1: 84,715 shares 84,715 $880K 0.04% +13,635 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; 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; 2026Q1: 38,336 shares 38,336 $876K 0.04% +5,102 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; 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; 2026Q1: 15,115 shares 15,115 $875K 0.04% -1,782 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,397 shares; 2025Q2: 2,489 shares; 2025Q3: 6,730 shares; 2025Q4: 3,596 shares; 2026Q1: 4,795 shares 4,795 $875K 0.04% +1,199 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; 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; 2026Q1: 6,946 shares 6,946 $872K 0.04% -446 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,429 shares; 2025Q2: 10,429 shares; 2025Q3: 10,429 shares; 2025Q4: 10,429 shares; 2026Q1: 23,929 shares 23,929 $869K 0.04% +13,500 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,180 shares; 2025Q1: 3,070 shares; 2025Q2: 2,964 shares; 2025Q3: 7,435 shares; 2025Q4: 9,819 shares; 2026Q1: 10,403 shares 10,403 $861K 0.04% +584 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,416 shares; 2024Q4: 20,724 shares; 2025Q1: 23,359 shares; 2025Q2: 21,343 shares; 2025Q3: 20,629 shares; 2025Q4: 22,094 shares; 2026Q1: 17,086 shares 17,086 $854K 0.04% -5,008 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 2,244 shares; 2025Q1: 2,148 shares; 2025Q2: 2,439 shares; 2025Q3: 3,269 shares; 2025Q4: 3,342 shares; 2026Q1: 3,494 shares 3,494 $853K 0.04% +152 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; 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; 2026Q1: 166,664 shares 166,664 $850K 0.04% -35,466 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,816 shares; 2025Q4: 27,047 shares; 2026Q1: 27,099 shares 27,099 $847K 0.04% +52 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; 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; 2026Q1: 25,118 shares 25,118 $845K 0.04% -31,037 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,304 shares; 2025Q1: 2,153 shares; 2025Q2: 2,154 shares; 2025Q3: 2,373 shares; 2025Q4: 2,714 shares; 2026Q1: 2,689 shares 2,689 $844K 0.04% -25 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,069 shares; 2024Q4: 16,270 shares; 2025Q1: 17,948 shares; 2025Q2: 18,259 shares; 2025Q3: 17,054 shares; 2025Q4: 17,188 shares; 2026Q1: 18,240 shares 18,240 $843K 0.04% +1,052 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: 12,123 shares; 2025Q1: 16,716 shares; 2025Q2: 18,199 shares; 2025Q3: 26,047 shares; 2025Q4: 21,601 shares; 2026Q1: 8,440 shares 8,440 $839K 0.04% -13,161 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 6,981 shares; 2025Q1: 5,720 shares; 2025Q2: not reported; 2025Q3: 7,451 shares; 2025Q4: 18,541 shares; 2026Q1: 7,613 shares 7,613 $830K 0.04% -10,928 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,753 shares; 2025Q1: 9,675 shares; 2025Q2: 9,621 shares; 2025Q3: 8,727 shares; 2025Q4: 9,032 shares; 2026Q1: 9,129 shares 9,129 $823K 0.04% +97 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,663 shares; 2024Q4: 51,846 shares; 2025Q1: 57,201 shares; 2025Q2: 48,853 shares; 2025Q3: 48,202 shares; 2025Q4: 42,041 shares; 2026Q1: 34,206 shares 34,206 $820K 0.04% -7,835 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,580 shares; 2025Q1: 9,878 shares; 2025Q2: 9,971 shares; 2025Q3: 12,213 shares; 2025Q4: 10,946 shares; 2026Q1: 11,915 shares 11,915 $820K 0.04% +969 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; 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; 2026Q1: 6,428 shares 6,428 $816K 0.04% -2,656 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 8,557 shares; 2025Q4: 12,257 shares; 2026Q1: 13,011 shares 13,011 $816K 0.04% +754 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 7,955 shares; 2026Q1: 10,169 shares 10,169 $812K 0.04% +2,214 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; 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; 2026Q1: 10,077 shares 10,077 $812K 0.04% -682 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 4,532 shares; 2025Q1: 5,930 shares; 2025Q2: 4,622 shares; 2025Q3: 8,246 shares; 2025Q4: 8,121 shares; 2026Q1: 9,142 shares 9,142 $811K 0.04% +1,021 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 4,749 shares; 2026Q1: 9,307 shares 9,307 $807K 0.04% +4,558 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,539 shares; 2025Q4: 34,749 shares; 2026Q1: 34,765 shares 34,765 $806K 0.04% +16 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares; 2026Q1: 6,333 shares 6,333 $806K 0.04% +3,409 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,410 shares 32,410 $805K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 2,532 shares; 2025Q1: 2,616 shares; 2025Q2: 2,850 shares; 2025Q3: 3,390 shares; 2025Q4: 3,430 shares; 2026Q1: 3,391 shares 3,391 $801K 0.04% -39 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,296 shares 3,296 $801K 0.04% +229 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 12,678 shares 12,678 $794K 0.04% +5,407 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 1,054 shares; 2026Q1: 1,050 shares 1,050 $775K 0.03% -4 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; 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; 2026Q1: 59,101 shares 59,101 $774K 0.03% +1,238 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,900 shares; 2025Q1: 2,129 shares; 2025Q2: 2,012 shares; 2025Q3: 3,479 shares; 2025Q4: 3,994 shares; 2026Q1: 2,810 shares 2,810 $773K 0.03% -1,184 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,472 shares 13,472 $769K 0.03% +2 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,795 shares; 2025Q1: 1,875 shares; 2025Q2: 1,802 shares; 2025Q3: 1,767 shares; 2025Q4: 1,656 shares; 2026Q1: 2,148 shares 2,148 $768K 0.03% +492 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,101 shares; 2025Q4: 113,054 shares; 2026Q1: 79,681 shares 79,681 $765K 0.03% -33,373 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,149 shares; 2025Q4: 10,566 shares; 2026Q1: 18,970 shares 18,970 $762K 0.03% +8,404 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,428 shares; 2025Q4: 15,194 shares; 2026Q1: 16,145 shares 16,145 $757K 0.03% +951 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,858 shares; 2025Q1: 5,058 shares; 2025Q2: 5,006 shares; 2025Q3: 5,015 shares; 2025Q4: 5,245 shares; 2026Q1: 4,974 shares 4,974 $753K 0.03% -271 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,412 shares; 2025Q4: 19,708 shares; 2026Q1: 19,038 shares 19,038 $749K 0.03% -670 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,660 shares; 2025Q2: 8,492 shares; 2025Q3: 4,440 shares; 2025Q4: not reported; 2026Q1: 14,733 shares 14,733 $746K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,458 shares; 2025Q1: 1,757 shares; 2025Q2: 1,536 shares; 2025Q3: 2,161 shares; 2025Q4: 2,232 shares; 2026Q1: 2,173 shares 2,173 $746K 0.03% -59 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 1,162 shares; 2025Q4: 1,224 shares; 2026Q1: 1,022 shares 1,022 $744K 0.03% -202 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,244 shares; 2024Q4: 98,231 shares; 2025Q1: 122,872 shares; 2025Q2: 123,848 shares; 2025Q3: 118,959 shares; 2025Q4: 17,958 shares; 2026Q1: 42,969 shares 42,969 $735K 0.03% +25,011 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,183 shares; 2025Q1: 4,484 shares; 2025Q2: 7,350 shares; 2025Q3: 4,690 shares; 2025Q4: 11,060 shares; 2026Q1: 14,476 shares 14,476 $733K 0.03% +3,416 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,138 shares; 2025Q2: 16,134 shares; 2025Q3: 16,867 shares; 2025Q4: 10,939 shares; 2026Q1: 28,493 shares 28,493 $728K 0.03% +17,554 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,904 shares 20,904 $727K 0.03% -1,517 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,035 shares; 2025Q4: 4,642 shares; 2026Q1: 6,996 shares 6,996 $726K 0.03% +2,354 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,064 shares; 2026Q1: 10,848 shares 10,848 $725K 0.03% +3,784 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; 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; 2026Q1: 13,786 shares 13,786 $724K 0.03% +330 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 4,280 shares; 2025Q1: 10,966 shares; 2025Q2: 10,992 shares; 2025Q3: 11,733 shares; 2025Q4: 10,034 shares; 2026Q1: 12,603 shares 12,603 $710K 0.03% +2,569 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,701 shares; 2025Q4: 12,648 shares; 2026Q1: 33,481 shares 33,481 $708K 0.03% +20,833 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; 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; 2026Q1: 85,360 shares 85,360 $697K 0.03% -1,686 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,571 shares; 2025Q1: 3,768 shares; 2025Q2: 3,694 shares; 2025Q3: 4,607 shares; 2025Q4: 4,129 shares; 2026Q1: 4,019 shares 4,019 $697K 0.03% -110 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; 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; 2026Q1: 7,541 shares 7,541 $696K 0.03% -626 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,621 shares; 2024Q4: 22,428 shares; 2025Q1: 25,091 shares; 2025Q2: 25,573 shares; 2025Q3: 27,714 shares; 2025Q4: not reported; 2026Q1: 12,582 shares 12,582 $691K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,012 shares; 2025Q4: 3,510 shares; 2026Q1: 5,091 shares 5,091 $691K 0.03% +1,581 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,376 shares; 2026Q1: 11,598 shares 11,598 $691K 0.03% +2,222 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,407 shares 1,407 $691K 0.03% -146 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 30,257 shares; 2025Q1: 1,961 shares; 2025Q2: not reported; 2025Q3: 4,592 shares; 2025Q4: 4,676 shares; 2026Q1: 4,836 shares 4,836 $689K 0.03% +160 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,223 shares; 2025Q3: 18,111 shares; 2025Q4: 17,687 shares; 2026Q1: 17,378 shares 17,378 $685K 0.03% -309 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,514 shares; 2025Q2: 8,264 shares; 2025Q3: 8,441 shares; 2025Q4: 9,232 shares; 2026Q1: 8,481 shares 8,481 $683K 0.03% -751 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; 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; 2026Q1: 17,087 shares 17,087 $679K 0.03% +454 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 12,634 shares; 2025Q1: 13,475 shares; 2025Q2: 13,476 shares; 2025Q3: 14,360 shares; 2025Q4: 14,890 shares; 2026Q1: 10,387 shares 10,387 $675K 0.03% -4,503 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 9,860 shares; 2025Q1: 11,840 shares; 2025Q2: 13,345 shares; 2025Q3: 16,360 shares; 2025Q4: 20,640 shares; 2026Q1: 23,960 shares 23,960 $675K 0.03% +3,320 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 895 shares; 2026Q1: 922 shares 922 $671K 0.03% +27 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 462 shares; 2026Q1: 486 shares 486 $670K 0.03% +24 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; 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; 2026Q1: 19,771 shares 19,771 $666K 0.03% -1,031 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 1,502 shares; 2025Q3: 2,484 shares; 2025Q4: 1,745 shares; 2026Q1: 1,672 shares 1,672 $666K 0.03% -73 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,783 shares; 2026Q1: 1,999 shares 1,999 $652K 0.03% +216 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307,114 shares; 2025Q4: 269,964 shares; 2026Q1: 200,239 shares 200,239 $646K 0.03% -69,725 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,092 shares; 2025Q4: 17,460 shares; 2026Q1: 14,412 shares 14,412 $643K 0.03% -3,048 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; 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; 2026Q1: 36,862 shares 36,862 $643K 0.03% +571 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,328 shares 13,328 $642K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,817 shares; 2024Q4: 4,450 shares; 2025Q1: 10,527 shares; 2025Q2: 10,533 shares; 2025Q3: 10,113 shares; 2025Q4: 4,715 shares; 2026Q1: 4,414 shares 4,414 $641K 0.03% -301 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 9,407 shares; 2025Q1: 10,024 shares; 2025Q2: 10,385 shares; 2025Q3: 8,505 shares; 2025Q4: 3,759 shares; 2026Q1: 3,518 shares 3,518 $640K 0.03% -241 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 4,953 shares; 2025Q1: 5,358 shares; 2025Q2: 4,926 shares; 2025Q3: 6,955 shares; 2025Q4: 6,162 shares; 2026Q1: 8,514 shares 8,514 $639K 0.03% +2,352 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,045 shares 10,045 $639K 0.03% -1,881 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; 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; 2026Q1: 28,742 shares 28,742 $635K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 550 shares; 2025Q1: 506 shares; 2025Q2: 569 shares; 2025Q3: 692 shares; 2025Q4: 1,030 shares; 2026Q1: 1,129 shares 1,129 $634K 0.03% +99 Timeline