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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,564 shares; 2025Q2: 154,234 shares; 2025Q3: 155,977 shares; 2025Q4: 165,654 shares; 2026Q1: 166,918 shares 166,918 $21M 5.03% +1,264 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: 93,678 shares; 2024Q4: 95,205 shares; 2025Q1: 106,582 shares; 2025Q2: 106,150 shares; 2025Q3: 103,890 shares; 2025Q4: 105,999 shares; 2026Q1: 102,737 shares 102,737 $17.9M 4.29% -3,262 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540,693 shares; 2026Q1: 536,197 shares 536,197 $15.5M 3.72% -4,496 Timeline TSPA 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; 2024Q2: restricted; 2024Q3: 116,276 shares; 2024Q4: 122,050 shares; 2025Q1: 144,577 shares; 2025Q2: 198,788 shares; 2025Q3: 208,142 shares; 2025Q4: 271,178 shares; 2026Q1: 328,097 shares 328,097 $13.4M 3.21% +56,919 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: 30,990 shares; 2024Q4: 31,418 shares; 2025Q1: 15,011 shares; 2025Q2: 23,132 shares; 2025Q3: 22,968 shares; 2025Q4: 21,973 shares; 2026Q1: 21,679 shares 21,679 $12.5M 3% -294 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: 55,133 shares; 2024Q4: 55,119 shares; 2025Q1: 53,340 shares; 2025Q2: 51,450 shares; 2025Q3: 50,486 shares; 2025Q4: 50,422 shares; 2026Q1: 54,584 shares 54,584 $11.4M 2.72% +4,162 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: 58,597 shares; 2024Q4: 57,769 shares; 2025Q1: 55,753 shares; 2025Q2: 52,931 shares; 2025Q3: 39,907 shares; 2025Q4: 40,808 shares; 2026Q1: 40,844 shares 40,844 $10.4M 2.48% +36 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: 16,793 shares; 2024Q4: 16,823 shares; 2025Q1: 16,782 shares; 2025Q2: 16,322 shares; 2025Q3: 15,736 shares; 2025Q4: 17,166 shares; 2026Q1: 17,106 shares 17,106 $9.8M 2.34% -60 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; 2024Q2: restricted; 2024Q3: 198,075 shares; 2024Q4: 220,315 shares; 2025Q1: 222,008 shares; 2025Q2: 206,666 shares; 2025Q3: 218,579 shares; 2025Q4: 221,117 shares; 2026Q1: 226,809 shares 226,809 $8.08M 1.93% +5,692 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: 101,794 shares; 2024Q4: 109,690 shares; 2025Q1: 124,472 shares; 2025Q2: 121,431 shares; 2025Q3: 133,975 shares; 2025Q4: 132,974 shares; 2026Q1: 133,390 shares 133,390 $7.57M 1.81% +416 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: 3,628 shares; 2024Q4: 3,976 shares; 2025Q1: 15,795 shares; 2025Q2: 18,956 shares; 2025Q3: 17,615 shares; 2025Q4: 19,483 shares; 2026Q1: 22,336 shares 22,336 $6.92M 1.66% +2,853 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: 75,643 shares; 2024Q4: 86,470 shares; 2025Q1: 103,081 shares; 2025Q2: 104,442 shares; 2025Q3: 115,759 shares; 2025Q4: 116,161 shares; 2026Q1: 119,547 shares 119,547 $6.64M 1.59% +3,386 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,562 shares; 2025Q3: 16,552 shares; 2025Q4: 54,804 shares; 2026Q1: 56,976 shares 56,976 $6.55M 1.57% +2,172 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: 25,275 shares; 2024Q4: 25,381 shares; 2025Q1: 46,661 shares; 2025Q2: 61,423 shares; 2025Q3: 62,309 shares; 2025Q4: 93,737 shares; 2026Q1: 96,346 shares 96,346 $6.51M 1.56% +2,609 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: 9,118 shares; 2024Q4: 9,047 shares; 2025Q1: 9,571 shares; 2025Q2: 9,301 shares; 2025Q3: 9,771 shares; 2025Q4: 9,459 shares; 2026Q1: 9,260 shares 9,260 $6.03M 1.44% -199 Timeline JIRE 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: 116,833 shares; 2024Q4: 78,763 shares; 2025Q1: 62,275 shares; 2025Q2: 60,587 shares; 2025Q3: 61,719 shares; 2025Q4: 71,744 shares; 2026Q1: 74,170 shares 74,170 $5.62M 1.34% +2,426 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: 50,800 shares; 2024Q4: 50,601 shares; 2025Q1: 38,315 shares; 2025Q2: 32,315 shares; 2025Q3: 31,092 shares; 2025Q4: 29,719 shares; 2026Q1: 28,837 shares 28,837 $5.55M 1.33% -882 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,425 shares; 2025Q3: 111,875 shares; 2025Q4: 157,185 shares; 2026Q1: 270,634 shares 270,634 $5.21M 1.25% +113,449 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: 13,488 shares; 2024Q4: 13,284 shares; 2025Q1: 13,398 shares; 2025Q2: 12,734 shares; 2025Q3: 12,144 shares; 2025Q4: 12,865 shares; 2026Q1: 13,228 shares 13,228 $4.91M 1.17% +363 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,123 shares; 2024Q4: 108,946 shares; 2025Q1: 107,120 shares; 2025Q2: 104,439 shares; 2025Q3: 101,913 shares; 2025Q4: 101,622 shares; 2026Q1: 98,184 shares 98,184 $4.85M 1.16% -3,438 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: 47,987 shares; 2024Q4: 36,421 shares; 2025Q1: 35,747 shares; 2025Q2: 34,421 shares; 2025Q3: 30,802 shares; 2025Q4: 31,121 shares; 2026Q1: 32,959 shares 32,959 $4.82M 1.15% +1,838 Timeline PXF 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: 35,784 shares; 2025Q2: 57,531 shares; 2025Q3: 59,828 shares; 2025Q4: 64,786 shares; 2026Q1: 65,470 shares 65,470 $4.58M 1.09% +684 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: 43,404 shares; 2024Q4: 43,584 shares; 2025Q1: 29,067 shares; 2025Q2: 21,850 shares; 2025Q3: 21,715 shares; 2025Q4: 21,224 shares; 2026Q1: 21,173 shares 21,173 $4.57M 1.09% -51 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 75,016 shares; 2025Q1: 82,105 shares; 2025Q2: 46,218 shares; 2025Q3: 45,204 shares; 2025Q4: 50,230 shares; 2026Q1: 83,071 shares 83,071 $4.2M 1.01% +32,841 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: 12,936 shares; 2024Q4: 12,747 shares; 2025Q1: 13,204 shares; 2025Q2: 15,871 shares; 2025Q3: 12,411 shares; 2025Q4: 13,606 shares; 2026Q1: 14,525 shares 14,525 $4.18M 1% +919 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: 14,544 shares; 2024Q4: 14,718 shares; 2025Q1: 15,084 shares; 2025Q2: 15,972 shares; 2025Q3: 15,619 shares; 2025Q4: 14,809 shares; 2026Q1: 14,516 shares 14,516 $4.17M 1% -293 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,682 shares; 2024Q4: 28,514 shares; 2025Q1: 47,089 shares; 2025Q2: 47,949 shares; 2025Q3: 48,234 shares; 2025Q4: 36,956 shares; 2026Q1: 36,954 shares 36,954 $4.09M 0.98% -2 Timeline ICLO 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,447 shares; 2025Q2: 121,944 shares; 2025Q3: 125,186 shares; 2025Q4: 142,671 shares; 2026Q1: 151,246 shares 151,246 $3.86M 0.92% +8,575 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: 114,378 shares; 2024Q4: 350,062 shares; 2025Q1: 249,068 shares; 2025Q2: 171,917 shares; 2025Q3: 135,147 shares; 2025Q4: 123,674 shares; 2026Q1: 125,609 shares 125,609 $3.86M 0.92% +1,935 Timeline 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: 5,322 shares; 2025Q1: 6,539 shares; 2025Q2: 50,519 shares; 2025Q3: 61,862 shares; 2025Q4: 63,745 shares; 2026Q1: 74,750 shares 74,750 $3.69M 0.88% +11,005 Timeline TMSL 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; 2024Q2: restricted; 2024Q3: 48,186 shares; 2024Q4: 53,361 shares; 2025Q1: 58,929 shares; 2025Q2: 65,470 shares; 2025Q3: 65,342 shares; 2025Q4: 94,079 shares; 2026Q1: 98,651 shares 98,651 $3.62M 0.87% +4,572 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: 9,601 shares; 2024Q4: 9,716 shares; 2025Q1: 9,709 shares; 2025Q2: 8,171 shares; 2025Q3: 7,235 shares; 2025Q4: 7,404 shares; 2026Q1: 7,426 shares 7,426 $3.56M 0.85% +22 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: 2,634 shares; 2024Q4: 2,306 shares; 2025Q1: 3,431 shares; 2025Q2: 3,149 shares; 2025Q3: 3,189 shares; 2025Q4: 3,440 shares; 2026Q1: 3,524 shares 3,524 $3.25M 0.78% +84 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: 10,765 shares; 2024Q4: 9,906 shares; 2025Q1: 9,770 shares; 2025Q2: 6,511 shares; 2025Q3: 6,874 shares; 2025Q4: 8,392 shares; 2026Q1: 8,221 shares 8,221 $3.15M 0.75% -171 Timeline IXUS 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: 36,234 shares; 2025Q1: 35,615 shares; 2025Q2: 33,872 shares; 2025Q3: 32,351 shares; 2025Q4: 33,720 shares; 2026Q1: 36,265 shares 36,265 $3.14M 0.75% +2,545 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: 53,531 shares; 2024Q4: 54,888 shares; 2025Q1: 46,122 shares; 2025Q2: 52,375 shares; 2025Q3: 55,291 shares; 2025Q4: 57,562 shares; 2026Q1: 57,846 shares 57,846 $3.13M 0.75% +284 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,250 shares; 2025Q4: 48,600 shares; 2026Q1: 327,025 shares 327,025 $3.11M 0.74% +278,425 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,115 shares; 2024Q4: 58,660 shares; 2025Q1: 56,433 shares; 2025Q2: 54,885 shares; 2025Q3: 55,525 shares; 2025Q4: 53,515 shares; 2026Q1: 51,389 shares 51,389 $3.08M 0.74% -2,126 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: 82,512 shares; 2024Q4: 82,537 shares; 2025Q1: 86,692 shares; 2025Q2: 73,047 shares; 2025Q3: 63,991 shares; 2025Q4: 63,372 shares; 2026Q1: 62,945 shares 62,945 $3.04M 0.73% -427 Timeline VCX FUNDRISE INNOVATION FD LLC More: the full row for FUNDRISE INNOVATION FD LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,113 shares 23,113 $3.03M 0.72% new Timeline MDST 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 reported; 2025Q4: not reported; 2026Q1: 99,000 shares 99,000 $2.83M 0.68% new 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: 11,148 shares; 2024Q4: 12,125 shares; 2025Q1: 13,121 shares; 2025Q2: 13,209 shares; 2025Q3: 11,944 shares; 2025Q4: 11,800 shares; 2026Q1: 13,830 shares 13,830 $2.81M 0.67% +2,030 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: 5,143 shares; 2024Q4: 5,143 shares; 2025Q1: 8,083 shares; 2025Q2: 9,813 shares; 2025Q3: 9,813 shares; 2025Q4: 9,790 shares; 2026Q1: 9,787 shares 9,787 $2.81M 0.67% -3 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: 7,283 shares; 2024Q4: 7,154 shares; 2025Q1: 8,592 shares; 2025Q2: 8,363 shares; 2025Q3: 8,621 shares; 2025Q4: 8,223 shares; 2026Q1: 7,491 shares 7,491 $2.78M 0.67% -732 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 15,430 shares; 2025Q1: 20,057 shares; 2025Q2: 22,577 shares; 2025Q3: 23,222 shares; 2025Q4: 28,151 shares; 2026Q1: 29,228 shares 29,228 $2.75M 0.66% +1,077 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,851 shares; 2024Q4: 10,798 shares; 2025Q1: 14,015 shares; 2025Q2: 13,247 shares; 2025Q3: 12,774 shares; 2025Q4: 11,488 shares; 2026Q1: 10,995 shares 10,995 $2.73M 0.65% -493 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: 2,728 shares; 2024Q4: 2,682 shares; 2025Q1: 2,690 shares; 2025Q2: 3,111 shares; 2025Q3: 2,639 shares; 2025Q4: 26,805 shares; 2026Q1: 27,890 shares 27,890 $2.68M 0.64% +1,085 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,715 shares; 2026Q1: 59,850 shares 59,850 $2.68M 0.64% +54,135 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: 7,497 shares; 2024Q4: 7,076 shares; 2025Q1: 6,478 shares; 2025Q2: 8,309 shares; 2025Q3: 7,346 shares; 2025Q4: 15,214 shares; 2026Q1: 39,327 shares 39,327 $2.41M 0.58% +24,113 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 3,474 shares; 2025Q1: 3,853 shares; 2025Q2: 4,045 shares; 2025Q3: 4,023 shares; 2025Q4: 4,040 shares; 2026Q1: 3,509 shares 3,509 $2.29M 0.55% -531 Timeline DUOG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 719,980 shares 719,980 $2.29M 0.55% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,864 shares; 2024Q4: 58,118 shares; 2025Q1: 37,501 shares; 2025Q2: 28,250 shares; 2025Q3: 27,745 shares; 2025Q4: 25,828 shares; 2026Q1: 25,556 shares 25,556 $2.18M 0.52% -272 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,288 shares; 2024Q4: 9,849 shares; 2025Q1: 7,313 shares; 2025Q2: 13,853 shares; 2025Q3: 17,108 shares; 2025Q4: 22,887 shares; 2026Q1: 47,480 shares 47,480 $2.13M 0.51% +24,593 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: 6,355 shares; 2025Q1: 11,055 shares; 2025Q2: 14,802 shares; 2025Q3: 22,387 shares; 2025Q4: 27,405 shares; 2026Q1: 43,560 shares 43,560 $2.06M 0.49% +16,155 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: 5,607 shares; 2024Q4: 5,654 shares; 2025Q1: 5,616 shares; 2025Q2: 5,576 shares; 2025Q3: 5,558 shares; 2025Q4: 5,829 shares; 2026Q1: 5,532 shares 5,532 $2.04M 0.49% -297 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: 8,946 shares; 2025Q2: 16,614 shares; 2025Q3: 24,052 shares; 2025Q4: 26,998 shares; 2026Q1: 37,321 shares 37,321 $1.85M 0.44% +10,323 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,789 shares; 2024Q4: 13,902 shares; 2025Q1: 14,641 shares; 2025Q2: 16,076 shares; 2025Q3: 17,759 shares; 2025Q4: 21,473 shares; 2026Q1: 23,675 shares 23,675 $1.7M 0.41% +2,202 Timeline FV 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: 35,845 shares; 2024Q4: 36,812 shares; 2025Q1: 38,685 shares; 2025Q2: 33,312 shares; 2025Q3: 29,283 shares; 2025Q4: 27,499 shares; 2026Q1: 28,043 shares 28,043 $1.7M 0.41% +544 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,248 shares; 2024Q4: 119,737 shares; 2025Q1: 66,436 shares; 2025Q2: 42,388 shares; 2025Q3: 42,767 shares; 2025Q4: 39,546 shares; 2026Q1: 37,728 shares 37,728 $1.62M 0.39% -1,818 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,308 shares; 2025Q1: 4,638 shares; 2025Q2: 5,344 shares; 2025Q3: 5,356 shares; 2025Q4: 5,220 shares; 2026Q1: 5,425 shares 5,425 $1.6M 0.38% +205 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 5,873 shares; 2025Q1: 5,944 shares; 2025Q2: 3,015 shares; 2025Q3: 2,713 shares; 2025Q4: 2,398 shares; 2026Q1: 4,486 shares 4,486 $1.52M 0.36% +2,088 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,874 shares; 2024Q4: 135,826 shares; 2025Q1: 61,904 shares; 2025Q2: 32,198 shares; 2025Q3: 31,129 shares; 2025Q4: 25,561 shares; 2026Q1: 31,791 shares 31,791 $1.5M 0.36% +6,230 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: 20,992 shares; 2024Q4: 21,252 shares; 2025Q1: 27,337 shares; 2025Q2: 27,337 shares; 2025Q3: 27,337 shares; 2025Q4: 16,061 shares; 2026Q1: 15,464 shares 15,464 $1.5M 0.36% -597 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: 9,352 shares; 2024Q4: 9,208 shares; 2025Q1: 9,235 shares; 2025Q2: 9,615 shares; 2025Q3: 9,039 shares; 2025Q4: 8,873 shares; 2026Q1: 8,687 shares 8,687 $1.48M 0.35% -186 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: 2,418 shares; 2024Q4: 2,434 shares; 2025Q1: 2,437 shares; 2025Q2: 2,455 shares; 2025Q3: 2,442 shares; 2025Q4: 2,468 shares; 2026Q1: 2,428 shares 2,428 $1.45M 0.35% -40 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: 13,002 shares; 2024Q4: 8,131 shares; 2025Q1: 22,297 shares; 2025Q2: 21,875 shares; 2025Q3: 20,719 shares; 2025Q4: 17,628 shares; 2026Q1: 16,019 shares 16,019 $1.39M 0.33% -1,609 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,230 shares; 2025Q3: 56,771 shares; 2025Q4: 57,327 shares; 2026Q1: 59,796 shares 59,796 $1.37M 0.33% +2,469 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: 2,133 shares; 2024Q4: 2,098 shares; 2025Q1: 2,343 shares; 2025Q2: 3,138 shares; 2025Q3: 3,754 shares; 2025Q4: 4,446 shares; 2026Q1: 3,915 shares 3,915 $1.33M 0.32% -531 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,695 shares; 2024Q4: 34,780 shares; 2025Q1: 32,230 shares; 2025Q2: 30,511 shares; 2025Q3: 43,223 shares; 2025Q4: 47,931 shares; 2026Q1: 51,396 shares 51,396 $1.31M 0.31% +3,465 Timeline XYLD 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: 24,416 shares; 2025Q4: 30,659 shares; 2026Q1: 33,553 shares 33,553 $1.31M 0.31% +2,894 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: 2,695 shares; 2024Q4: 2,572 shares; 2025Q1: 2,306 shares; 2025Q2: 2,509 shares; 2025Q3: 2,589 shares; 2025Q4: 2,652 shares; 2026Q1: 3,031 shares 3,031 $1.3M 0.31% +379 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: 7,568 shares; 2024Q4: 7,755 shares; 2025Q1: 8,633 shares; 2025Q2: 8,377 shares; 2025Q3: 8,383 shares; 2025Q4: 9,357 shares; 2026Q1: 10,164 shares 10,164 $1.27M 0.3% +807 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,725 shares; 2024Q4: 19,485 shares; 2025Q1: 19,485 shares; 2025Q2: 21,235 shares; 2025Q3: 21,835 shares; 2025Q4: 22,510 shares; 2026Q1: 23,860 shares 23,860 $1.24M 0.3% +1,350 Timeline WEEL 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 reported; 2025Q4: 21,850 shares; 2026Q1: 63,025 shares 63,025 $1.22M 0.29% +41,175 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,238 shares; 2024Q4: 23,517 shares; 2025Q1: 24,184 shares; 2025Q2: 24,020 shares; 2025Q3: 25,163 shares; 2025Q4: 24,183 shares; 2026Q1: 24,126 shares 24,126 $1.22M 0.29% -57 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,243 shares; 2024Q4: 24,016 shares; 2025Q1: 23,865 shares; 2025Q2: 23,434 shares; 2025Q3: 21,166 shares; 2025Q4: 18,794 shares; 2026Q1: 19,062 shares 19,062 $1.19M 0.29% +268 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,684 shares; 2025Q2: 34,953 shares; 2025Q3: 41,371 shares; 2025Q4: 45,746 shares; 2026Q1: 49,461 shares 49,461 $1.18M 0.28% +3,715 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 2,669 shares; 2025Q1: 2,443 shares; 2025Q2: 3,132 shares; 2025Q3: 2,729 shares; 2025Q4: 2,364 shares; 2026Q1: 2,917 shares 2,917 $1.16M 0.28% +553 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,960 shares; 2024Q4: 18,410 shares; 2025Q1: 27,034 shares; 2025Q2: 28,216 shares; 2025Q3: 26,780 shares; 2025Q4: 17,823 shares; 2026Q1: 21,800 shares 21,800 $1.1M 0.26% +3,977 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 795 shares; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,852 shares; 2025Q4: 1,935 shares; 2026Q1: 1,965 shares 1,965 $1.08M 0.26% +30 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,030 shares; 2024Q4: 86,359 shares; 2025Q1: 16,151 shares; 2025Q2: 13,589 shares; 2025Q3: 13,019 shares; 2025Q4: 13,385 shares; 2026Q1: 13,460 shares 13,460 $1.07M 0.26% +75 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,342 shares; 2025Q1: 31,994 shares; 2025Q2: 52,762 shares; 2025Q3: 55,423 shares; 2025Q4: 41,392 shares; 2026Q1: 27,416 shares 27,416 $1.07M 0.25% -13,976 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,500 shares; 2025Q4: 32,425 shares; 2026Q1: 60,106 shares 60,106 $1.01M 0.24% +27,681 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: 4,300 shares; 2024Q4: 9,191 shares; 2025Q1: 10,626 shares; 2025Q2: 11,035 shares; 2025Q3: 12,288 shares; 2025Q4: 13,023 shares; 2026Q1: 12,491 shares 12,491 $971K 0.23% -532 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,603 shares; 2024Q4: 41,013 shares; 2025Q1: 20,687 shares; 2025Q2: 14,871 shares; 2025Q3: 15,095 shares; 2025Q4: 15,279 shares; 2026Q1: 15,350 shares 15,350 $963K 0.23% +71 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,050 shares; 2026Q1: 32,010 shares 32,010 $953K 0.23% +19,960 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: 21,319 shares; 2024Q4: 19,850 shares; 2025Q1: 21,769 shares; 2025Q2: 20,740 shares; 2025Q3: 19,569 shares; 2025Q4: 18,915 shares; 2026Q1: 18,767 shares 18,767 $942K 0.23% -148 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,455 shares; 2025Q1: 2,468 shares; 2025Q2: 2,775 shares; 2025Q3: 2,698 shares; 2025Q4: 2,715 shares; 2026Q1: 2,722 shares 2,722 $896K 0.21% +7 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,545 shares 9,545 $888K 0.21% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 14,043 shares; 2025Q3: 13,482 shares; 2025Q4: 13,219 shares; 2026Q1: 3,663 shares 3,663 $857K 0.2% -9,556 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: 28,760 shares; 2024Q4: 33,444 shares; 2025Q1: 37,849 shares; 2025Q2: 43,401 shares; 2025Q3: 42,456 shares; 2025Q4: 47,343 shares; 2026Q1: 17,338 shares 17,338 $856K 0.2% -30,005 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: 12,276 shares; 2024Q4: 12,266 shares; 2025Q1: 12,166 shares; 2025Q2: 11,233 shares; 2025Q3: 10,753 shares; 2025Q4: 9,187 shares; 2026Q1: 8,715 shares 8,715 $844K 0.2% -472 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: 1,498 shares; 2024Q4: 1,369 shares; 2025Q1: 1,398 shares; 2025Q2: 1,169 shares; 2025Q3: 1,042 shares; 2025Q4: 879 shares; 2026Q1: 844 shares 844 $843K 0.2% -35 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: 6,678 shares; 2024Q4: 6,678 shares; 2025Q1: 6,678 shares; 2025Q2: 6,629 shares; 2025Q3: 6,630 shares; 2025Q4: 6,557 shares; 2026Q1: 6,558 shares 6,558 $840K 0.2% +1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 5,240 shares; 2025Q1: 5,850 shares; 2025Q2: 5,200 shares; 2025Q3: 4,628 shares; 2025Q4: 1,531 shares; 2026Q1: 1,344 shares 1,344 $835K 0.2% -187 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 11,368 shares; 2025Q1: 11,368 shares; 2025Q2: 11,088 shares; 2025Q3: 11,088 shares; 2025Q4: 11,082 shares; 2026Q1: 11,065 shares 11,065 $822K 0.2% -17 Timeline TTEQ 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,533 shares 26,533 $803K 0.19% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,450 shares; 2024Q4: 36,168 shares; 2025Q1: 41,918 shares; 2025Q2: 40,523 shares; 2025Q3: 32,215 shares; 2025Q4: 19,842 shares; 2026Q1: 17,852 shares 17,852 $801K 0.19% -1,990 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: 32,370 shares; 2024Q4: 29,478 shares; 2025Q1: 29,228 shares; 2025Q2: 30,586 shares; 2025Q3: 44,303 shares; 2025Q4: 27,219 shares; 2026Q1: 27,607 shares 27,607 $801K 0.19% +388 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; 2024Q2: restricted; 2024Q3: 46,085 shares; 2024Q4: 45,840 shares; 2025Q1: 45,840 shares; 2025Q2: 45,840 shares; 2025Q3: 45,841 shares; 2025Q4: 45,840 shares; 2026Q1: 45,840 shares 45,840 $784K 0.19% 0 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: 21,010 shares; 2024Q4: 32,960 shares; 2025Q1: 45,760 shares; 2025Q2: 44,545 shares; 2025Q3: 44,969 shares; 2025Q4: 44,911 shares; 2026Q1: 45,390 shares 45,390 $778K 0.19% +479 Timeline TDVG 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; 2024Q2: restricted; 2024Q3: 15,717 shares; 2024Q4: 15,914 shares; 2025Q1: 15,999 shares; 2025Q2: 16,756 shares; 2025Q3: 16,884 shares; 2025Q4: 17,718 shares; 2026Q1: 17,255 shares 17,255 $771K 0.18% -463 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,050 shares; 2024Q4: 16,050 shares; 2025Q1: 16,050 shares; 2025Q2: 16,050 shares; 2025Q3: 16,050 shares; 2025Q4: 16,050 shares; 2026Q1: 15,925 shares 15,925 $766K 0.18% -125 Timeline GOVI 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: 186,911 shares; 2025Q2: 266,864 shares; 2025Q3: 271,935 shares; 2025Q4: 147,422 shares; 2026Q1: 27,587 shares 27,587 $753K 0.18% -119,835 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: 1,591 shares; 2024Q4: 1,570 shares; 2025Q1: 1,641 shares; 2025Q2: 1,702 shares; 2025Q3: 2,088 shares; 2025Q4: 1,823 shares; 2026Q1: 1,918 shares 1,918 $749K 0.18% +95 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,517 shares; 2025Q1: 2,429 shares; 2025Q2: 2,705 shares; 2025Q3: 2,686 shares; 2025Q4: 2,463 shares; 2026Q1: 2,459 shares 2,459 $746K 0.18% -4 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,315 shares 19,315 $736K 0.18% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,076 shares; 2025Q4: 5,598 shares; 2026Q1: 9,420 shares 9,420 $730K 0.17% +3,822 Timeline TGLR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 16,078 shares; 2025Q1: 16,646 shares; 2025Q2: 16,397 shares; 2025Q3: 16,907 shares; 2025Q4: 18,776 shares; 2026Q1: 19,928 shares 19,928 $722K 0.17% +1,152 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,526 shares 10,526 $717K 0.17% 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: 1,146 shares; 2024Q4: 1,252 shares; 2025Q1: 1,244 shares; 2025Q2: 1,288 shares; 2025Q3: 1,174 shares; 2025Q4: 1,001 shares; 2026Q1: 1,006 shares 1,006 $713K 0.17% +5 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 2,227 shares; 2025Q2: 2,173 shares; 2025Q3: 2,197 shares; 2025Q4: 2,743 shares; 2026Q1: 2,173 shares 2,173 $698K 0.17% -570 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: 12,241 shares; 2024Q4: 11,364 shares; 2025Q1: 11,335 shares; 2025Q2: 11,086 shares; 2025Q3: 10,921 shares; 2025Q4: 10,380 shares; 2026Q1: 10,456 shares 10,456 $690K 0.17% +76 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,600 shares; 2025Q2: 44,600 shares; 2025Q3: 44,600 shares; 2025Q4: 44,600 shares; 2026Q1: 44,500 shares 44,500 $664K 0.16% -100 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,945 shares; 2024Q4: 81,948 shares; 2025Q1: 9,162 shares; 2025Q2: 9,237 shares; 2025Q3: 12,303 shares; 2025Q4: 14,858 shares; 2026Q1: 16,203 shares 16,203 $650K 0.16% +1,345 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 17,235 shares; 2025Q1: 17,235 shares; 2025Q2: 17,235 shares; 2025Q3: 17,235 shares; 2025Q4: 17,235 shares; 2026Q1: 17,235 shares 17,235 $642K 0.15% 0 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: 2,364 shares; 2024Q4: 2,367 shares; 2025Q1: 2,399 shares; 2025Q2: 2,823 shares; 2025Q3: 2,803 shares; 2025Q4: 2,807 shares; 2026Q1: 2,605 shares 2,605 $638K 0.15% -202 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,597 shares; 2025Q1: 3,253 shares; 2025Q2: 3,807 shares; 2025Q3: 4,082 shares; 2025Q4: 4,223 shares; 2026Q1: 2,250 shares 2,250 $631K 0.15% -1,973 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: 4,151 shares; 2025Q4: 4,153 shares; 2026Q1: 2,104 shares 2,104 $624K 0.15% -2,049 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,843 shares; 2025Q3: 11,136 shares; 2025Q4: 11,505 shares; 2026Q1: 12,172 shares 12,172 $619K 0.15% +667 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: 5,391 shares; 2024Q4: 5,385 shares; 2025Q1: 5,311 shares; 2025Q2: 5,754 shares; 2025Q3: 5,710 shares; 2025Q4: 5,761 shares; 2026Q1: 6,616 shares 6,616 $615K 0.15% +855 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,750 shares 21,750 $595K 0.14% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,693 shares; 2024Q4: 24,768 shares; 2025Q1: 24,874 shares; 2025Q2: 25,151 shares; 2025Q3: 25,230 shares; 2025Q4: 22,864 shares; 2026Q1: 22,916 shares 22,916 $593K 0.14% +52 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: 3,280 shares; 2024Q4: 3,316 shares; 2025Q1: 3,175 shares; 2025Q2: 3,060 shares; 2025Q3: 2,719 shares; 2025Q4: 2,712 shares; 2026Q1: 2,714 shares 2,714 $592K 0.14% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,994 shares; 2025Q2: 6,889 shares; 2025Q3: 6,826 shares; 2025Q4: 4,285 shares; 2026Q1: 4,338 shares 4,338 $590K 0.14% +53 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 966 shares; 2025Q1: 1,052 shares; 2025Q2: 1,191 shares; 2025Q3: 1,287 shares; 2025Q4: 1,365 shares; 2026Q1: 1,273 shares 1,273 $587K 0.14% -92 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD 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: 8,223 shares; 2025Q4: 7,828 shares; 2026Q1: 3,246 shares 3,246 $570K 0.14% -4,582 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,585 shares; 2024Q4: 15,585 shares; 2025Q1: 13,585 shares; 2025Q2: 13,585 shares; 2025Q3: 13,585 shares; 2025Q4: 13,585 shares; 2026Q1: 13,585 shares 13,585 $568K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 6,290 shares; 2025Q3: 7,894 shares; 2025Q4: 10,429 shares; 2026Q1: 5,080 shares 5,080 $563K 0.13% -5,349 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 25,380 shares; 2025Q1: 25,380 shares; 2025Q2: 20,126 shares; 2025Q3: 14,601 shares; 2025Q4: 14,401 shares; 2026Q1: 14,311 shares 14,311 $556K 0.13% -90 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,102 shares; 2025Q2: 16,900 shares; 2025Q3: 12,677 shares; 2025Q4: 11,907 shares; 2026Q1: 11,515 shares 11,515 $553K 0.13% -392 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,329 shares; 2025Q4: 7,329 shares; 2026Q1: 7,329 shares 7,329 $552K 0.13% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,122 shares; 2025Q1: 4,197 shares; 2025Q2: 4,512 shares; 2025Q3: 4,982 shares; 2025Q4: 4,523 shares; 2026Q1: 4,754 shares 4,754 $548K 0.13% +231 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,101 shares 24,101 $546K 0.13% new 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; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 5,672 shares; 2025Q1: 7,888 shares; 2025Q2: 7,484 shares; 2025Q3: 7,575 shares; 2025Q4: 8,498 shares; 2026Q1: 9,960 shares 9,960 $544K 0.13% +1,462 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 13,499 shares; 2025Q1: 13,448 shares; 2025Q2: 13,467 shares; 2025Q3: 13,416 shares; 2025Q4: 27,922 shares; 2026Q1: 23,727 shares 23,727 $544K 0.13% -4,195 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 19,213 shares; 2025Q1: 19,956 shares; 2025Q2: 29,604 shares; 2025Q3: 19,392 shares; 2025Q4: 17,090 shares; 2026Q1: 19,353 shares 19,353 $544K 0.13% +2,263 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: 1,968 shares; 2024Q4: 3,603 shares; 2025Q1: 3,476 shares; 2025Q2: 3,618 shares; 2025Q3: 3,285 shares; 2025Q4: 2,895 shares; 2026Q1: 3,353 shares 3,353 $538K 0.13% +458 Timeline FBT 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: 26,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,560 shares 2,560 $514K 0.12% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 8,666 shares; 2025Q4: 9,424 shares; 2026Q1: 9,815 shares 9,815 $500K 0.12% +391 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,950 shares; 2025Q4: 21,460 shares; 2026Q1: 24,320 shares 24,320 $496K 0.12% +2,860 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,970 shares; 2025Q1: 8,720 shares; 2025Q2: 7,495 shares; 2025Q3: 7,495 shares; 2025Q4: 5,970 shares; 2026Q1: 7,233 shares 7,233 $494K 0.12% +1,263 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 6,118 shares; 2025Q1: 6,072 shares; 2025Q2: 6,011 shares; 2025Q3: 5,421 shares; 2025Q4: 5,922 shares; 2026Q1: 5,929 shares 5,929 $491K 0.12% +7 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,210 shares; 2025Q1: 17,155 shares; 2025Q2: 11,080 shares; 2025Q3: 11,080 shares; 2025Q4: 11,404 shares; 2026Q1: 11,404 shares 11,404 $485K 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,807 shares; 2025Q1: 1,509 shares; 2025Q2: 2,284 shares; 2025Q3: 2,290 shares; 2025Q4: 2,210 shares; 2026Q1: 2,505 shares 2,505 $484K 0.12% +295 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: 5,373 shares; 2024Q4: 4,961 shares; 2025Q1: 8,443 shares; 2025Q2: 8,134 shares; 2025Q3: 8,039 shares; 2025Q4: 8,609 shares; 2026Q1: 7,505 shares 7,505 $481K 0.12% -1,104 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,916 shares; 2025Q4: 6,034 shares; 2026Q1: 5,201 shares 5,201 $478K 0.11% -833 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,331 shares; 2025Q1: 2,343 shares; 2025Q2: 2,242 shares; 2025Q3: 2,240 shares; 2025Q4: 2,160 shares; 2026Q1: 2,085 shares 2,085 $470K 0.11% -75 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 1,796 shares; 2025Q1: 2,031 shares; 2025Q2: 2,230 shares; 2025Q3: 2,680 shares; 2025Q4: 2,103 shares; 2026Q1: 2,346 shares 2,346 $467K 0.11% +243 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 43,017 shares; 2025Q4: 41,047 shares; 2026Q1: 40,712 shares 40,712 $467K 0.11% -335 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,670 shares; 2025Q4: 11,670 shares; 2026Q1: 11,595 shares 11,595 $461K 0.11% -75 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,999 shares 6,999 $456K 0.11% new Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,679 shares 16,679 $447K 0.11% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,422 shares; 2024Q4: 92,769 shares; 2025Q1: 103,994 shares; 2025Q2: 98,963 shares; 2025Q3: 95,242 shares; 2025Q4: 82,260 shares; 2026Q1: 81,482 shares 81,482 $433K 0.1% -778 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,946 shares; 2024Q4: 46,464 shares; 2025Q1: 46,108 shares; 2025Q2: 49,886 shares; 2025Q3: 45,831 shares; 2025Q4: 45,688 shares; 2026Q1: 52,945 shares 52,945 $433K 0.1% +7,257 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 15,513 shares; 2026Q1: 2,606 shares 2,606 $426K 0.1% -12,907 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: 2,260 shares; 2024Q4: 2,261 shares; 2025Q1: 2,223 shares; 2025Q2: 2,121 shares; 2025Q3: 2,114 shares; 2025Q4: 4,351 shares; 2026Q1: 2,036 shares 2,036 $423K 0.1% -2,315 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,341 shares; 2024Q4: 51,624 shares; 2025Q1: 50,761 shares; 2025Q2: 61,706 shares; 2025Q3: 49,239 shares; 2025Q4: 52,080 shares; 2026Q1: 57,260 shares 57,260 $417K 0.1% +5,180 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,255 shares; 2025Q1: 1,168 shares; 2025Q2: 1,259 shares; 2025Q3: 1,313 shares; 2025Q4: 1,231 shares; 2026Q1: 960 shares 960 $416K 0.1% -271 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: 13,230 shares; 2024Q4: 13,272 shares; 2025Q1: 12,616 shares; 2025Q2: 12,675 shares; 2025Q3: 11,999 shares; 2025Q4: 8,477 shares; 2026Q1: 8,344 shares 8,344 $407K 0.1% -133 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,057 shares; 2025Q1: 2,262 shares; 2025Q2: 2,111 shares; 2025Q3: 2,041 shares; 2025Q4: 2,678 shares; 2026Q1: 2,764 shares 2,764 $406K 0.1% +86 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; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares 1,335 $404K 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,620 shares; 2026Q1: 5,033 shares 5,033 $402K 0.1% +2,413 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,550 shares 15,550 $397K 0.09% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,456 shares; 2025Q1: 17,960 shares; 2025Q2: 20,288 shares; 2025Q3: 15,780 shares; 2025Q4: 10,693 shares; 2026Q1: 10,325 shares 10,325 $397K 0.09% -368 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,660 shares; 2026Q1: 3,085 shares 3,085 $394K 0.09% +1,425 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,882 shares; 2024Q4: 12,007 shares; 2025Q1: 12,086 shares; 2025Q2: 12,004 shares; 2025Q3: 12,075 shares; 2025Q4: 11,888 shares; 2026Q1: 12,803 shares 12,803 $394K 0.09% +915 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,987 shares 1,987 $393K 0.09% new Timeline AUMI THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,235 shares; 2025Q2: not reported; 2025Q3: 4,005 shares; 2025Q4: 3,973 shares; 2026Q1: 4,070 shares 4,070 $393K 0.09% +97 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,484 shares; 2024Q4: 47,376 shares; 2025Q1: 63,640 shares; 2025Q2: 82,909 shares; 2025Q3: 87,144 shares; 2025Q4: 90,001 shares; 2026Q1: 95,347 shares 95,347 $393K 0.09% +5,346 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,868 shares; 2026Q1: 6,149 shares 6,149 $391K 0.09% +281 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,115 shares; 2025Q2: 11,090 shares; 2025Q3: 11,140 shares; 2025Q4: 8,070 shares; 2026Q1: 8,050 shares 8,050 $390K 0.09% -20 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 148 shares; 2026Q1: 225 shares 225 $389K 0.09% +77 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 21,540 shares; 2025Q1: 21,540 shares; 2025Q2: 21,540 shares; 2025Q3: 21,540 shares; 2025Q4: 21,540 shares; 2026Q1: 21,535 shares 21,535 $388K 0.09% -5 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 8,800 shares; 2025Q3: 12,575 shares; 2025Q4: 14,650 shares; 2026Q1: 13,250 shares 13,250 $387K 0.09% -1,400 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,122 shares; 2024Q4: 34,122 shares; 2025Q1: 34,122 shares; 2025Q2: 34,122 shares; 2025Q3: 34,122 shares; 2025Q4: 34,122 shares; 2026Q1: 34,122 shares 34,122 $385K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,263 shares; 2025Q4: 3,183 shares; 2026Q1: 3,503 shares 3,503 $382K 0.09% +320 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,326 shares; 2025Q1: 3,360 shares; 2025Q2: 3,495 shares; 2025Q3: 3,161 shares; 2025Q4: 2,294 shares; 2026Q1: 2,042 shares 2,042 $382K 0.09% -252 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,835 shares; 2025Q1: 3,454 shares; 2025Q2: 3,596 shares; 2025Q3: 2,526 shares; 2025Q4: 2,062 shares; 2026Q1: 2,336 shares 2,336 $379K 0.09% +274 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,633 shares; 2025Q1: 2,589 shares; 2025Q2: 2,590 shares; 2025Q3: 2,829 shares; 2025Q4: 2,436 shares; 2026Q1: 2,584 shares 2,584 $375K 0.09% +148 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 26,253 shares; 2025Q4: 19,673 shares; 2026Q1: 23,376 shares 23,376 $372K 0.09% +3,703 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 17,565 shares; 2025Q3: not reported; 2025Q4: 14,171 shares; 2026Q1: 14,780 shares 14,780 $372K 0.09% +609 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $370K 0.09% 0 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: 2,630 shares; 2024Q4: 2,705 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,930 shares; 2026Q1: 2,952 shares 2,952 $368K 0.09% +22 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 227 shares; 2025Q4: 259 shares; 2026Q1: 276 shares 276 $365K 0.09% +17 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,750 shares; 2025Q1: 10,750 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $359K 0.09% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,624 shares; 2025Q1: 2,542 shares; 2025Q2: 2,333 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares 1,264 $357K 0.09% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 645 shares; 2025Q1: 681 shares; 2025Q2: 695 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 679 shares 679 $340K 0.08% -17 Timeline ARKQ ARK ETF TR More: the full row for ARK 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: 2,124 shares; 2025Q4: 2,458 shares; 2026Q1: 2,991 shares 2,991 $337K 0.08% +533 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,363 shares; 2025Q1: 1,274 shares; 2025Q2: 1,239 shares; 2025Q3: 1,263 shares; 2025Q4: 1,257 shares; 2026Q1: 1,244 shares 1,244 $332K 0.08% -13 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,287 shares; 2025Q1: 1,269 shares; 2025Q2: 1,203 shares; 2025Q3: 1,177 shares; 2025Q4: 1,137 shares; 2026Q1: 1,061 shares 1,061 $332K 0.08% -76 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: 470 shares; 2024Q4: 471 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 598 shares; 2025Q4: 1,076 shares; 2026Q1: 474 shares 474 $332K 0.08% -602 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: 37,882 shares; 2024Q4: 35,505 shares; 2025Q1: 33,546 shares; 2025Q2: 33,008 shares; 2025Q3: 31,549 shares; 2025Q4: 24,636 shares; 2026Q1: 28,332 shares 28,332 $327K 0.08% +3,696 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: 3,053 shares; 2024Q4: 3,039 shares; 2025Q1: 3,034 shares; 2025Q2: 2,839 shares; 2025Q3: 2,603 shares; 2025Q4: 2,607 shares; 2026Q1: 2,609 shares 2,609 $325K 0.08% +2 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,214 shares; 2025Q2: 1,364 shares; 2025Q3: 1,367 shares; 2025Q4: 1,369 shares; 2026Q1: 1,371 shares 1,371 $324K 0.08% +2 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: 6,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,556 shares; 2025Q4: 6,093 shares; 2026Q1: 7,343 shares 7,343 $324K 0.08% +1,250 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,752 shares; 2026Q1: 1,280 shares 1,280 $321K 0.08% -1,472 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: 1,899 shares; 2025Q4: 1,295 shares; 2026Q1: 1,470 shares 1,470 $316K 0.08% +175 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 501 shares; 2025Q1: 357 shares; 2025Q2: 282 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 287 shares 287 $313K 0.07% +10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,192 shares; 2025Q1: 4,760 shares; 2025Q2: 4,154 shares; 2025Q3: 3,733 shares; 2025Q4: 2,107 shares; 2026Q1: 2,139 shares 2,139 $312K 0.07% +32 Timeline PWV 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: 3,595 shares; 2024Q4: 3,606 shares; 2025Q1: 3,616 shares; 2025Q2: 3,630 shares; 2025Q3: 3,640 shares; 2025Q4: 4,451 shares; 2026Q1: 4,452 shares 4,452 $310K 0.07% +1 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; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,898 shares; 2025Q1: 1,274 shares; 2025Q2: 1,218 shares; 2025Q3: 1,331 shares; 2025Q4: 1,380 shares; 2026Q1: 1,553 shares 1,553 $308K 0.07% +173 Timeline TCAL 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,408 shares; 2025Q4: 25,532 shares; 2026Q1: 13,765 shares 13,765 $308K 0.07% -11,767 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: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,327 shares; 2025Q2: 1,423 shares; 2025Q3: 1,013 shares; 2025Q4: 2,895 shares; 2026Q1: 2,260 shares 2,260 $301K 0.07% -635 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares 8,850 $299K 0.07% 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: 1,146 shares; 2025Q4: 876 shares; 2026Q1: 866 shares 866 $297K 0.07% -10 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,671 shares; 2025Q1: 2,676 shares; 2025Q2: 2,681 shares; 2025Q3: 2,676 shares; 2025Q4: 2,331 shares; 2026Q1: 2,130 shares 2,130 $297K 0.07% -201 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; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,991 shares; 2025Q1: 6,011 shares; 2025Q2: 6,094 shares; 2025Q3: 5,954 shares; 2025Q4: 5,748 shares; 2026Q1: 5,253 shares 5,253 $296K 0.07% -495 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,826 shares; 2024Q4: 6,592 shares; 2025Q1: 4,109 shares; 2025Q2: 3,667 shares; 2025Q3: 4,135 shares; 2025Q4: 3,882 shares; 2026Q1: 6,530 shares 6,530 $295K 0.07% +2,648 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: 1,952 shares; 2024Q4: 1,959 shares; 2025Q1: 1,967 shares; 2025Q2: 5,663 shares; 2025Q3: 2,821 shares; 2025Q4: 1,881 shares; 2026Q1: 1,988 shares 1,988 $295K 0.07% +107 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,610 shares; 2025Q2: 1,623 shares; 2025Q3: 1,663 shares; 2025Q4: 1,677 shares; 2026Q1: 1,939 shares 1,939 $294K 0.07% +262 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,792 shares; 2025Q1: 1,825 shares; 2025Q2: 1,918 shares; 2025Q3: 1,741 shares; 2025Q4: 1,752 shares; 2026Q1: 1,765 shares 1,765 $293K 0.07% +13 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,587 shares; 2025Q1: 12,658 shares; 2025Q2: 12,658 shares; 2025Q3: 11,393 shares; 2025Q4: 8,997 shares; 2026Q1: 8,997 shares 8,997 $292K 0.07% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,786 shares; 2024Q4: 22,775 shares; 2025Q1: 22,775 shares; 2025Q2: 13,175 shares; 2025Q3: 11,175 shares; 2025Q4: 10,075 shares; 2026Q1: 10,075 shares 10,075 $290K 0.07% 0 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: 19,076 shares; 2024Q4: 18,053 shares; 2025Q1: 17,577 shares; 2025Q2: 11,118 shares; 2025Q3: 8,090 shares; 2025Q4: 5,146 shares; 2026Q1: 5,046 shares 5,046 $286K 0.07% -100 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares 7,850 $285K 0.07% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,301 shares; 2024Q4: 34,831 shares; 2025Q1: 31,585 shares; 2025Q2: 31,656 shares; 2025Q3: 31,120 shares; 2025Q4: 30,374 shares; 2026Q1: 31,613 shares 31,613 $274K 0.07% +1,239 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,055 shares; 2025Q1: 9,055 shares; 2025Q2: 6,930 shares; 2025Q3: 6,930 shares; 2025Q4: 6,800 shares; 2026Q1: 6,300 shares 6,300 $272K 0.06% -500 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 3,347 shares; 2026Q1: 4,059 shares 4,059 $271K 0.06% +712 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $270K 0.06% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,357 shares; 2025Q1: 6,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,443 shares 6,443 $268K 0.06% new Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,605 shares 10,605 $268K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,006 shares; 2025Q1: 1,969 shares; 2025Q2: 2,415 shares; 2025Q3: 2,417 shares; 2025Q4: 2,318 shares; 2026Q1: 2,074 shares 2,074 $268K 0.06% -244 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 13,825 shares; 2025Q1: 15,155 shares; 2025Q2: 14,475 shares; 2025Q3: 12,606 shares; 2025Q4: 12,206 shares; 2026Q1: 16,506 shares 16,506 $262K 0.06% +4,300 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 reported; 2025Q4: not reported; 2026Q1: 10,908 shares 10,908 $262K 0.06% new 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: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,237 shares 1,237 $261K 0.06% +94 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,693 shares; 2025Q4: 14,693 shares; 2026Q1: 14,693 shares 14,693 $261K 0.06% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 768 shares; 2025Q4: 767 shares; 2026Q1: 727 shares 727 $260K 0.06% -40 Timeline PULS 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: 6,656 shares; 2025Q3: 5,664 shares; 2025Q4: 5,259 shares; 2026Q1: 5,255 shares 5,255 $260K 0.06% -4 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: 1,244 shares; 2024Q4: 1,258 shares; 2025Q1: 1,395 shares; 2025Q2: 1,074 shares; 2025Q3: 1,921 shares; 2025Q4: 1,135 shares; 2026Q1: 1,067 shares 1,067 $259K 0.06% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares 5,597 $257K 0.06% new Timeline VCR 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: 770 shares; 2024Q4: 753 shares; 2025Q1: 754 shares; 2025Q2: 706 shares; 2025Q3: 711 shares; 2025Q4: 710 shares; 2026Q1: 711 shares 711 $256K 0.06% +1 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: 1,886 shares; 2024Q4: 1,376 shares; 2025Q1: 1,519 shares; 2025Q2: 4,166 shares; 2025Q3: 2,150 shares; 2025Q4: 4,015 shares; 2026Q1: 1,727 shares 1,727 $255K 0.06% -2,288 Timeline VOT 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: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 986 shares 986 $254K 0.06% +5 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,088 shares; 2025Q2: 10,088 shares; 2025Q3: 16,383 shares; 2025Q4: 13,605 shares; 2026Q1: 17,626 shares 17,626 $253K 0.06% +4,021 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,006 shares 18,006 $253K 0.06% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL 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: 6,755 shares; 2025Q3: 6,755 shares; 2025Q4: 6,555 shares; 2026Q1: 6,555 shares 6,555 $243K 0.06% 0 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; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,646 shares; 2025Q1: 4,682 shares; 2025Q2: 4,740 shares; 2025Q3: 4,800 shares; 2025Q4: 4,876 shares; 2026Q1: 4,914 shares 4,914 $240K 0.06% +38 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; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,109 shares; 2025Q1: 2,150 shares; 2025Q2: 2,177 shares; 2025Q3: 2,210 shares; 2025Q4: 2,228 shares; 2026Q1: 2,404 shares 2,404 $236K 0.06% +176 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares 5,450 $233K 0.06% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 2,218 shares 2,218 $231K 0.06% +503 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares 4,750 $230K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,079 shares; 2026Q1: 1,077 shares 1,077 $230K 0.06% -2 Timeline OKLL 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 reported; 2025Q4: not reported; 2026Q1: 37,730 shares 37,730 $228K 0.05% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5,491 shares; 2025Q1: 5,588 shares; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 4,856 shares; 2026Q1: 5,172 shares 5,172 $227K 0.05% +316 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 11,174 shares; 2025Q1: 11,215 shares; 2025Q2: 11,265 shares; 2025Q3: 11,314 shares; 2025Q4: 11,362 shares; 2026Q1: 10,552 shares 10,552 $223K 0.05% -810 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,478 shares 3,478 $218K 0.05% new Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,468 shares; 2025Q1: 6,523 shares; 2025Q2: 6,540 shares; 2025Q3: 6,406 shares; 2025Q4: 5,143 shares; 2026Q1: 4,688 shares 4,688 $216K 0.05% -455 Timeline GOOY 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: 13,100 shares; 2024Q4: 13,305 shares; 2025Q1: 13,604 shares; 2025Q2: 14,006 shares; 2025Q3: 14,523 shares; 2025Q4: 15,451 shares; 2026Q1: 16,974 shares 16,974 $216K 0.05% +1,523 Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,615 shares; 2026Q1: 6,615 shares 6,615 $214K 0.05% -1,000 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $213K 0.05% 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; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 7,442 shares; 2025Q1: 7,443 shares; 2025Q2: 7,448 shares; 2025Q3: 7,451 shares; 2025Q4: 4,426 shares; 2026Q1: 4,426 shares 4,426 $213K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $212K 0.05% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,570 shares 1,570 $211K 0.05% new Timeline BSMS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,858 shares; 2026Q1: 8,979 shares 8,979 $210K 0.05% -879 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $209K 0.05% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,700 shares; 2025Q4: 31,950 shares; 2026Q1: 30,050 shares 30,050 $209K 0.05% -1,900 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM 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: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $209K 0.05% 0 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: 743 shares; 2024Q4: 822 shares; 2025Q1: 837 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 689 shares; 2026Q1: 589 shares 589 $207K 0.05% -100 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,486 shares; 2025Q2: 5,669 shares; 2025Q3: 5,629 shares; 2025Q4: 10,809 shares; 2026Q1: 2,086 shares 2,086 $207K 0.05% -8,723 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 1,944 shares; 2026Q1: 714 shares 714 $204K 0.05% -1,230 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 reported; 2025Q4: not reported; 2026Q1: 8,192 shares 8,192 $203K 0.05% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $201K 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 1,930 shares; 2025Q1: not reported; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,738 shares; 2026Q1: 1,662 shares 1,662 $197K 0.05% -76 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,059 shares; 2026Q1: 17,059 shares 17,059 $197K 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,821 shares; 2026Q1: 6,845 shares 6,845 $197K 0.05% +24 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,981 shares; 2024Q4: 14,288 shares; 2025Q1: 14,348 shares; 2025Q2: 14,407 shares; 2025Q3: 14,468 shares; 2025Q4: 14,523 shares; 2026Q1: 13,088 shares 13,088 $181K 0.04% -1,435 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,312 shares; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: 1,878 shares; 2025Q4: 1,875 shares; 2026Q1: 1,850 shares 1,850 $175K 0.04% -25 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; 2024Q2: restricted; 2024Q3: 48,324 shares; 2024Q4: 51,799 shares; 2025Q1: 57,556 shares; 2025Q2: 56,531 shares; 2025Q3: 51,906 shares; 2025Q4: 43,478 shares; 2026Q1: 15,428 shares 15,428 $170K 0.04% -28,050 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,550 shares; 2025Q1: 10,550 shares; 2025Q2: 10,550 shares; 2025Q3: 10,550 shares; 2025Q4: not reported; 2026Q1: 12,800 shares 12,800 $160K 0.04% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650 $155K 0.04% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,786 shares; 2024Q4: 77,448 shares; 2025Q1: 71,910 shares; 2025Q2: 72,635 shares; 2025Q3: 67,432 shares; 2025Q4: 67,373 shares; 2026Q1: 58,393 shares 58,393 $152K 0.04% -8,980 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 12,938 shares; 2025Q1: 13,320 shares; 2025Q2: 11,993 shares; 2025Q3: 11,588 shares; 2025Q4: 12,694 shares; 2026Q1: 13,040 shares 13,040 $131K 0.03% +346 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,358 shares 10,358 $128K 0.03% new Timeline ADBG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,555 shares 24,555 $113K 0.03% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 16,054 shares; 2025Q1: 13,435 shares; 2025Q2: 13,443 shares; 2025Q3: 12,944 shares; 2025Q4: not reported; 2026Q1: 10,489 shares 10,489 $99.1K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,329 shares; 2025Q2: 3,155 shares; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 809 shares 809 $98.2K 0.02% +218 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,006 shares; 2024Q4: 36,276 shares; 2025Q1: 80,025 shares; 2025Q2: 64,548 shares; 2025Q3: 59,844 shares; 2025Q4: 33,039 shares; 2026Q1: 21,199 shares 21,199 $97.5K 0.02% -11,840 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares 141 $89.6K 0.02% new Timeline FIGG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,790 shares 65,790 $78.3K 0.02% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $76.7K 0.02% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,845 shares 3,845 $70.5K 0.02% new Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 13,796 shares; 2025Q1: 12,712 shares; 2025Q2: 12,773 shares; 2025Q3: 12,810 shares; 2025Q4: 12,861 shares; 2026Q1: 12,889 shares 12,889 $62.8K 0.02% +28 Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,100 shares; 2024Q4: 25,900 shares; 2025Q1: 24,650 shares; 2025Q2: 28,400 shares; 2025Q3: 23,800 shares; 2025Q4: 19,800 shares; 2026Q1: 21,800 shares 21,800 $49.7K 0.01% +2,000 Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,197 shares; 2026Q1: 15,197 shares 15,197 $49.7K 0.01% 0 Timeline OBIO ORCHESTRA BIOMED HLDGS INC More: the full row for ORCHESTRA BIOMED 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 reported; 2025Q4: not reported; 2026Q1: 10,562 shares 10,562 $44.9K 0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $17.1K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $16.2K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 561 shares; 2026Q1: 275 shares 275 $15.3K <0.01% -286 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 337 shares 337 $5.82K <0.01% +2 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $2.74K <0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $127 <0.01% new Timeline