PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,204 shares; 2025Q1: 2,200 shares; 2025Q2: 2,359 shares; 2025Q3: 2,375 shares; 2025Q4: 2,128 shares; 2026Q1: 1,988 shares 1,988 $394K 0.01% -140 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,761 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 3,143 shares; 2025Q4: 3,708 shares; 2026Q1: 3,901 shares 3,901 $388K 0.01% +193 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: 912 shares; 2024Q4: 919 shares; 2025Q1: 933 shares; 2025Q2: 932 shares; 2025Q3: 778 shares; 2025Q4: 956 shares; 2026Q1: 1,186 shares 1,186 $387K 0.01% +230 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: 2,865 shares; 2024Q4: 2,050 shares; 2025Q1: 2,236 shares; 2025Q2: 2,152 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,124 shares 2,124 $387K 0.01% +1 Timeline BSCV 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: 15,063 shares; 2024Q4: 15,284 shares; 2025Q1: 14,501 shares; 2025Q2: 16,162 shares; 2025Q3: 16,256 shares; 2025Q4: 19,068 shares; 2026Q1: 23,256 shares 23,256 $383K 0.01% +4,188 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,386 shares; 2025Q2: 3,386 shares; 2025Q3: 3,386 shares; 2025Q4: 3,106 shares; 2026Q1: 2,926 shares 2,926 $382K 0.01% -180 Timeline FUMB 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: not reported; 2025Q1: 3,575 shares; 2025Q2: 21,963 shares; 2025Q3: 35,772 shares; 2025Q4: 22,348 shares; 2026Q1: 19,012 shares 19,012 $382K 0.01% -3,336 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,199 shares; 2024Q4: 22,845 shares; 2025Q1: 8,748 shares; 2025Q2: 8,953 shares; 2025Q3: 9,509 shares; 2025Q4: 7,857 shares; 2026Q1: 7,837 shares 7,837 $381K 0.01% -20 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 440 shares; 2025Q1: 2,068 shares; 2025Q2: 2,055 shares; 2025Q3: 2,140 shares; 2025Q4: 2,143 shares; 2026Q1: 1,829 shares 1,829 $379K 0.01% -314 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,209 shares; 2024Q4: 17,341 shares; 2025Q1: 16,922 shares; 2025Q2: 6,511 shares; 2025Q3: 5,286 shares; 2025Q4: 2,063 shares; 2026Q1: 2,957 shares 2,957 $379K 0.01% +894 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,756 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 7,947 shares; 2026Q1: 11,593 shares 11,593 $379K 0.01% +3,646 Timeline CPNM 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: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 14,350 shares; 2026Q1: 14,350 shares 14,350 $374K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,423 shares; 2024Q4: 14,370 shares; 2025Q1: 13,805 shares; 2025Q2: 13,785 shares; 2025Q3: 13,665 shares; 2025Q4: 12,315 shares; 2026Q1: 11,180 shares 11,180 $371K 0.01% -1,135 Timeline CPST 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: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: 13,745 shares; 2025Q4: 13,745 shares; 2026Q1: 13,745 shares 13,745 $371K 0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,809 shares; 2024Q4: 23,411 shares; 2025Q1: 18,813 shares; 2025Q2: 15,714 shares; 2025Q3: 16,037 shares; 2025Q4: 5,743 shares; 2026Q1: 7,898 shares 7,898 $370K 0.01% +2,155 Timeline RSSE 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: 2,593 shares; 2024Q4: 9,263 shares; 2025Q1: 14,957 shares; 2025Q2: 16,486 shares; 2025Q3: 18,528 shares; 2025Q4: 17,199 shares; 2026Q1: 17,199 shares 17,199 $370K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,018 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,523 shares; 2025Q4: 1,418 shares; 2026Q1: 1,325 shares 1,325 $369K 0.01% -93 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 855 shares; 2025Q3: 8,549 shares; 2025Q4: 9,979 shares; 2026Q1: 8,641 shares 8,641 $369K 0.01% -1,338 Timeline LRGF 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: 5,576 shares; 2024Q4: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,576 shares; 2025Q4: 5,576 shares; 2026Q1: 5,576 shares 5,576 $368K 0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 4,306 shares 4,306 $368K 0.01% +3,291 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,104 shares; 2025Q2: 9,813 shares; 2025Q3: 9,842 shares; 2025Q4: 9,349 shares; 2026Q1: 14,044 shares 14,044 $368K 0.01% +4,695 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: 859 shares; 2024Q4: 870 shares; 2025Q1: 842 shares; 2025Q2: 845 shares; 2025Q3: 848 shares; 2025Q4: 851 shares; 2026Q1: 2,509 shares 2,509 $365K 0.01% +1,658 Timeline SCHI 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: 9,121 shares; 2024Q4: 14,341 shares; 2025Q1: 14,305 shares; 2025Q2: 14,334 shares; 2025Q3: 15,551 shares; 2025Q4: 15,670 shares; 2026Q1: 16,014 shares 16,014 $363K 0.01% +344 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,781 shares; 2025Q1: 1,756 shares; 2025Q2: 1,763 shares; 2025Q3: 1,768 shares; 2025Q4: 1,948 shares; 2026Q1: 1,965 shares 1,965 $359K 0.01% +17 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,817 shares; 2026Q1: 8,686 shares 8,686 $353K 0.01% +2,869 Timeline CPRY 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: 12,968 shares; 2025Q4: 12,968 shares; 2026Q1: 12,968 shares 12,968 $351K 0.01% 0 Timeline BUL 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: 6,442 shares; 2025Q4: 6,497 shares; 2026Q1: 6,497 shares 6,497 $351K 0.01% 0 Timeline IWN 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: 4,799 shares; 2024Q4: 5,202 shares; 2025Q1: 5,414 shares; 2025Q2: 5,324 shares; 2025Q3: 5,303 shares; 2025Q4: 4,150 shares; 2026Q1: 1,839 shares 1,839 $348K 0.01% -2,311 Timeline PJUN 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: 7,599 shares; 2024Q4: 7,599 shares; 2025Q1: 7,599 shares; 2025Q2: 8,288 shares; 2025Q3: 8,288 shares; 2025Q4: 8,288 shares; 2026Q1: 8,288 shares 8,288 $346K 0.01% 0 Timeline KOCT 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: 6,352 shares; 2024Q4: 7,016 shares; 2025Q1: 10,473 shares; 2025Q2: 10,473 shares; 2025Q3: 10,473 shares; 2025Q4: 10,070 shares; 2026Q1: 10,070 shares 10,070 $342K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,956 shares; 2025Q1: 1,520 shares; 2025Q2: 1,161 shares; 2025Q3: 1,128 shares; 2025Q4: 1,832 shares; 2026Q1: 1,891 shares 1,891 $341K 0.01% +59 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 9,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,614 shares; 2025Q3: 9,613 shares; 2025Q4: 9,697 shares; 2026Q1: 9,696 shares 9,696 $341K 0.01% -1 Timeline QDEC 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: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 6,101 shares; 2025Q2: 6,101 shares; 2025Q3: 8,811 shares; 2025Q4: 11,507 shares; 2026Q1: 10,778 shares 10,778 $339K 0.01% -729 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,431 shares; 2025Q1: 6,149 shares; 2025Q2: 6,154 shares; 2025Q3: 5,652 shares; 2025Q4: 7,163 shares; 2026Q1: 7,376 shares 7,376 $338K 0.01% +213 Timeline SMMV 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: 7,741 shares 7,741 $337K 0.01% new Timeline MINO 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: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,881 shares; 2025Q4: 6,847 shares; 2026Q1: 7,418 shares 7,418 $335K 0.01% +571 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,517 shares 7,517 $334K 0.01% new Timeline SAUG 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: 11,966 shares; 2024Q4: 11,966 shares; 2025Q1: 12,924 shares; 2025Q2: 12,924 shares; 2025Q3: 12,924 shares; 2025Q4: 12,924 shares; 2026Q1: 12,924 shares 12,924 $333K 0.01% 0 Timeline NJUL 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: 4,489 shares; 2024Q4: 4,489 shares; 2025Q1: 5,395 shares; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 4,614 shares; 2026Q1: 4,614 shares 4,614 $330K 0.01% 0 Timeline BSMR 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: 7,368 shares; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 13,898 shares; 2026Q1: 13,931 shares 13,931 $330K 0.01% +33 Timeline XMHQ 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: 293 shares; 2024Q4: 318 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 3,182 shares 3,182 $329K 0.01% +1,736 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 8,122 shares; 2025Q1: 6,729 shares; 2025Q2: 5,821 shares; 2025Q3: 5,894 shares; 2025Q4: 5,937 shares; 2026Q1: 6,824 shares 6,824 $321K 0.01% +887 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: 32,333 shares; 2024Q4: 22,794 shares; 2025Q1: 23,770 shares; 2025Q2: 25,228 shares; 2025Q3: 26,275 shares; 2025Q4: 25,388 shares; 2026Q1: 3,434 shares 3,434 $318K 0.01% -21,954 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,315 shares; 2025Q1: 1,631 shares; 2025Q2: 19,106 shares; 2025Q3: 21,212 shares; 2025Q4: 15,576 shares; 2026Q1: 3,071 shares 3,071 $317K 0.01% -12,505 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 7,176 shares; 2026Q1: 11,682 shares 11,682 $317K 0.01% +4,506 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 1,251 shares; 2026Q1: 1,728 shares 1,728 $316K 0.01% +477 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,665 shares; 2025Q4: 4,729 shares; 2026Q1: 6,008 shares 6,008 $316K 0.01% +1,279 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 202 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 244 shares; 2025Q4: 225 shares; 2026Q1: 214 shares 214 $315K 0.01% -11 Timeline FVAL 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: 1,494 shares; 2026Q1: 4,520 shares 4,520 $314K 0.01% +3,026 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: 3,967 shares; 2024Q4: 4,437 shares; 2025Q1: 5,021 shares; 2025Q2: 4,938 shares; 2025Q3: 4,427 shares; 2025Q4: 4,428 shares; 2026Q1: 4,428 shares 4,428 $312K 0.01% 0 Timeline BUFB 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: not reported; 2026Q1: 8,663 shares 8,663 $311K 0.01% new Timeline GWX 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: 6,988 shares; 2024Q4: 6,988 shares; 2025Q1: 8,106 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares 7,192 $310K 0.01% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 731 shares; 2025Q1: 2,630 shares; 2025Q2: 2,958 shares; 2025Q3: 3,356 shares; 2025Q4: 3,476 shares; 2026Q1: 6,491 shares 6,491 $310K 0.01% +3,015 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $309K 0.01% 0 Timeline BUFY 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: 604 shares; 2025Q4: 604 shares; 2026Q1: 13,822 shares 13,822 $309K 0.01% +13,218 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: 4,796 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,796 shares; 2025Q3: 4,798 shares; 2025Q4: 4,801 shares; 2026Q1: 4,801 shares 4,801 $309K 0.01% 0 Timeline FNDA 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: 2,994 shares; 2024Q4: 5,984 shares; 2025Q1: 3,844 shares; 2025Q2: 3,847 shares; 2025Q3: 8,570 shares; 2025Q4: 8,926 shares; 2026Q1: 9,489 shares 9,489 $308K 0.01% +563 Timeline RSDE 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: 5,475 shares; 2025Q1: 9,109 shares; 2025Q2: 9,109 shares; 2025Q3: 11,589 shares; 2025Q4: 16,270 shares; 2026Q1: 13,987 shares 13,987 $307K 0.01% -2,283 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,157 shares; 2025Q4: 2,020 shares; 2026Q1: 1,974 shares 1,974 $306K 0.01% -46 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: 245 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 8,552 shares; 2026Q1: 13,308 shares 13,308 $306K 0.01% +4,756 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: 2,249 shares; 2024Q4: 2,313 shares; 2025Q1: 2,379 shares; 2025Q2: 1,964 shares; 2025Q3: 1,993 shares; 2025Q4: 2,187 shares; 2026Q1: 2,776 shares 2,776 $304K 0.01% +589 Timeline CPSO 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: 9,373 shares; 2025Q1: 11,151 shares; 2025Q2: 11,151 shares; 2025Q3: 11,151 shares; 2025Q4: 11,151 shares; 2026Q1: 11,151 shares 11,151 $301K 0.01% 0 Timeline FTGS 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: 8,344 shares; 2025Q4: not reported; 2026Q1: 8,784 shares 8,784 $299K 0.01% new Timeline BSMU 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: 4,707 shares; 2024Q4: 4,707 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 13,705 shares; 2026Q1: 13,705 shares 13,705 $299K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,901 shares; 2025Q1: 6,108 shares; 2025Q2: 5,804 shares; 2025Q3: 5,679 shares; 2025Q4: 5,486 shares; 2026Q1: 5,512 shares 5,512 $298K 0.01% +26 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO 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: 4,601 shares; 2025Q4: 5,102 shares; 2026Q1: 5,102 shares 5,102 $298K 0.01% 0 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 8,708 shares; 2026Q1: 9,475 shares 9,475 $298K 0.01% +767 Timeline BSJS 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: 11,473 shares; 2024Q4: 11,641 shares; 2025Q1: 14,536 shares; 2025Q2: 14,703 shares; 2025Q3: 13,775 shares; 2025Q4: 13,654 shares; 2026Q1: 13,675 shares 13,675 $297K 0.01% +21 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: 284 shares; 2024Q4: 392 shares; 2025Q1: 459 shares; 2025Q2: 359 shares; 2025Q3: 353 shares; 2025Q4: 348 shares; 2026Q1: 335 shares 335 $290K 0.01% -13 Timeline CPNS 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: 5,710 shares; 2024Q4: 11,861 shares; 2025Q1: 11,861 shares; 2025Q2: 11,861 shares; 2025Q3: 11,861 shares; 2025Q4: 10,688 shares; 2026Q1: 10,688 shares 10,688 $290K 0.01% 0 Timeline JPRE 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: 2,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 5,947 shares 5,947 $286K 0.01% +5,657 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: 205 shares; 2024Q4: 1,905 shares; 2025Q1: 3,630 shares; 2025Q2: 3,825 shares; 2025Q3: 4,133 shares; 2025Q4: 4,140 shares; 2026Q1: 4,863 shares 4,863 $284K 0.01% +723 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,709 shares; 2025Q4: 11,374 shares; 2026Q1: 11,374 shares 11,374 $282K 0.01% 0 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: 524 shares; 2024Q4: 1,000 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 557 shares; 2025Q4: 700 shares; 2026Q1: 2,901 shares 2,901 $280K 0.01% +2,201 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: 60 shares; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,258 shares; 2025Q4: 2,973 shares; 2026Q1: 2,273 shares 2,273 $279K 0.01% -700 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,761 shares; 2025Q2: 4,761 shares; 2025Q3: 4,931 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares 4,931 $278K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 947 shares; 2025Q1: 836 shares; 2025Q2: 711 shares; 2025Q3: 670 shares; 2025Q4: 612 shares; 2026Q1: 582 shares 582 $276K 0.01% -30 Timeline BSMQ 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: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 11,992 shares; 2025Q4: 16,166 shares; 2026Q1: 11,606 shares 11,606 $274K 0.01% -4,560 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 7,995 shares; 2025Q1: 7,995 shares; 2025Q2: 7,995 shares; 2025Q3: 7,995 shares; 2025Q4: 7,995 shares; 2026Q1: 7,995 shares 7,995 $274K 0.01% 0 Timeline BSCW 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: 11,602 shares; 2024Q4: 11,771 shares; 2025Q1: 10,464 shares; 2025Q2: 11,784 shares; 2025Q3: 11,856 shares; 2025Q4: 11,926 shares; 2026Q1: 13,194 shares 13,194 $272K 0.01% +1,268 Timeline HYTI 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: 3,509 shares; 2025Q4: 14,550 shares; 2026Q1: 14,043 shares 14,043 $271K 0.01% -507 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,365 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,334 shares; 2025Q4: 2,280 shares; 2026Q1: 2,290 shares 2,290 $270K 0.01% +10 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,805 shares; 2024Q4: 49,453 shares; 2025Q1: 51,660 shares; 2025Q2: 4,287 shares; 2025Q3: 4,163 shares; 2025Q4: 4,077 shares; 2026Q1: 4,052 shares 4,052 $270K 0.01% -25 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 6,200 shares; 2025Q1: 7,124 shares; 2025Q2: 6,158 shares; 2025Q3: 6,058 shares; 2025Q4: 5,333 shares; 2026Q1: 5,227 shares 5,227 $268K 0.01% -106 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,855 shares; 2025Q3: 2,308 shares; 2025Q4: not reported; 2026Q1: 3,696 shares 3,696 $268K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 3,387 shares; 2025Q4: 3,379 shares; 2026Q1: 3,310 shares 3,310 $268K 0.01% -69 Timeline FSMB 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: 9,439 shares; 2024Q4: 9,439 shares; 2025Q1: 10,935 shares; 2025Q2: 10,935 shares; 2025Q3: 10,935 shares; 2025Q4: 10,935 shares; 2026Q1: 13,417 shares 13,417 $268K 0.01% +2,482 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 5,245 shares 5,245 $268K 0.01% +4,060 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 654 shares; 2026Q1: 654 shares 654 $267K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,627 shares; 2025Q1: 1,635 shares; 2025Q2: 1,508 shares; 2025Q3: 1,447 shares; 2025Q4: 1,330 shares; 2026Q1: 1,274 shares 1,274 $265K 0.01% -56 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,247 shares; 2025Q1: 4,243 shares; 2025Q2: 4,201 shares; 2025Q3: 4,180 shares; 2025Q4: 4,069 shares; 2026Q1: 3,857 shares 3,857 $263K 0.01% -212 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,674 shares; 2025Q2: 8,256 shares; 2025Q3: 8,115 shares; 2025Q4: 9,422 shares; 2026Q1: 10,106 shares 10,106 $261K 0.01% +684 Timeline OCTM 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: 7,994 shares; 2025Q1: 8,143 shares; 2025Q2: 7,994 shares; 2025Q3: 7,994 shares; 2025Q4: 7,994 shares; 2026Q1: 7,994 shares 7,994 $260K 0.01% 0 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: 350 shares; 2024Q4: 381 shares; 2025Q1: 427 shares; 2025Q2: 445 shares; 2025Q3: 450 shares; 2025Q4: 457 shares; 2026Q1: 554 shares 554 $255K 0.01% +97 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $255K 0.01% 0 Timeline PMAY 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: 137,592 shares; 2024Q4: 12,479 shares; 2025Q1: 6,287 shares; 2025Q2: 6,287 shares; 2025Q3: 6,287 shares; 2025Q4: 6,287 shares; 2026Q1: 6,287 shares 6,287 $251K 0.01% 0 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: 357 shares; 2024Q4: 1,504 shares; 2025Q1: 981 shares; 2025Q2: 1,199 shares; 2025Q3: 1,339 shares; 2025Q4: 1,230 shares; 2026Q1: 1,497 shares 1,497 $248K 0.01% +267 Timeline QCJA 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: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 11,386 shares 11,386 $245K 0.01% +9,888 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 781 shares; 2025Q1: 1,054 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,058 shares; 2026Q1: 1,198 shares 1,198 $244K 0.01% +140 Timeline PSEP 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: 6,817 shares; 2024Q4: 6,817 shares; 2025Q1: 6,817 shares; 2025Q2: 6,817 shares; 2025Q3: 6,817 shares; 2025Q4: 6,817 shares; 2026Q1: 5,636 shares 5,636 $243K 0.01% -1,181 Timeline PRF 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: 5,213 shares; 2024Q4: 5,343 shares; 2025Q1: 5,015 shares; 2025Q2: 5,023 shares; 2025Q3: 5,043 shares; 2025Q4: 5,057 shares; 2026Q1: 5,071 shares 5,071 $241K 0.01% +14 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: 5,941 shares; 2024Q4: 4,785 shares; 2025Q1: 4,682 shares; 2025Q2: 4,679 shares; 2025Q3: 3,014 shares; 2025Q4: 2,029 shares; 2026Q1: 1,973 shares 1,973 $239K 0.01% -56 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 46 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 56 shares 56 $237K 0.01% -2 Timeline SMMD 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: 4,475 shares; 2024Q4: 6,124 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares; 2025Q3: 3,163 shares; 2025Q4: 4,302 shares; 2026Q1: 3,100 shares 3,100 $237K 0.01% -1,202 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 1,223 shares; 2025Q4: 853 shares; 2026Q1: 2,425 shares 2,425 $236K 0.01% +1,572 Timeline CAFG 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: 3,651 shares; 2025Q2: 5,640 shares; 2025Q3: 10,710 shares; 2025Q4: 10,261 shares; 2026Q1: 8,649 shares 8,649 $235K 0.01% -1,612 Timeline QMAR 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: 6,263 shares; 2024Q4: 6,263 shares; 2025Q1: 6,263 shares; 2025Q2: 6,263 shares; 2025Q3: 6,941 shares; 2025Q4: 6,941 shares; 2026Q1: 6,941 shares 6,941 $234K 0.01% 0 Timeline JANH 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: 9,760 shares; 2024Q4: 9,760 shares; 2025Q1: 9,760 shares; 2025Q2: 9,760 shares; 2025Q3: 9,760 shares; 2025Q4: 9,760 shares; 2026Q1: 9,760 shares 9,760 $234K 0.01% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,687 shares 5,687 $232K 0.01% new Timeline APRJ 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: 14,418 shares; 2024Q4: 14,418 shares; 2025Q1: 9,424 shares; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares; 2025Q4: 9,424 shares; 2026Q1: 9,424 shares 9,424 $231K 0.01% 0 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: 419 shares; 2024Q4: 1,434 shares; 2025Q1: 4,312 shares; 2025Q2: 588 shares; 2025Q3: 2,122 shares; 2025Q4: 5,367 shares; 2026Q1: 757 shares 757 $228K 0.01% -4,610 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: 766 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 749 shares; 2025Q3: 747 shares; 2025Q4: 633 shares; 2026Q1: 668 shares 668 $226K 0.01% +35 Timeline ILCV 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: 2,412 shares 2,412 $225K 0.01% new Timeline PRFZ 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: 3,847 shares; 2024Q4: 3,911 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 4,885 shares; 2025Q4: 4,894 shares; 2026Q1: 4,904 shares 4,904 $224K 0.01% +10 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,530 shares; 2025Q1: 2,368 shares; 2025Q2: 2,371 shares; 2025Q3: 2,373 shares; 2025Q4: 2,321 shares; 2026Q1: 2,145 shares 2,145 $219K 0.01% -176 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: 356 shares; 2024Q4: 206 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 930 shares; 2025Q4: 923 shares; 2026Q1: 1,496 shares 1,496 $219K 0.01% +573 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,613 shares; 2024Q4: 542 shares; 2025Q1: 577 shares; 2025Q2: 578 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 743 shares 743 $218K 0.01% -29 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: 2,702 shares; 2024Q4: 3,237 shares; 2025Q1: 3,362 shares; 2025Q2: 1,761 shares; 2025Q3: 2,407 shares; 2025Q4: 2,655 shares; 2026Q1: 2,835 shares 2,835 $218K 0.01% +180 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 5,814 shares; 2025Q1: 5,514 shares; 2025Q2: 5,278 shares; 2025Q3: 5,014 shares; 2025Q4: 4,557 shares; 2026Q1: 4,717 shares 4,717 $217K 0.01% +160 Timeline NOCT 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: 2,520 shares; 2024Q4: 2,923 shares; 2025Q1: 3,862 shares; 2025Q2: 3,862 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 3,862 shares 3,862 $217K 0.01% 0 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: 2,476 shares; 2024Q4: 2,217 shares; 2025Q1: 5,212 shares; 2025Q2: 5,217 shares; 2025Q3: 4,254 shares; 2025Q4: 4,087 shares; 2026Q1: 4,106 shares 4,106 $216K 0.01% +19 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares; 2026Q1: 4,643 shares 4,643 $215K 0.01% +1,150 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 8,511 shares 8,511 $215K 0.01% +8,450 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: 2,625 shares; 2024Q4: 2,792 shares; 2025Q1: 2,883 shares; 2025Q2: 2,913 shares; 2025Q3: 2,912 shares; 2025Q4: 2,919 shares; 2026Q1: 2,920 shares 2,920 $214K 0.01% +1 Timeline DGS 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: 4,060 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,541 shares; 2025Q4: 3,552 shares; 2026Q1: 3,556 shares 3,556 $214K 0.01% +4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,283 shares; 2024Q4: 12,371 shares; 2025Q1: 13,378 shares; 2025Q2: 2,076 shares; 2025Q3: 2,001 shares; 2025Q4: 862 shares; 2026Q1: 796 shares 796 $213K 0.01% -66 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: 386 shares; 2024Q4: 359 shares; 2025Q1: 308 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 292 shares 292 $213K 0.01% -12 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,279 shares; 2026Q1: 2,279 shares 2,279 $212K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 1,686 shares; 2025Q1: 1,906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 1,048 shares; 2026Q1: 1,025 shares 1,025 $209K 0.01% -23 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,886 shares; 2025Q1: 2,750 shares; 2025Q2: 2,747 shares; 2025Q3: 2,684 shares; 2025Q4: 2,560 shares; 2026Q1: 2,215 shares 2,215 $207K 0.01% -345 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,931 shares; 2025Q3: 3,495 shares; 2025Q4: 3,168 shares; 2026Q1: 6,874 shares 6,874 $207K 0.01% +3,706 Timeline BSJR 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: 8,242 shares; 2024Q4: 8,402 shares; 2025Q1: 10,054 shares; 2025Q2: 10,214 shares; 2025Q3: 10,234 shares; 2025Q4: 9,183 shares; 2026Q1: 9,201 shares 9,201 $206K 0.01% +18 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,309 shares; 2025Q1: 2,305 shares; 2025Q2: 2,306 shares; 2025Q3: 2,280 shares; 2025Q4: 2,234 shares; 2026Q1: 2,252 shares 2,252 $205K 0.01% +18 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,095 shares; 2025Q1: 7,140 shares; 2025Q2: 6,476 shares; 2025Q3: 6,880 shares; 2025Q4: 6,743 shares; 2026Q1: 6,696 shares 6,696 $205K 0.01% -47 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 804 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $204K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,675 shares; 2025Q1: 1,258 shares; 2025Q2: 1,262 shares; 2025Q3: 1,273 shares; 2025Q4: 1,276 shares; 2026Q1: 1,713 shares 1,713 $204K 0.01% +437 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: 3,530 shares; 2026Q1: 3,561 shares 3,561 $203K 0.01% +31 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 1,218 shares; 2025Q1: 4,639 shares; 2025Q2: 4,400 shares; 2025Q3: 4,404 shares; 2025Q4: 4,407 shares; 2026Q1: 3,703 shares 3,703 $201K 0.01% -704 Timeline NJAN 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: 8,045 shares; 2024Q4: 3,274 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,754 shares; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares 3,754 $200K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,464 shares; 2026Q1: 1,729 shares 1,729 $199K 0.01% +265 Timeline MOAT 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: 803 shares; 2024Q4: 1,028 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,004 shares; 2026Q1: 2,057 shares 2,057 $199K 0.01% +1,053 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $198K 0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 2,076 shares; 2025Q2: 2,066 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 1,907 shares 1,907 $197K 0.01% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 4,357 shares; 2025Q4: 5,255 shares; 2026Q1: 4,614 shares 4,614 $196K 0.01% -641 Timeline PBFR 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: 6,755 shares 6,755 $196K 0.01% new 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: 532 shares; 2024Q4: 535 shares; 2025Q1: 805 shares; 2025Q2: 1,105 shares; 2025Q3: 1,108 shares; 2025Q4: 2,293 shares; 2026Q1: 1,937 shares 1,937 $195K 0.01% -356 Timeline GNR 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: 2,854 shares; 2024Q4: 2,854 shares; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,613 shares; 2026Q1: 2,613 shares 2,613 $195K 0.01% 0 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: 9,310 shares; 2024Q4: 7,664 shares; 2025Q1: 4,707 shares; 2025Q2: 3,926 shares; 2025Q3: 4,533 shares; 2025Q4: 4,533 shares; 2026Q1: 4,402 shares 4,402 $194K 0.01% -131 Timeline DDFS 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: 9,174 shares; 2025Q4: 9,174 shares; 2026Q1: 9,174 shares 9,174 $194K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,215 shares; 2025Q1: 1,184 shares; 2025Q2: 1,164 shares; 2025Q3: 1,140 shares; 2025Q4: 1,084 shares; 2026Q1: 1,107 shares 1,107 $190K <0.01% +23 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: 2,742 shares; 2024Q4: 2,749 shares; 2025Q1: 2,840 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $190K <0.01% 0 Timeline BSJT 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: 6,493 shares; 2024Q4: 6,641 shares; 2025Q1: 6,493 shares; 2025Q2: 6,641 shares; 2025Q3: 6,641 shares; 2025Q4: 6,493 shares; 2026Q1: 9,046 shares 9,046 $190K <0.01% +2,553 Timeline FELG 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 38,070 shares; 2025Q2: 472 shares; 2025Q3: 3,722 shares; 2025Q4: 5,159 shares; 2026Q1: 5,037 shares 5,037 $189K <0.01% -122 Timeline EVUS 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: 4,001 shares; 2025Q4: 6,800 shares; 2026Q1: 5,929 shares 5,929 $188K <0.01% -871 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,616 shares; 2025Q1: 5,142 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 6,203 shares; 2026Q1: 6,203 shares 6,203 $187K <0.01% 0 Timeline BSMV 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: 478 shares; 2024Q4: 482 shares; 2025Q1: 1,433 shares; 2025Q2: 1,437 shares; 2025Q3: 1,441 shares; 2025Q4: 8,884 shares; 2026Q1: 8,888 shares 8,888 $186K <0.01% +4 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 372 shares; 2025Q1: 1,708 shares; 2025Q2: 1,661 shares; 2025Q3: 1,612 shares; 2025Q4: 1,613 shares; 2026Q1: 1,406 shares 1,406 $184K <0.01% -207 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,506 shares; 2025Q1: 1,552 shares; 2025Q2: 1,558 shares; 2025Q3: 1,563 shares; 2025Q4: 1,568 shares; 2026Q1: 1,595 shares 1,595 $184K <0.01% +27 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,631 shares; 2024Q4: 63,962 shares; 2025Q1: 8,803 shares; 2025Q2: 4,808 shares; 2025Q3: 6,194 shares; 2025Q4: 3,445 shares; 2026Q1: 3,361 shares 3,361 $184K <0.01% -84 Timeline USRT 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: 261 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 259 shares; 2025Q3: 260 shares; 2025Q4: 1,164 shares; 2026Q1: 3,069 shares 3,069 $182K <0.01% +1,905 Timeline VFMO 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: 92 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 92 shares; 2025Q3: 501 shares; 2025Q4: 786 shares; 2026Q1: 921 shares 921 $181K <0.01% +135 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares; 2026Q1: 5,206 shares 5,206 $181K <0.01% +2,831 Timeline IJUL 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: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 5,309 shares; 2025Q4: 5,309 shares; 2026Q1: 5,309 shares 5,309 $179K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG 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: 55 shares; 2025Q4: 5,444 shares; 2026Q1: 5,239 shares 5,239 $178K <0.01% -205 Timeline ESGD 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: 12,025 shares; 2024Q4: 12,135 shares; 2025Q1: 11,342 shares; 2025Q2: 13,895 shares; 2025Q3: 14,455 shares; 2025Q4: 14,708 shares; 2026Q1: 1,853 shares 1,853 $177K <0.01% -12,855 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: 851 shares; 2024Q4: 3,674 shares; 2025Q1: 3,674 shares; 2025Q2: 3,492 shares; 2025Q3: 4,631 shares; 2025Q4: 5,640 shares; 2026Q1: 5,640 shares 5,640 $176K <0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,361 shares; 2025Q1: 6,360 shares; 2025Q2: 6,372 shares; 2025Q3: 6,458 shares; 2025Q4: 6,515 shares; 2026Q1: 6,532 shares 6,532 $176K <0.01% +17 Timeline FIIG 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: 12,191 shares; 2024Q4: 13,034 shares; 2025Q1: 13,303 shares; 2025Q2: 12,872 shares; 2025Q3: 13,117 shares; 2025Q4: 13,095 shares; 2026Q1: 8,459 shares 8,459 $176K <0.01% -4,636 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,029 shares; 2025Q4: 1,032 shares; 2026Q1: 1,035 shares 1,035 $175K <0.01% +3 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2025Q4: 2,647 shares; 2026Q1: 2,283 shares 2,283 $174K <0.01% -364 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 706 shares; 2025Q1: 527 shares; 2025Q2: 445 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 884 shares 884 $174K <0.01% +233 Timeline FELC 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: 1,670 shares; 2024Q4: 1,531 shares; 2025Q1: 15,985 shares; 2025Q2: 523 shares; 2025Q3: 2,345 shares; 2025Q4: 7,590 shares; 2026Q1: 4,770 shares 4,770 $173K <0.01% -2,820 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: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,809 shares; 2025Q3: 1,810 shares; 2025Q4: 1,954 shares; 2026Q1: 1,907 shares 1,907 $172K <0.01% -47 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 5,046 shares; 2025Q1: 6,553 shares; 2025Q2: 5,851 shares; 2025Q3: 5,794 shares; 2025Q4: 6,089 shares; 2026Q1: 5,533 shares 5,533 $170K <0.01% -556 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: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $167K <0.01% 0 Timeline EBUF 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: not reported; 2026Q1: 5,611 shares 5,611 $166K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $164K <0.01% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,165 shares; 2024Q4: 31,765 shares; 2025Q1: 31,405 shares; 2025Q2: 31,405 shares; 2025Q3: 31,415 shares; 2025Q4: 28,835 shares; 2026Q1: 27,205 shares 27,205 $164K <0.01% -1,630 Timeline IGM 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,378 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares 1,379 $163K <0.01% 0 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: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,160 shares 1,160 $163K <0.01% -184 Timeline DMXF 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: 2,754 shares; 2024Q4: 3,676 shares; 2025Q1: 2,543 shares; 2025Q2: 2,638 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $162K <0.01% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 276 shares; 2025Q1: 223 shares; 2025Q2: 224 shares; 2025Q3: 4,306 shares; 2025Q4: 3,681 shares; 2026Q1: 3,445 shares 3,445 $161K <0.01% -236 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 145 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $160K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 693 shares; 2025Q1: 629 shares; 2025Q2: 502 shares; 2025Q3: 503 shares; 2025Q4: 1,329 shares; 2026Q1: 1,435 shares 1,435 $159K <0.01% +106 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: 17 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 2,464 shares; 2025Q4: 2,446 shares; 2026Q1: 2,453 shares 2,453 $159K <0.01% +7 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 3,533 shares; 2025Q1: 7,995 shares; 2025Q2: 8,010 shares; 2025Q3: 8,058 shares; 2025Q4: 7,937 shares; 2026Q1: 6,508 shares 6,508 $159K <0.01% -1,429 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 4,373 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $159K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 814 shares 814 $158K <0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 27,819 shares; 2025Q1: 766 shares; 2025Q2: 258 shares; 2025Q3: 232 shares; 2025Q4: 1,493 shares; 2026Q1: 1,813 shares 1,813 $158K <0.01% +320 Timeline KSEP 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: 5,607 shares; 2025Q4: 5,607 shares; 2026Q1: 5,607 shares 5,607 $158K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 857 shares; 2025Q1: 1,607 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,537 shares; 2026Q1: 1,979 shares 1,979 $157K <0.01% +442 Timeline BSMT 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: 6,745 shares; 2026Q1: 6,745 shares 6,745 $155K <0.01% 0 Timeline BSMS 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: 6,625 shares; 2026Q1: 6,625 shares 6,625 $155K <0.01% 0 Timeline SFEB 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: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 6,471 shares; 2025Q4: 6,471 shares; 2026Q1: 6,471 shares 6,471 $154K <0.01% 0 Timeline FSEP 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 2,916 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares 3,006 $152K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,380 shares; 2025Q1: 2,133 shares; 2025Q2: 2,076 shares; 2025Q3: 1,954 shares; 2025Q4: 1,725 shares; 2026Q1: 1,622 shares 1,622 $151K <0.01% -103 Timeline SMAY 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: 3,254 shares; 2024Q4: 3,254 shares; 2025Q1: 3,677 shares; 2025Q2: 4,742 shares; 2025Q3: 6,151 shares; 2025Q4: 5,820 shares; 2026Q1: 5,728 shares 5,728 $151K <0.01% -92 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,184 shares 1,184 $150K <0.01% -24 Timeline JANM 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: not reported; 2026Q1: 4,537 shares 4,537 $149K <0.01% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 1,264 shares 1,264 $148K <0.01% +1,181 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 7,087 shares; 2025Q1: 6,631 shares; 2025Q2: 6,666 shares; 2025Q3: 3,801 shares; 2025Q4: 3,343 shares; 2026Q1: 3,361 shares 3,361 $147K <0.01% +18 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $147K <0.01% 0 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: 3,878 shares; 2024Q4: 3,878 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,675 shares; 2025Q4: 1,960 shares; 2026Q1: 2,135 shares 2,135 $146K <0.01% +175 Timeline KFEB 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: not reported; 2026Q1: 5,210 shares 5,210 $146K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: not reported; 2025Q4: 6,102 shares; 2026Q1: 6,428 shares 6,428 $144K <0.01% +326 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,404 shares; 2025Q1: 5,404 shares; 2025Q2: 2,702 shares; 2025Q3: 5,404 shares; 2025Q4: 2,702 shares; 2026Q1: 5,404 shares 5,404 $144K <0.01% +2,702 Timeline RSJN 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: 5,696 shares; 2024Q4: 5,696 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $144K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,261 shares; 2025Q2: 1,268 shares; 2025Q3: 1,274 shares; 2025Q4: 1,281 shares; 2026Q1: 1,293 shares 1,293 $142K <0.01% +12 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 979 shares; 2026Q1: 979 shares 979 $142K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,580 shares; 2024Q4: 17,313 shares; 2025Q1: 17,557 shares; 2025Q2: 17,597 shares; 2025Q3: 17,291 shares; 2025Q4: 18,218 shares; 2026Q1: 1,531 shares 1,531 $141K <0.01% -16,687 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,708 shares; 2024Q4: 48,014 shares; 2025Q1: 50,753 shares; 2025Q2: 51,515 shares; 2025Q3: 50,552 shares; 2025Q4: 49,625 shares; 2026Q1: 2,093 shares 2,093 $141K <0.01% -47,532 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,266 shares; 2025Q1: 2,550 shares; 2025Q2: 2,525 shares; 2025Q3: 2,810 shares; 2025Q4: 3,018 shares; 2026Q1: 2,376 shares 2,376 $140K <0.01% -642 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS 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: 808 shares; 2026Q1: 1,399 shares 1,399 $140K <0.01% +591 Timeline SCHH 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: 3,014 shares; 2024Q4: 3,660 shares; 2025Q1: 3,655 shares; 2025Q2: 3,494 shares; 2025Q3: 5,023 shares; 2025Q4: 6,244 shares; 2026Q1: 6,420 shares 6,420 $138K <0.01% +176 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 716 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,499 shares; 2026Q1: 1,580 shares 1,580 $138K <0.01% +81 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 3,874 shares; 2025Q3: 4,238 shares; 2025Q4: 5,404 shares; 2026Q1: 5,404 shares 5,404 $138K <0.01% 0 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: 3,320 shares; 2024Q4: 5,737 shares; 2025Q1: 5,463 shares; 2025Q2: 4,685 shares; 2025Q3: 4,899 shares; 2025Q4: 5,812 shares; 2026Q1: 5,648 shares 5,648 $137K <0.01% -164 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 380 shares; 2025Q1: 692 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 671 shares; 2026Q1: 632 shares 632 $137K <0.01% -39 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: 64 shares; 2024Q4: 109 shares; 2025Q1: 108 shares; 2025Q2: 120 shares; 2025Q3: 133 shares; 2025Q4: 154 shares; 2026Q1: 156 shares 156 $136K <0.01% +2 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: 46,061 shares; 2024Q4: 50,944 shares; 2025Q1: 49,983 shares; 2025Q2: 3,486 shares; 2025Q3: 3,206 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares 1,698 $135K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 8,458 shares; 2025Q1: 8,683 shares; 2025Q2: 8,346 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 7,771 shares 7,771 $134K <0.01% -379 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 751 shares; 2025Q1: 750 shares; 2025Q2: 749 shares; 2025Q3: 745 shares; 2025Q4: 729 shares; 2026Q1: 743 shares 743 $134K <0.01% +14 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: 5,113 shares; 2024Q4: 5,164 shares; 2025Q1: 4,511 shares; 2025Q2: 4,233 shares; 2025Q3: 3,392 shares; 2025Q4: 3,318 shares; 2026Q1: 1,348 shares 1,348 $133K <0.01% -1,970 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,044 shares; 2025Q1: 1,803 shares; 2025Q2: 1,805 shares; 2025Q3: 1,563 shares; 2025Q4: 1,564 shares; 2026Q1: 1,591 shares 1,591 $133K <0.01% +27 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,496 shares; 2025Q2: 2,496 shares; 2025Q3: 2,496 shares; 2025Q4: 2,496 shares; 2026Q1: 2,496 shares 2,496 $133K <0.01% 0 Timeline IGV 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: 535 shares; 2024Q4: 872 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 870 shares; 2026Q1: 1,638 shares 1,638 $132K <0.01% +768 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: 8,280 shares; 2024Q4: 8,231 shares; 2025Q1: 8,397 shares; 2025Q2: 7,455 shares; 2025Q3: 7,065 shares; 2025Q4: 4,656 shares; 2026Q1: 906 shares 906 $132K <0.01% -3,750 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 712 shares; 2025Q1: 726 shares; 2025Q2: 719 shares; 2025Q3: 717 shares; 2025Q4: 790 shares; 2026Q1: 707 shares 707 $132K <0.01% -83 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 1,415 shares; 2026Q1: 1,415 shares 1,415 $132K <0.01% 0 Timeline MFLX 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: 5,190 shares; 2024Q4: 5,190 shares; 2025Q1: 7,874 shares; 2025Q2: 7,874 shares; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares 7,874 $132K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 7,514 shares; 2025Q1: 6,750 shares; 2025Q2: 6,764 shares; 2025Q3: 6,319 shares; 2025Q4: 5,492 shares; 2026Q1: 5,558 shares 5,558 $131K <0.01% +66 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $130K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 614 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 433 shares; 2026Q1: 402 shares 402 $130K <0.01% -31 Timeline SPBU 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: 4,785 shares 4,785 $130K <0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: not reported; 2025Q1: 5,085 shares; 2025Q2: 5,085 shares; 2025Q3: 7,329 shares; 2025Q4: 9,731 shares; 2026Q1: 8,087 shares 8,087 $129K <0.01% -1,644 Timeline BELT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $129K <0.01% 0 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: 799 shares; 2024Q4: 803 shares; 2025Q1: 3,733 shares; 2025Q2: 3,689 shares; 2025Q3: 3,451 shares; 2025Q4: 2,922 shares; 2026Q1: 2,509 shares 2,509 $128K <0.01% -413 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 450 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446 $128K <0.01% 0 Timeline CPRA 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: 3,541 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares; 2026Q1: 4,762 shares 4,762 $128K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 2,763 shares; 2025Q1: 2,705 shares; 2025Q2: 2,509 shares; 2025Q3: 2,394 shares; 2025Q4: 2,172 shares; 2026Q1: 2,450 shares 2,450 $127K <0.01% +278 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares 639 $127K <0.01% 0 Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 2,305 shares; 2025Q3: 2,329 shares; 2025Q4: 3,276 shares; 2026Q1: 3,606 shares 3,606 $127K <0.01% +330 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 2,041 shares; 2025Q1: 1,299 shares; 2025Q2: 779 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 958 shares 958 $126K <0.01% -22 Timeline FJAN 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: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,520 shares; 2025Q2: 1,843 shares; 2025Q3: 2,819 shares; 2025Q4: 2,496 shares; 2026Q1: 2,496 shares 2,496 $126K <0.01% 0 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: 393 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 453 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares 1,353 $125K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 527 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $124K <0.01% 0 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968 $122K <0.01% 0 Timeline SPGP 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: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $122K <0.01% 0 Timeline IHE 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: 1,111 shares; 2024Q4: 1,575 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 642 shares; 2025Q4: 1,400 shares; 2026Q1: 1,392 shares 1,392 $121K <0.01% -8 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 857 shares; 2025Q1: 1,033 shares; 2025Q2: 857 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,241 shares 1,241 $120K <0.01% +4 Timeline SPTI 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: 2,095 shares; 2025Q2: 2,115 shares; 2025Q3: 2,790 shares; 2025Q4: 2,817 shares; 2026Q1: 4,179 shares 4,179 $120K <0.01% +1,362 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: 81 shares; 2024Q4: 60 shares; 2025Q1: 227 shares; 2025Q2: 220 shares; 2025Q3: 219 shares; 2025Q4: 229 shares; 2026Q1: 240 shares 240 $119K <0.01% +11 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: 246 shares; 2024Q4: 450 shares; 2025Q1: 337 shares; 2025Q2: 338 shares; 2025Q3: 315 shares; 2025Q4: 255 shares; 2026Q1: 256 shares 256 $119K <0.01% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 442 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 473 shares; 2026Q1: 273 shares 273 $118K <0.01% -200 Timeline GOCT 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: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,553 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares 3,050 $118K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,834 shares; 2026Q1: 1,043 shares 1,043 $117K <0.01% -791 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,184 shares; 2025Q1: 1,101 shares; 2025Q2: 1,372 shares; 2025Q3: 1,652 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares 1,633 $117K <0.01% 0 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 14,189 shares; 2025Q1: 2,611 shares; 2025Q2: 2,440 shares; 2025Q3: 2,619 shares; 2025Q4: 2,427 shares; 2026Q1: 2,352 shares 2,352 $117K <0.01% -75 Timeline IDU 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: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $116K <0.01% 0 Timeline JVAL 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: 271 shares; 2024Q4: 272 shares; 2025Q1: 949 shares; 2025Q2: 1,134 shares; 2025Q3: 2,470 shares; 2025Q4: 2,943 shares; 2026Q1: 2,364 shares 2,364 $116K <0.01% -579 Timeline BDEC 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: 2,808 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares 2,402 $115K <0.01% 0 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,379 shares 3,379 $115K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,447 shares; 2025Q1: 1,488 shares; 2025Q2: 1,487 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares 1,861 $114K <0.01% 0 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187 shares; 2025Q4: 517 shares; 2026Q1: 2,808 shares 2,808 $114K <0.01% +2,291 Timeline SUSB 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: 1,356 shares; 2024Q4: 1,656 shares; 2025Q1: 667 shares; 2025Q2: 535 shares; 2025Q3: 3,624 shares; 2025Q4: 3,467 shares; 2026Q1: 4,523 shares 4,523 $113K <0.01% +1,056 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 179 shares; 2025Q1: 237 shares; 2025Q2: 152 shares; 2025Q3: 180 shares; 2025Q4: 398 shares; 2026Q1: 501 shares 501 $113K <0.01% +103 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,269 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $113K <0.01% 0 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: 1,970 shares; 2024Q4: 2,097 shares; 2025Q1: 2,502 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,005 shares; 2026Q1: 2,012 shares 2,012 $113K <0.01% +7 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 2,476 shares; 2026Q1: 2,251 shares 2,251 $113K <0.01% -225 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: 1,416 shares; 2025Q4: 1,439 shares; 2026Q1: 1,449 shares 1,449 $112K <0.01% +10 Timeline GAUG 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: 2,281 shares; 2024Q4: 2,281 shares; 2025Q1: 2,866 shares; 2025Q2: 2,866 shares; 2025Q3: 2,866 shares; 2025Q4: 2,866 shares; 2026Q1: 2,866 shares 2,866 $111K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,543 shares; 2025Q1: 1,553 shares; 2025Q2: 1,502 shares; 2025Q3: 1,507 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477 $110K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 950 shares; 2025Q1: 957 shares; 2025Q2: 964 shares; 2025Q3: 1,085 shares; 2025Q4: 1,146 shares; 2026Q1: 1,627 shares 1,627 $110K <0.01% +481 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,761 shares; 2025Q1: 1,757 shares; 2025Q2: 1,756 shares; 2025Q3: 1,234 shares; 2025Q4: 1,210 shares; 2026Q1: 811 shares 811 $110K <0.01% -399 Timeline FHDG 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: 3,279 shares; 2025Q4: 3,279 shares; 2026Q1: 3,279 shares 3,279 $110K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 510 shares; 2025Q1: 512 shares; 2025Q2: 590 shares; 2025Q3: 482 shares; 2025Q4: 476 shares; 2026Q1: 962 shares 962 $109K <0.01% +486 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: 336 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 323 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 391 shares 391 $109K <0.01% +3 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 2,120 shares; 2025Q3: 1,774 shares; 2025Q4: 1,806 shares; 2026Q1: 1,294 shares 1,294 $109K <0.01% -512 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: 158 shares; 2024Q4: 212 shares; 2025Q1: 87 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 55 shares; 2026Q1: 671 shares 671 $109K <0.01% +616 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: 6,186 shares; 2024Q4: 6,186 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares 2,283 $109K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 1,221 shares; 2025Q1: 675 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,196 shares; 2026Q1: 1,280 shares 1,280 $108K <0.01% +84 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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $107K <0.01% 0 Timeline SPIP 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: 5,364 shares; 2024Q4: 4,910 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,118 shares; 2025Q4: 4,118 shares; 2026Q1: 4,118 shares 4,118 $107K <0.01% 0 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: 1,882 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 3,792 shares; 2026Q1: 3,792 shares 3,792 $107K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,132 shares; 2026Q1: 2,090 shares 2,090 $105K <0.01% -42 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073 $105K <0.01% 0 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: 1,543 shares; 2024Q4: 1,560 shares; 2025Q1: 1,854 shares; 2025Q2: 1,579 shares; 2025Q3: 1,779 shares; 2025Q4: 1,406 shares; 2026Q1: 1,707 shares 1,707 $104K <0.01% +301 Timeline JPIN 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: 1,570 shares; 2024Q4: 1,600 shares; 2025Q1: 1,605 shares; 2025Q2: 1,628 shares; 2025Q3: 1,639 shares; 2025Q4: 1,454 shares; 2026Q1: 1,457 shares 1,457 $104K <0.01% +3 Timeline HYHG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,622 shares 1,622 $104K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 520 shares 520 $103K <0.01% +244 Timeline VIGI 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: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 381 shares; 2025Q3: 762 shares; 2025Q4: 764 shares; 2026Q1: 1,143 shares 1,143 $101K <0.01% +379 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 4,417 shares; 2026Q1: 4,417 shares 4,417 $101K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $100K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: 3,206 shares; 2025Q2: 3,781 shares; 2025Q3: 3,781 shares; 2025Q4: 5,288 shares; 2026Q1: 5,288 shares 5,288 $100K <0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 672 shares; 2025Q1: 673 shares; 2025Q2: 674 shares; 2025Q3: 676 shares; 2025Q4: 678 shares; 2026Q1: 679 shares 679 $100K <0.01% +1 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276 shares 276 $99K <0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 1,776 shares; 2026Q1: 1,312 shares 1,312 $99K <0.01% -464 Timeline GSEP 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 3,386 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares 2,596 $99K <0.01% 0 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares 2,199 $99K <0.01% 0 Timeline TMAR 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: not reported; 2026Q1: 4,196 shares 4,196 $99K <0.01% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 3,258 shares; 2025Q4: 3,285 shares; 2026Q1: 3,181 shares 3,181 $98K <0.01% -104 Timeline UNOV 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: 2,639 shares; 2026Q1: 2,639 shares 2,639 $98K <0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,795 shares; 2025Q1: 9,795 shares; 2025Q2: not reported; 2025Q3: 1,745 shares; 2025Q4: 1,854 shares; 2026Q1: 3,739 shares 3,739 $98K <0.01% +1,885 Timeline SEPM 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: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares 3,107 $98K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,733 shares; 2025Q1: 2,753 shares; 2025Q2: 2,973 shares; 2025Q3: 2,993 shares; 2025Q4: 3,010 shares; 2026Q1: 2,829 shares 2,829 $97K <0.01% -181 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares; 2026Q1: 1,602 shares 1,602 $97K <0.01% 0 Timeline SPYX 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: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 1,809 shares 1,809 $96K <0.01% 0 Timeline SNOV 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: 1,066 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 3,817 shares; 2025Q4: 3,817 shares; 2026Q1: 3,817 shares 3,817 $95K <0.01% 0 Timeline FNDC 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: 1,505 shares; 2024Q4: 1,405 shares; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,181 shares; 2025Q4: 1,972 shares; 2026Q1: 2,061 shares 2,061 $95K <0.01% +89 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,463 shares; 2024Q4: 30,070 shares; 2025Q1: 35,379 shares; 2025Q2: 44,259 shares; 2025Q3: 56,251 shares; 2025Q4: 3,037 shares; 2026Q1: 3,788 shares 3,788 $95K <0.01% +751 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: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares 1,154 $94K <0.01% 0 Timeline LCTD 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: 1,505 shares; 2024Q4: 1,856 shares; 2025Q1: 2,062 shares; 2025Q2: 2,159 shares; 2025Q3: 2,309 shares; 2025Q4: 1,700 shares; 2026Q1: 1,701 shares 1,701 $94K <0.01% +1 Timeline SPHD 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: 1,309 shares; 2024Q4: 1,532 shares; 2025Q1: 1,485 shares; 2025Q2: 1,828 shares; 2025Q3: 1,841 shares; 2025Q4: 1,858 shares; 2026Q1: 1,875 shares 1,875 $93K <0.01% +17 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 480 shares; 2025Q1: 475 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 556 shares; 2026Q1: 524 shares 524 $92K <0.01% -32 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $92K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 571 shares; 2025Q1: 536 shares; 2025Q2: 537 shares; 2025Q3: 538 shares; 2025Q4: 539 shares; 2026Q1: 545 shares 545 $92K <0.01% +6 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 267 shares; 2025Q1: 1,406 shares; 2025Q2: 2,522 shares; 2025Q3: 2,541 shares; 2025Q4: 2,644 shares; 2026Q1: 2,548 shares 2,548 $92K <0.01% -96 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION 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: 539 shares 539 $91K <0.01% new Timeline XT 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: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares 1,342 $91K <0.01% 0 Timeline EOCT 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: 1,674 shares; 2024Q4: 2,418 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares 2,861 $91K <0.01% 0 Timeline PBE 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: 1,100 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,151 shares; 2025Q4: 1,197 shares; 2026Q1: 1,138 shares 1,138 $90K <0.01% -59 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 5,359 shares; 2025Q2: 5,051 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares 5,012 $89K <0.01% 0 Timeline IOCT 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: 1,765 shares; 2024Q4: 2,417 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,532 shares; 2026Q1: 2,532 shares 2,532 $89K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 664 shares; 2025Q1: 694 shares; 2025Q2: 714 shares; 2025Q3: 736 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $88K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 198 shares; 2025Q3: 191 shares; 2025Q4: 184 shares; 2026Q1: 211 shares 211 $88K <0.01% +27 Timeline CAPE 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: 3,486 shares; 2024Q4: 3,346 shares; 2025Q1: 2,846 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares 2,846 $88K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,484 shares; 2025Q1: 2,305 shares; 2025Q2: 2,262 shares; 2025Q3: 1,569 shares; 2025Q4: 1,761 shares; 2026Q1: 1,888 shares 1,888 $88K <0.01% +127 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: 2,878 shares; 2024Q4: 3,181 shares; 2025Q1: 3,106 shares; 2025Q2: 3,013 shares; 2025Q3: 3,300 shares; 2025Q4: 3,424 shares; 2026Q1: 909 shares 909 $87K <0.01% -2,515 Timeline IFEB 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: not reported; 2026Q1: 2,929 shares 2,929 $87K <0.01% new Timeline FGSI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 4,529 shares 4,529 $87K <0.01% +3,339 Timeline UITB 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: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,081 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,825 shares 1,825 $86K <0.01% +740 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,185 shares; 2025Q1: 1,184 shares; 2025Q2: 627 shares; 2025Q3: 1,185 shares; 2025Q4: 1,186 shares; 2026Q1: 1,189 shares 1,189 $85K <0.01% +3 Timeline YMAR 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: 3,096 shares; 2024Q4: 3,096 shares; 2025Q1: 3,096 shares; 2025Q2: 3,096 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 3,096 shares 3,096 $85K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 803 shares; 2025Q1: 791 shares; 2025Q2: 795 shares; 2025Q3: 774 shares; 2025Q4: 663 shares; 2026Q1: 237 shares 237 $84K <0.01% -426 Timeline DOCT 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: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,939 shares; 2026Q1: 1,939 shares 1,939 $84K <0.01% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS 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: 1,620 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares 1,699 $84K <0.01% 0 Timeline IVLU 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: 2,092 shares 2,092 $83K <0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 302 shares 302 $83K <0.01% +2 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $83K <0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,271 shares 3,271 $83K <0.01% new Timeline JULM 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: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,471 shares 2,471 $83K <0.01% 0 Timeline SQMX 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: 962 shares; 2025Q4: 1,148 shares; 2026Q1: 2,499 shares 2,499 $83K <0.01% +1,351 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: 52,363 shares; 2024Q4: 58,676 shares; 2025Q1: 57,765 shares; 2025Q2: 53,910 shares; 2025Q3: 25,156 shares; 2025Q4: 4,571 shares; 2026Q1: 2,042 shares 2,042 $82K <0.01% -2,529 Timeline PXF 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: 1,183 shares; 2024Q4: 1,237 shares; 2025Q1: 1,092 shares; 2025Q2: 1,099 shares; 2025Q3: 1,172 shares; 2025Q4: 1,176 shares; 2026Q1: 1,181 shares 1,181 $82K <0.01% +5 Timeline GJUL 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: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares 2,016 $82K <0.01% 0 Timeline UEVM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $82K <0.01% new Timeline BSCX 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: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 3,900 shares 3,900 $82K <0.01% +2,566 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 428 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $81K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 340 shares; 2025Q1: 327 shares; 2025Q2: 328 shares; 2025Q3: 354 shares; 2025Q4: 352 shares; 2026Q1: 326 shares 326 $81K <0.01% -26 Timeline CPSY 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: 2,536 shares; 2025Q4: 2,536 shares; 2026Q1: 3,231 shares 3,231 $81K <0.01% +695 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: 1,515 shares; 2024Q4: 1,446 shares; 2025Q1: 1,450 shares; 2025Q2: 1,407 shares; 2025Q3: 1,611 shares; 2025Q4: 1,420 shares; 2026Q1: 1,353 shares 1,353 $80K <0.01% -67 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 7,625 shares; 2025Q1: 9,116 shares; 2025Q2: 9,917 shares; 2025Q3: 10,712 shares; 2025Q4: 11,175 shares; 2026Q1: 855 shares 855 $80K <0.01% -10,320 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 135 shares; 2025Q2: 142 shares; 2025Q3: 182 shares; 2025Q4: 191 shares; 2026Q1: 265 shares 265 $80K <0.01% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 560 shares 560 $80K <0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares 1,971 $80K <0.01% 0 Timeline SPYD 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: 1,919 shares; 2024Q4: 1,389 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 2,039 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739 $79K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,576 shares; 2025Q1: 1,383 shares; 2025Q2: 1,382 shares; 2025Q3: 1,295 shares; 2025Q4: 1,123 shares; 2026Q1: 1,125 shares 1,125 $78K <0.01% +2 Timeline GMAR 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,859 shares 1,859 $78K <0.01% 0 Timeline SMMU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,537 shares 1,537 $78K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 781 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 989 shares; 2026Q1: 989 shares 989 $77K <0.01% 0 Timeline VOTE 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: 987 shares; 2024Q4: 990 shares; 2025Q1: 993 shares; 2025Q2: 996 shares; 2025Q3: 999 shares; 2025Q4: 1,001 shares; 2026Q1: 1,004 shares 1,004 $77K <0.01% +3 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 990 shares; 2025Q1: 506 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $76K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,728 shares; 2024Q4: 3,862 shares; 2025Q1: 1,060 shares; 2025Q2: 1,231 shares; 2025Q3: 1,064 shares; 2025Q4: 1,055 shares; 2026Q1: 1,028 shares 1,028 $74K <0.01% -27 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 455 shares; 2025Q1: 457 shares; 2025Q2: 459 shares; 2025Q3: 456 shares; 2025Q4: 410 shares; 2026Q1: 398 shares 398 $74K <0.01% -12 Timeline EJAN 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: 2,189 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares 2,189 $74K <0.01% 0 Timeline PSL 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: 698 shares; 2024Q4: 578 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 516 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $74K <0.01% 0 Timeline TIPX 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: 3,570 shares; 2024Q4: 3,294 shares; 2025Q1: 3,518 shares; 2025Q2: 3,518 shares; 2025Q3: 3,971 shares; 2025Q4: 3,971 shares; 2026Q1: 3,831 shares 3,831 $74K <0.01% -140 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,819 shares; 2025Q1: 2,720 shares; 2025Q2: 2,727 shares; 2025Q3: 2,578 shares; 2025Q4: 2,249 shares; 2026Q1: 2,045 shares 2,045 $73K <0.01% -204 Timeline NFEB 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: not reported; 2026Q1: 2,631 shares 2,631 $72K <0.01% new Timeline IGE 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: 1,115 shares; 2025Q1: 1,150 shares; 2025Q2: 1,122 shares; 2025Q3: 1,129 shares; 2025Q4: 1,137 shares; 2026Q1: 1,142 shares 1,142 $72K <0.01% +5 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $72K <0.01% 0 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares 1,235 $71K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,484 shares; 2025Q3: 1,494 shares; 2025Q4: 952 shares; 2026Q1: 958 shares 958 $70K <0.01% +6 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: 842 shares; 2024Q4: 1,365 shares; 2025Q1: 863 shares; 2025Q2: 862 shares; 2025Q3: 815 shares; 2025Q4: 725 shares; 2026Q1: 727 shares 727 $70K <0.01% +2 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $70K <0.01% 0 Timeline USEP 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: 1,948 shares; 2025Q4: 1,960 shares; 2026Q1: 1,812 shares 1,812 $70K <0.01% -148 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: 1,625 shares; 2024Q4: 2,529 shares; 2025Q1: 2,729 shares; 2025Q2: 2,529 shares; 2025Q3: 2,678 shares; 2025Q4: 1,433 shares; 2026Q1: 1,804 shares 1,804 $69K <0.01% +371 Timeline FMHI 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 shares; 2024Q4: 12 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,443 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares 1,443 $69K <0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,807 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares 1,693 $69K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $68K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 1,670 shares; 2025Q1: 1,248 shares; 2025Q2: 937 shares; 2025Q3: 915 shares; 2025Q4: 792 shares; 2026Q1: 774 shares 774 $68K <0.01% -18 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 609 shares 609 $68K <0.01% -222 Timeline FID 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: 853 shares; 2025Q1: 3,216 shares; 2025Q2: 3,221 shares; 2025Q3: 3,224 shares; 2025Q4: 3,228 shares; 2026Q1: 3,228 shares 3,228 $68K <0.01% 0 Timeline KMAY 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: 802 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,363 shares 2,363 $68K <0.01% 0 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: 13,211 shares; 2024Q4: 13,917 shares; 2025Q1: 14,325 shares; 2025Q2: 13,745 shares; 2025Q3: 14,063 shares; 2025Q4: 15,025 shares; 2026Q1: 3,269 shares 3,269 $67K <0.01% -11,756 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,131 shares; 2025Q1: 1,136 shares; 2025Q2: 1,141 shares; 2025Q3: 1,131 shares; 2025Q4: 1,127 shares; 2026Q1: 1,093 shares 1,093 $67K <0.01% -34 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: 478 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $66K <0.01% 0 Timeline IMAR 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: not reported; 2026Q1: 2,266 shares 2,266 $66K <0.01% new Timeline YDEC 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: 949 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 2,482 shares; 2026Q1: 2,482 shares 2,482 $65K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $65K <0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,762 shares; 2024Q4: 36,114 shares; 2025Q1: 49,832 shares; 2025Q2: 69,947 shares; 2025Q3: 108,565 shares; 2025Q4: 2,703 shares; 2026Q1: 1,626 shares 1,626 $65K <0.01% -1,077 Timeline CPNJ 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: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 2,418 shares; 2025Q4: 2,418 shares; 2026Q1: 2,418 shares 2,418 $65K <0.01% 0 Timeline XMLV 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: 29,520 shares; 2024Q4: 28,864 shares; 2025Q1: 22,296 shares; 2025Q2: 21,997 shares; 2025Q3: 22,790 shares; 2025Q4: 21,909 shares; 2026Q1: 1,030 shares 1,030 $65K <0.01% -20,879 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $64K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,385 shares; 2025Q1: 1,105 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 879 shares 879 $64K <0.01% -67 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,550 shares; 2025Q1: 2,616 shares; 2025Q2: 2,685 shares; 2025Q3: 2,754 shares; 2025Q4: 2,830 shares; 2026Q1: 2,903 shares 2,903 $64K <0.01% +73 Timeline SHYD 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: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 4,818 shares; 2025Q2: 4,818 shares; 2025Q3: 4,818 shares; 2025Q4: 4,818 shares; 2026Q1: 2,841 shares 2,841 $64K <0.01% -1,977 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,612 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 2,116 shares; 2026Q1: 1,938 shares 1,938 $64K <0.01% -178 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 9,460 shares; 2025Q1: 9,603 shares; 2025Q2: 9,735 shares; 2025Q3: 7,846 shares; 2025Q4: 7,994 shares; 2026Q1: 8,178 shares 8,178 $63K <0.01% +184 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $63K <0.01% 0 Timeline IGBH 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: not reported; 2026Q1: 2,586 shares 2,586 $63K <0.01% new Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 10,513 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares 5,257 $62K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 565 shares; 2025Q2: 674 shares; 2025Q3: 920 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $61K <0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 767 shares; 2026Q1: 1,192 shares 1,192 $61K <0.01% +425 Timeline HSCZ 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: 53 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares 1,541 $61K <0.01% 0 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,295 shares; 2025Q3: 1,330 shares; 2025Q4: 1,282 shares; 2026Q1: 1,296 shares 1,296 $61K <0.01% +14 Timeline HYBI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,246 shares; 2025Q4: 1,223 shares; 2026Q1: 1,230 shares 1,230 $61K <0.01% +7 Timeline FNDE 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: 1,192 shares; 2024Q4: 1,005 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 1,566 shares 1,566 $60K <0.01% +571 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,583 shares; 2025Q1: 2,502 shares; 2025Q2: 2,520 shares; 2025Q3: 2,512 shares; 2025Q4: 2,519 shares; 2026Q1: 2,448 shares 2,448 $60K <0.01% -71 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: 1,537 shares; 2024Q4: 1,460 shares; 2025Q1: 1,664 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,250 shares 1,250 $60K <0.01% -144 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 511 shares; 2025Q1: 632 shares; 2025Q2: 1,067 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 994 shares 994 $60K <0.01% 0 Timeline EUSB 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: 1,300 shares; 2024Q4: 1,030 shares; 2025Q1: 2,036 shares; 2025Q2: 2,680 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares 1,371 $60K <0.01% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $60K <0.01% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 1,297 shares; 2025Q3: 3,825 shares; 2025Q4: 3,706 shares; 2026Q1: 1,106 shares 1,106 $60K <0.01% -2,600 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 1,547 shares; 2025Q1: 33,788 shares; 2025Q2: 2,647 shares; 2025Q3: 1,465 shares; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares 1,398 $59K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 627 shares 627 $58K <0.01% -90 Timeline ESPO 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: 630 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $58K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 572 shares; 2025Q1: 624 shares; 2025Q2: 585 shares; 2025Q3: 590 shares; 2025Q4: 595 shares; 2026Q1: 600 shares 600 $57K <0.01% +5 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 453 shares; 2025Q3: 458 shares; 2025Q4: 571 shares; 2026Q1: 584 shares 584 $57K <0.01% +13 Timeline QMAG 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: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474 $57K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 1,673 shares 1,673 $56K <0.01% +1,052 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,703 shares 2,703 $55K <0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 955 shares; 2025Q1: 965 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 1,041 shares 1,041 $54K <0.01% +65 Timeline PMAR 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: 10,898 shares; 2024Q4: 5,788 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares 1,212 $54K <0.01% 0 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 2,284 shares; 2025Q1: 2,296 shares; 2025Q2: 2,303 shares; 2025Q3: 2,309 shares; 2025Q4: 2,323 shares; 2026Q1: 2,361 shares 2,361 $54K <0.01% +38 Timeline BSCZ 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: not reported; 2026Q1: 2,643 shares 2,643 $54K <0.01% new Timeline DRIV 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: 2,601 shares; 2024Q4: 1,867 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,759 shares 1,759 $54K <0.01% +189 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 77 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 119 shares 119 $53K <0.01% +3 Timeline ZNOV 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: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares 2,004 $53K <0.01% 0 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $53K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,104 shares; 2025Q1: 1,113 shares; 2025Q2: 1,122 shares; 2025Q3: 1,132 shares; 2025Q4: 1,141 shares; 2026Q1: 1,062 shares 1,062 $52K <0.01% -79 Timeline HYGH 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: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 609 shares 609 $52K <0.01% +555 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: not reported; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares 2,214 $52K <0.01% 0 Timeline AUGM 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares 1,536 $52K <0.01% 0 Timeline VEMY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares 1,839 $51K <0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $50K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $50K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares 141 $50K <0.01% new Timeline CPSN 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: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares 1,852 $50K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $49K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 563 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 444 shares; 2025Q4: 392 shares; 2026Q1: 380 shares 380 $49K <0.01% -12 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,864 shares; 2025Q1: 2,513 shares; 2025Q2: 2,510 shares; 2025Q3: 2,345 shares; 2025Q4: 2,034 shares; 2026Q1: 2,036 shares 2,036 $49K <0.01% +2 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: 445 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 200 shares 200 $49K <0.01% -218 Timeline FXH 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $49K <0.01% 0 Timeline DDTM 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: not reported; 2026Q1: 2,641 shares 2,641 $49K <0.01% new Timeline NOVM 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: 982 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares 1,474 $48K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 235 shares; 2026Q1: 236 shares 236 $48K <0.01% +1 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares 2,099 $48K <0.01% 0 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 952 shares 952 $48K <0.01% new Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares; 2026Q1: 1,938 shares 1,938 $48K <0.01% 0 Timeline TDEC 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: 1,254 shares; 2025Q4: 3,038 shares; 2026Q1: 1,990 shares 1,990 $48K <0.01% -1,048 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: 145 shares; 2024Q4: 132 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 96 shares 96 $47K <0.01% -18 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,830 shares; 2025Q4: 1,859 shares; 2026Q1: 1,872 shares 1,872 $47K <0.01% +13 Timeline CAIQ 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: 1,099 shares; 2026Q1: 1,980 shares 1,980 $47K <0.01% +881 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: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $47K <0.01% 0 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: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares 1,095 $47K <0.01% 0 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: 433 shares; 2024Q4: 1,557 shares; 2025Q1: 1,389 shares; 2025Q2: 1,411 shares; 2025Q3: 1,082 shares; 2025Q4: 1,078 shares; 2026Q1: 1,110 shares 1,110 $46K <0.01% +32 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: 360 shares; 2024Q4: 314 shares; 2025Q1: 527 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 333 shares 333 $45K <0.01% +18 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 5,506 shares; 2025Q3: 5,506 shares; 2025Q4: 5,506 shares; 2026Q1: 4,472 shares 4,472 $45K <0.01% -1,034 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: 402 shares; 2024Q4: 405 shares; 2025Q1: 467 shares; 2025Q2: 383 shares; 2025Q3: 386 shares; 2025Q4: 389 shares; 2026Q1: 331 shares 331 $45K <0.01% -58 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 2,548 shares; 2026Q1: 2,150 shares 2,150 $45K <0.01% -398 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 1,857 shares 1,857 $45K <0.01% new Timeline BSMW 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: 400 shares; 2024Q4: 403 shares; 2025Q1: 1,798 shares; 2025Q2: 1,802 shares; 2025Q3: 1,805 shares; 2025Q4: 1,809 shares; 2026Q1: 1,812 shares 1,812 $45K <0.01% +3 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares 1,794 $45K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares 3,051 $44K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 262 shares; 2025Q1: 264 shares; 2025Q2: 266 shares; 2025Q3: 268 shares; 2025Q4: 270 shares; 2026Q1: 272 shares 272 $44K <0.01% +2 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $44K <0.01% 0 Timeline DDTJ 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: not reported; 2026Q1: 2,391 shares 2,391 $44K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 255 shares; 2025Q1: 280 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 166 shares 166 $43K <0.01% -79 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 305 shares 305 $43K <0.01% +12 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 160 shares 160 $43K <0.01% +3 Timeline PAPR 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: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,106 shares; 2026Q1: 1,072 shares 1,072 $43K <0.01% -34 Timeline GFEB 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: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares 1,051 $43K <0.01% 0 Timeline CPSD 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: 1,649 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares 1,649 $43K <0.01% 0 Timeline VONE 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: 128 shares; 2025Q4: 128 shares; 2026Q1: 142 shares 142 $42K <0.01% +14 Timeline DDFF 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: not reported; 2026Q1: 2,208 shares 2,208 $42K <0.01% new 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: 133 shares; 2024Q4: 134 shares; 2025Q1: 141 shares; 2025Q2: 131 shares; 2025Q3: 10,356 shares; 2025Q4: 10,308 shares; 2026Q1: 188 shares 188 $41K <0.01% -10,120 Timeline IREN IREN LIMITED More: the full row for IREN 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: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $41K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 3,239 shares; 2026Q1: 2,415 shares 2,415 $41K <0.01% -824 Timeline IMCB 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 494 shares; 2025Q4: 484 shares; 2026Q1: 485 shares 485 $41K <0.01% +1 Timeline MARM 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $41K <0.01% 0 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: 151 shares; 2024Q4: 105 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 227 shares 227 $40K <0.01% +56 Timeline EBND 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: 2,283 shares; 2024Q4: 2,054 shares; 2025Q1: 2,042 shares; 2025Q2: 2,038 shares; 2025Q3: 1,991 shares; 2025Q4: 1,992 shares; 2026Q1: 1,935 shares 1,935 $40K <0.01% -57 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $40K <0.01% 0 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: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 669 shares 669 $40K <0.01% -39 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: 400 shares; 2024Q4: 440 shares; 2025Q1: 439 shares; 2025Q2: 432 shares; 2025Q3: 629 shares; 2025Q4: 642 shares; 2026Q1: 185 shares 185 $40K <0.01% -457 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 484 shares; 2025Q2: 485 shares; 2025Q3: 486 shares; 2025Q4: 488 shares; 2026Q1: 441 shares 441 $40K <0.01% -47 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 3,455 shares; 2026Q1: 3,495 shares 3,495 $40K <0.01% +40 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 601 shares 601 $40K <0.01% +5 Timeline NANR 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $39K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 244 shares; 2026Q1: 142 shares 142 $39K <0.01% -102 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $39K <0.01% 0 Timeline KRE 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: 6,226 shares; 2024Q4: 6,265 shares; 2025Q1: 6,471 shares; 2025Q2: 6,473 shares; 2025Q3: 6,500 shares; 2025Q4: 946 shares; 2026Q1: 606 shares 606 $39K <0.01% -340 Timeline IGLB 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: 786 shares 786 $39K <0.01% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares; 2026Q1: 2,531 shares 2,531 $39K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 602 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $38K <0.01% 0 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716 $38K <0.01% 0 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: 28 shares; 2025Q4: 109 shares; 2026Q1: 233 shares 233 $38K <0.01% +124 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,892 shares; 2026Q1: 4,892 shares 4,892 $38K <0.01% 0 Timeline CAM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares 1,505 $38K <0.01% new Timeline