SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,961 shares; 2024Q4: 195,412 shares; 2025Q1: 197,581 shares; 2025Q2: 197,581 shares 197,581 $13M 3.64% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,870 shares; 2024Q4: 48,358 shares; 2025Q1: 49,655 shares; 2025Q2: 49,655 shares 49,655 $11M 3.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,472 shares; 2024Q4: 28,834 shares; 2025Q1: 26,775 shares; 2025Q2: 26,775 shares 26,775 $9.93M 2.78% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,418 shares; 2024Q4: 192,444 shares; 2025Q1: 181,887 shares; 2025Q2: 181,887 shares 181,887 $9.25M 2.59% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,458 shares; 2024Q4: 47,327 shares; 2025Q1: 44,464 shares; 2025Q2: 44,464 shares 44,464 $7.68M 2.15% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,927 shares; 2024Q4: 19,710 shares; 2025Q1: 19,275 shares; 2025Q2: 19,275 shares 19,275 $7.24M 2.03% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,098 shares; 2024Q4: 172,392 shares; 2025Q1: 147,478 shares; 2025Q2: 147,478 shares 147,478 $7.2M 2.02% 0 Timeline FPEI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,304 shares; 2024Q4: 406,786 shares; 2025Q1: 374,347 shares; 2025Q2: 374,347 shares 374,347 $7M 1.96% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,114 shares; 2024Q4: 101,973 shares; 2025Q1: 86,892 shares; 2025Q2: 86,892 shares 86,892 $6.8M 1.91% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,639 shares; 2025Q1: 192,050 shares; 2025Q2: 192,050 shares 192,050 $5.68M 1.59% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,305 shares; 2024Q4: 147,087 shares; 2025Q1: 113,802 shares; 2025Q2: 113,802 shares 113,802 $5.59M 1.57% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,277 shares; 2024Q4: 267,171 shares; 2025Q1: 207,212 shares; 2025Q2: 207,212 shares 207,212 $5.46M 1.53% 0 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,356 shares; 2024Q4: 67,516 shares; 2025Q1: 219,040 shares; 2025Q2: 219,040 shares 219,040 $5.41M 1.51% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,614 shares; 2024Q4: 393,107 shares; 2025Q1: 362,500 shares; 2025Q2: 362,500 shares 362,500 $4.95M 1.39% 0 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,055 shares; 2024Q4: 170,631 shares; 2025Q1: 179,271 shares; 2025Q2: 179,271 shares 179,271 $4.7M 1.32% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,863 shares; 2024Q4: 117,403 shares; 2025Q1: 104,846 shares; 2025Q2: 104,846 shares 104,846 $4.55M 1.28% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,465 shares; 2024Q4: 60,006 shares; 2025Q1: 46,833 shares; 2025Q2: 46,833 shares 46,833 $4.33M 1.21% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,588 shares; 2024Q4: 444,027 shares; 2025Q1: 413,571 shares; 2025Q2: 413,571 shares 413,571 $4.32M 1.21% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,856 shares; 2025Q1: 236,968 shares; 2025Q2: 236,968 shares 236,968 $4.31M 1.21% 0 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,630 shares; 2024Q4: 144,701 shares; 2025Q1: 148,901 shares; 2025Q2: 148,901 shares 148,901 $4.29M 1.2% 0 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,447 shares; 2024Q4: 41,090 shares; 2025Q1: 41,907 shares; 2025Q2: 41,907 shares 41,907 $4.24M 1.19% 0 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,497 shares; 2025Q1: 167,504 shares; 2025Q2: 167,504 shares 167,504 $3.68M 1.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,705 shares; 2024Q4: 19,454 shares; 2025Q1: 18,653 shares; 2025Q2: 18,653 shares 18,653 $3.55M 0.99% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,842 shares; 2024Q4: 88,192 shares; 2025Q1: 75,332 shares; 2025Q2: 75,332 shares 75,332 $3.49M 0.98% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,964 shares; 2024Q4: 53,257 shares; 2025Q1: 44,895 shares; 2025Q2: 44,895 shares 44,895 $3.44M 0.96% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,156 shares; 2024Q4: 54,752 shares; 2025Q1: 46,954 shares; 2025Q2: 46,954 shares 46,954 $3.31M 0.93% 0 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,585 shares; 2024Q4: 100,328 shares; 2025Q1: 107,104 shares; 2025Q2: 107,104 shares 107,104 $3.18M 0.89% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 5,484 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares 5,581 $3.14M 0.88% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,763 shares; 2024Q4: 72,182 shares; 2025Q1: 68,698 shares; 2025Q2: 68,698 shares 68,698 $3.11M 0.87% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,279 shares; 2024Q4: 75,906 shares; 2025Q1: 67,961 shares; 2025Q2: 67,961 shares 67,961 $3.03M 0.85% 0 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,218 shares; 2024Q4: 125,019 shares; 2025Q1: 128,804 shares; 2025Q2: 128,804 shares 128,804 $2.83M 0.79% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,764 shares; 2024Q4: 22,391 shares; 2025Q1: 26,026 shares; 2025Q2: 26,026 shares 26,026 $2.82M 0.79% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 13,089 shares; 2025Q1: 12,407 shares; 2025Q2: 12,407 shares 12,407 $2.6M 0.73% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,528 shares; 2024Q4: 54,193 shares; 2025Q1: 49,847 shares; 2025Q2: 49,847 shares 49,847 $2.52M 0.71% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,926 shares; 2024Q4: 16,396 shares; 2025Q1: 15,667 shares; 2025Q2: 15,667 shares 15,667 $2.45M 0.69% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 6,844 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares 6,470 $2.27M 0.64% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 4,207 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares 4,379 $2.25M 0.63% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,503 shares; 2024Q4: 4,912 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares 4,755 $2.23M 0.62% 0 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,802 shares; 2024Q4: 61,973 shares; 2025Q1: 64,647 shares; 2025Q2: 64,647 shares 64,647 $2.23M 0.62% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,441 shares; 2024Q4: 13,093 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares 12,436 $2.13M 0.6% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,001 shares; 2024Q4: 57,374 shares; 2025Q1: 59,706 shares; 2025Q2: 59,706 shares 59,706 $2.1M 0.59% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,031 shares; 2025Q1: 8,068 shares; 2025Q2: 8,068 shares 8,068 $2.09M 0.59% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,909 shares; 2024Q4: 9,951 shares; 2025Q1: 9,336 shares; 2025Q2: 9,336 shares 9,336 $2.07M 0.58% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,808 shares; 2024Q4: 133,918 shares; 2025Q1: 122,242 shares; 2025Q2: 122,242 shares 122,242 $1.95M 0.55% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 16,639 shares; 2025Q1: 16,220 shares; 2025Q2: 16,220 shares 16,220 $1.93M 0.54% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,043 shares; 2024Q4: 56,225 shares; 2025Q1: 49,797 shares; 2025Q2: 49,797 shares 49,797 $1.87M 0.52% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 12,251 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares 11,360 $1.8M 0.51% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 10,039 shares; 2025Q1: 10,512 shares; 2025Q2: 10,512 shares 10,512 $1.76M 0.49% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 3,183 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares 3,035 $1.66M 0.47% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,807 shares; 2024Q4: 61,721 shares; 2025Q1: 54,287 shares; 2025Q2: 54,287 shares 54,287 $1.58M 0.44% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,294 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares 4,192 $1.54M 0.43% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 8,252 shares; 2025Q1: 7,628 shares; 2025Q2: 7,628 shares 7,628 $1.53M 0.43% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 2,022 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares 1,833 $1.51M 0.42% 0 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,961 shares; 2024Q4: 33,823 shares; 2025Q1: 30,023 shares; 2025Q2: 30,023 shares 30,023 $1.5M 0.42% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,728 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares 4,787 $1.5M 0.42% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 9,937 shares; 2025Q1: 9,397 shares; 2025Q2: 9,397 shares 9,397 $1.45M 0.41% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,975 shares; 2024Q4: 30,787 shares; 2025Q1: 31,884 shares; 2025Q2: 31,884 shares 31,884 $1.45M 0.41% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 9,964 shares; 2025Q1: 10,060 shares; 2025Q2: 10,060 shares 10,060 $1.43M 0.4% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,635 shares; 2024Q4: 68,876 shares; 2025Q1: 61,040 shares; 2025Q2: 61,040 shares 61,040 $1.4M 0.39% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,845 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares 5,560 $1.38M 0.39% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 9,217 shares; 2025Q1: 9,153 shares; 2025Q2: 9,153 shares 9,153 $1.37M 0.38% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,542 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares 2,530 $1.35M 0.38% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 5,927 shares; 2025Q1: 5,481 shares; 2025Q2: 5,481 shares 5,481 $1.34M 0.38% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 15,904 shares; 2025Q1: 15,557 shares; 2025Q2: 15,557 shares 15,557 $1.33M 0.37% 0 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 23,724 shares; 2025Q1: 24,165 shares; 2025Q2: 24,165 shares 24,165 $1.33M 0.37% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,440 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares 1,395 $1.32M 0.37% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,710 shares; 2024Q4: 50,470 shares; 2025Q1: 45,761 shares; 2025Q2: 45,761 shares 45,761 $1.29M 0.36% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,489 shares; 2024Q4: 23,294 shares; 2025Q1: 24,044 shares; 2025Q2: 24,044 shares 24,044 $1.28M 0.36% 0 Timeline FGD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,575 shares; 2024Q4: 57,418 shares; 2025Q1: 52,634 shares; 2025Q2: 52,634 shares 52,634 $1.27M 0.36% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 19,336 shares; 2025Q1: 18,282 shares; 2025Q2: 18,282 shares 18,282 $1.25M 0.35% 0 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,997 shares; 2024Q4: 32,890 shares; 2025Q1: 34,020 shares; 2025Q2: 34,020 shares 34,020 $1.22M 0.34% 0 EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 11,267 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares 11,109 $1.22M 0.34% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 3,098 shares; 2025Q1: 3,147 shares; 2025Q2: 3,147 shares 3,147 $1.21M 0.34% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 7,748 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares 7,140 $1.2M 0.33% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 7,070 shares; 2025Q1: 6,957 shares; 2025Q2: 6,957 shares 6,957 $1.19M 0.33% 0 Timeline MDIV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,434 shares; 2024Q4: 78,863 shares; 2025Q1: 72,300 shares; 2025Q2: 72,300 shares 72,300 $1.18M 0.33% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,102 shares; 2024Q4: 29,436 shares; 2025Q1: 29,290 shares; 2025Q2: 29,290 shares 29,290 $1.17M 0.33% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,085 shares; 2024Q4: 22,547 shares; 2025Q1: 20,050 shares; 2025Q2: 20,050 shares 20,050 $1.17M 0.33% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,783 shares; 2024Q4: 7,826 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares 7,381 $1.14M 0.32% 0 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,408 shares; 2024Q4: 44,182 shares; 2025Q1: 45,870 shares; 2025Q2: 45,870 shares 45,870 $1.14M 0.32% 0 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,105 shares; 2024Q4: 24,178 shares; 2025Q1: 22,497 shares; 2025Q2: 22,497 shares 22,497 $1.09M 0.3% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,039 shares; 2024Q4: 10,299 shares; 2025Q1: 10,553 shares; 2025Q2: 10,553 shares 10,553 $1.08M 0.3% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,076 shares; 2024Q4: 11,787 shares; 2025Q1: 12,751 shares; 2025Q2: 12,751 shares 12,751 $1.08M 0.3% 0 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,233 shares; 2024Q4: 37,051 shares; 2025Q1: 35,640 shares; 2025Q2: 35,640 shares 35,640 $1.08M 0.3% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 11,610 shares; 2025Q1: 11,178 shares; 2025Q2: 11,178 shares 11,178 $1.07M 0.3% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,336 shares; 2024Q4: 13,761 shares; 2025Q1: 10,584 shares; 2025Q2: 10,584 shares 10,584 $1.07M 0.3% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,920 shares; 2025Q1: 9,419 shares; 2025Q2: 9,419 shares 9,419 $1.05M 0.29% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 13,603 shares; 2025Q1: 14,896 shares; 2025Q2: 14,896 shares 14,896 $1.05M 0.29% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,939 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares 1,806 $1.04M 0.29% 0 Timeline QBUL ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,659 shares; 2024Q4: 39,104 shares; 2025Q1: 41,182 shares; 2025Q2: 41,182 shares 41,182 $1.02M 0.29% 0 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,650 shares; 2024Q4: 33,629 shares; 2025Q1: 34,182 shares; 2025Q2: 34,182 shares 34,182 $1.02M 0.29% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 12,779 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares 12,080 $1.02M 0.29% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 11,852 shares; 2025Q1: 10,937 shares; 2025Q2: 10,937 shares 10,937 $1.02M 0.28% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,168 shares; 2024Q4: 17,634 shares; 2025Q1: 18,080 shares; 2025Q2: 18,080 shares 18,080 $1.01M 0.28% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,889 shares; 2024Q4: 21,755 shares; 2025Q1: 21,946 shares; 2025Q2: 21,946 shares 21,946 $1.01M 0.28% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 7,153 shares; 2025Q1: 6,943 shares; 2025Q2: 6,943 shares 6,943 $1.01M 0.28% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,822 shares; 2024Q4: 15,487 shares; 2025Q1: 15,457 shares; 2025Q2: 15,457 shares 15,457 $1.01M 0.28% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,310 shares; 2024Q4: 39,881 shares; 2025Q1: 36,814 shares; 2025Q2: 36,814 shares 36,814 $1M 0.28% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 22,815 shares; 2025Q1: 23,481 shares; 2025Q2: 23,481 shares 23,481 $991K 0.28% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 9,633 shares; 2025Q1: 9,968 shares; 2025Q2: 9,968 shares 9,968 $989K 0.28% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 10,012 shares; 2025Q1: 10,878 shares; 2025Q2: 10,878 shares 10,878 $976K 0.27% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,821 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares 1,918 $975K 0.27% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 11,281 shares; 2025Q1: 11,760 shares; 2025Q2: 11,760 shares 11,760 $968K 0.27% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 12,463 shares; 2025Q1: 12,819 shares; 2025Q2: 12,819 shares 12,819 $963K 0.27% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,548 shares; 2025Q1: 6,066 shares; 2025Q2: 6,066 shares 6,066 $959K 0.27% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,217 shares; 2024Q4: 21,164 shares; 2025Q1: 19,489 shares; 2025Q2: 19,489 shares 19,489 $950K 0.27% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,831 shares; 2024Q4: 19,908 shares; 2025Q1: 19,547 shares; 2025Q2: 19,547 shares 19,547 $944K 0.26% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,287 shares; 2024Q4: 29,051 shares; 2025Q1: 27,915 shares; 2025Q2: 27,915 shares 27,915 $927K 0.26% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 8,271 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares 7,795 $921K 0.26% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 11,635 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares 11,512 $915K 0.26% 0 Timeline AVIG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,610 shares; 2024Q4: 24,225 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares 21,965 $909K 0.25% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,872 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares 1,778 $904K 0.25% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,413 shares; 2024Q4: 20,413 shares; 2025Q1: 20,413 shares; 2025Q2: 20,413 shares 20,413 $903K 0.25% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,925 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares 3,805 $899K 0.25% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,959 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares 2,875 $897K 0.25% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,986 shares; 2024Q4: 7,958 shares; 2025Q1: 8,179 shares; 2025Q2: 8,179 shares 8,179 $894K 0.25% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,790 shares; 2024Q4: 13,515 shares; 2025Q1: 13,801 shares; 2025Q2: 13,801 shares 13,801 $888K 0.25% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,312 shares; 2024Q4: 9,291 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares 8,998 $888K 0.25% 0 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,835 shares; 2024Q4: 66,530 shares; 2025Q1: 66,729 shares; 2025Q2: 66,729 shares 66,729 $883K 0.25% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,145 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares 1,099 $875K 0.25% 0 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,748 shares; 2024Q4: 20,137 shares; 2025Q1: 17,982 shares; 2025Q2: 17,982 shares 17,982 $869K 0.24% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,381 shares; 2024Q4: 14,198 shares; 2025Q1: 14,675 shares; 2025Q2: 14,675 shares 14,675 $867K 0.24% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,911 shares; 2024Q4: 57,005 shares; 2025Q1: 57,313 shares; 2025Q2: 57,313 shares 57,313 $860K 0.24% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,417 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares 1,374 $844K 0.24% 0 Timeline FTQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,902 shares; 2024Q4: 47,832 shares; 2025Q1: 44,703 shares; 2025Q2: 44,703 shares 44,703 $843K 0.24% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,021 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares 3,871 $842K 0.24% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,309 shares; 2024Q4: 50,725 shares; 2025Q1: 52,607 shares; 2025Q2: 52,607 shares 52,607 $841K 0.24% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 9,624 shares; 2025Q1: 10,112 shares; 2025Q2: 10,112 shares 10,112 $838K 0.23% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,853 shares; 2024Q4: 20,034 shares; 2025Q1: 20,019 shares; 2025Q2: 20,019 shares 20,019 $820K 0.23% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,943 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares 3,867 $819K 0.23% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,955 shares; 2024Q4: 28,579 shares; 2025Q1: 29,680 shares; 2025Q2: 29,680 shares 29,680 $806K 0.23% 0 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 4,978 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares 4,857 $805K 0.23% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 21,814 shares; 2025Q1: 22,285 shares; 2025Q2: 22,285 shares 22,285 $805K 0.23% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,237 shares; 2024Q4: 72,505 shares; 2025Q1: 79,404 shares; 2025Q2: 79,404 shares 79,404 $796K 0.22% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,367 shares; 2024Q4: 17,068 shares; 2025Q1: 17,266 shares; 2025Q2: 17,266 shares 17,266 $794K 0.22% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 8,977 shares; 2025Q1: 9,372 shares; 2025Q2: 9,372 shares 9,372 $791K 0.22% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 13,000 shares; 2025Q1: 13,157 shares; 2025Q2: 13,157 shares 13,157 $790K 0.22% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,193 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares 2,149 $781K 0.22% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,471 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares 5,628 $778K 0.22% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,416 shares; 2025Q1: 13,182 shares; 2025Q2: 13,182 shares 13,182 $777K 0.22% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,744 shares; 2024Q4: 19,108 shares; 2025Q1: 19,812 shares; 2025Q2: 19,812 shares 19,812 $777K 0.22% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 11,905 shares; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares 10,530 $775K 0.22% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 8,523 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares 8,427 $774K 0.22% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 5,617 shares; 2025Q1: 5,777 shares; 2025Q2: 5,777 shares 5,777 $763K 0.21% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,354 shares; 2024Q4: 24,167 shares; 2025Q1: 22,530 shares; 2025Q2: 22,530 shares 22,530 $755K 0.21% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,562 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares 1,513 $753K 0.21% 0 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 28,718 shares; 2025Q1: 26,191 shares; 2025Q2: 26,191 shares 26,191 $748K 0.21% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 17,629 shares; 2025Q1: 18,124 shares; 2025Q2: 18,124 shares 18,124 $746K 0.21% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,964 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares 2,918 $746K 0.21% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,444 shares; 2024Q4: 36,306 shares; 2025Q1: 38,617 shares; 2025Q2: 38,617 shares 38,617 $743K 0.21% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 7,080 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares 6,800 $741K 0.21% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,593 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares 1,485 $735K 0.21% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 14,100 shares; 2025Q1: 13,881 shares; 2025Q2: 13,881 shares 13,881 $707K 0.2% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 22,491 shares; 2025Q1: 21,598 shares; 2025Q2: 21,598 shares 21,598 $693K 0.19% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 9,141 shares; 2025Q1: 8,992 shares; 2025Q2: 8,992 shares 8,992 $693K 0.19% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,577 shares; 2024Q4: 57,433 shares; 2025Q1: 57,774 shares; 2025Q2: 57,774 shares 57,774 $671K 0.19% 0 Timeline FDD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,797 shares; 2024Q4: 55,912 shares; 2025Q1: 49,419 shares; 2025Q2: 49,419 shares 49,419 $671K 0.19% 0 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 8,972 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares 9,286 $665K 0.19% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,905 shares; 2025Q1: 23,578 shares; 2025Q2: 23,578 shares 23,578 $653K 0.18% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,441 shares; 2024Q4: 15,372 shares; 2025Q1: 16,125 shares; 2025Q2: 16,125 shares 16,125 $652K 0.18% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 24,421 shares; 2025Q1: 23,249 shares; 2025Q2: 23,249 shares 23,249 $639K 0.18% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,605 shares; 2024Q4: 58,395 shares; 2025Q1: 56,700 shares; 2025Q2: 56,700 shares 56,700 $633K 0.18% 0 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 2,472 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares 2,334 $626K 0.18% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 39,567 shares; 2025Q1: 41,084 shares; 2025Q2: 41,084 shares 41,084 $623K 0.17% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 1,151 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares 1,186 $621K 0.17% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,198 shares; 2024Q4: 23,552 shares; 2025Q1: 24,421 shares; 2025Q2: 24,421 shares 24,421 $619K 0.17% 0 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,927 shares; 2024Q4: 22,322 shares; 2025Q1: 23,102 shares; 2025Q2: 23,102 shares 23,102 $618K 0.17% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,759 shares; 2024Q4: 59,388 shares; 2025Q1: 58,396 shares; 2025Q2: 58,396 shares 58,396 $618K 0.17% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 11,806 shares; 2025Q1: 12,961 shares; 2025Q2: 12,961 shares 12,961 $612K 0.17% 0 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,777 shares; 2024Q4: 18,690 shares; 2025Q1: 19,207 shares; 2025Q2: 19,207 shares 19,207 $607K 0.17% 0 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,167 shares; 2024Q4: 35,274 shares; 2025Q1: 36,821 shares; 2025Q2: 36,821 shares 36,821 $594K 0.17% 0 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,271 shares; 2024Q4: 14,236 shares; 2025Q1: 14,753 shares; 2025Q2: 14,753 shares 14,753 $592K 0.17% 0 LISTED FDS TR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 14,605 shares; 2025Q1: 15,115 shares; 2025Q2: 15,115 shares 15,115 $587K 0.16% 0 LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,559 shares; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares 2,513 $586K 0.16% 0 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,581 shares; 2024Q4: 18,443 shares; 2025Q1: 19,154 shares; 2025Q2: 19,154 shares 19,154 $581K 0.16% 0 TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,363 shares; 2025Q1: 6,323 shares; 2025Q2: 6,323 shares 6,323 $576K 0.16% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,193 shares; 2025Q1: 14,180 shares; 2025Q2: 14,180 shares 14,180 $573K 0.16% 0 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,989 shares; 2024Q4: 17,721 shares; 2025Q1: 18,341 shares; 2025Q2: 18,341 shares 18,341 $567K 0.16% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 9,336 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares 9,066 $559K 0.16% 0 Timeline XLC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 5,526 shares; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares 5,739 $554K 0.16% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,838 shares; 2024Q4: 13,712 shares; 2025Q1: 10,941 shares; 2025Q2: 10,941 shares 10,941 $546K 0.15% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 12,812 shares; 2025Q1: 11,192 shares; 2025Q2: 11,192 shares 11,192 $537K 0.15% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,218 shares; 2025Q1: 5,087 shares; 2025Q2: 5,087 shares 5,087 $537K 0.15% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 5,757 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares 5,347 $535K 0.15% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,855 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares 4,843 $533K 0.15% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,038 shares; 2024Q4: 25,637 shares; 2025Q1: 19,865 shares; 2025Q2: 19,865 shares 19,865 $528K 0.15% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,907 shares; 2024Q4: 2,517 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares 2,436 $503K 0.14% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares 4,520 $503K 0.14% 0 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 14,282 shares; 2025Q1: 14,993 shares; 2025Q2: 14,993 shares 14,993 $499K 0.14% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,119 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares 1,110 $496K 0.14% 0 Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 14,195 shares; 2025Q1: 14,946 shares; 2025Q2: 14,946 shares 14,946 $492K 0.14% 0 AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,664 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares 1,571 $489K 0.14% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,259 shares; 2024Q4: 8,706 shares; 2025Q1: 6,499 shares; 2025Q2: 6,499 shares 6,499 $476K 0.13% 0 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 15,821 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares 15,200 $471K 0.13% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 832 shares; 2025Q2: 832 shares 832 $465K 0.13% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,927 shares; 2024Q4: 7,304 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares 6,330 $465K 0.13% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,041 shares; 2024Q4: 61,849 shares; 2025Q1: 74,335 shares; 2025Q2: 74,335 shares 74,335 $461K 0.13% 0 Timeline RFCI ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,276 shares; 2024Q4: 19,128 shares; 2025Q1: 20,399 shares; 2025Q2: 20,399 shares 20,399 $459K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,609 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares 1,652 $454K 0.13% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 2,212 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares 2,158 $440K 0.12% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,190 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares 3,253 $432K 0.12% 0 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,627 shares; 2024Q4: 8,290 shares; 2025Q1: 7,971 shares; 2025Q2: 7,971 shares 7,971 $423K 0.12% 0 Timeline XLI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 3,069 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares 3,165 $415K 0.12% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,801 shares; 2025Q2: 5,801 shares 5,801 $414K 0.12% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 10,152 shares; 2025Q1: 9,874 shares; 2025Q2: 9,874 shares 9,874 $412K 0.12% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,749 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares 2,752 $408K 0.11% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,303 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares 3,214 $402K 0.11% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 8,117 shares; 2025Q1: 8,008 shares; 2025Q2: 8,008 shares 8,008 $399K 0.11% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,971 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares 2,033 $394K 0.11% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 2,172 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares 2,146 $378K 0.11% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,137 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares 1,943 $370K 0.1% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,817 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares 1,775 $359K 0.1% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 3,954 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares 3,776 $354K 0.1% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,729 shares; 2024Q4: 2,621 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares 2,395 $350K 0.1% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,772 shares; 2025Q1: 5,919 shares; 2025Q2: 5,919 shares 5,919 $333K 0.09% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 1,928 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares 1,896 $328K 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,464 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares 1,221 $328K 0.09% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,395 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares 1,460 $327K 0.09% 0 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,868 shares; 2024Q4: 17,512 shares; 2025Q1: 13,875 shares; 2025Q2: 13,875 shares 13,875 $320K 0.09% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares 2,686 $316K 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,336 shares 3,336 $299K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,926 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares 2,810 $294K 0.08% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 3,546 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares 3,494 $292K 0.08% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,951 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares 1,867 $290K 0.08% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,771 shares; 2025Q1: 4,167 shares; 2025Q2: 4,167 shares 4,167 $290K 0.08% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,123 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares 1,068 $289K 0.08% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,025 shares; 2025Q1: 919 shares; 2025Q2: 919 shares 919 $281K 0.08% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares 1,613 $278K 0.08% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,631 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares 1,620 $276K 0.08% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,081 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares 1,914 $269K 0.08% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,093 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares 4,806 $265K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares 1,999 $265K 0.07% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares 2,033 $262K 0.07% 0 Timeline AUGT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,903 shares; 2025Q1: 8,582 shares; 2025Q2: 8,582 shares 8,582 $260K 0.07% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 1,366 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares 1,314 $259K 0.07% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,176 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares 3,685 $252K 0.07% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,108 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares 4,760 $249K 0.07% 0 Timeline FLAO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 9,650 shares; 2025Q1: 9,273 shares; 2025Q2: 9,273 shares 9,273 $244K 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,414 shares; 2025Q1: 10,524 shares; 2025Q2: 10,524 shares 10,524 $239K 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,507 shares; 2025Q1: 2,714 shares; 2025Q2: 2,714 shares 2,714 $238K 0.07% 0 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,010 shares; 2024Q4: 9,958 shares; 2025Q1: 9,043 shares; 2025Q2: 9,043 shares 9,043 $231K 0.06% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares 1,589 $228K 0.06% 0 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,435 shares; 2025Q1: 7,034 shares; 2025Q2: 7,034 shares 7,034 $225K 0.06% 0 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,216 shares; 2024Q4: 8,421 shares; 2025Q1: 8,166 shares; 2025Q2: 8,166 shares 8,166 $225K 0.06% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 5,539 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares 5,151 $223K 0.06% 0 Timeline SEIX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares 9,356 $221K 0.06% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,114 shares; 2024Q4: not reported; 2025Q1: 7,270 shares; 2025Q2: 7,270 shares 7,270 $217K 0.06% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares 3,650 $215K 0.06% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 4,143 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares 3,646 $213K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: not reported; 2025Q1: 10,507 shares; 2025Q2: 10,507 shares 10,507 $208K 0.06% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,953 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares 3,491 $204K 0.06% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 5,396 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares 5,350 $202K 0.06% 0 Timeline