NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,021 shares; 2025Q1: 108,896 shares; 2025Q2: 112,830 shares; 2025Q3: 109,739 shares; 2025Q4: 109,407 shares; 2026Q1: 109,545 shares 109,545 $19.4M 4.21% +138 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,781 shares; 2025Q1: 243,096 shares; 2025Q2: 243,127 shares; 2025Q3: 243,112 shares; 2025Q4: 242,340 shares; 2026Q1: 243,954 shares 243,954 $18.7M 4.05% +1,614 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,600 shares; 2025Q1: 86,545 shares; 2025Q2: 85,798 shares; 2025Q3: 85,777 shares; 2025Q4: 85,014 shares; 2026Q1: 87,179 shares 87,179 $17.3M 3.76% +2,165 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: restricted; 2024Q4: 235,027 shares; 2025Q1: 232,610 shares; 2025Q2: 298,481 shares; 2025Q3: 338,865 shares; 2025Q4: 281,038 shares; 2026Q1: 303,924 shares 303,924 $15.4M 3.32% +22,886 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,103 shares; 2025Q1: 54,276 shares; 2025Q2: 57,286 shares; 2025Q3: 54,941 shares; 2025Q4: 52,776 shares; 2026Q1: 53,890 shares 53,890 $13.8M 2.99% +1,114 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,620 shares; 2025Q1: 193,327 shares; 2025Q2: 195,521 shares; 2025Q3: 190,773 shares; 2025Q4: 248,052 shares; 2026Q1: 236,931 shares 236,931 $11.9M 2.58% -11,121 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,690 shares; 2025Q1: 29,152 shares; 2025Q2: 30,221 shares; 2025Q3: 30,476 shares; 2025Q4: 29,970 shares; 2026Q1: 30,130 shares 30,130 $11.3M 2.44% +160 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,026 shares; 2025Q1: 87,552 shares; 2025Q2: 117,994 shares; 2025Q3: 99,768 shares; 2025Q4: 87,651 shares; 2026Q1: 89,943 shares 89,943 $9.03M 1.96% +2,292 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,692 shares; 2025Q1: 35,468 shares; 2025Q2: 32,244 shares; 2025Q3: 32,521 shares; 2025Q4: 30,559 shares; 2026Q1: 29,767 shares 29,767 $8.77M 1.9% -792 Timeline GBIL 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: restricted; 2024Q4: 83,138 shares; 2025Q1: 105,692 shares; 2025Q2: 116,622 shares; 2025Q3: 87,423 shares; 2025Q4: 85,149 shares; 2026Q1: 81,564 shares 81,564 $8.15M 1.76% -3,585 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,046 shares; 2025Q1: 43,985 shares; 2025Q2: 36,244 shares; 2025Q3: 36,331 shares; 2025Q4: 36,431 shares; 2026Q1: 36,566 shares 36,566 $7.67M 1.66% +135 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: restricted; 2024Q4: 178,674 shares; 2025Q1: 171,128 shares; 2025Q2: 159,273 shares; 2025Q3: 148,971 shares; 2025Q4: 119,178 shares; 2026Q1: 123,414 shares 123,414 $6.26M 1.36% +4,236 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,816 shares; 2025Q1: 9,223 shares; 2025Q2: 8,531 shares; 2025Q3: 8,354 shares; 2025Q4: 8,533 shares; 2026Q1: 8,646 shares 8,646 $5.67M 1.23% +113 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,304 shares; 2025Q1: 23,564 shares; 2025Q2: 18,159 shares; 2025Q3: 18,241 shares; 2025Q4: 17,995 shares; 2026Q1: 17,668 shares 17,668 $5.56M 1.2% -327 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,516 shares; 2025Q1: 11,520 shares; 2025Q2: 17,607 shares; 2025Q3: 17,845 shares; 2025Q4: 18,013 shares; 2026Q1: 18,529 shares 18,529 $5.46M 1.18% +516 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: restricted; 2024Q4: 13,950 shares; 2025Q1: 14,260 shares; 2025Q2: 12,563 shares; 2025Q3: 12,864 shares; 2025Q4: 13,318 shares; 2026Q1: 13,408 shares 13,408 $5.26M 1.14% +90 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,049 shares; 2025Q1: 9,664 shares; 2025Q2: 8,709 shares; 2025Q3: 8,755 shares; 2025Q4: 8,861 shares; 2026Q1: 8,903 shares 8,903 $5.11M 1.11% +42 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,862 shares; 2025Q1: 5,828 shares; 2025Q2: 7,740 shares; 2025Q3: 7,645 shares; 2025Q4: 8,246 shares; 2026Q1: 8,435 shares 8,435 $4.93M 1.07% +189 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,851 shares; 2025Q1: 30,238 shares; 2025Q2: 31,404 shares; 2025Q3: 30,811 shares; 2025Q4: 30,993 shares; 2026Q1: 30,818 shares 30,818 $4.58M 0.99% -175 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,897 shares; 2025Q1: 38,068 shares; 2025Q2: 35,064 shares; 2025Q3: 35,815 shares; 2025Q4: 36,073 shares; 2026Q1: 36,361 shares 36,361 $4.57M 0.99% +288 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,775 shares; 2025Q1: 11,194 shares; 2025Q2: 14,458 shares; 2025Q3: 15,040 shares; 2025Q4: 15,426 shares; 2026Q1: 17,878 shares 17,878 $4.44M 0.96% +2,452 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,243 shares; 2025Q3: 16,504 shares; 2025Q4: 16,181 shares; 2026Q1: 15,701 shares 15,701 $4.1M 0.89% -480 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,695 shares; 2025Q1: 22,816 shares; 2025Q2: 22,918 shares; 2025Q3: 23,938 shares; 2025Q4: 24,143 shares; 2026Q1: 24,854 shares 24,854 $4.06M 0.88% +711 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: restricted; 2024Q4: 105,529 shares; 2025Q1: 105,529 shares; 2025Q2: 99,861 shares; 2025Q3: 99,029 shares; 2025Q4: 98,958 shares; 2026Q1: 95,869 shares 95,869 $3.86M 0.84% -3,089 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,533 shares; 2025Q1: 73,761 shares; 2025Q2: 96,186 shares; 2025Q3: 100,369 shares; 2025Q4: 99,051 shares; 2026Q1: 99,013 shares 99,013 $3.75M 0.81% -38 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,578 shares; 2025Q2: 3,349 shares; 2025Q3: 3,520 shares; 2025Q4: 3,624 shares; 2026Q1: 3,670 shares 3,670 $3.72M 0.81% +46 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,330 shares; 2025Q1: 7,467 shares; 2025Q2: 9,243 shares; 2025Q3: 9,358 shares; 2025Q4: 9,612 shares; 2026Q1: 9,820 shares 9,820 $3.55M 0.77% +208 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,385 shares; 2025Q1: 50,922 shares; 2025Q2: 51,822 shares; 2025Q3: 51,638 shares; 2025Q4: 54,197 shares; 2026Q1: 68,100 shares 68,100 $3.54M 0.77% +13,903 Timeline PDEC 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: restricted; 2024Q4: 91,860 shares; 2025Q1: 91,815 shares; 2025Q2: 87,192 shares; 2025Q3: 86,973 shares; 2025Q4: 83,898 shares; 2026Q1: 82,719 shares 82,719 $3.53M 0.76% -1,179 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,505 shares; 2025Q1: 12,711 shares; 2025Q2: 11,756 shares; 2025Q3: 10,750 shares; 2025Q4: 11,033 shares; 2026Q1: 11,216 shares 11,216 $3.37M 0.73% +183 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,544 shares; 2025Q1: 26,264 shares; 2025Q2: 23,561 shares; 2025Q3: 25,336 shares; 2025Q4: 54,070 shares; 2026Q1: 56,843 shares 56,843 $3.37M 0.73% +2,773 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,594 shares; 2025Q1: not reported; 2025Q2: 25,125 shares; 2025Q3: 26,325 shares; 2025Q4: 26,693 shares; 2026Q1: 27,829 shares 27,829 $3.36M 0.73% +1,136 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: restricted; 2024Q4: 88,275 shares; 2025Q1: 88,275 shares; 2025Q2: 85,650 shares; 2025Q3: 85,650 shares; 2025Q4: 82,427 shares; 2026Q1: 82,427 shares 82,427 $3.29M 0.71% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,113 shares; 2025Q1: 13,494 shares; 2025Q2: 11,919 shares; 2025Q3: 11,570 shares; 2025Q4: 10,952 shares; 2026Q1: 10,968 shares 10,968 $3.24M 0.7% +16 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: restricted; 2024Q4: 7,983 shares; 2025Q1: 7,999 shares; 2025Q2: 7,736 shares; 2025Q3: 7,873 shares; 2025Q4: 36,216 shares; 2026Q1: 36,652 shares 36,652 $3.24M 0.7% +436 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,925 shares; 2025Q3: 56,110 shares; 2025Q4: 56,237 shares; 2026Q1: 62,050 shares 62,050 $3.2M 0.69% +5,813 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,673 shares; 2025Q1: 25,336 shares; 2025Q2: 29,782 shares; 2025Q3: 42,618 shares; 2025Q4: 81,012 shares; 2026Q1: 63,545 shares 63,545 $3.18M 0.69% -17,467 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,893 shares; 2025Q1: 5,777 shares; 2025Q2: 8,708 shares; 2025Q3: 8,899 shares; 2025Q4: 8,983 shares; 2026Q1: 9,092 shares 9,092 $3.16M 0.68% +109 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,426 shares; 2025Q1: 69,514 shares; 2025Q2: 50,447 shares; 2025Q3: 50,433 shares; 2025Q4: 48,489 shares; 2026Q1: 50,204 shares 50,204 $3M 0.65% +1,715 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: restricted; 2024Q4: 45,099 shares; 2025Q1: 33,861 shares; 2025Q2: 85,622 shares; 2025Q3: 88,132 shares; 2025Q4: 91,781 shares; 2026Q1: 94,077 shares 94,077 $2.97M 0.64% +2,296 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,725 shares; 2025Q1: 4,089 shares; 2025Q2: 3,820 shares; 2025Q3: 3,358 shares; 2025Q4: 7,950 shares; 2026Q1: 8,076 shares 8,076 $2.91M 0.63% +126 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,975 shares; 2025Q1: 3,760 shares; 2025Q2: 2,542 shares; 2025Q3: 3,355 shares; 2025Q4: 3,195 shares; 2026Q1: 3,036 shares 3,036 $2.84M 0.61% -159 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,474 shares; 2025Q1: 11,714 shares; 2025Q2: 12,943 shares; 2025Q3: 12,990 shares; 2025Q4: 13,262 shares; 2026Q1: 13,151 shares 13,151 $2.78M 0.6% -111 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,652 shares; 2025Q1: 7,983 shares; 2025Q2: 44,559 shares; 2025Q3: 45,875 shares; 2025Q4: 45,931 shares; 2026Q1: 46,363 shares 46,363 $2.76M 0.6% +432 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,425 shares; 2025Q1: 2,687 shares; 2025Q2: 2,719 shares; 2025Q3: 2,766 shares; 2025Q4: 27,771 shares; 2026Q1: 27,781 shares 27,781 $2.74M 0.59% +10 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,365 shares; 2025Q1: 10,400 shares; 2025Q2: 13,343 shares; 2025Q3: 22,069 shares; 2025Q4: 56,887 shares; 2026Q1: 54,922 shares 54,922 $2.73M 0.59% -1,965 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,079 shares; 2025Q3: 99,749 shares; 2025Q4: 102,964 shares; 2026Q1: 100,877 shares 100,877 $2.68M 0.58% -2,087 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,896 shares; 2025Q1: 17,453 shares; 2025Q2: 16,836 shares; 2025Q3: 16,863 shares; 2025Q4: 16,431 shares; 2026Q1: 16,426 shares 16,426 $2.64M 0.57% -5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 2,951 shares; 2025Q4: 3,022 shares; 2026Q1: 3,038 shares 3,038 $2.62M 0.57% +16 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,894 shares; 2025Q1: 7,826 shares; 2025Q2: 7,466 shares; 2025Q3: 7,774 shares; 2025Q4: 7,965 shares; 2026Q1: 8,112 shares 8,112 $2.61M 0.56% +147 Timeline JPIE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,039 shares; 2026Q1: 56,429 shares 56,429 $2.59M 0.56% +6,390 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 5,698 shares 5,698 $2.55M 0.55% +62 Timeline CLIP 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: restricted; 2024Q4: 9,277 shares; 2025Q1: 14,883 shares; 2025Q2: 19,581 shares; 2025Q3: 21,961 shares; 2025Q4: 23,290 shares; 2026Q1: 24,998 shares 24,998 $2.5M 0.54% +1,708 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: restricted; 2024Q4: 41,480 shares; 2025Q1: 41,480 shares; 2025Q2: 41,480 shares; 2025Q3: 41,480 shares; 2025Q4: 74,803 shares; 2026Q1: 74,803 shares 74,803 $2.5M 0.54% 0 Timeline FRTY 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: restricted; 2024Q4: 162,089 shares; 2025Q1: 139,720 shares; 2025Q2: 117,173 shares; 2025Q3: 119,899 shares; 2025Q4: 123,146 shares; 2026Q1: 126,008 shares 126,008 $2.48M 0.54% +2,862 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,150 shares; 2025Q1: 56,004 shares; 2025Q2: 58,350 shares; 2025Q3: 58,151 shares; 2025Q4: 54,813 shares; 2026Q1: 58,599 shares 58,599 $2.42M 0.52% +3,786 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,749 shares; 2025Q1: 8,310 shares; 2025Q2: 7,787 shares; 2025Q3: 8,209 shares; 2025Q4: 9,335 shares; 2026Q1: 9,639 shares 9,639 $2.27M 0.49% +304 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: restricted; 2024Q4: 44,494 shares; 2025Q1: 41,044 shares; 2025Q2: 42,493 shares; 2025Q3: 42,745 shares; 2025Q4: 44,131 shares; 2026Q1: 44,387 shares 44,387 $2.25M 0.49% +256 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 792 shares; 2025Q1: 3,787 shares; 2025Q2: 3,921 shares; 2025Q3: 4,479 shares; 2025Q4: 4,669 shares; 2026Q1: 5,458 shares 5,458 $2.18M 0.47% +789 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,427 shares; 2025Q1: 2,882 shares; 2025Q2: 2,859 shares; 2025Q3: 2,959 shares; 2025Q4: 3,051 shares; 2026Q1: 3,067 shares 3,067 $2.15M 0.47% +16 Timeline IWV 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: restricted; 2024Q4: 13,433 shares; 2025Q1: 11,142 shares; 2025Q2: 7,773 shares; 2025Q3: 8,019 shares; 2025Q4: 5,470 shares; 2026Q1: 5,719 shares 5,719 $2.14M 0.46% +249 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,840 shares; 2025Q1: 3,825 shares; 2025Q2: 18,059 shares; 2025Q3: 18,348 shares; 2025Q4: 19,106 shares; 2026Q1: 14,209 shares 14,209 $2.11M 0.46% -4,897 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,939 shares; 2025Q1: 12,704 shares; 2025Q2: 10,330 shares; 2025Q3: 10,707 shares; 2025Q4: 10,989 shares; 2026Q1: 11,246 shares 11,246 $2.08M 0.45% +257 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,927 shares; 2025Q1: 9,928 shares; 2025Q2: 8,982 shares; 2025Q3: 10,035 shares; 2025Q4: 10,306 shares; 2026Q1: 10,295 shares 10,295 $2.06M 0.45% -11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 3,320 shares; 2025Q4: 25,153 shares; 2026Q1: 25,023 shares 25,023 $2.06M 0.45% -130 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,215 shares; 2026Q1: 2,284 shares 2,284 $2.05M 0.44% +69 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,675 shares; 2026Q1: 6,880 shares 6,880 $2.02M 0.44% +205 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,477 shares; 2025Q1: 7,776 shares; 2025Q2: 7,329 shares; 2025Q3: 7,892 shares; 2025Q4: 8,261 shares; 2026Q1: 8,447 shares 8,447 $1.94M 0.42% +186 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares; 2026Q1: 5,186 shares 5,186 $1.9M 0.41% +4,269 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: restricted; 2024Q4: 1,983 shares; 2025Q1: 1,768 shares; 2025Q2: 2,739 shares; 2025Q3: 2,829 shares; 2025Q4: 14,916 shares; 2026Q1: 18,586 shares 18,586 $1.9M 0.41% +3,670 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: restricted; 2024Q4: 45,022 shares; 2025Q1: 44,727 shares; 2025Q2: 45,035 shares; 2025Q3: 44,927 shares; 2025Q4: 44,927 shares; 2026Q1: 44,927 shares 44,927 $1.88M 0.41% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,271 shares; 2025Q3: 11,631 shares; 2025Q4: 13,321 shares; 2026Q1: 12,789 shares 12,789 $1.87M 0.41% -532 Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,684 shares; 2026Q1: 37,420 shares 37,420 $1.86M 0.4% +30,736 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,860 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares; 2025Q3: 8,861 shares; 2025Q4: 8,862 shares; 2026Q1: 8,863 shares 8,863 $1.83M 0.4% +1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,329 shares; 2025Q1: 3,198 shares; 2025Q2: 3,545 shares; 2025Q3: 3,591 shares; 2025Q4: 3,667 shares; 2026Q1: 3,701 shares 3,701 $1.82M 0.39% +34 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: restricted; 2024Q4: 51,903 shares; 2025Q1: 51,903 shares; 2025Q2: 51,903 shares; 2025Q3: 51,454 shares; 2025Q4: 48,821 shares; 2026Q1: 48,821 shares 48,821 $1.8M 0.39% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,592 shares; 2025Q1: 27,244 shares; 2025Q2: 27,421 shares; 2025Q3: 27,804 shares; 2025Q4: 27,837 shares; 2026Q1: 28,432 shares 28,432 $1.77M 0.38% +595 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares; 2026Q1: 6,797 shares 6,797 $1.75M 0.38% +98 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,329 shares; 2025Q4: 57,822 shares; 2026Q1: 60,906 shares 60,906 $1.75M 0.38% +3,084 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,388 shares; 2025Q4: 4,435 shares; 2026Q1: 4,450 shares 4,450 $1.72M 0.37% +15 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,119 shares; 2026Q1: 7,740 shares 7,740 $1.72M 0.37% +621 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,330 shares; 2025Q1: 7,367 shares; 2025Q2: 12,159 shares; 2025Q3: 12,500 shares; 2025Q4: 13,059 shares; 2026Q1: 13,493 shares 13,493 $1.71M 0.37% +434 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,007 shares; 2025Q1: 4,047 shares; 2025Q2: 3,685 shares; 2025Q3: 3,694 shares; 2025Q4: 3,533 shares; 2026Q1: 3,539 shares 3,539 $1.69M 0.37% +6 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,380 shares; 2025Q1: 6,511 shares; 2025Q2: 6,810 shares; 2025Q3: 6,995 shares; 2025Q4: 7,278 shares; 2026Q1: 7,298 shares 7,298 $1.69M 0.37% +20 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,005 shares; 2025Q3: 6,146 shares; 2025Q4: 6,456 shares; 2026Q1: 5,867 shares 5,867 $1.6M 0.35% -589 Timeline IYF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,808 shares; 2025Q3: 11,226 shares; 2025Q4: 12,506 shares; 2026Q1: 13,370 shares 13,370 $1.58M 0.34% +864 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,067 shares; 2025Q1: 5,622 shares; 2025Q2: 5,061 shares; 2025Q3: 5,159 shares; 2025Q4: 5,461 shares; 2026Q1: 5,783 shares 5,783 $1.56M 0.34% +322 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,118 shares; 2025Q1: 8,939 shares; 2025Q2: 8,134 shares; 2025Q3: 8,451 shares; 2025Q4: 8,966 shares; 2026Q1: 9,421 shares 9,421 $1.54M 0.33% +455 Timeline UJUN 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: restricted; 2024Q4: 43,251 shares; 2025Q1: 43,251 shares; 2025Q2: 43,251 shares; 2025Q3: 43,251 shares; 2025Q4: 40,094 shares; 2026Q1: 40,094 shares 40,094 $1.5M 0.32% 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: restricted; 2024Q4: 36,518 shares; 2025Q1: 36,518 shares; 2025Q2: 33,281 shares; 2025Q3: 33,281 shares; 2025Q4: 33,101 shares; 2026Q1: 33,057 shares 33,057 $1.48M 0.32% -44 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: restricted; 2024Q4: 33,002 shares; 2025Q1: 32,563 shares; 2025Q2: 32,563 shares; 2025Q3: 31,949 shares; 2025Q4: 31,712 shares; 2026Q1: 31,712 shares 31,712 $1.47M 0.32% 0 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: restricted; 2024Q4: 45,086 shares; 2025Q1: 44,469 shares; 2025Q2: 42,320 shares; 2025Q3: 39,611 shares; 2025Q4: 39,611 shares; 2026Q1: 37,320 shares 37,320 $1.46M 0.32% -2,291 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,507 shares; 2026Q1: 54,147 shares 54,147 $1.43M 0.31% +640 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,775 shares; 2025Q1: 3,734 shares; 2025Q2: 3,315 shares; 2025Q3: 3,142 shares; 2025Q4: 5,789 shares; 2026Q1: 6,531 shares 6,531 $1.42M 0.31% +742 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,885 shares; 2025Q3: 5,731 shares; 2025Q4: 6,632 shares; 2026Q1: 6,961 shares 6,961 $1.4M 0.3% +329 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: restricted; 2024Q4: 69,555 shares; 2025Q1: 69,311 shares; 2025Q2: 34,579 shares; 2025Q3: 34,579 shares; 2025Q4: 34,579 shares; 2026Q1: 34,579 shares 34,579 $1.38M 0.3% 0 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: restricted; 2024Q4: 39,178 shares; 2025Q1: 39,178 shares; 2025Q2: 36,310 shares; 2025Q3: 36,135 shares; 2025Q4: 32,452 shares; 2026Q1: 32,452 shares 32,452 $1.33M 0.29% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,520 shares; 2025Q1: 64,431 shares; 2025Q2: 20,428 shares; 2025Q3: 20,610 shares; 2025Q4: 19,770 shares; 2026Q1: 26,120 shares 26,120 $1.32M 0.29% +6,350 Timeline AUGW 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: restricted; 2024Q4: 31,465 shares; 2025Q1: 31,465 shares; 2025Q2: 31,465 shares; 2025Q3: 43,132 shares; 2025Q4: 40,759 shares; 2026Q1: 40,667 shares 40,667 $1.32M 0.28% -92 Timeline ATFV 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: restricted; 2024Q4: 60,979 shares; 2025Q1: 51,575 shares; 2025Q2: 34,919 shares; 2025Q3: 36,851 shares; 2025Q4: 39,811 shares; 2026Q1: 40,532 shares 40,532 $1.29M 0.28% +721 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,160 shares 30,160 $1.29M 0.28% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,567 shares; 2025Q1: 61,883 shares; 2025Q2: 18,091 shares; 2025Q3: 26,490 shares; 2025Q4: not reported; 2026Q1: 25,570 shares 25,570 $1.29M 0.28% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,886 shares 23,886 $1.24M 0.27% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,833 shares; 2025Q1: 14,848 shares; 2025Q2: 14,873 shares; 2025Q3: 14,866 shares; 2025Q4: 14,926 shares; 2026Q1: 15,311 shares 15,311 $1.23M 0.27% +385 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,760 shares; 2025Q3: 3,958 shares; 2025Q4: 4,248 shares; 2026Q1: 4,294 shares 4,294 $1.2M 0.26% +46 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: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,353 shares; 2025Q4: 1,356 shares; 2026Q1: 1,357 shares 1,357 $1.2M 0.26% +1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,285 shares; 2025Q2: 1,641 shares; 2025Q3: 1,735 shares; 2025Q4: 1,866 shares; 2026Q1: 1,919 shares 1,919 $1.19M 0.26% +53 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,535 shares; 2025Q1: 28,212 shares; 2025Q2: 28,212 shares; 2025Q3: 28,212 shares; 2025Q4: 32,808 shares; 2026Q1: 32,514 shares 32,514 $1.19M 0.26% -294 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: restricted; 2024Q4: 28,764 shares; 2025Q1: 29,373 shares; 2025Q2: 29,048 shares; 2025Q3: 29,048 shares; 2025Q4: 18,933 shares; 2026Q1: 34,536 shares 34,536 $1.18M 0.26% +15,603 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,312 shares; 2025Q1: 28,312 shares; 2025Q2: 27,371 shares; 2025Q3: 27,371 shares; 2025Q4: 27,445 shares; 2026Q1: 27,134 shares 27,134 $1.17M 0.25% -311 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: restricted; 2024Q4: 26,220 shares; 2025Q1: 26,220 shares; 2025Q2: 26,220 shares; 2025Q3: 25,694 shares; 2025Q4: 25,103 shares; 2026Q1: 25,103 shares 25,103 $1.16M 0.25% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,334 shares 12,334 $1.13M 0.24% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,786 shares; 2025Q1: 23,020 shares; 2025Q2: 21,228 shares; 2025Q3: 22,033 shares; 2025Q4: 23,713 shares; 2026Q1: 25,093 shares 25,093 $1.12M 0.24% +1,380 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,504 shares; 2025Q1: 2,436 shares; 2025Q2: 2,411 shares; 2025Q3: 2,375 shares; 2025Q4: 2,334 shares; 2026Q1: 2,337 shares 2,337 $1.09M 0.24% +3 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,664 shares; 2025Q1: 6,493 shares; 2025Q2: 6,330 shares; 2025Q3: 6,370 shares; 2025Q4: 5,784 shares; 2026Q1: 6,770 shares 6,770 $1.06M 0.23% +986 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,797 shares; 2025Q1: 9,726 shares; 2025Q2: 4,811 shares; 2025Q3: 4,895 shares; 2025Q4: 4,337 shares; 2026Q1: 4,293 shares 4,293 $1.04M 0.23% -44 Timeline DDFO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,981 shares; 2026Q1: 45,981 shares 45,981 $990K 0.21% 0 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,412 shares; 2025Q1: 25,412 shares; 2025Q2: 24,919 shares; 2025Q3: 24,619 shares; 2025Q4: 24,619 shares; 2026Q1: 24,619 shares 24,619 $960K 0.21% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,657 shares; 2025Q1: 3,408 shares; 2025Q2: 3,315 shares; 2025Q3: 2,655 shares; 2025Q4: 2,657 shares; 2026Q1: 4,673 shares 4,673 $953K 0.21% +2,016 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,807 shares; 2025Q1: 10,807 shares; 2025Q2: 9,957 shares; 2025Q3: 9,957 shares; 2025Q4: 9,984 shares; 2026Q1: 9,872 shares 9,872 $953K 0.21% -112 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,753 shares; 2025Q1: 27,753 shares; 2025Q2: 26,947 shares; 2025Q3: 26,657 shares; 2025Q4: 24,649 shares; 2026Q1: 24,649 shares 24,649 $922K 0.2% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,357 shares; 2025Q1: 11,362 shares; 2025Q2: 11,347 shares; 2025Q3: 7,635 shares; 2025Q4: 7,640 shares; 2026Q1: 7,652 shares 7,652 $905K 0.2% +12 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,536 shares; 2025Q1: 12,078 shares; 2025Q2: 11,551 shares; 2025Q3: 8,871 shares; 2025Q4: 8,669 shares; 2026Q1: 8,665 shares 8,665 $891K 0.19% -4 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,935 shares; 2025Q1: 7,935 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares 7,580 $875K 0.19% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,610 shares; 2026Q1: 11,365 shares 11,365 $855K 0.19% +755 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,265 shares; 2025Q1: 4,722 shares; 2025Q2: 2,579 shares; 2025Q3: 2,654 shares; 2025Q4: 2,456 shares; 2026Q1: 4,299 shares 4,299 $805K 0.17% +1,843 Timeline WDEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,495 shares 24,495 $790K 0.17% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,921 shares; 2025Q1: 13,864 shares; 2025Q2: 13,554 shares; 2025Q3: 13,674 shares; 2025Q4: 13,650 shares; 2026Q1: 15,202 shares 15,202 $766K 0.17% +1,552 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,978 shares; 2025Q1: 11,978 shares; 2025Q2: 11,978 shares; 2025Q3: 18,213 shares; 2025Q4: 19,771 shares; 2026Q1: 19,771 shares 19,771 $764K 0.17% 0 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,146 shares; 2026Q1: 40,146 shares 40,146 $764K 0.17% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,812 shares; 2025Q1: 13,860 shares; 2025Q2: 13,901 shares; 2025Q3: 15,250 shares; 2025Q4: 15,383 shares; 2026Q1: 15,230 shares 15,230 $752K 0.16% -153 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,753 shares; 2025Q1: 7,834 shares; 2025Q2: 7,725 shares; 2025Q3: 8,010 shares; 2025Q4: 7,670 shares; 2026Q1: 1,740 shares 1,740 $747K 0.16% -5,930 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,978 shares; 2025Q2: 14,370 shares; 2025Q3: 14,233 shares; 2025Q4: 14,499 shares; 2026Q1: 14,514 shares 14,514 $745K 0.16% +15 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,995 shares 38,995 $741K 0.16% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,203 shares; 2025Q1: 10,241 shares; 2025Q2: 10,396 shares; 2025Q3: 11,359 shares; 2025Q4: 10,805 shares; 2026Q1: 15,054 shares 15,054 $736K 0.16% +4,249 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,989 shares; 2025Q1: 2,598 shares; 2025Q2: 2,233 shares; 2025Q3: 2,391 shares; 2025Q4: 2,261 shares; 2026Q1: 2,387 shares 2,387 $733K 0.16% +126 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 887 shares; 2026Q1: 1,105 shares 1,105 $728K 0.16% +218 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,319 shares; 2025Q1: 7,129 shares; 2025Q2: 6,795 shares; 2025Q3: 6,709 shares; 2025Q4: 6,720 shares; 2026Q1: 6,804 shares 6,804 $721K 0.16% +84 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,145 shares; 2025Q1: 12,147 shares; 2025Q2: 12,159 shares; 2025Q3: 8,373 shares; 2025Q4: 8,304 shares; 2026Q1: 8,326 shares 8,326 $709K 0.15% +22 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,218 shares; 2025Q1: 16,218 shares; 2025Q2: 15,718 shares; 2025Q3: 15,718 shares; 2025Q4: 14,963 shares; 2026Q1: 14,963 shares 14,963 $708K 0.15% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,282 shares; 2025Q3: 3,237 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares 3,204 $704K 0.15% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,736 shares; 2025Q3: 18,246 shares; 2025Q4: 18,201 shares; 2026Q1: 17,376 shares 17,376 $692K 0.15% -825 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,751 shares; 2025Q1: 4,595 shares; 2025Q2: 2,061 shares; 2025Q3: 2,286 shares; 2025Q4: 2,155 shares; 2026Q1: 2,025 shares 2,025 $686K 0.15% -130 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,542 shares; 2025Q1: 33,780 shares; 2025Q2: 28,771 shares; 2025Q3: 26,071 shares; 2025Q4: 17,988 shares; 2026Q1: 17,426 shares 17,426 $686K 0.15% -562 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,549 shares; 2025Q3: 1,552 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares 1,554 $685K 0.15% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,955 shares; 2025Q1: 4,956 shares; 2025Q2: 4,784 shares; 2025Q3: 4,789 shares; 2025Q4: 4,364 shares; 2026Q1: 4,727 shares 4,727 $677K 0.15% +363 Timeline EIS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,689 shares 5,689 $670K 0.15% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,974 shares; 2025Q1: 11,702 shares; 2025Q2: 10,983 shares; 2025Q3: 10,954 shares; 2025Q4: 10,116 shares; 2026Q1: 10,122 shares 10,122 $666K 0.14% +6 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,674 shares 15,674 $665K 0.14% new 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: restricted; 2024Q4: 4,310 shares; 2025Q1: 4,320 shares; 2025Q2: 6,808 shares; 2025Q3: 6,330 shares; 2025Q4: 5,838 shares; 2026Q1: 5,856 shares 5,856 $645K 0.14% +18 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,394 shares; 2025Q1: 3,470 shares; 2025Q2: 2,833 shares; 2025Q3: 2,944 shares; 2025Q4: 2,921 shares; 2026Q1: 2,925 shares 2,925 $639K 0.14% +4 Timeline PAUG 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: restricted; 2024Q4: 21,286 shares; 2025Q1: 20,756 shares; 2025Q2: 18,506 shares; 2025Q3: 15,324 shares; 2025Q4: 14,424 shares; 2026Q1: 14,424 shares 14,424 $619K 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 736 shares; 2025Q1: 733 shares; 2025Q2: 739 shares; 2025Q3: 743 shares; 2025Q4: 834 shares; 2026Q1: 836 shares 836 $599K 0.13% +2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,012 shares; 2025Q1: 10,547 shares; 2025Q2: 9,948 shares; 2025Q3: 9,619 shares; 2025Q4: 10,024 shares; 2026Q1: 10,674 shares 10,674 $593K 0.13% +650 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,949 shares; 2025Q1: 14,285 shares; 2025Q2: 12,866 shares; 2025Q3: 12,453 shares; 2025Q4: 8,943 shares; 2026Q1: 10,170 shares 10,170 $574K 0.12% +1,227 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: restricted; 2024Q4: 63,897 shares; 2025Q1: 67,037 shares; 2025Q2: 55,973 shares; 2025Q3: 49,474 shares; 2025Q4: 33,967 shares; 2026Q1: 32,964 shares 32,964 $570K 0.12% -1,003 Timeline SPBW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,360 shares; 2025Q3: 19,644 shares; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares 20,100 $549K 0.12% 0 Timeline IYG 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: restricted; 2024Q4: 7,073 shares; 2025Q1: 7,077 shares; 2025Q2: 6,664 shares; 2025Q3: 6,668 shares; 2025Q4: 6,672 shares; 2026Q1: 6,593 shares 6,593 $548K 0.12% -79 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,159 shares; 2026Q1: 11,068 shares 11,068 $547K 0.12% -91 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,976 shares; 2025Q1: 6,705 shares; 2025Q2: 6,341 shares; 2025Q3: 6,274 shares; 2025Q4: 5,679 shares; 2026Q1: 5,649 shares 5,649 $527K 0.11% -30 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: restricted; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares 11,580 $507K 0.11% 0 Timeline MAYW 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: restricted; 2024Q4: 12,461 shares; 2025Q1: 12,461 shares; 2025Q2: 14,927 shares; 2025Q3: 14,927 shares; 2025Q4: 14,927 shares; 2026Q1: 14,927 shares 14,927 $506K 0.11% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,364 shares; 2025Q1: 6,287 shares; 2025Q2: 5,461 shares; 2025Q3: 5,275 shares; 2025Q4: 5,258 shares; 2026Q1: 3,952 shares 3,952 $504K 0.11% -1,306 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 5,250 shares; 2025Q3: 4,950 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares 4,809 $483K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,351 shares; 2025Q1: 20,101 shares; 2025Q2: 18,062 shares; 2025Q3: 18,992 shares; 2025Q4: 16,772 shares; 2026Q1: 16,822 shares 16,822 $477K 0.1% +50 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,685 shares; 2025Q1: 5,757 shares; 2025Q2: 6,049 shares; 2025Q3: 6,359 shares; 2025Q4: 6,570 shares; 2026Q1: 6,712 shares 6,712 $462K 0.1% +142 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 2,223 shares; 2025Q2: 2,225 shares; 2025Q3: 1,753 shares; 2025Q4: 1,750 shares; 2026Q1: 1,746 shares 1,746 $451K 0.1% -4 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,074 shares; 2025Q1: 2,077 shares; 2025Q2: 2,176 shares; 2025Q3: 2,061 shares; 2025Q4: 2,109 shares; 2026Q1: 2,080 shares 2,080 $449K 0.1% -29 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 7,885 shares; 2025Q3: 7,895 shares; 2025Q4: 7,668 shares; 2026Q1: 7,663 shares 7,663 $441K 0.1% -5 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,168 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $435K 0.09% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,708 shares; 2025Q4: 6,885 shares; 2026Q1: 6,930 shares 6,930 $435K 0.09% +45 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,531 shares; 2025Q1: 1,401 shares; 2025Q2: 1,359 shares; 2025Q3: 1,360 shares; 2025Q4: 1,235 shares; 2026Q1: 1,770 shares 1,770 $433K 0.09% +535 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,861 shares; 2025Q1: 9,739 shares; 2025Q2: 9,120 shares; 2025Q3: 9,156 shares; 2025Q4: 8,422 shares; 2026Q1: 8,761 shares 8,761 $433K 0.09% +339 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,220 shares; 2025Q3: 15,852 shares; 2025Q4: 14,517 shares; 2026Q1: 14,999 shares 14,999 $425K 0.09% +482 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,476 shares; 2025Q1: 13,476 shares; 2025Q2: 13,097 shares; 2025Q3: 12,804 shares; 2025Q4: 12,535 shares; 2026Q1: 11,547 shares 11,547 $421K 0.09% -988 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,511 shares; 2025Q2: 1,175 shares; 2025Q3: 1,188 shares; 2025Q4: 1,204 shares; 2026Q1: 1,190 shares 1,190 $415K 0.09% -14 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,427 shares; 2025Q1: 4,457 shares; 2025Q2: 4,477 shares; 2025Q3: 4,492 shares; 2025Q4: 4,522 shares; 2026Q1: 4,456 shares 4,456 $415K 0.09% -66 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,388 shares; 2025Q2: 6,556 shares; 2025Q3: 6,606 shares; 2025Q4: 8,060 shares; 2026Q1: 8,102 shares 8,102 $404K 0.09% +42 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: restricted; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,940 shares; 2025Q4: 4,950 shares; 2026Q1: 4,955 shares 4,955 $400K 0.09% +5 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,411 shares; 2025Q1: 25,415 shares; 2025Q2: 25,213 shares; 2025Q3: 25,214 shares; 2025Q4: 25,235 shares; 2026Q1: 25,217 shares 25,217 $396K 0.09% -18 Timeline JUNW 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: restricted; 2024Q4: 12,524 shares; 2025Q1: 12,524 shares; 2025Q2: 11,816 shares; 2025Q3: 11,816 shares; 2025Q4: 11,816 shares; 2026Q1: 11,816 shares 11,816 $395K 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,178 shares; 2025Q1: 10,046 shares; 2025Q2: 3,529 shares; 2025Q3: 3,564 shares; 2025Q4: 3,625 shares; 2026Q1: 3,480 shares 3,480 $393K 0.09% -145 Timeline DDFL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,039 shares; 2025Q4: 19,019 shares; 2026Q1: 19,019 shares 19,019 $392K 0.08% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,307 shares 1,307 $386K 0.08% -4 Timeline PDP 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: restricted; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $385K 0.08% 0 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,568 shares; 2025Q1: 28,723 shares; 2025Q2: 28,529 shares; 2025Q3: 29,235 shares; 2025Q4: 29,685 shares; 2026Q1: 29,981 shares 29,981 $384K 0.08% +296 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,278 shares; 2025Q3: 3,237 shares; 2025Q4: 3,315 shares; 2026Q1: 4,847 shares 4,847 $383K 0.08% +1,532 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,346 shares; 2025Q1: 7,046 shares; 2025Q2: 6,057 shares; 2025Q3: 4,034 shares; 2025Q4: 4,034 shares; 2026Q1: 3,993 shares 3,993 $377K 0.08% -41 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,511 shares; 2025Q1: 8,513 shares; 2025Q2: 8,943 shares; 2025Q3: 7,824 shares; 2025Q4: 7,178 shares; 2026Q1: 7,149 shares 7,149 $376K 0.08% -29 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: restricted; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,015 shares; 2025Q3: 1,016 shares; 2025Q4: 1,020 shares; 2026Q1: 1,016 shares 1,016 $371K 0.08% -4 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 1,141 shares; 2025Q2: 1,253 shares; 2025Q3: 1,275 shares; 2025Q4: 2,580 shares; 2026Q1: 2,725 shares 2,725 $371K 0.08% +145 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,316 shares; 2025Q1: 9,316 shares; 2025Q2: 9,311 shares; 2025Q3: 9,311 shares; 2025Q4: 9,311 shares; 2026Q1: 9,311 shares 9,311 $366K 0.08% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 1,121 shares; 2025Q2: 1,124 shares; 2025Q3: 1,132 shares; 2025Q4: 1,136 shares; 2026Q1: 1,131 shares 1,131 $366K 0.08% -5 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,831 shares; 2025Q1: 1,796 shares; 2025Q2: 1,770 shares; 2025Q3: 1,789 shares; 2025Q4: 1,831 shares; 2026Q1: 1,839 shares 1,839 $361K 0.08% +8 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: 1,767 shares; 2025Q2: 1,720 shares; 2025Q3: 1,723 shares; 2025Q4: 1,726 shares; 2026Q1: 1,729 shares 1,729 $360K 0.08% +3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,818 shares; 2025Q1: 1,870 shares; 2025Q2: 1,819 shares; 2025Q3: 1,823 shares; 2025Q4: 1,831 shares; 2026Q1: 1,846 shares 1,846 $356K 0.08% +15 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,218 shares; 2025Q3: 8,218 shares; 2025Q4: 8,218 shares; 2026Q1: 8,218 shares 8,218 $354K 0.08% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,880 shares; 2025Q1: 6,894 shares; 2025Q2: 2,223 shares; 2025Q3: 2,170 shares; 2025Q4: 1,935 shares; 2026Q1: 1,875 shares 1,875 $354K 0.08% -60 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,835 shares; 2025Q1: 6,953 shares; 2025Q2: 5,405 shares; 2025Q3: 5,507 shares; 2025Q4: 5,687 shares; 2026Q1: 5,713 shares 5,713 $351K 0.08% +26 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,367 shares; 2025Q1: 2,374 shares; 2025Q2: 2,381 shares; 2025Q3: 2,388 shares; 2025Q4: 2,417 shares; 2026Q1: 2,422 shares 2,422 $348K 0.08% +5 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,283 shares; 2025Q1: 28,497 shares; 2025Q2: 5,022 shares; 2025Q3: 3,220 shares; 2025Q4: 3,187 shares; 2026Q1: 3,227 shares 3,227 $346K 0.07% +40 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,867 shares; 2025Q1: 3,905 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 695 shares; 2026Q1: 700 shares 700 $345K 0.07% +5 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,670 shares; 2025Q1: 15,570 shares; 2025Q2: 15,566 shares; 2025Q3: 15,566 shares; 2025Q4: 15,116 shares; 2026Q1: 14,866 shares 14,866 $344K 0.07% -250 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,312 shares; 2025Q1: 67,018 shares; 2025Q2: 67,155 shares; 2025Q3: 67,192 shares; 2025Q4: 61,002 shares; 2026Q1: 7,596 shares 7,596 $338K 0.07% -53,406 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,761 shares; 2025Q2: 2,821 shares; 2025Q3: 2,690 shares; 2025Q4: 2,790 shares; 2026Q1: 2,655 shares 2,655 $336K 0.07% -135 Timeline CGW 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: restricted; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,197 shares; 2026Q1: 5,197 shares 5,197 $335K 0.07% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,146 shares; 2025Q3: 9,224 shares; 2025Q4: 10,094 shares; 2026Q1: 10,920 shares 10,920 $334K 0.07% +826 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,395 shares; 2025Q1: 2,824 shares; 2025Q2: 2,804 shares; 2025Q3: 2,667 shares; 2025Q4: 2,632 shares; 2026Q1: 3,354 shares 3,354 $324K 0.07% +722 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,637 shares; 2025Q1: 1,623 shares; 2025Q2: 1,628 shares; 2025Q3: 1,623 shares; 2025Q4: 1,649 shares; 2026Q1: 1,657 shares 1,657 $323K 0.07% +8 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,280 shares 1,280 $323K 0.07% -175 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,715 shares; 2025Q2: 6,924 shares; 2025Q3: 6,924 shares; 2025Q4: 6,979 shares; 2026Q1: 6,979 shares 6,979 $321K 0.07% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares; 2026Q1: 8,975 shares 8,975 $319K 0.07% +2,266 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,400 shares; 2025Q1: 4,422 shares; 2025Q2: 4,445 shares; 2025Q3: 4,469 shares; 2025Q4: 4,497 shares; 2026Q1: 4,518 shares 4,518 $318K 0.07% +21 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: 2,870 shares; 2025Q4: 2,596 shares; 2026Q1: 2,625 shares 2,625 $316K 0.07% +29 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,138 shares; 2025Q1: 5,083 shares; 2025Q2: 1,549 shares; 2025Q3: 1,559 shares; 2025Q4: 1,565 shares; 2026Q1: 1,498 shares 1,498 $313K 0.07% -67 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: restricted; 2024Q4: 10,625 shares; 2025Q1: 10,625 shares; 2025Q2: 10,625 shares; 2025Q3: 10,625 shares; 2025Q4: 10,625 shares; 2026Q1: 10,564 shares 10,564 $311K 0.07% -61 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,003 shares; 2025Q1: 6,041 shares; 2025Q2: not reported; 2025Q3: 7,031 shares; 2025Q4: 7,212 shares; 2026Q1: 7,212 shares 7,212 $308K 0.07% 0 Timeline GII 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: restricted; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares 3,860 $297K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $295K 0.06% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,592 shares; 2025Q1: 8,592 shares; 2025Q2: 8,592 shares; 2025Q3: 8,592 shares; 2025Q4: 8,592 shares; 2026Q1: 8,592 shares 8,592 $292K 0.06% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 416 shares 416 $292K 0.06% +11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,699 shares; 2025Q4: 5,245 shares; 2026Q1: 6,303 shares 6,303 $290K 0.06% +1,058 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,249 shares; 2025Q1: 24,187 shares; 2025Q2: 24,192 shares; 2025Q3: 24,192 shares; 2025Q4: 24,192 shares; 2026Q1: 24,192 shares 24,192 $289K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 731 shares; 2026Q1: 696 shares 696 $278K 0.06% -35 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,883 shares; 2026Q1: 1,884 shares 1,884 $277K 0.06% +1 Timeline SEPW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,666 shares; 2025Q4: 8,666 shares; 2026Q1: 8,666 shares 8,666 $275K 0.06% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 660 shares; 2025Q2: 659 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 663 shares 663 $274K 0.06% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $273K 0.06% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,021 shares; 2025Q1: 3,036 shares; 2025Q2: 3,015 shares; 2025Q3: 3,035 shares; 2025Q4: 3,305 shares; 2026Q1: 3,325 shares 3,325 $272K 0.06% +20 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,525 shares; 2025Q1: 24,375 shares; 2025Q2: 24,375 shares; 2025Q3: 26,709 shares; 2025Q4: 23,409 shares; 2026Q1: 23,409 shares 23,409 $271K 0.06% 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: restricted; 2024Q4: 1,050 shares; 2025Q1: 1,052 shares; 2025Q2: 1,019 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,024 shares 1,024 $268K 0.06% +2 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,485 shares; 2025Q4: 13,849 shares; 2026Q1: 13,772 shares 13,772 $262K 0.06% -77 Timeline FEBW 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: restricted; 2024Q4: 7,864 shares; 2025Q1: 11,644 shares; 2025Q2: 8,423 shares; 2025Q3: 8,423 shares; 2025Q4: 7,761 shares; 2026Q1: 7,761 shares 7,761 $261K 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 382 shares; 2026Q1: 366 shares 366 $261K 0.06% -16 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: restricted; 2024Q4: 1,625 shares; 2025Q1: 1,627 shares; 2025Q2: 1,629 shares; 2025Q3: 1,632 shares; 2025Q4: 1,634 shares; 2026Q1: 1,636 shares 1,636 $257K 0.06% +2 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,837 shares 3,837 $252K 0.05% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: 5,617 shares; 2025Q3: 6,059 shares; 2025Q4: 6,174 shares; 2026Q1: 6,178 shares 6,178 $250K 0.05% +4 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 936 shares; 2025Q2: 906 shares; 2025Q3: 908 shares; 2025Q4: 910 shares; 2026Q1: 912 shares 912 $249K 0.05% +2 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 1,854 shares; 2026Q1: 1,861 shares 1,861 $249K 0.05% +7 Timeline IBB 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: restricted; 2024Q4: 2,163 shares; 2025Q1: 2,185 shares; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,452 shares; 2026Q1: 1,456 shares 1,456 $247K 0.05% +4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 877 shares; 2025Q2: 787 shares; 2025Q3: 791 shares; 2025Q4: 784 shares; 2026Q1: 811 shares 811 $239K 0.05% +27 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,566 shares; 2025Q3: 1,486 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares 1,436 $238K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,583 shares; 2025Q1: 17,454 shares; 2025Q2: 20,339 shares; 2025Q3: 20,642 shares; 2025Q4: 2,588 shares; 2026Q1: 2,637 shares 2,637 $238K 0.05% +49 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares; 2026Q1: 2,044 shares 2,044 $236K 0.05% +15 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,574 shares; 2025Q1: 1,580 shares; 2025Q2: 852 shares; 2025Q3: 1,055 shares; 2025Q4: 1,185 shares; 2026Q1: 1,194 shares 1,194 $233K 0.05% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,951 shares 4,951 $226K 0.05% new Timeline DECW 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: restricted; 2024Q4: 6,492 shares; 2025Q1: not reported; 2025Q2: 6,492 shares; 2025Q3: 6,492 shares; 2025Q4: 6,729 shares; 2026Q1: 6,729 shares 6,729 $226K 0.05% 0 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: restricted; 2024Q4: 5,357 shares; 2025Q1: 5,357 shares; 2025Q2: 5,357 shares; 2025Q3: 5,357 shares; 2025Q4: 5,178 shares; 2026Q1: 5,178 shares 5,178 $224K 0.05% 0 Timeline HELO 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: restricted; 2024Q4: 4,561 shares; 2025Q1: 4,585 shares; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 3,482 shares; 2026Q1: 3,482 shares 3,482 $223K 0.05% 0 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: restricted; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 2,390 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,410 shares 2,410 $220K 0.05% +10 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,498 shares 3,498 $219K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $218K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 349 shares 349 $217K 0.05% +2 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,512 shares; 2026Q1: 4,532 shares 4,532 $214K 0.05% +20 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 706 shares; 2025Q2: 646 shares; 2025Q3: 656 shares; 2025Q4: 593 shares; 2026Q1: 595 shares 595 $213K 0.05% +2 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $208K 0.05% new 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: restricted; 2024Q4: 959 shares; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 937 shares; 2025Q4: 1,891 shares; 2026Q1: 1,893 shares 1,893 $205K 0.04% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,213 shares; 2025Q1: 2,166 shares; 2025Q2: 2,192 shares; 2025Q3: 2,189 shares; 2025Q4: 1,188 shares; 2026Q1: 1,178 shares 1,178 $205K 0.04% -10 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,868 shares; 2025Q1: 2,593 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,114 shares; 2026Q1: 2,115 shares 2,115 $203K 0.04% +1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares 5,138 $203K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,891 shares; 2025Q1: 1,105 shares; 2025Q2: 1,057 shares; 2025Q3: 1,033 shares; 2025Q4: 1,044 shares; 2026Q1: 1,053 shares 1,053 $201K 0.04% +9 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,822 shares; 2026Q1: 13,822 shares 13,822 $101K 0.02% 0 Timeline