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: 8,023 shares; 2025Q1: 11,992 shares; 2025Q2: 13,336 shares; 2025Q3: 13,943 shares; 2025Q4: 14,588 shares; 2026Q1: 13,745 shares 13,745 $7.93M 2.36% -843 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: 32,287 shares; 2025Q1: 31,063 shares; 2025Q2: 29,397 shares; 2025Q3: 28,460 shares; 2025Q4: 27,483 shares; 2026Q1: 25,779 shares 25,779 $7.58M 2.25% -1,704 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: 28,823 shares; 2025Q1: 29,080 shares; 2025Q2: 29,808 shares; 2025Q3: 30,037 shares; 2025Q4: 28,395 shares; 2026Q1: 28,341 shares 28,341 $7.19M 2.14% -54 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: 28,267 shares; 2025Q1: 29,014 shares; 2025Q2: 29,460 shares; 2025Q3: 30,120 shares; 2025Q4: 28,561 shares; 2026Q1: 25,804 shares 25,804 $6.31M 1.87% -2,757 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: 58,243 shares; 2025Q1: 56,595 shares; 2025Q2: 53,540 shares; 2025Q3: 53,376 shares; 2025Q4: 51,556 shares; 2026Q1: 50,220 shares 50,220 $6.24M 1.85% -1,336 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: 4,651 shares; 2025Q1: 4,998 shares; 2025Q2: 4,968 shares; 2025Q3: 4,724 shares; 2025Q4: 4,674 shares; 2026Q1: 6,653 shares 6,653 $6.12M 1.82% +1,979 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,902 shares; 2025Q1: 30,060 shares; 2025Q2: 29,161 shares; 2025Q3: 29,819 shares; 2025Q4: 28,024 shares; 2026Q1: 24,907 shares 24,907 $6.08M 1.81% -3,117 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,812 shares; 2025Q1: 58,294 shares; 2025Q2: 54,667 shares; 2025Q3: 48,627 shares; 2025Q4: 46,973 shares; 2026Q1: 45,001 shares 45,001 $5.89M 1.75% -1,972 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: 14,695 shares; 2025Q1: 14,883 shares; 2025Q2: 14,679 shares; 2025Q3: 14,537 shares; 2025Q4: 14,272 shares; 2026Q1: 15,363 shares 15,363 $5.69M 1.69% +1,091 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: 27,881 shares; 2025Q1: 23,980 shares; 2025Q2: 24,180 shares; 2025Q3: 20,861 shares; 2025Q4: 18,233 shares; 2026Q1: 17,833 shares 17,833 $5.52M 1.64% -400 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: 16,128 shares; 2025Q1: 16,338 shares; 2025Q2: 15,749 shares; 2025Q3: 15,851 shares; 2025Q4: 15,335 shares; 2026Q1: 15,282 shares 15,282 $5.47M 1.62% -53 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,167 shares; 2025Q1: 16,473 shares; 2025Q2: 16,246 shares; 2025Q3: 16,852 shares; 2025Q4: 16,705 shares; 2026Q1: 16,471 shares 16,471 $5.37M 1.59% -234 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,319 shares; 2025Q1: 18,697 shares; 2025Q2: 19,567 shares; 2025Q3: 19,969 shares; 2025Q4: 19,277 shares; 2026Q1: 16,720 shares 16,720 $5.32M 1.58% -2,557 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,787 shares; 2025Q1: 17,840 shares; 2025Q2: 17,249 shares; 2025Q3: 17,834 shares; 2025Q4: 17,785 shares; 2026Q1: 17,616 shares 17,616 $5.2M 1.55% -169 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: 13,879 shares; 2025Q1: 13,954 shares; 2025Q2: 14,555 shares; 2025Q3: 14,856 shares; 2025Q4: 15,256 shares; 2026Q1: 15,653 shares 15,653 $5.15M 1.53% +397 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: 99,845 shares; 2025Q1: 103,995 shares; 2025Q2: 105,932 shares; 2025Q3: 110,207 shares; 2025Q4: 112,836 shares; 2026Q1: 99,683 shares 99,683 $5M 1.49% -13,153 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: 14,627 shares; 2025Q1: 14,746 shares; 2025Q2: 15,381 shares; 2025Q3: 15,928 shares; 2025Q4: 16,566 shares; 2026Q1: 16,859 shares 16,859 $4.9M 1.46% +293 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,165 shares; 2025Q1: 11,079 shares; 2025Q2: 10,893 shares; 2025Q3: 11,177 shares; 2025Q4: 11,202 shares; 2026Q1: 11,255 shares 11,255 $4.88M 1.45% +53 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: 17,118 shares; 2025Q1: 17,378 shares; 2025Q2: 18,105 shares; 2025Q3: 18,856 shares; 2025Q4: 19,285 shares; 2026Q1: 19,316 shares 19,316 $4.69M 1.39% +31 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: 1,291 shares; 2025Q1: 1,292 shares; 2025Q2: 18,657 shares; 2025Q3: 22,801 shares; 2025Q4: 21,187 shares; 2026Q1: 21,139 shares 21,139 $4.6M 1.37% -48 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,781 shares; 2025Q1: 122,477 shares; 2025Q2: 125,729 shares; 2025Q3: 127,355 shares; 2025Q4: 128,118 shares; 2026Q1: 132,250 shares 132,250 $4.29M 1.28% +4,132 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: 1,369 shares; 2025Q1: 4,671 shares; 2025Q2: 5,947 shares; 2025Q3: 6,403 shares; 2025Q4: 6,672 shares; 2026Q1: 6,535 shares 6,535 $4.25M 1.26% -137 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,344 shares; 2025Q1: 49,258 shares; 2025Q2: 54,290 shares; 2025Q3: 56,653 shares; 2025Q4: 58,013 shares; 2026Q1: 64,477 shares 64,477 $4.14M 1.23% +6,464 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: 4,815 shares; 2025Q3: 4,950 shares; 2025Q4: 4,837 shares; 2026Q1: 4,645 shares 4,645 $4.05M 1.2% -192 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,870 shares; 2025Q1: 109,831 shares; 2025Q2: 118,329 shares; 2025Q3: 124,221 shares; 2025Q4: 136,100 shares; 2026Q1: 140,734 shares 140,734 $4.04M 1.2% +4,634 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: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 984 shares; 2025Q4: 7,311 shares; 2026Q1: 7,259 shares 7,259 $3.91M 1.16% -52 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,742 shares; 2026Q1: 34,307 shares 34,307 $3.85M 1.15% +1,565 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: 15,013 shares; 2025Q1: 14,472 shares; 2025Q2: 14,899 shares; 2025Q3: 14,201 shares; 2025Q4: 13,320 shares; 2026Q1: 12,775 shares 12,775 $3.67M 1.09% -545 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,010 shares; 2025Q1: 113,464 shares; 2025Q2: 111,912 shares; 2025Q3: 110,028 shares; 2025Q4: 94,306 shares; 2026Q1: 93,416 shares 93,416 $3.64M 1.08% -890 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,998 shares; 2025Q1: 87,409 shares; 2025Q2: 88,028 shares; 2025Q3: 91,524 shares; 2025Q4: 94,494 shares; 2026Q1: 107,260 shares 107,260 $3.59M 1.07% +12,766 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: 15,546 shares; 2025Q1: 15,583 shares; 2025Q2: 14,955 shares; 2025Q3: 15,888 shares; 2025Q4: 15,921 shares; 2026Q1: 16,545 shares 16,545 $3.45M 1.02% +624 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: 2,693 shares; 2025Q3: 9,509 shares; 2025Q4: 10,683 shares; 2026Q1: 13,874 shares 13,874 $3.44M 1.02% +3,191 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,404 shares; 2025Q1: 13,260 shares; 2025Q2: 15,050 shares; 2025Q3: 15,825 shares; 2025Q4: 16,631 shares; 2026Q1: 16,681 shares 16,681 $3.3M 0.98% +50 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: 14,955 shares; 2025Q1: 16,921 shares; 2025Q2: 20,576 shares; 2025Q3: 17,917 shares; 2025Q4: 15,880 shares; 2026Q1: 15,920 shares 15,920 $3.24M 0.96% +40 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: 94,376 shares; 2025Q1: 87,523 shares; 2025Q2: 87,523 shares; 2025Q3: 86,776 shares; 2025Q4: 79,960 shares; 2026Q1: 77,688 shares 77,688 $3.17M 0.94% -2,272 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,912 shares; 2025Q1: 15,180 shares; 2025Q2: 14,521 shares; 2025Q3: 15,019 shares; 2025Q4: 15,877 shares; 2026Q1: 15,887 shares 15,887 $3.11M 0.93% +10 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,141 shares; 2025Q1: 42,597 shares; 2025Q2: 47,821 shares; 2025Q3: 51,927 shares; 2025Q4: 57,582 shares; 2026Q1: 63,533 shares 63,533 $2.98M 0.89% +5,951 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,470 shares; 2025Q1: 20,054 shares; 2025Q2: 19,888 shares; 2025Q3: 19,377 shares; 2025Q4: 17,397 shares; 2026Q1: 17,794 shares 17,794 $2.93M 0.87% +397 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,934 shares; 2025Q1: 4,838 shares; 2025Q2: 5,583 shares; 2025Q3: 5,459 shares; 2025Q4: 10,868 shares; 2026Q1: 16,656 shares 16,656 $2.9M 0.86% +5,788 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,684 shares; 2025Q4: 60,058 shares; 2026Q1: 59,351 shares 59,351 $2.77M 0.82% -707 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,439 shares; 2025Q1: 53,817 shares; 2025Q2: 53,222 shares; 2025Q3: 54,241 shares; 2025Q4: 54,605 shares; 2026Q1: 54,056 shares 54,056 $2.75M 0.82% -549 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,539 shares; 2025Q1: 47,621 shares; 2025Q2: 46,920 shares; 2025Q3: 77,779 shares; 2025Q4: 78,466 shares; 2026Q1: 79,823 shares 79,823 $2.72M 0.81% +1,357 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,766 shares; 2025Q1: 13,756 shares; 2025Q2: 12,066 shares; 2025Q3: 12,330 shares; 2025Q4: 12,697 shares; 2026Q1: 13,032 shares 13,032 $2.7M 0.8% +335 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,628 shares; 2025Q1: 26,932 shares; 2025Q2: 30,455 shares; 2025Q3: 31,709 shares; 2025Q4: 32,448 shares; 2026Q1: 33,129 shares 33,129 $2.65M 0.79% +681 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,898 shares; 2025Q1: 7,943 shares; 2025Q2: 6,315 shares; 2025Q3: 6,274 shares; 2025Q4: 6,177 shares; 2026Q1: 6,331 shares 6,331 $2.64M 0.78% +154 Timeline QGRW 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: 43,008 shares; 2025Q1: 42,619 shares; 2025Q2: 41,449 shares; 2025Q3: 45,368 shares; 2025Q4: 46,422 shares; 2026Q1: 48,093 shares 48,093 $2.57M 0.76% +1,671 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,251 shares; 2025Q1: 9,998 shares; 2025Q2: 14,021 shares; 2025Q3: 14,197 shares; 2025Q4: 13,136 shares; 2026Q1: 14,494 shares 14,494 $2.47M 0.73% +1,358 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,399 shares; 2025Q1: 10,050 shares; 2025Q2: 10,880 shares; 2025Q3: 11,203 shares; 2025Q4: 11,721 shares; 2026Q1: 12,084 shares 12,084 $2.38M 0.71% +363 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,509 shares 30,509 $2.35M 0.7% new 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: 5,905 shares; 2025Q1: 5,551 shares; 2025Q2: 3,901 shares; 2025Q3: 3,795 shares; 2025Q4: 3,908 shares; 2026Q1: 4,051 shares 4,051 $2.32M 0.69% +143 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,456 shares; 2025Q1: 9,616 shares; 2025Q2: 9,867 shares; 2025Q3: 10,098 shares; 2025Q4: 10,203 shares; 2026Q1: 10,473 shares 10,473 $2.32M 0.69% +270 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,487 shares; 2025Q2: 7,294 shares; 2025Q3: 7,406 shares; 2025Q4: 7,785 shares; 2026Q1: 8,188 shares 8,188 $2.28M 0.68% +403 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 19,100 shares 19,100 $2.26M 0.67% new 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: 3,450 shares; 2025Q1: 3,452 shares; 2025Q2: 3,417 shares; 2025Q3: 3,393 shares; 2025Q4: 3,321 shares; 2026Q1: 3,278 shares 3,278 $2.24M 0.66% -43 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,676 shares; 2025Q1: 36,819 shares; 2025Q2: 36,574 shares; 2025Q3: 39,274 shares; 2025Q4: 40,516 shares; 2026Q1: 44,117 shares 44,117 $2.18M 0.65% +3,601 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,744 shares; 2025Q1: 4,829 shares; 2025Q2: 4,770 shares; 2025Q3: 4,719 shares; 2025Q4: 4,926 shares; 2026Q1: 5,116 shares 5,116 $2.18M 0.65% +190 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: 30,708 shares; 2025Q1: 30,590 shares; 2025Q2: 29,987 shares; 2025Q3: 23,335 shares; 2025Q4: 24,810 shares; 2026Q1: 20,240 shares 20,240 $2.15M 0.64% -4,570 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: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 7,615 shares 7,615 $2.13M 0.63% +6,395 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,028 shares; 2025Q1: 40,570 shares; 2025Q2: 47,515 shares; 2025Q3: 59,497 shares; 2025Q4: 69,722 shares; 2026Q1: 80,694 shares 80,694 $2.12M 0.63% +10,972 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 3,260 shares; 2025Q3: 4,643 shares; 2025Q4: 4,974 shares; 2026Q1: 5,235 shares 5,235 $2.08M 0.62% +261 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: 9,922 shares; 2025Q1: 9,970 shares; 2025Q2: 9,855 shares; 2025Q3: 9,930 shares; 2025Q4: 9,924 shares; 2026Q1: 9,560 shares 9,560 $2.06M 0.61% -364 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,965 shares; 2025Q1: 46,690 shares; 2025Q2: 48,781 shares; 2025Q3: 48,297 shares; 2025Q4: 48,285 shares; 2026Q1: 23,215 shares 23,215 $2.01M 0.6% -25,070 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: 19,292 shares; 2025Q1: 18,963 shares; 2025Q2: 18,480 shares; 2025Q3: 19,785 shares; 2025Q4: 19,775 shares; 2026Q1: 20,706 shares 20,706 $2M 0.59% +931 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,504 shares; 2025Q1: 15,229 shares; 2025Q2: 22,881 shares; 2025Q3: 42,510 shares; 2025Q4: 43,587 shares; 2026Q1: 43,153 shares 43,153 $2M 0.59% -434 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: 7,909 shares; 2025Q1: 8,055 shares; 2025Q2: 8,621 shares; 2025Q3: 8,695 shares; 2025Q4: 9,348 shares; 2026Q1: 10,552 shares 10,552 $1.97M 0.59% +1,204 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: 10,327 shares; 2025Q1: 10,511 shares; 2025Q2: 10,796 shares; 2025Q3: 10,670 shares; 2025Q4: 11,037 shares; 2026Q1: 9,509 shares 9,509 $1.97M 0.58% -1,528 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,298 shares; 2025Q3: 48,908 shares; 2025Q4: 55,310 shares; 2026Q1: 61,035 shares 61,035 $1.95M 0.58% +5,725 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,383 shares; 2025Q1: 12,624 shares; 2025Q2: 21,082 shares; 2025Q3: 23,548 shares; 2025Q4: 28,861 shares; 2026Q1: 30,592 shares 30,592 $1.92M 0.57% +1,731 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,427 shares; 2025Q1: 22,313 shares; 2025Q2: 20,096 shares; 2025Q3: 20,029 shares; 2025Q4: 19,144 shares; 2026Q1: 11,569 shares 11,569 $1.85M 0.55% -7,575 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: 28,807 shares; 2025Q1: 27,611 shares; 2025Q2: 28,146 shares; 2025Q3: 24,923 shares; 2025Q4: 23,714 shares; 2026Q1: 23,454 shares 23,454 $1.82M 0.54% -260 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: 7,451 shares; 2025Q1: 7,047 shares; 2025Q2: 7,055 shares; 2025Q3: 7,300 shares; 2025Q4: 7,955 shares; 2026Q1: 7,861 shares 7,861 $1.78M 0.53% -94 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: 7,676 shares; 2025Q1: 7,491 shares; 2025Q2: 7,186 shares; 2025Q3: 7,182 shares; 2025Q4: 7,307 shares; 2026Q1: 7,422 shares 7,422 $1.71M 0.51% +115 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: 6,288 shares; 2025Q1: 6,508 shares; 2025Q2: 7,037 shares; 2025Q3: 6,885 shares; 2025Q4: 6,893 shares; 2026Q1: 7,013 shares 7,013 $1.66M 0.49% +120 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,128 shares; 2025Q1: 13,754 shares; 2025Q2: 13,768 shares; 2025Q3: 15,118 shares; 2025Q4: 15,795 shares; 2026Q1: 18,470 shares 18,470 $1.62M 0.48% +2,675 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,362 shares 28,362 $1.6M 0.48% new 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: 35,739 shares; 2025Q1: 35,761 shares; 2025Q2: 35,237 shares; 2025Q3: 35,198 shares; 2025Q4: 34,891 shares; 2026Q1: 33,821 shares 33,821 $1.59M 0.47% -1,070 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,707 shares; 2025Q2: 9,085 shares; 2025Q3: 9,035 shares; 2025Q4: 8,841 shares; 2026Q1: 36,948 shares 36,948 $1.57M 0.47% +28,107 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,833 shares 7,833 $1.54M 0.46% new 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: 9,466 shares; 2025Q1: 9,214 shares; 2025Q2: 8,870 shares; 2025Q3: 9,326 shares; 2025Q4: 9,841 shares; 2026Q1: 10,693 shares 10,693 $1.54M 0.46% +852 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: 8,479 shares; 2025Q1: 9,346 shares; 2025Q2: 9,294 shares; 2025Q3: 9,692 shares; 2025Q4: 9,791 shares; 2026Q1: 9,780 shares 9,780 $1.52M 0.45% -11 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,482 shares; 2025Q1: 4,518 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,496 shares; 2026Q1: 4,496 shares 4,496 $1.48M 0.44% 0 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: 4,870 shares; 2025Q1: 4,819 shares; 2025Q2: 4,756 shares; 2025Q3: 4,766 shares; 2025Q4: 4,724 shares; 2026Q1: 4,738 shares 4,738 $1.47M 0.44% +14 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: 16,553 shares; 2025Q1: 16,726 shares; 2025Q2: 15,997 shares; 2025Q3: 15,949 shares; 2025Q4: 15,802 shares; 2026Q1: 15,728 shares 15,728 $1.46M 0.43% -74 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: 4,466 shares; 2025Q1: 4,447 shares; 2025Q2: 4,394 shares; 2025Q3: 4,324 shares; 2025Q4: 4,150 shares; 2026Q1: 4,082 shares 4,082 $1.44M 0.43% -68 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: 22,444 shares; 2025Q1: 21,499 shares; 2025Q2: 21,871 shares; 2025Q3: 22,853 shares; 2025Q4: 25,552 shares; 2026Q1: 23,222 shares 23,222 $1.41M 0.42% -2,330 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,751 shares; 2025Q2: 7,888 shares; 2025Q3: 37,588 shares; 2025Q4: 38,622 shares; 2026Q1: 41,338 shares 41,338 $1.39M 0.41% +2,716 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: 8,227 shares; 2025Q1: 7,825 shares; 2025Q2: 7,034 shares; 2025Q3: 7,159 shares; 2025Q4: 7,395 shares; 2026Q1: 4,609 shares 4,609 $1.39M 0.41% -2,786 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: 51,776 shares; 2025Q1: 51,096 shares; 2025Q2: 44,001 shares; 2025Q3: 27,361 shares; 2025Q4: 22,702 shares; 2026Q1: 21,988 shares 21,988 $1.38M 0.41% -714 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,718 shares; 2025Q1: 8,636 shares; 2025Q2: 8,578 shares; 2025Q3: 8,527 shares; 2025Q4: 9,561 shares; 2026Q1: 10,200 shares 10,200 $1.34M 0.4% +639 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: 18,607 shares; 2025Q1: 18,986 shares; 2025Q2: 19,043 shares; 2025Q3: 22,730 shares; 2025Q4: 24,024 shares; 2026Q1: 25,323 shares 25,323 $1.27M 0.38% +1,299 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: 16,882 shares; 2025Q1: 16,608 shares; 2025Q2: 15,510 shares; 2025Q3: 16,280 shares; 2025Q4: 16,207 shares; 2026Q1: 16,519 shares 16,519 $1.26M 0.37% +312 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,266 shares; 2025Q1: 9,891 shares; 2025Q2: 10,026 shares; 2025Q3: 9,855 shares; 2025Q4: 9,454 shares; 2026Q1: 9,457 shares 9,457 $1.24M 0.37% +3 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: 12,000 shares; 2025Q1: 11,119 shares; 2025Q2: 10,000 shares; 2025Q3: 10,410 shares; 2025Q4: 10,528 shares; 2026Q1: 11,939 shares 11,939 $1.23M 0.36% +1,411 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 2,364 shares; 2025Q2: 2,357 shares; 2025Q3: 2,348 shares; 2025Q4: 2,397 shares; 2026Q1: 2,426 shares 2,426 $1.2M 0.36% +29 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,388 shares; 2025Q1: 5,277 shares; 2025Q2: 5,087 shares; 2025Q3: 4,726 shares; 2025Q4: 5,435 shares; 2026Q1: 6,461 shares 6,461 $1.18M 0.35% +1,026 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,873 shares 8,873 $1.12M 0.33% new 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: 7,282 shares; 2025Q1: 7,452 shares; 2025Q2: 7,584 shares; 2025Q3: 7,713 shares; 2025Q4: 7,660 shares; 2026Q1: 8,704 shares 8,704 $1.12M 0.33% +1,044 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,842 shares; 2025Q1: 5,742 shares; 2025Q2: 5,815 shares; 2025Q3: 5,628 shares; 2025Q4: 5,628 shares; 2026Q1: 5,628 shares 5,628 $1.12M 0.33% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,478 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 9,737 shares; 2025Q4: 12,027 shares; 2026Q1: 11,214 shares 11,214 $1.1M 0.33% -813 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: 13,842 shares; 2025Q1: 14,294 shares; 2025Q2: 14,076 shares; 2025Q3: 14,906 shares; 2025Q4: 15,736 shares; 2026Q1: 15,581 shares 15,581 $1.06M 0.32% -155 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,413 shares; 2025Q1: 24,748 shares; 2025Q2: 24,530 shares; 2025Q3: 24,797 shares; 2025Q4: 22,230 shares; 2026Q1: 22,775 shares 22,775 $1.05M 0.31% +545 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,274 shares; 2025Q1: 10,860 shares; 2025Q2: 9,829 shares; 2025Q3: 10,944 shares; 2025Q4: 11,496 shares; 2026Q1: 12,307 shares 12,307 $1M 0.3% +811 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: 5,637 shares; 2025Q1: 5,714 shares; 2025Q2: 5,625 shares; 2025Q3: 5,729 shares; 2025Q4: 6,500 shares; 2026Q1: 9,904 shares 9,904 $955K 0.28% +3,404 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: not reported; 2025Q1: 23,522 shares; 2025Q2: 23,506 shares; 2025Q3: 23,506 shares; 2025Q4: 23,506 shares; 2026Q1: 25,210 shares 25,210 $915K 0.27% +1,704 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,005 shares; 2025Q2: 16,604 shares; 2025Q3: 20,362 shares; 2025Q4: 19,997 shares; 2026Q1: 27,147 shares 27,147 $853K 0.25% +7,150 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: 1,510 shares; 2025Q1: 1,483 shares; 2025Q2: 1,496 shares; 2025Q3: 1,397 shares; 2025Q4: 1,195 shares; 2026Q1: 1,196 shares 1,196 $847K 0.25% +1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,993 shares; 2025Q2: 22,954 shares; 2025Q3: 22,881 shares; 2025Q4: 28,212 shares; 2026Q1: 29,304 shares 29,304 $829K 0.25% +1,092 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,375 shares; 2025Q1: 4,320 shares; 2025Q2: 4,802 shares; 2025Q3: 4,954 shares; 2025Q4: 4,954 shares; 2026Q1: 4,954 shares 4,954 $821K 0.24% 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: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,396 shares; 2025Q3: 1,352 shares; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares 1,329 $803K 0.24% 0 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: 4,484 shares; 2025Q1: 4,483 shares; 2025Q2: 4,294 shares; 2025Q3: 4,294 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares 4,094 $790K 0.23% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,225 shares; 2025Q1: 43,967 shares; 2025Q2: 43,653 shares; 2025Q3: 42,504 shares; 2025Q4: 40,350 shares; 2026Q1: 39,446 shares 39,446 $770K 0.23% -904 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,274 shares; 2025Q1: 18,406 shares; 2025Q2: 17,957 shares; 2025Q3: 17,975 shares; 2025Q4: 17,271 shares; 2026Q1: 17,569 shares 17,569 $766K 0.23% +298 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,114 shares; 2025Q2: 7,154 shares; 2025Q3: 7,351 shares; 2025Q4: 7,244 shares; 2026Q1: 6,927 shares 6,927 $748K 0.22% -317 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,839 shares; 2025Q2: 21,625 shares; 2025Q3: 21,625 shares; 2025Q4: 21,625 shares; 2026Q1: 34,454 shares 34,454 $742K 0.22% +12,829 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,258 shares; 2025Q1: 39,795 shares; 2025Q2: 40,410 shares; 2025Q3: 39,421 shares; 2025Q4: 37,436 shares; 2026Q1: 36,639 shares 36,639 $719K 0.21% -797 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: 11,365 shares; 2025Q1: 10,165 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 9,757 shares; 2026Q1: 10,549 shares 10,549 $719K 0.21% +792 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,586 shares; 2025Q1: 5,608 shares; 2025Q2: 5,608 shares; 2025Q3: 5,614 shares; 2025Q4: 5,614 shares; 2026Q1: 5,614 shares 5,614 $701K 0.21% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: 3,474 shares; 2025Q4: 3,474 shares; 2026Q1: 3,474 shares 3,474 $687K 0.2% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,281 shares; 2025Q1: 20,399 shares; 2025Q2: 20,222 shares; 2025Q3: 19,858 shares; 2025Q4: 19,825 shares; 2026Q1: 19,480 shares 19,480 $686K 0.2% -345 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,011 shares; 2025Q1: 6,651 shares; 2025Q2: 6,367 shares; 2025Q3: 2,635 shares; 2025Q4: 2,492 shares; 2026Q1: 2,125 shares 2,125 $676K 0.2% -367 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: 2,117 shares; 2025Q1: 2,091 shares; 2025Q2: 2,065 shares; 2025Q3: 2,048 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $667K 0.2% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,737 shares; 2026Q1: 28,820 shares 28,820 $657K 0.2% +18,083 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: 4,378 shares; 2025Q1: 4,388 shares; 2025Q2: 4,404 shares; 2025Q3: 4,404 shares; 2025Q4: 4,199 shares; 2026Q1: 4,199 shares 4,199 $618K 0.18% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,544 shares; 2025Q2: 19,945 shares; 2025Q3: 19,945 shares; 2025Q4: 18,831 shares; 2026Q1: 14,421 shares 14,421 $598K 0.18% -4,410 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,016 shares; 2025Q4: 22,016 shares; 2026Q1: 22,016 shares 22,016 $586K 0.17% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,452 shares; 2025Q4: 8,393 shares; 2026Q1: 17,382 shares 17,382 $585K 0.17% +8,989 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,667 shares; 2026Q1: 14,694 shares 14,694 $573K 0.17% +7,027 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,911 shares; 2025Q1: 28,131 shares; 2025Q2: 28,131 shares; 2025Q3: 28,276 shares; 2025Q4: 27,770 shares; 2026Q1: 27,310 shares 27,310 $558K 0.17% -460 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,715 shares; 2025Q2: 3,941 shares; 2025Q3: 4,652 shares; 2025Q4: 4,787 shares; 2026Q1: 4,839 shares 4,839 $536K 0.16% +52 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,307 shares; 2025Q1: 11,307 shares; 2025Q2: 11,307 shares; 2025Q3: 10,794 shares; 2025Q4: 10,794 shares; 2026Q1: 10,429 shares 10,429 $508K 0.15% -365 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: 2,487 shares; 2025Q1: 2,436 shares; 2025Q2: 2,471 shares; 2025Q3: 2,446 shares; 2025Q4: 3,805 shares; 2026Q1: 3,756 shares 3,756 $499K 0.15% -49 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: 2,996 shares; 2025Q1: 2,657 shares; 2025Q2: 2,655 shares; 2025Q3: 2,120 shares; 2025Q4: 2,095 shares; 2026Q1: 1,545 shares 1,545 $496K 0.15% -550 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,245 shares; 2025Q1: 11,509 shares; 2025Q2: 10,299 shares; 2025Q3: 7,097 shares; 2025Q4: 6,468 shares; 2026Q1: 5,157 shares 5,157 $488K 0.14% -1,311 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,758 shares; 2025Q1: 3,758 shares; 2025Q2: 3,092 shares; 2025Q3: 3,092 shares; 2025Q4: 3,605 shares; 2026Q1: 5,104 shares 5,104 $478K 0.14% +1,499 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,763 shares; 2025Q3: 9,385 shares; 2025Q4: 9,385 shares; 2026Q1: 15,138 shares 15,138 $473K 0.14% +5,753 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,713 shares; 2025Q2: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 1,386 shares 1,386 $456K 0.14% -732 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: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,017 shares; 2026Q1: 4,017 shares 4,017 $455K 0.14% 0 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: 4,156 shares; 2025Q1: 4,155 shares; 2025Q2: 3,960 shares; 2025Q3: 3,097 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares 2,657 $451K 0.13% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,984 shares; 2025Q1: 10,476 shares; 2025Q2: 9,329 shares; 2025Q3: 6,664 shares; 2025Q4: 6,514 shares; 2026Q1: 4,640 shares 4,640 $448K 0.13% -1,874 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: 1,652 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,279 shares 1,279 $432K 0.13% -583 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,540 shares; 2025Q3: 11,133 shares; 2025Q4: 11,296 shares; 2026Q1: 11,296 shares 11,296 $423K 0.13% 0 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: not reported; 2026Q1: 8,913 shares 8,913 $414K 0.12% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,952 shares; 2025Q1: 15,952 shares; 2025Q2: 15,952 shares; 2025Q3: 15,952 shares; 2025Q4: 16,172 shares; 2026Q1: 16,172 shares 16,172 $413K 0.12% 0 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,492 shares; 2025Q1: 12,492 shares; 2025Q2: 10,153 shares; 2025Q3: 10,153 shares; 2025Q4: 18,355 shares; 2026Q1: 18,446 shares 18,446 $406K 0.12% +91 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: 5,576 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,436 shares; 2025Q4: 6,872 shares; 2026Q1: 6,596 shares 6,596 $404K 0.12% -276 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: 8,687 shares; 2025Q1: 8,687 shares; 2025Q2: 8,687 shares; 2025Q3: 8,687 shares; 2025Q4: 8,687 shares; 2026Q1: 8,687 shares 8,687 $401K 0.12% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares; 2026Q1: 2,722 shares 2,722 $398K 0.12% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,001 shares; 2025Q2: 8,180 shares; 2025Q3: 8,876 shares; 2025Q4: 8,298 shares; 2026Q1: 7,914 shares 7,914 $391K 0.12% -384 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: 5,861 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,861 shares; 2025Q4: 5,855 shares; 2026Q1: 5,855 shares 5,855 $386K 0.11% 0 Timeline DHS 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: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 3,483 shares; 2026Q1: 3,483 shares 3,483 $380K 0.11% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,635 shares; 2025Q1: 46,114 shares; 2025Q2: 10,771 shares; 2025Q3: 3,415 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares 3,090 $372K 0.11% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 472 shares 472 $344K 0.1% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,234 shares; 2025Q1: 3,234 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares 3,234 $342K 0.1% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,937 shares; 2025Q2: 8,937 shares; 2025Q3: 8,937 shares; 2025Q4: 8,937 shares; 2026Q1: 12,399 shares 12,399 $338K 0.1% +3,462 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,557 shares; 2025Q4: 7,275 shares; 2026Q1: 6,663 shares 6,663 $336K 0.1% -612 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares 584 $329K 0.1% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: 18,411 shares; 2025Q3: 18,411 shares; 2025Q4: 18,411 shares; 2026Q1: 18,411 shares 18,411 $316K 0.09% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,085 shares; 2025Q1: 5,098 shares; 2025Q2: 5,247 shares; 2025Q3: 6,033 shares; 2025Q4: 5,445 shares; 2026Q1: 5,444 shares 5,444 $313K 0.09% -1 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,719 shares; 2025Q1: 7,719 shares; 2025Q2: 7,719 shares; 2025Q3: 7,719 shares; 2025Q4: 7,719 shares; 2026Q1: 7,719 shares 7,719 $304K 0.09% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,461 shares; 2025Q1: 7,637 shares; 2025Q2: 7,379 shares; 2025Q3: 6,877 shares; 2025Q4: 6,749 shares; 2026Q1: 6,140 shares 6,140 $304K 0.09% -609 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,419 shares; 2025Q1: 12,525 shares; 2025Q2: 11,469 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares; 2026Q1: 11,391 shares 11,391 $301K 0.09% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,870 shares; 2026Q1: 9,870 shares 9,870 $299K 0.09% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,540 shares; 2025Q4: 11,383 shares; 2026Q1: 11,383 shares 11,383 $295K 0.09% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,150 shares; 2026Q1: 10,097 shares 10,097 $293K 0.09% +2,947 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: 9,309 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 4,502 shares; 2025Q4: 4,502 shares; 2026Q1: 4,502 shares 4,502 $288K 0.09% 0 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: 2,903 shares; 2025Q1: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,757 shares; 2025Q4: 1,681 shares; 2026Q1: 1,681 shares 1,681 $284K 0.08% 0 Timeline LQDW 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: 12,082 shares; 2025Q1: 12,082 shares; 2025Q2: 12,276 shares; 2025Q3: 12,276 shares; 2025Q4: 11,660 shares; 2026Q1: 11,660 shares 11,660 $282K 0.08% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,159 shares; 2025Q1: 1,156 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares 1,144 $277K 0.08% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,326 shares; 2026Q1: 8,112 shares 8,112 $274K 0.08% -214 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,944 shares; 2025Q1: 22,986 shares; 2025Q2: 21,374 shares; 2025Q3: 6,635 shares; 2025Q4: 6,269 shares; 2026Q1: 6,077 shares 6,077 $273K 0.08% -192 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $267K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,017 shares 2,017 $266K 0.08% new 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,706 shares; 2025Q1: 6,706 shares; 2025Q2: 6,456 shares; 2025Q3: 6,456 shares; 2025Q4: 6,456 shares; 2026Q1: 6,456 shares 6,456 $265K 0.08% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,687 shares; 2025Q2: 23,521 shares; 2025Q3: 23,028 shares; 2025Q4: 22,942 shares; 2026Q1: 5,401 shares 5,401 $256K 0.08% -17,541 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 825 shares; 2026Q1: 885 shares 885 $254K 0.08% +60 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,914 shares; 2025Q1: 4,506 shares; 2025Q2: 4,506 shares; 2025Q3: 3,873 shares; 2025Q4: 3,661 shares; 2026Q1: 3,661 shares 3,661 $251K 0.07% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,196 shares; 2025Q2: 21,139 shares; 2025Q3: 21,139 shares; 2025Q4: 21,139 shares; 2026Q1: 11,284 shares 11,284 $250K 0.07% -9,855 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,906 shares; 2025Q1: 4,772 shares; 2025Q2: 2,332 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 1,817 shares 1,817 $247K 0.07% -415 Timeline ZMAR 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: 8,926 shares 8,926 $246K 0.07% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,480 shares; 2025Q1: 2,580 shares; 2025Q2: 2,908 shares; 2025Q3: 2,580 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares 2,540 $245K 0.07% 0 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,208 shares; 2025Q2: 12,208 shares; 2025Q3: 12,528 shares; 2025Q4: 13,058 shares; 2026Q1: 12,557 shares 12,557 $234K 0.07% -501 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: 588 shares; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 632 shares; 2025Q4: 627 shares; 2026Q1: 626 shares 626 $233K 0.07% -1 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,648 shares; 2025Q4: 5,648 shares; 2026Q1: 5,648 shares 5,648 $222K 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares 1,501 $218K 0.06% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,885 shares; 2026Q1: 4,774 shares 4,774 $211K 0.06% -111 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares 2,495 $211K 0.06% 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 762 shares; 2026Q1: 759 shares 759 $207K 0.06% -3 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,703 shares; 2025Q1: 9,398 shares; 2025Q2: 12,787 shares; 2025Q3: 13,524 shares; 2025Q4: 14,105 shares; 2026Q1: 3,261 shares 3,261 $204K 0.06% -10,844 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,386 shares; 2025Q1: 9,386 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares; 2025Q4: 7,374 shares; 2026Q1: 6,997 shares 6,997 $203K 0.06% -377 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,460 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: not reported; 2026Q1: 1,223 shares 1,223 $202K 0.06% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $202K 0.06% new Timeline BURU NUBURU INC More: the full row for NUBURU 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: 20,040 shares 20,040 $3.55K <0.01% new Timeline