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: 110,735 shares; 2024Q4: 111,336 shares; 2025Q1: 112,446 shares; 2025Q2: 115,319 shares; 2025Q3: 118,781 shares; 2025Q4: 120,998 shares; 2026Q1: 123,137 shares 123,137 $80.4M 9.62% +2,139 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: 364,307 shares; 2024Q4: 373,174 shares; 2025Q1: 382,661 shares; 2025Q2: 393,384 shares; 2025Q3: 394,040 shares; 2025Q4: 390,424 shares; 2026Q1: 391,650 shares 391,650 $43.3M 5.18% +1,226 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: 35,464 shares; 2024Q4: 39,328 shares; 2025Q1: 42,592 shares; 2025Q2: 52,857 shares; 2025Q3: 59,668 shares; 2025Q4: 60,708 shares; 2026Q1: 60,437 shares 60,437 $39.3M 4.7% -271 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,542 shares; 2024Q4: 487,911 shares; 2025Q1: 517,244 shares; 2025Q2: 525,641 shares; 2025Q3: 523,955 shares; 2025Q4: 538,609 shares; 2026Q1: 543,025 shares 543,025 $37.1M 4.44% +4,416 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,311 shares; 2024Q4: 139,715 shares; 2025Q1: 116,485 shares; 2025Q2: 115,521 shares; 2025Q3: 114,707 shares; 2025Q4: 113,571 shares; 2026Q1: 113,101 shares 113,101 $36M 4.3% -470 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,643 shares; 2024Q4: 112,118 shares; 2025Q1: 111,576 shares; 2025Q2: 118,800 shares; 2025Q3: 129,530 shares; 2025Q4: 133,201 shares; 2026Q1: 133,367 shares 133,367 $31.7M 3.79% +166 Timeline IGIB 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: 445,152 shares; 2024Q4: 440,979 shares; 2025Q1: 439,846 shares; 2025Q2: 447,138 shares; 2025Q3: 462,699 shares; 2025Q4: 476,863 shares; 2026Q1: 482,095 shares 482,095 $25.7M 3.07% +5,232 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: 182,163 shares; 2024Q4: 180,042 shares; 2025Q1: 179,208 shares; 2025Q2: 179,208 shares; 2025Q3: 180,126 shares; 2025Q4: 179,086 shares; 2026Q1: 179,507 shares 179,507 $25.6M 3.06% +421 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: 106,714 shares; 2024Q4: 104,745 shares; 2025Q1: 103,434 shares; 2025Q2: 101,104 shares; 2025Q3: 100,030 shares; 2025Q4: 99,108 shares; 2026Q1: 98,290 shares 98,290 $24.9M 2.98% -818 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,954 shares; 2024Q4: 104,819 shares; 2025Q1: 104,087 shares; 2025Q2: 108,759 shares; 2025Q3: 108,445 shares; 2025Q4: 105,465 shares; 2026Q1: 105,511 shares 105,511 $22M 2.63% +46 Timeline QUAL 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: 22,665 shares; 2024Q4: 74,844 shares; 2025Q1: 82,684 shares; 2025Q2: 92,378 shares; 2025Q3: 96,478 shares; 2025Q4: 104,050 shares; 2026Q1: 107,247 shares 107,247 $20.6M 2.46% +3,197 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,957 shares; 2025Q3: 170,425 shares; 2025Q4: 168,763 shares; 2026Q1: 168,131 shares 168,131 $16.7M 2% -632 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,877 shares; 2024Q4: 140,442 shares; 2025Q1: 151,622 shares; 2025Q2: 160,169 shares; 2025Q3: 160,363 shares; 2025Q4: 160,364 shares; 2026Q1: 161,395 shares 161,395 $16.5M 1.97% +1,031 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: 42,387 shares; 2024Q4: 42,279 shares; 2025Q1: 42,533 shares; 2025Q2: 42,898 shares; 2025Q3: 43,820 shares; 2025Q4: 44,098 shares; 2026Q1: 44,504 shares 44,504 $16.5M 1.97% +406 Timeline SOXX 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: 42,982 shares; 2024Q4: 41,131 shares; 2025Q1: 43,501 shares; 2025Q2: 49,486 shares; 2025Q3: 49,460 shares; 2025Q4: 48,471 shares; 2026Q1: 48,463 shares 48,463 $15.9M 1.91% -8 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: 53,877 shares; 2024Q4: 54,373 shares; 2025Q1: 54,388 shares; 2025Q2: 55,167 shares; 2025Q3: 54,980 shares; 2025Q4: 54,713 shares; 2026Q1: 54,610 shares 54,610 $15.7M 1.88% -103 Timeline JCPB 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: 4,740 shares; 2024Q4: 4,627 shares; 2025Q1: 4,678 shares; 2025Q2: 5,896 shares; 2025Q3: 16,546 shares; 2025Q4: 308,611 shares; 2026Q1: 324,642 shares 324,642 $15.3M 1.83% +16,031 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,196 shares; 2025Q1: 69,329 shares; 2025Q2: 106,346 shares; 2025Q3: 110,903 shares; 2025Q4: 100,856 shares; 2026Q1: 102,430 shares 102,430 $14.9M 1.78% +1,574 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: 68,190 shares; 2024Q4: 67,927 shares; 2025Q1: 68,168 shares; 2025Q2: 68,077 shares; 2025Q3: 68,167 shares; 2025Q4: 68,346 shares; 2026Q1: 68,780 shares 68,780 $14.3M 1.71% +434 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: 242,799 shares; 2024Q4: 249,260 shares; 2025Q1: 256,186 shares; 2025Q2: 258,125 shares; 2025Q3: 228,216 shares; 2025Q4: 218,500 shares; 2026Q1: 214,099 shares 214,099 $13.4M 1.6% -4,401 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,238 shares 149,238 $11.3M 1.36% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,646 shares; 2024Q4: 244,826 shares; 2025Q1: 251,112 shares; 2025Q2: 182,025 shares; 2025Q3: 198,253 shares; 2025Q4: 227,133 shares; 2026Q1: 237,886 shares 237,886 $11.3M 1.35% +10,753 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,732 shares; 2025Q2: 49,165 shares; 2025Q3: 40,355 shares; 2025Q4: 49,507 shares; 2026Q1: 52,775 shares 52,775 $10.4M 1.24% +3,268 Timeline IMTM 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: 28,883 shares; 2024Q4: 18,190 shares; 2025Q1: 28,532 shares; 2025Q2: 93,644 shares; 2025Q3: 125,402 shares; 2025Q4: 180,723 shares; 2026Q1: 207,170 shares 207,170 $9.95M 1.19% +26,447 Timeline EMXC 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: 43,867 shares; 2025Q3: 73,610 shares; 2025Q4: 111,535 shares; 2026Q1: 124,401 shares 124,401 $9.79M 1.17% +12,866 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,097 shares; 2024Q4: 144,916 shares; 2025Q1: 166,806 shares; 2025Q2: 178,144 shares; 2025Q3: 181,952 shares; 2025Q4: 186,054 shares; 2026Q1: 184,555 shares 184,555 $9.38M 1.12% -1,499 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 7,430 shares; 2025Q1: 57,927 shares; 2025Q2: 64,509 shares; 2025Q3: 70,077 shares; 2025Q4: 74,753 shares; 2026Q1: 77,475 shares 77,475 $8.69M 1.04% +2,722 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: 40,530 shares; 2024Q4: 42,070 shares; 2025Q1: 42,681 shares; 2025Q2: 40,392 shares; 2025Q3: 45,890 shares; 2025Q4: 49,004 shares; 2026Q1: 49,445 shares 49,445 $8.62M 1.03% +441 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: 26,158 shares; 2024Q4: 26,054 shares; 2025Q1: 26,889 shares; 2025Q2: 26,804 shares; 2025Q3: 26,763 shares; 2025Q4: 26,580 shares; 2026Q1: 26,527 shares 26,527 $7.61M 0.91% -53 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 222,948 shares; 2025Q1: 240,743 shares; 2025Q2: 270,113 shares; 2025Q3: 259,501 shares; 2025Q4: 231,428 shares; 2026Q1: 236,865 shares 236,865 $7.27M 0.87% +5,437 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,693 shares; 2024Q4: 888,084 shares; 2025Q1: 450,731 shares; 2025Q2: 272,774 shares; 2025Q3: 273,735 shares; 2025Q4: 276,547 shares; 2026Q1: 264,531 shares 264,531 $6.61M 0.79% -12,016 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: 11,134 shares; 2024Q4: 10,831 shares; 2025Q1: 10,969 shares; 2025Q2: 10,985 shares; 2025Q3: 10,913 shares; 2025Q4: 11,108 shares; 2026Q1: 11,062 shares 11,062 $6.38M 0.76% -46 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 19,209 shares; 2025Q3: 46,714 shares; 2025Q4: 92,681 shares; 2026Q1: 126,330 shares 126,330 $6.37M 0.76% +33,649 Timeline PPA 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: 21,009 shares; 2024Q4: 26,286 shares; 2025Q1: 25,280 shares; 2025Q2: 30,950 shares; 2025Q3: 33,531 shares; 2025Q4: 34,102 shares; 2026Q1: 34,596 shares 34,596 $5.73M 0.69% +494 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,694 shares; 2024Q4: 23,669 shares; 2025Q1: 23,452 shares; 2025Q2: 23,459 shares; 2025Q3: 23,423 shares; 2025Q4: 23,366 shares; 2026Q1: 23,002 shares 23,002 $5.72M 0.68% -364 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,611 shares; 2024Q4: 223,448 shares; 2025Q1: 215,137 shares; 2025Q2: 165,951 shares; 2025Q3: 141,508 shares; 2025Q4: 114,786 shares; 2026Q1: 154,213 shares 154,213 $5.25M 0.63% +39,427 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,347 shares; 2024Q4: 69,945 shares; 2025Q1: 69,303 shares; 2025Q2: 71,816 shares; 2025Q3: 61,163 shares; 2025Q4: 73,218 shares; 2026Q1: 73,658 shares 73,658 $5.18M 0.62% +440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,062 shares; 2025Q4: 44,469 shares; 2026Q1: 51,506 shares 51,506 $4.93M 0.59% +7,037 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,014 shares; 2024Q4: 23,123 shares; 2025Q1: 21,750 shares; 2025Q2: 21,268 shares; 2025Q3: 21,163 shares; 2025Q4: 21,324 shares; 2026Q1: 21,831 shares 21,831 $4.78M 0.57% +507 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: 208,080 shares; 2024Q4: 231,533 shares; 2025Q1: 52,355 shares; 2025Q2: 35,953 shares; 2025Q3: 35,100 shares; 2025Q4: 45,024 shares; 2026Q1: 43,990 shares 43,990 $4.55M 0.54% -1,034 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,782 shares; 2025Q2: 56,067 shares; 2025Q3: 72,527 shares; 2025Q4: 92,334 shares; 2026Q1: 127,749 shares 127,749 $3.79M 0.45% +35,415 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,440 shares; 2024Q4: 53,735 shares; 2025Q1: 52,389 shares; 2025Q2: 51,308 shares; 2025Q3: 49,182 shares; 2025Q4: 41,115 shares; 2026Q1: 38,942 shares 38,942 $3.77M 0.45% -2,173 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 49,176 shares; 2025Q1: 49,334 shares; 2025Q2: 49,757 shares; 2025Q3: 49,475 shares; 2025Q4: 47,707 shares; 2026Q1: 47,627 shares 47,627 $3.75M 0.45% -80 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,717 shares; 2024Q4: 176,024 shares; 2025Q1: 211,385 shares; 2025Q2: 186,226 shares; 2025Q3: 121,889 shares; 2025Q4: 104,971 shares; 2026Q1: 103,060 shares 103,060 $3.74M 0.45% -1,911 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 65,906 shares; 2025Q3: 65,472 shares; 2025Q4: 65,197 shares; 2026Q1: 87,818 shares 87,818 $3.72M 0.45% +22,621 Timeline JPIE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,315 shares; 2026Q1: 78,429 shares 78,429 $3.61M 0.43% +2,114 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: not reported; 2024Q4: not reported; 2025Q1: 27,456 shares; 2025Q2: 48,410 shares; 2025Q3: 64,483 shares; 2025Q4: 62,140 shares; 2026Q1: 61,543 shares 61,543 $3.1M 0.37% -597 Timeline IWP 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: 20,438 shares; 2024Q4: 20,627 shares; 2025Q1: 127,612 shares; 2025Q2: 135,414 shares; 2025Q3: 135,561 shares; 2025Q4: 116,259 shares; 2026Q1: 22,958 shares 22,958 $2.94M 0.35% -93,301 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,051 shares; 2025Q3: 111,596 shares; 2025Q4: 114,123 shares; 2026Q1: 113,892 shares 113,892 $2.82M 0.34% -231 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: 21,984 shares; 2024Q4: 21,906 shares; 2025Q1: 21,986 shares; 2025Q2: 21,772 shares; 2025Q3: 21,810 shares; 2025Q4: 22,006 shares; 2026Q1: 22,251 shares 22,251 $2.77M 0.33% +245 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: 2,215 shares; 2024Q4: 2,508 shares; 2025Q1: 3,395 shares; 2025Q2: 3,733 shares; 2025Q3: 4,898 shares; 2025Q4: 4,583 shares; 2026Q1: 4,631 shares 4,631 $2.65M 0.32% +48 Timeline ANGL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,087 shares; 2025Q4: 96,710 shares; 2026Q1: 90,870 shares 90,870 $2.61M 0.31% -5,840 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: 13,226 shares; 2024Q4: 13,240 shares; 2025Q1: 13,836 shares; 2025Q2: 28,370 shares; 2025Q3: 28,381 shares; 2025Q4: 31,958 shares; 2026Q1: 31,965 shares 31,965 $2.54M 0.3% +7 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,173 shares; 2024Q4: 182,599 shares; 2025Q1: 220,062 shares; 2025Q2: 250,976 shares; 2025Q3: 259,195 shares; 2025Q4: 52,410 shares; 2026Q1: 44,766 shares 44,766 $2.49M 0.3% -7,644 Timeline MLPX 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: 32,916 shares; 2024Q4: 31,345 shares; 2025Q1: 33,348 shares; 2025Q2: 32,016 shares; 2025Q3: 32,533 shares; 2025Q4: 29,093 shares; 2026Q1: 32,666 shares 32,666 $2.42M 0.29% +3,573 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 5,924 shares; 2025Q1: 20,031 shares; 2025Q2: 23,597 shares; 2025Q3: 17,473 shares; 2025Q4: 26,848 shares; 2026Q1: 29,800 shares 29,800 $2.4M 0.29% +2,952 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: 7,025 shares; 2024Q4: 6,884 shares; 2025Q1: 6,533 shares; 2025Q2: 6,317 shares; 2025Q3: 6,612 shares; 2025Q4: 6,358 shares; 2026Q1: 4,858 shares 4,858 $2.33M 0.28% -1,500 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: not reported; 2025Q1: not reported; 2025Q2: 6,673 shares; 2025Q3: 24,370 shares; 2025Q4: 27,948 shares; 2026Q1: 30,471 shares 30,471 $2.16M 0.26% +2,523 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: 12,624 shares; 2024Q4: 12,756 shares; 2025Q1: 14,017 shares; 2025Q2: 10,709 shares; 2025Q3: 12,267 shares; 2025Q4: 16,451 shares; 2026Q1: 20,209 shares 20,209 $2.15M 0.26% +3,758 Timeline JPIB 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: not reported; 2025Q2: not reported; 2025Q3: 16,863 shares; 2025Q4: 42,221 shares; 2026Q1: 42,970 shares 42,970 $2.05M 0.25% +749 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: 28,236 shares; 2024Q4: 29,211 shares; 2025Q1: 29,411 shares; 2025Q2: 29,638 shares; 2025Q3: 29,601 shares; 2025Q4: 29,231 shares; 2026Q1: 29,183 shares 29,183 $1.97M 0.24% -48 Timeline IFRA 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: 34,074 shares; 2024Q4: 33,732 shares; 2025Q1: 31,843 shares; 2025Q2: 32,887 shares; 2025Q3: 33,315 shares; 2025Q4: 32,917 shares; 2026Q1: 32,768 shares 32,768 $1.87M 0.22% -149 Timeline QTEC 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: 8,703 shares; 2024Q4: 8,611 shares; 2025Q1: 8,612 shares; 2025Q2: 8,612 shares; 2025Q3: 8,612 shares; 2025Q4: 8,561 shares; 2026Q1: 8,561 shares 8,561 $1.85M 0.22% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,431 shares; 2024Q4: 136,350 shares; 2025Q1: 73,150 shares; 2025Q2: 59,939 shares; 2025Q3: 52,237 shares; 2025Q4: 37,878 shares; 2026Q1: 17,358 shares 17,358 $1.84M 0.22% -20,520 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: 4,996 shares; 2024Q4: 5,235 shares; 2025Q1: 5,449 shares; 2025Q2: 5,518 shares; 2025Q3: 5,989 shares; 2025Q4: 6,146 shares; 2026Q1: 6,169 shares 6,169 $1.81M 0.22% +23 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 17,200 shares; 2025Q1: 17,213 shares; 2025Q2: 17,144 shares; 2025Q3: 17,449 shares; 2025Q4: 18,217 shares; 2026Q1: 17,859 shares 17,859 $1.74M 0.21% -358 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: 15,132 shares; 2024Q4: 16,638 shares; 2025Q1: 16,622 shares; 2025Q2: 12,371 shares; 2025Q3: 12,438 shares; 2025Q4: 12,588 shares; 2026Q1: 12,288 shares 12,288 $1.53M 0.18% -300 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: 3,893 shares; 2024Q4: 4,044 shares; 2025Q1: 3,705 shares; 2025Q2: 4,252 shares; 2025Q3: 3,865 shares; 2025Q4: 3,995 shares; 2026Q1: 4,055 shares 4,055 $1.51M 0.18% +60 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: 7,194 shares; 2024Q4: 28,003 shares; 2025Q1: 24,886 shares; 2025Q2: 24,066 shares; 2025Q3: 24,221 shares; 2025Q4: 25,803 shares; 2026Q1: 25,005 shares 25,005 $1.48M 0.18% -798 Timeline HYS PIMCO ETF TR More: the full row for PIMCO 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: 13,725 shares; 2025Q3: 13,725 shares; 2025Q4: 15,825 shares; 2026Q1: 15,825 shares 15,825 $1.48M 0.18% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 6,900 shares; 2025Q3: 15,302 shares; 2025Q4: 21,919 shares; 2026Q1: 21,075 shares 21,075 $1.39M 0.17% -844 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 3,063 shares; 2025Q1: 3,129 shares; 2025Q2: 3,131 shares; 2025Q3: 3,064 shares; 2025Q4: 3,061 shares; 2026Q1: 3,063 shares 3,063 $1.31M 0.16% +2 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,450 shares; 2025Q3: 19,704 shares; 2025Q4: 25,272 shares; 2026Q1: 26,117 shares 26,117 $1.3M 0.16% +845 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,101 shares; 2024Q4: 15,128 shares; 2025Q1: 15,341 shares; 2025Q2: 15,359 shares; 2025Q3: 15,188 shares; 2025Q4: 15,206 shares; 2026Q1: 15,137 shares 15,137 $1.29M 0.15% -69 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: 3,168 shares; 2024Q4: 2,934 shares; 2025Q1: 2,972 shares; 2025Q2: 3,450 shares; 2025Q3: 3,579 shares; 2025Q4: 3,551 shares; 2026Q1: 2,907 shares 2,907 $1.25M 0.15% -644 Timeline AVDE 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: 14,710 shares 14,710 $1.25M 0.15% new 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: 472,201 shares; 2024Q4: 456,139 shares; 2025Q1: 325,350 shares; 2025Q2: 33,056 shares; 2025Q3: 26,617 shares; 2025Q4: 21,525 shares; 2026Q1: 21,713 shares 21,713 $1.23M 0.15% +188 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 9,487 shares; 2025Q1: 9,309 shares; 2025Q2: 9,069 shares; 2025Q3: 9,057 shares; 2025Q4: 8,951 shares; 2026Q1: 8,849 shares 8,849 $1.17M 0.14% -102 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: 1,505 shares; 2024Q4: 1,527 shares; 2025Q1: 1,528 shares; 2025Q2: 1,436 shares; 2025Q3: 1,576 shares; 2025Q4: 1,650 shares; 2026Q1: 1,625 shares 1,625 $1.15M 0.14% -25 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 1,954 shares; 2025Q1: 2,228 shares; 2025Q2: 2,269 shares; 2025Q3: 2,768 shares; 2025Q4: 2,794 shares; 2026Q1: 2,045 shares 2,045 $1.12M 0.13% -749 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: 2,327 shares; 2024Q4: 2,295 shares; 2025Q1: 2,685 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 1,897 shares; 2026Q1: 1,120 shares 1,120 $1.12M 0.13% -777 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: 4,477 shares; 2024Q4: 5,221 shares; 2025Q1: 5,554 shares; 2025Q2: 5,552 shares; 2025Q3: 5,603 shares; 2025Q4: 6,458 shares; 2026Q1: 6,540 shares 6,540 $1.11M 0.13% +82 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,532 shares; 2025Q3: 38,430 shares; 2025Q4: 46,566 shares; 2026Q1: 54,307 shares 54,307 $1.11M 0.13% +7,741 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: 1,023 shares; 2024Q4: 1,002 shares; 2025Q1: 1,003 shares; 2025Q2: 1,012 shares; 2025Q3: 1,096 shares; 2025Q4: 1,160 shares; 2026Q1: 1,192 shares 1,192 $1.1M 0.13% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 1,903 shares; 2026Q1: 1,824 shares 1,824 $1.09M 0.13% -79 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,307 shares; 2025Q1: 5,328 shares; 2025Q2: 5,238 shares; 2025Q3: 5,256 shares; 2025Q4: 5,124 shares; 2026Q1: 5,048 shares 5,048 $1.09M 0.13% -76 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,886 shares; 2024Q4: 16,294 shares; 2025Q1: 17,627 shares; 2025Q2: 17,614 shares; 2025Q3: 17,710 shares; 2025Q4: 12,814 shares; 2026Q1: 12,738 shares 12,738 $1.04M 0.12% -76 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,828 shares; 2025Q1: 3,820 shares; 2025Q2: 3,825 shares; 2025Q3: 3,828 shares; 2025Q4: 7,665 shares; 2026Q1: 7,600 shares 7,600 $1.01M 0.12% -65 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: 10,718 shares; 2024Q4: 10,624 shares; 2025Q1: 10,637 shares; 2025Q2: 10,847 shares; 2025Q3: 10,847 shares; 2025Q4: 10,857 shares; 2026Q1: 10,871 shares 10,871 $1.01M 0.12% +14 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: 17,530 shares; 2024Q4: 17,531 shares; 2025Q1: 17,531 shares; 2025Q2: 17,532 shares; 2025Q3: 17,533 shares; 2025Q4: 21,843 shares; 2026Q1: 21,843 shares 21,843 $979K 0.12% 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: not reported; 2024Q4: 1,533 shares; 2025Q1: 4,003 shares; 2025Q2: 4,142 shares; 2025Q3: 4,022 shares; 2025Q4: 4,023 shares; 2026Q1: 4,013 shares 4,013 $974K 0.12% -10 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: 983 shares; 2024Q4: 958 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 969 shares; 2025Q4: 9,879 shares; 2026Q1: 9,961 shares 9,961 $958K 0.11% +82 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 6,624 shares; 2025Q1: 6,676 shares; 2025Q2: 6,747 shares; 2025Q3: 6,744 shares; 2025Q4: 6,650 shares; 2026Q1: 6,586 shares 6,586 $931K 0.11% -64 Timeline TLH 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: 2,662 shares; 2025Q4: 7,346 shares; 2026Q1: 9,164 shares 9,164 $923K 0.11% +1,818 Timeline RAAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,042 shares; 2026Q1: 22,662 shares 22,662 $923K 0.11% +12,620 Timeline JGRO 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: not reported; 2025Q2: not reported; 2025Q3: 3,954 shares; 2025Q4: 5,772 shares; 2026Q1: 10,637 shares 10,637 $899K 0.11% +4,865 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: 3,313 shares; 2024Q4: 2,724 shares; 2025Q1: 2,815 shares; 2025Q2: 2,831 shares; 2025Q3: 3,566 shares; 2025Q4: 3,592 shares; 2026Q1: 3,670 shares 3,670 $897K 0.11% +78 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: 7,328 shares; 2024Q4: 6,444 shares; 2025Q1: 5,835 shares; 2025Q2: 6,021 shares; 2025Q3: 6,097 shares; 2025Q4: 4,153 shares; 2026Q1: 4,313 shares 4,313 $892K 0.11% +160 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: 8,101 shares; 2024Q4: 8,103 shares; 2025Q1: 7,904 shares; 2025Q2: 7,906 shares; 2025Q3: 7,907 shares; 2025Q4: 7,799 shares; 2026Q1: 7,800 shares 7,800 $882K 0.11% +1 Timeline IJS 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: 7,379 shares; 2024Q4: 7,619 shares; 2025Q1: 7,633 shares; 2025Q2: 7,441 shares; 2025Q3: 7,448 shares; 2025Q4: 7,360 shares; 2026Q1: 7,367 shares 7,367 $873K 0.1% +7 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,530 shares; 2025Q3: 6,308 shares; 2025Q4: 7,784 shares; 2026Q1: 8,920 shares 8,920 $847K 0.1% +1,136 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: 1,869 shares; 2024Q4: 1,909 shares; 2025Q1: 2,034 shares; 2025Q2: 2,075 shares; 2025Q3: 2,342 shares; 2025Q4: 2,639 shares; 2026Q1: 2,467 shares 2,467 $834K 0.1% -172 Timeline NHYM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,233 shares; 2026Q1: 33,649 shares 33,649 $831K 0.1% +2,416 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,477 shares; 2025Q1: 3,482 shares; 2025Q2: 3,497 shares; 2025Q3: 3,497 shares; 2025Q4: 3,488 shares; 2026Q1: 3,510 shares 3,510 $830K 0.1% +22 Timeline FLOT 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: 5,381 shares; 2024Q4: 5,217 shares; 2025Q1: 20,084 shares; 2025Q2: 27,957 shares; 2025Q3: 15,755 shares; 2025Q4: 15,295 shares; 2026Q1: 16,144 shares 16,144 $823K 0.1% +849 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: 971 shares; 2024Q4: 970 shares; 2025Q1: 969 shares; 2025Q2: 983 shares; 2025Q3: 982 shares; 2025Q4: 959 shares; 2026Q1: 959 shares 959 $812K 0.1% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,507 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,750 shares; 2026Q1: 2,075 shares 2,075 $796K 0.1% +325 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,141 shares; 2025Q1: 4,095 shares; 2025Q2: 4,798 shares; 2025Q3: 5,143 shares; 2025Q4: 5,298 shares; 2026Q1: 5,309 shares 5,309 $778K 0.09% +11 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 10,383 shares; 2025Q3: 10,383 shares; 2025Q4: 10,383 shares; 2026Q1: 12,986 shares 12,986 $760K 0.09% +2,603 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,551 shares; 2024Q4: 58,429 shares; 2025Q1: 62,715 shares; 2025Q2: 58,112 shares; 2025Q3: 33,134 shares; 2025Q4: 20,811 shares; 2026Q1: 20,222 shares 20,222 $758K 0.09% -589 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: 1,527 shares; 2024Q4: 2,932 shares; 2025Q1: 3,750 shares; 2025Q2: 3,761 shares; 2025Q3: 4,196 shares; 2025Q4: 4,725 shares; 2026Q1: 4,864 shares 4,864 $755K 0.09% +139 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: 9,712 shares; 2024Q4: 9,757 shares; 2025Q1: 9,825 shares; 2025Q2: 9,648 shares; 2025Q3: 9,690 shares; 2025Q4: 9,633 shares; 2026Q1: 9,633 shares 9,633 $747K 0.09% 0 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 22,445 shares; 2025Q1: 7,475 shares; 2025Q2: 7,474 shares; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares; 2026Q1: 7,473 shares 7,473 $736K 0.09% 0 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.09% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,229 shares; 2025Q1: 5,214 shares; 2025Q2: 5,224 shares; 2025Q3: 5,231 shares; 2025Q4: 5,230 shares; 2026Q1: 5,228 shares 5,228 $704K 0.08% -2 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: 49,289 shares; 2024Q4: 30,240 shares; 2025Q1: 30,310 shares; 2025Q2: 30,578 shares; 2025Q3: 31,139 shares; 2025Q4: 31,273 shares; 2026Q1: 30,700 shares 30,700 $703K 0.08% -573 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,710 shares; 2025Q4: 6,713 shares; 2026Q1: 7,963 shares 7,963 $702K 0.08% +1,250 Timeline IVE 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: 3,242 shares; 2024Q4: 3,276 shares; 2025Q1: 3,284 shares; 2025Q2: 3,364 shares; 2025Q3: 3,374 shares; 2025Q4: 3,244 shares; 2026Q1: 3,251 shares 3,251 $686K 0.08% +7 Timeline IYE 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: 12,711 shares; 2024Q4: 11,148 shares; 2025Q1: 11,064 shares; 2025Q2: 10,236 shares; 2025Q3: 10,241 shares; 2025Q4: 10,434 shares; 2026Q1: 10,576 shares 10,576 $685K 0.08% +142 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 2,845 shares; 2025Q4: 2,736 shares; 2026Q1: 2,586 shares 2,586 $648K 0.08% -150 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: 3,000 shares; 2024Q4: 3,136 shares; 2025Q1: 3,117 shares; 2025Q2: 3,150 shares; 2025Q3: 3,046 shares; 2025Q4: 4,050 shares; 2026Q1: 4,415 shares 4,415 $638K 0.08% +365 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,927 shares; 2025Q1: 3,979 shares; 2025Q2: 4,315 shares; 2025Q3: 4,483 shares; 2025Q4: 4,820 shares; 2026Q1: 5,508 shares 5,508 $633K 0.08% +688 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: 3,519 shares; 2024Q4: 3,538 shares; 2025Q1: 3,553 shares; 2025Q2: 3,581 shares; 2025Q3: 3,596 shares; 2025Q4: 3,205 shares; 2026Q1: 3,215 shares 3,215 $620K 0.07% +10 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: 4,379 shares; 2024Q4: 4,364 shares; 2025Q1: 4,368 shares; 2025Q2: 4,127 shares; 2025Q3: 4,168 shares; 2025Q4: 4,188 shares; 2026Q1: 4,188 shares 4,188 $616K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,896 shares; 2026Q1: 8,904 shares 8,904 $607K 0.07% +1,008 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,440 shares; 2025Q1: 10,564 shares; 2025Q2: 10,798 shares; 2025Q3: 10,892 shares; 2025Q4: 10,975 shares; 2026Q1: 11,536 shares 11,536 $599K 0.07% +561 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,759 shares; 2025Q1: 7,794 shares; 2025Q2: 7,831 shares; 2025Q3: 8,078 shares; 2025Q4: 8,734 shares; 2026Q1: 8,528 shares 8,528 $598K 0.07% -206 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,579 shares; 2026Q1: 3,632 shares 3,632 $594K 0.07% +53 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,576 shares; 2026Q1: 1,704 shares 1,704 $576K 0.07% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,229 shares; 2025Q3: 3,734 shares; 2025Q4: 3,802 shares; 2026Q1: 3,931 shares 3,931 $575K 0.07% +129 Timeline IYG 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: 7,661 shares; 2024Q4: 6,933 shares; 2025Q1: 6,984 shares; 2025Q2: 6,953 shares; 2025Q3: 7,323 shares; 2025Q4: 6,942 shares; 2026Q1: 6,856 shares 6,856 $568K 0.07% -86 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,871 shares; 2025Q4: 2,117 shares; 2026Q1: 2,656 shares 2,656 $540K 0.06% +539 Timeline PCMM 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: not reported; 2025Q1: 17,254 shares; 2025Q2: 17,797 shares; 2025Q3: 15,583 shares; 2025Q4: 14,172 shares; 2026Q1: 10,872 shares 10,872 $535K 0.06% -3,300 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: 1,790 shares; 2024Q4: 1,668 shares; 2025Q1: 1,675 shares; 2025Q2: 1,635 shares; 2025Q3: 1,598 shares; 2025Q4: 1,639 shares; 2026Q1: 1,719 shares 1,719 $534K 0.06% +80 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: 3,778 shares; 2024Q4: 3,846 shares; 2025Q1: 3,435 shares; 2025Q2: 3,466 shares; 2025Q3: 3,758 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares 4,365 $525K 0.06% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,648 shares; 2025Q4: 12,986 shares; 2026Q1: 13,303 shares 13,303 $525K 0.06% +317 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: 2,371 shares; 2024Q4: 2,386 shares; 2025Q1: 2,443 shares; 2025Q2: 2,517 shares; 2025Q3: 2,489 shares; 2025Q4: 2,491 shares; 2026Q1: 2,095 shares 2,095 $520K 0.06% -396 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: 1,779 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,780 shares; 2025Q4: 1,755 shares; 2026Q1: 1,595 shares 1,595 $512K 0.06% -160 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES 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: 38,645 shares; 2025Q4: 43,549 shares; 2026Q1: 32,084 shares 32,084 $509K 0.06% -11,465 Timeline FDG 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: 3,816 shares; 2025Q2: 3,992 shares; 2025Q3: 4,416 shares; 2025Q4: 4,480 shares; 2026Q1: 4,462 shares 4,462 $509K 0.06% -18 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,238 shares; 2025Q3: 28,259 shares; 2025Q4: 26,759 shares; 2026Q1: 26,759 shares 26,759 $508K 0.06% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 15,956 shares 15,956 $504K 0.06% new 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: 1,762 shares; 2024Q4: 1,769 shares; 2025Q1: 1,776 shares; 2025Q2: 1,743 shares; 2025Q3: 1,750 shares; 2025Q4: 1,757 shares; 2026Q1: 1,750 shares 1,750 $503K 0.06% -7 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: 2,146 shares; 2024Q4: 3,107 shares; 2025Q1: 3,225 shares; 2025Q2: 3,271 shares; 2025Q3: 3,339 shares; 2025Q4: 3,192 shares; 2026Q1: 3,065 shares 3,065 $496K 0.06% -127 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,804 shares 1,804 $491K 0.06% -137 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,084 shares; 2025Q1: 4,125 shares; 2025Q2: 4,234 shares; 2025Q3: 4,225 shares; 2025Q4: 4,176 shares; 2026Q1: 5,509 shares 5,509 $487K 0.06% +1,333 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: 24,580 shares; 2024Q4: 25,014 shares; 2025Q1: 25,388 shares; 2025Q2: 24,059 shares; 2025Q3: 24,151 shares; 2025Q4: 24,593 shares; 2026Q1: 24,838 shares 24,838 $479K 0.06% +245 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 19,989 shares; 2025Q2: 18,740 shares; 2025Q3: 22,433 shares; 2025Q4: 20,470 shares; 2026Q1: 24,508 shares 24,508 $470K 0.06% +4,038 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,270 shares; 2025Q1: 4,396 shares; 2025Q2: 5,178 shares; 2025Q3: 5,003 shares; 2025Q4: 5,486 shares; 2026Q1: 5,497 shares 5,497 $451K 0.05% +11 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: 7,903 shares; 2024Q4: 7,375 shares; 2025Q1: 7,711 shares; 2025Q2: 6,883 shares; 2025Q3: 6,730 shares; 2025Q4: 6,815 shares; 2026Q1: 7,347 shares 7,347 $449K 0.05% +532 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 6,429 shares; 2026Q1: 6,416 shares 6,416 $448K 0.05% -13 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: 2,189 shares; 2024Q4: 2,152 shares; 2025Q1: 1,474 shares; 2025Q2: 1,484 shares; 2025Q3: 2,043 shares; 2025Q4: 2,117 shares; 2026Q1: 2,040 shares 2,040 $444K 0.05% -77 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,541 shares; 2025Q1: 4,515 shares; 2025Q2: 4,552 shares; 2025Q3: 4,568 shares; 2025Q4: 4,488 shares; 2026Q1: 4,488 shares 4,488 $436K 0.05% 0 Timeline IYY 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: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,711 shares 2,711 $430K 0.05% 0 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,543 shares 7,543 $414K 0.05% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,012 shares; 2024Q4: 30,103 shares; 2025Q1: 26,784 shares; 2025Q2: 17,684 shares; 2025Q3: 16,205 shares; 2025Q4: 6,773 shares; 2026Q1: 5,464 shares 5,464 $412K 0.05% -1,309 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,348 shares; 2025Q1: 4,994 shares; 2025Q2: 2,554 shares; 2025Q3: 2,448 shares; 2025Q4: 2,359 shares; 2026Q1: 2,753 shares 2,753 $402K 0.05% +394 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,432 shares 3,432 $398K 0.05% new Timeline IUSB 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: 7,314 shares; 2025Q3: 7,352 shares; 2025Q4: 8,239 shares; 2026Q1: 8,370 shares 8,370 $387K 0.05% +131 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: 1,251 shares; 2024Q4: 1,162 shares; 2025Q1: 1,300 shares; 2025Q2: 1,114 shares; 2025Q3: 1,205 shares; 2025Q4: 1,142 shares; 2026Q1: 1,154 shares 1,154 $357K 0.04% +12 Timeline FXH 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: 7,140 shares; 2024Q4: 6,945 shares; 2025Q1: 6,357 shares; 2025Q2: 6,358 shares; 2025Q3: 3,281 shares; 2025Q4: 3,242 shares; 2026Q1: 3,244 shares 3,244 $356K 0.04% +2 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,686 shares; 2025Q2: 5,517 shares; 2025Q3: 3,438 shares; 2025Q4: 3,351 shares; 2026Q1: 3,086 shares 3,086 $355K 0.04% -265 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: not reported; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 1,012 shares; 2025Q3: 1,016 shares; 2025Q4: 1,021 shares; 2026Q1: 1,031 shares 1,031 $354K 0.04% +10 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: 8,053 shares; 2024Q4: 7,693 shares; 2025Q1: 7,534 shares; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 5,193 shares; 2026Q1: 5,175 shares 5,175 $353K 0.04% -18 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 487 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 474 shares; 2026Q1: 479 shares 479 $349K 0.04% +5 Timeline PPH 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: 92,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares 3,330 $346K 0.04% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,777 shares; 2025Q1: 2,781 shares; 2025Q2: 2,784 shares; 2025Q3: 2,787 shares; 2025Q4: 2,791 shares; 2026Q1: 2,794 shares 2,794 $341K 0.04% +3 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: 475 shares; 2024Q4: 482 shares; 2025Q1: 464 shares; 2025Q2: 532 shares; 2025Q3: 555 shares; 2025Q4: 559 shares; 2026Q1: 562 shares 562 $340K 0.04% +3 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: 46,886 shares; 2024Q4: 29,556 shares; 2025Q1: 23,184 shares; 2025Q2: 18,127 shares; 2025Q3: 15,430 shares; 2025Q4: 8,047 shares; 2026Q1: 7,563 shares 7,563 $339K 0.04% -484 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,958 shares; 2025Q1: 6,958 shares; 2025Q2: 6,981 shares; 2025Q3: 7,001 shares; 2025Q4: 7,101 shares; 2026Q1: 7,101 shares 7,101 $335K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 940 shares; 2025Q1: 974 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 963 shares; 2026Q1: 990 shares 990 $326K 0.04% +27 Timeline IHE 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: 3,753 shares; 2026Q1: 3,731 shares 3,731 $323K 0.04% -22 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,847 shares; 2025Q1: 2,849 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares 2,629 $316K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 4,929 shares; 2025Q1: 5,049 shares; 2025Q2: 4,571 shares; 2025Q3: 4,172 shares; 2025Q4: 4,137 shares; 2026Q1: 4,137 shares 4,137 $315K 0.04% 0 Timeline IXN 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: 3,448 shares; 2024Q4: 3,306 shares; 2025Q1: 3,085 shares; 2025Q2: 3,091 shares; 2025Q3: 3,242 shares; 2025Q4: 3,148 shares; 2026Q1: 3,095 shares 3,095 $309K 0.04% -53 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: 3,289 shares; 2024Q4: 2,480 shares; 2025Q1: 2,511 shares; 2025Q2: 2,297 shares; 2025Q3: 2,294 shares; 2025Q4: 2,307 shares; 2026Q1: 2,318 shares 2,318 $306K 0.04% +11 Timeline HDV 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: 2,237 shares 2,237 $304K 0.04% new 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: 3,086 shares; 2024Q4: 3,128 shares; 2025Q1: 3,144 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,047 shares; 2026Q1: 3,135 shares 3,135 $303K 0.04% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 885 shares 885 $302K 0.04% -3 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,188 shares 12,188 $302K 0.04% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,979 shares; 2025Q1: 2,982 shares; 2025Q2: 2,984 shares; 2025Q3: 2,987 shares; 2025Q4: 2,990 shares; 2026Q1: 2,992 shares 2,992 $300K 0.04% +2 Timeline IHI 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: 5,967 shares; 2025Q2: 6,325 shares; 2025Q3: 6,130 shares; 2025Q4: 5,916 shares; 2026Q1: 5,577 shares 5,577 $298K 0.04% -339 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,571 shares; 2025Q4: 2,421 shares; 2026Q1: 3,115 shares 3,115 $288K 0.03% +694 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,246 shares; 2026Q1: 3,271 shares 3,271 $288K 0.03% +25 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,525 shares; 2025Q1: 3,522 shares; 2025Q2: 3,536 shares; 2025Q3: 3,539 shares; 2025Q4: 2,714 shares; 2026Q1: 2,571 shares 2,571 $286K 0.03% -143 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: 2,532 shares 2,532 $282K 0.03% +183 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,680 shares; 2025Q2: 10,808 shares; 2025Q3: 10,924 shares; 2025Q4: 11,162 shares; 2026Q1: 11,162 shares 11,162 $282K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,066 shares; 2025Q1: 3,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares; 2026Q1: 4,570 shares 4,570 $280K 0.03% -214 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 23,331 shares; 2026Q1: 22,253 shares 22,253 $278K 0.03% -1,078 Timeline AVIV 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: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,711 shares; 2026Q1: 3,711 shares 3,711 $278K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $276K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 221 shares; 2026Q1: 208 shares 208 $275K 0.03% -13 Timeline JMUB 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: 5,570 shares; 2024Q4: 5,274 shares; 2025Q1: 4,807 shares; 2025Q2: 4,850 shares; 2025Q3: 4,832 shares; 2025Q4: 5,435 shares; 2026Q1: 5,467 shares 5,467 $273K 0.03% +32 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares 2,089 $267K 0.03% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: 2,891 shares; 2025Q4: 4,262 shares; 2026Q1: 4,236 shares 4,236 $266K 0.03% -26 Timeline QCLN 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: 8,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares 5,665 $263K 0.03% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 6,814 shares 6,814 $259K 0.03% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970 $257K 0.03% new Timeline GAMR 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: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,414 shares; 2025Q3: 3,414 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares 3,414 $256K 0.03% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,642 shares 2,642 $256K 0.03% new 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: not reported; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 403 shares; 2025Q3: 503 shares; 2025Q4: 509 shares; 2026Q1: 510 shares 510 $255K 0.03% +1 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 5,531 shares; 2026Q1: 5,534 shares 5,534 $254K 0.03% +3 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: not reported; 2024Q4: 716 shares; 2025Q1: 753 shares; 2025Q2: 822 shares; 2025Q3: 719 shares; 2025Q4: 755 shares; 2026Q1: 838 shares 838 $253K 0.03% +83 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: 4,544 shares; 2024Q4: 4,550 shares; 2025Q1: 4,988 shares; 2025Q2: 4,994 shares; 2025Q3: 5,024 shares; 2025Q4: 5,030 shares; 2026Q1: 5,039 shares 5,039 $249K 0.03% +9 Timeline HACK 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: 3,952 shares; 2024Q4: 3,954 shares; 2025Q1: 3,907 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,679 shares; 2026Q1: 3,310 shares 3,310 $249K 0.03% -369 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares 1,162 $248K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 5,184 shares; 2025Q1: 5,237 shares; 2025Q2: 5,288 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,824 shares 4,824 $242K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,759 shares 1,759 $239K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 919 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: 868 shares; 2026Q1: 868 shares 868 $236K 0.03% 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: not reported; 2024Q4: 1,146 shares; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,181 shares 1,181 $235K 0.03% -20 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 266 shares; 2025Q2: 254 shares; 2025Q3: 232 shares; 2025Q4: 233 shares; 2026Q1: 243 shares 243 $233K 0.03% +10 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: 1,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares 954 $233K 0.03% new 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: 1,418 shares; 2024Q4: 1,102 shares; 2025Q1: 1,126 shares; 2025Q2: 1,103 shares; 2025Q3: 1,018 shares; 2025Q4: not reported; 2026Q1: 1,226 shares 1,226 $229K 0.03% new Timeline EFG 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: 2,447 shares; 2024Q4: 2,232 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,076 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares 2,051 $228K 0.03% 0 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: 1,579 shares; 2026Q1: 1,586 shares 1,586 $225K 0.03% +7 Timeline RSPN 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: 4,055 shares; 2024Q4: 4,048 shares; 2025Q1: not reported; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares 3,855 $222K 0.03% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES 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: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $219K 0.03% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,138 shares 9,138 $218K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 611 shares 611 $215K 0.03% +2 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,021 shares 2,021 $212K 0.03% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 3,432 shares 3,432 $210K 0.03% +290 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: 446 shares; 2024Q4: 428 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 447 shares 447 $206K 0.02% +11 Timeline ARTY 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: 4,428 shares; 2026Q1: 4,428 shares 4,428 $206K 0.02% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,847 shares; 2024Q4: 11,854 shares; 2025Q1: 10,793 shares; 2025Q2: 10,642 shares; 2025Q3: 9,003 shares; 2025Q4: 9,003 shares; 2026Q1: 9,003 shares 9,003 $201K 0.02% 0 Timeline VOE 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: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,675 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares; 2026Q1: 1,089 shares 1,089 $201K 0.02% +1 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 20,250 shares; 2025Q1: 20,494 shares; 2025Q2: 19,216 shares; 2025Q3: 19,478 shares; 2025Q4: 11,870 shares; 2026Q1: 12,111 shares 12,111 $61.8K 0.01% +241 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,708 shares; 2024Q4: 36,147 shares; 2025Q1: 34,223 shares; 2025Q2: 40,105 shares; 2025Q3: 54,635 shares; 2025Q4: 51,504 shares; 2026Q1: 56,504 shares 56,504 $35.6K <0.01% +5,000 Timeline