BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,101 shares; 2024Q4: 238,800 shares; 2025Q1: 322,897 shares; 2025Q2: 313,886 shares; 2025Q3: 304,845 shares; 2025Q4: 299,499 shares; 2026Q1: 296,963 shares 296,963 $10M 10.26% -2,536 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,374 shares; 2025Q4: 57,730 shares; 2026Q1: 62,645 shares 62,645 $6.29M 6.43% +4,915 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; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 3,865 shares; 2025Q1: 11,128 shares; 2025Q2: 37,037 shares; 2025Q3: 25,584 shares; 2025Q4: 34,472 shares; 2026Q1: 67,686 shares 67,686 $6.2M 6.35% +33,214 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,093 shares; 2024Q4: 27,490 shares; 2025Q1: 28,208 shares; 2025Q2: 27,955 shares; 2025Q3: 28,812 shares; 2025Q4: 29,927 shares; 2026Q1: 32,263 shares 32,263 $3.16M 3.23% +2,336 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 9,103 shares; 2025Q1: 10,437 shares; 2025Q2: 9,718 shares; 2025Q3: 9,827 shares; 2025Q4: 9,863 shares; 2026Q1: 9,782 shares 9,782 $2.48M 2.54% -81 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,057 shares; 2024Q4: 37,764 shares; 2025Q1: 39,291 shares; 2025Q2: 39,409 shares; 2025Q3: 47,658 shares; 2025Q4: 49,852 shares; 2026Q1: 53,778 shares 53,778 $2.45M 2.51% +3,926 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,748 shares; 2024Q4: 26,375 shares; 2025Q1: 27,671 shares; 2025Q2: 27,440 shares; 2025Q3: 34,011 shares; 2025Q4: 35,595 shares; 2026Q1: 37,832 shares 37,832 $2.14M 2.19% +2,237 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,069 shares; 2024Q4: 42,810 shares; 2025Q1: 50,019 shares; 2025Q2: 46,767 shares; 2025Q3: 40,414 shares; 2025Q4: 39,636 shares; 2026Q1: 38,759 shares 38,759 $1.92M 1.96% -877 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 3,356 shares; 2025Q1: 3,771 shares; 2025Q2: 3,791 shares; 2025Q3: 3,801 shares; 2025Q4: 3,932 shares; 2026Q1: 3,858 shares 3,858 $1.43M 1.46% -74 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 1,115 shares; 2025Q3: 7,431 shares; 2025Q4: 33,708 shares; 2026Q1: 42,970 shares 42,970 $1.38M 1.41% +9,262 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 1,254 shares; 2025Q1: 2,481 shares; 2025Q2: 1,852 shares; 2025Q3: 1,819 shares; 2025Q4: 1,864 shares; 2026Q1: 1,911 shares 1,911 $1.25M 1.28% +47 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,379 shares; 2024Q4: 18,400 shares; 2025Q1: 45,078 shares; 2025Q2: 45,054 shares; 2025Q3: 45,054 shares; 2025Q4: 44,664 shares; 2026Q1: 46,659 shares 46,659 $1.16M 1.18% +1,995 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,463 shares; 2025Q1: 3,666 shares; 2025Q2: 3,675 shares; 2025Q3: 3,673 shares; 2025Q4: 3,663 shares; 2026Q1: 3,635 shares 3,635 $1.13M 1.16% -28 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 5,328 shares; 2025Q1: 5,954 shares; 2025Q2: 5,961 shares; 2025Q3: 6,044 shares; 2025Q4: 6,015 shares; 2026Q1: 5,947 shares 5,947 $1.01M 1.03% -68 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 11,935 shares; 2025Q1: 12,248 shares; 2025Q2: 12,588 shares; 2025Q3: 16,660 shares; 2025Q4: 17,558 shares; 2026Q1: 19,303 shares 19,303 $933K 0.95% +1,745 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,475 shares; 2024Q4: 29,340 shares; 2025Q1: 30,842 shares; 2025Q2: 28,162 shares; 2025Q3: 25,067 shares; 2025Q4: 23,005 shares; 2026Q1: 18,580 shares 18,580 $932K 0.95% -4,425 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,692 shares; 2024Q4: 2,116 shares; 2025Q1: 7,232 shares; 2025Q2: 7,576 shares; 2025Q3: 7,447 shares; 2025Q4: 8,399 shares; 2026Q1: 9,678 shares 9,678 $924K 0.95% +1,279 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 1,964 shares; 2025Q1: 3,254 shares; 2025Q2: 3,376 shares; 2025Q3: 3,958 shares; 2025Q4: 4,113 shares; 2026Q1: 5,063 shares 5,063 $883K 0.9% +950 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 3,149 shares; 2025Q1: 4,045 shares; 2025Q2: 4,053 shares; 2025Q3: 4,078 shares; 2025Q4: 3,971 shares; 2026Q1: 3,952 shares 3,952 $860K 0.88% -19 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 12,714 shares; 2025Q1: 16,328 shares; 2025Q2: 30,391 shares; 2025Q3: 32,068 shares; 2025Q4: 36,790 shares; 2026Q1: 18,164 shares 18,164 $852K 0.87% -18,626 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 2,186 shares; 2025Q1: 3,144 shares; 2025Q2: 3,120 shares; 2025Q3: 2,937 shares; 2025Q4: 2,752 shares; 2026Q1: 2,705 shares 2,705 $778K 0.8% -47 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; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 449 shares; 2025Q1: 1,753 shares; 2025Q2: 1,690 shares; 2025Q3: 1,639 shares; 2025Q4: 1,617 shares; 2026Q1: 1,620 shares 1,620 $776K 0.79% +3 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: 2,706 shares; 2026Q1: 13,596 shares 13,596 $677K 0.69% +10,890 Timeline PSFD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 8,392 shares; 2025Q1: 18,691 shares; 2025Q2: 18,691 shares; 2025Q3: 18,519 shares; 2025Q4: 18,516 shares; 2026Q1: 18,330 shares 18,330 $669K 0.68% -186 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,393 shares; 2024Q4: 5,552 shares; 2025Q1: 11,147 shares; 2025Q2: 11,062 shares; 2025Q3: 15,569 shares; 2025Q4: 15,689 shares; 2026Q1: 15,643 shares 15,643 $662K 0.68% -46 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,802 shares; 2024Q4: 16,410 shares; 2025Q1: 20,784 shares; 2025Q2: 19,974 shares; 2025Q3: 22,023 shares; 2025Q4: 23,722 shares; 2026Q1: 26,163 shares 26,163 $586K 0.6% +2,441 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,846 shares; 2024Q4: 9,355 shares; 2025Q1: 10,094 shares; 2025Q2: 9,519 shares; 2025Q3: 5,404 shares; 2025Q4: 5,496 shares; 2026Q1: 5,771 shares 5,771 $558K 0.57% +275 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,159 shares; 2025Q1: 14,159 shares; 2025Q2: 15,593 shares; 2025Q3: 12,895 shares; 2025Q4: 12,642 shares; 2026Q1: 12,642 shares 12,642 $519K 0.53% 0 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,953 shares; 2024Q4: 17,392 shares; 2025Q1: 22,678 shares; 2025Q2: 22,668 shares; 2025Q3: 22,037 shares; 2025Q4: 21,140 shares; 2026Q1: 19,227 shares 19,227 $516K 0.53% -1,913 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 1,777 shares; 2025Q1: 5,830 shares; 2025Q2: 94 shares; 2025Q3: 9,039 shares; 2025Q4: 20,697 shares; 2026Q1: 16,315 shares 16,315 $506K 0.52% -4,382 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 192 shares; 2025Q1: 348 shares; 2025Q2: 1,354 shares; 2025Q3: 1,376 shares; 2025Q4: 1,365 shares; 2026Q1: 1,342 shares 1,342 $488K 0.5% -23 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,882 shares; 2025Q1: 9,504 shares; 2025Q2: 9,982 shares; 2025Q3: 9,563 shares; 2025Q4: 8,743 shares; 2026Q1: 9,665 shares 9,665 $486K 0.5% +922 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 2,735 shares; 2025Q1: 2,973 shares; 2025Q2: 2,968 shares; 2025Q3: 3,252 shares; 2025Q4: 3,343 shares; 2026Q1: 3,242 shares 3,242 $480K 0.49% -101 Timeline PSFJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: 10,865 shares; 2025Q1: 10,865 shares; 2025Q2: 14,145 shares; 2025Q3: 14,736 shares; 2025Q4: 14,736 shares; 2026Q1: 14,606 shares 14,606 $477K 0.49% -130 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 5,426 shares; 2025Q1: 6,173 shares; 2025Q2: 5,356 shares; 2025Q3: 4,878 shares; 2025Q4: 4,955 shares; 2026Q1: 4,915 shares 4,915 $472K 0.48% -40 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,188 shares; 2024Q4: 19,886 shares; 2025Q1: 25,496 shares; 2025Q2: 24,460 shares; 2025Q3: 18,177 shares; 2025Q4: 19,046 shares; 2026Q1: 19,780 shares 19,780 $453K 0.46% +734 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 5,774 shares; 2025Q1: 6,563 shares; 2025Q2: 5,742 shares; 2025Q3: 5,242 shares; 2025Q4: 5,327 shares; 2026Q1: 5,308 shares 5,308 $452K 0.46% -19 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 1,629 shares; 2025Q1: 2,435 shares; 2025Q2: 2,342 shares; 2025Q3: 2,248 shares; 2025Q4: 2,266 shares; 2026Q1: 2,169 shares 2,169 $452K 0.46% -97 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 4,213 shares; 2025Q1: 5,315 shares; 2025Q2: 5,124 shares; 2025Q3: 4,744 shares; 2025Q4: 4,957 shares; 2026Q1: 5,315 shares 5,315 $440K 0.45% +358 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; 2024Q2: restricted; 2024Q3: 25,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,976 shares; 2025Q3: 15,604 shares; 2025Q4: 6,827 shares; 2026Q1: 4,654 shares 4,654 $431K 0.44% -2,173 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; 2024Q2: restricted; 2024Q3: 28,830 shares; 2024Q4: 6,593 shares; 2025Q1: 8,896 shares; 2025Q2: 8,476 shares; 2025Q3: 14,117 shares; 2025Q4: 15,241 shares; 2026Q1: 16,216 shares 16,216 $426K 0.44% +975 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 6,839 shares; 2025Q2: 7,891 shares; 2025Q3: 7,696 shares; 2025Q4: 8,199 shares; 2026Q1: 5,329 shares 5,329 $411K 0.42% -2,870 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,405 shares; 2024Q4: 5,343 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,216 shares; 2025Q4: 5,216 shares; 2026Q1: 5,256 shares 5,256 $400K 0.41% +40 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,086 shares; 2024Q4: 5,256 shares; 2025Q1: 5,341 shares; 2025Q2: 5,376 shares; 2025Q3: 5,574 shares; 2025Q4: 5,868 shares; 2026Q1: 6,502 shares 6,502 $399K 0.41% +634 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 7,614 shares; 2025Q1: 10,313 shares; 2025Q2: 10,206 shares; 2025Q3: 10,943 shares; 2025Q4: 11,348 shares; 2026Q1: 13,107 shares 13,107 $394K 0.4% +1,759 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 9,398 shares; 2025Q1: 12,321 shares; 2025Q2: 12,321 shares; 2025Q3: 12,321 shares; 2025Q4: 12,321 shares; 2026Q1: 12,321 shares 12,321 $390K 0.4% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: not reported; 2025Q1: 4,450 shares; 2025Q2: 4,441 shares; 2025Q3: 4,203 shares; 2025Q4: 4,030 shares; 2026Q1: 3,730 shares 3,730 $383K 0.39% -300 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 1,528 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,839 shares; 2025Q4: 1,842 shares; 2026Q1: 1,822 shares 1,822 $377K 0.39% -20 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 6,100 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 8,330 shares; 2025Q4: 8,330 shares; 2026Q1: 7,835 shares 7,835 $375K 0.38% -495 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 519 shares; 2025Q2: 6,764 shares; 2025Q3: 9,666 shares; 2025Q4: 10,661 shares; 2026Q1: 11,030 shares 11,030 $369K 0.38% +369 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 2,394 shares; 2025Q1: 2,905 shares; 2025Q2: 2,938 shares; 2025Q3: 3,052 shares; 2025Q4: 3,093 shares; 2026Q1: 2,882 shares 2,882 $364K 0.37% -211 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 1,965 shares; 2025Q1: 6,285 shares; 2025Q2: 6,557 shares; 2025Q3: 6,412 shares; 2025Q4: 6,856 shares; 2026Q1: 3,516 shares 3,516 $364K 0.37% -3,340 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 5,644 shares; 2025Q3: 7,875 shares; 2025Q4: 8,519 shares; 2026Q1: 10,664 shares 10,664 $358K 0.37% +2,145 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 4,095 shares; 2025Q1: 6,897 shares; 2025Q2: 6,788 shares; 2025Q3: 7,050 shares; 2025Q4: 7,216 shares; 2026Q1: 7,056 shares 7,056 $354K 0.36% -160 Timeline PSFO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 7,262 shares; 2025Q1: 7,562 shares; 2025Q2: 7,562 shares; 2025Q3: 7,210 shares; 2025Q4: 11,434 shares; 2026Q1: 11,134 shares 11,134 $353K 0.36% -300 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,631 shares; 2024Q4: 10,673 shares; 2025Q1: 10,673 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares; 2026Q1: 10,334 shares 10,334 $349K 0.36% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 4,377 shares; 2025Q1: 4,913 shares; 2025Q2: 7,480 shares; 2025Q3: 8,569 shares; 2025Q4: 8,875 shares; 2026Q1: 8,763 shares 8,763 $349K 0.36% -112 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 1,689 shares; 2025Q1: 4,493 shares; 2025Q2: 4,621 shares; 2025Q3: 4,355 shares; 2025Q4: 4,113 shares; 2026Q1: 3,443 shares 3,443 $330K 0.34% -670 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,848 shares; 2025Q4: 1,780 shares; 2026Q1: 1,705 shares 1,705 $329K 0.34% -75 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 3,252 shares; 2025Q1: 3,645 shares; 2025Q2: 2,991 shares; 2025Q3: 3,097 shares; 2025Q4: 2,665 shares; 2026Q1: 2,597 shares 2,597 $323K 0.33% -68 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 85 shares; 2025Q1: 246 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 722 shares; 2026Q1: 743 shares 743 $320K 0.33% +21 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 6,914 shares; 2025Q1: 6,914 shares; 2025Q2: 6,914 shares; 2025Q3: 6,914 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $317K 0.32% 0 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,538 shares; 2024Q4: 8,020 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 8,637 shares; 2025Q4: 8,637 shares; 2026Q1: 8,637 shares 8,637 $313K 0.32% 0 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; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 3,338 shares; 2025Q1: 3,815 shares; 2025Q2: 3,828 shares; 2025Q3: 3,916 shares; 2025Q4: 3,869 shares; 2026Q1: 3,872 shares 3,872 $308K 0.32% +3 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 68 shares; 2025Q1: 165 shares; 2025Q2: 266 shares; 2025Q3: 331 shares; 2025Q4: 360 shares; 2026Q1: 532 shares 532 $305K 0.31% +172 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,181 shares; 2025Q1: 7,181 shares; 2025Q2: 7,181 shares; 2025Q3: 7,181 shares; 2025Q4: 7,181 shares; 2026Q1: 7,176 shares 7,176 $295K 0.3% -5 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 5,082 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $293K 0.3% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 3,511 shares; 2025Q1: 3,729 shares; 2025Q2: 6,050 shares; 2025Q3: 7,022 shares; 2025Q4: 6,944 shares; 2026Q1: 6,801 shares 6,801 $293K 0.3% -143 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 10,257 shares; 2025Q1: 16,764 shares; 2025Q2: 13,558 shares; 2025Q3: 12,823 shares; 2025Q4: 12,823 shares; 2026Q1: 12,823 shares 12,823 $292K 0.3% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 3,546 shares; 2025Q1: 4,167 shares; 2025Q2: 3,547 shares; 2025Q3: 2,967 shares; 2025Q4: 2,988 shares; 2026Q1: 3,041 shares 3,041 $288K 0.29% +53 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares 1,980 $288K 0.29% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 812 shares; 2025Q4: 12,212 shares; 2026Q1: 12,785 shares 12,785 $288K 0.29% +573 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 1,694 shares; 2025Q1: 1,905 shares; 2025Q2: 5,016 shares; 2025Q3: 5,930 shares; 2025Q4: 6,185 shares; 2026Q1: 5,993 shares 5,993 $275K 0.28% -192 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 817 shares; 2025Q1: 1,035 shares; 2025Q2: 926 shares; 2025Q3: 860 shares; 2025Q4: 873 shares; 2026Q1: 891 shares 891 $269K 0.28% +18 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,596 shares; 2025Q4: 1,711 shares; 2026Q1: 1,886 shares 1,886 $261K 0.27% +175 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 766 shares; 2025Q1: 1,038 shares; 2025Q2: 1,058 shares; 2025Q3: 957 shares; 2025Q4: 952 shares; 2026Q1: 873 shares 873 $250K 0.26% -79 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 164 shares; 2025Q1: 288 shares; 2025Q2: 325 shares; 2025Q3: 331 shares; 2025Q4: 360 shares; 2026Q1: 641 shares 641 $238K 0.24% +281 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,933 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,297 shares; 2026Q1: 5,297 shares 5,297 $238K 0.24% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,463 shares 13,463 $233K 0.24% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 218 shares; 2025Q1: 313 shares; 2025Q2: 320 shares; 2025Q3: 342 shares; 2025Q4: 338 shares; 2026Q1: 317 shares 317 $231K 0.24% -21 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 1,040 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 4,449 shares; 2025Q4: 4,407 shares; 2026Q1: 4,407 shares 4,407 $228K 0.23% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 527 shares; 2025Q1: 628 shares; 2025Q2: 641 shares; 2025Q3: 626 shares; 2025Q4: 609 shares; 2026Q1: 450 shares 450 $225K 0.23% -159 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 744 shares; 2025Q1: 1,194 shares; 2025Q2: 1,159 shares; 2025Q3: 1,083 shares; 2025Q4: 1,070 shares; 2026Q1: 897 shares 897 $219K 0.22% -173 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 6,804 shares; 2025Q1: 7,319 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 7,286 shares; 2026Q1: 7,285 shares 7,285 $218K 0.22% -1 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,942 shares; 2025Q1: 7,665 shares; 2025Q2: 7,665 shares; 2025Q3: 7,693 shares; 2025Q4: 7,527 shares; 2026Q1: 7,079 shares 7,079 $217K 0.22% -448 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,761 shares 7,761 $211K 0.22% new Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,195 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 5,370 shares; 2025Q4: 5,369 shares; 2026Q1: 5,369 shares 5,369 $208K 0.21% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 3,317 shares; 2025Q1: 3,457 shares; 2025Q2: 4,593 shares; 2025Q3: 5,091 shares; 2025Q4: 5,209 shares; 2026Q1: 5,364 shares 5,364 $205K 0.21% +155 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,892 shares; 2024Q4: 3,756 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares 4,518 $202K 0.21% 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; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 103 shares; 2025Q1: 179 shares; 2025Q2: 182 shares; 2025Q3: 191 shares; 2025Q4: 199 shares; 2026Q1: 201 shares 201 $201K 0.21% +2 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,458 shares; 2024Q4: 297 shares; 2025Q1: 839 shares; 2025Q2: 3,033 shares; 2025Q3: 3,943 shares; 2025Q4: 4,196 shares; 2026Q1: 4,264 shares 4,264 $197K 0.2% +68 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 415 shares; 2025Q1: 699 shares; 2025Q2: 695 shares; 2025Q3: 692 shares; 2025Q4: 582 shares; 2026Q1: 581 shares 581 $191K 0.2% -1 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 222 shares; 2025Q1: 329 shares; 2025Q2: 342 shares; 2025Q3: 633 shares; 2025Q4: 639 shares; 2026Q1: 614 shares 614 $190K 0.19% -25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 132 shares; 2025Q1: 110 shares; 2025Q2: 118 shares; 2025Q3: 117 shares; 2025Q4: 931 shares; 2026Q1: 1,962 shares 1,962 $189K 0.19% +1,031 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; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 1,614 shares; 2025Q1: 2,912 shares; 2025Q2: 2,846 shares; 2025Q3: 2,977 shares; 2025Q4: 3,006 shares; 2026Q1: 5,128 shares 5,128 $188K 0.19% +2,122 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 2,401 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares 3,562 $188K 0.19% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,716 shares; 2025Q2: 1,136 shares; 2025Q3: 1,060 shares; 2025Q4: 1,062 shares; 2026Q1: 1,148 shares 1,148 $188K 0.19% +86 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,074 shares; 2025Q1: 2,337 shares; 2025Q2: 4,476 shares; 2025Q3: 4,476 shares; 2025Q4: 4,476 shares; 2026Q1: 4,476 shares 4,476 $187K 0.19% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,642 shares 1,642 $181K 0.19% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 4,878 shares; 2025Q1: 6,241 shares; 2025Q2: 6,241 shares; 2025Q3: 6,286 shares; 2025Q4: 6,286 shares; 2026Q1: 6,393 shares 6,393 $180K 0.18% +107 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: 1,207 shares; 2025Q2: 1,219 shares; 2025Q3: 1,208 shares; 2025Q4: 1,202 shares; 2026Q1: 1,121 shares 1,121 $179K 0.18% -81 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 300 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 574 shares; 2025Q4: 576 shares; 2026Q1: 604 shares 604 $178K 0.18% +28 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; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 4,602 shares; 2025Q1: 5,838 shares; 2025Q2: 5,838 shares; 2025Q3: 5,696 shares; 2025Q4: 5,696 shares; 2026Q1: 6,121 shares 6,121 $177K 0.18% +425 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 2,493 shares; 2025Q1: 9,221 shares; 2025Q2: 2,394 shares; 2025Q3: 1,502 shares; 2025Q4: 1,608 shares; 2026Q1: 1,606 shares 1,606 $177K 0.18% -2 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,992 shares; 2025Q1: 4,688 shares; 2025Q2: 4,688 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $173K 0.18% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 22 shares; 2025Q1: 367 shares; 2025Q2: 228 shares; 2025Q3: 229 shares; 2025Q4: 541 shares; 2026Q1: 586 shares 586 $173K 0.18% +45 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,849 shares 4,849 $172K 0.18% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 1,378 shares; 2025Q1: 2,235 shares; 2025Q2: 2,012 shares; 2025Q3: 1,556 shares; 2025Q4: 1,529 shares; 2026Q1: 1,779 shares 1,779 $171K 0.18% +250 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,303 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,303 shares; 2026Q1: 4,649 shares 4,649 $169K 0.17% +1,346 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares 2,982 $163K 0.17% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 782 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 827 shares; 2025Q4: 828 shares; 2026Q1: 828 shares 828 $162K 0.17% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 380 shares; 2025Q1: 456 shares; 2025Q2: 431 shares; 2025Q3: 503 shares; 2025Q4: 590 shares; 2026Q1: 809 shares 809 $161K 0.16% +219 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,663 shares; 2024Q4: 1,900 shares; 2025Q1: 3,463 shares; 2025Q2: 5,432 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares; 2026Q1: 3,761 shares 3,761 $161K 0.16% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $157K 0.16% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 3,523 shares; 2025Q1: 3,193 shares; 2025Q2: 3,173 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 3,649 shares 3,649 $157K 0.16% -10 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 390 shares; 2025Q1: 467 shares; 2025Q2: 479 shares; 2025Q3: 497 shares; 2025Q4: 501 shares; 2026Q1: 476 shares 476 $153K 0.16% -25 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 1,698 shares; 2025Q1: 2,054 shares; 2025Q2: 2,003 shares; 2025Q3: 2,241 shares; 2025Q4: 2,441 shares; 2026Q1: 3,028 shares 3,028 $153K 0.16% +587 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 86 shares; 2025Q1: 139 shares; 2025Q2: 137 shares; 2025Q3: 120 shares; 2025Q4: 126 shares; 2026Q1: 114 shares 114 $151K 0.15% -12 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 254 shares; 2025Q2: 216 shares; 2025Q3: 338 shares; 2025Q4: 227 shares; 2026Q1: 231 shares 231 $150K 0.15% +4 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 554 shares; 2025Q1: 773 shares; 2025Q2: 797 shares; 2025Q3: 868 shares; 2025Q4: 870 shares; 2026Q1: 805 shares 805 $149K 0.15% -65 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 2,437 shares; 2025Q1: 3,637 shares; 2025Q2: 3,708 shares; 2025Q3: 3,847 shares; 2025Q4: 3,894 shares; 2026Q1: 5,038 shares 5,038 $147K 0.15% +1,144 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 878 shares; 2025Q4: 883 shares; 2026Q1: 995 shares 995 $144K 0.15% +112 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,029 shares; 2025Q1: 1,668 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 3,018 shares; 2026Q1: 2,077 shares 2,077 $142K 0.14% -941 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 1,331 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares 4,811 $141K 0.14% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares; 2026Q1: 2,818 shares 2,818 $141K 0.14% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 931 shares; 2025Q1: 2,017 shares; 2025Q2: 1,931 shares; 2025Q3: 1,711 shares; 2025Q4: 1,607 shares; 2026Q1: 1,620 shares 1,620 $140K 0.14% +13 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 1,011 shares; 2025Q1: 1,588 shares; 2025Q2: 1,637 shares; 2025Q3: 1,775 shares; 2025Q4: 1,798 shares; 2026Q1: 1,668 shares 1,668 $140K 0.14% -130 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,658 shares; 2025Q1: 1,980 shares; 2025Q2: 4,020 shares; 2025Q3: 3,610 shares; 2025Q4: 3,638 shares; 2026Q1: 3,000 shares 3,000 $139K 0.14% -638 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 314 shares; 2025Q1: 373 shares; 2025Q2: 384 shares; 2025Q3: 246 shares; 2025Q4: 253 shares; 2026Q1: 276 shares 276 $136K 0.14% +23 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,342 shares; 2024Q4: 2,242 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares 2,812 $134K 0.14% 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; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 629 shares; 2025Q1: 1,155 shares; 2025Q2: 1,188 shares; 2025Q3: 1,269 shares; 2025Q4: 1,228 shares; 2026Q1: 1,150 shares 1,150 $133K 0.14% -78 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 325 shares; 2025Q1: 627 shares; 2025Q2: 607 shares; 2025Q3: 651 shares; 2025Q4: 630 shares; 2026Q1: 591 shares 591 $129K 0.13% -39 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 282 shares; 2025Q1: 689 shares; 2025Q2: 676 shares; 2025Q3: 822 shares; 2025Q4: 800 shares; 2026Q1: 817 shares 817 $127K 0.13% +17 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 4,740 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares 4,740 $126K 0.13% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 127 shares; 2025Q1: 203 shares; 2025Q2: 200 shares; 2025Q3: 212 shares; 2025Q4: 205 shares; 2026Q1: 136 shares 136 $125K 0.13% -69 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 2,989 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares 3,146 $125K 0.13% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,496 shares; 2024Q4: 2,543 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares 3,077 $123K 0.13% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 277 shares; 2025Q1: 596 shares; 2025Q2: 642 shares; 2025Q3: 678 shares; 2025Q4: 656 shares; 2026Q1: 635 shares 635 $123K 0.13% -21 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 688 shares; 2025Q1: 1,752 shares; 2025Q2: 1,786 shares; 2025Q3: 1,800 shares; 2025Q4: 1,813 shares; 2026Q1: 2,101 shares 2,101 $121K 0.12% +288 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: 3,992 shares; 2025Q2: 3,140 shares; 2025Q3: 2,235 shares; 2025Q4: 2,102 shares; 2026Q1: 1,889 shares 1,889 $121K 0.12% -213 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 65 shares; 2025Q1: 154 shares; 2025Q2: 165 shares; 2025Q3: 197 shares; 2025Q4: 445 shares; 2026Q1: 645 shares 645 $120K 0.12% +200 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 5,613 shares 5,613 $118K 0.12% +4,507 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 561 shares; 2025Q1: 1,833 shares; 2025Q2: 1,630 shares; 2025Q3: 1,551 shares; 2025Q4: 1,530 shares; 2026Q1: 1,506 shares 1,506 $117K 0.12% -24 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 1,353 shares; 2025Q1: 1,855 shares; 2025Q2: 1,581 shares; 2025Q3: 1,358 shares; 2025Q4: 1,294 shares; 2026Q1: 779 shares 779 $115K 0.12% -515 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 482 shares; 2025Q1: 653 shares; 2025Q2: 727 shares; 2025Q3: 696 shares; 2025Q4: 665 shares; 2026Q1: 569 shares 569 $113K 0.12% -96 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,933 shares; 2024Q4: 1,007 shares; 2025Q1: 4,895 shares; 2025Q2: 5,007 shares; 2025Q3: 4,913 shares; 2025Q4: 4,233 shares; 2026Q1: 3,059 shares 3,059 $113K 0.12% -1,174 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,146 shares; 2025Q4: 2,702 shares; 2026Q1: 2,832 shares 2,832 $112K 0.11% +130 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 156 shares; 2025Q1: 282 shares; 2025Q2: 287 shares; 2025Q3: 330 shares; 2025Q4: 322 shares; 2026Q1: 301 shares 301 $110K 0.11% -21 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 1,801 shares; 2025Q3: 2,251 shares; 2025Q4: 2,402 shares; 2026Q1: 2,555 shares 2,555 $109K 0.11% +153 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 57 shares; 2025Q1: 104 shares; 2025Q2: 106 shares; 2025Q3: 114 shares; 2025Q4: 116 shares; 2026Q1: 110 shares 110 $108K 0.11% -6 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,718 shares; 2024Q4: 21,016 shares; 2025Q1: 35,220 shares; 2025Q2: 1,209 shares; 2025Q3: 1,249 shares; 2025Q4: 1,263 shares; 2026Q1: 2,126 shares 2,126 $108K 0.11% +863 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 1,584 shares; 2025Q3: 2,038 shares; 2025Q4: 2,041 shares; 2026Q1: 2,690 shares 2,690 $106K 0.11% +649 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares 2,925 $106K 0.11% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 248 shares; 2025Q1: 423 shares; 2025Q2: 399 shares; 2025Q3: 339 shares; 2025Q4: 314 shares; 2026Q1: 309 shares 309 $106K 0.11% -5 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 200 shares; 2025Q1: 1,096 shares; 2025Q2: 1,097 shares; 2025Q3: 496 shares; 2025Q4: 475 shares; 2026Q1: 434 shares 434 $105K 0.11% -41 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 386 shares; 2025Q1: 699 shares; 2025Q2: 734 shares; 2025Q3: 790 shares; 2025Q4: 796 shares; 2026Q1: 772 shares 772 $105K 0.11% -24 Timeline GWX 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; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 1,043 shares; 2025Q1: 1,562 shares; 2025Q2: 1,981 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,472 shares 2,472 $104K 0.11% +144 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,437 shares; 2026Q1: 2,437 shares 2,437 $104K 0.11% 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; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 170 shares; 2025Q1: 230 shares; 2025Q2: 240 shares; 2025Q3: 258 shares; 2025Q4: 264 shares; 2026Q1: 241 shares 241 $103K 0.1% -23 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares; 2026Q1: 1,951 shares 1,951 $102K 0.1% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 548 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 991 shares; 2025Q4: 975 shares; 2026Q1: 784 shares 784 $101K 0.1% -191 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 310 shares; 2025Q1: 463 shares; 2025Q2: 482 shares; 2025Q3: 526 shares; 2025Q4: 534 shares; 2026Q1: 481 shares 481 $101K 0.1% -53 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares; 2026Q1: 1,797 shares 1,797 $100K 0.1% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares 928 $99.9K 0.1% 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; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 308 shares; 2025Q1: 725 shares; 2025Q2: 640 shares; 2025Q3: 506 shares; 2025Q4: 537 shares; 2026Q1: 592 shares 592 $97.9K 0.1% +55 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: not reported; 2025Q1: 593 shares; 2025Q2: 1,914 shares; 2025Q3: 2,505 shares; 2025Q4: 2,705 shares; 2026Q1: 2,926 shares 2,926 $97.6K 0.1% +221 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 196 shares; 2025Q1: 281 shares; 2025Q2: 291 shares; 2025Q3: 315 shares; 2025Q4: 322 shares; 2026Q1: 290 shares 290 $95.3K 0.1% -32 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 1,218 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885 $95K 0.1% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,371 shares 2,371 $94.7K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 566 shares; 2025Q1: 2,859 shares; 2025Q2: 1,508 shares; 2025Q3: 1,358 shares; 2025Q4: 1,333 shares; 2026Q1: 1,054 shares 1,054 $94.4K 0.1% -279 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 1,103 shares; 2025Q1: 1,866 shares; 2025Q2: 1,796 shares; 2025Q3: 1,894 shares; 2025Q4: 1,882 shares; 2026Q1: 1,928 shares 1,928 $94K 0.1% +46 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $92.5K 0.09% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares 1,889 $92K 0.09% 0 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $91.9K 0.09% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 279 shares; 2025Q1: 368 shares; 2025Q2: 381 shares; 2025Q3: 339 shares; 2025Q4: 363 shares; 2026Q1: 389 shares 389 $91.9K 0.09% +26 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares 1,876 $91.6K 0.09% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 143 shares; 2025Q1: 201 shares; 2025Q2: 208 shares; 2025Q3: 227 shares; 2025Q4: 231 shares; 2026Q1: 211 shares 211 $91.6K 0.09% -20 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 2,175 shares 2,175 $90.7K 0.09% +1,102 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 403 shares; 2025Q1: 546 shares; 2025Q2: 569 shares; 2025Q3: 578 shares; 2025Q4: 582 shares; 2026Q1: 535 shares 535 $90.5K 0.09% -47 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 27 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 347 shares; 2026Q1: 469 shares 469 $89K 0.09% +122 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 732 shares; 2025Q1: 1,021 shares; 2025Q2: 1,042 shares; 2025Q3: 1,131 shares; 2025Q4: 1,144 shares; 2026Q1: 1,042 shares 1,042 $88.5K 0.09% -102 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $88.3K 0.09% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares 1,791 $87.6K 0.09% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 147 shares; 2025Q1: 201 shares; 2025Q2: 209 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 202 shares 202 $87.3K 0.09% -40 Timeline PSFM PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,530 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 2,688 shares; 2025Q4: 2,688 shares; 2026Q1: 2,688 shares 2,688 $87.2K 0.09% 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; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 15 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 337 shares; 2025Q4: 354 shares; 2026Q1: 382 shares 382 $86.3K 0.09% +28 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; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 210 shares; 2025Q1: 327 shares; 2025Q2: 377 shares; 2025Q3: 389 shares; 2025Q4: 269 shares; 2026Q1: 249 shares 249 $85.1K 0.09% -20 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 1,655 shares; 2025Q1: 2,229 shares; 2025Q2: 2,283 shares; 2025Q3: 2,465 shares; 2025Q4: 2,021 shares; 2026Q1: 1,862 shares 1,862 $84.3K 0.09% -159 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 127 shares; 2025Q1: 161 shares; 2025Q2: 142 shares; 2025Q3: 203 shares; 2025Q4: 236 shares; 2026Q1: 316 shares 316 $84.3K 0.09% +80 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 331 shares; 2025Q2: 414 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 413 shares 413 $84K 0.09% +5 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 375 shares; 2025Q1: 544 shares; 2025Q2: 562 shares; 2025Q3: 614 shares; 2025Q4: 618 shares; 2026Q1: 576 shares 576 $83.2K 0.09% -42 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 1,343 shares; 2025Q3: 1,726 shares; 2025Q4: 1,712 shares; 2026Q1: 2,244 shares 2,244 $83K 0.08% +532 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 60 shares; 2025Q3: 437 shares; 2025Q4: 441 shares; 2026Q1: 551 shares 551 $82.7K 0.08% +110 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; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 231 shares; 2025Q1: 434 shares; 2025Q2: 440 shares; 2025Q3: 464 shares; 2025Q4: 443 shares; 2026Q1: 406 shares 406 $82.5K 0.08% -37 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 529 shares; 2025Q4: 730 shares; 2026Q1: 904 shares 904 $81.3K 0.08% +174 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 571 shares 571 $81.3K 0.08% +6 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; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 215 shares; 2025Q1: 305 shares; 2025Q2: 316 shares; 2025Q3: 338 shares; 2025Q4: 407 shares; 2026Q1: 370 shares 370 $80.2K 0.08% -37 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 35 shares; 2025Q1: 50 shares; 2025Q2: 57 shares; 2025Q3: 86 shares; 2025Q4: 99 shares; 2026Q1: 178 shares 178 $79.5K 0.08% +79 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 1,274 shares; 2025Q3: 1,773 shares; 2025Q4: 1,942 shares; 2026Q1: 2,064 shares 2,064 $79K 0.08% +122 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares 1,685 $78.9K 0.08% new Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,194 shares; 2025Q4: 3,194 shares; 2026Q1: 3,194 shares 3,194 $78.3K 0.08% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares 1,702 $76.7K 0.08% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,518 shares; 2025Q2: 743 shares; 2025Q3: 619 shares; 2025Q4: 622 shares; 2026Q1: 692 shares 692 $76.7K 0.08% +70 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 191 shares; 2025Q1: 235 shares; 2025Q2: 284 shares; 2025Q3: 424 shares; 2025Q4: 368 shares; 2026Q1: 561 shares 561 $76K 0.08% +193 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 699 shares; 2025Q1: 989 shares; 2025Q2: 932 shares; 2025Q3: 983 shares; 2025Q4: 988 shares; 2026Q1: 1,056 shares 1,056 $75.8K 0.08% +68 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 665 shares; 2025Q1: 909 shares; 2025Q2: 892 shares; 2025Q3: 1,021 shares; 2025Q4: 1,205 shares; 2026Q1: 1,040 shares 1,040 $75.7K 0.08% -165 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,387 shares; 2025Q2: 1,388 shares; 2025Q3: 1,389 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares 1,394 $75.3K 0.08% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares 279 $74.2K 0.08% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 349 shares; 2025Q1: 523 shares; 2025Q2: 534 shares; 2025Q3: 554 shares; 2025Q4: 562 shares; 2026Q1: 746 shares 746 $74.2K 0.08% +184 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 534 shares; 2025Q1: 822 shares; 2025Q2: 773 shares; 2025Q3: 450 shares; 2025Q4: 431 shares; 2026Q1: 444 shares 444 $73.7K 0.08% +13 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 864 shares; 2025Q1: 1,199 shares; 2025Q2: 1,314 shares; 2025Q3: 889 shares; 2025Q4: 770 shares; 2026Q1: 542 shares 542 $73.7K 0.08% -228 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 889 shares; 2025Q1: 947 shares; 2025Q2: 974 shares; 2025Q3: 879 shares; 2025Q4: 760 shares; 2026Q1: 618 shares 618 $73.3K 0.08% -142 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares 2,249 $73.2K 0.07% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 229 shares; 2025Q1: 319 shares; 2025Q2: 316 shares; 2025Q3: 348 shares; 2025Q4: 353 shares; 2026Q1: 326 shares 326 $72.1K 0.07% -27 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,929 shares; 2025Q2: 2,929 shares; 2025Q3: 2,929 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $71.8K 0.07% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $70.6K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 1,241 shares 1,241 $70.5K 0.07% +859 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 954 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares 1,819 $70.3K 0.07% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 1,236 shares; 2025Q1: 1,730 shares; 2025Q2: 1,730 shares; 2025Q3: 1,764 shares; 2025Q4: 1,636 shares; 2026Q1: 1,549 shares 1,549 $70K 0.07% -87 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 2,185 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 4,125 shares; 2025Q4: 4,149 shares; 2026Q1: 3,974 shares 3,974 $69.8K 0.07% -175 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,087 shares; 2026Q1: 3,426 shares 3,426 $69.6K 0.07% +2,339 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares; 2026Q1: 2,223 shares 2,223 $69.5K 0.07% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares 1,441 $69.2K 0.07% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $68.9K 0.07% 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; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 200 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 287 shares; 2025Q4: 401 shares; 2026Q1: 399 shares 399 $68.9K 0.07% -2 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 1,366 shares 1,366 $67.9K 0.07% +803 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 1,553 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares 1,656 $67.7K 0.07% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: not reported; 2025Q1: 962 shares; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 813 shares; 2026Q1: 779 shares 779 $67.5K 0.07% -34 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 238 shares; 2025Q1: 338 shares; 2025Q2: 349 shares; 2025Q3: 375 shares; 2025Q4: 377 shares; 2026Q1: 259 shares 259 $67.5K 0.07% -118 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 111 shares 111 $66.3K 0.07% +41 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: not reported; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 1,344 shares 1,344 $65.8K 0.07% +845 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 201 shares; 2025Q2: 254 shares; 2025Q3: 397 shares; 2025Q4: 445 shares; 2026Q1: 905 shares 905 $65.6K 0.07% +460 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $65.5K 0.07% 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; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 18 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 550 shares; 2025Q4: 627 shares; 2026Q1: 704 shares 704 $65.5K 0.07% +77 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 3,293 shares; 2025Q1: 3,992 shares; 2025Q2: 4,240 shares; 2025Q3: 4,812 shares; 2025Q4: 4,847 shares; 2026Q1: 4,631 shares 4,631 $65.3K 0.07% -216 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; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,362 shares; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares 1,315 $65K 0.07% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,409 shares; 2025Q4: 1,612 shares; 2026Q1: 1,104 shares 1,104 $64.9K 0.07% -508 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 261 shares; 2025Q1: 385 shares; 2025Q2: 394 shares; 2025Q3: 427 shares; 2025Q4: 430 shares; 2026Q1: 390 shares 390 $63.4K 0.06% -40 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 693 shares; 2025Q1: 1,189 shares; 2025Q2: 1,283 shares; 2025Q3: 1,379 shares; 2025Q4: 1,339 shares; 2026Q1: 1,254 shares 1,254 $63.2K 0.06% -85 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares 1,176 $62.8K 0.06% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 1,291 shares 1,291 $62K 0.06% +823 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 2,433 shares; 2025Q3: 2,440 shares; 2025Q4: 2,447 shares; 2026Q1: 2,454 shares 2,454 $61.6K 0.06% +7 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; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 127 shares; 2025Q1: 484 shares; 2025Q2: 544 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 420 shares 420 $61.4K 0.06% +30 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 281 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 383 shares; 2025Q4: 385 shares; 2026Q1: 360 shares 360 $59.2K 0.06% -25 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 2,828 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,318 shares 1,318 $59K 0.06% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 335 shares; 2025Q2: 349 shares; 2025Q3: 381 shares; 2025Q4: 403 shares; 2026Q1: 371 shares 371 $58.7K 0.06% -32 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 183 shares; 2025Q1: 376 shares; 2025Q2: 591 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 784 shares 784 $58.3K 0.06% +55 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 803 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $58.1K 0.06% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,525 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares; 2026Q1: 7,525 shares 7,525 $58K 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 499 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,035 shares; 2026Q1: 1,062 shares 1,062 $57.5K 0.06% +27 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 1,165 shares; 2025Q1: 1,511 shares; 2025Q2: 1,514 shares; 2025Q3: 1,400 shares; 2025Q4: 1,411 shares; 2026Q1: 828 shares 828 $57.2K 0.06% -583 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 474 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 657 shares; 2025Q4: 660 shares; 2026Q1: 758 shares 758 $57K 0.06% +98 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: 887 shares; 2025Q2: 982 shares; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares 1,682 $56.8K 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 94 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 174 shares; 2025Q4: 185 shares; 2026Q1: 200 shares 200 $56.8K 0.06% +15 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 655 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 621 shares; 2025Q4: 538 shares; 2026Q1: 499 shares 499 $56.6K 0.06% -39 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares 1,348 $56.5K 0.06% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 476 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $56.2K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 2,233 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 1,035 shares; 2025Q4: 958 shares; 2026Q1: 926 shares 926 $56.2K 0.06% -32 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 779 shares; 2025Q1: 1,240 shares; 2025Q2: 1,262 shares; 2025Q3: 1,358 shares; 2025Q4: 1,330 shares; 2026Q1: 467 shares 467 $56.1K 0.06% -863 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 610 shares 610 $55.8K 0.06% -26 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $55.8K 0.06% 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; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 96 shares 96 $55.4K 0.06% +14 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 6 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 13 shares 13 $54.7K 0.06% -1 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 349 shares; 2025Q1: 1,568 shares; 2025Q2: 1,585 shares; 2025Q3: 1,559 shares; 2025Q4: 1,412 shares; 2026Q1: 1,170 shares 1,170 $54.5K 0.06% -242 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 100 shares; 2025Q1: 114 shares; 2025Q2: 121 shares; 2025Q3: 92 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $53.8K 0.06% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 799 shares; 2025Q2: 3,133 shares; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 651 shares 651 $53.8K 0.06% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 307 shares; 2026Q1: 487 shares 487 $53.6K 0.05% +180 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,537 shares; 2025Q3: 1,551 shares; 2025Q4: 1,566 shares; 2026Q1: 1,077 shares 1,077 $53.6K 0.05% -489 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 601 shares; 2025Q1: 600 shares; 2025Q2: 558 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 484 shares 484 $52.8K 0.05% -21 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 106 shares; 2025Q1: 143 shares; 2025Q2: 161 shares; 2025Q3: 149 shares; 2025Q4: 159 shares; 2026Q1: 219 shares 219 $52.4K 0.05% +60 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 657 shares 657 $52.3K 0.05% -29 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,104 shares; 2025Q1: 1,339 shares; 2025Q2: 940 shares; 2025Q3: 996 shares; 2025Q4: 1,165 shares; 2026Q1: 1,266 shares 1,266 $52K 0.05% +101 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; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 27 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 171 shares 171 $51.8K 0.05% -2 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 900 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $51.1K 0.05% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 1,173 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,677 shares; 2025Q4: 1,556 shares; 2026Q1: 1,474 shares 1,474 $51K 0.05% -82 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: 18 shares; 2025Q3: 29 shares; 2025Q4: 32 shares; 2026Q1: 66 shares 66 $51K 0.05% +34 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 410 shares; 2025Q1: 426 shares; 2025Q2: 410 shares; 2025Q3: 418 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $51K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 200 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 206 shares 206 $50.3K 0.05% -9 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 114 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 465 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $49.8K 0.05% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 661 shares; 2025Q1: 914 shares; 2025Q2: 903 shares; 2025Q3: 882 shares; 2025Q4: 850 shares; 2026Q1: 417 shares 417 $49.3K 0.05% -433 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares 346 $49.2K 0.05% new 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; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 79 shares; 2025Q4: 196 shares; 2026Q1: 304 shares 304 $49.2K 0.05% +108 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 765 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $49.1K 0.05% 0 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares 1,709 $48.2K 0.05% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 439 shares; 2026Q1: 763 shares 763 $47.8K 0.05% +324 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 67 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $47.7K 0.05% 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; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 225 shares; 2026Q1: 407 shares 407 $46K 0.05% +182 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 57 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $45.7K 0.05% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,273 shares; 2024Q4: 950 shares; 2025Q1: 4,210 shares; 2025Q2: 4,358 shares; 2025Q3: 4,297 shares; 2025Q4: 4,236 shares; 2026Q1: 3,567 shares 3,567 $45.7K 0.05% -669 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 314 shares; 2025Q3: 322 shares; 2025Q4: 283 shares; 2026Q1: 237 shares 237 $44.7K 0.05% -46 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 21 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 1,059 shares; 2025Q4: 1,061 shares; 2026Q1: 869 shares 869 $44.3K 0.05% -192 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares 1,113 $43.9K 0.04% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 72 shares; 2025Q1: 369 shares; 2025Q2: 303 shares; 2025Q3: 274 shares; 2025Q4: 227 shares; 2026Q1: 216 shares 216 $43.8K 0.04% -11 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 11 shares; 2025Q1: 25 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 25 shares 25 $43.2K 0.04% -1 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 391 shares; 2026Q1: 627 shares 627 $42.6K 0.04% +236 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 1,553 shares; 2026Q1: 1,238 shares 1,238 $42K 0.04% -315 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 105 shares; 2026Q1: 168 shares 168 $40.3K 0.04% +63 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 65 shares; 2025Q1: 287 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 291 shares; 2026Q1: 303 shares 303 $40K 0.04% +12 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 867 shares; 2025Q1: 1,053 shares; 2025Q2: 886 shares; 2025Q3: 1,635 shares; 2025Q4: 1,532 shares; 2026Q1: 1,059 shares 1,059 $39.8K 0.04% -473 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 1,162 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,580 shares; 2026Q1: 833 shares 833 $39.7K 0.04% -747 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 39 shares; 2025Q1: 46 shares; 2025Q2: 57 shares; 2025Q3: 87 shares; 2025Q4: 139 shares; 2026Q1: 260 shares 260 $39.7K 0.04% +121 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 739 shares 739 $39.4K 0.04% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares 1,464 $39.2K 0.04% 0 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,677 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 962 shares 962 $38.9K 0.04% 0 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares 1,305 $38.9K 0.04% new Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $38.6K 0.04% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 691 shares; 2025Q3: 699 shares; 2025Q4: 708 shares; 2026Q1: 718 shares 718 $38K 0.04% +10 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 243 shares; 2025Q1: 1,160 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 845 shares; 2026Q1: 845 shares 845 $37.9K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 47 shares; 2025Q1: 107 shares; 2025Q2: 100 shares; 2025Q3: 111 shares; 2025Q4: 140 shares; 2026Q1: 175 shares 175 $37.6K 0.04% +35 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 8 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 131 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $37.4K 0.04% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 142 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $37.2K 0.04% 0 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $36.3K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 412 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 529 shares; 2025Q4: 531 shares; 2026Q1: 513 shares 513 $36.3K 0.04% -18 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $36K 0.04% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 738 shares 738 $35.8K 0.04% +23 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 195 shares 195 $35.6K 0.04% +180 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,133 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 483 shares 483 $35.6K 0.04% -1,133 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $35.5K 0.04% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 533 shares 533 $34.8K 0.04% +39 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $34.7K 0.04% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 586 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 1,100 shares; 2025Q4: 1,108 shares; 2026Q1: 1,058 shares 1,058 $34.6K 0.04% -50 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 249 shares; 2025Q1: 585 shares; 2025Q2: 242 shares; 2025Q3: 299 shares; 2025Q4: 300 shares; 2026Q1: 350 shares 350 $34.5K 0.04% +50 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 1,008 shares 1,008 $34.2K 0.03% +676 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108 shares; 2025Q1: 165 shares; 2025Q2: 125 shares; 2025Q3: 58 shares; 2025Q4: 156 shares; 2026Q1: 126 shares 126 $34.1K 0.03% -30 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; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 119 shares; 2025Q1: 353 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 486 shares; 2026Q1: 524 shares 524 $34.1K 0.03% +38 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 518 shares; 2025Q3: 520 shares; 2025Q4: 529 shares; 2026Q1: 530 shares 530 $34K 0.03% +1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $34K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 10 shares 10 $33.8K 0.03% -1 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 113 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 295 shares; 2025Q4: 419 shares; 2026Q1: 546 shares 546 $33.8K 0.03% +127 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 39 shares; 2025Q1: 763 shares; 2025Q2: 777 shares; 2025Q3: 791 shares; 2025Q4: 806 shares; 2026Q1: 819 shares 819 $33.7K 0.03% +13 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $32.7K 0.03% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 831 shares 831 $32.4K 0.03% -608 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $32.3K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 42 shares; 2025Q3: 51 shares; 2025Q4: 74 shares; 2026Q1: 98 shares 98 $31.9K 0.03% +24 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,012 shares; 2026Q1: 811 shares 811 $31.4K 0.03% -201 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; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 25 shares; 2025Q4: 86 shares; 2026Q1: 68 shares 68 $31.3K 0.03% -18 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 400 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 400 shares 400 $30.8K 0.03% -14 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; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 15 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 328 shares; 2026Q1: 339 shares 339 $30.6K 0.03% +11 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $30.6K 0.03% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 873 shares; 2026Q1: 873 shares 873 $30.6K 0.03% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares; 2026Q1: 1,159 shares 1,159 $29.8K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 284 shares 284 $29K 0.03% -16 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; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 29 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 98 shares; 2025Q4: 139 shares; 2026Q1: 184 shares 184 $28.9K 0.03% +45 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 39 shares; 2025Q1: 47 shares; 2025Q2: 59 shares; 2025Q3: 93 shares; 2025Q4: 102 shares; 2026Q1: 199 shares 199 $28.5K 0.03% +97 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 19 shares; 2025Q4: 22 shares; 2026Q1: 51 shares 51 $28.5K 0.03% +29 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 17 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 85 shares; 2025Q4: 132 shares; 2026Q1: 123 shares 123 $28.3K 0.03% -9 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 796 shares; 2025Q2: 1,351 shares; 2025Q3: 1,542 shares; 2025Q4: 1,544 shares; 2026Q1: 721 shares 721 $28.2K 0.03% -823 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 262 shares; 2025Q1: 427 shares; 2025Q2: 403 shares; 2025Q3: 347 shares; 2025Q4: 369 shares; 2026Q1: 378 shares 378 $28.1K 0.03% +9 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 961 shares 961 $27.9K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 55 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 220 shares; 2026Q1: 213 shares 213 $27.9K 0.03% -7 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $27.9K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $27.9K 0.03% 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; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 536 shares 536 $27.9K 0.03% -25 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 111 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 87 shares 87 $27.8K 0.03% +26 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; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $27.5K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 30 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 53 shares; 2025Q4: 68 shares; 2026Q1: 83 shares 83 $27.1K 0.03% +15 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 128 shares; 2026Q1: 178 shares 178 $26.8K 0.03% +50 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 8 shares; 2025Q1: 12 shares; 2025Q2: 180 shares; 2025Q3: 196 shares; 2025Q4: 243 shares; 2026Q1: 289 shares 289 $26.7K 0.03% +46 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 25 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 280 shares; 2025Q4: 355 shares; 2026Q1: 432 shares 432 $26.4K 0.03% +77 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 528 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 723 shares; 2025Q4: 971 shares; 2026Q1: 528 shares 528 $26.1K 0.03% -443 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 402 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 854 shares; 2026Q1: 899 shares 899 $25.8K 0.03% +45 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 15 shares; 2025Q3: 42 shares; 2025Q4: 62 shares; 2026Q1: 81 shares 81 $25.8K 0.03% +19 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 36 shares; 2025Q4: 49 shares; 2026Q1: 61 shares 61 $25.4K 0.03% +12 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 69 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 174 shares; 2025Q4: 224 shares; 2026Q1: 273 shares 273 $25.2K 0.03% +49 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 127 shares 127 $25.1K 0.03% -15 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 388 shares; 2026Q1: 684 shares 684 $24.9K 0.03% +296 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 70 shares; 2026Q1: 69 shares 69 $24.7K 0.03% -1 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 131 shares; 2025Q1: 223 shares; 2025Q2: 255 shares; 2025Q3: 286 shares; 2025Q4: 372 shares; 2026Q1: 472 shares 472 $24.7K 0.03% +100 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $24.4K 0.02% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 59 shares; 2025Q1: 70 shares; 2025Q2: 87 shares; 2025Q3: 135 shares; 2025Q4: 152 shares; 2026Q1: 309 shares 309 $24.2K 0.02% +157 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $23.9K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 18 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 45 shares; 2025Q4: 64 shares; 2026Q1: 83 shares 83 $23.8K 0.02% +19 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 396 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $23.7K 0.02% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 214 shares; 2025Q4: 540 shares; 2026Q1: 550 shares 550 $23.3K 0.02% +10 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 243 shares; 2026Q1: 218 shares 218 $23.2K 0.02% -25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 28 shares; 2025Q1: 33 shares; 2025Q2: 40 shares; 2025Q3: 62 shares; 2025Q4: 70 shares; 2026Q1: 149 shares 149 $23.2K 0.02% +79 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,638 shares 2,638 $22.3K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $22.3K 0.02% 0 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $21.9K 0.02% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $21.5K 0.02% 0 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429 shares 1,429 $21.3K 0.02% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 24 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 53 shares; 2025Q4: 94 shares; 2026Q1: 123 shares 123 $21.2K 0.02% +29 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 154 shares; 2026Q1: 215 shares 215 $21.2K 0.02% +61 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 3,055 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $20.7K 0.02% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 105 shares; 2025Q2: 186 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 189 shares 189 $20.4K 0.02% +47 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 284 shares; 2025Q1: 352 shares; 2025Q2: 395 shares; 2025Q3: 379 shares; 2025Q4: 137 shares; 2026Q1: 128 shares 128 $20.1K 0.02% -9 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 54 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 144 shares; 2025Q4: 206 shares; 2026Q1: 269 shares 269 $20K 0.02% +63 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,166 shares 1,166 $20K 0.02% +166 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $19.8K 0.02% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $19.7K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 9 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 37 shares; 2026Q1: 44 shares 44 $19.6K 0.02% +7 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 612 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 794 shares; 2025Q4: 799 shares; 2026Q1: 760 shares 760 $19.5K 0.02% -39 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; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 21 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 34 shares; 2026Q1: 49 shares 49 $19.1K 0.02% +15 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $18.8K 0.02% 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; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 156 shares; 2025Q1: 197 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 228 shares; 2026Q1: 77 shares 77 $18.7K 0.02% -151 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $18.5K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 29 shares; 2026Q1: 27 shares 27 $18.4K 0.02% -2 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 143 shares; 2025Q3: 145 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $18.4K 0.02% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 448 shares 448 $18.2K 0.02% +237 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 320 shares; 2025Q2: 265 shares; 2025Q3: 277 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $17.9K 0.02% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 105 shares; 2026Q1: 179 shares 179 $17.5K 0.02% +74 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 109 shares; 2025Q3: 100 shares; 2025Q4: 141 shares; 2026Q1: 188 shares 188 $17.5K 0.02% +47 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 414 shares; 2025Q1: 873 shares; 2025Q2: 876 shares; 2025Q3: 879 shares; 2025Q4: 882 shares; 2026Q1: 903 shares 903 $17.4K 0.02% +21 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 277 shares 277 $17.4K 0.02% +84 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $17.3K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $17.2K 0.02% 0 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $17K 0.02% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 145 shares; 2025Q1: 189 shares; 2025Q2: 202 shares; 2025Q3: 208 shares; 2025Q4: 231 shares; 2026Q1: 203 shares 203 $16.8K 0.02% -28 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 216 shares; 2025Q4: 214 shares; 2026Q1: 206 shares 206 $16.8K 0.02% -8 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $16.5K 0.02% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 608 shares; 2025Q4: 1,009 shares; 2026Q1: 1,190 shares 1,190 $16.5K 0.02% +181 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 379 shares; 2026Q1: 406 shares 406 $16.4K 0.02% +27 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $16.1K 0.02% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $16K 0.02% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 96 shares; 2025Q3: 130 shares; 2025Q4: 777 shares; 2026Q1: 441 shares 441 $15.9K 0.02% -336 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; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $15.9K 0.02% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 46 shares; 2025Q1: 69 shares; 2025Q2: 83 shares; 2025Q3: 124 shares; 2025Q4: 141 shares; 2026Q1: 263 shares 263 $15.8K 0.02% +122 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 223 shares 223 $15.8K 0.02% +94 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares 216 $15.6K 0.02% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $15.3K 0.02% 0 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: not reported; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $15.2K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 161 shares 161 $15.1K 0.02% -13 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; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares 266 $15.1K 0.02% new Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $14.8K 0.02% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 532 shares; 2025Q4: 534 shares; 2026Q1: 535 shares 535 $14.7K 0.02% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 617 shares; 2025Q1: 936 shares; 2025Q2: 97 shares; 2025Q3: 111 shares; 2025Q4: 125 shares; 2026Q1: 278 shares 278 $14.7K 0.02% +153 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $14.5K 0.01% 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; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 35 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $14.3K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 45 shares; 2025Q1: 52 shares; 2025Q2: 64 shares; 2025Q3: 101 shares; 2025Q4: 116 shares; 2026Q1: 310 shares 310 $14K 0.01% +194 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 182 shares; 2026Q1: 227 shares 227 $13.9K 0.01% +45 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 29 shares; 2025Q1: 35 shares; 2025Q2: 44 shares; 2025Q3: 67 shares; 2025Q4: 76 shares; 2026Q1: 112 shares 112 $13.8K 0.01% +36 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $13.8K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 187 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 455 shares; 2025Q4: 434 shares; 2026Q1: 191 shares 191 $13.7K 0.01% -243 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 37 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 299 shares; 2026Q1: 292 shares 292 $13.7K 0.01% -7 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $13.5K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 87 shares; 2025Q4: 86 shares; 2026Q1: 34 shares 34 $13.5K 0.01% -52 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 6 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 6 shares; 2025Q4: 97 shares; 2026Q1: 88 shares 88 $13.4K 0.01% -9 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 15 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 113 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $13.3K 0.01% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 517 shares 517 $13.2K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 12 shares; 2025Q1: 18 shares; 2025Q2: 21 shares; 2025Q3: 31 shares; 2025Q4: 27 shares; 2026Q1: 60 shares 60 $13K 0.01% +33 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares 81 $13K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $13K 0.01% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 97 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $12.2K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 58 shares; 2025Q4: 82 shares; 2026Q1: 91 shares 91 $12K 0.01% +9 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 35 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 209 shares; 2026Q1: 210 shares 210 $12K 0.01% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 20 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $11.9K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 23 shares; 2025Q4: 18 shares; 2026Q1: 16 shares 16 $11.8K 0.01% -2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $11.6K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $11.6K 0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares 1,426 $11.5K 0.01% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 91 shares; 2025Q3: 114 shares; 2025Q4: 221 shares; 2026Q1: 184 shares 184 $11.4K 0.01% -37 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 596 shares; 2026Q1: 542 shares 542 $11.2K 0.01% -54 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $11.1K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 291 shares; 2025Q1: 317 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $11K 0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 34 shares 34 $11K 0.01% +24 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 106 shares 106 $10.9K 0.01% +71 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 30 shares; 2025Q3: 17 shares; 2025Q4: 64 shares; 2026Q1: 81 shares 81 $10.7K 0.01% +17 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $10.5K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 83 shares; 2025Q4: 63 shares; 2026Q1: 51 shares 51 $10.5K 0.01% -12 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 103 shares; 2025Q4: 143 shares; 2026Q1: 167 shares 167 $10.5K 0.01% +24 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $10.2K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 12 shares 12 $10.2K 0.01% -1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 210 shares; 2025Q1: 227 shares; 2025Q2: 231 shares; 2025Q3: 137 shares; 2025Q4: 40 shares; 2026Q1: 78 shares 78 $10.1K 0.01% +38 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 71 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $10.1K 0.01% 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; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 29 shares; 2025Q1: 76 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $10K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 66 shares; 2026Q1: 58 shares 58 $9.93K 0.01% -8 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 383 shares 383 $9.91K 0.01% -100 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; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 9 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 40 shares 40 $9.88K 0.01% +4 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134 $9.85K 0.01% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $9.77K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $9.46K 0.01% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258 $9.41K 0.01% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194 $9.34K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 31 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 418 shares; 2025Q4: 426 shares; 2026Q1: 148 shares 148 $9.29K 0.01% -278 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $9.22K 0.01% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares 128 $9.14K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 380 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 380 shares 380 $9.05K 0.01% -59 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; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.01K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 36 shares 36 $8.97K 0.01% +30 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 382 shares; 2025Q1: 551 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 398 shares; 2026Q1: 221 shares 221 $8.71K 0.01% -177 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 206 shares 206 $8.69K 0.01% +28 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $8.64K 0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 116 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 480 shares; 2025Q4: 491 shares; 2026Q1: 491 shares 491 $8.56K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 118 shares 118 $8.56K 0.01% -16 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 52 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $8.48K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $8.44K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $8.39K 0.01% new Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $8.38K 0.01% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $8.36K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 85 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $8.26K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $8.07K 0.01% 0 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $8.02K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 186 shares; 2025Q2: 187 shares; 2025Q3: 109 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $8.01K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 23 shares; 2025Q1: 100 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 155 shares 155 $7.96K 0.01% -17 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $7.95K 0.01% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares 668 $7.92K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 21 shares; 2026Q1: 23 shares 23 $7.78K 0.01% +2 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 14 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $7.77K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 10 shares; 2025Q1: 25 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 20 shares; 2026Q1: 19 shares 19 $7.74K 0.01% -1 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 91 shares 91 $7.7K 0.01% +13 Timeline