SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 26,520 shares; 2025Q1: 27,265 shares; 2025Q2: 27,075 shares; 2025Q3: 25,600 shares; 2025Q4: 24,997 shares; 2026Q1: 2,895 shares 2,895 $317K 0.02% -22,102 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: 262 shares; 2025Q3: 4,392 shares; 2025Q4: 7,990 shares; 2026Q1: 7,736 shares 7,736 $315K 0.02% -254 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 7,704 shares; 2026Q1: 7,744 shares 7,744 $313K 0.02% +40 Timeline OIH 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: 1,624 shares; 2024Q4: 1,469 shares; 2025Q1: 914 shares; 2025Q2: 904 shares; 2025Q3: 860 shares; 2025Q4: 831 shares; 2026Q1: 773 shares 773 $312K 0.02% -58 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 7,013 shares; 2026Q1: 7,013 shares 7,013 $311K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 6,642 shares; 2025Q3: 6,642 shares; 2025Q4: 6,642 shares; 2026Q1: 6,661 shares 6,661 $309K 0.02% +19 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,750 shares; 2025Q1: 5,776 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares 5,750 $308K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,632 shares; 2025Q4: 2,958 shares; 2026Q1: 3,855 shares 3,855 $306K 0.02% +897 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 1,558 shares; 2025Q1: 2,737 shares; 2025Q2: 3,133 shares; 2025Q3: 3,284 shares; 2025Q4: 3,826 shares; 2026Q1: 4,136 shares 4,136 $305K 0.02% +310 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: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,028 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares 1,029 $304K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,322 shares; 2024Q4: 48,106 shares; 2025Q1: 48,322 shares; 2025Q2: 40,537 shares; 2025Q3: 35,448 shares; 2025Q4: 35,582 shares; 2026Q1: 29,471 shares 29,471 $304K 0.02% -6,111 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 6,411 shares; 2025Q1: 5,592 shares; 2025Q2: 5,550 shares; 2025Q3: 6,474 shares; 2025Q4: 7,368 shares; 2026Q1: 6,615 shares 6,615 $302K 0.02% -753 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 4,553 shares; 2025Q1: 4,390 shares; 2025Q2: 4,252 shares; 2025Q3: 4,350 shares; 2025Q4: 4,025 shares; 2026Q1: 4,050 shares 4,050 $302K 0.02% +25 Timeline UOCT 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: 4,935 shares; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 8,588 shares; 2025Q3: 8,588 shares; 2025Q4: 8,328 shares; 2026Q1: 7,873 shares 7,873 $301K 0.02% -455 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: 1,996 shares; 2024Q4: 2,051 shares; 2025Q1: 3,044 shares; 2025Q2: 3,052 shares; 2025Q3: 2,995 shares; 2025Q4: 2,944 shares; 2026Q1: 1,075 shares 1,075 $299K 0.02% -1,869 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,315 shares; 2025Q1: 5,206 shares; 2025Q2: 5,211 shares; 2025Q3: 5,214 shares; 2025Q4: 5,219 shares; 2026Q1: 5,223 shares 5,223 $298K 0.02% +4 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: 5,617 shares; 2024Q4: 5,450 shares; 2025Q1: 2,838 shares; 2025Q2: 2,852 shares; 2025Q3: 3,247 shares; 2025Q4: 3,204 shares; 2026Q1: 3,043 shares 3,043 $297K 0.02% -161 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 3,058 shares; 2025Q3: 3,246 shares; 2025Q4: 2,840 shares; 2026Q1: 3,220 shares 3,220 $297K 0.02% +380 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: not reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 343 shares 343 $297K 0.02% +15 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME 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: 57,800 shares; 2026Q1: 63,900 shares 63,900 $296K 0.02% +6,100 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: 10,590 shares; 2024Q4: 8,523 shares; 2025Q1: 8,532 shares; 2025Q2: 8,492 shares; 2025Q3: 8,501 shares; 2025Q4: 8,237 shares; 2026Q1: 8,191 shares 8,191 $292K 0.02% -46 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,998 shares; 2025Q1: 3,132 shares; 2025Q2: 3,233 shares; 2025Q3: 3,233 shares; 2025Q4: 3,235 shares; 2026Q1: 3,222 shares 3,222 $291K 0.02% -13 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,888 shares; 2025Q2: 2,423 shares; 2025Q3: not reported; 2025Q4: 2,426 shares; 2026Q1: 2,638 shares 2,638 $291K 0.02% +212 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: 3,882 shares; 2024Q4: 11,578 shares; 2025Q1: 11,691 shares; 2025Q2: 12,170 shares; 2025Q3: 11,420 shares; 2025Q4: 9,690 shares; 2026Q1: 9,339 shares 9,339 $289K 0.02% -351 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 953 shares; 2025Q3: 1,003 shares; 2025Q4: 1,019 shares; 2026Q1: 901 shares 901 $287K 0.02% -118 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 961 shares; 2025Q1: 3,740 shares; 2025Q2: 962 shares; 2025Q3: 914 shares; 2025Q4: 997 shares; 2026Q1: 2,056 shares 2,056 $284K 0.02% +1,059 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $284K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 7,409 shares; 2025Q1: 7,812 shares; 2025Q2: 8,003 shares; 2025Q3: 7,925 shares; 2025Q4: 7,510 shares; 2026Q1: 7,621 shares 7,621 $284K 0.02% +111 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,442 shares 2,442 $282K 0.02% new 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: 749 shares; 2024Q4: 2,768 shares; 2025Q1: 2,984 shares; 2025Q2: 2,763 shares; 2025Q3: 2,671 shares; 2025Q4: 2,822 shares; 2026Q1: 2,559 shares 2,559 $281K 0.02% -263 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 294 shares; 2025Q1: 288 shares; 2025Q2: 287 shares; 2025Q3: 285 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $280K 0.02% 0 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,695 shares; 2025Q2: 8,604 shares; 2025Q3: 5,474 shares; 2025Q4: 5,448 shares; 2026Q1: 5,383 shares 5,383 $279K 0.02% -65 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: 919 shares; 2024Q4: 990 shares; 2025Q1: 965 shares; 2025Q2: 809 shares; 2025Q3: 867 shares; 2025Q4: 886 shares; 2026Q1: 853 shares 853 $278K 0.02% -33 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: 10,270 shares; 2024Q4: 10,231 shares; 2025Q1: 10,651 shares; 2025Q2: 8,933 shares; 2025Q3: 8,674 shares; 2025Q4: 7,509 shares; 2026Q1: 7,844 shares 7,844 $276K 0.02% +335 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,102 shares; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,676 shares 1,676 $275K 0.02% -89 Timeline JULZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,944 shares; 2025Q4: 6,873 shares; 2026Q1: 6,838 shares 6,838 $275K 0.02% -35 Timeline INTF 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: 11,622 shares; 2024Q4: 16,750 shares; 2025Q1: 20,542 shares; 2025Q2: 8,160 shares; 2025Q3: 7,629 shares; 2025Q4: 7,109 shares; 2026Q1: 7,028 shares 7,028 $274K 0.02% -81 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,178 shares; 2024Q4: 13,208 shares; 2025Q1: 12,563 shares; 2025Q2: 12,563 shares; 2025Q3: 12,095 shares; 2025Q4: 12,288 shares; 2026Q1: 12,288 shares 12,288 $273K 0.02% 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: 579 shares; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 604 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 576 shares 576 $273K 0.02% +12 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 12,585 shares; 2025Q1: 12,977 shares; 2025Q2: 12,977 shares; 2025Q3: 13,089 shares; 2025Q4: 13,027 shares; 2026Q1: 13,122 shares 13,122 $272K 0.02% +95 Timeline RSPN 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: 5,092 shares; 2024Q4: 5,107 shares; 2025Q1: 5,119 shares; 2025Q2: 5,131 shares; 2025Q3: 4,689 shares; 2025Q4: 4,697 shares; 2026Q1: 4,707 shares 4,707 $271K 0.02% +10 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,988 shares; 2025Q1: 10,015 shares; 2025Q2: 10,044 shares; 2025Q3: 10,073 shares; 2025Q4: 10,102 shares; 2026Q1: 13,233 shares 13,233 $270K 0.02% +3,131 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,580 shares; 2026Q1: 1,093 shares 1,093 $270K 0.02% -487 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,402 shares; 2025Q1: 5,050 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,775 shares 4,775 $270K 0.02% -175 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 238 shares; 2026Q1: 5,311 shares 5,311 $269K 0.02% +5,073 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,035 shares; 2025Q4: 7,411 shares; 2026Q1: 6,592 shares 6,592 $269K 0.02% -819 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 687 shares; 2025Q1: 688 shares; 2025Q2: 781 shares; 2025Q3: 782 shares; 2025Q4: 822 shares; 2026Q1: 840 shares 840 $267K 0.02% +18 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 9,659 shares; 2025Q1: 10,743 shares; 2025Q2: 4,975 shares; 2025Q3: 4,467 shares; 2025Q4: 5,313 shares; 2026Q1: 2,692 shares 2,692 $267K 0.02% -2,621 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,577 shares; 2025Q1: 3,087 shares; 2025Q2: 3,142 shares; 2025Q3: 3,720 shares; 2025Q4: 3,480 shares; 2026Q1: 2,721 shares 2,721 $266K 0.02% -759 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: 7,659 shares; 2026Q1: 7,659 shares 7,659 $266K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 10,182 shares; 2025Q1: 11,578 shares; 2025Q2: 11,617 shares; 2025Q3: 11,713 shares; 2025Q4: 11,273 shares; 2026Q1: 11,343 shares 11,343 $265K 0.02% +70 Timeline PIZ 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: 5,325 shares; 2024Q4: 5,548 shares; 2025Q1: 5,548 shares; 2025Q2: 5,418 shares; 2025Q3: 5,418 shares; 2025Q4: 5,418 shares; 2026Q1: 5,325 shares 5,325 $264K 0.02% -93 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: not reported; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,009 shares; 2025Q3: 1,953 shares; 2025Q4: 1,852 shares; 2026Q1: 1,836 shares 1,836 $263K 0.02% -16 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,111 shares 10,111 $263K 0.02% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 2,442 shares; 2025Q3: 2,042 shares; 2025Q4: 2,123 shares; 2026Q1: 2,055 shares 2,055 $262K 0.02% -68 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: 933 shares; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 952 shares 952 $262K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,357 shares; 2025Q1: 2,981 shares; 2025Q2: 2,661 shares; 2025Q3: 2,637 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares 3,340 $262K 0.02% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: not reported; 2026Q1: 3,784 shares 3,784 $259K 0.02% new Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,052 shares; 2025Q4: 6,657 shares; 2026Q1: 6,657 shares 6,657 $258K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 4,871 shares; 2025Q3: 5,452 shares; 2025Q4: 5,263 shares; 2026Q1: 5,368 shares 5,368 $258K 0.02% +105 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 565 shares; 2025Q1: 577 shares; 2025Q2: 562 shares; 2025Q3: 579 shares; 2025Q4: 2,940 shares; 2026Q1: 2,461 shares 2,461 $257K 0.02% -479 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED 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: 13,391 shares; 2025Q4: 15,174 shares; 2026Q1: 15,693 shares 15,693 $256K 0.02% +519 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 7,704 shares; 2025Q1: 2,745 shares; 2025Q2: 1,945 shares; 2025Q3: 2,052 shares; 2025Q4: 1,987 shares; 2026Q1: 2,409 shares 2,409 $256K 0.02% +422 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,317 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 6,000 shares; 2025Q4: 5,860 shares; 2026Q1: 5,111 shares 5,111 $255K 0.02% -749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares; 2026Q1: 1,175 shares 1,175 $255K 0.02% +21 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,405 shares; 2024Q4: 11,934 shares; 2025Q1: 13,028 shares; 2025Q2: 13,034 shares; 2025Q3: 13,207 shares; 2025Q4: 10,648 shares; 2026Q1: 10,655 shares 10,655 $252K 0.02% +7 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 486 shares; 2026Q1: 481 shares 481 $251K 0.02% -5 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,800 shares; 2025Q1: 1,819 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,400 shares; 2026Q1: 1,601 shares 1,601 $249K 0.02% +201 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 3,350 shares; 2025Q3: 3,376 shares; 2025Q4: 3,311 shares; 2026Q1: 2,269 shares 2,269 $248K 0.02% -1,042 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,463 shares; 2025Q1: 377 shares; 2025Q2: 745 shares; 2025Q3: 1,228 shares; 2025Q4: 2,033 shares; 2026Q1: 3,281 shares 3,281 $247K 0.02% +1,248 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,008 shares; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 684 shares 684 $245K 0.02% +1 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,757 shares; 2025Q1: 4,343 shares; 2025Q2: 4,309 shares; 2025Q3: 3,894 shares; 2025Q4: 3,294 shares; 2026Q1: 3,239 shares 3,239 $244K 0.02% -55 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,879 shares 2,879 $244K 0.02% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,063 shares; 2025Q1: 1,092 shares; 2025Q2: 1,125 shares; 2025Q3: 1,132 shares; 2025Q4: 1,139 shares; 2026Q1: 1,145 shares 1,145 $243K 0.02% +6 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 1,935 shares; 2026Q1: 2,040 shares 2,040 $242K 0.02% +105 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: 5,491 shares; 2024Q4: 5,473 shares; 2025Q1: 5,803 shares; 2025Q2: 5,795 shares; 2025Q3: 4,057 shares; 2025Q4: 3,987 shares; 2026Q1: 4,011 shares 4,011 $241K 0.02% +24 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,116 shares; 2025Q3: 6,129 shares; 2025Q4: 6,880 shares; 2026Q1: 4,348 shares 4,348 $240K 0.02% -2,532 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: not reported; 2026Q1: 10,550 shares 10,550 $237K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 12,173 shares; 2025Q1: 14,610 shares; 2025Q2: 14,887 shares; 2025Q3: 14,959 shares; 2025Q4: 9,013 shares; 2026Q1: 9,117 shares 9,117 $234K 0.02% +104 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,084 shares; 2025Q4: 2,959 shares; 2026Q1: 3,009 shares 3,009 $233K 0.02% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 1,873 shares; 2025Q4: 1,972 shares; 2026Q1: 2,029 shares 2,029 $233K 0.02% +57 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,234 shares; 2025Q1: 4,130 shares; 2025Q2: 4,131 shares; 2025Q3: 5,281 shares; 2025Q4: 5,279 shares; 2026Q1: 5,501 shares 5,501 $233K 0.02% +222 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,480 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,480 shares; 2026Q1: 4,480 shares 4,480 $232K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS 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: 967 shares; 2026Q1: 1,044 shares 1,044 $231K 0.02% +77 Timeline BBIN 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: 1,595 shares; 2025Q2: 1,752 shares; 2025Q3: 2,694 shares; 2025Q4: 3,256 shares; 2026Q1: 3,152 shares 3,152 $230K 0.02% -104 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: 1,022 shares; 2024Q4: 985 shares; 2025Q1: 995 shares; 2025Q2: 928 shares; 2025Q3: 1,566 shares; 2025Q4: 782 shares; 2026Q1: 784 shares 784 $229K 0.02% +2 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: 5,578 shares; 2024Q4: 5,602 shares; 2025Q1: 6,554 shares; 2025Q2: 6,576 shares; 2025Q3: 6,597 shares; 2025Q4: 6,389 shares; 2026Q1: 5,031 shares 5,031 $229K 0.02% -1,358 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $229K 0.02% new Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 6,997 shares; 2025Q1: 6,997 shares; 2025Q2: 6,997 shares; 2025Q3: 6,997 shares; 2025Q4: 6,297 shares; 2026Q1: 6,297 shares 6,297 $229K 0.02% 0 Timeline MDYV 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: 562 shares; 2024Q4: 567 shares; 2025Q1: 562 shares; 2025Q2: 2,679 shares; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares 2,679 $228K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,409 shares; 2025Q1: 2,437 shares; 2025Q2: 2,672 shares; 2025Q3: 2,457 shares; 2025Q4: 2,396 shares; 2026Q1: 2,346 shares 2,346 $228K 0.02% -50 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares; 2025Q4: 5,866 shares; 2026Q1: 5,866 shares 5,866 $228K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 2,631 shares; 2026Q1: 3,350 shares 3,350 $226K 0.02% +719 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,219 shares; 2026Q1: 3,393 shares 3,393 $226K 0.02% +174 Timeline HERD 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: 65,994 shares; 2024Q4: 68,511 shares; 2025Q1: 59,787 shares; 2025Q2: 15,703 shares; 2025Q3: 8,786 shares; 2025Q4: 6,011 shares; 2026Q1: 4,842 shares 4,842 $221K 0.02% -1,169 Timeline UJUL 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: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,308 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,778 shares; 2026Q1: 5,778 shares 5,778 $221K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,667 shares; 2026Q1: 2,667 shares 2,667 $220K 0.02% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,155 shares; 2025Q1: 9,040 shares; 2025Q2: 8,078 shares; 2025Q3: 8,409 shares; 2025Q4: 8,114 shares; 2026Q1: 8,345 shares 8,345 $219K 0.02% +231 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,648 shares; 2024Q4: 12,954 shares; 2025Q1: 11,613 shares; 2025Q2: 11,633 shares; 2025Q3: 9,605 shares; 2025Q4: 8,819 shares; 2026Q1: 9,132 shares 9,132 $219K 0.02% +313 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,209 shares 3,209 $219K 0.02% +9 Timeline XES 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: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880 $219K 0.02% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 41 shares; 2025Q1: 552 shares; 2025Q2: 3,197 shares; 2025Q3: 3,752 shares; 2025Q4: 4,262 shares; 2026Q1: 4,285 shares 4,285 $218K 0.02% +23 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 2,459 shares; 2025Q1: 3,083 shares; 2025Q2: 4,430 shares; 2025Q3: 4,718 shares; 2025Q4: 4,511 shares; 2026Q1: 5,396 shares 5,396 $216K 0.02% +885 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,490 shares 4,490 $216K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $215K 0.02% new 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: 5,497 shares; 2024Q4: 5,749 shares; 2025Q1: 4,928 shares; 2025Q2: 5,242 shares; 2025Q3: 5,253 shares; 2025Q4: not reported; 2026Q1: 4,659 shares 4,659 $213K 0.02% new Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 9,200 shares; 2025Q1: 9,275 shares; 2025Q2: 8,689 shares; 2025Q3: 8,864 shares; 2025Q4: not reported; 2026Q1: 7,574 shares 7,574 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,303 shares; 2026Q1: 6,067 shares 6,067 $213K 0.02% +4,764 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,493 shares; 2025Q4: 1,577 shares; 2026Q1: 1,548 shares 1,548 $212K 0.02% -29 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $212K 0.02% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 1,944 shares; 2026Q1: 2,669 shares 2,669 $211K 0.02% +725 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: 2,710 shares; 2024Q4: 3,059 shares; 2025Q1: 3,059 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $210K 0.02% 0 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,426 shares; 2025Q2: 4,405 shares; 2025Q3: 3,692 shares; 2025Q4: 3,212 shares; 2026Q1: 3,215 shares 3,215 $210K 0.02% +3 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 707 shares 707 $210K 0.02% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 853 shares 853 $209K 0.02% new Timeline DMAR 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: 3,497 shares; 2024Q4: 3,497 shares; 2025Q1: 4,457 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares; 2025Q4: 4,898 shares; 2026Q1: 4,926 shares 4,926 $209K 0.02% +28 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly 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: 5,342 shares 5,342 $208K 0.02% new 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: 5,904 shares; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 6,839 shares; 2026Q1: 6,763 shares 6,763 $208K 0.02% -76 Timeline QID 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: 9,176 shares 9,176 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851 shares 851 $208K 0.02% new Timeline IDV 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: 1,030 shares; 2024Q4: 1,236 shares; 2025Q1: 4,009 shares; 2025Q2: 4,019 shares; 2025Q3: 4,023 shares; 2025Q4: 3,915 shares; 2026Q1: 4,879 shares 4,879 $208K 0.02% +964 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,121 shares 4,121 $207K 0.02% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,058 shares; 2025Q1: 11,281 shares; 2025Q2: 19,674 shares; 2025Q3: 22,687 shares; 2025Q4: 22,563 shares; 2026Q1: 14,920 shares 14,920 $206K 0.02% -7,643 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,515 shares 3,515 $206K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,799 shares; 2025Q4: 3,454 shares; 2026Q1: 2,881 shares 2,881 $205K 0.01% -573 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,226 shares; 2026Q1: 2,888 shares 2,888 $203K 0.01% -338 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 104 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 2,252 shares; 2026Q1: 2,628 shares 2,628 $203K 0.01% +376 Timeline HUSV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,724 shares; 2026Q1: 5,242 shares 5,242 $201K 0.01% -482 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: 20,742 shares; 2024Q4: 20,202 shares; 2025Q1: 15,838 shares; 2025Q2: 15,871 shares; 2025Q3: 15,154 shares; 2025Q4: 13,999 shares; 2026Q1: 11,920 shares 11,920 $200K 0.01% -2,079 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,781 shares; 2025Q1: 10,781 shares; 2025Q2: 10,781 shares; 2025Q3: 11,033 shares; 2025Q4: 11,035 shares; 2026Q1: 11,579 shares 11,579 $197K 0.01% +544 Timeline MGC 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: 448 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 830 shares; 2026Q1: 831 shares 831 $196K 0.01% +1 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 317 shares; 2025Q2: 327 shares; 2025Q3: 394 shares; 2025Q4: 481 shares; 2026Q1: 511 shares 511 $196K 0.01% +30 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: not reported; 2026Q1: 14,575 shares 14,575 $191K 0.01% new Timeline YJUN 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: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 3,235 shares; 2025Q3: 6,200 shares; 2025Q4: 7,584 shares; 2026Q1: 7,374 shares 7,374 $190K 0.01% -210 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,503 shares 10,503 $189K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 4,443 shares; 2025Q2: 4,723 shares; 2025Q3: 4,750 shares; 2025Q4: 4,520 shares; 2026Q1: 3,887 shares 3,887 $188K 0.01% -633 Timeline MAYZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,739 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares 5,862 $187K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 22,525 shares; 2025Q1: 24,125 shares; 2025Q2: 26,025 shares; 2025Q3: 24,862 shares; 2025Q4: 24,612 shares; 2026Q1: 22,040 shares 22,040 $186K 0.01% -2,572 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 81 shares; 2025Q1: 881 shares; 2025Q2: 1,131 shares; 2025Q3: 3,876 shares; 2025Q4: 3,856 shares; 2026Q1: 3,984 shares 3,984 $186K 0.01% +128 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 952 shares; 2025Q1: 1,366 shares; 2025Q2: 1,383 shares; 2025Q3: 1,568 shares; 2025Q4: 1,721 shares; 2026Q1: 2,078 shares 2,078 $184K 0.01% +357 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: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 5,500 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $184K 0.01% 0 Timeline FPEI 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 225 shares; 2025Q4: 4,447 shares; 2026Q1: 9,666 shares 9,666 $184K 0.01% +5,219 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,015 shares 10,015 $183K 0.01% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 16,147 shares; 2025Q1: 19,186 shares; 2025Q2: 19,186 shares; 2025Q3: 19,447 shares; 2025Q4: 19,186 shares; 2026Q1: 19,447 shares 19,447 $182K 0.01% +261 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,076 shares; 2025Q1: 3,012 shares; 2025Q2: 2,543 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,649 shares 1,649 $182K 0.01% +33 Timeline IVOO 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: 1,760 shares; 2025Q4: 1,660 shares; 2026Q1: 1,585 shares 1,585 $181K 0.01% -75 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: 542 shares; 2024Q4: 542 shares; 2025Q1: 2,690 shares; 2025Q2: 3,042 shares; 2025Q3: 2,326 shares; 2025Q4: 2,317 shares; 2026Q1: 2,388 shares 2,388 $181K 0.01% +71 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,477 shares; 2026Q1: 5,477 shares 5,477 $178K 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: 8,449 shares; 2024Q4: 6,422 shares; 2025Q1: 6,226 shares; 2025Q2: 6,427 shares; 2025Q3: 6,271 shares; 2025Q4: 6,288 shares; 2026Q1: 6,603 shares 6,603 $178K 0.01% +315 Timeline VTHR 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: 653 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $178K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 570 shares; 2026Q1: 568 shares 568 $177K 0.01% -2 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,682 shares 5,682 $177K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 31 shares; 2025Q1: 7 shares; 2025Q2: 1,381 shares; 2025Q3: 1,929 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares 1,912 $176K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 733 shares; 2025Q1: 899 shares; 2025Q2: 837 shares; 2025Q3: 702 shares; 2025Q4: 692 shares; 2026Q1: 680 shares 680 $175K 0.01% -12 Timeline HEZU 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: 733 shares; 2025Q3: not reported; 2025Q4: 3,983 shares; 2026Q1: 3,983 shares 3,983 $174K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 423 shares; 2025Q1: 3,224 shares; 2025Q2: 2,111 shares; 2025Q3: 1,902 shares; 2025Q4: 1,964 shares; 2026Q1: 2,184 shares 2,184 $174K 0.01% +220 Timeline BUFF 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: 6,225 shares; 2024Q4: 6,225 shares; 2025Q1: 5,939 shares; 2025Q2: 3,385 shares; 2025Q3: 3,301 shares; 2025Q4: 3,532 shares; 2026Q1: 3,505 shares 3,505 $173K 0.01% -27 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,257 shares; 2025Q1: 4,406 shares; 2025Q2: 3,959 shares; 2025Q3: 3,351 shares; 2025Q4: 2,437 shares; 2026Q1: 1,575 shares 1,575 $172K 0.01% -862 Timeline PFEB 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 4,006 shares; 2025Q2: 4,056 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 4,278 shares 4,278 $172K 0.01% +302 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: 2,450 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,450 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906 $170K 0.01% 0 Timeline QVMT 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: 3,564 shares; 2024Q4: 3,320 shares; 2025Q1: 3,301 shares; 2025Q2: 3,321 shares; 2025Q3: 3,342 shares; 2025Q4: 2,898 shares; 2026Q1: 2,807 shares 2,807 $167K 0.01% -91 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 8,407 shares 8,407 $165K 0.01% +3,132 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $165K 0.01% 0 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: 5,233 shares; 2024Q4: 5,233 shares; 2025Q1: 5,233 shares; 2025Q2: 5,233 shares; 2025Q3: 5,233 shares; 2025Q4: 5,216 shares; 2026Q1: 5,182 shares 5,182 $163K 0.01% -34 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 2,718 shares 2,718 $162K 0.01% +2,468 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 17,507 shares; 2025Q4: 18,217 shares; 2026Q1: 19,729 shares 19,729 $161K 0.01% +1,512 Timeline EMLP 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: 3,667 shares; 2024Q4: 3,675 shares; 2025Q1: 3,641 shares; 2025Q2: 3,545 shares; 2025Q3: 3,548 shares; 2025Q4: 3,540 shares; 2026Q1: 3,674 shares 3,674 $160K 0.01% +134 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: 19,297 shares; 2024Q4: 7,585 shares; 2025Q1: 7,360 shares; 2025Q2: 5,125 shares; 2025Q3: 5,170 shares; 2025Q4: 5,300 shares; 2026Q1: 4,675 shares 4,675 $160K 0.01% -625 Timeline NEAR 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: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 2,958 shares; 2025Q3: 3,178 shares; 2025Q4: 3,130 shares; 2026Q1: 3,098 shares 3,098 $157K 0.01% -32 Timeline PTIN 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: 3,193 shares; 2025Q3: 3,193 shares; 2025Q4: 3,388 shares; 2026Q1: 4,757 shares 4,757 $155K 0.01% +1,369 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,550 shares; 2025Q3: 3,010 shares; 2025Q4: 2,402 shares; 2026Q1: 2,361 shares 2,361 $154K 0.01% -41 Timeline AES AES CORP More: the full row for AES 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: 13,972 shares; 2025Q3: 15,836 shares; 2025Q4: 15,169 shares; 2026Q1: 10,769 shares 10,769 $152K 0.01% -4,400 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: 25,641 shares; 2024Q4: 24,908 shares; 2025Q1: 18,533 shares; 2025Q2: 15,345 shares; 2025Q3: 14,230 shares; 2025Q4: 13,395 shares; 2026Q1: 2,938 shares 2,938 $150K 0.01% -10,457 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 53 shares; 2025Q2: 221 shares; 2025Q3: 421 shares; 2025Q4: 649 shares; 2026Q1: 1,317 shares 1,317 $148K 0.01% +668 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 249 shares; 2026Q1: 3,725 shares 3,725 $147K 0.01% +3,476 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 414 shares; 2025Q1: 970 shares; 2025Q2: 973 shares; 2025Q3: 1,076 shares; 2025Q4: 1,080 shares; 2026Q1: 1,082 shares 1,082 $147K 0.01% +2 Timeline GUMI 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: not reported; 2025Q4: 1,640 shares; 2026Q1: 2,890 shares 2,890 $146K 0.01% +1,250 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,246 shares; 2025Q1: 2,889 shares; 2025Q2: 2,891 shares; 2025Q3: 2,489 shares; 2025Q4: 2,307 shares; 2026Q1: 2,333 shares 2,333 $146K 0.01% +26 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares; 2026Q1: 3,520 shares 3,520 $145K 0.01% +90 Timeline BAPR 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: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,887 shares 2,887 $141K 0.01% +125 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 234 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 576 shares; 2026Q1: 473 shares 473 $141K 0.01% -103 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 144 shares; 2025Q2: 622 shares; 2025Q3: 1,140 shares; 2025Q4: 1,941 shares; 2026Q1: 2,552 shares 2,552 $141K 0.01% +611 Timeline BIZD 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: 2,071 shares; 2024Q4: 2,071 shares; 2025Q1: 2,071 shares; 2025Q2: 9,271 shares; 2025Q3: 9,413 shares; 2025Q4: 11,153 shares; 2026Q1: 11,011 shares 11,011 $141K 0.01% -142 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,506 shares; 2025Q1: 1,238 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,618 shares; 2026Q1: 2,439 shares 2,439 $139K 0.01% +821 Timeline SLYV 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,461 shares 1,461 $138K 0.01% -48 Timeline URA 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: 3,163 shares; 2024Q4: 2,956 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares; 2026Q1: 2,847 shares 2,847 $138K 0.01% +230 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 1,500 shares 1,500 $135K 0.01% -1,000 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,724 shares; 2025Q2: 24,195 shares; 2025Q3: 11,869 shares; 2025Q4: 11,964 shares; 2026Q1: 12,012 shares 12,012 $135K 0.01% +48 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares; 2025Q4: 3,492 shares; 2026Q1: 3,577 shares 3,577 $131K 0.01% +85 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,306 shares 5,306 $131K 0.01% new Timeline SIZE 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: 919 shares; 2024Q4: 822 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $130K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 4,371 shares; 2025Q2: 2,724 shares; 2025Q3: 2,733 shares; 2025Q4: 2,653 shares; 2026Q1: 2,560 shares 2,560 $130K 0.01% -93 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: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 5,605 shares; 2026Q1: 5,444 shares 5,444 $127K 0.01% -161 Timeline DAPR 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: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 3,272 shares; 2026Q1: 3,187 shares 3,187 $127K 0.01% -85 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,078 shares; 2025Q1: 5,531 shares; 2025Q2: 6,084 shares; 2025Q3: 5,498 shares; 2025Q4: 5,047 shares; 2026Q1: 2,783 shares 2,783 $125K 0.01% -2,264 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: 2,705 shares 2,705 $125K 0.01% +2,140 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 1,747 shares; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,632 shares; 2026Q1: 1,616 shares 1,616 $124K 0.01% -16 Timeline TCAL 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: 4,301 shares; 2025Q3: 5,220 shares; 2025Q4: 5,368 shares; 2026Q1: 5,511 shares 5,511 $123K 0.01% +143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,750 shares; 2026Q1: 4,666 shares 4,666 $123K 0.01% -84 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,812 shares 4,812 $123K 0.01% new Timeline PJUL 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: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares 2,636 $121K 0.01% 0 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: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares 1,011 $121K 0.01% 0 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: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares 3,108 $119K 0.01% 0 Timeline LEGR 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: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares 2,058 $119K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,314 shares; 2026Q1: 2,373 shares 2,373 $119K 0.01% +59 Timeline UMAY 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: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,199 shares 3,199 $118K 0.01% -326 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,379 shares; 2025Q1: 1,530 shares; 2025Q2: 1,421 shares; 2025Q3: 1,470 shares; 2025Q4: 1,706 shares; 2026Q1: 1,209 shares 1,209 $118K 0.01% -497 Timeline TJUL 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: 7,000 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 $117K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,744 shares; 2025Q1: 1,745 shares; 2025Q2: 1,746 shares; 2025Q3: 1,746 shares; 2025Q4: 1,747 shares; 2026Q1: 1,748 shares 1,748 $117K 0.01% +1 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,006 shares 2,006 $117K 0.01% new Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,520 shares 3,520 $116K 0.01% new Timeline LOUP 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: 1,044 shares; 2024Q4: 1,144 shares; 2025Q1: 1,602 shares; 2025Q2: 1,717 shares; 2025Q3: 1,689 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $116K 0.01% 0 Timeline AAXJ 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: 1,213 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194 $115K 0.01% 0 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: 4,540 shares; 2024Q4: 2,685 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $115K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,262 shares; 2025Q2: 1,267 shares; 2025Q3: 1,418 shares; 2025Q4: 1,399 shares; 2026Q1: 1,375 shares 1,375 $114K 0.01% -24 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,265 shares; 2025Q4: 1,160 shares; 2026Q1: 1,203 shares 1,203 $112K 0.01% +43 Timeline VIOO 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: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 976 shares 976 $112K 0.01% -77 Timeline GDXJ 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: 1,786 shares; 2024Q4: 1,226 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $112K 0.01% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,395 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,940 shares; 2025Q4: 2,680 shares; 2026Q1: 4,088 shares 4,088 $111K 0.01% +1,408 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 1,676 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,701 shares; 2026Q1: 1,584 shares 1,584 $111K 0.01% -117 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: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares 1,084 $111K 0.01% 0 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: 1,015 shares; 2024Q4: 1,020 shares; 2025Q1: 3,243 shares; 2025Q2: 1,573 shares; 2025Q3: 1,728 shares; 2025Q4: 1,606 shares; 2026Q1: 1,273 shares 1,273 $110K 0.01% -333 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 489 shares; 2026Q1: 486 shares 486 $110K 0.01% -3 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: 1,269 shares; 2025Q3: 1,271 shares; 2025Q4: 1,188 shares; 2026Q1: 1,162 shares 1,162 $108K 0.01% -26 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: 27,964 shares; 2024Q4: 26,597 shares; 2025Q1: 26,401 shares; 2025Q2: 26,246 shares; 2025Q3: 24,211 shares; 2025Q4: 12,829 shares; 2026Q1: 694 shares 694 $108K 0.01% -12,135 Timeline IDLV 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: 4,889 shares; 2024Q4: 1,300 shares; 2025Q1: 999 shares; 2025Q2: 1,008 shares; 2025Q3: 690 shares; 2025Q4: 703 shares; 2026Q1: 3,108 shares 3,108 $107K 0.01% +2,405 Timeline IXUS 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 820 shares; 2025Q2: 811 shares; 2025Q3: 1,107 shares; 2025Q4: 1,175 shares; 2026Q1: 1,235 shares 1,235 $107K 0.01% +60 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: 6,567 shares; 2024Q4: 1,771 shares; 2025Q1: 3,332 shares; 2025Q2: 9,432 shares; 2025Q3: 3,990 shares; 2025Q4: 3,680 shares; 2026Q1: 4,594 shares 4,594 $106K 0.01% +914 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: 61 shares; 2024Q4: 81 shares; 2025Q1: 216 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $104K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 4,195 shares; 2025Q1: 5,343 shares; 2025Q2: 5,480 shares; 2025Q3: 5,313 shares; 2025Q4: 3,566 shares; 2026Q1: 3,566 shares 3,566 $104K 0.01% 0 Timeline SUSA 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: 1,193 shares; 2024Q4: 1,196 shares; 2025Q1: 1,199 shares; 2025Q2: 871 shares; 2025Q3: 839 shares; 2025Q4: 799 shares; 2026Q1: 780 shares 780 $103K 0.01% -19 Timeline IEV 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: 1,903 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,500 shares 1,500 $102K 0.01% +300 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $101K 0.01% 0 Timeline PFM 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: 3,058 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $99.6K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 805 shares; 2025Q2: 1,326 shares; 2025Q3: 1,327 shares; 2025Q4: 1,159 shares; 2026Q1: 1,079 shares 1,079 $98.6K 0.01% -80 Timeline COWG 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: 37,103 shares; 2025Q2: 39,572 shares; 2025Q3: 35,093 shares; 2025Q4: 36,489 shares; 2026Q1: 2,919 shares 2,919 $98.5K 0.01% -33,570 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 7,475 shares; 2026Q1: 7,475 shares 7,475 $97K 0.01% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 2,063 shares; 2026Q1: 1,937 shares 1,937 $96.1K 0.01% -126 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: 892 shares; 2024Q4: 1,005 shares; 2025Q1: 527 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $96K 0.01% 0 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,282 shares 2,282 $95.8K 0.01% new Timeline IYE 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: 270 shares; 2025Q3: 954 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares 1,471 $95.3K 0.01% 0 Timeline MOO 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: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares 1,119 $94.6K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly 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: 12,498 shares; 2025Q4: 12,498 shares; 2026Q1: 12,498 shares 12,498 $94.2K 0.01% 0 Timeline PCEF 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: 7,099 shares; 2024Q4: 4,482 shares; 2025Q1: 4,577 shares; 2025Q2: 4,673 shares; 2025Q3: 4,766 shares; 2025Q4: 4,861 shares; 2026Q1: 4,958 shares 4,958 $93.3K 0.01% +97 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,339 shares; 2025Q1: 2,638 shares; 2025Q2: 2,009 shares; 2025Q3: 2,011 shares; 2025Q4: 2,517 shares; 2026Q1: 2,531 shares 2,531 $93.2K 0.01% +14 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 406 shares; 2025Q1: 506 shares; 2025Q2: 3,706 shares; 2025Q3: 2,106 shares; 2025Q4: 7,419 shares; 2026Q1: 3,709 shares 3,709 $92.4K 0.01% -3,710 Timeline XHE 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 880 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $92.4K 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: 813 shares; 2025Q4: 976 shares; 2026Q1: 1,061 shares 1,061 $90.9K 0.01% +85 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,150 shares 2,150 $90.7K 0.01% -200 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: 2,991 shares; 2025Q2: 3,423 shares; 2025Q3: 3,431 shares; 2025Q4: 3,385 shares; 2026Q1: 3,155 shares 3,155 $90.4K 0.01% -230 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: not reported; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,718 shares; 2026Q1: 1,632 shares 1,632 $89.6K 0.01% -86 Timeline PGX 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: 6,406 shares; 2024Q4: 6,625 shares; 2025Q1: 6,415 shares; 2025Q2: 6,419 shares; 2025Q3: 10,094 shares; 2025Q4: 10,049 shares; 2026Q1: 8,218 shares 8,218 $89.4K 0.01% -1,831 Timeline ESGU 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: 20,609 shares; 2024Q4: 18,049 shares; 2025Q1: 17,879 shares; 2025Q2: 17,739 shares; 2025Q3: 16,639 shares; 2025Q4: 15,889 shares; 2026Q1: 620 shares 620 $87.7K 0.01% -15,269 Timeline RXL 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: 1,120 shares; 2024Q4: 2,251 shares; 2025Q1: 1,751 shares; 2025Q2: 1,756 shares; 2025Q3: 1,899 shares; 2025Q4: 1,906 shares; 2026Q1: 1,912 shares 1,912 $87.7K 0.01% +6 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: 1,457 shares; 2024Q4: 1,457 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $87.2K 0.01% 0 Timeline DEM 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: 442 shares; 2024Q4: 442 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 547 shares; 2025Q4: 1,121 shares; 2026Q1: 1,735 shares 1,735 $86.2K 0.01% +614 Timeline IJJ 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: 623 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $85.7K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,481 shares; 2025Q1: 2,215 shares; 2025Q2: 2,168 shares; 2025Q3: 2,153 shares; 2025Q4: 2,190 shares; 2026Q1: 2,367 shares 2,367 $85.1K 0.01% +177 Timeline DVYE 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: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $84.1K 0.01% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 725 shares; 2025Q3: 1,775 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $84.1K 0.01% 0 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: 3,067 shares; 2024Q4: 2,824 shares; 2025Q1: 3,408 shares; 2025Q2: 3,423 shares; 2025Q3: 3,473 shares; 2025Q4: 3,316 shares; 2026Q1: 3,326 shares 3,326 $83.5K 0.01% +10 Timeline KAUG 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 3,112 shares; 2025Q2: 3,112 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $83.4K 0.01% 0 Timeline TSPA 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: 1,000 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 1,350 shares; 2026Q1: 2,015 shares 2,015 $82.4K 0.01% +665 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 2,924 shares; 2025Q1: 2,414 shares; 2025Q2: 1,883 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares 1,728 $81.9K 0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 6,519 shares; 2026Q1: 4,608 shares 4,608 $80.8K 0.01% -1,911 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: 407 shares; 2024Q4: 702 shares; 2025Q1: 712 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 722 shares 722 $80K 0.01% +210 Timeline BSEP 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: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares; 2026Q1: 1,660 shares 1,660 $79.8K 0.01% -185 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,212 shares 2,212 $79.8K 0.01% new Timeline SCZ 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: 819 shares; 2024Q4: 800 shares; 2025Q1: 909 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,050 shares; 2026Q1: 1,009 shares 1,009 $79.1K 0.01% -41 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: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,550 shares; 2025Q2: 1,693 shares; 2025Q3: 2,257 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares 1,837 $79.1K 0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,600 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $78.7K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares 771 $77.6K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,200 shares; 2026Q1: 1,249 shares 1,249 $77.3K 0.01% +49 Timeline FXI 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: 4,370 shares; 2024Q4: 4,378 shares; 2025Q1: 3,905 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 2,108 shares; 2026Q1: 2,138 shares 2,138 $76.7K 0.01% +30 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,854 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $76.3K 0.01% 0 Timeline ECH 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,918 shares 1,918 $76.3K 0.01% +18 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,331 shares; 2025Q4: 1,332 shares; 2026Q1: 1,514 shares 1,514 $75.9K 0.01% +182 Timeline BAB 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: 5,846 shares; 2024Q4: 4,348 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,264 shares; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares 2,803 $75.6K 0.01% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $75.3K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,668 shares; 2025Q1: 3,676 shares; 2025Q2: 3,689 shares; 2025Q3: 3,722 shares; 2025Q4: 2,166 shares; 2026Q1: 1,396 shares 1,396 $74.3K 0.01% -770 Timeline IDHQ 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,550 shares; 2026Q1: 2,100 shares 2,100 $74.3K 0.01% -450 Timeline DJUN 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 846 shares; 2026Q1: 1,579 shares 1,579 $74.3K 0.01% +733 Timeline VGLT 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: 800 shares; 2024Q4: 828 shares; 2025Q1: 844 shares; 2025Q2: 992 shares; 2025Q3: 1,130 shares; 2025Q4: 1,223 shares; 2026Q1: 1,341 shares 1,341 $74.2K 0.01% +118 Timeline IYC 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: 1,365 shares; 2024Q4: 1,256 shares; 2025Q1: 1,258 shares; 2025Q2: 1,260 shares; 2025Q3: 1,262 shares; 2025Q4: 1,253 shares; 2026Q1: 764 shares 764 $74K 0.01% -489 Timeline EEMV 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: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,142 shares 1,142 $73.9K 0.01% +26 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 122 shares; 2025Q4: 119 shares; 2026Q1: 519 shares 519 $73.8K 0.01% +400 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,555 shares; 2024Q4: 10,545 shares; 2025Q1: 10,703 shares; 2025Q2: 12,941 shares; 2025Q3: 13,153 shares; 2025Q4: 13,359 shares; 2026Q1: 12,876 shares 12,876 $73.5K 0.01% -483 Timeline MARW 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: 2,129 shares; 2026Q1: 2,129 shares 2,129 $72.6K 0.01% 0 Timeline SPAB 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: 2,989 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 2,807 shares; 2026Q1: 2,807 shares 2,807 $71.9K 0.01% 0 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: 14 shares; 2024Q4: 16 shares; 2025Q1: 652 shares; 2025Q2: 947 shares; 2025Q3: 974 shares; 2025Q4: 686 shares; 2026Q1: 746 shares 746 $71.4K 0.01% +60 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: not reported; 2025Q4: 3,107 shares; 2026Q1: 2,760 shares 2,760 $71.2K 0.01% -347 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 1,028 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577 $70.7K 0.01% 0 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407 $69.5K 0.01% new Timeline ISCV 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,000 shares 1,000 $69.5K 0.01% +200 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: 285 shares; 2025Q3: 1,003 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares 1,537 $69.4K 0.01% 0 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: 577 shares; 2024Q4: 581 shares; 2025Q1: 584 shares; 2025Q2: 588 shares; 2025Q3: 591 shares; 2025Q4: 595 shares; 2026Q1: 598 shares 598 $69.4K 0.01% +3 Timeline KJUL 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: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 39,289 shares; 2025Q2: 39,289 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $69.4K 0.01% 0 Timeline EIPI 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: 3,080 shares; 2025Q4: 3,080 shares; 2026Q1: 3,080 shares 3,080 $69.3K 0.01% 0 Timeline CLOI 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: 1,290 shares; 2026Q1: 1,290 shares 1,290 $68K <0.01% 0 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: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares 1,201 $67.7K <0.01% new Timeline GPZ 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: 745 shares; 2025Q4: 3,030 shares; 2026Q1: 3,147 shares 3,147 $67.6K <0.01% +117 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,135 shares 3,135 $67.5K <0.01% new Timeline DSEP 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,370 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares 1,523 $67K <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $66.8K <0.01% 0 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: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 1,966 shares 1,966 $66.7K <0.01% -36 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: not reported; 2024Q4: not reported; 2025Q1: 1,865 shares; 2025Q2: 1,781 shares; 2025Q3: 1,968 shares; 2025Q4: 2,571 shares; 2026Q1: 2,729 shares 2,729 $66.2K <0.01% +158 Timeline IFLR 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: 1,313 shares 1,313 $66.2K <0.01% new Timeline GTOP 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: not reported; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826 $66.1K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 103 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares 1,155 $66.1K <0.01% 0 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: 35 shares; 2025Q4: 176 shares; 2026Q1: 160 shares 160 $65.4K <0.01% -16 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: not reported; 2025Q1: 1,050 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 2,560 shares; 2026Q1: 1,995 shares 1,995 $65.2K <0.01% -565 Timeline EUFN 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,591 shares; 2025Q3: 2,076 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares 1,868 $65.1K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 568 shares; 2025Q1: 969 shares; 2025Q2: 455 shares; 2025Q3: 466 shares; 2025Q4: 473 shares; 2026Q1: 375 shares 375 $64.8K <0.01% -98 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: 695 shares; 2026Q1: 695 shares 695 $64.7K <0.01% 0 Timeline FEMB 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: 1,067 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 1,641 shares; 2026Q1: 2,225 shares 2,225 $63.9K <0.01% +584 Timeline JTEK 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: 713 shares; 2026Q1: 801 shares 801 $63.7K <0.01% +88 Timeline VCLT 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: 800 shares; 2024Q4: 824 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 851 shares 851 $63.6K <0.01% +51 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,394 shares; 2026Q1: 2,394 shares 2,394 $62.7K <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 374 shares; 2025Q1: 353 shares; 2025Q2: 111 shares; 2025Q3: 181 shares; 2025Q4: 302 shares; 2026Q1: 312 shares 312 $62.6K <0.01% +10 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: 567 shares; 2024Q4: 568 shares; 2025Q1: 569 shares; 2025Q2: 571 shares; 2025Q3: 572 shares; 2025Q4: 573 shares; 2026Q1: 574 shares 574 $62.3K <0.01% +1 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 743 shares; 2025Q4: 1,358 shares; 2026Q1: 2,224 shares 2,224 $61.9K <0.01% +866 Timeline JIG 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: 816 shares; 2025Q4: 854 shares; 2026Q1: 831 shares 831 $61.7K <0.01% -23 Timeline TGRT 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: 300 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 970 shares; 2026Q1: 1,550 shares 1,550 $60.9K <0.01% +580 Timeline FPWR 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: 1,250 shares; 2026Q1: 1,627 shares 1,627 $60.8K <0.01% +377 Timeline IYK 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: 870 shares; 2024Q4: 877 shares; 2025Q1: 889 shares; 2025Q2: 893 shares; 2025Q3: 854 shares; 2025Q4: 862 shares; 2026Q1: 866 shares 866 $60.6K <0.01% +4 Timeline QMMY 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: 1,500 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $60.6K <0.01% 0 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: 2,610 shares; 2024Q4: 2,776 shares; 2025Q1: 4,259 shares; 2025Q2: 1,015 shares; 2025Q3: 1,225 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $60.4K <0.01% 0 Timeline XISE 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $59.9K <0.01% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 2,008 shares; 2026Q1: 1,954 shares 1,954 $59.8K <0.01% -54 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 268 shares; 2026Q1: 265 shares 265 $59.5K <0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $59.1K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,034 shares; 2024Q4: 7,138 shares; 2025Q1: 3,077 shares; 2025Q2: 3,707 shares; 2025Q3: 3,616 shares; 2025Q4: 3,616 shares; 2026Q1: 3,426 shares 3,426 $58.8K <0.01% -190 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: 132 shares; 2025Q4: 738 shares; 2026Q1: 742 shares 742 $57.4K <0.01% +4 Timeline AFLG 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,304 shares; 2026Q1: 1,481 shares 1,481 $57.1K <0.01% +177 Timeline NDEC 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 2,442 shares; 2026Q1: 2,119 shares 2,119 $57.1K <0.01% -323 Timeline RSPG 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: 499 shares; 2024Q4: 502 shares; 2025Q1: 505 shares; 2025Q2: 508 shares; 2025Q3: 512 shares; 2025Q4: 515 shares; 2026Q1: 517 shares 517 $56.6K <0.01% +2 Timeline TSEP 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: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315 $55.7K <0.01% 0 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: 918 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 921 shares; 2026Q1: 922 shares 922 $55.4K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 1,029 shares 1,029 $54.9K <0.01% +961 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $54.8K <0.01% 0 Timeline FFOG 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: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 1,331 shares 1,331 $54.7K <0.01% +573 Timeline EAPR 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: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $54.1K <0.01% 0 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 1,220 shares 1,220 $53.6K <0.01% -17 Timeline TLH 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: 778 shares; 2025Q2: 369 shares; 2025Q3: 729 shares; 2025Q4: 444 shares; 2026Q1: 531 shares 531 $53.5K <0.01% +87 Timeline XJAN 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: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,589 shares; 2026Q1: 1,480 shares 1,480 $53.5K <0.01% -109 Timeline EWL 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: 900 shares; 2026Q1: 900 shares 900 $52.9K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 1,521 shares; 2025Q1: 1,557 shares; 2025Q2: 1,430 shares; 2025Q3: 1,432 shares; 2025Q4: 1,681 shares; 2026Q1: 2,103 shares 2,103 $52.8K <0.01% +422 Timeline AIVL 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 456 shares 456 $52.8K <0.01% +276 Timeline FEBZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,324 shares; 2025Q4: 1,375 shares; 2026Q1: 1,450 shares 1,450 $52.7K <0.01% +75 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: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,742 shares; 2025Q4: 1,522 shares; 2026Q1: 1,044 shares 1,044 $52.6K <0.01% -478 Timeline XIMR 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $52.5K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 510 shares; 2025Q4: 659 shares; 2026Q1: 628 shares 628 $52.5K <0.01% -31 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $51.9K <0.01% 0 Timeline DJAN 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: 8,973 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 1,201 shares 1,201 $51.1K <0.01% +1,040 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,130 shares; 2025Q1: 3,473 shares; 2025Q2: 4,221 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 431 shares 431 $51.1K <0.01% +79 Timeline DFE 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $50.2K <0.01% 0 Timeline TDIV 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 159 shares; 2025Q4: 481 shares; 2026Q1: 535 shares 535 $50.1K <0.01% +54 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,737 shares; 2024Q4: 1,711 shares; 2025Q1: 1,182 shares; 2025Q2: 748 shares; 2025Q3: 548 shares; 2025Q4: 1,058 shares; 2026Q1: 994 shares 994 $49.7K <0.01% -64 Timeline ARTY 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: 867 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 1,067 shares 1,067 $49.6K <0.01% +250 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares 491 $49.3K <0.01% new 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: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 4 shares; 2025Q4: 954 shares; 2026Q1: 584 shares 584 $49.3K <0.01% -370 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,140 shares 1,140 $49K <0.01% new Timeline BUZZ 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: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $48.9K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 50 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 1,094 shares 1,094 $48.8K <0.01% +439 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: 4,308 shares; 2024Q4: 154 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $48.3K <0.01% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 2,950 shares; 2025Q2: 1,500 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,505 shares 1,505 $48.2K <0.01% -150 Timeline GRPM 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: 686 shares; 2024Q4: 687 shares; 2025Q1: 688 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 401 shares 401 $47.4K <0.01% +76 Timeline MARZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,381 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares 1,426 $47K <0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $46.7K <0.01% 0 Timeline IYT 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: 1,016 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $45.4K <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: 185 shares; 2024Q4: 257 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 180 shares; 2025Q4: 195 shares; 2026Q1: 125 shares 125 $44.6K <0.01% -70 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 307 shares; 2025Q4: 287 shares; 2026Q1: 244 shares 244 $44.4K <0.01% -43 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 737 shares; 2025Q1: 810 shares; 2025Q2: 794 shares; 2025Q3: 752 shares; 2025Q4: 671 shares; 2026Q1: 622 shares 622 $44.1K <0.01% -49 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: 3,927 shares; 2024Q4: 3,867 shares; 2025Q1: 3,858 shares; 2025Q2: 3,863 shares; 2025Q3: 4,033 shares; 2025Q4: 3,220 shares; 2026Q1: 2,047 shares 2,047 $44K <0.01% -1,173 Timeline FLCH 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: 1,091 shares; 2026Q1: 1,922 shares 1,922 $43K <0.01% +831 Timeline TEQI 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $42.8K <0.01% 0 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $42.6K <0.01% 0 Timeline IYM 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: 82 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $42.6K <0.01% 0 Timeline BTCI 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: 793 shares; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,293 shares 1,293 $42.4K <0.01% +149 Timeline VONV 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: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 789 shares; 2026Q1: 452 shares 452 $42.4K <0.01% -337 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 772 shares; 2025Q4: 1,023 shares; 2026Q1: 774 shares 774 $42.2K <0.01% -249 Timeline XHS 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $42.1K <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: 3,098 shares; 2024Q4: 899 shares; 2025Q1: 3,132 shares; 2025Q2: 3,111 shares; 2025Q3: 699 shares; 2025Q4: 1,000 shares; 2026Q1: 2,036 shares 2,036 $41.5K <0.01% +1,036 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 332 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $41.5K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 752 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 545 shares 545 $40.5K <0.01% -309 Timeline FTXR 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: 2,044 shares; 2024Q4: 1,940 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,060 shares 1,060 $40.4K <0.01% -30 Timeline MDYG 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: 199 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $40.1K <0.01% 0 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares 3,625 $39.9K <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: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $39.9K <0.01% 0 Timeline BBHY 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: 1,820 shares; 2025Q2: 1,020 shares; 2025Q3: 1,366 shares; 2025Q4: 1,394 shares; 2026Q1: 867 shares 867 $39.7K <0.01% -527 Timeline VTWO 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: 392 shares; 2024Q4: 384 shares; 2025Q1: 561 shares; 2025Q2: 383 shares; 2025Q3: 396 shares; 2025Q4: 446 shares; 2026Q1: 396 shares 396 $39.7K <0.01% -50 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 576 shares; 2025Q1: 212 shares; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 842 shares; 2026Q1: 440 shares 440 $39.3K <0.01% -402 Timeline BJUL 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 870 shares; 2026Q1: 790 shares 790 $39.3K <0.01% -80 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 289 shares; 2025Q1: 336 shares; 2025Q2: 500 shares; 2025Q3: 652 shares; 2025Q4: 750 shares; 2026Q1: 676 shares 676 $38.5K <0.01% -74 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 305 shares; 2026Q1: 350 shares 350 $38.4K <0.01% +45 Timeline TFI 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: 2,962 shares; 2024Q4: 2,962 shares; 2025Q1: 3,640 shares; 2025Q2: 2,496 shares; 2025Q3: 2,506 shares; 2025Q4: 689 shares; 2026Q1: 840 shares 840 $38.1K <0.01% +151 Timeline FXO 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: 891 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 752 shares; 2025Q4: 702 shares; 2026Q1: 677 shares 677 $38.1K <0.01% -25 Timeline VRIG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,511 shares 1,511 $37.8K <0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $37.8K <0.01% 0 Timeline KNOV 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: 1,310 shares; 2026Q1: 1,310 shares 1,310 $37.6K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 355 shares; 2026Q1: 306 shares 306 $37K <0.01% -49 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 929 shares 929 $36.6K <0.01% +861 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: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $36K <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: 14 shares; 2025Q4: 884 shares; 2026Q1: 1,046 shares 1,046 $35.6K <0.01% +162 Timeline FAPR 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 762 shares; 2026Q1: 792 shares 792 $35.6K <0.01% +30 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares 899 $35K <0.01% new Timeline XAPR 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: 1,026 shares; 2026Q1: 941 shares 941 $34.7K <0.01% -85 Timeline INOV 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: 993 shares; 2026Q1: 993 shares 993 $34.4K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $33.4K <0.01% 0 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $33.4K <0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 289 shares; 2025Q2: 290 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 228 shares 228 $33K <0.01% +1 Timeline EJUL 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: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares 1,098 $32.8K <0.01% 0 Timeline KOMP 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: 571 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $32.7K <0.01% 0 Timeline BUG 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: 327 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 $32.6K <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: 141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,735 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares 1,315 $32.6K <0.01% 0 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: 731 shares; 2024Q4: 731 shares; 2025Q1: 1,266 shares; 2025Q2: 1,270 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,306 shares 1,306 $32.6K <0.01% +67 Timeline XMAR 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: 1,339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 782 shares 782 $31.7K <0.01% -77 Timeline PXI 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $31.6K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 1,235 shares; 2025Q3: 1,238 shares; 2025Q4: 1,115 shares; 2026Q1: 1,080 shares 1,080 $31.5K <0.01% -35 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $31.5K <0.01% 0 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: 310 shares; 2024Q4: 285 shares; 2025Q1: 382 shares; 2025Q2: 384 shares; 2025Q3: 398 shares; 2025Q4: 401 shares; 2026Q1: 299 shares 299 $30.9K <0.01% -102 Timeline FOWF 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: not reported; 2025Q4: 85 shares; 2026Q1: 955 shares 955 $30.9K <0.01% +870 Timeline ILF 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: 4,097 shares; 2024Q4: 3,139 shares; 2025Q1: 1,506 shares; 2025Q2: 954 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares 868 $30.8K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 257 shares; 2026Q1: 250 shares 250 $30.2K <0.01% -7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $30K <0.01% 0 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629 $30K <0.01% 0 Timeline IJAN 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: 825 shares 825 $29.9K <0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 310 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $29.9K <0.01% 0 Timeline TAFL 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: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $29.9K <0.01% 0 Timeline KBE 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: 460 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $29.8K <0.01% 0 Timeline HEDJ 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: 738 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $29.7K <0.01% 0 Timeline XAUG 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: 800 shares 800 $29.7K <0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $29.5K <0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 815 shares 815 $29K <0.01% new Timeline BNDW 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $28.7K <0.01% 0 Timeline GAPR 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: 7,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 703 shares 703 $28.4K <0.01% -147 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $28.1K <0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $28K <0.01% 0 Timeline TECB 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: 509 shares; 2025Q2: 509 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $27.7K <0.01% 0 Timeline DON 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $27.6K <0.01% 0 Timeline LGVN LONGEVERON INC More: the full row for LONGEVERON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,525 shares; 2024Q4: 26,525 shares; 2025Q1: 26,525 shares; 2025Q2: 26,525 shares; 2025Q3: 26,525 shares; 2025Q4: 26,525 shares; 2026Q1: 26,525 shares 26,525 $27.6K <0.01% 0 Timeline FBCG 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 550 shares 550 $27.6K <0.01% +200 Timeline OAKG HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 1,135 shares 1,135 $27.5K <0.01% new Timeline NVBW 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: 820 shares 820 $27.3K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 483 shares 483 $27.3K <0.01% +349 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: 231 shares; 2024Q4: 231 shares; 2025Q1: 465 shares; 2025Q2: 344 shares; 2025Q3: 455 shares; 2025Q4: 424 shares; 2026Q1: 318 shares 318 $26.7K <0.01% -106 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 334 shares; 2025Q2: 530 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 533 shares 533 $26.5K <0.01% +1 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $26.3K <0.01% 0 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $26.3K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $26.2K <0.01% 0 Timeline FEZ 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares 421 $26.1K <0.01% 0 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares 954 $26.1K <0.01% new Timeline GLIN 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: 18 shares; 2024Q4: 19 shares; 2025Q1: 619 shares; 2025Q2: 801 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 631 shares 631 $25.6K <0.01% -50 Timeline FTKI 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: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,317 shares 1,317 $25.5K <0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 231 shares; 2025Q2: 185 shares; 2025Q3: 175 shares; 2025Q4: 190 shares; 2026Q1: 174 shares 174 $25.4K <0.01% -16 Timeline XSEP 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: 597 shares 597 $25K <0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $24.8K <0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $24.7K <0.01% 0 Timeline MOTI 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: 366 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 850 shares; 2026Q1: 720 shares 720 $24.6K <0.01% -130 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: 476 shares; 2024Q4: 476 shares; 2025Q1: 446 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares 574 $24K <0.01% 0 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares 910 $24K <0.01% new Timeline YSEP 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: 1,022 shares; 2026Q1: 910 shares 910 $23.8K <0.01% -112 Timeline RWR 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: 342 shares; 2024Q4: 341 shares; 2025Q1: 229 shares; 2025Q2: 231 shares; 2025Q3: 232 shares; 2025Q4: 235 shares; 2026Q1: 236 shares 236 $23.8K <0.01% +1 Timeline PUI 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: 488 shares; 2024Q4: 490 shares; 2025Q1: 493 shares; 2025Q2: 496 shares; 2025Q3: 498 shares; 2025Q4: 501 shares; 2026Q1: 504 shares 504 $23.7K <0.01% +3 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: 844 shares 844 $23.1K <0.01% new Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $23.1K <0.01% 0 COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 2,279 shares; 2026Q1: 301 shares 301 $23K <0.01% -1,978 Timeline QCOC 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: 1,040 shares; 2026Q1: 1,040 shares 1,040 $22.9K <0.01% 0 Timeline FIDU 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $22.7K <0.01% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 711 shares 711 $21.9K <0.01% -142 Timeline IMTB 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $21.9K <0.01% 0 Timeline IWC 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: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 136 shares 136 $21.7K <0.01% -25 Timeline PXE 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: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $21.2K <0.01% 0 Timeline IAT 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: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 394 shares 394 $21.2K <0.01% -36 Timeline PMBS 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: 420 shares; 2026Q1: 420 shares 420 $20.8K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 318 shares; 2026Q1: 302 shares 302 $20.8K <0.01% -16 Timeline NLSI 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: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 442 shares 442 $20.1K <0.01% +402 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: 100 shares; 2026Q1: 400 shares 400 $19.9K <0.01% +300 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 1,030 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $19.8K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 359 shares 359 $19.7K <0.01% -62 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: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 600 shares 600 $19.5K <0.01% -175 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: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: not reported; 2025Q4: 568 shares; 2026Q1: 500 shares 500 $19.3K <0.01% -68 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $19.2K <0.01% 0 Timeline HYBB 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: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $19.1K <0.01% 0 Timeline ICOP 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: 400 shares 400 $19K <0.01% new Timeline IXN 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: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $18.9K <0.01% 0 Timeline SHM 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: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,159 shares; 2025Q4: 1,160 shares; 2026Q1: 395 shares 395 $18.9K <0.01% -765 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: 717 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $18.7K <0.01% 0 Timeline KAPR 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: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $18.6K <0.01% 0 Timeline IJT 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: 220 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 535 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 126 shares 126 $18.2K <0.01% -94 Timeline BBCA 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: 308 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 189 shares; 2026Q1: 188 shares 188 $17.7K <0.01% -1 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,465 shares; 2025Q1: 3,245 shares; 2025Q2: 3,245 shares; 2025Q3: 3,105 shares; 2025Q4: 3,035 shares; 2026Q1: 935 shares 935 $17.5K <0.01% -2,100 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: 133 shares; 2024Q4: 135 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 135 shares 135 $17.3K <0.01% -94 Timeline QUS 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $16.8K <0.01% 0 Timeline XITK 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $16.6K <0.01% 0 Timeline ILDR 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: 606 shares; 2026Q1: 554 shares 554 $16.5K <0.01% -52 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: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $16.3K <0.01% 0 Timeline PSCD 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $16.2K <0.01% 0 Timeline DFII 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: 1,215 shares 1,215 $16.2K <0.01% new Timeline FXG 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: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $16.1K <0.01% 0 Timeline