SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: not loaded; 2025Q4: 118,184 shares; 2026Q1: 1,214,307 shares 1,214,307 $65.4M 7.63% +1,096,123 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,537 shares; 2024Q4: 278,633 shares; 2025Q1: 188,958 shares; 2025Q2: 154,077 shares; 2025Q3: not loaded; 2025Q4: 197,028 shares; 2026Q1: 919,518 shares 919,518 $51.5M 6.01% +722,490 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,038 shares; 2026Q1: 2,221,039 shares 2,221,039 $49.4M 5.76% +2,211,001 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,689 shares; 2024Q4: 284,898 shares; 2025Q1: 319,679 shares; 2025Q2: 1,720,508 shares; 2025Q3: not loaded; 2025Q4: 1,244,664 shares; 2026Q1: 2,083,167 shares 2,083,167 $37.7M 4.39% +838,503 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,195 shares; 2025Q2: 536,276 shares; 2025Q3: not loaded; 2025Q4: 395,917 shares; 2026Q1: 1,266,289 shares 1,266,289 $31.8M 3.71% +870,372 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,839 shares; 2024Q4: 92,290 shares; 2025Q1: 91,434 shares; 2025Q2: 105,686 shares; 2025Q3: not loaded; 2025Q4: 145,552 shares; 2026Q1: 95,238 shares 95,238 $28.9M 3.38% -50,314 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 119,898 shares; 2026Q1: 486,383 shares 486,383 $27.8M 3.25% +366,485 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 7,806 shares; 2025Q1: 7,511 shares; 2025Q2: 25,092 shares; 2025Q3: not loaded; 2025Q4: 173,275 shares; 2026Q1: 142,931 shares 142,931 $27.3M 3.18% -30,344 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,373 shares; 2024Q4: 105,552 shares; 2025Q1: 66,437 shares; 2025Q2: 106,436 shares; 2025Q3: not loaded; 2025Q4: 152,437 shares; 2026Q1: 193,505 shares 193,505 $23.5M 2.74% +41,068 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,883 shares; 2024Q4: 208,486 shares; 2025Q1: 476,546 shares; 2025Q2: 269,309 shares; 2025Q3: not loaded; 2025Q4: 381,304 shares; 2026Q1: 327,815 shares 327,815 $20M 2.33% -53,489 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,447 shares; 2024Q4: 478,703 shares; 2025Q1: 644,020 shares; 2025Q2: 514,163 shares; 2025Q3: not loaded; 2025Q4: 504,245 shares; 2026Q1: 315,645 shares 315,645 $19.5M 2.27% -188,600 Timeline PJFV PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 187,635 shares; 2026Q1: 202,897 shares 202,897 $19.3M 2.25% +15,262 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,634 shares; 2024Q4: 261,167 shares; 2025Q1: 206,680 shares; 2025Q2: 64,893 shares; 2025Q3: not loaded; 2025Q4: 157,252 shares; 2026Q1: 525,475 shares 525,475 $17.1M 1.99% +368,223 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,231 shares; 2024Q4: 39,712 shares; 2025Q1: 51,573 shares; 2025Q2: 42,204 shares; 2025Q3: not loaded; 2025Q4: 36,965 shares; 2026Q1: 20,332 shares 20,332 $15.4M 1.79% -16,633 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,464 shares; 2024Q4: 101,989 shares; 2025Q1: 240,960 shares; 2025Q2: 192,114 shares; 2025Q3: not loaded; 2025Q4: 204,503 shares; 2026Q1: 154,687 shares 154,687 $15.3M 1.79% -49,816 Timeline JANP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 399,843 shares; 2026Q1: 403,336 shares 403,336 $14M 1.63% +3,493 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,070 shares; 2024Q4: 52,230 shares; 2025Q1: 17,371 shares; 2025Q2: 91,542 shares; 2025Q3: not loaded; 2025Q4: 354,482 shares; 2026Q1: 311,162 shares 311,162 $13.8M 1.61% -43,320 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 431,350 shares; 2026Q1: 434,444 shares 434,444 $13.5M 1.58% +3,094 Timeline PBOC PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 432,355 shares; 2026Q1: 436,351 shares 436,351 $13.3M 1.56% +3,996 Timeline PCLG FUNDVANTAGE TR More: the full row for FUNDVANTAGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 547,689 shares 547,689 $12.8M 1.5% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,647 shares; 2024Q4: 203,819 shares; 2025Q1: 240,246 shares; 2025Q2: 250,491 shares; 2025Q3: not loaded; 2025Q4: 357,830 shares; 2026Q1: 237,266 shares 237,266 $12.8M 1.49% -120,564 Timeline JUNP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 391,332 shares; 2026Q1: 397,806 shares 397,806 $12.7M 1.48% +6,474 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,320 shares; 2024Q4: 306,601 shares; 2025Q1: 172,580 shares; 2025Q2: 57,917 shares; 2025Q3: not loaded; 2025Q4: 118,582 shares; 2026Q1: 262,887 shares 262,887 $12.2M 1.42% +144,305 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,724 shares; 2025Q2: 108,014 shares; 2025Q3: not loaded; 2025Q4: 9,292 shares; 2026Q1: 227,375 shares 227,375 $11.7M 1.36% +218,083 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,677 shares; 2024Q4: 10,785 shares; 2025Q1: 11,793 shares; 2025Q2: 20,496 shares; 2025Q3: not loaded; 2025Q4: 30,252 shares; 2026Q1: 34,238 shares 34,238 $10.7M 1.25% +3,986 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 336,689 shares; 2026Q1: 333,882 shares 333,882 $10.5M 1.23% -2,807 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; 2024Q2: restricted; 2024Q3: 28,982 shares; 2024Q4: 16,851 shares; 2025Q1: 12,370 shares; 2025Q2: 35,254 shares; 2025Q3: not loaded; 2025Q4: 101,483 shares; 2026Q1: 90,657 shares 90,657 $10.5M 1.22% -10,826 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,515 shares; 2024Q4: 140,352 shares; 2025Q1: 69,498 shares; 2025Q2: 63,089 shares; 2025Q3: not loaded; 2025Q4: 132,787 shares; 2026Q1: 159,355 shares 159,355 $8.84M 1.03% +26,568 Timeline OMFL 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; 2024Q2: restricted; 2024Q3: 18,889 shares; 2024Q4: 30,373 shares; 2025Q1: 30,828 shares; 2025Q2: 54,982 shares; 2025Q3: not loaded; 2025Q4: 151,824 shares; 2026Q1: 125,263 shares 125,263 $8.58M 1% -26,561 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 7,877 shares; 2025Q1: 9,490 shares; 2025Q2: 12,050 shares; 2025Q3: not loaded; 2025Q4: 30,934 shares; 2026Q1: 40,579 shares 40,579 $8.57M 1% +9,645 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 51,177 shares; 2026Q1: 53,489 shares 53,489 $8.54M 1% +2,312 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 26,717 shares; 2025Q1: 24,583 shares; 2025Q2: 112,712 shares; 2025Q3: not loaded; 2025Q4: 176,683 shares; 2026Q1: 137,461 shares 137,461 $7.74M 0.9% -39,222 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 181,241 shares; 2026Q1: 248,797 shares 248,797 $7.6M 0.89% +67,556 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 186,221 shares; 2026Q1: 230,335 shares 230,335 $7.38M 0.86% +44,114 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,011 shares; 2024Q4: 98,334 shares; 2025Q1: 47,026 shares; 2025Q2: 42,643 shares; 2025Q3: not loaded; 2025Q4: 166,808 shares; 2026Q1: 182,799 shares 182,799 $7.34M 0.86% +15,991 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,272 shares; 2024Q4: 48,157 shares; 2025Q1: 110,215 shares; 2025Q2: 86,675 shares; 2025Q3: not loaded; 2025Q4: 90,829 shares; 2026Q1: 66,388 shares 66,388 $7.26M 0.85% -24,441 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; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 48,973 shares; 2025Q1: 16,989 shares; 2025Q2: 131,208 shares; 2025Q3: not loaded; 2025Q4: 187,220 shares; 2026Q1: 163,092 shares 163,092 $7.17M 0.84% -24,128 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 283,104 shares 283,104 $6.92M 0.81% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,936 shares; 2024Q4: 52,420 shares; 2025Q1: 34,683 shares; 2025Q2: 106,009 shares; 2025Q3: not loaded; 2025Q4: 146,042 shares; 2026Q1: 131,920 shares 131,920 $6.8M 0.79% -14,122 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 9,188 shares; 2025Q3: not loaded; 2025Q4: 74,550 shares; 2026Q1: 81,761 shares 81,761 $5.52M 0.64% +7,211 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,957 shares; 2024Q4: 173,555 shares; 2025Q1: 191,372 shares; 2025Q2: 293,767 shares; 2025Q3: not loaded; 2025Q4: 125,808 shares; 2026Q1: 96,939 shares 96,939 $5.35M 0.62% -28,869 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: 19,758 shares; 2025Q1: 19,503 shares; 2025Q2: 34,895 shares; 2025Q3: not loaded; 2025Q4: 85,970 shares; 2026Q1: 68,692 shares 68,692 $4.62M 0.54% -17,278 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 206,620 shares 206,620 $4.62M 0.54% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,637 shares; 2024Q4: 85,399 shares; 2025Q1: 196,687 shares; 2025Q2: 161,000 shares; 2025Q3: not loaded; 2025Q4: 170,817 shares; 2026Q1: 126,360 shares 126,360 $4.43M 0.52% -44,457 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,443 shares; 2024Q4: 159,464 shares; 2025Q1: 190,162 shares; 2025Q2: 273,215 shares; 2025Q3: not loaded; 2025Q4: 113,854 shares; 2026Q1: 87,640 shares 87,640 $4.37M 0.51% -26,214 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,267 shares; 2025Q1: 190,666 shares; 2025Q2: 287,523 shares; 2025Q3: not loaded; 2025Q4: 117,397 shares; 2026Q1: 91,409 shares 91,409 $4.26M 0.5% -25,988 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 24,524 shares; 2025Q2: 13,906 shares; 2025Q3: not loaded; 2025Q4: 12,958 shares; 2026Q1: 10,849 shares 10,849 $4.04M 0.47% -2,109 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,885 shares; 2024Q4: 5,487 shares; 2025Q1: 6,135 shares; 2025Q2: 8,321 shares; 2025Q3: not loaded; 2025Q4: 8,283 shares; 2026Q1: 9,254 shares 9,254 $4.03M 0.47% +971 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 80,950 shares; 2025Q1: 117,253 shares; 2025Q2: 221,547 shares; 2025Q3: not loaded; 2025Q4: 89,372 shares; 2026Q1: 66,642 shares 66,642 $3.98M 0.46% -22,730 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,034 shares; 2024Q4: 238,134 shares; 2025Q1: 204,113 shares; 2025Q2: 124,295 shares; 2025Q3: not loaded; 2025Q4: 109,569 shares; 2026Q1: 82,096 shares 82,096 $3.97M 0.46% -27,473 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 9,195 shares; 2025Q1: 118,721 shares; 2025Q2: 67,890 shares; 2025Q3: not loaded; 2025Q4: 67,223 shares; 2026Q1: 45,464 shares 45,464 $3.9M 0.45% -21,759 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 7,257 shares; 2025Q1: 6,634 shares; 2025Q2: 5,617 shares; 2025Q3: not loaded; 2025Q4: 5,386 shares; 2026Q1: 4,934 shares 4,934 $3.64M 0.42% -452 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; 2024Q2: restricted; 2024Q3: 86,229 shares; 2024Q4: 297,584 shares; 2025Q1: 236,865 shares; 2025Q2: 74,082 shares; 2025Q3: not loaded; 2025Q4: 163,983 shares; 2026Q1: 107,864 shares 107,864 $3.34M 0.39% -56,119 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 28,029 shares; 2025Q1: 10,114 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 45,797 shares; 2026Q1: 39,581 shares 39,581 $3.28M 0.38% -6,216 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,827 shares; 2025Q1: 3,741 shares; 2025Q2: 4,265 shares; 2025Q3: not loaded; 2025Q4: 7,201 shares; 2026Q1: 7,159 shares 7,159 $3.22M 0.38% -42 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,530 shares; 2024Q4: 203,239 shares; 2025Q1: 202,561 shares; 2025Q2: 117,276 shares; 2025Q3: not loaded; 2025Q4: 105,388 shares; 2026Q1: 71,729 shares 71,729 $3.1M 0.36% -33,659 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; 2024Q2: restricted; 2024Q3: 62,072 shares; 2024Q4: 81,521 shares; 2025Q1: 189,972 shares; 2025Q2: 154,685 shares; 2025Q3: not loaded; 2025Q4: 162,644 shares; 2026Q1: 123,097 shares 123,097 $2.83M 0.33% -39,547 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 26,554 shares; 2025Q1: 13,113 shares; 2025Q2: 11,846 shares; 2025Q3: not loaded; 2025Q4: 4,348 shares; 2026Q1: 3,811 shares 3,811 $2.28M 0.27% -537 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,564 shares; 2025Q1: 1,859 shares; 2025Q2: 2,004 shares; 2025Q3: not loaded; 2025Q4: 2,987 shares; 2026Q1: 3,230 shares 3,230 $2.25M 0.26% +243 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,348 shares; 2024Q4: 224,264 shares; 2025Q1: 304,581 shares; 2025Q2: 253,582 shares; 2025Q3: not loaded; 2025Q4: 176,868 shares; 2026Q1: 20,855 shares 20,855 $2.16M 0.25% -156,013 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 5,326 shares; 2025Q1: 5,453 shares; 2025Q2: 5,063 shares; 2025Q3: not loaded; 2025Q4: 5,835 shares; 2026Q1: 7,967 shares 7,967 $2.16M 0.25% +2,132 Timeline IUS 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; 2024Q2: restricted; 2024Q3: 83,249 shares; 2024Q4: 97,672 shares; 2025Q1: 108,048 shares; 2025Q2: 28,664 shares; 2025Q3: not loaded; 2025Q4: 52,423 shares; 2026Q1: 32,429 shares 32,429 $2.13M 0.25% -19,994 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 5,708 shares; 2025Q1: 5,393 shares; 2025Q2: 5,430 shares; 2025Q3: not loaded; 2025Q4: 8,827 shares; 2026Q1: 7,300 shares 7,300 $2.04M 0.24% -1,527 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 2,139 shares; 2025Q1: 2,988 shares; 2025Q2: 3,491 shares; 2025Q3: not loaded; 2025Q4: 4,686 shares; 2026Q1: 5,293 shares 5,293 $2.01M 0.23% +607 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,114 shares; 2025Q1: 5,114 shares; 2025Q2: 5,114 shares; 2025Q3: not loaded; 2025Q4: 5,114 shares; 2026Q1: 5,129 shares 5,129 $1.97M 0.23% +15 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; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,164 shares; 2025Q1: 4,918 shares; 2025Q2: 4,888 shares; 2025Q3: not loaded; 2025Q4: 4,991 shares; 2026Q1: 20,488 shares 20,488 $1.84M 0.21% +15,497 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,598 shares; 2025Q1: 3,361 shares; 2025Q2: 3,204 shares; 2025Q3: not loaded; 2025Q4: 3,168 shares; 2026Q1: 4,051 shares 4,051 $1.52M 0.18% +883 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,623 shares; 2024Q4: 113,866 shares; 2025Q1: 80,906 shares; 2025Q2: 48,762 shares; 2025Q3: not loaded; 2025Q4: 38,780 shares; 2026Q1: 34,061 shares 34,061 $1.52M 0.18% -4,719 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 6,784 shares; 2025Q1: 4,999 shares; 2025Q2: 4,648 shares; 2025Q3: not loaded; 2025Q4: 8,901 shares; 2026Q1: 12,355 shares 12,355 $1.49M 0.17% +3,454 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 4,189 shares; 2025Q1: 4,169 shares; 2025Q2: 3,887 shares; 2025Q3: not loaded; 2025Q4: 3,574 shares; 2026Q1: 3,480 shares 3,480 $1.45M 0.17% -94 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,948 shares; 2025Q1: 6,381 shares; 2025Q2: 7,861 shares; 2025Q3: not loaded; 2025Q4: 10,200 shares; 2026Q1: 12,143 shares 12,143 $1.41M 0.16% +1,943 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,567 shares 4,567 $1.4M 0.16% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,637 shares; 2024Q4: 13,610 shares; 2025Q1: 12,251 shares; 2025Q2: 12,943 shares; 2025Q3: not loaded; 2025Q4: 17,658 shares; 2026Q1: 19,779 shares 19,779 $1.35M 0.16% +2,121 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,786 shares; 2024Q4: 180,412 shares; 2025Q1: 136,013 shares; 2025Q2: 42,581 shares; 2025Q3: not loaded; 2025Q4: 34,516 shares; 2026Q1: 28,962 shares 28,962 $1.35M 0.16% -5,554 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,078 shares; 2025Q2: 24,215 shares; 2025Q3: not loaded; 2025Q4: 22,372 shares; 2026Q1: 14,598 shares 14,598 $1.34M 0.16% -7,774 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,736 shares; 2024Q4: 136,820 shares; 2025Q1: 32,222 shares; 2025Q2: 20,842 shares; 2025Q3: not loaded; 2025Q4: 15,291 shares; 2026Q1: 15,544 shares 15,544 $1.33M 0.16% +253 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,358 shares; 2025Q2: 2,931 shares; 2025Q3: not loaded; 2025Q4: 15,872 shares; 2026Q1: 16,146 shares 16,146 $1.28M 0.15% +274 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 11,449 shares 11,449 $1.21M 0.14% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: not loaded; 2025Q4: 8,176 shares; 2026Q1: 10,099 shares 10,099 $1.15M 0.13% +1,923 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,046 shares; 2024Q4: 51,388 shares; 2025Q1: 88,238 shares; 2025Q2: 327,531 shares; 2025Q3: not loaded; 2025Q4: 197,740 shares; 2026Q1: 22,123 shares 22,123 $1.07M 0.13% -175,617 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 429,134 shares; 2026Q1: 33,712 shares 33,712 $1.06M 0.12% -395,422 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,069 shares; 2025Q2: 117,235 shares; 2025Q3: not loaded; 2025Q4: 185,506 shares; 2026Q1: 20,851 shares 20,851 $1.04M 0.12% -164,655 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,583 shares; 2025Q1: 4,572 shares; 2025Q2: 4,525 shares; 2025Q3: not loaded; 2025Q4: 4,793 shares; 2026Q1: 4,886 shares 4,886 $1.03M 0.12% +93 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; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 3,000 shares; 2025Q1: 2,897 shares; 2025Q2: 2,628 shares; 2025Q3: not loaded; 2025Q4: 4,050 shares; 2026Q1: 4,870 shares 4,870 $1.02M 0.12% +820 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; 2024Q2: restricted; 2024Q3: 24,859 shares; 2024Q4: 34,819 shares; 2025Q1: 36,396 shares; 2025Q2: 34,779 shares; 2025Q3: not loaded; 2025Q4: 39,398 shares; 2026Q1: 56,232 shares 56,232 $981K 0.11% +16,834 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,539 shares; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: not loaded; 2025Q4: 2,266 shares; 2026Q1: 1,970 shares 1,970 $880K 0.1% -296 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,457 shares; 2024Q4: 104,698 shares; 2025Q1: 93,326 shares; 2025Q2: 92,925 shares; 2025Q3: not loaded; 2025Q4: 87,049 shares; 2026Q1: 82,618 shares 82,618 $877K 0.1% -4,431 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,252 shares; 2025Q2: 37,164 shares; 2025Q3: not loaded; 2025Q4: 28,302 shares; 2026Q1: 28,007 shares 28,007 $874K 0.1% -295 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,668 shares; 2026Q1: 1,684 shares 1,684 $869K 0.1% +16 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 586 shares; 2025Q3: not loaded; 2025Q4: 791 shares; 2026Q1: 1,107 shares 1,107 $842K 0.1% +316 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 604 shares; 2025Q1: 666 shares; 2025Q2: 614 shares; 2025Q3: not loaded; 2025Q4: 795 shares; 2026Q1: 1,318 shares 1,318 $833K 0.1% +523 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,477 shares; 2025Q3: not loaded; 2025Q4: 9,790 shares; 2026Q1: 9,477 shares 9,477 $785K 0.09% -313 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 6,512 shares; 2025Q1: 3,508 shares; 2025Q2: 2,810 shares; 2025Q3: not loaded; 2025Q4: 3,688 shares; 2026Q1: 5,569 shares 5,569 $782K 0.09% +1,881 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,584 shares; 2025Q3: not loaded; 2025Q4: 1,536 shares; 2026Q1: 4,987 shares 4,987 $781K 0.09% +3,451 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,302 shares; 2025Q1: 1,088 shares; 2025Q2: 1,171 shares; 2025Q3: not loaded; 2025Q4: 2,367 shares; 2026Q1: 2,603 shares 2,603 $775K 0.09% +236 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,922 shares; 2024Q4: 92,167 shares; 2025Q1: 58,547 shares; 2025Q2: 29,356 shares; 2025Q3: not loaded; 2025Q4: 20,780 shares; 2026Q1: 16,467 shares 16,467 $771K 0.09% -4,313 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,520 shares; 2025Q1: 2,522 shares; 2025Q2: 6,339 shares; 2025Q3: not loaded; 2025Q4: 6,456 shares; 2026Q1: 6,512 shares 6,512 $762K 0.09% +56 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,204 shares; 2025Q2: 8,378 shares; 2025Q3: not loaded; 2025Q4: 11,759 shares; 2026Q1: 10,563 shares 10,563 $758K 0.09% -1,196 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 4,100 shares; 2025Q1: 4,102 shares; 2025Q2: 3,441 shares; 2025Q3: not loaded; 2025Q4: 4,965 shares; 2026Q1: 5,111 shares 5,111 $730K 0.09% +146 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 533 shares; 2025Q1: 517 shares; 2025Q2: 543 shares; 2025Q3: not loaded; 2025Q4: 679 shares; 2026Q1: 659 shares 659 $728K 0.08% -20 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,859 shares; 2025Q1: 1,816 shares; 2025Q2: 1,609 shares; 2025Q3: not loaded; 2025Q4: 2,089 shares; 2026Q1: 2,419 shares 2,419 $724K 0.08% +330 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 16,076 shares 16,076 $658K 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 445 shares; 2026Q1: 750 shares 750 $657K 0.08% +305 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,801 shares; 2025Q3: not loaded; 2025Q4: 3,480 shares; 2026Q1: 3,517 shares 3,517 $642K 0.07% +37 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 473 shares; 2025Q1: 503 shares; 2025Q2: 598 shares; 2025Q3: not loaded; 2025Q4: 592 shares; 2026Q1: 648 shares 648 $620K 0.07% +56 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 670 shares; 2025Q1: 554 shares; 2025Q2: 539 shares; 2025Q3: not loaded; 2025Q4: 1,181 shares; 2026Q1: 1,198 shares 1,198 $596K 0.07% +17 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,079 shares 5,079 $582K 0.07% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 794 shares 794 $580K 0.07% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,058 shares; 2026Q1: 9,510 shares 9,510 $569K 0.07% +452 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,974 shares; 2024Q4: 36,990 shares; 2025Q1: 24,407 shares; 2025Q2: 19,596 shares; 2025Q3: not loaded; 2025Q4: 19,446 shares; 2026Q1: 16,629 shares 16,629 $568K 0.07% -2,817 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,556 shares; 2025Q1: 52,785 shares; 2025Q2: 91,126 shares; 2025Q3: not loaded; 2025Q4: 94,820 shares; 2026Q1: 9,085 shares 9,085 $556K 0.06% -85,735 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,203 shares; 2024Q4: 25,440 shares; 2025Q1: 12,220 shares; 2025Q2: 11,355 shares; 2025Q3: not loaded; 2025Q4: 3,596 shares; 2026Q1: 2,875 shares 2,875 $555K 0.06% -721 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 706 shares; 2025Q1: 927 shares; 2025Q2: 699 shares; 2025Q3: not loaded; 2025Q4: 1,023 shares; 2026Q1: 1,159 shares 1,159 $550K 0.06% +136 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,561 shares 2,561 $549K 0.06% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,205 shares 1,205 $541K 0.06% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 15,370 shares; 2025Q1: 16,893 shares; 2025Q2: 12,596 shares; 2025Q3: not loaded; 2025Q4: 14,118 shares; 2026Q1: 21,753 shares 21,753 $539K 0.06% +7,635 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,571 shares; 2026Q1: 3,702 shares 3,702 $518K 0.06% +131 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 2,996 shares; 2025Q1: 1,080 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,984 shares; 2026Q1: 2,229 shares 2,229 $508K 0.06% +245 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,017 shares; 2025Q1: 11,979 shares; 2025Q2: 11,828 shares; 2025Q3: not loaded; 2025Q4: 11,825 shares; 2026Q1: 11,168 shares 11,168 $495K 0.06% -657 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,448 shares 1,448 $488K 0.06% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,710 shares; 2025Q1: 3,343 shares; 2025Q2: 2,968 shares; 2025Q3: not loaded; 2025Q4: 3,669 shares; 2026Q1: 3,376 shares 3,376 $485K 0.06% -293 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 18,659 shares; 2026Q1: 17,138 shares 17,138 $476K 0.06% -1,521 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,685 shares; 2024Q4: 46,167 shares; 2025Q1: 44,643 shares; 2025Q2: 7,010 shares; 2025Q3: not loaded; 2025Q4: 10,425 shares; 2026Q1: 10,003 shares 10,003 $473K 0.06% -422 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,151 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares; 2025Q3: not loaded; 2025Q4: 4,151 shares; 2026Q1: 4,181 shares 4,181 $468K 0.05% +30 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,153 shares 4,153 $467K 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,322 shares; 2025Q1: 24,322 shares; 2025Q2: 24,422 shares; 2025Q3: not loaded; 2025Q4: 24,323 shares; 2026Q1: 24,323 shares 24,323 $466K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 397 shares; 2025Q1: 433 shares; 2025Q2: 450 shares; 2025Q3: not loaded; 2025Q4: 957 shares; 2026Q1: 3,624 shares 3,624 $439K 0.05% +2,667 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 7,831 shares; 2025Q1: 7,831 shares; 2025Q2: 7,831 shares; 2025Q3: not loaded; 2025Q4: 7,831 shares; 2026Q1: 7,761 shares 7,761 $436K 0.05% -70 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,942 shares; 2025Q1: 1,750 shares; 2025Q2: 1,749 shares; 2025Q3: not loaded; 2025Q4: 1,910 shares; 2026Q1: 1,896 shares 1,896 $427K 0.05% -14 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: not loaded; 2025Q4: 1,980 shares; 2026Q1: 2,654 shares 2,654 $422K 0.05% +674 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,282 shares; 2026Q1: 5,616 shares 5,616 $419K 0.05% +2,334 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 220 shares; 2025Q3: not loaded; 2025Q4: 2,559 shares; 2026Q1: 4,862 shares 4,862 $418K 0.05% +2,303 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,411 shares; 2025Q3: not loaded; 2025Q4: 2,479 shares; 2026Q1: 2,472 shares 2,472 $395K 0.05% -7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,284 shares 1,284 $392K 0.05% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,783 shares 6,783 $387K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,848 shares 1,848 $384K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: not loaded; 2025Q4: 2,016 shares; 2026Q1: 1,995 shares 1,995 $374K 0.04% -21 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,691 shares 1,691 $368K 0.04% new Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,304 shares; 2025Q2: 11,984 shares; 2025Q3: not loaded; 2025Q4: 9,510 shares; 2026Q1: 7,289 shares 7,289 $368K 0.04% -2,221 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; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,343 shares; 2025Q1: 2,955 shares; 2025Q2: 2,574 shares; 2025Q3: not loaded; 2025Q4: 2,798 shares; 2026Q1: 2,055 shares 2,055 $365K 0.04% -743 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,089 shares 8,089 $357K 0.04% new Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 11,088 shares; 2025Q1: 11,041 shares; 2025Q2: 12,884 shares; 2025Q3: not loaded; 2025Q4: 12,881 shares; 2026Q1: 10,199 shares 10,199 $357K 0.04% -2,682 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,148 shares; 2025Q3: not loaded; 2025Q4: 9,285 shares; 2026Q1: 8,201 shares 8,201 $354K 0.04% -1,084 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,720 shares; 2025Q1: 2,839 shares; 2025Q2: 2,833 shares; 2025Q3: not loaded; 2025Q4: 3,166 shares; 2026Q1: 3,469 shares 3,469 $353K 0.04% +303 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,939 shares; 2025Q2: 4,203 shares; 2025Q3: not loaded; 2025Q4: 5,277 shares; 2026Q1: 5,009 shares 5,009 $348K 0.04% -268 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,434 shares; 2025Q1: 2,843 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,090 shares; 2026Q1: 3,900 shares 3,900 $339K 0.04% +810 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,231 shares 4,231 $334K 0.04% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,330 shares; 2025Q3: not loaded; 2025Q4: 5,873 shares; 2026Q1: 5,873 shares 5,873 $332K 0.04% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,800 shares 5,800 $327K 0.04% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,496 shares; 2025Q1: 2,980 shares; 2025Q2: 1,402 shares; 2025Q3: not loaded; 2025Q4: 1,387 shares; 2026Q1: 1,390 shares 1,390 $326K 0.04% +3 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 14,122 shares; 2025Q1: 12,308 shares; 2025Q2: 7,847 shares; 2025Q3: not loaded; 2025Q4: 7,609 shares; 2026Q1: 7,578 shares 7,578 $324K 0.04% -31 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 5,267 shares; 2025Q1: 5,118 shares; 2025Q2: 3,345 shares; 2025Q3: not loaded; 2025Q4: 3,294 shares; 2026Q1: 3,341 shares 3,341 $323K 0.04% +47 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 2,119 shares; 2025Q1: 2,043 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,098 shares; 2026Q1: 2,185 shares 2,185 $317K 0.04% +87 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,939 shares; 2025Q1: 2,168 shares; 2025Q2: 1,698 shares; 2025Q3: not loaded; 2025Q4: 2,035 shares; 2026Q1: 3,690 shares 3,690 $316K 0.04% +1,655 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,005 shares; 2025Q1: 4,827 shares; 2025Q2: 4,211 shares; 2025Q3: not loaded; 2025Q4: 3,994 shares; 2026Q1: 3,880 shares 3,880 $311K 0.04% -114 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,040 shares; 2025Q3: not loaded; 2025Q4: 5,066 shares; 2026Q1: 5,066 shares 5,066 $309K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 685 shares 685 $308K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,380 shares; 2025Q1: 2,788 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,671 shares; 2026Q1: 2,202 shares 2,202 $305K 0.04% +531 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,341 shares 6,341 $303K 0.04% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 946 shares 946 $301K 0.04% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 13,902 shares; 2025Q1: 13,893 shares; 2025Q2: 10,296 shares; 2025Q3: not loaded; 2025Q4: 10,267 shares; 2026Q1: 10,232 shares 10,232 $300K 0.03% -35 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,903 shares; 2025Q2: 9,627 shares; 2025Q3: not loaded; 2025Q4: 10,276 shares; 2026Q1: 10,053 shares 10,053 $299K 0.03% -223 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,460 shares 3,460 $296K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,049 shares 1,049 $295K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,492 shares; 2026Q1: 1,237 shares 1,237 $292K 0.03% -255 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,566 shares 5,566 $291K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 1,709 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,859 shares; 2026Q1: 1,999 shares 1,999 $288K 0.03% +140 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: not loaded; 2025Q4: 1,050 shares; 2026Q1: 1,275 shares 1,275 $288K 0.03% +225 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 12,323 shares 12,323 $287K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,331 shares; 2026Q1: 2,919 shares 2,919 $286K 0.03% +588 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,912 shares; 2024Q4: 19,488 shares; 2025Q1: 19,479 shares; 2025Q2: 9,922 shares; 2025Q3: not loaded; 2025Q4: 7,778 shares; 2026Q1: 7,733 shares 7,733 $282K 0.03% -45 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,276 shares; 2026Q1: 1,572 shares 1,572 $279K 0.03% +296 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,204 shares 2,204 $278K 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,103 shares 5,103 $278K 0.03% new Timeline PMFB PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,121 shares; 2026Q1: 10,121 shares 10,121 $276K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 656 shares 656 $275K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,285 shares; 2026Q1: 1,128 shares 1,128 $266K 0.03% -157 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; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 817 shares; 2025Q1: 785 shares; 2025Q2: 670 shares; 2025Q3: not loaded; 2025Q4: 612 shares; 2026Q1: 576 shares 576 $260K 0.03% -36 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 693 shares; 2025Q1: 1,222 shares; 2025Q2: 1,111 shares; 2025Q3: not loaded; 2025Q4: 1,176 shares; 2026Q1: 1,167 shares 1,167 $259K 0.03% -9 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 890 shares; 2025Q1: 895 shares; 2025Q2: 889 shares; 2025Q3: not loaded; 2025Q4: 852 shares; 2026Q1: 847 shares 847 $258K 0.03% -5 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342 $257K 0.03% new Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,257 shares 6,257 $256K 0.03% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 869 shares; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 777 shares; 2026Q1: 782 shares 782 $255K 0.03% +5 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 521 shares; 2025Q1: 557 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 749 shares; 2026Q1: 661 shares 661 $251K 0.03% -88 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,107 shares; 2025Q3: not loaded; 2025Q4: 1,942 shares; 2026Q1: 2,333 shares 2,333 $250K 0.03% +391 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,209 shares; 2026Q1: 9,209 shares 9,209 $246K 0.03% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,126 shares 5,126 $243K 0.03% new Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 7,093 shares 7,093 $240K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,597 shares 2,597 $237K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 241 shares 241 $233K 0.03% new Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,849 shares 6,849 $232K 0.03% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,400 shares; 2026Q1: 1,401 shares 1,401 $231K 0.03% +1 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,247 shares; 2024Q4: 10,809 shares; 2025Q1: 10,809 shares; 2025Q2: 5,598 shares; 2025Q3: not loaded; 2025Q4: 5,598 shares; 2026Q1: 5,598 shares 5,598 $227K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,369 shares 4,369 $225K 0.03% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $221K 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,895 shares; 2026Q1: 2,453 shares 2,453 $221K 0.03% -442 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,587 shares; 2026Q1: 5,587 shares 5,587 $221K 0.03% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,956 shares 1,956 $216K 0.03% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 999 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,356 shares 1,356 $216K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: not loaded; 2025Q4: 1,440 shares; 2026Q1: 1,012 shares 1,012 $214K 0.02% -428 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,496 shares 1,496 $214K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,662 shares 1,662 $212K 0.02% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,906 shares 2,906 $212K 0.02% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,544 shares 2,544 $212K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,897 shares 5,897 $207K 0.02% new Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 12,457 shares; 2025Q1: 12,316 shares; 2025Q2: 6,511 shares; 2025Q3: not loaded; 2025Q4: 6,224 shares; 2026Q1: 6,005 shares 6,005 $207K 0.02% -219 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 543 shares 543 $203K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 485 shares 485 $201K 0.02% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,635 shares; 2025Q3: not loaded; 2025Q4: 20,635 shares; 2026Q1: 20,635 shares 20,635 $113K 0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,402 shares; 2026Q1: 10,831 shares 10,831 $35.7K <0.01% +429 Timeline STKE SOL STRATEGIES INC More: the full row for SOL STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11,709 shares; 2026Q1: 11,709 shares 11,709 $17.6K <0.01% 0 Timeline