QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,677 shares; 2024Q4: 8,023 shares; 2025Q1: 11,992 shares; 2025Q2: 13,336 shares; 2025Q3: 13,943 shares; 2025Q4: 14,588 shares 14,588 $8.96M 2.71% +645 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,242 shares; 2024Q4: 32,287 shares; 2025Q1: 31,063 shares; 2025Q2: 29,397 shares; 2025Q3: 28,460 shares; 2025Q4: 27,483 shares 27,483 $8.86M 2.67% -977 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,533 shares; 2024Q4: 28,823 shares; 2025Q1: 29,080 shares; 2025Q2: 29,808 shares; 2025Q3: 30,037 shares; 2025Q4: 28,395 shares 28,395 $7.72M 2.33% -1,642 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,377 shares; 2024Q4: 14,695 shares; 2025Q1: 14,883 shares; 2025Q2: 14,679 shares; 2025Q3: 14,537 shares; 2025Q4: 14,272 shares 14,272 $6.9M 2.08% -265 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,682 shares; 2024Q4: 27,881 shares; 2025Q1: 23,980 shares; 2025Q2: 24,180 shares; 2025Q3: 20,861 shares; 2025Q4: 18,233 shares 18,233 $6.31M 1.91% -2,628 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,189 shares; 2024Q4: 28,267 shares; 2025Q1: 29,014 shares; 2025Q2: 29,460 shares; 2025Q3: 30,120 shares; 2025Q4: 28,561 shares 28,561 $5.91M 1.79% -1,559 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,028 shares; 2024Q4: 58,243 shares; 2025Q1: 56,595 shares; 2025Q2: 53,540 shares; 2025Q3: 53,376 shares; 2025Q4: 51,556 shares 51,556 $5.74M 1.74% -1,820 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,566 shares; 2024Q4: 58,812 shares; 2025Q1: 58,294 shares; 2025Q2: 54,667 shares; 2025Q3: 48,627 shares; 2025Q4: 46,973 shares 46,973 $5.63M 1.7% -1,654 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,507 shares; 2024Q4: 13,879 shares; 2025Q1: 13,954 shares; 2025Q2: 14,555 shares; 2025Q3: 14,856 shares; 2025Q4: 15,256 shares 15,256 $5.25M 1.59% +400 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,371 shares; 2024Q4: 17,319 shares; 2025Q1: 18,697 shares; 2025Q2: 19,567 shares; 2025Q3: 19,969 shares; 2025Q4: 19,277 shares 19,277 $5.23M 1.58% -692 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 16,167 shares; 2025Q1: 16,473 shares; 2025Q2: 16,246 shares; 2025Q3: 16,852 shares; 2025Q4: 16,705 shares 16,705 $5.21M 1.57% -147 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,651 shares; 2025Q1: 4,998 shares; 2025Q2: 4,968 shares; 2025Q3: 4,724 shares; 2025Q4: 4,674 shares 4,674 $5.02M 1.52% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,131 shares; 2024Q4: 16,128 shares; 2025Q1: 16,338 shares; 2025Q2: 15,749 shares; 2025Q3: 15,851 shares; 2025Q4: 15,335 shares 15,335 $4.88M 1.48% -516 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,288 shares; 2024Q4: 18,787 shares; 2025Q1: 17,840 shares; 2025Q2: 17,249 shares; 2025Q3: 17,834 shares; 2025Q4: 17,785 shares 17,785 $4.86M 1.47% -49 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,291 shares; 2025Q1: 1,292 shares; 2025Q2: 18,657 shares; 2025Q3: 22,801 shares; 2025Q4: 21,187 shares 21,187 $4.84M 1.46% -1,614 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,645 shares; 2024Q4: 45,965 shares; 2025Q1: 46,690 shares; 2025Q2: 48,781 shares; 2025Q3: 48,297 shares; 2025Q4: 48,285 shares 48,285 $4.64M 1.4% -12 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,923 shares; 2024Q4: 99,845 shares; 2025Q1: 103,995 shares; 2025Q2: 105,932 shares; 2025Q3: 110,207 shares; 2025Q4: 112,836 shares 112,836 $4.6M 1.39% +2,629 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,960 shares; 2024Q4: 27,902 shares; 2025Q1: 30,060 shares; 2025Q2: 29,161 shares; 2025Q3: 29,819 shares; 2025Q4: 28,024 shares 28,024 $4.56M 1.38% -1,795 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,369 shares; 2025Q1: 4,671 shares; 2025Q2: 5,947 shares; 2025Q3: 6,403 shares; 2025Q4: 6,672 shares 6,672 $4.55M 1.37% +269 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,352 shares; 2024Q4: 17,118 shares; 2025Q1: 17,378 shares; 2025Q2: 18,105 shares; 2025Q3: 18,856 shares; 2025Q4: 19,285 shares 19,285 $4.46M 1.35% +429 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,525 shares; 2024Q4: 11,165 shares; 2025Q1: 11,079 shares; 2025Q2: 10,893 shares; 2025Q3: 11,177 shares; 2025Q4: 11,202 shares 11,202 $4.29M 1.3% +25 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,656 shares; 2024Q4: 109,781 shares; 2025Q1: 122,477 shares; 2025Q2: 125,729 shares; 2025Q3: 127,355 shares; 2025Q4: 128,118 shares 128,118 $4.17M 1.26% +763 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,778 shares; 2024Q4: 15,013 shares; 2025Q1: 14,472 shares; 2025Q2: 14,899 shares; 2025Q3: 14,201 shares; 2025Q4: 13,320 shares 13,320 $4.17M 1.26% -881 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,142 shares; 2024Q4: 14,627 shares; 2025Q1: 14,746 shares; 2025Q2: 15,381 shares; 2025Q3: 15,928 shares; 2025Q4: 16,566 shares 16,566 $4.09M 1.24% +638 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,724 shares; 2024Q4: 95,870 shares; 2025Q1: 109,831 shares; 2025Q2: 118,329 shares; 2025Q3: 124,221 shares; 2025Q4: 136,100 shares 136,100 $4.07M 1.23% +11,879 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,446 shares; 2024Q4: 47,344 shares; 2025Q1: 49,258 shares; 2025Q2: 54,290 shares; 2025Q3: 56,653 shares; 2025Q4: 58,013 shares 58,013 $3.88M 1.17% +1,360 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,141 shares; 2025Q1: 42,597 shares; 2025Q2: 47,821 shares; 2025Q3: 51,927 shares; 2025Q4: 57,582 shares 57,582 $3.83M 1.16% +5,655 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,010 shares; 2025Q1: 113,464 shares; 2025Q2: 111,912 shares; 2025Q3: 110,028 shares; 2025Q4: 94,306 shares 94,306 $3.75M 1.13% -15,722 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 984 shares; 2025Q4: 7,311 shares 7,311 $3.73M 1.13% +6,327 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 15,546 shares; 2025Q1: 15,583 shares; 2025Q2: 14,955 shares; 2025Q3: 15,888 shares; 2025Q4: 15,921 shares 15,921 $3.67M 1.11% +33 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,735 shares; 2024Q4: 14,955 shares; 2025Q1: 16,921 shares; 2025Q2: 20,576 shares; 2025Q3: 17,917 shares; 2025Q4: 15,880 shares 15,880 $3.4M 1.03% -2,037 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,376 shares; 2025Q1: 87,523 shares; 2025Q2: 87,523 shares; 2025Q3: 86,776 shares; 2025Q4: 79,960 shares 79,960 $3.34M 1.01% -6,816 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,519 shares; 2024Q4: 75,998 shares; 2025Q1: 87,409 shares; 2025Q2: 88,028 shares; 2025Q3: 91,524 shares; 2025Q4: 94,494 shares 94,494 $3.17M 0.96% +2,970 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,815 shares; 2025Q3: 4,950 shares; 2025Q4: 4,837 shares 4,837 $3.16M 0.95% -113 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,152 shares; 2024Q4: 20,470 shares; 2025Q1: 20,054 shares; 2025Q2: 19,888 shares; 2025Q3: 19,377 shares; 2025Q4: 17,397 shares 17,397 $3.09M 0.93% -1,980 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,742 shares 32,742 $3.03M 0.91% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 9,251 shares; 2025Q1: 9,998 shares; 2025Q2: 14,021 shares; 2025Q3: 14,197 shares; 2025Q4: 13,136 shares 13,136 $2.96M 0.89% -1,061 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,182 shares; 2024Q4: 22,427 shares; 2025Q1: 22,313 shares; 2025Q2: 20,096 shares; 2025Q3: 20,029 shares; 2025Q4: 19,144 shares 19,144 $2.94M 0.89% -885 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 14,912 shares; 2025Q1: 15,180 shares; 2025Q2: 14,521 shares; 2025Q3: 15,019 shares; 2025Q4: 15,877 shares 15,877 $2.92M 0.88% +858 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,048 shares; 2024Q4: 9,340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,684 shares; 2025Q4: 60,058 shares 60,058 $2.86M 0.86% -2,626 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,336 shares; 2024Q4: 47,539 shares; 2025Q1: 47,621 shares; 2025Q2: 46,920 shares; 2025Q3: 77,779 shares; 2025Q4: 78,466 shares 78,466 $2.77M 0.84% +687 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,657 shares; 2024Q4: 24,628 shares; 2025Q1: 26,932 shares; 2025Q2: 30,455 shares; 2025Q3: 31,709 shares; 2025Q4: 32,448 shares 32,448 $2.77M 0.84% +739 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,110 shares; 2024Q4: 43,008 shares; 2025Q1: 42,619 shares; 2025Q2: 41,449 shares; 2025Q3: 45,368 shares; 2025Q4: 46,422 shares 46,422 $2.72M 0.82% +1,054 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 13,766 shares; 2025Q1: 13,756 shares; 2025Q2: 12,066 shares; 2025Q3: 12,330 shares; 2025Q4: 12,697 shares 12,697 $2.64M 0.8% +367 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,693 shares; 2025Q3: 9,509 shares; 2025Q4: 10,683 shares 10,683 $2.63M 0.79% +1,174 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 8,227 shares; 2025Q1: 7,825 shares; 2025Q2: 7,034 shares; 2025Q3: 7,159 shares; 2025Q4: 7,395 shares 7,395 $2.59M 0.78% +236 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,818 shares; 2024Q4: 9,456 shares; 2025Q1: 9,616 shares; 2025Q2: 9,867 shares; 2025Q3: 10,098 shares; 2025Q4: 10,203 shares 10,203 $2.59M 0.78% +105 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,780 shares; 2024Q4: 30,708 shares; 2025Q1: 30,590 shares; 2025Q2: 29,987 shares; 2025Q3: 23,335 shares; 2025Q4: 24,810 shares 24,810 $2.58M 0.78% +1,475 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 5,905 shares; 2025Q1: 5,551 shares; 2025Q2: 3,901 shares; 2025Q3: 3,795 shares; 2025Q4: 3,908 shares 3,908 $2.58M 0.78% +113 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,744 shares; 2025Q1: 4,829 shares; 2025Q2: 4,770 shares; 2025Q3: 4,719 shares; 2025Q4: 4,926 shares 4,926 $2.57M 0.78% +207 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 9,399 shares; 2025Q1: 10,050 shares; 2025Q2: 10,880 shares; 2025Q3: 11,203 shares; 2025Q4: 11,721 shares 11,721 $2.54M 0.77% +518 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,746 shares; 2024Q4: 12,404 shares; 2025Q1: 13,260 shares; 2025Q2: 15,050 shares; 2025Q3: 15,825 shares; 2025Q4: 16,631 shares 16,631 $2.5M 0.76% +806 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 4,133 shares; 2025Q1: 4,296 shares; 2025Q2: 6,836 shares; 2025Q3: 7,163 shares; 2025Q4: 7,509 shares 7,509 $2.48M 0.75% +346 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,909 shares; 2025Q1: 8,055 shares; 2025Q2: 8,621 shares; 2025Q3: 8,695 shares; 2025Q4: 9,348 shares 9,348 $2.48M 0.75% +653 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,487 shares; 2025Q2: 7,294 shares; 2025Q3: 7,406 shares; 2025Q4: 7,785 shares 7,785 $2.43M 0.74% +379 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,202 shares; 2024Q4: 49,439 shares; 2025Q1: 53,817 shares; 2025Q2: 53,222 shares; 2025Q3: 54,241 shares; 2025Q4: 54,605 shares 54,605 $2.42M 0.73% +364 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 7,898 shares; 2025Q1: 7,943 shares; 2025Q2: 6,315 shares; 2025Q3: 6,274 shares; 2025Q4: 6,177 shares 6,177 $2.4M 0.73% -97 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 4,643 shares; 2025Q4: 4,974 shares 4,974 $2.34M 0.71% +331 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 9,922 shares; 2025Q1: 9,970 shares; 2025Q2: 9,855 shares; 2025Q3: 9,930 shares; 2025Q4: 9,924 shares 9,924 $2.18M 0.66% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,169 shares; 2024Q4: 19,292 shares; 2025Q1: 18,963 shares; 2025Q2: 18,480 shares; 2025Q3: 19,785 shares; 2025Q4: 19,775 shares 19,775 $2.05M 0.62% -10 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,298 shares; 2025Q3: 48,908 shares; 2025Q4: 55,310 shares 55,310 $2.05M 0.62% +6,402 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,934 shares; 2025Q1: 4,838 shares; 2025Q2: 5,583 shares; 2025Q3: 5,459 shares; 2025Q4: 10,868 shares 10,868 $2.03M 0.61% +5,409 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,344 shares; 2024Q4: 34,676 shares; 2025Q1: 36,819 shares; 2025Q2: 36,574 shares; 2025Q3: 39,274 shares; 2025Q4: 40,516 shares 40,516 $2.02M 0.61% +1,242 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 10,383 shares; 2025Q1: 12,624 shares; 2025Q2: 21,082 shares; 2025Q3: 23,548 shares; 2025Q4: 28,861 shares 28,861 $1.92M 0.58% +5,313 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 3,450 shares; 2025Q1: 3,452 shares; 2025Q2: 3,417 shares; 2025Q3: 3,393 shares; 2025Q4: 3,321 shares 3,321 $1.89M 0.57% -72 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,028 shares; 2025Q1: 40,570 shares; 2025Q2: 47,515 shares; 2025Q3: 59,497 shares; 2025Q4: 69,722 shares 69,722 $1.85M 0.56% +10,225 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,606 shares; 2024Q4: 28,807 shares; 2025Q1: 27,611 shares; 2025Q2: 28,146 shares; 2025Q3: 24,923 shares; 2025Q4: 23,714 shares 23,714 $1.83M 0.55% -1,209 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 14,504 shares; 2025Q1: 15,229 shares; 2025Q2: 22,881 shares; 2025Q3: 42,510 shares; 2025Q4: 43,587 shares 43,587 $1.8M 0.54% +1,077 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,716 shares; 2024Q4: 10,327 shares; 2025Q1: 10,511 shares; 2025Q2: 10,796 shares; 2025Q3: 10,670 shares; 2025Q4: 11,037 shares 11,037 $1.68M 0.51% +367 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,288 shares; 2025Q1: 6,508 shares; 2025Q2: 7,037 shares; 2025Q3: 6,885 shares; 2025Q4: 6,893 shares 6,893 $1.66M 0.5% +8 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,528 shares; 2024Q4: 35,739 shares; 2025Q1: 35,761 shares; 2025Q2: 35,237 shares; 2025Q3: 35,198 shares; 2025Q4: 34,891 shares 34,891 $1.61M 0.49% -307 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,676 shares; 2025Q1: 7,491 shares; 2025Q2: 7,186 shares; 2025Q3: 7,182 shares; 2025Q4: 7,307 shares 7,307 $1.61M 0.48% +125 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,482 shares; 2025Q1: 4,518 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,496 shares 4,496 $1.58M 0.48% -50 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,451 shares; 2025Q1: 7,047 shares; 2025Q2: 7,055 shares; 2025Q3: 7,300 shares; 2025Q4: 7,955 shares 7,955 $1.55M 0.47% +655 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,177 shares; 2024Q4: 16,553 shares; 2025Q1: 16,726 shares; 2025Q2: 15,997 shares; 2025Q3: 15,949 shares; 2025Q4: 15,802 shares 15,802 $1.49M 0.45% -147 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,537 shares; 2024Q4: 12,956 shares; 2025Q1: 12,633 shares; 2025Q2: 13,197 shares; 2025Q3: 14,283 shares; 2025Q4: 21,800 shares 21,800 $1.46M 0.44% +7,517 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 16,630 shares; 2025Q1: 16,873 shares; 2025Q2: 16,575 shares; 2025Q3: 16,858 shares; 2025Q4: 15,843 shares 15,843 $1.46M 0.44% -1,015 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,870 shares; 2025Q1: 4,819 shares; 2025Q2: 4,756 shares; 2025Q3: 4,766 shares; 2025Q4: 4,724 shares 4,724 $1.44M 0.44% -42 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 12,128 shares; 2025Q1: 13,754 shares; 2025Q2: 13,768 shares; 2025Q3: 15,118 shares; 2025Q4: 15,795 shares 15,795 $1.41M 0.43% +677 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,466 shares; 2025Q1: 9,214 shares; 2025Q2: 8,870 shares; 2025Q3: 9,326 shares; 2025Q4: 9,841 shares 9,841 $1.41M 0.43% +515 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,479 shares; 2025Q1: 9,346 shares; 2025Q2: 9,294 shares; 2025Q3: 9,692 shares; 2025Q4: 9,791 shares 9,791 $1.41M 0.42% +99 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,540 shares; 2024Q4: 22,444 shares; 2025Q1: 21,499 shares; 2025Q2: 21,871 shares; 2025Q3: 22,853 shares; 2025Q4: 25,552 shares 25,552 $1.38M 0.42% +2,699 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,439 shares; 2024Q4: 51,776 shares; 2025Q1: 51,096 shares; 2025Q2: 44,001 shares; 2025Q3: 27,361 shares; 2025Q4: 22,702 shares 22,702 $1.37M 0.41% -4,659 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,751 shares; 2025Q2: 7,888 shares; 2025Q3: 37,588 shares; 2025Q4: 38,622 shares 38,622 $1.36M 0.41% +1,034 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,466 shares; 2025Q1: 4,447 shares; 2025Q2: 4,394 shares; 2025Q3: 4,324 shares; 2025Q4: 4,150 shares 4,150 $1.36M 0.41% -174 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 12,000 shares; 2025Q1: 11,119 shares; 2025Q2: 10,000 shares; 2025Q3: 10,410 shares; 2025Q4: 10,528 shares 10,528 $1.32M 0.4% +118 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,653 shares; 2024Q4: 5,388 shares; 2025Q1: 5,277 shares; 2025Q2: 5,087 shares; 2025Q3: 4,726 shares; 2025Q4: 5,435 shares 5,435 $1.32M 0.4% +709 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,282 shares; 2025Q1: 7,452 shares; 2025Q2: 7,584 shares; 2025Q3: 7,713 shares; 2025Q4: 7,660 shares 7,660 $1.31M 0.4% -53 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,718 shares; 2024Q4: 10,266 shares; 2025Q1: 9,891 shares; 2025Q2: 10,026 shares; 2025Q3: 9,855 shares; 2025Q4: 9,454 shares 9,454 $1.25M 0.38% -401 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,842 shares; 2025Q1: 5,742 shares; 2025Q2: 5,815 shares; 2025Q3: 5,628 shares; 2025Q4: 5,628 shares 5,628 $1.22M 0.37% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,340 shares; 2024Q4: 18,607 shares; 2025Q1: 18,986 shares; 2025Q2: 19,043 shares; 2025Q3: 22,730 shares; 2025Q4: 24,024 shares 24,024 $1.21M 0.37% +1,294 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 7,478 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 9,737 shares; 2025Q4: 12,027 shares 12,027 $1.19M 0.36% +2,290 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 16,882 shares; 2025Q1: 16,608 shares; 2025Q2: 15,510 shares; 2025Q3: 16,280 shares; 2025Q4: 16,207 shares 16,207 $1.13M 0.34% -73 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 8,718 shares; 2025Q1: 8,636 shares; 2025Q2: 8,578 shares; 2025Q3: 8,527 shares; 2025Q4: 9,561 shares 9,561 $1.12M 0.34% +1,034 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,687 shares; 2025Q2: 23,521 shares; 2025Q3: 23,028 shares; 2025Q4: 22,942 shares 22,942 $1.09M 0.33% -86 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,484 shares; 2024Q4: 25,413 shares; 2025Q1: 24,748 shares; 2025Q2: 24,530 shares; 2025Q3: 24,797 shares; 2025Q4: 22,230 shares 22,230 $1.09M 0.33% -2,567 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 13,842 shares; 2025Q1: 14,294 shares; 2025Q2: 14,076 shares; 2025Q3: 14,906 shares; 2025Q4: 15,736 shares 15,736 $1.09M 0.33% +830 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,445 shares; 2025Q1: 2,364 shares; 2025Q2: 2,357 shares; 2025Q3: 2,348 shares; 2025Q4: 2,397 shares 2,397 $1.02M 0.31% +49 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 7,274 shares; 2025Q1: 10,860 shares; 2025Q2: 9,829 shares; 2025Q3: 10,944 shares; 2025Q4: 11,496 shares 11,496 $1.02M 0.31% +552 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,703 shares; 2025Q1: 9,398 shares; 2025Q2: 12,787 shares; 2025Q3: 13,524 shares; 2025Q4: 14,105 shares 14,105 $1.01M 0.3% +581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,522 shares; 2025Q2: 23,506 shares; 2025Q3: 23,506 shares; 2025Q4: 23,506 shares 23,506 $865K 0.26% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 8,011 shares; 2025Q1: 6,651 shares; 2025Q2: 6,367 shares; 2025Q3: 2,635 shares; 2025Q4: 2,492 shares 2,492 $855K 0.26% -143 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 5,586 shares; 2025Q1: 5,608 shares; 2025Q2: 5,608 shares; 2025Q3: 5,614 shares; 2025Q4: 5,614 shares 5,614 $853K 0.26% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 4,378 shares; 2025Q1: 4,388 shares; 2025Q2: 4,404 shares; 2025Q3: 4,404 shares; 2025Q4: 4,199 shares 4,199 $818K 0.25% -205 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,993 shares; 2025Q2: 22,954 shares; 2025Q3: 22,881 shares; 2025Q4: 28,212 shares 28,212 $815K 0.25% +5,331 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 43,225 shares; 2025Q1: 43,967 shares; 2025Q2: 43,653 shares; 2025Q3: 42,504 shares; 2025Q4: 40,350 shares 40,350 $790K 0.24% -2,154 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,375 shares; 2025Q1: 4,320 shares; 2025Q2: 4,802 shares; 2025Q3: 4,954 shares; 2025Q4: 4,954 shares 4,954 $776K 0.23% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,168 shares; 2024Q4: 18,274 shares; 2025Q1: 18,406 shares; 2025Q2: 17,957 shares; 2025Q3: 17,975 shares; 2025Q4: 17,271 shares 17,271 $765K 0.23% -704 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,484 shares; 2025Q1: 4,483 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 4,094 shares 4,094 $751K 0.23% -200 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,114 shares; 2025Q2: 7,154 shares; 2025Q3: 7,351 shares; 2025Q4: 7,244 shares 7,244 $751K 0.23% -107 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,125 shares; 2024Q4: 37,258 shares; 2025Q1: 39,795 shares; 2025Q2: 40,410 shares; 2025Q3: 39,421 shares; 2025Q4: 37,436 shares 37,436 $739K 0.22% -1,985 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,281 shares; 2025Q1: 20,399 shares; 2025Q2: 20,222 shares; 2025Q3: 19,858 shares; 2025Q4: 19,825 shares 19,825 $718K 0.22% -33 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 2,996 shares; 2025Q1: 2,657 shares; 2025Q2: 2,655 shares; 2025Q3: 2,120 shares; 2025Q4: 2,095 shares 2,095 $702K 0.21% -25 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,117 shares; 2025Q1: 2,091 shares; 2025Q2: 2,065 shares; 2025Q3: 2,048 shares; 2025Q4: 1,021 shares 1,021 $699K 0.21% -1,027 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,483 shares; 2025Q2: 1,496 shares; 2025Q3: 1,397 shares; 2025Q4: 1,195 shares 1,195 $685K 0.21% -202 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,637 shares; 2025Q1: 5,714 shares; 2025Q2: 5,625 shares; 2025Q3: 5,729 shares; 2025Q4: 6,500 shares 6,500 $656K 0.2% +771 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: 3,474 shares; 2025Q4: 3,474 shares 3,474 $645K 0.19% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,396 shares; 2025Q3: 1,352 shares; 2025Q4: 1,329 shares 1,329 $643K 0.19% -23 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,005 shares; 2025Q2: 16,604 shares; 2025Q3: 20,362 shares; 2025Q4: 19,997 shares 19,997 $638K 0.19% -365 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,241 shares; 2025Q1: 1,713 shares; 2025Q2: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares 2,118 $638K 0.19% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 11,365 shares; 2025Q1: 10,165 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 9,757 shares 9,757 $629K 0.19% -408 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,614 shares; 2024Q4: 9,984 shares; 2025Q1: 10,476 shares; 2025Q2: 9,329 shares; 2025Q3: 6,664 shares; 2025Q4: 6,514 shares 6,514 $614K 0.19% -150 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 11,245 shares; 2025Q1: 11,509 shares; 2025Q2: 10,299 shares; 2025Q3: 7,097 shares; 2025Q4: 6,468 shares 6,468 $588K 0.18% -629 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,016 shares; 2025Q4: 22,016 shares 22,016 $588K 0.18% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,168 shares; 2024Q4: 20,911 shares; 2025Q1: 28,131 shares; 2025Q2: 28,131 shares; 2025Q3: 28,276 shares; 2025Q4: 27,770 shares 27,770 $572K 0.17% -506 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,544 shares; 2025Q2: 19,945 shares; 2025Q3: 19,945 shares; 2025Q4: 18,831 shares 18,831 $553K 0.17% -1,114 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,487 shares; 2025Q1: 2,436 shares; 2025Q2: 2,471 shares; 2025Q3: 2,446 shares; 2025Q4: 3,805 shares 3,805 $548K 0.17% +1,359 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares 1,862 $531K 0.16% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,182 shares; 2024Q4: 11,307 shares; 2025Q1: 11,307 shares; 2025Q2: 11,307 shares; 2025Q3: 10,794 shares; 2025Q4: 10,794 shares 10,794 $531K 0.16% 0 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,839 shares; 2025Q2: 21,625 shares; 2025Q3: 21,625 shares; 2025Q4: 21,625 shares 21,625 $477K 0.14% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,715 shares; 2025Q2: 3,941 shares; 2025Q3: 4,652 shares; 2025Q4: 4,787 shares 4,787 $471K 0.14% +135 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,196 shares; 2025Q2: 21,139 shares; 2025Q3: 21,139 shares; 2025Q4: 21,139 shares 21,139 $470K 0.14% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,001 shares; 2025Q2: 8,180 shares; 2025Q3: 8,876 shares; 2025Q4: 8,298 shares 8,298 $454K 0.14% -578 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares 1,220 $431K 0.13% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,952 shares; 2024Q4: 15,952 shares; 2025Q1: 15,952 shares; 2025Q2: 15,952 shares; 2025Q3: 15,952 shares; 2025Q4: 16,172 shares 16,172 $424K 0.13% +220 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,492 shares; 2025Q1: 12,492 shares; 2025Q2: 10,153 shares; 2025Q3: 10,153 shares; 2025Q4: 18,355 shares 18,355 $412K 0.12% +8,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,017 shares 4,017 $399K 0.12% -105 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,707 shares; 2025Q2: 9,085 shares; 2025Q3: 9,035 shares; 2025Q4: 8,841 shares 8,841 $384K 0.12% -194 Timeline DURA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,540 shares; 2025Q3: 11,133 shares; 2025Q4: 11,296 shares 11,296 $382K 0.12% +163 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 8,687 shares; 2025Q1: 8,687 shares; 2025Q2: 8,687 shares; 2025Q3: 8,687 shares; 2025Q4: 8,687 shares 8,687 $369K 0.11% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 7,275 shares 7,275 $368K 0.11% +1,718 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 3,483 shares 3,483 $355K 0.11% +490 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares 2,722 $351K 0.11% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 3,758 shares; 2025Q1: 3,758 shares; 2025Q2: 3,092 shares; 2025Q3: 3,092 shares; 2025Q4: 3,605 shares 3,605 $349K 0.11% +513 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 3,234 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares 3,234 $345K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,159 shares; 2025Q1: 1,156 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,144 shares 1,144 $339K 0.1% -11 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 5,861 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,861 shares; 2025Q4: 5,855 shares 5,855 $338K 0.1% -6 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 6,461 shares; 2025Q1: 7,637 shares; 2025Q2: 7,379 shares; 2025Q3: 6,877 shares; 2025Q4: 6,749 shares 6,749 $335K 0.1% -128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: 18,411 shares; 2025Q3: 18,411 shares; 2025Q4: 18,411 shares 18,411 $325K 0.1% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,985 shares; 2024Q4: 39,635 shares; 2025Q1: 46,114 shares; 2025Q2: 10,771 shares; 2025Q3: 3,415 shares; 2025Q4: 3,090 shares 3,090 $325K 0.1% -325 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 4,156 shares; 2025Q1: 4,155 shares; 2025Q2: 3,960 shares; 2025Q3: 3,097 shares; 2025Q4: 2,657 shares 2,657 $320K 0.1% -440 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,667 shares 7,667 $313K 0.09% new Timeline QYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,540 shares; 2025Q4: 11,383 shares 11,383 $310K 0.09% +1,843 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,870 shares 9,870 $310K 0.09% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 5,085 shares; 2025Q1: 5,098 shares; 2025Q2: 5,247 shares; 2025Q3: 6,033 shares; 2025Q4: 5,445 shares 5,445 $308K 0.09% -588 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,031 shares; 2024Q4: 5,576 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,436 shares; 2025Q4: 6,872 shares 6,872 $307K 0.09% +3,436 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,419 shares; 2025Q1: 12,525 shares; 2025Q2: 11,469 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares 11,391 $303K 0.09% 0 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,763 shares; 2025Q3: 9,385 shares; 2025Q4: 9,385 shares 9,385 $296K 0.09% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 7,719 shares; 2025Q1: 7,719 shares; 2025Q2: 7,719 shares; 2025Q3: 7,719 shares; 2025Q4: 7,719 shares 7,719 $296K 0.09% 0 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,326 shares 8,326 $289K 0.09% new Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,452 shares; 2025Q4: 8,393 shares 8,393 $288K 0.09% -59 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 12,082 shares; 2025Q1: 12,082 shares; 2025Q2: 12,276 shares; 2025Q3: 12,276 shares; 2025Q4: 11,660 shares 11,660 $286K 0.09% -616 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 2,903 shares; 2025Q1: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,757 shares; 2025Q4: 1,681 shares 1,681 $284K 0.09% -76 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,309 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares 4,502 $284K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 588 shares; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 632 shares; 2025Q4: 627 shares 627 $282K 0.09% -5 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 4,607 shares; 2025Q1: 4,437 shares; 2025Q2: 3,520 shares; 2025Q3: 3,350 shares; 2025Q4: 3,225 shares 3,225 $280K 0.08% -125 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,948 shares; 2024Q4: 29,944 shares; 2025Q1: 22,986 shares; 2025Q2: 21,374 shares; 2025Q3: 6,635 shares; 2025Q4: 6,269 shares 6,269 $278K 0.08% -366 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares 584 $272K 0.08% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 8,906 shares; 2025Q1: 4,772 shares; 2025Q2: 2,332 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares 2,232 $271K 0.08% 0 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,878 shares; 2024Q4: 6,706 shares; 2025Q1: 6,706 shares; 2025Q2: 6,456 shares; 2025Q3: 6,456 shares; 2025Q4: 6,456 shares 6,456 $267K 0.08% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares 472 $261K 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 825 shares 825 $259K 0.08% -5 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,444 shares; 2024Q4: 7,914 shares; 2025Q1: 4,506 shares; 2025Q2: 4,506 shares; 2025Q3: 3,873 shares; 2025Q4: 3,661 shares 3,661 $254K 0.08% -212 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,737 shares 10,737 $251K 0.08% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,208 shares; 2025Q2: 12,208 shares; 2025Q3: 12,528 shares; 2025Q4: 13,058 shares 13,058 $246K 0.07% +530 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,892 shares; 2025Q4: 6,993 shares 6,993 $245K 0.07% +1,101 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,937 shares; 2025Q2: 8,937 shares; 2025Q3: 8,937 shares; 2025Q4: 8,937 shares 8,937 $245K 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $240K 0.07% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $233K 0.07% 0 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,648 shares; 2025Q4: 5,648 shares 5,648 $225K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,580 shares; 2025Q2: 2,908 shares; 2025Q3: 2,580 shares; 2025Q4: 2,540 shares 2,540 $221K 0.07% -40 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,801 shares 16,801 $221K 0.07% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,885 shares 4,885 $220K 0.07% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 762 shares 762 $219K 0.07% -143 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 9,386 shares; 2025Q1: 9,386 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares; 2025Q4: 7,374 shares 7,374 $214K 0.06% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,856 shares 5,856 $212K 0.06% new Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares 7,150 $212K 0.06% new Timeline NUBURU INC NUBURU INC More: the full row for NUBURU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000 $15.9K <0.01% new