NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872,850 shares; 2024Q4: 1,827,805 shares; 2025Q1: 1,897,135 shares; 2025Q2: 1,659,989 shares; 2025Q3: 1,635,482 shares 1,635,482 $305M 10.88% -24,507 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,934 shares; 2024Q4: 4,609,367 shares; 2025Q1: 4,580,537 shares; 2025Q2: 4,814,801 shares; 2025Q3: 4,743,014 shares 4,743,014 $151M 5.4% -71,787 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,048 shares; 2024Q4: 163,851 shares; 2025Q1: 163,307 shares; 2025Q2: 166,170 shares; 2025Q3: 167,692 shares 167,692 $101M 3.59% +1,522 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,806 shares; 2024Q4: 394,447 shares; 2025Q1: 387,717 shares; 2025Q2: 360,470 shares; 2025Q3: 353,651 shares 353,651 $90.1M 3.21% -6,819 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,680 shares; 2024Q4: 3,183,816 shares; 2025Q1: 3,262,533 shares; 2025Q2: 3,231,634 shares; 2025Q3: 3,198,048 shares 3,198,048 $87.3M 3.11% -33,586 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,558 shares; 2024Q4: 188,496 shares; 2025Q1: 189,775 shares; 2025Q2: 107,628 shares; 2025Q3: 105,784 shares 105,784 $70.8M 2.52% -1,844 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,211 shares; 2024Q4: 322,140 shares; 2025Q1: 323,070 shares; 2025Q2: 310,108 shares; 2025Q3: 303,387 shares 303,387 $66.6M 2.38% -6,721 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,816 shares; 2024Q4: 568,391 shares; 2025Q1: 643,714 shares; 2025Q2: 496,895 shares; 2025Q3: 544,398 shares 544,398 $54.6M 1.95% +47,503 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,754 shares; 2024Q4: 299,079 shares; 2025Q1: 299,079 shares; 2025Q2: 299,166 shares; 2025Q3: 299,573 shares 299,573 $41.1M 1.47% +407 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,107 shares; 2024Q4: 41,877 shares; 2025Q1: 44,646 shares; 2025Q2: 48,916 shares; 2025Q3: 53,632 shares 53,632 $35.7M 1.27% +4,716 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,296 shares; 2024Q4: 79,295 shares; 2025Q1: 80,263 shares; 2025Q2: 67,452 shares; 2025Q3: 67,510 shares 67,510 $35M 1.25% +58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,923 shares; 2024Q4: 281,815 shares; 2025Q1: 302,492 shares; 2025Q2: 311,483 shares; 2025Q3: 319,064 shares 319,064 $33.5M 1.19% +7,581 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,179 shares; 2024Q4: 420,742 shares; 2025Q1: 443,621 shares; 2025Q2: 450,685 shares; 2025Q3: 455,800 shares 455,800 $33.5M 1.19% +5,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,338 shares; 2024Q4: 598,918 shares; 2025Q1: 609,513 shares; 2025Q2: 716,623 shares; 2025Q3: 721,286 shares 721,286 $33.4M 1.19% +4,663 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,530 shares; 2024Q4: 279,464 shares; 2025Q1: 314,607 shares; 2025Q2: 335,791 shares; 2025Q3: 344,850 shares 344,850 $33.3M 1.19% +9,059 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,975 shares; 2024Q4: 60,916 shares; 2025Q1: 62,389 shares; 2025Q2: 61,689 shares; 2025Q3: 64,975 shares 64,975 $32.7M 1.16% +3,286 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,819 shares; 2024Q4: 221,409 shares; 2025Q1: 214,542 shares; 2025Q2: 211,569 shares; 2025Q3: 215,615 shares 215,615 $30.4M 1.08% +4,046 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,475 shares; 2024Q4: 585,157 shares; 2025Q1: 602,643 shares; 2025Q2: 630,320 shares; 2025Q3: 615,345 shares 615,345 $26.4M 0.94% -14,975 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,016 shares; 2024Q4: 292,171 shares; 2025Q1: 315,200 shares; 2025Q2: 343,008 shares; 2025Q3: 378,199 shares 378,199 $22.7M 0.81% +35,191 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,422 shares; 2024Q4: 246,668 shares; 2025Q1: 241,827 shares; 2025Q2: 238,479 shares; 2025Q3: 234,000 shares 234,000 $22.6M 0.81% -4,479 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,949 shares; 2024Q4: 1,031,057 shares; 2025Q1: 1,019,898 shares; 2025Q2: 827,972 shares; 2025Q3: 740,484 shares 740,484 $21.6M 0.77% -87,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,891 shares; 2024Q4: 97,307 shares; 2025Q1: 98,083 shares; 2025Q2: 96,855 shares; 2025Q3: 98,896 shares 98,896 $21.4M 0.76% +2,041 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,120 shares; 2024Q4: 87,289 shares; 2025Q1: 106,597 shares; 2025Q2: 109,047 shares; 2025Q3: 109,906 shares 109,906 $21.4M 0.76% +859 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,868 shares; 2024Q4: 74,268 shares; 2025Q1: 73,789 shares; 2025Q2: 73,843 shares; 2025Q3: 75,602 shares 75,602 $21.3M 0.76% +1,759 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,815 shares; 2025Q1: 189,467 shares; 2025Q2: 254,037 shares; 2025Q3: 1,117,431 shares 1,117,431 $20.6M 0.73% +863,394 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,443 shares; 2024Q4: 168,942 shares; 2025Q1: 188,525 shares; 2025Q2: 162,247 shares; 2025Q3: 164,364 shares 164,364 $19.8M 0.71% +2,117 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,855 shares; 2024Q4: 76,228 shares; 2025Q1: 73,618 shares; 2025Q2: 76,385 shares; 2025Q3: 72,909 shares 72,909 $18M 0.64% -3,476 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,344 shares; 2024Q4: 347,708 shares; 2025Q1: 336,929 shares; 2025Q2: 231,974 shares; 2025Q3: 226,696 shares 226,696 $17.8M 0.63% -5,278 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,950 shares; 2024Q4: 85,313 shares; 2025Q1: 85,755 shares; 2025Q2: 73,913 shares; 2025Q3: 72,644 shares 72,644 $17.7M 0.63% -1,269 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,340 shares; 2024Q4: 656,736 shares; 2025Q1: 644,560 shares; 2025Q2: 654,506 shares; 2025Q3: 668,657 shares 668,657 $17.6M 0.63% +14,151 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,867 shares; 2024Q4: 212,946 shares; 2025Q1: 216,925 shares; 2025Q2: 234,262 shares; 2025Q3: 234,255 shares 234,255 $17.2M 0.61% -7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,062 shares; 2024Q4: 283,712 shares; 2025Q1: 294,200 shares; 2025Q2: 310,699 shares; 2025Q3: 311,920 shares 311,920 $16.9M 0.6% +1,221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,001 shares; 2024Q4: 900,823 shares; 2025Q1: 934,523 shares; 2025Q2: 688,588 shares; 2025Q3: 650,185 shares 650,185 $16.7M 0.6% -38,403 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,985 shares; 2024Q4: 122,764 shares; 2025Q1: 119,849 shares; 2025Q2: 119,851 shares; 2025Q3: 121,023 shares 121,023 $16.4M 0.58% +1,172 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,671 shares; 2024Q4: 169,913 shares; 2025Q1: 169,730 shares; 2025Q2: 174,262 shares; 2025Q3: 174,915 shares 174,915 $15.6M 0.55% +653 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,976 shares; 2024Q4: 203,782 shares; 2025Q1: 201,233 shares; 2025Q2: 204,723 shares; 2025Q3: 209,106 shares 209,106 $15.4M 0.55% +4,383 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,822 shares; 2024Q4: 367,814 shares; 2025Q1: 374,240 shares; 2025Q2: 299,941 shares; 2025Q3: 314,192 shares 314,192 $14.9M 0.53% +14,251 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,408 shares; 2024Q4: 62,847 shares; 2025Q1: 64,169 shares; 2025Q2: 18,937 shares; 2025Q3: 215,723 shares 215,723 $14.6M 0.52% +196,786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,894 shares; 2024Q4: 169,554 shares; 2025Q1: 371,815 shares; 2025Q2: 399,417 shares; 2025Q3: 377,204 shares 377,204 $14.3M 0.51% -22,213 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,434 shares; 2024Q4: 44,709 shares; 2025Q1: 42,876 shares; 2025Q2: 38,941 shares; 2025Q3: 38,915 shares 38,915 $13.4M 0.48% -26 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,392 shares; 2024Q4: 28,212 shares; 2025Q1: 28,639 shares; 2025Q2: 29,798 shares; 2025Q3: 44,359 shares 44,359 $13.2M 0.47% +14,561 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,297 shares; 2024Q4: 299,066 shares; 2025Q1: 310,181 shares; 2025Q2: 316,907 shares; 2025Q3: 354,601 shares 354,601 $13.1M 0.47% +37,694 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,623 shares; 2024Q4: 451,341 shares; 2025Q1: 431,494 shares; 2025Q2: 445,594 shares; 2025Q3: 435,431 shares 435,431 $12.9M 0.46% -10,163 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 17,617 shares; 2025Q1: 20,645 shares; 2025Q2: 19,289 shares; 2025Q3: 13,894 shares 13,894 $12.8M 0.46% -5,395 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,390 shares; 2025Q3: 264,688 shares 264,688 $12.7M 0.45% +258,298 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,121 shares; 2024Q4: 46,598 shares; 2025Q1: 57,967 shares; 2025Q2: 59,382 shares; 2025Q3: 60,871 shares 60,871 $12.6M 0.45% +1,489 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,361 shares; 2024Q4: 146,100 shares; 2025Q1: 146,096 shares; 2025Q2: 153,399 shares; 2025Q3: 157,098 shares 157,098 $12.4M 0.44% +3,699 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,306 shares; 2024Q4: 414,602 shares; 2025Q1: 410,221 shares; 2025Q2: 431,489 shares; 2025Q3: 432,896 shares 432,896 $12.1M 0.43% +1,407 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,288 shares; 2024Q4: 324,043 shares; 2025Q1: 333,699 shares; 2025Q2: 232,559 shares; 2025Q3: 237,371 shares 237,371 $12M 0.43% +4,812 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,595 shares; 2024Q4: 147,085 shares; 2025Q1: 122,895 shares; 2025Q2: 172,394 shares; 2025Q3: 175,658 shares 175,658 $11.9M 0.42% +3,264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,418 shares; 2024Q4: 43,539 shares; 2025Q1: 45,085 shares; 2025Q2: 50,662 shares; 2025Q3: 62,915 shares 62,915 $11.8M 0.42% +12,253 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,210 shares; 2024Q4: 124,484 shares; 2025Q1: 122,802 shares; 2025Q2: 124,985 shares; 2025Q3: 242,912 shares 242,912 $11.6M 0.41% +117,927 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,500 shares; 2024Q4: 163,987 shares; 2025Q1: 174,217 shares; 2025Q2: 178,407 shares; 2025Q3: 182,600 shares 182,600 $10.8M 0.39% +4,193 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 27,632 shares; 2025Q1: 29,569 shares; 2025Q2: 28,312 shares; 2025Q3: 30,213 shares 30,213 $10.7M 0.38% +1,901 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,217 shares; 2024Q4: 29,221 shares; 2025Q1: 32,120 shares; 2025Q2: 31,757 shares; 2025Q3: 32,456 shares 32,456 $10.7M 0.38% +699 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,715 shares; 2024Q4: 389,102 shares; 2025Q1: 390,538 shares; 2025Q2: 422,570 shares; 2025Q3: 456,304 shares 456,304 $10.6M 0.38% +33,734 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,678 shares; 2024Q4: 11,379 shares; 2025Q1: 11,453 shares; 2025Q2: 10,962 shares; 2025Q3: 11,320 shares 11,320 $10.5M 0.37% +358 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,143 shares; 2024Q4: 34,737 shares; 2025Q1: 34,971 shares; 2025Q2: 31,480 shares; 2025Q3: 32,241 shares 32,241 $10.2M 0.36% +761 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,703 shares; 2024Q4: 62,128 shares; 2025Q1: 61,543 shares; 2025Q2: 60,366 shares; 2025Q3: 60,267 shares 60,267 $9.35M 0.33% -99 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,946 shares; 2024Q4: 26,807 shares; 2025Q1: 26,092 shares; 2025Q2: 26,073 shares; 2025Q3: 35,709 shares 35,709 $9.27M 0.33% +9,636 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,526 shares; 2024Q4: 379,368 shares; 2025Q1: 393,657 shares; 2025Q2: 380,459 shares; 2025Q3: 393,704 shares 393,704 $9.24M 0.33% +13,245 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,952 shares; 2024Q4: 185,996 shares; 2025Q1: 189,492 shares; 2025Q2: 193,585 shares; 2025Q3: 200,511 shares 200,511 $8.86M 0.32% +6,926 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,404 shares; 2024Q4: 263,315 shares; 2025Q1: 287,992 shares; 2025Q2: 301,111 shares; 2025Q3: 328,491 shares 328,491 $8.85M 0.32% +27,380 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,516 shares; 2024Q4: 42,658 shares; 2025Q1: 48,501 shares; 2025Q2: 43,247 shares; 2025Q3: 43,389 shares 43,389 $8.5M 0.3% +142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,143 shares; 2024Q4: 94,132 shares; 2025Q1: 106,472 shares; 2025Q2: 114,863 shares; 2025Q3: 123,571 shares 123,571 $8.31M 0.3% +8,708 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,030 shares; 2024Q4: 92,442 shares; 2025Q1: 91,710 shares; 2025Q2: 94,845 shares; 2025Q3: 97,110 shares 97,110 $8.06M 0.29% +2,265 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,409 shares; 2024Q4: 58,302 shares; 2025Q1: 58,303 shares; 2025Q2: 58,304 shares; 2025Q3: 72,638 shares 72,638 $8.05M 0.29% +14,334 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,465 shares; 2024Q4: 32,650 shares; 2025Q1: 34,067 shares; 2025Q2: 26,565 shares; 2025Q3: 24,279 shares 24,279 $8.01M 0.29% -2,286 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,390 shares; 2024Q4: 109,331 shares; 2025Q1: 103,897 shares; 2025Q2: 95,277 shares; 2025Q3: 95,813 shares 95,813 $7.73M 0.28% +536 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 21,797 shares; 2025Q1: 22,467 shares; 2025Q2: 17,836 shares; 2025Q3: 17,258 shares 17,258 $7.68M 0.27% -578 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,614 shares; 2024Q4: 187,476 shares; 2025Q1: 195,869 shares; 2025Q2: 161,284 shares; 2025Q3: 161,954 shares 161,954 $7.56M 0.27% +670 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,546 shares; 2024Q4: 60,547 shares; 2025Q1: 60,548 shares; 2025Q2: 60,550 shares; 2025Q3: 74,721 shares 74,721 $7.37M 0.26% +14,171 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,211 shares; 2024Q4: 38,616 shares; 2025Q1: 58,632 shares; 2025Q2: 108,183 shares; 2025Q3: 111,617 shares 111,617 $7.36M 0.26% +3,434 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,161 shares; 2024Q4: 51,065 shares; 2025Q1: 51,159 shares; 2025Q2: 14,476 shares; 2025Q3: 11,906 shares 11,906 $7.31M 0.26% -2,570 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 11,249 shares; 2025Q1: 11,988 shares; 2025Q2: 9,783 shares; 2025Q3: 9,686 shares 9,686 $7.11M 0.25% -97 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,202 shares; 2024Q4: 78,833 shares; 2025Q1: 82,684 shares; 2025Q2: 62,422 shares; 2025Q3: 63,113 shares 63,113 $6.72M 0.24% +691 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,415 shares; 2024Q4: 82,876 shares; 2025Q1: 88,098 shares; 2025Q2: 98,479 shares; 2025Q3: 101,075 shares 101,075 $6.36M 0.23% +2,596 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,530 shares; 2024Q4: 82,818 shares; 2025Q1: 55,658 shares; 2025Q2: 56,930 shares; 2025Q3: 55,593 shares 55,593 $6.33M 0.23% -1,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,424 shares; 2025Q1: 7,531 shares; 2025Q2: 8,232 shares; 2025Q3: 8,163 shares 8,163 $6.09M 0.22% -69 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,558 shares; 2024Q4: 29,815 shares; 2025Q1: 30,347 shares; 2025Q2: 31,248 shares; 2025Q3: 31,630 shares 31,630 $6M 0.21% +382 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,977 shares; 2024Q4: 112,528 shares; 2025Q1: 112,919 shares; 2025Q2: 113,378 shares; 2025Q3: 113,216 shares 113,216 $5.74M 0.2% -162 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 8,793 shares; 2025Q1: 9,289 shares; 2025Q2: 12,286 shares; 2025Q3: 31,252 shares 31,252 $5.7M 0.2% +18,966 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,135 shares; 2024Q4: 31,588 shares; 2025Q1: 30,416 shares; 2025Q2: 30,334 shares; 2025Q3: 30,572 shares 30,572 $5.67M 0.2% +238 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 9,444 shares; 2025Q1: 8,605 shares; 2025Q2: 7,460 shares; 2025Q3: 7,289 shares 7,289 $5.56M 0.2% -171 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,721 shares; 2025Q1: 11,254 shares; 2025Q2: 11,363 shares; 2025Q3: 11,460 shares 11,460 $5.5M 0.2% +97 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,149 shares; 2025Q2: 111,758 shares; 2025Q3: 117,860 shares 117,860 $5.5M 0.2% +6,102 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,604 shares; 2024Q4: 187,835 shares; 2025Q1: 192,044 shares; 2025Q2: 237,734 shares; 2025Q3: 223,149 shares 223,149 $5.44M 0.19% -14,585 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,798 shares; 2024Q4: 36,287 shares; 2025Q1: 36,397 shares; 2025Q2: 36,397 shares; 2025Q3: 39,531 shares 39,531 $5.29M 0.19% +3,134 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,396 shares; 2025Q1: 7,473 shares; 2025Q2: 43,639 shares; 2025Q3: 22,965 shares 22,965 $5.28M 0.19% -20,674 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,624 shares; 2024Q4: 96,841 shares; 2025Q1: 109,660 shares; 2025Q2: 111,130 shares; 2025Q3: 97,499 shares 97,499 $5.25M 0.19% -13,631 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,063 shares; 2024Q4: 10,931 shares; 2025Q1: 10,863 shares; 2025Q2: 10,353 shares; 2025Q3: 10,508 shares 10,508 $5.01M 0.18% +155 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,325 shares; 2024Q4: 45,464 shares; 2025Q1: 45,969 shares; 2025Q2: 46,221 shares; 2025Q3: 52,598 shares 52,598 $5M 0.18% +6,377 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,642 shares; 2024Q4: 14,283 shares; 2025Q1: 58,641 shares; 2025Q2: 80,351 shares; 2025Q3: 85,308 shares 85,308 $4.91M 0.17% +4,957 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,077 shares; 2024Q4: 225,133 shares; 2025Q1: 226,313 shares; 2025Q2: 227,498 shares; 2025Q3: 229,984 shares 229,984 $4.89M 0.17% +2,486 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 60,601 shares; 2025Q1: 58,959 shares; 2025Q2: 57,381 shares; 2025Q3: 63,909 shares 63,909 $4.75M 0.17% +6,528 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,082 shares; 2024Q4: 45,877 shares; 2025Q1: 35,385 shares; 2025Q2: 52,953 shares; 2025Q3: 92,922 shares 92,922 $4.71M 0.17% +39,969 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,279 shares; 2024Q4: 243,812 shares; 2025Q1: 238,293 shares; 2025Q2: 93,844 shares; 2025Q3: 100,846 shares 100,846 $4.68M 0.17% +7,002 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 38,788 shares; 2025Q1: 38,128 shares; 2025Q2: 38,272 shares; 2025Q3: 37,269 shares 37,269 $4.66M 0.17% -1,003 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,249 shares; 2025Q2: 52,173 shares; 2025Q3: 47,670 shares 47,670 $4.61M 0.16% -4,503 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,329 shares; 2024Q4: 71,138 shares; 2025Q1: 73,766 shares; 2025Q2: 75,668 shares; 2025Q3: 80,879 shares 80,879 $4.6M 0.16% +5,211 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,102 shares; 2024Q4: 189,506 shares; 2025Q1: 126,327 shares; 2025Q2: 97,221 shares; 2025Q3: 96,595 shares 96,595 $4.6M 0.16% -626 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,700 shares; 2024Q4: 112,164 shares; 2025Q1: 113,545 shares; 2025Q2: 111,106 shares; 2025Q3: 121,715 shares 121,715 $4.59M 0.16% +10,609 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,419 shares; 2024Q4: 107,315 shares; 2025Q1: 116,854 shares; 2025Q2: 120,626 shares; 2025Q3: 130,790 shares 130,790 $4.54M 0.16% +10,164 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,268 shares; 2024Q4: 30,775 shares; 2025Q1: 31,484 shares; 2025Q2: 32,155 shares; 2025Q3: 32,427 shares 32,427 $4.53M 0.16% +272 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,428 shares; 2024Q4: 90,484 shares; 2025Q1: 94,737 shares; 2025Q2: 92,388 shares; 2025Q3: 89,148 shares 89,148 $4.48M 0.16% -3,240 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,004 shares; 2024Q4: 68,880 shares; 2025Q1: 71,672 shares; 2025Q2: 64,487 shares; 2025Q3: 49,654 shares 49,654 $4.44M 0.16% -14,833 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,464 shares; 2024Q4: 46,586 shares; 2025Q1: 46,669 shares; 2025Q2: 46,772 shares; 2025Q3: 48,091 shares 48,091 $4.41M 0.16% +1,319 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,460 shares; 2024Q4: 74,090 shares; 2025Q1: 76,412 shares; 2025Q2: 78,682 shares; 2025Q3: 82,620 shares 82,620 $4.38M 0.16% +3,938 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 53,125 shares; 2025Q1: 53,434 shares; 2025Q2: 51,320 shares; 2025Q3: 51,941 shares 51,941 $4.35M 0.16% +621 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,216 shares; 2024Q4: 39,756 shares; 2025Q1: 41,615 shares; 2025Q2: 40,603 shares; 2025Q3: 42,050 shares 42,050 $4.33M 0.15% +1,447 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 28,031 shares; 2025Q1: 27,508 shares; 2025Q2: 21,903 shares; 2025Q3: 17,906 shares 17,906 $4.29M 0.15% -3,997 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 76,809 shares; 2025Q1: 77,972 shares; 2025Q2: 74,944 shares; 2025Q3: 75,057 shares 75,057 $4.26M 0.15% +113 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,509 shares; 2024Q4: 87,385 shares; 2025Q1: 94,439 shares; 2025Q2: 100,501 shares; 2025Q3: 111,144 shares 111,144 $4.26M 0.15% +10,643 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,222 shares; 2025Q1: 14,525 shares; 2025Q2: 11,750 shares; 2025Q3: 12,255 shares 12,255 $4.18M 0.15% +505 Timeline VUSB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,368 shares; 2024Q4: 85,752 shares; 2025Q1: 81,999 shares; 2025Q2: 82,758 shares; 2025Q3: 82,916 shares 82,916 $4.15M 0.15% +158 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,983 shares; 2024Q4: 54,835 shares; 2025Q1: 53,616 shares; 2025Q2: 57,124 shares; 2025Q3: 56,298 shares 56,298 $4.14M 0.15% -826 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,227 shares; 2024Q4: 44,239 shares; 2025Q1: 41,122 shares; 2025Q2: 42,137 shares; 2025Q3: 43,386 shares 43,386 $4.13M 0.15% +1,249 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,710 shares; 2024Q4: 36,078 shares; 2025Q1: 37,430 shares; 2025Q2: 35,317 shares; 2025Q3: 34,077 shares 34,077 $4.05M 0.14% -1,240 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,722 shares; 2024Q4: 18,424 shares; 2025Q1: 18,436 shares; 2025Q2: 15,067 shares; 2025Q3: 14,597 shares 14,597 $4M 0.14% -470 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,929 shares; 2024Q4: 42,318 shares; 2025Q1: 50,205 shares; 2025Q2: 53,902 shares; 2025Q3: 60,172 shares 60,172 $3.99M 0.14% +6,270 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 16,080 shares; 2025Q1: 16,055 shares; 2025Q2: 16,451 shares; 2025Q3: 17,101 shares 17,101 $3.96M 0.14% +650 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 13,406 shares; 2025Q1: 13,606 shares; 2025Q2: 13,680 shares; 2025Q3: 12,880 shares 12,880 $3.91M 0.14% -800 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,723 shares; 2024Q4: 28,273 shares; 2025Q1: 28,540 shares; 2025Q2: 29,353 shares; 2025Q3: 29,400 shares 29,400 $3.86M 0.14% +47 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,728 shares; 2024Q4: 55,581 shares; 2025Q1: 55,927 shares; 2025Q2: 52,970 shares; 2025Q3: 49,162 shares 49,162 $3.85M 0.14% -3,808 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,089 shares; 2024Q4: 53,476 shares; 2025Q1: 54,925 shares; 2025Q2: 64,084 shares; 2025Q3: 66,670 shares 66,670 $3.81M 0.14% +2,586 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,220 shares; 2024Q4: 129,628 shares; 2025Q1: 131,421 shares; 2025Q2: 142,967 shares; 2025Q3: 143,769 shares 143,769 $3.78M 0.13% +802 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,061 shares; 2024Q4: 28,749 shares; 2025Q1: 27,897 shares; 2025Q2: 27,994 shares; 2025Q3: 26,927 shares 26,927 $3.75M 0.13% -1,067 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,417 shares; 2025Q3: 98,792 shares 98,792 $3.74M 0.13% +4,375 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 10,126 shares; 2025Q1: 9,987 shares; 2025Q2: 11,186 shares; 2025Q3: 12,667 shares 12,667 $3.73M 0.13% +1,481 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,431 shares; 2024Q4: 26,404 shares; 2025Q1: 28,718 shares; 2025Q2: 30,399 shares; 2025Q3: 30,425 shares 30,425 $3.67M 0.13% +26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,824 shares; 2025Q1: 27,741 shares; 2025Q2: 29,386 shares; 2025Q3: 29,953 shares 29,953 $3.63M 0.13% +567 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,292 shares; 2024Q4: 42,309 shares; 2025Q1: 45,698 shares; 2025Q2: 43,060 shares; 2025Q3: 34,660 shares 34,660 $3.61M 0.13% -8,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,048 shares; 2024Q4: 49,850 shares; 2025Q1: 52,828 shares; 2025Q2: 54,177 shares; 2025Q3: 66,688 shares 66,688 $3.55M 0.13% +12,511 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,613 shares; 2024Q4: 17,457 shares; 2025Q1: 16,504 shares; 2025Q2: 16,187 shares; 2025Q3: 16,781 shares 16,781 $3.53M 0.13% +594 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,462 shares; 2024Q4: 118,242 shares; 2025Q1: 119,523 shares; 2025Q2: 122,087 shares; 2025Q3: 119,653 shares 119,653 $3.52M 0.13% -2,434 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,287 shares; 2025Q1: 3,658 shares; 2025Q2: 2,686 shares; 2025Q3: 28,784 shares 28,784 $3.45M 0.12% +26,098 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 20,616 shares; 2025Q1: 21,376 shares; 2025Q2: 13,919 shares; 2025Q3: 14,103 shares 14,103 $3.43M 0.12% +184 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,046 shares; 2024Q4: 60,537 shares; 2025Q1: 61,788 shares; 2025Q2: 69,212 shares; 2025Q3: 66,867 shares 66,867 $3.38M 0.12% -2,345 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,900 shares; 2025Q1: 10,033 shares; 2025Q2: 8,558 shares; 2025Q3: 8,183 shares 8,183 $3.32M 0.12% -375 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,436 shares; 2024Q4: 21,120 shares; 2025Q1: 21,373 shares; 2025Q2: 74,196 shares; 2025Q3: 78,058 shares 78,058 $3.31M 0.12% +3,862 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,815 shares; 2025Q1: 6,204 shares; 2025Q2: 6,863 shares; 2025Q3: 7,024 shares 7,024 $3.29M 0.12% +161 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,852 shares; 2024Q4: 41,864 shares; 2025Q1: 31,332 shares; 2025Q2: 36,781 shares; 2025Q3: 37,498 shares 37,498 $3.27M 0.12% +717 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,133 shares; 2024Q4: 24,963 shares; 2025Q1: 23,756 shares; 2025Q2: 19,842 shares; 2025Q3: 21,258 shares 21,258 $3.27M 0.12% +1,416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 14,559 shares; 2025Q1: 15,908 shares; 2025Q2: 16,801 shares; 2025Q3: 14,215 shares 14,215 $3.26M 0.12% -2,586 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,708 shares; 2024Q4: 82,204 shares; 2025Q1: 87,298 shares; 2025Q2: 90,278 shares; 2025Q3: 89,005 shares 89,005 $3.23M 0.12% -1,273 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,788 shares; 2024Q4: 97,674 shares; 2025Q1: 91,467 shares; 2025Q2: 91,672 shares; 2025Q3: 91,315 shares 91,315 $3.19M 0.11% -357 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,187 shares; 2024Q4: 34,769 shares; 2025Q1: 35,945 shares; 2025Q2: 32,904 shares; 2025Q3: 32,955 shares 32,955 $3.14M 0.11% +51 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,977 shares; 2024Q4: 31,705 shares; 2025Q1: 27,011 shares; 2025Q2: 28,550 shares; 2025Q3: 20,912 shares 20,912 $3.11M 0.11% -7,638 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,621 shares; 2025Q1: 2,734 shares; 2025Q2: 2,844 shares; 2025Q3: 2,591 shares 2,591 $3.11M 0.11% -253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,706 shares; 2024Q4: 33,115 shares; 2025Q1: 33,153 shares; 2025Q2: 33,973 shares; 2025Q3: 33,880 shares 33,880 $3.07M 0.11% -93 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,798 shares; 2025Q1: 11,130 shares; 2025Q2: 10,676 shares; 2025Q3: 10,658 shares 10,658 $3M 0.11% -18 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,990 shares; 2024Q4: 63,619 shares; 2025Q1: 63,725 shares; 2025Q2: 63,737 shares; 2025Q3: 61,802 shares 61,802 $2.93M 0.1% -1,935 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 19,077 shares; 2025Q1: 20,270 shares; 2025Q2: 21,789 shares; 2025Q3: 25,536 shares 25,536 $2.91M 0.1% +3,747 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 12,153 shares; 2025Q1: 11,585 shares; 2025Q2: 11,835 shares; 2025Q3: 13,401 shares 13,401 $2.89M 0.1% +1,566 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,583 shares; 2024Q4: 21,356 shares; 2025Q1: 20,990 shares; 2025Q2: 19,783 shares; 2025Q3: 19,760 shares 19,760 $2.88M 0.1% -23 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 9,326 shares; 2025Q1: 9,627 shares; 2025Q2: 10,178 shares; 2025Q3: 10,552 shares 10,552 $2.86M 0.1% +374 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,954 shares; 2024Q4: 31,099 shares; 2025Q1: 32,022 shares; 2025Q2: 24,832 shares; 2025Q3: 24,987 shares 24,987 $2.82M 0.1% +155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 13,061 shares; 2025Q1: 15,385 shares; 2025Q2: 16,718 shares; 2025Q3: 17,995 shares 17,995 $2.8M 0.1% +1,277 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 2,995 shares; 2025Q1: 12,177 shares; 2025Q2: 26,866 shares; 2025Q3: 19,575 shares 19,575 $2.79M 0.1% -7,291 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 19,638 shares; 2025Q1: 20,232 shares; 2025Q2: 21,602 shares; 2025Q3: 22,358 shares 22,358 $2.77M 0.1% +756 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,885 shares; 2025Q1: 6,998 shares; 2025Q2: 8,334 shares; 2025Q3: 10,070 shares 10,070 $2.76M 0.1% +1,736 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,779 shares; 2025Q3: 64,286 shares 64,286 $2.71M 0.1% +19,507 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,956 shares; 2024Q4: 16,937 shares; 2025Q1: 16,816 shares; 2025Q2: 17,913 shares; 2025Q3: 17,342 shares 17,342 $2.69M 0.1% -571 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,125 shares; 2024Q4: 25,015 shares; 2025Q1: 59,914 shares; 2025Q2: 66,189 shares; 2025Q3: 80,901 shares 80,901 $2.66M 0.09% +14,712 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,317 shares; 2024Q4: 64,223 shares; 2025Q1: 56,055 shares; 2025Q2: 53,254 shares; 2025Q3: 54,936 shares 54,936 $2.66M 0.09% +1,682 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,363 shares; 2024Q4: 53,568 shares; 2025Q1: 60,126 shares; 2025Q2: 53,810 shares; 2025Q3: 53,715 shares 53,715 $2.62M 0.09% -95 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 6,413 shares; 2025Q1: 11,766 shares; 2025Q2: 12,844 shares; 2025Q3: 12,882 shares 12,882 $2.62M 0.09% +38 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,705 shares; 2024Q4: 13,695 shares; 2025Q1: 28,980 shares; 2025Q2: 28,127 shares; 2025Q3: 28,056 shares 28,056 $2.62M 0.09% -71 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,268 shares; 2024Q4: 38,199 shares; 2025Q1: 37,701 shares; 2025Q2: 35,537 shares; 2025Q3: 28,680 shares 28,680 $2.57M 0.09% -6,857 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,917 shares; 2024Q4: 34,745 shares; 2025Q1: 34,754 shares; 2025Q2: 35,002 shares; 2025Q3: 31,310 shares 31,310 $2.56M 0.09% -3,692 Timeline HYGH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,230 shares; 2024Q4: 26,035 shares; 2025Q1: 27,232 shares; 2025Q2: 27,782 shares; 2025Q3: 29,427 shares 29,427 $2.56M 0.09% +1,645 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,984 shares; 2024Q4: 59,448 shares; 2025Q1: 58,399 shares; 2025Q2: 54,019 shares; 2025Q3: 49,313 shares 49,313 $2.54M 0.09% -4,706 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 18,121 shares; 2025Q1: 16,043 shares; 2025Q2: 16,053 shares; 2025Q3: 26,005 shares 26,005 $2.54M 0.09% +9,952 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,790 shares; 2025Q3: 49,087 shares 49,087 $2.51M 0.09% +2,297 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 27,285 shares; 2025Q1: 34,957 shares; 2025Q2: 40,063 shares; 2025Q3: 43,105 shares 43,105 $2.43M 0.09% +3,042 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: not reported; 2025Q1: 3,670 shares; 2025Q2: not reported; 2025Q3: 45,118 shares 45,118 $2.4M 0.09% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,919 shares 62,919 $2.38M 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,997 shares; 2024Q4: 28,416 shares; 2025Q1: 27,793 shares; 2025Q2: 26,599 shares; 2025Q3: 25,170 shares 25,170 $2.37M 0.08% -1,429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 27,131 shares; 2025Q1: 29,689 shares; 2025Q2: 33,849 shares; 2025Q3: 37,175 shares 37,175 $2.36M 0.08% +3,326 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,379 shares; 2024Q4: 106,364 shares; 2025Q1: 90,079 shares; 2025Q2: 90,381 shares; 2025Q3: 92,869 shares 92,869 $2.33M 0.08% +2,488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,412 shares; 2024Q4: 53,726 shares; 2025Q1: 52,239 shares; 2025Q2: 45,181 shares; 2025Q3: 67,807 shares 67,807 $2.33M 0.08% +22,626 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,247 shares; 2024Q4: 7,976 shares; 2025Q1: 7,984 shares; 2025Q2: 8,081 shares; 2025Q3: 8,289 shares 8,289 $2.31M 0.08% +208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,004 shares; 2024Q4: 14,871 shares; 2025Q1: 15,480 shares; 2025Q2: 15,561 shares; 2025Q3: 16,371 shares 16,371 $2.29M 0.08% +810 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,945 shares; 2024Q4: 7,918 shares; 2025Q1: 7,820 shares; 2025Q2: 8,618 shares; 2025Q3: 8,970 shares 8,970 $2.29M 0.08% +352 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,145 shares; 2024Q4: 29,577 shares; 2025Q1: 38,988 shares; 2025Q2: 26,342 shares; 2025Q3: 31,117 shares 31,117 $2.26M 0.08% +4,775 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,855 shares; 2024Q4: 53,171 shares; 2025Q1: 59,343 shares; 2025Q2: 43,274 shares; 2025Q3: 44,405 shares 44,405 $2.25M 0.08% +1,131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,510 shares; 2024Q4: 53,108 shares; 2025Q1: 51,681 shares; 2025Q2: 48,870 shares; 2025Q3: 43,759 shares 43,759 $2.23M 0.08% -5,111 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,502 shares; 2025Q1: 33,974 shares; 2025Q2: 25,937 shares; 2025Q3: 28,869 shares 28,869 $2.21M 0.08% +2,932 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 8,853 shares; 2025Q1: 12,737 shares; 2025Q2: 12,892 shares; 2025Q3: 18,586 shares 18,586 $2.2M 0.08% +5,694 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 4,770 shares; 2025Q1: 4,876 shares; 2025Q2: 3,501 shares; 2025Q3: 3,857 shares 3,857 $2.19M 0.08% +356 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,011 shares; 2024Q4: 69,549 shares; 2025Q1: 74,870 shares; 2025Q2: 63,465 shares; 2025Q3: 37,417 shares 37,417 $2.15M 0.08% -26,048 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,810 shares; 2024Q4: 24,066 shares; 2025Q1: 25,451 shares; 2025Q2: 30,347 shares; 2025Q3: 31,299 shares 31,299 $2.14M 0.08% +952 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,822 shares; 2025Q1: 6,863 shares; 2025Q2: 7,427 shares; 2025Q3: 7,582 shares 7,582 $2.14M 0.08% +155 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,139 shares; 2024Q4: 34,570 shares; 2025Q1: 34,417 shares; 2025Q2: 30,643 shares; 2025Q3: 30,062 shares 30,062 $2.13M 0.08% -581 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,610 shares; 2024Q4: 53,456 shares; 2025Q1: 50,453 shares; 2025Q2: 49,760 shares; 2025Q3: 47,748 shares 47,748 $2.13M 0.08% -2,012 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 20,042 shares; 2025Q1: 20,417 shares; 2025Q2: 19,163 shares; 2025Q3: 19,251 shares 19,251 $2.12M 0.08% +88 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,260 shares; 2024Q4: 61,957 shares; 2025Q1: 60,617 shares; 2025Q2: 60,629 shares; 2025Q3: 62,668 shares 62,668 $2.09M 0.07% +2,039 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,275 shares 90,275 $2.08M 0.07% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,499 shares; 2024Q4: 43,264 shares; 2025Q1: 41,449 shares; 2025Q2: 45,572 shares; 2025Q3: 44,936 shares 44,936 $2.07M 0.07% -636 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,592 shares; 2024Q4: 22,787 shares; 2025Q1: 22,856 shares; 2025Q2: 21,990 shares; 2025Q3: 22,585 shares 22,585 $2.06M 0.07% +595 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,335 shares; 2025Q1: 220,881 shares; 2025Q2: 25,584 shares; 2025Q3: 38,119 shares 38,119 $2.06M 0.07% +12,535 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,701 shares; 2024Q4: 21,022 shares; 2025Q1: 24,053 shares; 2025Q2: 29,866 shares; 2025Q3: 35,233 shares 35,233 $2.04M 0.07% +5,367 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 8,078 shares; 2025Q1: 8,656 shares; 2025Q2: 15,200 shares; 2025Q3: 7,963 shares 7,963 $2.04M 0.07% -7,237 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 4,902 shares; 2025Q1: 4,541 shares; 2025Q2: 4,797 shares; 2025Q3: 4,339 shares 4,339 $2.01M 0.07% -458 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,359 shares; 2024Q4: 25,895 shares; 2025Q1: 25,361 shares; 2025Q2: 23,440 shares; 2025Q3: 22,612 shares 22,612 $2M 0.07% -828 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,934 shares; 2024Q4: 17,440 shares; 2025Q1: 30,524 shares; 2025Q2: 33,509 shares; 2025Q3: 22,119 shares 22,119 $1.98M 0.07% -11,390 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,968 shares; 2025Q1: 7,982 shares; 2025Q2: 8,597 shares; 2025Q3: 9,462 shares 9,462 $1.98M 0.07% +865 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,364 shares; 2025Q1: 6,892 shares; 2025Q2: 7,545 shares; 2025Q3: 8,181 shares 8,181 $1.98M 0.07% +636 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,214 shares; 2025Q1: 5,026 shares; 2025Q2: 5,531 shares; 2025Q3: 7,050 shares 7,050 $1.97M 0.07% +1,519 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,337 shares; 2024Q4: 31,341 shares; 2025Q1: 24,121 shares; 2025Q2: 21,023 shares; 2025Q3: 30,556 shares 30,556 $1.97M 0.07% +9,533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 8,159 shares; 2025Q1: 8,406 shares; 2025Q2: 8,506 shares; 2025Q3: 8,811 shares 8,811 $1.96M 0.07% +305 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 11,372 shares; 2025Q1: 9,793 shares; 2025Q2: 9,829 shares; 2025Q3: 9,569 shares 9,569 $1.95M 0.07% -260 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,534 shares; 2025Q1: 7,569 shares; 2025Q2: 8,208 shares; 2025Q3: 9,775 shares 9,775 $1.94M 0.07% +1,567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,992 shares; 2024Q4: 43,992 shares; 2025Q1: 43,992 shares; 2025Q2: 43,992 shares; 2025Q3: 43,992 shares 43,992 $1.93M 0.07% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,731 shares; 2024Q4: 28,194 shares; 2025Q1: 23,988 shares; 2025Q2: 21,484 shares; 2025Q3: 22,679 shares 22,679 $1.93M 0.07% +1,195 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,493 shares; 2025Q2: 17,368 shares; 2025Q3: 14,927 shares 14,927 $1.92M 0.07% -2,441 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,129 shares; 2024Q4: 72,908 shares; 2025Q1: 76,570 shares; 2025Q2: 85,586 shares; 2025Q3: 96,080 shares 96,080 $1.92M 0.07% +10,494 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,434 shares; 2025Q1: 3,158 shares; 2025Q2: 2,577 shares; 2025Q3: 8,112 shares 8,112 $1.91M 0.07% +5,535 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,651 shares; 2024Q4: 26,056 shares; 2025Q1: 26,476 shares; 2025Q2: 28,660 shares; 2025Q3: 28,845 shares 28,845 $1.91M 0.07% +185 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,203 shares; 2025Q1: 1,988 shares; 2025Q2: 2,000 shares; 2025Q3: 2,347 shares 2,347 $1.87M 0.07% +347 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,380 shares; 2024Q4: 28,038 shares; 2025Q1: 27,097 shares; 2025Q2: 27,383 shares; 2025Q3: 27,841 shares 27,841 $1.86M 0.07% +458 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,157 shares; 2025Q1: 40,965 shares; 2025Q2: 43,909 shares; 2025Q3: 49,677 shares 49,677 $1.85M 0.07% +5,768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 10,491 shares; 2025Q1: 10,978 shares; 2025Q2: 10,447 shares; 2025Q3: 10,538 shares 10,538 $1.85M 0.07% +91 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 18,466 shares; 2025Q1: 19,736 shares; 2025Q2: 21,558 shares; 2025Q3: 22,216 shares 22,216 $1.84M 0.07% +658 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 19,053 shares; 2025Q1: 19,540 shares; 2025Q2: 35,114 shares; 2025Q3: 37,165 shares 37,165 $1.83M 0.07% +2,051 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,065 shares; 2024Q4: 42,061 shares; 2025Q1: 41,983 shares; 2025Q2: 42,517 shares; 2025Q3: 41,300 shares 41,300 $1.83M 0.07% -1,217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,916 shares; 2024Q4: 18,522 shares; 2025Q1: 19,040 shares; 2025Q2: 19,252 shares; 2025Q3: 18,849 shares 18,849 $1.8M 0.06% -403 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,273 shares; 2024Q4: 36,148 shares; 2025Q1: 35,776 shares; 2025Q2: 35,084 shares; 2025Q3: 37,693 shares 37,693 $1.8M 0.06% +2,609 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,084 shares; 2024Q4: 16,059 shares; 2025Q1: 16,025 shares; 2025Q2: 15,917 shares; 2025Q3: 15,003 shares 15,003 $1.75M 0.06% -914 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,556 shares; 2025Q3: 51,047 shares 51,047 $1.74M 0.06% +3,491 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 8,467 shares; 2025Q1: 8,318 shares; 2025Q2: 7,934 shares; 2025Q3: 7,803 shares 7,803 $1.72M 0.06% -131 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,024 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares 4,703 $1.72M 0.06% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,453 shares; 2024Q4: 26,214 shares; 2025Q1: 25,129 shares; 2025Q2: 20,204 shares; 2025Q3: 17,337 shares 17,337 $1.72M 0.06% -2,867 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,877 shares; 2025Q1: 5,167 shares; 2025Q2: 5,149 shares; 2025Q3: 5,147 shares 5,147 $1.71M 0.06% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: 14,282 shares; 2025Q1: 10,766 shares; 2025Q2: 11,055 shares; 2025Q3: 12,348 shares 12,348 $1.7M 0.06% +1,293 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 8,320 shares; 2025Q1: 8,330 shares; 2025Q2: 7,820 shares; 2025Q3: 8,037 shares 8,037 $1.68M 0.06% +217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 12,172 shares; 2025Q1: 12,030 shares; 2025Q2: 13,069 shares; 2025Q3: 13,217 shares 13,217 $1.64M 0.06% +148 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 16,050 shares; 2025Q1: 15,917 shares; 2025Q2: 16,439 shares; 2025Q3: 17,105 shares 17,105 $1.62M 0.06% +666 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,142 shares; 2025Q1: 2,872 shares; 2025Q2: 2,753 shares; 2025Q3: 2,699 shares 2,699 $1.61M 0.06% -54 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,396 shares; 2024Q4: 33,409 shares; 2025Q1: 33,393 shares; 2025Q2: 33,399 shares; 2025Q3: 33,405 shares 33,405 $1.59M 0.06% +6 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,959 shares; 2024Q4: 30,321 shares; 2025Q1: 30,715 shares; 2025Q2: 32,940 shares; 2025Q3: 34,942 shares 34,942 $1.59M 0.06% +2,002 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 8,575 shares; 2025Q1: 8,829 shares; 2025Q2: 9,153 shares; 2025Q3: 8,874 shares 8,874 $1.59M 0.06% -279 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,732 shares; 2025Q1: 3,725 shares; 2025Q2: 3,757 shares; 2025Q3: 3,218 shares 3,218 $1.56M 0.06% -539 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,247 shares; 2025Q1: 4,105 shares; 2025Q2: 4,286 shares; 2025Q3: 5,141 shares 5,141 $1.55M 0.06% +855 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 6,105 shares; 2025Q1: 27,165 shares; 2025Q2: 47,628 shares; 2025Q3: 17,443 shares 17,443 $1.52M 0.05% -30,185 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,371 shares; 2025Q1: 2,755 shares; 2025Q2: 2,729 shares; 2025Q3: 3,069 shares 3,069 $1.5M 0.05% +340 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,525 shares; 2024Q4: 27,301 shares; 2025Q1: 24,213 shares; 2025Q2: 24,906 shares; 2025Q3: 25,356 shares 25,356 $1.5M 0.05% +450 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,742 shares; 2024Q4: 37,089 shares; 2025Q1: 39,492 shares; 2025Q2: 36,616 shares; 2025Q3: 32,193 shares 32,193 $1.49M 0.05% -4,423 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,721 shares; 2024Q4: 35,940 shares; 2025Q1: 35,436 shares; 2025Q2: 37,025 shares; 2025Q3: 35,179 shares 35,179 $1.49M 0.05% -1,846 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,723 shares; 2025Q1: 2,708 shares; 2025Q2: 2,805 shares; 2025Q3: 3,223 shares 3,223 $1.47M 0.05% +418 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,133 shares; 2024Q4: 23,033 shares; 2025Q1: 19,937 shares; 2025Q2: 19,637 shares; 2025Q3: 18,908 shares 18,908 $1.47M 0.05% -729 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,591 shares; 2025Q1: 8,091 shares; 2025Q2: 29,386 shares; 2025Q3: 28,967 shares 28,967 $1.44M 0.05% -419 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 13,168 shares; 2025Q1: 12,136 shares; 2025Q2: 10,125 shares; 2025Q3: 11,404 shares 11,404 $1.44M 0.05% +1,279 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,578 shares; 2024Q4: 22,948 shares; 2025Q1: 30,213 shares; 2025Q2: 31,912 shares; 2025Q3: 32,571 shares 32,571 $1.43M 0.05% +659 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,575 shares; 2025Q1: 17,665 shares; 2025Q2: 17,666 shares; 2025Q3: 17,357 shares 17,357 $1.42M 0.05% -309 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,167 shares; 2025Q1: 2,196 shares; 2025Q2: 2,255 shares; 2025Q3: 2,061 shares 2,061 $1.41M 0.05% -194 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,148 shares; 2025Q1: 4,575 shares; 2025Q2: 4,771 shares; 2025Q3: 4,883 shares 4,883 $1.38M 0.05% +112 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 13,923 shares; 2025Q1: 11,827 shares; 2025Q2: 11,962 shares; 2025Q3: 9,776 shares 9,776 $1.37M 0.05% -2,186 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 10,071 shares; 2025Q1: 9,966 shares; 2025Q2: 9,898 shares; 2025Q3: 9,594 shares 9,594 $1.36M 0.05% -304 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,049 shares; 2024Q4: 38,063 shares; 2025Q1: 35,202 shares; 2025Q2: 36,092 shares; 2025Q3: 42,974 shares 42,974 $1.36M 0.05% +6,882 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,063 shares; 2025Q1: 4,321 shares; 2025Q2: 4,314 shares; 2025Q3: 4,199 shares 4,199 $1.33M 0.05% -115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,794 shares; 2024Q4: 11,797 shares; 2025Q1: 11,810 shares; 2025Q2: 12,685 shares; 2025Q3: 12,998 shares 12,998 $1.32M 0.05% +313 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,964 shares; 2024Q4: 10,772 shares; 2025Q1: 10,303 shares; 2025Q2: 10,587 shares; 2025Q3: 10,428 shares 10,428 $1.31M 0.05% -159 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 14,758 shares; 2025Q1: 26,661 shares; 2025Q2: 28,192 shares; 2025Q3: 27,772 shares 27,772 $1.3M 0.05% -420 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,451 shares; 2024Q4: 25,131 shares; 2025Q1: 25,271 shares; 2025Q2: 25,742 shares; 2025Q3: 27,233 shares 27,233 $1.29M 0.05% +1,491 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 6,731 shares; 2025Q1: 7,086 shares; 2025Q2: 7,713 shares; 2025Q3: 7,608 shares 7,608 $1.27M 0.05% -105 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 10,045 shares; 2025Q1: 6,730 shares; 2025Q2: 8,341 shares; 2025Q3: 8,738 shares 8,738 $1.27M 0.05% +397 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 10,779 shares; 2025Q1: 10,552 shares; 2025Q2: 10,734 shares; 2025Q3: 10,934 shares 10,934 $1.25M 0.04% +200 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,821 shares; 2024Q4: 60,896 shares; 2025Q1: 59,356 shares; 2025Q2: 39,102 shares; 2025Q3: 38,770 shares 38,770 $1.24M 0.04% -332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,739 shares; 2025Q1: 4,933 shares; 2025Q2: 4,887 shares; 2025Q3: 5,199 shares 5,199 $1.23M 0.04% +312 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,685 shares; 2025Q1: 2,555 shares; 2025Q2: 2,605 shares; 2025Q3: 2,443 shares 2,443 $1.22M 0.04% -162 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 6,278 shares; 2025Q1: 5,970 shares; 2025Q2: 6,097 shares; 2025Q3: 7,318 shares 7,318 $1.22M 0.04% +1,221 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,852 shares; 2025Q1: 34,447 shares; 2025Q2: 36,607 shares; 2025Q3: 36,607 shares 36,607 $1.21M 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,983 shares; 2024Q4: 46,915 shares; 2025Q1: 47,522 shares; 2025Q2: 51,069 shares; 2025Q3: 47,184 shares 47,184 $1.2M 0.04% -3,885 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 8,158 shares; 2025Q1: 8,547 shares; 2025Q2: 10,615 shares; 2025Q3: 11,559 shares 11,559 $1.19M 0.04% +944 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,379 shares; 2025Q1: 3,553 shares; 2025Q2: 3,395 shares; 2025Q3: 3,385 shares 3,385 $1.17M 0.04% -10 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,079 shares; 2024Q4: 25,601 shares; 2025Q1: 25,142 shares; 2025Q2: 28,459 shares; 2025Q3: 30,509 shares 30,509 $1.17M 0.04% +2,050 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,942 shares; 2024Q4: 25,533 shares; 2025Q1: 24,176 shares; 2025Q2: 24,176 shares; 2025Q3: 24,560 shares 24,560 $1.17M 0.04% +384 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,193 shares; 2025Q1: 2,385 shares; 2025Q2: 3,171 shares; 2025Q3: 3,452 shares 3,452 $1.15M 0.04% +281 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,448 shares; 2024Q4: 10,680 shares; 2025Q1: 10,685 shares; 2025Q2: 10,715 shares; 2025Q3: 13,939 shares 13,939 $1.14M 0.04% +3,224 Timeline NEAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,582 shares; 2025Q2: 9,760 shares; 2025Q3: 22,156 shares 22,156 $1.14M 0.04% +12,396 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,214 shares; 2024Q4: 14,788 shares; 2025Q1: 17,733 shares; 2025Q2: 16,649 shares; 2025Q3: 17,243 shares 17,243 $1.13M 0.04% +594 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 3,870 shares; 2025Q1: 3,837 shares; 2025Q2: 3,773 shares; 2025Q3: 3,777 shares 3,777 $1.11M 0.04% +4 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,949 shares; 2025Q2: not reported; 2025Q3: 7,370 shares 7,370 $1.1M 0.04% new Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,766 shares; 2025Q1: 123,760 shares; 2025Q2: 104,723 shares; 2025Q3: 88,391 shares 88,391 $1.06M 0.04% -16,332 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,802 shares; 2024Q4: 13,802 shares; 2025Q1: 20,105 shares; 2025Q2: 19,875 shares; 2025Q3: 19,875 shares 19,875 $1.06M 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,859 shares; 2025Q1: 8,839 shares; 2025Q2: 8,517 shares; 2025Q3: 6,525 shares 6,525 $1.06M 0.04% -1,992 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 7,966 shares; 2025Q1: 6,851 shares; 2025Q2: 6,595 shares; 2025Q3: 6,837 shares 6,837 $1.05M 0.04% +242 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,368 shares; 2024Q4: 15,393 shares; 2025Q1: 17,233 shares; 2025Q2: 18,019 shares; 2025Q3: 16,150 shares 16,150 $1.05M 0.04% -1,869 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 12,692 shares; 2025Q1: 18,697 shares; 2025Q2: 11,521 shares; 2025Q3: 21,765 shares 21,765 $1.05M 0.04% +10,244 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 13,498 shares; 2025Q1: 13,999 shares; 2025Q2: 12,841 shares; 2025Q3: 12,446 shares 12,446 $1.04M 0.04% -395 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,742 shares; 2025Q1: 2,822 shares; 2025Q2: 3,298 shares; 2025Q3: 3,374 shares 3,374 $1.04M 0.04% +76 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 280 shares; 2025Q1: 302 shares; 2025Q2: 377 shares; 2025Q3: 445 shares 445 $1.04M 0.04% +68 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 7,901 shares; 2025Q1: 7,160 shares; 2025Q2: 7,318 shares; 2025Q3: 7,173 shares 7,173 $1.04M 0.04% -145 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 181 shares; 2025Q3: 192 shares 192 $1.03M 0.04% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 10,592 shares; 2025Q1: 16,679 shares; 2025Q2: 7,989 shares; 2025Q3: 6,235 shares 6,235 $1.03M 0.04% -1,754 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,051 shares; 2025Q3: 40,303 shares 40,303 $1.03M 0.04% -2,748 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 4,359 shares; 2025Q1: 4,271 shares; 2025Q2: 4,163 shares; 2025Q3: 3,654 shares 3,654 $1.02M 0.04% -509 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,853 shares; 2025Q1: 10,866 shares; 2025Q2: 10,880 shares; 2025Q3: 10,896 shares 10,896 $1.02M 0.04% +16 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,247 shares; 2025Q3: 73,530 shares 73,530 $1.02M 0.04% +24,283 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,551 shares; 2025Q1: 4,555 shares; 2025Q2: 4,641 shares; 2025Q3: 4,693 shares 4,693 $1.01M 0.04% +52 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,492 shares; 2024Q4: 23,780 shares; 2025Q1: 23,620 shares; 2025Q2: 22,015 shares; 2025Q3: 22,015 shares 22,015 $1.01M 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,505 shares; 2024Q4: 12,989 shares; 2025Q1: 13,088 shares; 2025Q2: 13,671 shares; 2025Q3: 13,652 shares 13,652 $996K 0.04% -19 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 9,008 shares; 2025Q1: 9,850 shares; 2025Q2: 10,623 shares; 2025Q3: 10,453 shares 10,453 $995K 0.04% -170 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 16,558 shares; 2025Q1: 17,353 shares; 2025Q2: 19,200 shares; 2025Q3: 19,691 shares 19,691 $985K 0.04% +491 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 3,238 shares; 2025Q1: 3,010 shares; 2025Q2: 3,341 shares; 2025Q3: 4,102 shares 4,102 $972K 0.03% +761 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,726 shares; 2024Q4: 25,726 shares; 2025Q1: 25,726 shares; 2025Q2: 30,793 shares; 2025Q3: 30,576 shares 30,576 $960K 0.03% -217 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,784 shares; 2024Q4: 33,015 shares; 2025Q1: 28,921 shares; 2025Q2: 18,581 shares; 2025Q3: 18,543 shares 18,543 $939K 0.03% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,947 shares; 2025Q3: 17,947 shares 17,947 $938K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,050 shares; 2024Q4: 17,288 shares; 2025Q1: 16,688 shares; 2025Q2: 17,548 shares; 2025Q3: 17,769 shares 17,769 $929K 0.03% +221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 5,152 shares; 2025Q1: 5,264 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares 5,720 $928K 0.03% -127 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,423 shares; 2025Q1: 4,895 shares; 2025Q2: 4,947 shares; 2025Q3: 3,751 shares 3,751 $925K 0.03% -1,196 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 8,910 shares; 2025Q1: 8,393 shares; 2025Q2: 8,368 shares; 2025Q3: 8,269 shares 8,269 $922K 0.03% -99 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 8,600 shares; 2025Q1: 8,283 shares; 2025Q2: 18,624 shares; 2025Q3: 18,719 shares 18,719 $918K 0.03% +95 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 41,867 shares; 2025Q1: 45,099 shares; 2025Q2: 55,205 shares; 2025Q3: 61,220 shares 61,220 $917K 0.03% +6,015 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,787 shares; 2025Q1: 6,848 shares; 2025Q2: 7,426 shares; 2025Q3: 8,742 shares 8,742 $914K 0.03% +1,316 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 22,310 shares; 2025Q1: 20,882 shares; 2025Q2: 21,770 shares; 2025Q3: 21,770 shares 21,770 $896K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,667 shares; 2025Q1: 8,566 shares; 2025Q2: 8,546 shares; 2025Q3: 8,642 shares 8,642 $891K 0.03% +96 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 4,618 shares; 2025Q1: 4,579 shares; 2025Q2: 7,850 shares; 2025Q3: 10,487 shares 10,487 $890K 0.03% +2,637 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,435 shares; 2025Q1: 4,234 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares 4,235 $887K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 9,768 shares; 2025Q1: 10,657 shares; 2025Q2: 13,423 shares; 2025Q3: 14,561 shares 14,561 $885K 0.03% +1,138 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,412 shares; 2025Q1: 2,368 shares; 2025Q2: 3,377 shares; 2025Q3: 3,386 shares 3,386 $883K 0.03% +9 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,131 shares; 2025Q1: 2,395 shares; 2025Q2: 2,617 shares; 2025Q3: 2,697 shares 2,697 $880K 0.03% +80 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,967 shares; 2024Q4: 22,205 shares; 2025Q1: 23,774 shares; 2025Q2: 23,914 shares; 2025Q3: 24,258 shares 24,258 $877K 0.03% +344 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,362 shares; 2025Q1: 7,289 shares; 2025Q2: 7,418 shares; 2025Q3: 7,415 shares 7,415 $875K 0.03% -3 Timeline QTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,072 shares; 2025Q3: 19,956 shares 19,956 $872K 0.03% +12,884 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 20,293 shares; 2025Q1: 19,990 shares; 2025Q2: 18,163 shares; 2025Q3: 20,496 shares 20,496 $870K 0.03% +2,333 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,547 shares; 2025Q1: 6,280 shares; 2025Q2: 6,979 shares; 2025Q3: 5,161 shares 5,161 $867K 0.03% -1,818 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 16,885 shares; 2025Q1: 16,881 shares; 2025Q2: 14,343 shares; 2025Q3: 15,786 shares 15,786 $866K 0.03% +1,443 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,399 shares 11,399 $859K 0.03% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 13,257 shares; 2025Q1: 13,276 shares; 2025Q2: 13,268 shares; 2025Q3: 12,600 shares 12,600 $858K 0.03% -668 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,261 shares; 2024Q4: 29,261 shares; 2025Q1: 24,143 shares; 2025Q2: 25,014 shares; 2025Q3: 25,014 shares 25,014 $856K 0.03% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 4,823 shares 4,823 $853K 0.03% +3,374 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,988 shares; 2025Q1: 17,422 shares; 2025Q2: 19,623 shares; 2025Q3: 16,814 shares 16,814 $848K 0.03% -2,809 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,950 shares; 2025Q1: 2,956 shares; 2025Q2: 2,666 shares; 2025Q3: 2,649 shares 2,649 $848K 0.03% -17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,212 shares; 2025Q1: 3,539 shares; 2025Q2: 3,705 shares; 2025Q3: 4,113 shares 4,113 $842K 0.03% +408 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,754 shares; 2024Q4: 19,891 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares 19,313 $832K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 12,338 shares; 2025Q1: 15,666 shares; 2025Q2: 15,638 shares; 2025Q3: 15,638 shares 15,638 $829K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 10,964 shares; 2025Q1: 11,081 shares; 2025Q2: 11,438 shares; 2025Q3: 10,958 shares 10,958 $826K 0.03% -480 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 22,155 shares; 2025Q1: 22,936 shares; 2025Q2: 26,847 shares; 2025Q3: 26,493 shares 26,493 $826K 0.03% -354 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,570 shares; 2025Q1: 4,803 shares; 2025Q2: 5,226 shares; 2025Q3: 4,817 shares 4,817 $823K 0.03% -409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,649 shares; 2025Q1: 27,649 shares; 2025Q2: 26,548 shares; 2025Q3: 14,910 shares 14,910 $822K 0.03% -11,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,232 shares; 2024Q4: 21,944 shares; 2025Q1: 21,295 shares; 2025Q2: 20,021 shares; 2025Q3: 18,856 shares 18,856 $810K 0.03% -1,165 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,292 shares; 2025Q1: 5,202 shares; 2025Q2: 5,829 shares; 2025Q3: 5,347 shares 5,347 $807K 0.03% -482 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares 1,868 $804K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 504 shares; 2025Q1: 519 shares; 2025Q2: 8,065 shares; 2025Q3: 7,379 shares 7,379 $796K 0.03% -686 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 13,423 shares; 2025Q1: 13,416 shares; 2025Q2: 11,338 shares; 2025Q3: 8,922 shares 8,922 $793K 0.03% -2,416 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 9,149 shares; 2025Q1: 1,991 shares; 2025Q2: 1,903 shares; 2025Q3: 1,960 shares 1,960 $789K 0.03% +57 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 21,861 shares; 2025Q1: 25,884 shares; 2025Q2: 29,100 shares; 2025Q3: 32,794 shares 32,794 $788K 0.03% +3,694 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,894 shares; 2024Q4: 12,765 shares; 2025Q1: 12,065 shares; 2025Q2: 11,587 shares; 2025Q3: 15,526 shares 15,526 $783K 0.03% +3,939 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,430 shares; 2024Q4: 53,728 shares; 2025Q1: 52,963 shares; 2025Q2: 55,069 shares; 2025Q3: 54,857 shares 54,857 $782K 0.03% -212 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 7,044 shares; 2025Q1: 6,987 shares; 2025Q2: 7,689 shares; 2025Q3: 7,530 shares 7,530 $781K 0.03% -159 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 6,079 shares; 2025Q1: 6,161 shares; 2025Q2: 6,183 shares; 2025Q3: 6,192 shares 6,192 $779K 0.03% +9 Timeline FTC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,684 shares; 2025Q2: 5,493 shares; 2025Q3: 4,796 shares 4,796 $771K 0.03% -697 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,687 shares; 2024Q4: 25,158 shares; 2025Q1: 24,628 shares; 2025Q2: 27,665 shares; 2025Q3: 29,740 shares 29,740 $770K 0.03% +2,075 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,139 shares 38,139 $765K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,593 shares; 2024Q4: 9,624 shares; 2025Q1: 9,595 shares; 2025Q2: 12,831 shares; 2025Q3: 12,787 shares 12,787 $763K 0.03% -44 Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 16,661 shares; 2025Q1: 17,861 shares; 2025Q2: 13,861 shares; 2025Q3: 18,875 shares 18,875 $762K 0.03% +5,014 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,292 shares; 2025Q1: 19,536 shares; 2025Q2: 19,808 shares; 2025Q3: 21,247 shares 21,247 $761K 0.03% +1,439 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 2,740 shares; 2025Q1: 2,351 shares; 2025Q2: 2,286 shares; 2025Q3: 2,159 shares 2,159 $761K 0.03% -127 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,498 shares; 2024Q4: 9,554 shares; 2025Q1: 9,572 shares; 2025Q2: 9,333 shares; 2025Q3: 8,993 shares 8,993 $761K 0.03% -340 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,477 shares; 2024Q4: 63,970 shares; 2025Q1: 55,292 shares; 2025Q2: 51,730 shares; 2025Q3: 46,376 shares 46,376 $760K 0.03% -5,354 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,324 shares; 2025Q1: 10,199 shares; 2025Q2: 8,738 shares; 2025Q3: 10,548 shares 10,548 $750K 0.03% +1,810 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 12,025 shares; 2025Q1: 12,413 shares; 2025Q2: 12,218 shares; 2025Q3: 12,775 shares 12,775 $744K 0.03% +557 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 10,621 shares; 2025Q1: 11,226 shares; 2025Q2: 7,500 shares; 2025Q3: 7,324 shares 7,324 $743K 0.03% -176 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 11,980 shares; 2025Q1: 9,813 shares; 2025Q2: 9,418 shares; 2025Q3: 10,182 shares 10,182 $743K 0.03% +764 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 24,344 shares; 2025Q1: 21,451 shares; 2025Q2: 18,978 shares; 2025Q3: 18,978 shares 18,978 $738K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 1,638 shares; 2025Q1: 1,744 shares; 2025Q2: 1,873 shares; 2025Q3: 1,965 shares 1,965 $735K 0.03% +92 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 9,501 shares; 2025Q1: 22,122 shares; 2025Q2: 24,112 shares; 2025Q3: 23,332 shares 23,332 $733K 0.03% -780 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,616 shares 6,616 $733K 0.03% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,091 shares; 2024Q4: 26,791 shares; 2025Q1: 28,186 shares; 2025Q2: 21,592 shares; 2025Q3: 16,605 shares 16,605 $728K 0.03% -4,987 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 8,826 shares; 2025Q1: 9,077 shares; 2025Q2: 9,357 shares; 2025Q3: 9,636 shares 9,636 $727K 0.03% +279 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 7,209 shares; 2025Q1: 8,929 shares; 2025Q2: 11,841 shares; 2025Q3: 14,193 shares 14,193 $725K 0.03% +2,352 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,997 shares; 2024Q4: 78,586 shares; 2025Q1: 74,377 shares; 2025Q2: 63,901 shares; 2025Q3: 59,885 shares 59,885 $716K 0.03% -4,016 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,298 shares; 2024Q4: 10,127 shares; 2025Q1: 7,523 shares; 2025Q2: 7,149 shares; 2025Q3: 6,954 shares 6,954 $716K 0.03% -195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 4,046 shares; 2025Q1: 4,123 shares; 2025Q2: 3,970 shares; 2025Q3: 3,887 shares 3,887 $714K 0.03% -83 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,495 shares; 2025Q3: 16,003 shares 16,003 $713K 0.03% +7,508 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,291 shares; 2024Q4: 25,986 shares; 2025Q1: 8,822 shares; 2025Q2: 9,889 shares; 2025Q3: 7,976 shares 7,976 $713K 0.03% -1,913 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,020 shares; 2025Q1: 10,315 shares; 2025Q2: 8,600 shares; 2025Q3: 8,220 shares 8,220 $709K 0.03% -380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,756 shares; 2025Q1: 10,389 shares; 2025Q2: 12,284 shares; 2025Q3: 12,314 shares 12,314 $708K 0.03% +30 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 18,825 shares; 2025Q1: 19,329 shares; 2025Q2: 19,432 shares; 2025Q3: 19,701 shares 19,701 $707K 0.03% +269 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 30,246 shares; 2025Q1: 8,960 shares; 2025Q2: 7,778 shares; 2025Q3: 7,604 shares 7,604 $696K 0.02% -174 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,056 shares; 2024Q4: 35,747 shares; 2025Q1: 34,861 shares; 2025Q2: 33,164 shares; 2025Q3: 32,236 shares 32,236 $695K 0.02% -928 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,044 shares; 2025Q1: 2,046 shares; 2025Q2: 2,149 shares; 2025Q3: 2,312 shares 2,312 $695K 0.02% +163 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 6,491 shares; 2025Q1: 6,680 shares; 2025Q2: 6,917 shares; 2025Q3: 7,102 shares 7,102 $681K 0.02% +185 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 3,022 shares; 2025Q1: 4,139 shares; 2025Q2: 4,143 shares; 2025Q3: 5,727 shares 5,727 $678K 0.02% +1,584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 5,320 shares; 2025Q1: 5,250 shares; 2025Q2: 5,927 shares; 2025Q3: 5,914 shares 5,914 $678K 0.02% -13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 183,858 shares; 2025Q1: 241,731 shares; 2025Q2: 30,533 shares; 2025Q3: 14,538 shares 14,538 $675K 0.02% -15,995 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 13,592 shares; 2025Q1: 13,529 shares; 2025Q2: 13,367 shares; 2025Q3: 14,576 shares 14,576 $665K 0.02% +1,209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,491 shares; 2025Q1: 1,349 shares; 2025Q2: 1,471 shares; 2025Q3: 1,485 shares 1,485 $664K 0.02% +14 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 12,728 shares; 2025Q1: 13,589 shares; 2025Q2: 11,180 shares; 2025Q3: 10,175 shares 10,175 $657K 0.02% -1,005 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,785 shares; 2024Q4: 17,709 shares; 2025Q1: 17,789 shares; 2025Q2: 17,279 shares; 2025Q3: 15,592 shares 15,592 $657K 0.02% -1,687 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,409 shares; 2025Q1: 5,407 shares; 2025Q2: 5,366 shares; 2025Q3: 5,359 shares 5,359 $656K 0.02% -7 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,035 shares; 2025Q1: 8,026 shares; 2025Q2: 8,097 shares; 2025Q3: 8,075 shares 8,075 $656K 0.02% -22 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 14,012 shares; 2025Q1: 14,422 shares; 2025Q2: 15,773 shares; 2025Q3: 15,792 shares 15,792 $653K 0.02% +19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 4,550 shares; 2025Q1: 3,928 shares; 2025Q2: 3,699 shares; 2025Q3: 3,866 shares 3,866 $647K 0.02% +167 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 11,954 shares; 2025Q1: 11,931 shares; 2025Q2: 11,336 shares; 2025Q3: 11,336 shares 11,336 $644K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,128 shares; 2024Q4: 15,955 shares; 2025Q1: 19,591 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares 16,137 $640K 0.02% 0 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 10,160 shares; 2025Q1: 11,276 shares; 2025Q2: 13,141 shares; 2025Q3: 13,757 shares 13,757 $626K 0.02% +616 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,967 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,789 shares 1,789 $625K 0.02% -13 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,509 shares; 2025Q3: 19,957 shares 19,957 $623K 0.02% +448 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,618 shares; 2024Q4: 10,753 shares; 2025Q1: 18,461 shares; 2025Q2: 18,644 shares; 2025Q3: 18,709 shares 18,709 $620K 0.02% +65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,508 shares; 2024Q4: 15,837 shares; 2025Q1: 15,685 shares; 2025Q2: 15,569 shares; 2025Q3: 15,557 shares 15,557 $619K 0.02% -12 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 13,711 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 13,526 shares 13,526 $619K 0.02% -185 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,602 shares; 2025Q1: 1,981 shares; 2025Q2: 2,143 shares; 2025Q3: 2,146 shares 2,146 $619K 0.02% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 612 shares; 2025Q1: 608 shares; 2025Q2: 619 shares; 2025Q3: 527 shares 527 $615K 0.02% -92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,249 shares; 2025Q3: 1,243 shares 1,243 $611K 0.02% -6 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 11,656 shares; 2025Q1: 11,528 shares; 2025Q2: 11,536 shares; 2025Q3: 11,616 shares 11,616 $607K 0.02% +80 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,574 shares; 2025Q1: 4,417 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares 4,387 $597K 0.02% +1 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,850 shares; 2025Q1: 2,811 shares; 2025Q2: 2,884 shares; 2025Q3: 2,714 shares 2,714 $591K 0.02% -170 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,469 shares; 2024Q4: 31,758 shares; 2025Q1: 32,181 shares; 2025Q2: 30,284 shares; 2025Q3: 30,050 shares 30,050 $582K 0.02% -234 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 7,043 shares; 2025Q1: 6,519 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares 5,720 $581K 0.02% -127 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 12,519 shares; 2025Q1: 12,344 shares; 2025Q2: 12,522 shares; 2025Q3: 12,459 shares 12,459 $578K 0.02% -63 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: not reported; 2025Q1: 4,204 shares; 2025Q2: 4,784 shares; 2025Q3: 5,830 shares 5,830 $577K 0.02% +1,046 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,698 shares; 2025Q1: 8,456 shares; 2025Q2: 8,873 shares; 2025Q3: 8,835 shares 8,835 $574K 0.02% -38 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,196 shares; 2025Q1: 3,244 shares; 2025Q2: 3,245 shares; 2025Q3: 3,246 shares 3,246 $574K 0.02% +1 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,835 shares; 2024Q4: 22,482 shares; 2025Q1: 24,296 shares; 2025Q2: 11,970 shares; 2025Q3: 13,206 shares 13,206 $573K 0.02% +1,236 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,228 shares; 2024Q4: 19,625 shares; 2025Q1: 20,679 shares; 2025Q2: 20,788 shares; 2025Q3: 20,030 shares 20,030 $566K 0.02% -758 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,842 shares; 2025Q1: 4,845 shares; 2025Q2: 5,093 shares; 2025Q3: 5,013 shares 5,013 $564K 0.02% -80 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,198 shares; 2024Q4: 19,152 shares; 2025Q1: 16,076 shares; 2025Q2: 14,742 shares; 2025Q3: 14,680 shares 14,680 $563K 0.02% -62 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: not reported; 2025Q1: 9,161 shares; 2025Q2: 7,519 shares; 2025Q3: 7,335 shares 7,335 $560K 0.02% -184 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 8,952 shares; 2025Q1: 9,149 shares; 2025Q2: 9,848 shares; 2025Q3: 9,875 shares 9,875 $554K 0.02% +27 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,012 shares; 2025Q1: 2,733 shares; 2025Q2: 3,841 shares; 2025Q3: 5,567 shares 5,567 $554K 0.02% +1,726 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 14,466 shares; 2025Q1: 15,269 shares; 2025Q2: 15,269 shares; 2025Q3: 15,287 shares 15,287 $552K 0.02% +18 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 6,149 shares; 2025Q1: 5,817 shares; 2025Q2: 3,299 shares; 2025Q3: 5,450 shares 5,450 $549K 0.02% +2,151 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,076 shares; 2025Q2: 16,545 shares; 2025Q3: 16,111 shares 16,111 $546K 0.02% -434 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,255 shares; 2025Q3: 6,240 shares 6,240 $538K 0.02% -15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,070 shares; 2025Q1: 5,217 shares; 2025Q2: 5,445 shares; 2025Q3: 5,648 shares 5,648 $534K 0.02% +203 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 691 shares; 2025Q1: 705 shares; 2025Q2: 703 shares; 2025Q3: 703 shares 703 $533K 0.02% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,719 shares; 2025Q1: 11,368 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares 11,034 $529K 0.02% 0 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,691 shares; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares 10,691 $528K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,189 shares; 2025Q1: 2,082 shares; 2025Q2: 2,224 shares; 2025Q3: 2,217 shares 2,217 $526K 0.02% -7 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 7,995 shares; 2025Q1: 7,736 shares; 2025Q2: 7,934 shares; 2025Q3: 7,779 shares 7,779 $526K 0.02% -155 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,820 shares 3,820 $523K 0.02% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,912 shares; 2025Q1: 11,879 shares; 2025Q2: 13,535 shares; 2025Q3: 13,535 shares 13,535 $519K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 4,815 shares; 2025Q1: 5,207 shares; 2025Q2: 6,905 shares; 2025Q3: 6,805 shares 6,805 $517K 0.02% -100 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 4,565 shares; 2025Q1: 5,927 shares; 2025Q2: 5,228 shares; 2025Q3: 6,136 shares 6,136 $516K 0.02% +908 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 5,610 shares; 2025Q1: 4,990 shares; 2025Q2: 4,834 shares; 2025Q3: 4,623 shares 4,623 $514K 0.02% -211 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,792 shares 13,792 $512K 0.02% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,280 shares; 2024Q4: 10,449 shares; 2025Q1: 10,265 shares; 2025Q2: 10,882 shares; 2025Q3: 12,865 shares 12,865 $510K 0.02% +1,983 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518 shares; 2025Q1: 577 shares; 2025Q2: 642 shares; 2025Q3: 729 shares 729 $509K 0.02% +87 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,477 shares 6,477 $506K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 774 shares; 2025Q2: 733 shares; 2025Q3: 821 shares 821 $505K 0.02% +88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,485 shares; 2025Q1: 2,496 shares; 2025Q2: 2,634 shares; 2025Q3: 2,692 shares 2,692 $504K 0.02% +58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,644 shares; 2025Q1: 1,636 shares; 2025Q2: 1,922 shares; 2025Q3: 2,001 shares 2,001 $503K 0.02% +79 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares 10,930 $496K 0.02% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,603 shares; 2024Q4: 14,793 shares; 2025Q1: 15,799 shares; 2025Q2: 18,884 shares; 2025Q3: 22,363 shares 22,363 $496K 0.02% +3,479 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,977 shares; 2025Q3: 11,239 shares 11,239 $495K 0.02% +5,262 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,501 shares; 2025Q1: 4,118 shares; 2025Q2: 4,058 shares; 2025Q3: 4,906 shares 4,906 $491K 0.02% +848 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 9,066 shares; 2025Q1: 10,580 shares; 2025Q2: 7,907 shares; 2025Q3: 6,757 shares 6,757 $488K 0.02% -1,150 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: 9,317 shares; 2025Q1: 7,588 shares; 2025Q2: 7,736 shares; 2025Q3: 9,820 shares 9,820 $486K 0.02% +2,084 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,966 shares; 2025Q2: not reported; 2025Q3: 9,171 shares 9,171 $485K 0.02% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,731 shares; 2025Q1: 4,628 shares; 2025Q2: 4,476 shares; 2025Q3: 4,381 shares 4,381 $484K 0.02% -95 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,701 shares; 2025Q1: 8,551 shares; 2025Q2: 9,140 shares; 2025Q3: 9,140 shares 9,140 $481K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,209 shares; 2025Q1: 3,337 shares; 2025Q2: 4,411 shares; 2025Q3: 3,024 shares 3,024 $481K 0.02% -1,387 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 11,672 shares; 2025Q1: 11,672 shares; 2025Q2: 14,652 shares; 2025Q3: 14,652 shares 14,652 $480K 0.02% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 18,167 shares; 2025Q1: 18,286 shares; 2025Q2: 16,991 shares; 2025Q3: 20,250 shares 20,250 $477K 0.02% +3,259 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,284 shares; 2025Q1: 3,180 shares; 2025Q2: 3,216 shares; 2025Q3: 3,271 shares 3,271 $477K 0.02% +55 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,939 shares; 2025Q1: 1,698 shares; 2025Q2: 2,702 shares; 2025Q3: 1,408 shares 1,408 $475K 0.02% -1,294 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 6,369 shares; 2025Q1: 6,662 shares; 2025Q2: 6,497 shares; 2025Q3: 6,102 shares 6,102 $468K 0.02% -395 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 102 shares; 2025Q1: 105 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $468K 0.02% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,278 shares; 2024Q4: 21,055 shares; 2025Q1: 17,031 shares; 2025Q2: 16,617 shares; 2025Q3: 15,899 shares 15,899 $465K 0.02% -718 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares 1,481 $457K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,774 shares; 2025Q1: 1,822 shares; 2025Q2: 1,910 shares; 2025Q3: 1,860 shares 1,860 $457K 0.02% -50 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,540 shares; 2025Q2: 32,395 shares; 2025Q3: 18,478 shares 18,478 $457K 0.02% -13,917 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,455 shares; 2025Q1: 4,903 shares; 2025Q2: 4,918 shares; 2025Q3: 4,931 shares 4,931 $456K 0.02% +13 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,914 shares; 2025Q1: 3,283 shares; 2025Q2: 3,337 shares; 2025Q3: 3,283 shares 3,283 $455K 0.02% -54 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 865 shares; 2025Q1: 1,270 shares; 2025Q2: 1,519 shares; 2025Q3: 1,607 shares 1,607 $454K 0.02% +88 Timeline NVBW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,089 shares; 2025Q1: 13,924 shares; 2025Q2: 14,009 shares; 2025Q3: 13,596 shares 13,596 $453K 0.02% -413 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,475 shares; 2025Q1: 8,870 shares; 2025Q2: 7,594 shares; 2025Q3: 7,602 shares 7,602 $451K 0.02% +8 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,610 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,556 shares 3,556 $450K 0.02% +163 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 13,041 shares; 2025Q1: 12,694 shares; 2025Q2: 13,006 shares; 2025Q3: 13,355 shares 13,355 $450K 0.02% +349 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 24,695 shares; 2025Q1: 24,695 shares; 2025Q2: 24,704 shares; 2025Q3: 24,557 shares 24,557 $448K 0.02% -147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,859 shares; 2024Q4: 9,314 shares; 2025Q1: 9,302 shares; 2025Q2: 9,302 shares; 2025Q3: 9,302 shares 9,302 $446K 0.02% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,673 shares; 2024Q4: 11,715 shares; 2025Q1: 9,056 shares; 2025Q2: 7,972 shares; 2025Q3: 7,865 shares 7,865 $445K 0.02% -107 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,798 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,800 shares 1,800 $445K 0.02% +8 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 19,225 shares 19,225 $443K 0.02% +9,225 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,418 shares; 2024Q4: 36,760 shares; 2025Q1: 34,601 shares; 2025Q2: 35,372 shares; 2025Q3: 32,803 shares 32,803 $441K 0.02% -2,569 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 4,731 shares; 2025Q1: 4,673 shares; 2025Q2: 5,037 shares; 2025Q3: 5,247 shares 5,247 $438K 0.02% +210 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,655 shares; 2025Q2: 4,739 shares; 2025Q3: 4,739 shares 4,739 $438K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,098 shares; 2024Q4: 26,438 shares; 2025Q1: 36,321 shares; 2025Q2: 26,827 shares; 2025Q3: 25,512 shares 25,512 $438K 0.02% -1,315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,677 shares; 2024Q4: 14,674 shares; 2025Q1: 14,758 shares; 2025Q2: 14,590 shares; 2025Q3: 15,445 shares 15,445 $437K 0.02% +855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 12,930 shares; 2025Q1: 11,816 shares; 2025Q2: 11,596 shares; 2025Q3: 10,646 shares 10,646 $437K 0.02% -950 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 20,182 shares; 2025Q1: 18,940 shares; 2025Q2: 15,947 shares; 2025Q3: 14,710 shares 14,710 $436K 0.02% -1,237 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 5,306 shares; 2025Q1: 3,904 shares; 2025Q2: 3,158 shares; 2025Q3: 3,312 shares 3,312 $434K 0.02% +154 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,768 shares; 2024Q4: 27,420 shares; 2025Q1: 31,386 shares; 2025Q2: 26,894 shares; 2025Q3: 26,994 shares 26,994 $434K 0.02% +100 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 4,134 shares; 2025Q1: 4,352 shares; 2025Q2: 4,615 shares; 2025Q3: 4,644 shares 4,644 $433K 0.02% +29 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,313 shares; 2025Q1: 3,313 shares; 2025Q2: 3,269 shares; 2025Q3: 3,585 shares 3,585 $430K 0.02% +316 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares 2,020 $430K 0.02% 0 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,532 shares; 2025Q1: 9,135 shares; 2025Q2: 10,703 shares; 2025Q3: 11,523 shares 11,523 $429K 0.02% +820 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 4,584 shares; 2025Q3: 5,169 shares 5,169 $429K 0.02% +585 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 11,563 shares; 2025Q1: 10,550 shares; 2025Q2: 11,054 shares; 2025Q3: 9,633 shares 9,633 $428K 0.02% -1,421 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,761 shares; 2025Q1: 7,893 shares; 2025Q2: 9,408 shares; 2025Q3: 9,590 shares 9,590 $426K 0.02% +182 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,516 shares; 2025Q2: not reported; 2025Q3: 6,038 shares 6,038 $424K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,230 shares; 2025Q1: 2,382 shares; 2025Q2: 6,691 shares; 2025Q3: 2,232 shares 2,232 $423K 0.02% -4,459 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,298 shares; 2025Q1: 12,567 shares; 2025Q2: 12,567 shares; 2025Q3: 12,567 shares 12,567 $422K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 2,888 shares; 2025Q1: 2,927 shares; 2025Q2: 3,031 shares; 2025Q3: 3,022 shares 3,022 $422K 0.02% -9 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares 2,409 $421K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 440 shares 440 $420K 0.01% -226 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,314 shares; 2025Q1: 6,314 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares 6,520 $420K 0.01% 0 Timeline