SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,112 shares; 2024Q4: 338,471 shares; 2025Q1: 339,486 shares; 2025Q2: 356,247 shares; 2025Q3: 368,769 shares 368,769 $38.5M 21.01% +12,522 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,240 shares; 2024Q4: 30,874 shares; 2025Q1: 33,362 shares; 2025Q2: 35,977 shares; 2025Q3: 38,422 shares 38,422 $25.7M 14.02% +2,445 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,460 shares; 2024Q4: 303,822 shares; 2025Q1: 309,963 shares; 2025Q2: 333,034 shares; 2025Q3: 357,542 shares 357,542 $19.8M 10.78% +24,508 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,108 shares; 2024Q4: 16,539 shares; 2025Q1: 28,234 shares; 2025Q2: 29,818 shares; 2025Q3: 31,558 shares 31,558 $18.9M 10.33% +1,740 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,882 shares; 2024Q4: 313,264 shares; 2025Q1: 252,222 shares; 2025Q2: 261,352 shares; 2025Q3: 279,660 shares 279,660 $12.9M 7.05% +18,308 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,655 shares; 2024Q4: 131,743 shares; 2025Q1: 141,022 shares; 2025Q2: 144,923 shares; 2025Q3: 148,793 shares 148,793 $9.71M 5.29% +3,870 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,189 shares; 2024Q4: 98,264 shares; 2025Q1: 72,942 shares; 2025Q2: 74,147 shares; 2025Q3: 76,912 shares 76,912 $7.71M 4.2% +2,765 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,963 shares; 2024Q4: 367,673 shares; 2025Q1: 315,193 shares; 2025Q2: 313,152 shares; 2025Q3: 297,073 shares 297,073 $7.68M 4.19% -16,079 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,176 shares; 2024Q4: 25,176 shares; 2025Q1: 25,408 shares; 2025Q2: 25,408 shares; 2025Q3: 24,363 shares 24,363 $6.87M 3.74% -1,045 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,342 shares; 2024Q4: 92,862 shares; 2025Q1: 74,100 shares; 2025Q2: 74,182 shares; 2025Q3: 71,072 shares 71,072 $3.29M 1.79% -3,110 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,400 shares; 2024Q4: 49,484 shares; 2025Q1: 49,235 shares; 2025Q2: 50,227 shares; 2025Q3: 50,031 shares 50,031 $2.86M 1.56% -196 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,110 shares; 2024Q4: 62,639 shares; 2025Q1: 57,248 shares; 2025Q2: 56,566 shares; 2025Q3: 53,344 shares 53,344 $2.53M 1.38% -3,222 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,903 shares; 2024Q4: 26,903 shares; 2025Q1: 26,903 shares; 2025Q2: 26,903 shares; 2025Q3: 26,903 shares 26,903 $1.94M 1.06% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,518 shares; 2024Q4: 17,520 shares; 2025Q1: 17,571 shares; 2025Q2: 18,033 shares; 2025Q3: 18,032 shares 18,032 $1.65M 0.9% -1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 10,378 shares; 2025Q1: 10,191 shares; 2025Q2: 10,191 shares; 2025Q3: 9,673 shares 9,673 $1.35M 0.74% -518 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,812 shares; 2024Q4: 13,622 shares; 2025Q1: 8,443 shares; 2025Q2: 10,017 shares; 2025Q3: 11,399 shares 11,399 $1.35M 0.74% +1,382 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,034 shares; 2024Q4: 63,034 shares; 2025Q1: 49,524 shares; 2025Q2: 46,554 shares; 2025Q3: 45,864 shares 45,864 $1.34M 0.73% -690 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 11,285 shares; 2025Q1: 13,057 shares; 2025Q2: 15,758 shares; 2025Q3: 19,955 shares 19,955 $1.17M 0.64% +4,197 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 5,540 shares; 2025Q1: 5,577 shares; 2025Q2: 6,140 shares; 2025Q3: 6,183 shares 6,183 $1.15M 0.63% +43 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 8,050 shares; 2025Q1: 8,352 shares; 2025Q2: 8,352 shares; 2025Q3: 8,350 shares 8,350 $1.13M 0.62% -2 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,240 shares; 2025Q1: 3,195 shares; 2025Q2: 3,166 shares; 2025Q3: 3,162 shares 3,162 $1.12M 0.61% -4 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 12,197 shares; 2025Q1: 11,678 shares; 2025Q2: 11,359 shares; 2025Q3: 11,190 shares 11,190 $1.12M 0.61% -169 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,141 shares; 2025Q2: 1,159 shares; 2025Q3: 1,141 shares 1,141 $1.06M 0.58% -18 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 12,502 shares; 2025Q1: 12,235 shares; 2025Q2: 11,836 shares; 2025Q3: 12,255 shares 12,255 $937K 0.51% +419 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,636 shares; 2024Q4: 9,637 shares; 2025Q1: 11,715 shares; 2025Q2: 12,025 shares; 2025Q3: 11,599 shares 11,599 $909K 0.5% -426 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,843 shares; 2024Q4: 20,843 shares; 2025Q1: 22,531 shares; 2025Q2: 20,843 shares; 2025Q3: 20,843 shares 20,843 $892K 0.49% 0 Timeline XLU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 10,012 shares; 2025Q1: 10,012 shares; 2025Q2: 9,986 shares; 2025Q3: 9,986 shares 9,986 $871K 0.47% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 13,245 shares; 2025Q1: 16,225 shares; 2025Q2: 16,690 shares; 2025Q3: 16,732 shares 16,732 $725K 0.39% +42 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 11,813 shares; 2025Q1: 11,759 shares; 2025Q2: 11,433 shares; 2025Q3: 11,325 shares 11,325 $720K 0.39% -108 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,932 shares; 2024Q4: 142,341 shares; 2025Q1: 15,061 shares; 2025Q2: 13,991 shares; 2025Q3: 9,435 shares 9,435 $510K 0.28% -4,556 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,615 shares 8,615 $464K 0.25% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares 4,816 $418K 0.23% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares 11,060 $411K 0.22% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,404 shares; 2024Q4: 22,404 shares; 2025Q1: 13,393 shares; 2025Q2: 13,393 shares; 2025Q3: 13,393 shares 13,393 $406K 0.22% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,491 shares; 2025Q3: 6,090 shares 6,090 $396K 0.22% +2,599 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,710 shares; 2024Q4: 108,487 shares; 2025Q1: 11,227 shares; 2025Q2: 10,436 shares; 2025Q3: 7,219 shares 7,219 $372K 0.2% -3,217 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 13,024 shares; 2025Q1: 13,024 shares; 2025Q2: 13,024 shares; 2025Q3: 13,024 shares 13,024 $369K 0.2% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,497 shares; 2025Q1: 2,594 shares; 2025Q2: 2,688 shares; 2025Q3: 2,839 shares 2,839 $368K 0.2% +151 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,785 shares 2,785 $363K 0.2% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,445 shares; 2025Q1: 7,445 shares; 2025Q2: 7,445 shares; 2025Q3: 7,445 shares 7,445 $348K 0.19% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,570 shares; 2025Q1: 3,125 shares; 2025Q2: 3,335 shares; 2025Q3: 3,542 shares 3,542 $340K 0.19% +207 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,157 shares 6,157 $327K 0.18% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,592 shares; 2025Q1: 3,316 shares; 2025Q2: 3,324 shares; 2025Q3: 3,323 shares 3,323 $313K 0.17% -1 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,320 shares; 2025Q2: 10,320 shares; 2025Q3: 10,320 shares 10,320 $264K 0.14% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,108 shares; 2025Q1: 3,065 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares 3,102 $259K 0.14% 0 Timeline XSLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,781 shares; 2025Q1: 5,476 shares; 2025Q2: 5,476 shares; 2025Q3: 5,350 shares 5,350 $248K 0.14% -126 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: not reported; 2025Q3: 866 shares 866 $221K 0.12% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares 1,899 $210K 0.11% new Timeline PBTP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 8,510 shares; 2025Q1: 8,039 shares; 2025Q2: 7,888 shares; 2025Q3: 7,888 shares 7,888 $206K 0.11% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393 shares 393 $204K 0.11% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,629 shares 3,629 $202K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $202K 0.11% 0 Timeline