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: 58,621 shares; 2024Q4: 57,974 shares; 2025Q1: 57,171 shares; 2025Q2: 56,905 shares; 2025Q3: 57,192 shares; 2025Q4: 55,757 shares; 2026Q1: 55,355 shares 55,355 $31.9M 10.59% -402 Timeline IJH 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: 315,286 shares; 2024Q4: 309,054 shares; 2025Q1: 305,599 shares; 2025Q2: 305,619 shares; 2025Q3: 304,260 shares; 2025Q4: 293,483 shares; 2026Q1: 288,150 shares 288,150 $19.5M 6.45% -5,333 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,476 shares; 2024Q4: 376,714 shares; 2025Q1: 376,406 shares; 2025Q2: 383,236 shares; 2025Q3: 384,102 shares; 2025Q4: 375,973 shares; 2026Q1: 376,085 shares 376,085 $11.5M 3.82% +112 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,017 shares; 2024Q4: 346,140 shares; 2025Q1: 339,716 shares; 2025Q2: 337,235 shares; 2025Q3: 334,546 shares; 2025Q4: 331,855 shares; 2026Q1: 328,264 shares 328,264 $9.56M 3.17% -3,591 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 75,588 shares; 2025Q1: 139,736 shares; 2025Q2: 147,087 shares; 2025Q3: 160,183 shares; 2025Q4: 160,553 shares; 2026Q1: 170,470 shares 170,470 $8.63M 2.86% +9,917 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: 33,890 shares; 2024Q4: 33,804 shares; 2025Q1: 33,281 shares; 2025Q2: 33,010 shares; 2025Q3: 34,092 shares; 2025Q4: 31,376 shares; 2026Q1: 30,847 shares 30,847 $7.65M 2.54% -529 Timeline XMHQ 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: 54,987 shares; 2024Q4: 60,622 shares; 2025Q1: 63,423 shares; 2025Q2: 67,580 shares; 2025Q3: 69,843 shares; 2025Q4: 70,505 shares; 2026Q1: 72,173 shares 72,173 $7.46M 2.47% +1,668 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: 32,355 shares; 2024Q4: 32,738 shares; 2025Q1: 32,823 shares; 2025Q2: 33,174 shares; 2025Q3: 33,121 shares; 2025Q4: 32,065 shares; 2026Q1: 31,648 shares 31,648 $6.81M 2.26% -417 Timeline IWF 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: 17,155 shares; 2024Q4: 16,783 shares; 2025Q1: 16,543 shares; 2025Q2: 16,342 shares; 2025Q3: 15,661 shares; 2025Q4: 15,354 shares; 2026Q1: 15,162 shares 15,162 $6.46M 2.14% -192 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,543 shares; 2024Q4: 210,955 shares; 2025Q1: 210,180 shares; 2025Q2: 197,279 shares; 2025Q3: 200,375 shares; 2025Q4: 199,849 shares; 2026Q1: 200,720 shares 200,720 $6.21M 2.06% +871 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: 7,497 shares; 2024Q4: 7,182 shares; 2025Q1: 7,204 shares; 2025Q2: 7,262 shares; 2025Q3: 7,181 shares; 2025Q4: 7,197 shares; 2026Q1: 7,154 shares 7,154 $4.65M 1.54% -43 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,254 shares; 2024Q4: 50,054 shares; 2025Q1: 58,874 shares; 2025Q2: 70,373 shares; 2025Q3: 85,342 shares; 2025Q4: 94,514 shares; 2026Q1: 106,812 shares 106,812 $4.16M 1.38% +12,298 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,586 shares; 2024Q4: 156,931 shares; 2025Q1: 154,164 shares; 2025Q2: 157,763 shares; 2025Q3: 159,265 shares; 2025Q4: 161,301 shares; 2026Q1: 163,979 shares 163,979 $4.06M 1.34% +2,678 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,028 shares; 2024Q4: 132,425 shares; 2025Q1: 130,614 shares; 2025Q2: 135,622 shares; 2025Q3: 134,713 shares; 2025Q4: 133,924 shares; 2026Q1: 135,172 shares 135,172 $3.93M 1.3% +1,248 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: 12,367 shares; 2024Q4: 12,500 shares; 2025Q1: 13,251 shares; 2025Q2: 16,942 shares; 2025Q3: 48,353 shares; 2025Q4: 52,179 shares; 2026Q1: 57,198 shares 57,198 $3.91M 1.29% +5,019 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: 10,036 shares; 2024Q4: 10,065 shares; 2025Q1: 9,838 shares; 2025Q2: 15,999 shares; 2025Q3: 15,454 shares; 2025Q4: 15,209 shares; 2026Q1: 15,269 shares 15,269 $3.88M 1.28% +60 Timeline BJAN 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: 72,322 shares; 2024Q4: 64,547 shares; 2025Q1: 64,378 shares; 2025Q2: 63,844 shares; 2025Q3: 63,464 shares; 2025Q4: 61,998 shares; 2026Q1: 65,916 shares 65,916 $3.52M 1.16% +3,918 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: 147,689 shares; 2024Q4: 142,914 shares; 2025Q1: 136,371 shares; 2025Q2: 133,836 shares; 2025Q3: 78,706 shares; 2025Q4: 76,936 shares; 2026Q1: 74,346 shares 74,346 $3.5M 1.16% -2,590 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,360 shares; 2024Q4: 65,982 shares; 2025Q1: 71,382 shares; 2025Q2: 71,641 shares; 2025Q3: 76,263 shares; 2025Q4: 78,933 shares; 2026Q1: 82,913 shares 82,913 $3.5M 1.16% +3,980 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: 4,913 shares; 2024Q4: 4,913 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 4,855 shares; 2025Q4: 4,575 shares; 2026Q1: 4,558 shares 4,558 $3.23M 1.07% -17 Timeline FNOV 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: 67,384 shares; 2024Q4: 64,482 shares; 2025Q1: 63,141 shares; 2025Q2: 62,443 shares; 2025Q3: 61,394 shares; 2025Q4: 59,592 shares; 2026Q1: 58,904 shares 58,904 $3.15M 1.04% -688 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: 26,990 shares; 2024Q4: 27,869 shares; 2025Q1: 28,023 shares; 2025Q2: 28,501 shares; 2025Q3: 29,011 shares; 2025Q4: 28,264 shares; 2026Q1: 26,314 shares 26,314 $2.79M 0.92% -1,950 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,432 shares; 2024Q4: 132,488 shares; 2025Q1: 124,904 shares; 2025Q2: 117,961 shares; 2025Q3: 122,956 shares; 2025Q4: 115,935 shares; 2026Q1: 110,549 shares 110,549 $2.77M 0.92% -5,386 Timeline RSPT 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: 58,510 shares; 2024Q4: 58,480 shares; 2025Q1: 58,020 shares; 2025Q2: 55,719 shares; 2025Q3: 55,159 shares; 2025Q4: 54,700 shares; 2026Q1: 54,871 shares 54,871 $2.48M 0.82% +171 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: 23,828 shares; 2024Q4: 24,928 shares; 2025Q1: 25,712 shares; 2025Q2: 25,426 shares; 2025Q3: 25,762 shares; 2025Q4: 25,773 shares; 2026Q1: 24,765 shares 24,765 $2.18M 0.72% -1,008 Timeline IHDG 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: 53,443 shares; 2024Q4: 53,817 shares; 2025Q1: 53,167 shares; 2025Q2: 53,025 shares; 2025Q3: 51,422 shares; 2025Q4: 47,454 shares; 2026Q1: 44,415 shares 44,415 $2.14M 0.71% -3,039 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,252 shares; 2024Q4: 50,597 shares; 2025Q1: 49,625 shares; 2025Q2: 48,962 shares; 2025Q3: 49,314 shares; 2025Q4: 48,941 shares; 2026Q1: 48,940 shares 48,940 $2.09M 0.69% -1 Timeline FTCS 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: 56,453 shares; 2024Q4: 49,784 shares; 2025Q1: 44,943 shares; 2025Q2: 43,608 shares; 2025Q3: 25,437 shares; 2025Q4: 24,071 shares; 2026Q1: 22,343 shares 22,343 $2.07M 0.69% -1,728 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,309 shares; 2024Q4: 30,345 shares; 2025Q1: 31,788 shares; 2025Q2: 32,191 shares; 2025Q3: 31,725 shares; 2025Q4: 30,493 shares; 2026Q1: 34,272 shares 34,272 $1.83M 0.61% +3,779 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: 21,298 shares; 2024Q4: 21,117 shares; 2025Q1: 20,707 shares; 2025Q2: 20,375 shares; 2025Q3: 20,385 shares; 2025Q4: 19,637 shares; 2026Q1: 19,272 shares 19,272 $1.81M 0.6% -365 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,082 shares; 2024Q4: 37,074 shares; 2025Q1: 36,099 shares; 2025Q2: 35,165 shares; 2025Q3: 36,043 shares; 2025Q4: 35,700 shares; 2026Q1: 35,372 shares 35,372 $1.7M 0.56% -328 Timeline KOCT 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: 48,342 shares; 2024Q4: 47,400 shares; 2025Q1: 46,355 shares; 2025Q2: 46,105 shares; 2025Q3: 45,038 shares; 2025Q4: 51,118 shares; 2026Q1: 49,708 shares 49,708 $1.69M 0.56% -1,410 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: 16,905 shares; 2024Q4: 16,905 shares; 2025Q1: 16,905 shares; 2025Q2: 16,783 shares; 2025Q3: 16,785 shares; 2025Q4: 16,785 shares; 2026Q1: 16,785 shares 16,785 $1.65M 0.55% 0 Timeline IJR 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: 13,126 shares; 2024Q4: 12,849 shares; 2025Q1: 12,856 shares; 2025Q2: 13,667 shares; 2025Q3: 13,384 shares; 2025Q4: 12,801 shares; 2026Q1: 12,736 shares 12,736 $1.58M 0.52% -65 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 712 shares; 2025Q2: 8,971 shares; 2025Q3: 8,987 shares; 2025Q4: 8,993 shares; 2026Q1: 9,073 shares 9,073 $1.58M 0.52% +80 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,427 shares; 2024Q4: 50,484 shares; 2025Q1: 55,917 shares; 2025Q2: 47,875 shares; 2025Q3: 49,156 shares; 2025Q4: 47,624 shares; 2026Q1: 45,374 shares 45,374 $1.53M 0.51% -2,250 Timeline KJAN 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: 39,742 shares; 2024Q4: 34,669 shares; 2025Q1: 35,992 shares; 2025Q2: 35,815 shares; 2025Q3: 35,673 shares; 2025Q4: 35,424 shares; 2026Q1: 36,576 shares 36,576 $1.53M 0.51% +1,152 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,876 shares; 2024Q4: 37,876 shares; 2025Q1: 33,886 shares; 2025Q2: 38,314 shares; 2025Q3: 38,214 shares; 2025Q4: 37,501 shares; 2026Q1: 37,501 shares 37,501 $1.5M 0.5% 0 Timeline BFEB 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: 36,652 shares; 2024Q4: 33,034 shares; 2025Q1: 33,448 shares; 2025Q2: 33,394 shares; 2025Q3: 33,128 shares; 2025Q4: 32,303 shares; 2026Q1: 30,210 shares 30,210 $1.44M 0.48% -2,093 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,177 shares; 2024Q4: 37,438 shares; 2025Q1: 35,261 shares; 2025Q2: 35,728 shares; 2025Q3: 35,693 shares; 2025Q4: 34,851 shares; 2026Q1: 33,906 shares 33,906 $1.35M 0.45% -945 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,803 shares; 2024Q4: 12,386 shares; 2025Q1: 12,394 shares; 2025Q2: 11,295 shares; 2025Q3: 11,186 shares; 2025Q4: 10,613 shares; 2026Q1: 10,499 shares 10,499 $1.35M 0.45% -114 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 6,787 shares; 2025Q1: 6,599 shares; 2025Q2: 6,411 shares; 2025Q3: 6,330 shares; 2025Q4: 5,967 shares; 2026Q1: 5,953 shares 5,953 $1.34M 0.44% -14 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,197 shares; 2024Q4: 37,057 shares; 2025Q1: 38,578 shares; 2025Q2: 38,578 shares; 2025Q3: 38,459 shares; 2025Q4: 33,096 shares; 2026Q1: 34,596 shares 34,596 $1.26M 0.42% +1,500 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 25,701 shares; 2025Q1: 25,665 shares; 2025Q2: 25,691 shares; 2025Q3: 25,741 shares; 2025Q4: 25,070 shares; 2026Q1: 25,070 shares 25,070 $1.23M 0.41% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares; 2026Q1: 3,228 shares 3,228 $1.15M 0.38% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,502 shares; 2024Q4: 21,372 shares; 2025Q1: 20,207 shares; 2025Q2: 21,368 shares; 2025Q3: 22,853 shares; 2025Q4: 22,658 shares; 2026Q1: 22,608 shares 22,608 $1.12M 0.37% -50 Timeline BJUN 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: 21,299 shares; 2024Q4: 21,249 shares; 2025Q1: 20,436 shares; 2025Q2: 23,727 shares; 2025Q3: 23,687 shares; 2025Q4: 23,687 shares; 2026Q1: 23,687 shares 23,687 $1.1M 0.36% 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; 2024Q2: restricted; 2024Q3: 14,327 shares; 2024Q4: 14,385 shares; 2025Q1: 22,750 shares; 2025Q2: 17,339 shares; 2025Q3: 20,570 shares; 2025Q4: 23,818 shares; 2026Q1: 27,611 shares 27,611 $1.09M 0.36% +3,793 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: 3,506 shares; 2024Q4: 3,701 shares; 2025Q1: 3,578 shares; 2025Q2: 3,520 shares; 2025Q3: 3,484 shares; 2025Q4: 3,485 shares; 2026Q1: 3,478 shares 3,478 $1.08M 0.36% -7 Timeline NJUL 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: 16,138 shares; 2024Q4: 16,126 shares; 2025Q1: 15,593 shares; 2025Q2: 15,219 shares; 2025Q3: 15,164 shares; 2025Q4: 15,102 shares; 2026Q1: 15,072 shares 15,072 $1.08M 0.36% -30 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: 3,720 shares; 2024Q4: 3,716 shares; 2025Q1: 3,651 shares; 2025Q2: 3,638 shares; 2025Q3: 3,580 shares; 2025Q4: 3,525 shares; 2026Q1: 3,452 shares 3,452 $1.07M 0.35% -73 Timeline BOCT 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: 18,014 shares; 2024Q4: 18,665 shares; 2025Q1: 18,665 shares; 2025Q2: 18,280 shares; 2025Q3: 15,587 shares; 2025Q4: 22,179 shares; 2026Q1: 22,134 shares 22,134 $1.06M 0.35% -45 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: 8,022 shares; 2024Q4: 12,822 shares; 2025Q1: 15,619 shares; 2025Q2: 14,683 shares; 2025Q3: 15,602 shares; 2025Q4: 20,321 shares; 2026Q1: 21,082 shares 21,082 $1.06M 0.35% +761 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,348 shares; 2026Q1: 3,348 shares 3,348 $1.05M 0.35% 0 Timeline VOO 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: 2,003 shares; 2024Q4: 2,173 shares; 2025Q1: 1,412 shares; 2025Q2: 1,559 shares; 2025Q3: 1,645 shares; 2025Q4: 1,706 shares; 2026Q1: 1,727 shares 1,727 $1.03M 0.34% +21 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,381 shares; 2024Q4: 17,935 shares; 2025Q1: 17,810 shares; 2025Q2: 17,600 shares; 2025Q3: 16,706 shares; 2025Q4: 18,223 shares; 2026Q1: 18,223 shares 18,223 $1.03M 0.34% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,804 shares; 2024Q4: 22,804 shares; 2025Q1: 20,435 shares; 2025Q2: 22,240 shares; 2025Q3: 22,165 shares; 2025Q4: 21,858 shares; 2026Q1: 20,883 shares 20,883 $1.02M 0.34% -975 Timeline FDN 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: 5,649 shares; 2024Q4: 5,426 shares; 2025Q1: 5,226 shares; 2025Q2: 5,171 shares; 2025Q3: 5,056 shares; 2025Q4: 4,751 shares; 2026Q1: 4,195 shares 4,195 $982K 0.33% -556 Timeline RSPS 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: 44,211 shares; 2024Q4: 42,412 shares; 2025Q1: 39,282 shares; 2025Q2: 38,643 shares; 2025Q3: 38,371 shares; 2025Q4: 34,757 shares; 2026Q1: 31,718 shares 31,718 $936K 0.31% -3,039 Timeline BAUG 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: 20,091 shares; 2024Q4: 20,091 shares; 2025Q1: 19,196 shares; 2025Q2: 19,156 shares; 2025Q3: 19,348 shares; 2025Q4: 19,259 shares; 2026Q1: 19,024 shares 19,024 $929K 0.31% -235 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,515 shares; 2024Q4: 18,880 shares; 2025Q1: 18,698 shares; 2025Q2: 18,698 shares; 2025Q3: 18,623 shares; 2025Q4: 18,348 shares; 2026Q1: 16,518 shares 16,518 $923K 0.31% -1,830 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,884 shares; 2024Q4: 23,884 shares; 2025Q1: 22,469 shares; 2025Q2: 25,704 shares; 2025Q3: 25,704 shares; 2025Q4: 25,183 shares; 2026Q1: 25,013 shares 25,013 $907K 0.3% -170 Timeline BMAY 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: 21,729 shares; 2024Q4: 21,729 shares; 2025Q1: 19,189 shares; 2025Q2: 20,991 shares; 2025Q3: 20,983 shares; 2025Q4: 20,632 shares; 2026Q1: 20,192 shares 20,192 $906K 0.3% -440 Timeline FICS 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: 13,767 shares; 2024Q4: 14,358 shares; 2025Q1: 17,140 shares; 2025Q2: 19,861 shares; 2025Q3: 19,880 shares; 2025Q4: 21,824 shares; 2026Q1: 23,046 shares 23,046 $900K 0.3% +1,222 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,437 shares; 2024Q4: 17,437 shares; 2025Q1: 16,847 shares; 2025Q2: 21,471 shares; 2025Q3: 21,471 shares; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares 21,400 $895K 0.3% 0 Timeline FSEP 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: 17,473 shares; 2024Q4: 16,891 shares; 2025Q1: 16,816 shares; 2025Q2: 16,478 shares; 2025Q3: 18,056 shares; 2025Q4: 17,686 shares; 2026Q1: 17,587 shares 17,587 $885K 0.29% -99 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 6,550 shares; 2025Q1: 10,891 shares; 2025Q2: 15,580 shares; 2025Q3: 17,708 shares; 2025Q4: 23,604 shares; 2026Q1: 28,081 shares 28,081 $835K 0.28% +4,477 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: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,513 shares; 2025Q2: 1,450 shares; 2025Q3: 1,385 shares; 2025Q4: 1,355 shares; 2026Q1: 1,274 shares 1,274 $832K 0.28% -81 Timeline BMAR 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: 15,547 shares; 2024Q4: 15,527 shares; 2025Q1: 14,833 shares; 2025Q2: 14,913 shares; 2025Q3: 14,912 shares; 2025Q4: 14,713 shares; 2026Q1: 15,681 shares 15,681 $823K 0.27% +968 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,623 shares; 2024Q4: 25,013 shares; 2025Q1: 25,198 shares; 2025Q2: 24,728 shares; 2025Q3: 24,562 shares; 2025Q4: 26,136 shares; 2026Q1: 25,983 shares 25,983 $817K 0.27% -153 Timeline QMAR 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: 29,631 shares; 2024Q4: 29,626 shares; 2025Q1: 24,607 shares; 2025Q2: 24,587 shares; 2025Q3: 24,527 shares; 2025Q4: 24,032 shares; 2026Q1: 24,151 shares 24,151 $812K 0.27% +119 Timeline FDEC 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: 16,776 shares; 2024Q4: 16,666 shares; 2025Q1: 16,341 shares; 2025Q2: 16,091 shares; 2025Q3: 15,716 shares; 2025Q4: 16,256 shares; 2026Q1: 16,034 shares 16,034 $797K 0.26% -222 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 25,137 shares; 2025Q1: 24,032 shares; 2025Q2: 24,889 shares; 2025Q3: 25,836 shares; 2025Q4: 25,238 shares; 2026Q1: 24,613 shares 24,613 $788K 0.26% -625 Timeline NAPR 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: 13,369 shares; 2024Q4: 13,130 shares; 2025Q1: 12,293 shares; 2025Q2: 14,894 shares; 2025Q3: 14,893 shares; 2025Q4: 14,476 shares; 2026Q1: 14,234 shares 14,234 $777K 0.26% -242 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 14,931 shares; 2025Q1: 19,378 shares; 2025Q2: 19,886 shares; 2025Q3: 21,582 shares; 2025Q4: 24,697 shares; 2026Q1: 26,225 shares 26,225 $761K 0.25% +1,528 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: 15,099 shares; 2025Q1: 16,265 shares; 2025Q2: 16,230 shares; 2025Q3: 16,195 shares; 2025Q4: 15,899 shares; 2026Q1: 16,325 shares 16,325 $753K 0.25% +426 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: 3,294 shares; 2024Q4: 3,294 shares; 2025Q1: 3,296 shares; 2025Q2: 3,756 shares; 2025Q3: 3,649 shares; 2025Q4: 3,615 shares; 2026Q1: 3,515 shares 3,515 $732K 0.24% -100 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 1,605 shares; 2026Q1: 2,933 shares 2,933 $697K 0.23% +1,328 Timeline FMAY 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: 9,289 shares; 2024Q4: 9,229 shares; 2025Q1: 9,229 shares; 2025Q2: 14,780 shares; 2025Q3: 14,735 shares; 2025Q4: 14,735 shares; 2026Q1: 13,150 shares 13,150 $694K 0.23% -1,585 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: 18,094 shares; 2024Q4: 19,178 shares; 2025Q1: 23,473 shares; 2025Q2: 23,638 shares; 2025Q3: 23,633 shares; 2025Q4: 22,969 shares; 2026Q1: 20,242 shares 20,242 $689K 0.23% -2,727 Timeline SPLV 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: 12,547 shares; 2024Q4: 12,194 shares; 2025Q1: 11,473 shares; 2025Q2: 11,220 shares; 2025Q3: 10,969 shares; 2025Q4: 9,691 shares; 2026Q1: 9,335 shares 9,335 $683K 0.23% -356 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 18,745 shares; 2025Q1: 18,745 shares; 2025Q2: 18,552 shares; 2025Q3: 20,480 shares; 2025Q4: 20,480 shares; 2026Q1: 20,132 shares 20,132 $679K 0.23% -348 Timeline FV 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: 13,741 shares; 2024Q4: 12,251 shares; 2025Q1: 11,698 shares; 2025Q2: 11,678 shares; 2025Q3: 11,597 shares; 2025Q4: 11,197 shares; 2026Q1: 11,197 shares 11,197 $677K 0.22% 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; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,634 shares; 2025Q2: 1,830 shares; 2025Q3: 1,824 shares; 2025Q4: 1,812 shares; 2026Q1: 1,816 shares 1,816 $672K 0.22% +4 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,148 shares; 2024Q4: 11,148 shares; 2025Q1: 10,933 shares; 2025Q2: 12,289 shares; 2025Q3: 12,413 shares; 2025Q4: 12,413 shares; 2026Q1: 11,788 shares 11,788 $666K 0.22% -625 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 15,371 shares; 2025Q1: 14,171 shares; 2025Q2: 14,452 shares; 2025Q3: 14,978 shares; 2025Q4: 14,339 shares; 2026Q1: 14,339 shares 14,339 $659K 0.22% 0 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 9,892 shares; 2025Q1: 10,911 shares; 2025Q2: 10,876 shares; 2025Q3: 10,640 shares; 2025Q4: 10,250 shares; 2026Q1: 12,625 shares 12,625 $636K 0.21% +2,375 Timeline BDEC 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: 15,670 shares; 2024Q4: 16,792 shares; 2025Q1: 16,887 shares; 2025Q2: 16,887 shares; 2025Q3: 16,782 shares; 2025Q4: 14,000 shares; 2026Q1: 12,995 shares 12,995 $624K 0.21% -1,005 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,101 shares; 2024Q4: 12,415 shares; 2025Q1: 17,464 shares; 2025Q2: 17,329 shares; 2025Q3: 17,329 shares; 2025Q4: 16,772 shares; 2026Q1: 15,137 shares 15,137 $607K 0.2% -1,635 Timeline FJUL 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: 12,378 shares; 2024Q4: 11,635 shares; 2025Q1: 10,715 shares; 2025Q2: 9,721 shares; 2025Q3: 10,977 shares; 2025Q4: 10,863 shares; 2026Q1: 10,763 shares 10,763 $589K 0.2% -100 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: 2,363 shares; 2024Q4: 2,325 shares; 2025Q1: 2,267 shares; 2025Q2: 2,251 shares; 2025Q3: 2,251 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $580K 0.19% 0 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: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,863 shares; 2025Q2: 1,860 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,859 shares 1,859 $547K 0.18% 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: 4,664 shares; 2024Q4: 4,664 shares; 2025Q1: 4,664 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,532 shares; 2026Q1: 4,532 shares 4,532 $545K 0.18% 0 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 14,717 shares; 2025Q1: 19,237 shares; 2025Q2: 22,333 shares; 2025Q3: 22,523 shares; 2025Q4: 23,540 shares; 2026Q1: 24,326 shares 24,326 $544K 0.18% +786 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 4,814 shares; 2025Q1: 4,814 shares; 2025Q2: 4,814 shares; 2025Q3: 4,804 shares; 2025Q4: 4,558 shares; 2026Q1: 4,559 shares 4,559 $544K 0.18% +1 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: 10,717 shares; 2024Q4: 10,717 shares; 2025Q1: 10,717 shares; 2025Q2: 13,496 shares; 2025Q3: 13,496 shares; 2025Q4: 13,496 shares; 2026Q1: 13,233 shares 13,233 $543K 0.18% -263 Timeline FEBP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 15,760 shares; 2025Q2: 15,760 shares; 2025Q3: 15,760 shares; 2025Q4: 15,760 shares; 2026Q1: 17,021 shares 17,021 $532K 0.18% +1,261 Timeline VO 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: 779 shares; 2024Q4: 769 shares; 2025Q1: 783 shares; 2025Q2: 832 shares; 2025Q3: 820 shares; 2025Q4: 1,358 shares; 2026Q1: 1,846 shares 1,846 $530K 0.18% +488 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,653 shares 10,653 $521K 0.17% new Timeline IAPR 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: 14,379 shares; 2024Q4: 14,264 shares; 2025Q1: 13,864 shares; 2025Q2: 17,288 shares; 2025Q3: 17,288 shares; 2025Q4: 16,663 shares; 2026Q1: 16,133 shares 16,133 $511K 0.17% -530 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,126 shares; 2024Q4: 19,666 shares; 2025Q1: 19,496 shares; 2025Q2: 19,496 shares; 2025Q3: 19,496 shares; 2025Q4: 19,503 shares; 2026Q1: 19,343 shares 19,343 $509K 0.17% -160 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: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,757 shares; 2025Q4: 2,401 shares; 2026Q1: 2,063 shares 2,063 $504K 0.17% -338 Timeline QJUN 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: 15,275 shares; 2024Q4: 15,170 shares; 2025Q1: 14,855 shares; 2025Q2: 16,483 shares; 2025Q3: 16,543 shares; 2025Q4: 16,543 shares; 2026Q1: 15,933 shares 15,933 $498K 0.16% -610 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,177 shares; 2026Q1: 23,177 shares 23,177 $497K 0.16% 0 Timeline BUFG 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: 22,456 shares; 2024Q4: 22,456 shares; 2025Q1: 20,631 shares; 2025Q2: 20,662 shares; 2025Q3: 19,642 shares; 2025Q4: 18,557 shares; 2026Q1: 18,457 shares 18,457 $496K 0.16% -100 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 10,043 shares; 2025Q1: 10,783 shares; 2025Q2: 10,783 shares; 2025Q3: 10,783 shares; 2025Q4: 10,718 shares; 2026Q1: 10,994 shares 10,994 $491K 0.16% +276 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: 888 shares; 2024Q4: 888 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 843 shares 843 $482K 0.16% -10 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 13,218 shares; 2025Q1: 14,980 shares; 2025Q2: 13,294 shares; 2025Q3: 13,234 shares; 2025Q4: 13,284 shares; 2026Q1: 13,229 shares 13,229 $467K 0.15% -55 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: 1,818 shares; 2024Q4: 1,820 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,679 shares; 2025Q4: 1,673 shares; 2026Q1: 1,608 shares 1,608 $462K 0.15% -65 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: 1,651 shares; 2024Q4: 1,650 shares; 2025Q1: 1,656 shares; 2025Q2: 1,651 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares 1,591 $456K 0.15% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $446K 0.15% 0 Timeline BNOV 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: 11,287 shares; 2024Q4: 10,252 shares; 2025Q1: 10,047 shares; 2025Q2: 10,047 shares; 2025Q3: 9,632 shares; 2025Q4: 10,318 shares; 2026Q1: 10,318 shares 10,318 $444K 0.15% 0 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; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,377 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,045 shares; 2025Q4: 2,759 shares; 2026Q1: 3,030 shares 3,030 $442K 0.15% +271 Timeline RSPH 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: 15,592 shares; 2024Q4: 15,237 shares; 2025Q1: 14,815 shares; 2025Q2: 14,816 shares; 2025Q3: 14,816 shares; 2025Q4: 14,560 shares; 2026Q1: 14,560 shares 14,560 $440K 0.15% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,176 shares; 2024Q4: 11,037 shares; 2025Q1: 10,392 shares; 2025Q2: 9,967 shares; 2025Q3: 9,917 shares; 2025Q4: 9,917 shares; 2026Q1: 9,917 shares 9,917 $433K 0.14% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 9,756 shares; 2025Q1: 9,756 shares; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,153 shares; 2026Q1: 9,623 shares 9,623 $432K 0.14% -530 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 8,408 shares; 2025Q1: 8,114 shares; 2025Q2: 9,992 shares; 2025Q3: 8,920 shares; 2025Q4: 8,911 shares; 2026Q1: 8,975 shares 8,975 $427K 0.14% +64 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 11,084 shares; 2025Q1: 13,973 shares; 2025Q2: 15,797 shares; 2025Q3: 15,787 shares; 2025Q4: 16,892 shares; 2026Q1: 18,172 shares 18,172 $419K 0.14% +1,280 Timeline XBAP 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: 12,414 shares; 2024Q4: 12,414 shares; 2025Q1: 10,924 shares; 2025Q2: 10,924 shares; 2025Q3: 10,924 shares; 2025Q4: 10,704 shares; 2026Q1: 10,704 shares 10,704 $419K 0.14% 0 Timeline VUG 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: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,197 shares; 2025Q2: 1,204 shares; 2025Q3: 1,219 shares; 2025Q4: 904 shares; 2026Q1: 949 shares 949 $414K 0.14% +45 Timeline GSEP 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: 9,785 shares; 2024Q4: 9,772 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 10,625 shares; 2025Q4: 10,625 shares; 2026Q1: 10,625 shares 10,625 $405K 0.13% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 545 shares; 2025Q1: 514 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 783 shares; 2026Q1: 1,248 shares 1,248 $400K 0.13% +465 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3,417 shares; 2025Q1: 3,701 shares; 2025Q2: 3,911 shares; 2025Q3: 3,919 shares; 2025Q4: 3,944 shares; 2026Q1: 3,944 shares 3,944 $389K 0.13% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 681 shares; 2025Q2: 827 shares; 2025Q3: 806 shares; 2025Q4: 796 shares; 2026Q1: 775 shares 775 $387K 0.13% -21 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 1,850 shares; 2025Q4: 11,247 shares; 2026Q1: 11,089 shares 11,089 $385K 0.13% -158 Timeline XDEC 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: 10,026 shares; 2024Q4: 9,856 shares; 2025Q1: 9,825 shares; 2025Q2: 9,795 shares; 2025Q3: 9,745 shares; 2025Q4: 9,460 shares; 2026Q1: 9,460 shares 9,460 $381K 0.13% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 19,201 shares; 2025Q1: 16,584 shares; 2025Q2: 15,285 shares; 2025Q3: 14,866 shares; 2025Q4: 14,867 shares; 2026Q1: 14,868 shares 14,868 $381K 0.13% +1 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,595 shares; 2024Q4: 12,900 shares; 2025Q1: 11,990 shares; 2025Q2: 11,585 shares; 2025Q3: 11,235 shares; 2025Q4: 9,907 shares; 2026Q1: 9,593 shares 9,593 $369K 0.12% -314 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 7,292 shares; 2025Q1: 7,292 shares; 2025Q2: 7,292 shares; 2025Q3: 7,292 shares; 2025Q4: 7,086 shares; 2026Q1: 7,086 shares 7,086 $369K 0.12% 0 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,095 shares; 2025Q1: 9,120 shares; 2025Q2: 9,120 shares; 2025Q3: 9,120 shares; 2025Q4: 9,120 shares; 2026Q1: 12,123 shares 12,123 $368K 0.12% +3,003 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,278 shares; 2026Q1: 19,340 shares 19,340 $367K 0.12% +1,062 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: 2,502 shares; 2024Q4: 2,367 shares; 2025Q1: 2,367 shares; 2025Q2: 3,359 shares; 2025Q3: 3,058 shares; 2025Q4: 2,950 shares; 2026Q1: 2,940 shares 2,940 $365K 0.12% -10 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 12,692 shares; 2025Q3: 12,692 shares; 2025Q4: 12,418 shares; 2026Q1: 12,123 shares 12,123 $365K 0.12% -295 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 11,588 shares; 2025Q1: 11,628 shares; 2025Q2: 11,628 shares; 2025Q3: 11,623 shares; 2025Q4: 8,507 shares; 2026Q1: 8,507 shares 8,507 $362K 0.12% 0 Timeline MRCP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 4,790 shares; 2025Q2: 4,790 shares; 2025Q3: 4,790 shares; 2025Q4: 4,790 shares; 2026Q1: 11,405 shares 11,405 $361K 0.12% +6,615 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,667 shares; 2025Q1: 5,667 shares; 2025Q2: 5,677 shares; 2025Q3: 5,647 shares; 2025Q4: 7,527 shares; 2026Q1: 7,527 shares 7,527 $359K 0.12% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 8,420 shares; 2025Q1: 7,941 shares; 2025Q2: 7,870 shares; 2025Q3: 7,731 shares; 2025Q4: 7,631 shares; 2026Q1: 7,398 shares 7,398 $359K 0.12% -233 Timeline QCAP 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: 15,344 shares; 2024Q4: 15,344 shares; 2025Q1: 12,578 shares; 2025Q2: 15,664 shares; 2025Q3: 15,414 shares; 2025Q4: 15,119 shares; 2026Q1: 14,819 shares 14,819 $356K 0.12% -300 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: 1,477 shares; 2024Q4: 1,477 shares; 2025Q1: 1,563 shares; 2025Q2: 1,566 shares; 2025Q3: 1,553 shares; 2025Q4: 1,555 shares; 2026Q1: 1,635 shares 1,635 $356K 0.12% +80 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: 1,835 shares; 2024Q4: 10,086 shares; 2025Q1: 15,238 shares; 2025Q2: 14,878 shares; 2025Q3: 14,718 shares; 2025Q4: 14,828 shares; 2026Q1: 13,455 shares 13,455 $353K 0.12% -1,373 Timeline GDEC 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: 13,736 shares; 2024Q4: 9,814 shares; 2025Q1: 9,395 shares; 2025Q2: 9,191 shares; 2025Q3: 9,191 shares; 2025Q4: 9,281 shares; 2026Q1: 8,999 shares 8,999 $333K 0.11% -282 Timeline IEFA 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: 600 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 1,017 shares; 2025Q3: 986 shares; 2025Q4: 968 shares; 2026Q1: 3,678 shares 3,678 $333K 0.11% +2,710 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 901 shares; 2025Q3: 1,787 shares; 2025Q4: 4,891 shares; 2026Q1: 11,505 shares 11,505 $326K 0.11% +6,614 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,782 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares; 2025Q3: 7,660 shares; 2025Q4: 7,660 shares; 2026Q1: 7,660 shares 7,660 $319K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 345 shares 345 $317K 0.11% +137 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: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 999 shares; 2025Q2: 995 shares; 2025Q3: 957 shares; 2025Q4: 957 shares; 2026Q1: 957 shares 957 $315K 0.1% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 7,545 shares; 2026Q1: 7,296 shares 7,296 $315K 0.1% -249 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,653 shares 16,653 $313K 0.1% new Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,774 shares; 2025Q1: 5,774 shares; 2025Q2: 13,362 shares; 2025Q3: 13,362 shares; 2025Q4: 13,362 shares; 2026Q1: 12,562 shares 12,562 $312K 0.1% -800 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 7,315 shares; 2025Q1: 7,315 shares; 2025Q2: 6,799 shares; 2025Q3: 6,799 shares; 2025Q4: 6,314 shares; 2026Q1: 6,306 shares 6,306 $312K 0.1% -8 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $310K 0.1% 0 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 11,807 shares; 2025Q1: 11,075 shares; 2025Q2: 12,762 shares; 2025Q3: 13,007 shares; 2025Q4: 12,607 shares; 2026Q1: 12,042 shares 12,042 $310K 0.1% -565 Timeline JULP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 6,303 shares; 2025Q3: 10,780 shares; 2025Q4: 10,780 shares; 2026Q1: 10,195 shares 10,195 $309K 0.1% -585 Timeline PBFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 7,718 shares; 2025Q2: 7,718 shares; 2025Q3: 7,718 shares; 2025Q4: 7,718 shares; 2026Q1: 10,048 shares 10,048 $302K 0.1% +2,330 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 3,456 shares; 2025Q1: 3,457 shares; 2025Q2: 4,826 shares; 2025Q3: 4,827 shares; 2025Q4: 4,853 shares; 2026Q1: 4,700 shares 4,700 $301K 0.1% -153 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,898 shares; 2025Q3: 11,898 shares; 2025Q4: 11,898 shares; 2026Q1: 11,693 shares 11,693 $299K 0.1% -205 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares; 2025Q4: 9,424 shares; 2026Q1: 9,424 shares 9,424 $295K 0.1% 0 Timeline VTV 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 558 shares; 2025Q4: 1,242 shares; 2026Q1: 1,499 shares 1,499 $294K 0.1% +257 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $292K 0.1% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,043 shares; 2025Q1: 4,043 shares; 2025Q2: 4,043 shares; 2025Q3: 5,473 shares; 2025Q4: 5,473 shares; 2026Q1: 5,473 shares 5,473 $283K 0.09% 0 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 8,177 shares; 2025Q1: 9,206 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,357 shares; 2026Q1: 10,212 shares 10,212 $279K 0.09% -145 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,052 shares; 2025Q1: 6,902 shares; 2025Q2: 7,037 shares; 2025Q3: 7,037 shares; 2025Q4: 6,902 shares; 2026Q1: 6,789 shares 6,789 $279K 0.09% -113 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 10,567 shares; 2025Q1: 10,772 shares; 2025Q2: 9,977 shares; 2025Q3: 9,982 shares; 2025Q4: 9,987 shares; 2026Q1: 9,989 shares 9,989 $278K 0.09% +2 Timeline NMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,475 shares; 2025Q3: 11,475 shares; 2025Q4: 10,471 shares; 2026Q1: 9,868 shares 9,868 $277K 0.09% -603 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 10,124 shares; 2025Q1: 10,122 shares; 2025Q2: 9,865 shares; 2025Q3: 9,048 shares; 2025Q4: 9,403 shares; 2026Q1: 9,062 shares 9,062 $276K 0.09% -341 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,348 shares; 2025Q1: 7,348 shares; 2025Q2: 4,436 shares; 2025Q3: 6,733 shares; 2025Q4: 6,733 shares; 2026Q1: 6,733 shares 6,733 $275K 0.09% 0 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,173 shares 14,173 $266K 0.09% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,418 shares; 2025Q2: 2,353 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,153 shares 2,153 $263K 0.09% -100 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,342 shares; 2025Q1: 7,756 shares; 2025Q2: 7,263 shares; 2025Q3: 8,135 shares; 2025Q4: 8,074 shares; 2026Q1: 7,915 shares 7,915 $242K 0.08% -159 Timeline JUNP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,374 shares; 2025Q1: 7,374 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 7,957 shares; 2026Q1: 7,957 shares 7,957 $241K 0.08% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,293 shares; 2026Q1: 6,293 shares 6,293 $241K 0.08% 0 Timeline PBAP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares; 2025Q4: 9,780 shares; 2026Q1: 8,180 shares 8,180 $241K 0.08% -1,600 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 7,464 shares; 2025Q2: 7,464 shares; 2025Q3: 7,147 shares; 2025Q4: 7,147 shares; 2026Q1: 7,147 shares 7,147 $239K 0.08% 0 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 4,015 shares; 2025Q3: 3,915 shares; 2025Q4: 3,915 shares; 2026Q1: 8,098 shares 8,098 $238K 0.08% +4,183 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,231 shares 1,231 $237K 0.08% -4 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: 12,676 shares; 2024Q4: 11,067 shares; 2025Q1: 10,062 shares; 2025Q2: 8,482 shares; 2025Q3: 7,928 shares; 2025Q4: 8,918 shares; 2026Q1: 9,292 shares 9,292 $237K 0.08% +374 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 5,885 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 4,574 shares; 2025Q4: 7,128 shares; 2026Q1: 7,148 shares 7,148 $233K 0.08% +20 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares; 2026Q1: 2,517 shares 2,517 $232K 0.08% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 3,328 shares 3,328 $232K 0.08% +1,575 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 5,248 shares; 2025Q1: 3,883 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 2,948 shares; 2026Q1: 5,356 shares 5,356 $228K 0.08% +2,408 Timeline AUGP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,549 shares; 2025Q3: 7,408 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares 7,408 $226K 0.08% 0 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,433 shares; 2026Q1: 11,950 shares 11,950 $226K 0.07% +517 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares 6,775 $223K 0.07% 0 Timeline APRP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 6,315 shares; 2025Q1: 6,315 shares; 2025Q2: 7,328 shares; 2025Q3: 7,328 shares; 2025Q4: 7,328 shares; 2026Q1: 7,326 shares 7,326 $222K 0.07% -2 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 1,058 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $221K 0.07% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,605 shares; 2025Q2: 1,603 shares; 2025Q3: 1,599 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares 1,595 $216K 0.07% 0 Timeline VB 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: 1,155 shares; 2024Q4: 1,147 shares; 2025Q1: 1,024 shares; 2025Q2: 814 shares; 2025Q3: 810 shares; 2025Q4: 812 shares; 2026Q1: 821 shares 821 $215K 0.07% +9 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,286 shares; 2026Q1: 7,186 shares 7,186 $206K 0.07% -100 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 375 shares; 2025Q4: 5,532 shares; 2026Q1: 5,532 shares 5,532 $206K 0.07% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 976 shares; 2025Q1: 868 shares; 2025Q2: 860 shares; 2025Q3: 830 shares; 2025Q4: 2,883 shares; 2026Q1: 4,064 shares 4,064 $206K 0.07% +1,181 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 4,766 shares; 2025Q2: 7,004 shares; 2025Q3: 7,004 shares; 2025Q4: 6,931 shares; 2026Q1: 6,931 shares 6,931 $204K 0.07% 0 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,550 shares; 2026Q1: 7,079 shares 7,079 $199K 0.07% +4,529 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,114 shares 2,114 $198K 0.07% new Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,368 shares; 2025Q1: 3,368 shares; 2025Q2: 3,368 shares; 2025Q3: 5,088 shares; 2025Q4: 5,088 shares; 2026Q1: 5,088 shares 5,088 $197K 0.07% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,445 shares; 2026Q1: 3,719 shares 3,719 $197K 0.07% -726 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $195K 0.06% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares 1,855 $194K 0.06% 0 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: 5,494 shares; 2024Q4: 5,075 shares; 2025Q1: 4,376 shares; 2025Q2: 3,148 shares; 2025Q3: 2,119 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $194K 0.06% 0 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,078 shares; 2025Q2: 10,478 shares; 2025Q3: 10,478 shares; 2025Q4: 10,478 shares; 2026Q1: 7,066 shares 7,066 $194K 0.06% -3,412 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 6,495 shares; 2025Q4: 6,495 shares; 2026Q1: 6,495 shares 6,495 $193K 0.06% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,653 shares; 2024Q4: 9,083 shares; 2025Q1: 6,393 shares; 2025Q2: 6,358 shares; 2025Q3: 6,038 shares; 2025Q4: 6,003 shares; 2026Q1: 5,428 shares 5,428 $192K 0.06% -575 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,749 shares 1,749 $192K 0.06% new Timeline NSEP 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 6,674 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares 6,674 $192K 0.06% 0 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 4,794 shares; 2026Q1: 4,907 shares 4,907 $191K 0.06% +113 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 3,174 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 6,531 shares 6,531 $190K 0.06% +3,357 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 612 shares; 2025Q1: 600 shares; 2025Q2: 625 shares; 2025Q3: 622 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $186K 0.06% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 3,560 shares; 2025Q1: 3,605 shares; 2025Q2: 3,601 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: 3,519 shares 3,519 $186K 0.06% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,485 shares; 2026Q1: 4,484 shares 4,484 $183K 0.06% -1 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,631 shares; 2025Q1: 3,631 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 4,613 shares; 2026Q1: 4,613 shares 4,613 $182K 0.06% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,871 shares; 2025Q1: 3,566 shares; 2025Q2: 4,059 shares; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares; 2026Q1: 4,224 shares 4,224 $181K 0.06% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares; 2026Q1: 4,178 shares 4,178 $180K 0.06% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,711 shares; 2024Q4: 3,711 shares; 2025Q1: 3,711 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares; 2026Q1: 3,711 shares 3,711 $180K 0.06% 0 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,696 shares; 2025Q2: 4,696 shares; 2025Q3: 4,726 shares; 2025Q4: 4,726 shares; 2026Q1: 4,726 shares 4,726 $180K 0.06% 0 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,391 shares; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares 6,225 $178K 0.06% 0 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,360 shares 9,360 $177K 0.06% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 4,073 shares; 2025Q1: 3,945 shares; 2025Q2: 5,460 shares; 2025Q3: 5,426 shares; 2025Q4: 5,434 shares; 2026Q1: 5,437 shares 5,437 $176K 0.06% +3 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $176K 0.06% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,122 shares; 2025Q3: 6,838 shares; 2025Q4: 6,838 shares; 2026Q1: 6,728 shares 6,728 $173K 0.06% -110 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,875 shares; 2024Q4: 7,635 shares; 2025Q1: 7,093 shares; 2025Q2: 6,496 shares; 2025Q3: 6,191 shares; 2025Q4: 6,048 shares; 2026Q1: 4,458 shares 4,458 $173K 0.06% -1,590 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 6,174 shares; 2025Q3: 6,174 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares 6,095 $172K 0.06% 0 Timeline MAYP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 5,497 shares; 2025Q3: 5,497 shares; 2025Q4: 5,497 shares; 2026Q1: 5,496 shares 5,496 $171K 0.06% -1 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: 3,770 shares; 2024Q4: 3,974 shares; 2025Q1: 4,124 shares; 2025Q2: 4,124 shares; 2025Q3: 4,124 shares; 2025Q4: 4,378 shares; 2026Q1: 4,378 shares 4,378 $170K 0.06% 0 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: 94 shares; 2024Q4: 94 shares; 2025Q1: 99 shares; 2025Q2: 134 shares; 2025Q3: 129 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $169K 0.06% 0 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: 3,311 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,290 shares; 2025Q3: 3,318 shares; 2025Q4: 3,318 shares; 2026Q1: 3,318 shares 3,318 $169K 0.06% 0 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 5,685 shares; 2025Q4: 5,685 shares; 2026Q1: 5,685 shares 5,685 $165K 0.05% 0 Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 5,724 shares; 2025Q2: 5,724 shares; 2025Q3: 5,724 shares; 2025Q4: 5,405 shares; 2026Q1: 5,405 shares 5,405 $164K 0.05% 0 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: 4,717 shares; 2025Q2: 4,717 shares; 2025Q3: 4,717 shares; 2025Q4: 4,717 shares; 2026Q1: 4,665 shares 4,665 $164K 0.05% -52 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: 1,129 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $161K 0.05% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares 2,370 $159K 0.05% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,207 shares; 2025Q1: 3,407 shares; 2025Q2: 3,177 shares; 2025Q3: 3,177 shares; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares 6,139 $158K 0.05% 0 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 3,914 shares 3,914 $156K 0.05% +3,344 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 6,511 shares; 2025Q3: 6,511 shares; 2025Q4: 6,511 shares; 2026Q1: 5,909 shares 5,909 $155K 0.05% -602 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,552 shares; 2025Q1: 5,744 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 4,551 shares; 2026Q1: 4,551 shares 4,551 $154K 0.05% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 3,935 shares; 2025Q4: 3,935 shares; 2026Q1: 3,935 shares 3,935 $152K 0.05% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 3,719 shares; 2026Q1: 3,719 shares 3,719 $151K 0.05% 0 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $150K 0.05% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 7,358 shares; 2025Q1: 6,318 shares; 2025Q2: 5,915 shares; 2025Q3: 5,565 shares; 2025Q4: 5,565 shares; 2026Q1: 4,115 shares 4,115 $150K 0.05% -1,450 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,633 shares; 2025Q1: 3,688 shares; 2025Q2: 3,959 shares; 2025Q3: 3,959 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares 3,688 $149K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 377 shares; 2025Q1: 397 shares; 2025Q2: 538 shares; 2025Q3: 518 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $147K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $145K 0.05% 0 Timeline UCON 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: 10,392 shares; 2024Q4: 10,392 shares; 2025Q1: 10,392 shares; 2025Q2: 8,932 shares; 2025Q3: 5,842 shares; 2025Q4: 5,842 shares; 2026Q1: 5,842 shares 5,842 $145K 0.05% 0 Timeline IFEB 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 4,848 shares 4,848 $145K 0.05% +3,756 Timeline VCR 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: 481 shares; 2024Q4: 517 shares; 2025Q1: 481 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $144K 0.05% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 5,091 shares; 2025Q1: 5,491 shares; 2025Q2: 5,531 shares; 2025Q3: 5,281 shares; 2025Q4: 5,281 shares; 2026Q1: 6,060 shares 6,060 $144K 0.05% +779 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $144K 0.05% 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: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares; 2026Q1: 2,905 shares 2,905 $143K 0.05% +113 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 401 shares; 2025Q2: 2,678 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 1,692 shares 1,692 $140K 0.05% -441 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,780 shares; 2025Q1: 4,010 shares; 2025Q2: 3,835 shares; 2025Q3: 3,760 shares; 2025Q4: 5,697 shares; 2026Q1: 5,607 shares 5,607 $139K 0.05% -90 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $138K 0.05% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 4,495 shares; 2025Q3: 5,379 shares; 2025Q4: 5,249 shares; 2026Q1: 5,249 shares 5,249 $137K 0.05% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 344 shares; 2025Q1: 325 shares; 2025Q2: 301 shares; 2025Q3: 259 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $134K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,910 shares; 2025Q3: 2,410 shares; 2025Q4: 2,416 shares; 2026Q1: 2,433 shares 2,433 $132K 0.04% +17 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 3,523 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares 3,735 $129K 0.04% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547 $129K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $129K 0.04% 0 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,142 shares; 2025Q3: 1,902 shares; 2025Q4: 4,763 shares; 2026Q1: 4,763 shares 4,763 $128K 0.04% 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $126K 0.04% 0 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,363 shares; 2025Q3: 4,657 shares; 2025Q4: 4,657 shares; 2026Q1: 4,657 shares 4,657 $125K 0.04% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 1,036 shares; 2025Q1: 1,311 shares; 2025Q2: 1,784 shares; 2025Q3: 1,785 shares; 2025Q4: 1,655 shares; 2026Q1: 1,656 shares 1,656 $124K 0.04% +1 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,267 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares 1,294 $124K 0.04% 0 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: 2,661 shares; 2024Q4: 2,683 shares; 2025Q1: 2,399 shares; 2025Q2: 1,827 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,970 shares 1,970 $123K 0.04% +2 Timeline IMAR 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: 50 shares; 2024Q4: not reported; 2025Q1: 2,497 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 4,229 shares 4,229 $123K 0.04% +1,732 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $120K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 892 shares; 2026Q1: 800 shares 800 $119K 0.04% -92 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,718 shares; 2025Q1: 2,798 shares; 2025Q2: 2,849 shares; 2025Q3: 2,862 shares; 2025Q4: 2,874 shares; 2026Q1: 2,918 shares 2,918 $117K 0.04% +44 Timeline DSI 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: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $116K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares; 2026Q1: 1,541 shares 1,541 $116K 0.04% +25 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares 1,779 $113K 0.04% 0 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,777 shares 3,777 $113K 0.04% new 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 221 shares; 2025Q2: 320 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $112K 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 1,578 shares; 2026Q1: 1,582 shares 1,582 $112K 0.04% +4 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $112K 0.04% 0 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 3,491 shares 3,491 $111K 0.04% +2,124 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,887 shares; 2025Q1: 1,887 shares; 2025Q2: 2,891 shares; 2025Q3: 2,891 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares 2,751 $111K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,675 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855 $111K 0.04% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,732 shares 2,732 $110K 0.04% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 124 shares; 2025Q2: 128 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 110 shares 110 $110K 0.04% -6 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,532 shares; 2025Q1: 1,446 shares; 2025Q2: 1,271 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $107K 0.04% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $107K 0.04% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares; 2026Q1: 5,048 shares 5,048 $107K 0.04% +478 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $106K 0.04% 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: 2,830 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,225 shares 2,225 $105K 0.03% -450 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,013 shares; 2025Q1: 2,728 shares; 2025Q2: 2,733 shares; 2025Q3: 2,566 shares; 2025Q4: 2,568 shares; 2026Q1: 2,571 shares 2,571 $104K 0.03% +3 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares; 2026Q1: 4,442 shares 4,442 $104K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $101K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $100K 0.03% 0 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares 3,376 $100K 0.03% 0 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: 1,195 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares 1,287 $99.9K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares 736 $99.6K 0.03% 0 Timeline RSMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 5,037 shares; 2025Q3: 5,037 shares; 2025Q4: 4,540 shares; 2026Q1: 4,484 shares 4,484 $99.3K 0.03% -56 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,285 shares 4,285 $99.2K 0.03% 0 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 230 shares; 2025Q4: 3,478 shares; 2026Q1: 3,478 shares 3,478 $96.9K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,026 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 999 shares 999 $96.3K 0.03% -25 Timeline PBAU PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,220 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares; 2026Q1: 3,238 shares 3,238 $96K 0.03% 0 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 2,255 shares 2,255 $94.5K 0.03% +947 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares 2,246 $94.1K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 1,888 shares; 2026Q1: 1,888 shares 1,888 $92.1K 0.03% 0 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: 2,760 shares; 2024Q4: 2,765 shares; 2025Q1: 2,767 shares; 2025Q2: 2,366 shares; 2025Q3: 2,366 shares; 2025Q4: 2,011 shares; 2026Q1: 2,012 shares 2,012 $90.3K 0.03% +1 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: 466 shares; 2024Q4: 466 shares; 2025Q1: 465 shares; 2025Q2: 464 shares; 2025Q3: 463 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $90K 0.03% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 2,553 shares; 2026Q1: 2,553 shares 2,553 $89.5K 0.03% 0 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 2,987 shares; 2026Q1: 2,987 shares 2,987 $89.2K 0.03% 0 Timeline VBR 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: 442 shares; 2024Q4: 429 shares; 2025Q1: 383 shares; 2025Q2: 378 shares; 2025Q3: 379 shares; 2025Q4: 383 shares; 2026Q1: 410 shares 410 $89.1K 0.03% +27 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 1,915 shares; 2025Q1: 1,680 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,595 shares 1,595 $88.6K 0.03% -35 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $88.2K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,727 shares; 2025Q1: 304 shares; 2025Q2: 241 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $85.9K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 3,967 shares 3,967 $85.5K 0.03% +3,757 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 2,318 shares 2,318 $84.1K 0.03% +1,093 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,541 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares 2,041 $83.8K 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 417 shares; 2025Q2: 453 shares; 2025Q3: 480 shares; 2025Q4: 397 shares; 2026Q1: 436 shares 436 $83.6K 0.03% +39 Timeline USIG 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,627 shares 1,627 $83.4K 0.03% new 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: 408 shares; 2024Q4: 358 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $83.2K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $82.1K 0.03% new Timeline XOCT 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 2,188 shares; 2026Q1: 2,188 shares 2,188 $81.5K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,524 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares 2,540 $81.3K 0.03% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 2,111 shares; 2026Q1: 1,802 shares 1,802 $80.4K 0.03% -309 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $78.9K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $78.4K 0.03% 0 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $78K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $77.7K 0.03% 0 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares 1,564 $77.5K 0.03% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $77K 0.03% 0 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $77K 0.03% 0 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 2,161 shares; 2026Q1: 2,036 shares 2,036 $76.1K 0.03% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $75.2K 0.02% 0 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 2,023 shares; 2026Q1: 1,847 shares 1,847 $75K 0.02% -176 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,643 shares 3,643 $74.8K 0.02% +500 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,380 shares 2,380 $74.4K 0.02% -145 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 2,460 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690 $74.3K 0.02% 0 Timeline PQJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 2,611 shares 2,611 $73.8K 0.02% +748 Timeline SEPP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 3,487 shares; 2025Q4: 2,457 shares; 2026Q1: 2,457 shares 2,457 $73.7K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 895 shares; 2025Q1: 826 shares; 2025Q2: 821 shares; 2025Q3: 816 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $73.6K 0.02% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $72.5K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,931 shares; 2025Q3: 2,626 shares; 2025Q4: 2,317 shares; 2026Q1: 2,008 shares 2,008 $72.2K 0.02% -309 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 1,698 shares 1,698 $72K 0.02% +825 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 446 shares 446 $71.5K 0.02% +440 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $71.1K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $70.5K 0.02% 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: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $70.3K 0.02% 0 Timeline PQJL PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares 2,476 $70.2K 0.02% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,130 shares; 2025Q1: 1,770 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $70.2K 0.02% 0 Timeline BUFB 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 605 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 2,261 shares; 2026Q1: 1,951 shares 1,951 $70.1K 0.02% -310 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 1,730 shares; 2025Q1: 1,730 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $69.9K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 382 shares; 2025Q1: 413 shares; 2025Q2: 1,133 shares; 2025Q3: 1,008 shares; 2025Q4: 1,009 shares; 2026Q1: 852 shares 852 $69.8K 0.02% -157 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $69.6K 0.02% 0 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,426 shares; 2026Q1: 2,426 shares 2,426 $69.5K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,265 shares; 2025Q2: 1,262 shares; 2025Q3: 1,256 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $69.5K 0.02% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 272 shares 272 $69.1K 0.02% +270 Timeline REGL 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: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $69K 0.02% 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 402 shares 402 $68.2K 0.02% -7 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 679 shares 679 $68K 0.02% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $67.2K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $67.1K 0.02% 0 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares; 2026Q1: 2,368 shares 2,368 $66.8K 0.02% 0 Timeline PMMR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 2,482 shares 2,482 $65.6K 0.02% +1,875 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $65.4K 0.02% 0 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $65.2K 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 1,558 shares; 2025Q3: 1,248 shares; 2025Q4: 1,229 shares; 2026Q1: 1,088 shares 1,088 $65K 0.02% -141 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: 389 shares; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares 389 $64.3K 0.02% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $64K 0.02% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $64K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $63.5K 0.02% 0 Timeline BUFD 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: 9,505 shares; 2024Q4: 7,370 shares; 2025Q1: 5,270 shares; 2025Q2: 3,645 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,235 shares 2,235 $62.6K 0.02% -85 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares 2,320 $62.4K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 507 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $62K 0.02% 0 Timeline CPAG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $61.8K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $60.7K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $60.5K 0.02% 0 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares 2,079 $60.3K 0.02% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $59.7K 0.02% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $59.4K 0.02% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 299 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $59.2K 0.02% 0 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 1,519 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares 1,519 $59.1K 0.02% 0 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares 2,370 $58.8K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 412 shares 412 $57K 0.02% +166 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,322 shares; 2025Q1: 3,178 shares; 2025Q2: 3,185 shares; 2025Q3: 3,113 shares; 2025Q4: 3,120 shares; 2026Q1: 3,124 shares 3,124 $56.1K 0.02% +4 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $55.9K 0.02% 0 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $55.7K 0.02% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $55.4K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 214 shares 214 $55.1K 0.02% -10 Timeline PBMY PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811 $54.8K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $54.4K 0.02% 0 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 762 shares; 2026Q1: 712 shares 712 $54.2K 0.02% -50 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $54.1K 0.02% 0 Timeline NOVP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824 $54K 0.02% 0 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $53.2K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $52.7K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 590 shares 590 $52.3K 0.02% +17 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 3,668 shares 3,668 $52.3K 0.02% 0 Timeline PBNV PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares 1,803 $52.1K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $51.7K 0.02% 0 Timeline PQOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $51.7K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $51.6K 0.02% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $51.5K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $51K 0.02% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares 2,016 $50.9K 0.02% 0 Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares 1,744 $50.2K 0.02% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 748 shares 748 $50.1K 0.02% -594 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 414 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $49.9K 0.02% 0 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: 714 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 781 shares; 2025Q3: 815 shares; 2025Q4: 819 shares; 2026Q1: 822 shares 822 $49.9K 0.02% +3 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares 1,515 $49.7K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,352 shares; 2025Q1: 1,354 shares; 2025Q2: 1,959 shares; 2025Q3: 1,763 shares; 2025Q4: 1,765 shares; 2026Q1: 1,767 shares 1,767 $49.6K 0.02% +2 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 241 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 187 shares; 2026Q1: 185 shares 185 $49.2K 0.02% -2 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares 476 $48.7K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 124 shares; 2025Q1: 120 shares; 2025Q2: 115 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $48.6K 0.02% 0 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $48.5K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 532 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 243 shares 243 $48.1K 0.02% -189 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $47.9K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $47.8K 0.02% 0 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 1,798 shares; 2025Q2: 1,798 shares; 2025Q3: 1,798 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares 1,598 $47.7K 0.02% 0 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525 $47.3K 0.02% 0 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: 361 shares; 2024Q4: 361 shares; 2025Q1: 366 shares; 2025Q2: 370 shares; 2025Q3: 375 shares; 2025Q4: 379 shares; 2026Q1: 712 shares 712 $47K 0.02% +333 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $46.8K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $46.8K 0.02% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $46.5K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 781 shares; 2025Q3: 777 shares; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $46.4K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares 1,559 $46K 0.02% new Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,311 shares; 2026Q1: 1,421 shares 1,421 $45.9K 0.02% -890 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488 shares 488 $45.8K 0.02% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares 1,010 $45.8K 0.02% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $45.5K 0.02% 0 Timeline PBSE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 984 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547 $45.1K 0.01% 0 Timeline DVY 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 355 shares; 2025Q2: 317 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $45K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $44.9K 0.01% 0 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: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $44.7K 0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $44.5K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $44.4K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $44.1K 0.01% 0 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402 $43.9K 0.01% 0 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,176 shares 1,176 $43.7K 0.01% -155 Timeline CPHY RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 848 shares; 2026Q1: 848 shares 848 $42.9K 0.01% 0 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares 2,059 $42.6K 0.01% 0 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 324 shares 324 $42.4K 0.01% +159 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 333 shares; 2026Q1: 315 shares 315 $41.6K 0.01% -18 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $41.4K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 277 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $41.2K 0.01% 0 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,133 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $41.2K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 360 shares; 2025Q4: 370 shares; 2026Q1: 371 shares 371 $41K 0.01% +1 Timeline DECP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares 1,379 $41K 0.01% 0 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714 $40.3K 0.01% 0 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 1,505 shares 1,505 $39.3K 0.01% -1,220 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $39.2K 0.01% 0 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $38.7K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $38.6K 0.01% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,503 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $37.6K 0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $37.5K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 533 shares 533 $37.4K 0.01% +450 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $37.4K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $37K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $37K 0.01% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $36.9K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 212 shares 212 $36.7K 0.01% +84 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 197 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $36.6K 0.01% 0 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 349 shares 349 $36.2K 0.01% +2 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: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares 1,585 $36.1K 0.01% 0 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: 130 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 686 shares; 2025Q3: 735 shares; 2025Q4: 745 shares; 2026Q1: 713 shares 713 $35.8K 0.01% -32 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 1,631 shares; 2025Q1: 1,526 shares; 2025Q2: 1,535 shares; 2025Q3: 1,474 shares; 2025Q4: 1,417 shares; 2026Q1: 1,531 shares 1,531 $35.6K 0.01% +114 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $34.7K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $33.8K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 268 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 290 shares; 2026Q1: 390 shares 390 $33.8K 0.01% +100 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: 2 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 226 shares; 2026Q1: 254 shares 254 $33.8K 0.01% +28 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $33.7K 0.01% 0 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 681 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $33.4K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 213 shares; 2025Q4: 218 shares; 2026Q1: 228 shares 228 $33.3K 0.01% +10 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 519 shares; 2025Q4: 523 shares; 2026Q1: 527 shares 527 $33.2K 0.01% +4 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $33.1K 0.01% 0 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $32.5K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $32.5K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 431 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 415 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $32.3K 0.01% 0 Timeline PQAP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,254 shares; 2026Q1: 1,104 shares 1,104 $32.2K 0.01% -150 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $32.2K 0.01% 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; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,660 shares; 2025Q1: 2,613 shares; 2025Q2: 904 shares; 2025Q3: 894 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $32.1K 0.01% 0 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $31.7K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $31.2K 0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626 $31.2K 0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 133 shares; 2026Q1: 293 shares 293 $30.8K 0.01% +160 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,973 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732 $30.7K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 105 shares 105 $30.6K 0.01% +30 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 66 shares 66 $30.4K 0.01% +1 Timeline XMAY 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $30K 0.01% 0 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $29.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,080 shares 1,080 $29.8K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 580 shares; 2025Q1: 467 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $29.6K 0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 958 shares 958 $29.2K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 1,313 shares 1,313 $29.1K 0.01% +1,061 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $28.9K 0.01% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $28.6K 0.01% 0 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $28.4K 0.01% 0 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares 1,311 $28.2K 0.01% 0 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: 384 shares; 2024Q4: 384 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 445 shares 445 $27.9K 0.01% -56 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 820 shares; 2026Q1: 505 shares 505 $27.6K 0.01% -315 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares 108 $27.1K 0.01% new 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: not reported; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 84 shares 84 $26.7K 0.01% -95 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $26.7K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $26.5K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $26.3K 0.01% 0 Timeline LMBS 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: 903 shares; 2024Q4: 391 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $26.2K 0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 9,430 shares; 2025Q4: 9,430 shares; 2026Q1: 9,430 shares 9,430 $25.8K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167 $25.7K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $25.6K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 361 shares 361 $25.5K 0.01% +1 Timeline