USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,168 shares; 2024Q4: 599,245 shares; 2025Q1: 284,166 shares; 2025Q2: 463,131 shares; 2025Q3: 881,250 shares 881,250 $44.3M 8.53% +418,119 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,660 shares; 2024Q4: 149,008 shares; 2025Q1: 253,337 shares; 2025Q2: 394,535 shares; 2025Q3: 389,458 shares 389,458 $25.3M 4.87% -5,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: not reported; 2025Q1: 11,322 shares; 2025Q2: 40,543 shares; 2025Q3: 34,914 shares 34,914 $23.3M 4.48% -5,629 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461,292 shares; 2024Q4: 1,452,902 shares; 2025Q1: 1,447,273 shares; 2025Q2: 1,453,255 shares; 2025Q3: 1,577,000 shares 1,577,000 $22.4M 4.31% +123,745 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 611 shares; 2025Q1: 995 shares; 2025Q2: 37,097 shares; 2025Q3: 31,836 shares 31,836 $19.1M 3.68% -5,261 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 141,388 shares; 2025Q2: 102,279 shares; 2025Q3: 165,239 shares 165,239 $14.8M 2.84% +62,960 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,513 shares; 2024Q4: 169,646 shares; 2025Q1: 183,329 shares; 2025Q2: 214,397 shares; 2025Q3: 193,020 shares 193,020 $14.8M 2.84% -21,377 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,220 shares; 2024Q4: 253,650 shares; 2025Q1: 279,182 shares; 2025Q2: 315,137 shares; 2025Q3: 364,583 shares 364,583 $13.4M 2.58% +49,446 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,845 shares; 2024Q4: 286,977 shares; 2025Q1: 236,024 shares; 2025Q2: 223,230 shares; 2025Q3: 201,597 shares 201,597 $12.7M 2.45% -21,633 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,140 shares; 2024Q4: 10,561 shares; 2025Q1: 11,835 shares; 2025Q2: 17,759 shares; 2025Q3: 43,021 shares 43,021 $12.1M 2.33% +25,262 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,582 shares; 2024Q4: 277,005 shares; 2025Q1: 280,257 shares; 2025Q2: 270,883 shares; 2025Q3: 377,927 shares 377,927 $11.6M 2.23% +107,044 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,952 shares; 2024Q4: 162,685 shares; 2025Q1: 165,107 shares; 2025Q2: 159,878 shares; 2025Q3: 241,323 shares 241,323 $10.4M 2% +81,445 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316,898 shares 316,898 $9.09M 1.75% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,028 shares; 2024Q4: 89,785 shares; 2025Q1: 32,375 shares; 2025Q2: 92,426 shares; 2025Q3: 113,834 shares 113,834 $8.7M 1.67% +21,408 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 10,513 shares; 2025Q1: 17,157 shares; 2025Q2: 24,235 shares; 2025Q3: 18,165 shares 18,165 $8.08M 1.56% -6,070 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 653 shares; 2025Q1: 1,872 shares; 2025Q2: 17,576 shares; 2025Q3: 16,596 shares 16,596 $7.7M 1.48% -980 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 32,736 shares; 2025Q1: 34,227 shares; 2025Q2: not reported; 2025Q3: 94,413 shares 94,413 $7.4M 1.42% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,943 shares; 2024Q4: 160,984 shares; 2025Q1: 179,076 shares; 2025Q2: 182,458 shares; 2025Q3: 181,707 shares 181,707 $6.07M 1.17% -751 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 4,926 shares; 2025Q1: 4,406 shares; 2025Q2: 7,225 shares; 2025Q3: 23,060 shares 23,060 $5.53M 1.06% +15,835 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,496 shares; 2025Q1: 68,983 shares; 2025Q2: 83,999 shares; 2025Q3: 140,403 shares 140,403 $5.5M 1.06% +56,404 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,309 shares; 2024Q4: 481,387 shares; 2025Q1: 510,106 shares; 2025Q2: 503,509 shares; 2025Q3: 664,832 shares 664,832 $5.45M 1.05% +161,323 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,366 shares 48,366 $4.87M 0.94% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,178 shares; 2024Q4: 17,481 shares; 2025Q1: 17,366 shares; 2025Q2: 31,178 shares; 2025Q3: 18,894 shares 18,894 $4.81M 0.93% -12,284 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,044 shares; 2024Q4: 12,649 shares; 2025Q1: 24,735 shares; 2025Q2: 15,709 shares; 2025Q3: 45,035 shares 45,035 $4.54M 0.87% +29,326 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 24,174 shares; 2025Q1: 23,820 shares; 2025Q2: 24,644 shares; 2025Q3: 24,147 shares 24,147 $4.51M 0.87% -497 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 5,730 shares; 2025Q1: 4,884 shares; 2025Q2: 4,998 shares; 2025Q3: 13,589 shares 13,589 $4.46M 0.86% +8,591 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,219 shares; 2025Q1: 5,922 shares; 2025Q2: 6,911 shares; 2025Q3: 6,646 shares 6,646 $4.45M 0.86% -265 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 28,420 shares; 2025Q1: 32,063 shares; 2025Q2: 21,508 shares; 2025Q3: 45,777 shares 45,777 $3.99M 0.77% +24,269 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,886 shares; 2024Q4: 136,750 shares; 2025Q1: 139,996 shares; 2025Q2: 136,113 shares; 2025Q3: 82,306 shares 82,306 $3.91M 0.75% -53,807 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,872 shares; 2024Q4: 45,551 shares; 2025Q1: 52,102 shares; 2025Q2: 53,274 shares; 2025Q3: 88,965 shares 88,965 $3.89M 0.75% +35,691 Timeline TNA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,464 shares; 2025Q3: 84,764 shares 84,764 $3.83M 0.74% +54,300 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,111 shares; 2025Q3: 36,594 shares 36,594 $3.78M 0.73% +23,483 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,477 shares; 2024Q4: 100,441 shares; 2025Q1: 47,614 shares; 2025Q2: 65,640 shares; 2025Q3: 87,798 shares 87,798 $3.72M 0.72% +22,158 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 6,367 shares; 2025Q1: not reported; 2025Q2: 11,375 shares; 2025Q3: 33,061 shares 33,061 $3.69M 0.71% +21,686 Timeline SPXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,350 shares; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 17,361 shares 17,361 $3.68M 0.71% +11,371 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,600 shares; 2024Q4: 65,089 shares; 2025Q1: 73,955 shares; 2025Q2: 79,697 shares; 2025Q3: 71,067 shares 71,067 $3.58M 0.69% -8,630 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 6,040 shares; 2025Q1: not reported; 2025Q2: 11,073 shares; 2025Q3: 32,235 shares 32,235 $3.45M 0.66% +21,162 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,177 shares; 2025Q3: 77,443 shares 77,443 $3.44M 0.66% +40,266 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,023 shares; 2024Q4: 45,913 shares; 2025Q1: 76,828 shares; 2025Q2: 91,493 shares; 2025Q3: 85,581 shares 85,581 $3.41M 0.66% -5,912 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,878 shares; 2024Q4: 17,423 shares; 2025Q1: 32,874 shares; 2025Q2: 3,738 shares; 2025Q3: 36,467 shares 36,467 $3.35M 0.64% +32,729 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,044 shares; 2025Q1: 164,273 shares; 2025Q2: 122,838 shares; 2025Q3: 85,936 shares 85,936 $3.3M 0.63% -36,902 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,449 shares 113,449 $3.18M 0.61% new Timeline FEBM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,058 shares; 2025Q2: 150,846 shares; 2025Q3: 105,630 shares 105,630 $3.16M 0.61% -45,216 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 5,860 shares; 2025Q1: 5,601 shares; 2025Q2: 5,448 shares; 2025Q3: 5,595 shares 5,595 $2.9M 0.56% +147 Timeline AGGH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,272 shares 134,272 $2.78M 0.54% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,078 shares; 2024Q4: 12,162 shares; 2025Q1: 12,249 shares; 2025Q2: 13,020 shares; 2025Q3: 12,557 shares 12,557 $2.76M 0.53% -463 Timeline HARD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,391 shares; 2025Q2: 93,628 shares; 2025Q3: 89,751 shares 89,751 $2.71M 0.52% -3,877 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,943 shares; 2025Q3: 37,516 shares 37,516 $2.69M 0.52% +10,573 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,377 shares; 2024Q4: 51,401 shares; 2025Q1: 64,281 shares; 2025Q2: 75,854 shares; 2025Q3: 70,951 shares 70,951 $2.68M 0.52% -4,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 8,143 shares; 2025Q1: 8,038 shares; 2025Q2: 26,417 shares; 2025Q3: 22,274 shares 22,274 $2.64M 0.51% -4,143 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,123 shares; 2024Q4: 8,123 shares; 2025Q1: 8,124 shares; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares 8,113 $2.63M 0.51% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,425 shares; 2024Q4: 165,801 shares; 2025Q1: 263,302 shares; 2025Q2: 197,794 shares; 2025Q3: 108,954 shares 108,954 $2.6M 0.5% -88,840 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,292 shares; 2025Q2: not reported; 2025Q3: 7,261 shares 7,261 $2.45M 0.47% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,277 shares 62,277 $2.36M 0.45% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,983 shares 9,983 $2.35M 0.45% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 31,013 shares; 2025Q1: 38,792 shares; 2025Q2: 46,444 shares; 2025Q3: 46,353 shares 46,353 $2.11M 0.41% -91 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,585 shares 12,585 $2.11M 0.41% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,898 shares; 2025Q1: 58,911 shares; 2025Q2: 63,440 shares; 2025Q3: 54,077 shares 54,077 $2.07M 0.4% -9,363 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 31,102 shares; 2025Q1: 40,425 shares; 2025Q2: 48,350 shares; 2025Q3: 47,890 shares 47,890 $2.06M 0.4% -460 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910 shares; 2024Q4: 30,161 shares; 2025Q1: 37,792 shares; 2025Q2: 45,255 shares; 2025Q3: 44,806 shares 44,806 $2.05M 0.39% -449 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,715 shares; 2024Q4: 59,174 shares; 2025Q1: 66,665 shares; 2025Q2: 67,679 shares; 2025Q3: 88,427 shares 88,427 $2.04M 0.39% +20,748 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 34,334 shares; 2025Q1: 43,443 shares; 2025Q2: 52,025 shares; 2025Q3: 51,532 shares 51,532 $1.98M 0.38% -493 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,937 shares 89,937 $1.97M 0.38% new Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,752 shares; 2024Q4: 32,308 shares; 2025Q1: 38,365 shares; 2025Q2: 40,204 shares; 2025Q3: 81,209 shares 81,209 $1.68M 0.32% +41,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,090 shares; 2025Q1: 94,217 shares; 2025Q2: 72,434 shares; 2025Q3: 59,832 shares 59,832 $1.67M 0.32% -12,602 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 5,995 shares; 2025Q1: 5,950 shares; 2025Q2: 7,597 shares; 2025Q3: 6,712 shares 6,712 $1.63M 0.31% -885 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,038 shares; 2025Q1: 35,282 shares; 2025Q2: 44,790 shares; 2025Q3: 46,516 shares 46,516 $1.61M 0.31% +1,726 Timeline SEPM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,989 shares; 2025Q1: 96,788 shares; 2025Q2: 72,438 shares; 2025Q3: 50,864 shares 50,864 $1.6M 0.31% -21,574 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,708 shares; 2024Q4: 41,439 shares; 2025Q1: 42,226 shares; 2025Q2: 40,848 shares; 2025Q3: 38,585 shares 38,585 $1.51M 0.29% -2,263 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,082 shares; 2024Q4: 113,288 shares; 2025Q1: 113,714 shares; 2025Q2: 84,840 shares; 2025Q3: 59,427 shares 59,427 $1.5M 0.29% -25,413 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,767 shares; 2024Q4: 28,201 shares; 2025Q1: 60,468 shares; 2025Q2: 20,920 shares; 2025Q3: 27,604 shares 27,604 $1.49M 0.29% +6,684 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 4,137 shares; 2025Q2: not reported; 2025Q3: 4,166 shares 4,166 $1.48M 0.29% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 1,531 shares; 2025Q1: 2,298 shares; 2025Q2: 2,326 shares; 2025Q3: 1,994 shares 1,994 $1.43M 0.28% -332 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 1,545 shares; 2025Q1: 1,741 shares; 2025Q2: 2,049 shares; 2025Q3: 1,937 shares 1,937 $1.42M 0.27% -112 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,826 shares 2,826 $1.39M 0.27% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 22,221 shares; 2025Q1: 32,494 shares; 2025Q2: 38,570 shares; 2025Q3: 36,089 shares 36,089 $1.37M 0.26% -2,481 Timeline SQLV LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,962 shares 31,962 $1.37M 0.26% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,731 shares; 2024Q4: not reported; 2025Q1: 15,108 shares; 2025Q2: 12,407 shares; 2025Q3: 9,455 shares 9,455 $1.35M 0.26% -2,952 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 22,178 shares; 2025Q1: 32,412 shares; 2025Q2: 38,481 shares; 2025Q3: 36,007 shares 36,007 $1.35M 0.26% -2,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,600 shares; 2024Q4: 149,947 shares; 2025Q1: 167,469 shares; 2025Q2: 169,996 shares; 2025Q3: 37,397 shares 37,397 $1.34M 0.26% -132,599 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 24,351 shares; 2025Q1: 36,650 shares; 2025Q2: 43,541 shares; 2025Q3: 40,732 shares 40,732 $1.34M 0.26% -2,809 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,095 shares; 2024Q4: 26,347 shares; 2025Q1: 38,438 shares; 2025Q2: 45,630 shares; 2025Q3: 42,692 shares 42,692 $1.34M 0.26% -2,938 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,753 shares 9,753 $1.31M 0.25% new Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,131 shares; 2025Q1: 20,463 shares; 2025Q2: 33,203 shares; 2025Q3: 45,385 shares 45,385 $1.3M 0.25% +12,182 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,289 shares; 2025Q1: 18,345 shares; 2025Q2: 21,236 shares; 2025Q3: 25,979 shares 25,979 $1.28M 0.25% +4,743 Timeline WABF FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,549 shares; 2024Q4: 32,583 shares; 2025Q1: 36,484 shares; 2025Q2: 37,669 shares; 2025Q3: 49,746 shares 49,746 $1.27M 0.24% +12,077 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,883 shares 13,883 $1.22M 0.23% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 15,224 shares; 2025Q1: 23,657 shares; 2025Q2: 31,295 shares; 2025Q3: 35,519 shares 35,519 $1.17M 0.22% +4,224 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 10,518 shares; 2025Q1: 10,434 shares; 2025Q2: 10,338 shares; 2025Q3: 10,338 shares 10,338 $1.15M 0.22% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,461 shares 7,461 $1.13M 0.22% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: 2,100 shares; 2025Q2: 1,772 shares; 2025Q3: 1,313 shares 1,313 $1.08M 0.21% -459 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 7,596 shares; 2025Q1: 17,934 shares; 2025Q2: 5,705 shares; 2025Q3: 7,638 shares 7,638 $1.06M 0.2% +1,933 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,063 shares 3,063 $1.03M 0.2% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,322 shares; 2024Q4: 26,179 shares; 2025Q1: 4,455 shares; 2025Q2: 4,650 shares; 2025Q3: 11,544 shares 11,544 $1.03M 0.2% +6,894 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,287 shares; 2025Q3: 18,662 shares 18,662 $1.02M 0.2% +3,375 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,692 shares 2,692 $1.02M 0.2% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,935 shares 6,935 $1.01M 0.19% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,515 shares; 2025Q2: 27,704 shares; 2025Q3: 37,877 shares 37,877 $1000K 0.19% +10,173 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,225 shares 20,225 $993K 0.19% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,261 shares 12,261 $990K 0.19% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,905 shares; 2025Q3: 6,987 shares 6,987 $968K 0.19% -2,918 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,760 shares; 2024Q4: 34,229 shares; 2025Q1: 34,198 shares; 2025Q2: 32,788 shares; 2025Q3: 16,545 shares 16,545 $951K 0.18% -16,243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 4,594 shares; 2025Q1: 5,948 shares; 2025Q2: 12,412 shares; 2025Q3: 5,993 shares 5,993 $924K 0.18% -6,419 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares 1,439 $919K 0.18% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,339 shares 15,339 $882K 0.17% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,720 shares 10,720 $882K 0.17% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,884 shares 21,884 $799K 0.15% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 6,367 shares; 2025Q1: 22,519 shares; 2025Q2: 14,129 shares; 2025Q3: 10,003 shares 10,003 $784K 0.15% -4,126 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,308 shares; 2025Q2: 17,049 shares; 2025Q3: 14,960 shares 14,960 $748K 0.14% -2,089 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 3,192 shares; 2025Q1: 3,889 shares; 2025Q2: 4,560 shares; 2025Q3: 4,617 shares 4,617 $747K 0.14% +57 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,149 shares; 2025Q1: 3,642 shares; 2025Q2: 2,292 shares; 2025Q3: 2,223 shares 2,223 $701K 0.13% -69 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,292 shares; 2024Q4: 75,751 shares; 2025Q1: 76,570 shares; 2025Q2: 80,317 shares; 2025Q3: 83,826 shares 83,826 $694K 0.13% +3,509 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,432 shares; 2025Q3: 13,107 shares 13,107 $686K 0.13% +675 Timeline FOXY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,459 shares; 2025Q2: 33,937 shares; 2025Q3: 24,851 shares 24,851 $685K 0.13% -9,086 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,561 shares; 2025Q1: 5,513 shares; 2025Q2: 4,487 shares; 2025Q3: 4,446 shares 4,446 $683K 0.13% -41 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,335 shares; 2024Q4: 126,568 shares; 2025Q1: 124,483 shares; 2025Q2: 125,476 shares; 2025Q3: 126,240 shares 126,240 $665K 0.13% +764 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,711 shares; 2025Q1: 2,545 shares; 2025Q2: 2,083 shares; 2025Q3: 2,088 shares 2,088 $635K 0.12% +5 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,075 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares 675 $630K 0.12% 0 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 2,958 shares; 2025Q1: 2,961 shares; 2025Q2: 2,959 shares; 2025Q3: 2,959 shares 2,959 $624K 0.12% 0 HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,118 shares; 2025Q3: 19,477 shares 19,477 $616K 0.12% +2,359 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,803 shares; 2025Q1: 5,919 shares; 2025Q2: 6,049 shares; 2025Q3: 5,916 shares 5,916 $610K 0.12% -133 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,576 shares; 2024Q4: 89,833 shares; 2025Q1: 88,376 shares; 2025Q2: 90,449 shares; 2025Q3: 91,329 shares 91,329 $582K 0.11% +880 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,503 shares; 2025Q2: 15,943 shares; 2025Q3: 21,791 shares 21,791 $572K 0.11% +5,848 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,344 shares; 2025Q3: 4,881 shares 4,881 $556K 0.11% +2,537 Timeline MQQQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 3,007 shares 3,007 $541K 0.1% +1,583 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 21,941 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 21,586 shares 21,586 $532K 0.1% -26 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,241 shares; 2025Q2: not reported; 2025Q3: 4,724 shares 4,724 $530K 0.1% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,748 shares; 2024Q4: 10,717 shares; 2025Q1: 9,657 shares; 2025Q2: 14,396 shares; 2025Q3: 16,068 shares 16,068 $505K 0.1% +1,672 Timeline YGLD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,290 shares 12,290 $497K 0.1% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,484 shares; 2025Q1: 5,449 shares; 2025Q2: 4,750 shares; 2025Q3: 5,141 shares 5,141 $486K 0.09% +391 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,882 shares; 2025Q3: 7,099 shares 7,099 $486K 0.09% +217 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 16,730 shares; 2025Q1: 16,730 shares; 2025Q2: 16,740 shares; 2025Q3: 16,740 shares 16,740 $484K 0.09% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,008 shares 38,008 $471K 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,313 shares; 2025Q1: not reported; 2025Q2: 4,609 shares; 2025Q3: 5,567 shares 5,567 $467K 0.09% +958 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,308 shares; 2024Q4: 21,845 shares; 2025Q1: 20,580 shares; 2025Q2: 20,944 shares; 2025Q3: 19,707 shares 19,707 $459K 0.09% -1,237 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 9,312 shares; 2025Q1: 8,924 shares; 2025Q2: 5,476 shares; 2025Q3: 5,464 shares 5,464 $458K 0.09% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 603 shares; 2025Q1: 691 shares; 2025Q2: 653 shares; 2025Q3: 744 shares 744 $456K 0.09% +91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,442 shares; 2025Q1: 1,378 shares; 2025Q2: 1,162 shares; 2025Q3: 1,124 shares 1,124 $456K 0.09% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 958 shares; 2025Q1: 939 shares; 2025Q2: not reported; 2025Q3: 1,777 shares 1,777 $438K 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,753 shares 1,753 $433K 0.08% +288 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,864 shares; 2025Q2: 2,231 shares; 2025Q3: 2,202 shares 2,202 $412K 0.08% -29 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,866 shares; 2025Q2: not reported; 2025Q3: 6,220 shares 6,220 $409K 0.08% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 22,173 shares; 2025Q1: 21,615 shares; 2025Q2: 24,430 shares; 2025Q3: 26,957 shares 26,957 $404K 0.08% +2,527 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,272 shares; 2025Q3: 15,718 shares 15,718 $400K 0.08% +1,446 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,156 shares; 2025Q1: 2,123 shares; 2025Q2: 1,765 shares; 2025Q3: 2,123 shares 2,123 $394K 0.08% +358 Timeline HEQT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,708 shares; 2025Q2: 21,266 shares; 2025Q3: 12,516 shares 12,516 $391K 0.08% -8,750 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 828 shares; 2025Q1: 766 shares; 2025Q2: 751 shares; 2025Q3: 681 shares 681 $387K 0.07% -70 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 419 shares; 2025Q1: 1,277 shares; 2025Q2: 509 shares; 2025Q3: 321 shares 321 $385K 0.07% -188 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 7,747 shares; 2025Q1: 7,521 shares; 2025Q2: 5,382 shares; 2025Q3: 5,378 shares 5,378 $385K 0.07% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 8,686 shares; 2025Q1: 8,747 shares; 2025Q2: 8,066 shares; 2025Q3: 7,441 shares 7,441 $384K 0.07% -625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 3,686 shares; 2025Q1: 3,985 shares; 2025Q2: 2,041 shares; 2025Q3: 2,019 shares 2,019 $383K 0.07% -22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 623 shares; 2025Q2: 294 shares; 2025Q3: 477 shares 477 $380K 0.07% +183 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,356 shares; 2024Q4: 22,558 shares; 2025Q1: 13,733 shares; 2025Q2: 12,686 shares; 2025Q3: 13,454 shares 13,454 $364K 0.07% +768 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,449 shares; 2025Q1: 2,250 shares; 2025Q2: 1,634 shares; 2025Q3: 1,174 shares 1,174 $359K 0.07% -460 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,355 shares 46,355 $351K 0.07% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,854 shares 9,854 $350K 0.07% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 3,679 shares; 2025Q1: 3,619 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares 3,619 $349K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,121 shares; 2025Q2: 1,151 shares; 2025Q3: 1,225 shares 1,225 $346K 0.07% +74 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,006 shares; 2025Q1: 3,452 shares; 2025Q2: 3,102 shares; 2025Q3: 3,062 shares 3,062 $345K 0.07% -40 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,936 shares; 2025Q1: 3,657 shares; 2025Q2: 2,526 shares; 2025Q3: 2,559 shares 2,559 $343K 0.07% +33 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,249 shares 4,249 $330K 0.06% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,592 shares 1,592 $329K 0.06% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,745 shares; 2025Q3: 8,629 shares 8,629 $328K 0.06% +1,884 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,304 shares 12,304 $326K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,884 shares; 2025Q1: 5,891 shares; 2025Q2: 2,969 shares; 2025Q3: 2,914 shares 2,914 $323K 0.06% -55 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares 3,870 $322K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,072 shares; 2025Q1: 4,514 shares; 2025Q2: 3,859 shares; 2025Q3: 3,853 shares 3,853 $322K 0.06% -6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,637 shares; 2025Q3: 1,760 shares 1,760 $321K 0.06% -6,877 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,433 shares 10,433 $320K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 10,619 shares; 2025Q1: 10,941 shares; 2025Q2: 25,887 shares; 2025Q3: 11,343 shares 11,343 $320K 0.06% -14,544 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 4,924 shares; 2025Q1: 5,013 shares; 2025Q2: 4,771 shares; 2025Q3: 4,775 shares 4,775 $317K 0.06% +4 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,957 shares 2,957 $314K 0.06% new Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,329 shares 10,329 $313K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,280 shares; 2025Q1: 1,995 shares; 2025Q2: 1,409 shares; 2025Q3: 1,470 shares 1,470 $309K 0.06% +61 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,213 shares 15,213 $297K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares 2,377 $296K 0.06% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,438 shares 2,438 $295K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 570 shares; 2025Q1: 457 shares; 2025Q2: 672 shares; 2025Q3: 586 shares 586 $295K 0.06% -86 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 3,150 shares; 2025Q1: 3,103 shares; 2025Q2: 1,899 shares; 2025Q3: 1,888 shares 1,888 $293K 0.06% -11 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,758 shares 1,758 $292K 0.06% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 581 shares 581 $290K 0.06% +107 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares; 2025Q2: not reported; 2025Q3: 3,933 shares 3,933 $288K 0.06% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,305 shares; 2025Q1: 18,213 shares; 2025Q2: not reported; 2025Q3: 2,855 shares 2,855 $286K 0.06% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,036 shares; 2025Q3: 5,944 shares 5,944 $285K 0.05% -92 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,551 shares; 2025Q1: 1,490 shares; 2025Q2: 1,439 shares; 2025Q3: 1,229 shares 1,229 $284K 0.05% -210 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,228 shares; 2025Q2: not reported; 2025Q3: 5,974 shares 5,974 $282K 0.05% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares 3,133 $279K 0.05% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,215 shares; 2025Q2: 7,782 shares; 2025Q3: 4,075 shares 4,075 $273K 0.05% -3,707 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,651 shares; 2025Q1: 2,458 shares; 2025Q2: 2,558 shares; 2025Q3: 2,385 shares 2,385 $273K 0.05% -173 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares 965 $271K 0.05% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 3,397 shares; 2025Q1: 4,164 shares; 2025Q2: 3,824 shares; 2025Q3: 4,881 shares 4,881 $271K 0.05% +1,057 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,483 shares; 2025Q1: 585 shares; 2025Q2: 592 shares; 2025Q3: 562 shares 562 $270K 0.05% -30 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,243 shares 1,243 $268K 0.05% +133 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,211 shares 6,211 $267K 0.05% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 811 shares 811 $265K 0.05% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 6,918 shares 6,918 $264K 0.05% +1,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares 763 $263K 0.05% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,589 shares 4,589 $260K 0.05% -115 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,757 shares; 2024Q4: 18,027 shares; 2025Q1: 20,843 shares; 2025Q2: 27,184 shares; 2025Q3: 27,184 shares 27,184 $260K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 4,381 shares; 2025Q1: 4,877 shares; 2025Q2: 4,416 shares; 2025Q3: 783 shares 783 $258K 0.05% -3,633 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,283 shares 1,283 $257K 0.05% +52 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,622 shares; 2025Q1: 2,196 shares; 2025Q2: 1,816 shares; 2025Q3: 1,832 shares 1,832 $257K 0.05% +16 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 15,053 shares; 2025Q1: 14,314 shares; 2025Q2: 14,089 shares; 2025Q3: 14,973 shares 14,973 $255K 0.05% +884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,057 shares 9,057 $250K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,992 shares; 2025Q1: 167,849 shares; 2025Q2: 127,859 shares; 2025Q3: 6,486 shares 6,486 $249K 0.05% -121,373 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: 9,948 shares; 2025Q3: 5,640 shares 5,640 $248K 0.05% -4,308 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 835 shares; 2025Q1: 780 shares; 2025Q2: 825 shares; 2025Q3: 725 shares 725 $247K 0.05% -100 Timeline JEPI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,409 shares; 2025Q1: 4,425 shares; 2025Q2: 4,196 shares; 2025Q3: 4,251 shares 4,251 $243K 0.05% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,058 shares; 2025Q3: 5,739 shares 5,739 $242K 0.05% +681 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,229 shares 7,229 $232K 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,254 shares; 2025Q1: 1,199 shares; 2025Q2: 743 shares; 2025Q3: 736 shares 736 $228K 0.04% -7 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,797 shares; 2025Q1: 4,656 shares; 2025Q2: 2,915 shares; 2025Q3: 2,894 shares 2,894 $222K 0.04% -21 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,462 shares 2,462 $221K 0.04% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 681 shares 681 $220K 0.04% -13 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,120 shares; 2025Q2: 8,002 shares; 2025Q3: 9,140 shares 9,140 $216K 0.04% +1,138 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 2,237 shares; 2025Q1: 1,828 shares; 2025Q2: not reported; 2025Q3: 1,277 shares 1,277 $214K 0.04% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 4,615 shares; 2025Q1: 4,096 shares; 2025Q2: not reported; 2025Q3: 2,718 shares 2,718 $212K 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares 440 $210K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares 732 $205K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares 918 $203K 0.04% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,337 shares 2,337 $203K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,081 shares 11,081 $202K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares 684 $201K 0.04% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 14,134 shares; 2025Q1: 13,965 shares; 2025Q2: 14,122 shares; 2025Q3: 14,197 shares 14,197 $190K 0.04% +75 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 14,660 shares; 2025Q1: 14,180 shares; 2025Q2: 14,270 shares; 2025Q3: 14,322 shares 14,322 $183K 0.04% +52 Timeline SRI STONERIDGE INC More: the full row for STONERIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 21,009 shares; 2025Q1: 21,009 shares; 2025Q2: 21,009 shares; 2025Q3: 21,009 shares 21,009 $160K 0.03% 0 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,261 shares; 2024Q4: 13,582 shares; 2025Q1: 13,623 shares; 2025Q2: 13,711 shares; 2025Q3: 13,685 shares 13,685 $131K 0.03% -26 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 12,937 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares 12,630 $122K 0.02% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,451 shares; 2024Q4: 10,521 shares; 2025Q1: 10,521 shares; 2025Q2: 10,336 shares; 2025Q3: 10,336 shares 10,336 $116K 0.02% 0 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,539 shares; 2024Q4: 12,539 shares; 2025Q1: 12,539 shares; 2025Q2: 12,109 shares; 2025Q3: 12,109 shares 12,109 $114K 0.02% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,119 shares; 2025Q2: 19,212 shares; 2025Q3: 19,472 shares 19,472 $97.2K 0.02% +260 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,215 shares; 2025Q1: 11,261 shares; 2025Q2: 11,342 shares; 2025Q3: 11,401 shares 11,401 $66.1K 0.01% +59 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,332 shares; 2024Q4: 15,403 shares; 2025Q1: 15,451 shares; 2025Q2: 15,527 shares; 2025Q3: 11,895 shares 11,895 $45.7K 0.01% -3,632 Timeline TEUCRIUM COMMODITY TR TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050,340 shares; 2025Q2: 1,415,797 shares; 2025Q3: 10,179 shares 10,179 $41.8K 0.01% -1,405,618 PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,972 shares; 2025Q3: 11,828 shares 11,828 $27.6K 0.01% -3,144 Timeline