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: 29,915 shares; 2024Q4: 24,078 shares; 2025Q1: 24,145 shares; 2025Q2: 15,668 shares; 2025Q3: 17,123 shares; 2025Q4: 18,950 shares; 2026Q1: 99,077 shares 99,077 $64.7M 2.52% +80,127 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: 33,293 shares; 2024Q4: 34,980 shares; 2025Q1: 35,661 shares; 2025Q2: 36,765 shares; 2025Q3: 65,268 shares; 2025Q4: 84,156 shares; 2026Q1: 214,976 shares 214,976 $54.6M 2.13% +130,820 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 165,335 shares; 2025Q1: 183,736 shares; 2025Q2: 204,293 shares; 2025Q3: 272,043 shares; 2025Q4: 284,720 shares; 2026Q1: 695,533 shares 695,533 $53.2M 2.07% +410,813 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: 25,246 shares; 2024Q4: 26,963 shares; 2025Q1: 29,540 shares; 2025Q2: 38,307 shares; 2025Q3: 48,371 shares; 2025Q4: 70,860 shares; 2026Q1: 219,824 shares 219,824 $38.3M 1.49% +148,964 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: 32,722 shares; 2024Q4: 32,493 shares; 2025Q1: 32,099 shares; 2025Q2: 29,547 shares; 2025Q3: 28,530 shares; 2025Q4: 28,133 shares; 2026Q1: 54,971 shares 54,971 $35.8M 1.39% +26,838 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,883 shares; 2026Q1: 343,115 shares 343,115 $32.8M 1.28% +174,232 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,376 shares; 2024Q4: 93,068 shares; 2025Q1: 97,623 shares; 2025Q2: 109,233 shares; 2025Q3: 115,867 shares; 2025Q4: 117,913 shares; 2026Q1: 272,522 shares 272,522 $30.3M 1.18% +154,609 Timeline TOUS 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: 834,698 shares 834,698 $28.8M 1.12% new Timeline SPAB 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: 235,386 shares; 2024Q4: 274,238 shares; 2025Q1: 284,007 shares; 2025Q2: 309,269 shares; 2025Q3: 387,189 shares; 2025Q4: 476,536 shares; 2026Q1: 1,107,920 shares 1,107,920 $28.4M 1.11% +631,384 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,330 shares; 2025Q2: 225,902 shares; 2025Q3: 452,912 shares; 2025Q4: 514,984 shares; 2026Q1: 1,038,649 shares 1,038,649 $27.2M 1.06% +523,665 Timeline SPTM 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: 5,454 shares; 2024Q4: 4,803 shares; 2025Q1: 4,164 shares; 2025Q2: 45,102 shares; 2025Q3: 135,812 shares; 2025Q4: 152,980 shares; 2026Q1: 326,097 shares 326,097 $25.8M 1% +173,117 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,724 shares; 2024Q4: 58,956 shares; 2025Q1: 66,123 shares; 2025Q2: 82,426 shares; 2025Q3: 88,548 shares; 2025Q4: 91,598 shares; 2026Q1: 215,708 shares 215,708 $23.8M 0.93% +124,110 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,953 shares; 2024Q4: 23,483 shares; 2025Q1: 73,486 shares; 2025Q2: 107,722 shares; 2025Q3: 101,662 shares; 2025Q4: 89,073 shares; 2026Q1: 341,149 shares 341,149 $23.8M 0.93% +252,076 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: 3,361 shares; 2024Q4: 8,288 shares; 2025Q1: 8,991 shares; 2025Q2: 11,248 shares; 2025Q3: 11,904 shares; 2025Q4: 12,296 shares; 2026Q1: 63,175 shares 63,175 $23.2M 0.9% +50,879 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,530 shares; 2024Q4: 130,846 shares; 2025Q1: 148,349 shares; 2025Q2: 152,530 shares; 2025Q3: 151,448 shares; 2025Q4: 157,261 shares; 2026Q1: 495,031 shares 495,031 $22.9M 0.89% +337,770 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: 13,868 shares; 2024Q4: 14,736 shares; 2025Q1: 15,351 shares; 2025Q2: 16,262 shares; 2025Q3: 16,819 shares; 2025Q4: 19,067 shares; 2026Q1: 60,917 shares 60,917 $22.5M 0.88% +41,850 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: 14,016 shares; 2024Q4: 14,530 shares; 2025Q1: 14,762 shares; 2025Q2: 16,513 shares; 2025Q3: 23,383 shares; 2025Q4: 28,838 shares; 2026Q1: 69,983 shares 69,983 $22.5M 0.87% +41,145 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,847 shares; 2025Q4: 113,927 shares; 2026Q1: 238,998 shares 238,998 $21.9M 0.85% +125,071 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 21,549 shares; 2025Q1: 26,188 shares; 2025Q2: 28,327 shares; 2025Q3: 149,345 shares; 2025Q4: 153,404 shares; 2026Q1: 360,020 shares 360,020 $21.5M 0.84% +206,616 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,843 shares; 2024Q4: 177,734 shares; 2025Q1: 176,164 shares; 2025Q2: 173,795 shares; 2025Q3: 179,344 shares; 2025Q4: 212,563 shares; 2026Q1: 452,776 shares 452,776 $21.3M 0.83% +240,213 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: 20,213 shares; 2024Q4: 21,257 shares; 2025Q1: 24,808 shares; 2025Q2: 29,721 shares; 2025Q3: 30,872 shares; 2025Q4: 33,346 shares; 2026Q1: 101,990 shares 101,990 $21.2M 0.83% +68,644 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: 102,118 shares; 2024Q4: 89,375 shares; 2025Q1: 94,896 shares; 2025Q2: 105,604 shares; 2025Q3: 116,950 shares; 2025Q4: 133,235 shares; 2026Q1: 366,709 shares 366,709 $20.7M 0.81% +233,474 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: 10,233 shares; 2024Q4: 11,178 shares; 2025Q1: 16,629 shares; 2025Q2: 20,422 shares; 2025Q3: 22,818 shares; 2025Q4: 37,693 shares; 2026Q1: 98,088 shares 98,088 $20.7M 0.81% +60,395 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: 10,615 shares; 2024Q4: 10,872 shares; 2025Q1: 12,249 shares; 2025Q2: 12,242 shares; 2025Q3: 12,378 shares; 2025Q4: 19,126 shares; 2026Q1: 69,027 shares 69,027 $19.8M 0.77% +49,901 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,032 shares; 2024Q4: 47,977 shares; 2025Q1: 50,214 shares; 2025Q2: 51,917 shares; 2025Q3: 54,026 shares; 2025Q4: 57,305 shares; 2026Q1: 174,730 shares 174,730 $19.8M 0.77% +117,425 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,105 shares; 2024Q4: 72,814 shares; 2025Q1: 77,450 shares; 2025Q2: 82,653 shares; 2025Q3: 96,247 shares; 2025Q4: 112,315 shares; 2026Q1: 315,300 shares 315,300 $18.3M 0.71% +202,985 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: 8,751 shares; 2024Q4: 8,788 shares; 2025Q1: 8,613 shares; 2025Q2: 7,929 shares; 2025Q3: 11,002 shares; 2025Q4: 11,566 shares; 2026Q1: 122,539 shares 122,539 $18.1M 0.71% +110,973 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,414 shares; 2024Q4: 83,874 shares; 2025Q1: 85,494 shares; 2025Q2: 91,216 shares; 2025Q3: 95,233 shares; 2025Q4: 96,391 shares; 2026Q1: 210,314 shares 210,314 $17.8M 0.7% +113,923 Timeline UCON 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: 18,283 shares; 2024Q4: 10,534 shares; 2025Q1: 8,912 shares; 2025Q2: not reported; 2025Q3: 232,693 shares; 2025Q4: 311,137 shares; 2026Q1: 690,142 shares 690,142 $17.1M 0.67% +379,005 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: 72,164 shares; 2024Q4: 53,943 shares; 2025Q1: 60,256 shares; 2025Q2: 103,766 shares; 2025Q3: 114,021 shares; 2025Q4: 129,947 shares; 2026Q1: 249,140 shares 249,140 $17M 0.66% +119,193 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: 15,704 shares; 2024Q4: 19,120 shares; 2025Q1: 98,842 shares; 2025Q2: 106,698 shares; 2025Q3: 125,633 shares; 2025Q4: 136,527 shares; 2026Q1: 324,790 shares 324,790 $16.9M 0.66% +188,263 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,315 shares; 2025Q4: 79,729 shares; 2026Q1: 176,020 shares 176,020 $16.9M 0.66% +96,291 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 74,254 shares; 2025Q1: 81,943 shares; 2025Q2: 89,890 shares; 2025Q3: 90,703 shares; 2025Q4: 94,709 shares; 2026Q1: 225,948 shares 225,948 $16.5M 0.64% +131,239 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,180 shares; 2024Q4: 95,975 shares; 2025Q1: 117,185 shares; 2025Q2: 109,837 shares; 2025Q3: 107,273 shares; 2025Q4: 84,867 shares; 2026Q1: 169,052 shares 169,052 $15.7M 0.61% +84,185 Timeline DGRW 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: 27,035 shares; 2024Q4: 27,242 shares; 2025Q1: 75,240 shares; 2025Q2: 72,223 shares; 2025Q3: 72,750 shares; 2025Q4: 90,259 shares; 2026Q1: 177,509 shares 177,509 $15.6M 0.61% +87,250 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: 1,740 shares; 2024Q4: 1,516 shares; 2025Q1: 1,585 shares; 2025Q2: 2,349 shares; 2025Q3: 2,362 shares; 2025Q4: 7,897 shares; 2026Q1: 36,184 shares 36,184 $15.6M 0.61% +28,287 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,661 shares; 2024Q4: 58,808 shares; 2025Q1: 46,200 shares; 2025Q2: 78,011 shares; 2025Q3: 71,511 shares; 2025Q4: 68,493 shares; 2026Q1: 199,828 shares 199,828 $14.9M 0.58% +131,335 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: 88,948 shares; 2024Q4: 88,565 shares; 2025Q1: 183,650 shares; 2025Q2: 183,701 shares; 2025Q3: 195,241 shares; 2025Q4: 218,784 shares; 2026Q1: 437,526 shares 437,526 $14.8M 0.58% +218,742 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,551 shares; 2024Q4: 14,801 shares; 2025Q1: 106,766 shares; 2025Q2: 117,647 shares; 2025Q3: 137,953 shares; 2025Q4: 146,948 shares; 2026Q1: 351,046 shares 351,046 $13.8M 0.54% +204,098 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,263 shares; 2024Q4: 28,424 shares; 2025Q1: 29,194 shares; 2025Q2: 30,700 shares; 2025Q3: 24,881 shares; 2025Q4: 27,392 shares; 2026Q1: 69,262 shares 69,262 $13.6M 0.53% +41,870 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171 shares; 2026Q1: 50,797 shares 50,797 $13.3M 0.52% +49,626 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: not reported; 2024Q4: not reported; 2025Q1: 23,778 shares; 2025Q2: 23,596 shares; 2025Q3: 108,446 shares; 2025Q4: 107,753 shares; 2026Q1: 214,630 shares 214,630 $13M 0.51% +106,877 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 23,444 shares; 2025Q1: 25,814 shares; 2025Q2: 53,616 shares; 2025Q3: 55,817 shares; 2025Q4: 57,999 shares; 2026Q1: 132,366 shares 132,366 $13M 0.51% +74,367 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,600 shares; 2024Q4: 55,553 shares; 2025Q1: 58,588 shares; 2025Q2: 65,829 shares; 2025Q3: 69,179 shares; 2025Q4: 70,025 shares; 2026Q1: 160,483 shares 160,483 $12.9M 0.5% +90,458 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,918 shares 160,918 $12.8M 0.5% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,255 shares; 2025Q3: 73,183 shares; 2025Q4: 81,770 shares; 2026Q1: 388,529 shares 388,529 $12.8M 0.5% +306,759 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: 17,794 shares; 2024Q4: 10,271 shares; 2025Q1: 24,756 shares; 2025Q2: 17,572 shares; 2025Q3: 21,792 shares; 2025Q4: 25,633 shares; 2026Q1: 551,459 shares 551,459 $12.6M 0.49% +525,826 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 14,142 shares; 2025Q1: 21,888 shares; 2025Q2: 26,993 shares; 2025Q3: 35,938 shares; 2025Q4: 108,379 shares; 2026Q1: 296,837 shares 296,837 $12.6M 0.49% +188,458 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: 28,905 shares; 2024Q4: 31,690 shares; 2025Q1: 32,830 shares; 2025Q2: 32,544 shares; 2025Q3: 37,517 shares; 2025Q4: 40,398 shares; 2026Q1: 64,713 shares 64,713 $12.4M 0.48% +24,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,656 shares; 2026Q1: 239,812 shares 239,812 $12.1M 0.47% +156,156 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 15,953 shares; 2025Q1: 19,322 shares; 2025Q2: 24,810 shares; 2025Q3: 33,732 shares; 2025Q4: 64,625 shares; 2026Q1: 350,388 shares 350,388 $12.1M 0.47% +285,763 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 1,241 shares; 2026Q1: 41,268 shares 41,268 $11.9M 0.46% +40,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,939 shares 80,939 $11.7M 0.46% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,297 shares; 2024Q4: 37,657 shares; 2025Q1: 37,912 shares; 2025Q2: 36,259 shares; 2025Q3: 36,520 shares; 2025Q4: 35,588 shares; 2026Q1: 94,359 shares 94,359 $11.7M 0.46% +58,771 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: 4,021 shares; 2024Q4: 4,211 shares; 2025Q1: 4,145 shares; 2025Q2: 4,714 shares; 2025Q3: 5,194 shares; 2025Q4: 5,977 shares; 2026Q1: 20,362 shares 20,362 $11.6M 0.45% +14,385 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 15,523 shares; 2025Q1: 14,125 shares; 2025Q2: 89,258 shares; 2025Q3: 118,274 shares; 2025Q4: 149,353 shares; 2026Q1: 250,786 shares 250,786 $11.4M 0.45% +101,433 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: 7,211 shares; 2024Q4: 7,359 shares; 2025Q1: 8,016 shares; 2025Q2: 7,418 shares; 2025Q3: 15,890 shares; 2025Q4: 17,465 shares; 2026Q1: 19,046 shares 19,046 $11M 0.43% +1,581 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,197 shares; 2025Q2: 22,834 shares; 2025Q3: 48,087 shares; 2025Q4: 69,985 shares; 2026Q1: 356,920 shares 356,920 $10.9M 0.42% +286,935 Timeline TDIV 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: 36,349 shares; 2024Q4: 37,971 shares; 2025Q1: 47,893 shares; 2025Q2: 45,409 shares; 2025Q3: 48,637 shares; 2025Q4: 50,669 shares; 2026Q1: 113,434 shares 113,434 $10.6M 0.41% +62,765 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: 1,813 shares; 2024Q4: 2,306 shares; 2025Q1: 2,701 shares; 2025Q2: 2,755 shares; 2025Q3: 15,942 shares; 2025Q4: 17,053 shares; 2026Q1: 24,090 shares 24,090 $10.5M 0.41% +7,037 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 23,183 shares; 2025Q1: 25,122 shares; 2025Q2: 29,967 shares; 2025Q3: 29,728 shares; 2025Q4: 17,243 shares; 2026Q1: 54,766 shares 54,766 $10.5M 0.41% +37,523 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,734 shares; 2025Q1: 18,019 shares; 2025Q2: 22,763 shares; 2025Q3: 27,364 shares; 2025Q4: 30,730 shares; 2026Q1: 104,261 shares 104,261 $10.5M 0.41% +73,531 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 4,032 shares; 2025Q1: 4,901 shares; 2025Q2: 6,212 shares; 2025Q3: 8,637 shares; 2025Q4: 15,789 shares; 2026Q1: 75,902 shares 75,902 $10.5M 0.41% +60,113 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,594 shares; 2024Q4: 37,434 shares; 2025Q1: 40,519 shares; 2025Q2: 39,060 shares; 2025Q3: 44,237 shares; 2025Q4: 48,774 shares; 2026Q1: 135,702 shares 135,702 $10.5M 0.41% +86,928 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,452 shares; 2025Q1: 5,933 shares; 2025Q2: 7,456 shares; 2025Q3: 7,950 shares; 2025Q4: 13,127 shares; 2026Q1: 43,168 shares 43,168 $10.4M 0.4% +30,041 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,201 shares; 2024Q4: 82,384 shares; 2025Q1: 89,765 shares; 2025Q2: 95,798 shares; 2025Q3: 107,500 shares; 2025Q4: 114,081 shares; 2026Q1: 307,408 shares 307,408 $10.3M 0.4% +193,327 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,098 shares; 2025Q1: 1,420 shares; 2025Q2: 1,305 shares; 2025Q3: 3,017 shares; 2025Q4: 3,334 shares; 2026Q1: 17,085 shares 17,085 $10.2M 0.4% +13,751 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 14,861 shares; 2025Q1: 19,838 shares; 2025Q2: 20,941 shares; 2025Q3: 43,912 shares; 2025Q4: 60,581 shares; 2026Q1: 248,913 shares 248,913 $10M 0.39% +188,332 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,812 shares; 2024Q4: 49,087 shares; 2025Q1: 48,969 shares; 2025Q2: 50,930 shares; 2025Q3: 61,932 shares; 2025Q4: 50,068 shares; 2026Q1: 107,296 shares 107,296 $9.95M 0.39% +57,228 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: 9,292 shares; 2024Q4: 10,345 shares; 2025Q1: 9,819 shares; 2025Q2: 10,712 shares; 2025Q3: 10,561 shares; 2025Q4: 20,720 shares; 2026Q1: 45,838 shares 45,838 $9.86M 0.38% +25,118 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 12,903 shares; 2025Q1: 17,291 shares; 2025Q2: 25,959 shares; 2025Q3: 38,032 shares; 2025Q4: 54,334 shares; 2026Q1: 270,074 shares 270,074 $9.7M 0.38% +215,740 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: 4,292 shares; 2024Q4: 4,336 shares; 2025Q1: 4,132 shares; 2025Q2: 4,723 shares; 2025Q3: 5,231 shares; 2025Q4: 10,722 shares; 2026Q1: 25,963 shares 25,963 $9.65M 0.38% +15,241 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,573 shares; 2025Q3: 149,630 shares; 2025Q4: 172,841 shares; 2026Q1: 458,485 shares 458,485 $9.61M 0.37% +285,644 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: 36,282 shares; 2024Q4: 39,053 shares; 2025Q1: 45,760 shares; 2025Q2: 66,736 shares; 2025Q3: 85,085 shares; 2025Q4: 87,146 shares; 2026Q1: 186,152 shares 186,152 $9.46M 0.37% +99,006 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: 2,038 shares; 2024Q4: 2,262 shares; 2025Q1: 2,950 shares; 2025Q2: 3,888 shares; 2025Q3: 4,151 shares; 2025Q4: 5,493 shares; 2026Q1: 30,473 shares 30,473 $9.43M 0.37% +24,980 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,855 shares; 2024Q4: 30,059 shares; 2025Q1: 17,082 shares; 2025Q2: 18,249 shares; 2025Q3: 3,215 shares; 2025Q4: not reported; 2026Q1: 84,506 shares 84,506 $9.41M 0.37% new Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 43,605 shares; 2025Q3: 56,986 shares; 2025Q4: 58,494 shares; 2026Q1: 126,892 shares 126,892 $9.22M 0.36% +68,398 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: 1,669 shares; 2024Q4: 2,821 shares; 2025Q1: 2,816 shares; 2025Q2: 3,927 shares; 2025Q3: 4,195 shares; 2025Q4: 4,214 shares; 2026Q1: 19,107 shares 19,107 $9.16M 0.36% +14,893 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,326 shares; 2024Q4: 17,643 shares; 2025Q1: 16,018 shares; 2025Q2: 17,604 shares; 2025Q3: 19,533 shares; 2025Q4: 24,982 shares; 2026Q1: 96,332 shares 96,332 $9.15M 0.36% +71,350 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,416 shares; 2025Q1: 14,745 shares; 2025Q2: 22,482 shares; 2025Q3: 38,684 shares; 2025Q4: 56,748 shares; 2026Q1: 331,940 shares 331,940 $9.04M 0.35% +275,192 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 3,604 shares; 2025Q1: 3,524 shares; 2025Q2: 3,545 shares; 2025Q3: 3,919 shares; 2025Q4: 4,348 shares; 2026Q1: 37,588 shares 37,588 $8.93M 0.35% +33,240 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,787 shares; 2025Q4: 77,366 shares; 2026Q1: 173,810 shares 173,810 $8.77M 0.34% +96,444 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,407 shares; 2024Q4: 19,346 shares; 2025Q1: 21,753 shares; 2025Q2: 21,187 shares; 2025Q3: 24,655 shares; 2025Q4: 30,413 shares; 2026Q1: 181,730 shares 181,730 $8.73M 0.34% +151,317 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,490 shares; 2024Q4: 29,002 shares; 2025Q1: 32,492 shares; 2025Q2: 31,437 shares; 2025Q3: 35,663 shares; 2025Q4: 31,709 shares; 2026Q1: 114,167 shares 114,167 $8.41M 0.33% +82,458 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,693 shares; 2025Q1: 16,799 shares; 2025Q2: 18,880 shares; 2025Q3: 29,892 shares; 2025Q4: 50,480 shares; 2026Q1: 250,084 shares 250,084 $8.35M 0.33% +199,604 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: 4,680 shares; 2024Q4: 5,770 shares; 2025Q1: 7,663 shares; 2025Q2: 10,096 shares; 2025Q3: 9,482 shares; 2025Q4: 19,485 shares; 2026Q1: 135,512 shares 135,512 $8.3M 0.32% +116,027 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162,429 shares; 2025Q2: 166,853 shares; 2025Q3: 169,378 shares; 2025Q4: 154,849 shares; 2026Q1: 322,638 shares 322,638 $8.24M 0.32% +167,789 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: 5,367 shares; 2024Q4: 5,387 shares; 2025Q1: 7,364 shares; 2025Q2: 7,599 shares; 2025Q3: 13,152 shares; 2025Q4: 54,254 shares; 2026Q1: 147,630 shares 147,630 $8.2M 0.32% +93,376 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,819 shares; 2024Q4: 42,754 shares; 2025Q1: 42,502 shares; 2025Q2: 41,752 shares; 2025Q3: 41,509 shares; 2025Q4: 41,675 shares; 2026Q1: 96,266 shares 96,266 $8.17M 0.32% +54,591 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 20,637 shares; 2025Q1: 28,329 shares; 2025Q2: 27,702 shares; 2025Q3: 29,668 shares; 2025Q4: 45,709 shares; 2026Q1: 211,699 shares 211,699 $8.13M 0.32% +165,990 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: 22,501 shares; 2024Q4: 32,251 shares; 2025Q1: 35,226 shares; 2025Q2: 36,327 shares; 2025Q3: 47,398 shares; 2025Q4: 56,112 shares; 2026Q1: 161,066 shares 161,066 $7.97M 0.31% +104,954 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,130 shares; 2025Q3: 63,221 shares; 2025Q4: 68,935 shares; 2026Q1: 219,604 shares 219,604 $7.95M 0.31% +150,669 Timeline SPTI 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: 64,618 shares; 2024Q4: 88,054 shares; 2025Q1: 127,488 shares; 2025Q2: 148,369 shares; 2025Q3: 174,543 shares; 2025Q4: 108,117 shares; 2026Q1: 276,574 shares 276,574 $7.93M 0.31% +168,457 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: 3,806 shares; 2024Q4: 3,662 shares; 2025Q1: 3,779 shares; 2025Q2: 4,173 shares; 2025Q3: 4,719 shares; 2025Q4: 4,612 shares; 2026Q1: 10,852 shares 10,852 $7.69M 0.3% +6,240 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,624 shares; 2024Q4: 19,427 shares; 2025Q1: not reported; 2025Q2: 4,751 shares; 2025Q3: 32,701 shares; 2025Q4: 78,930 shares; 2026Q1: 163,531 shares 163,531 $7.67M 0.3% +84,601 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,955 shares; 2025Q3: 47,588 shares; 2025Q4: 48,962 shares; 2026Q1: 100,168 shares 100,168 $7.64M 0.3% +51,206 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,695 shares; 2024Q4: 20,166 shares; 2025Q1: 21,589 shares; 2025Q2: 19,455 shares; 2025Q3: 18,261 shares; 2025Q4: 83,503 shares; 2026Q1: 152,991 shares 152,991 $7.62M 0.3% +69,488 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 5,079 shares; 2025Q1: 5,073 shares; 2025Q2: 4,831 shares; 2025Q3: 5,170 shares; 2025Q4: 9,763 shares; 2026Q1: 83,885 shares 83,885 $7.59M 0.3% +74,122 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: 5,090 shares; 2024Q4: 5,003 shares; 2025Q1: 5,333 shares; 2025Q2: 5,618 shares; 2025Q3: 6,440 shares; 2025Q4: 6,689 shares; 2026Q1: 25,743 shares 25,743 $7.57M 0.3% +19,054 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: 1,011 shares; 2024Q4: 1,353 shares; 2025Q1: 1,380 shares; 2025Q2: 1,752 shares; 2025Q3: 1,972 shares; 2025Q4: 4,886 shares; 2026Q1: 7,468 shares 7,468 $7.44M 0.29% +2,582 Timeline IDEV 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: 12,812 shares; 2025Q2: 15,294 shares; 2025Q3: 16,233 shares; 2025Q4: 18,137 shares; 2026Q1: 88,353 shares 88,353 $7.38M 0.29% +70,216 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: 1,782 shares; 2024Q4: 1,842 shares; 2025Q1: 3,860 shares; 2025Q2: 15,695 shares; 2025Q3: 10,236 shares; 2025Q4: 29,935 shares; 2026Q1: 54,552 shares 54,552 $7.25M 0.28% +24,617 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,747 shares; 2025Q1: 5,432 shares; 2025Q2: 6,952 shares; 2025Q3: 7,603 shares; 2025Q4: 9,595 shares; 2026Q1: 25,043 shares 25,043 $7.18M 0.28% +15,448 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: not reported; 2026Q1: 76,278 shares 76,278 $7.07M 0.28% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,827 shares 73,827 $7.07M 0.28% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,592 shares; 2025Q1: 16,962 shares; 2025Q2: 22,246 shares; 2025Q3: 35,325 shares; 2025Q4: 54,328 shares; 2026Q1: 266,799 shares 266,799 $7.01M 0.27% +212,471 Timeline AFLG 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: 43,034 shares; 2025Q2: 53,430 shares; 2025Q3: 55,342 shares; 2025Q4: 62,822 shares; 2026Q1: 178,001 shares 178,001 $6.87M 0.27% +115,179 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 52,003 shares; 2026Q1: 129,586 shares 129,586 $6.6M 0.26% +77,583 Timeline SPYD 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: 66,989 shares; 2024Q4: 66,576 shares; 2025Q1: 66,806 shares; 2025Q2: 70,058 shares; 2025Q3: 72,711 shares; 2025Q4: 72,488 shares; 2026Q1: 141,552 shares 141,552 $6.44M 0.25% +69,064 Timeline FTA 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: 35,016 shares; 2024Q4: 35,865 shares; 2025Q1: 29,898 shares; 2025Q2: 29,702 shares; 2025Q3: 30,472 shares; 2025Q4: 33,928 shares; 2026Q1: 69,377 shares 69,377 $6.41M 0.25% +35,449 Timeline FGD 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: 54,559 shares; 2025Q4: 79,903 shares; 2026Q1: 198,026 shares 198,026 $6.32M 0.25% +118,123 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,803 shares; 2025Q1: 2,827 shares; 2025Q2: 2,814 shares; 2025Q3: 2,886 shares; 2025Q4: 3,266 shares; 2026Q1: 28,993 shares 28,993 $6.31M 0.25% +25,727 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,166 shares; 2025Q4: 12,782 shares; 2026Q1: 96,011 shares 96,011 $6.15M 0.24% +83,229 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: 11,813 shares; 2024Q4: 16,248 shares; 2025Q1: 17,587 shares; 2025Q2: 17,870 shares; 2025Q3: 16,450 shares; 2025Q4: 27,117 shares; 2026Q1: 61,100 shares 61,100 $6.15M 0.24% +33,983 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 148,006 shares 148,006 $6.08M 0.24% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,118 shares; 2025Q2: 16,184 shares; 2025Q3: 23,403 shares; 2025Q4: 23,046 shares; 2026Q1: 121,961 shares 121,961 $6.02M 0.23% +98,915 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 5,283 shares; 2025Q1: 4,905 shares; 2025Q2: 5,117 shares; 2025Q3: 7,151 shares; 2025Q4: 13,132 shares; 2026Q1: 35,323 shares 35,323 $5.99M 0.23% +22,191 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,422 shares; 2025Q2: 19,410 shares; 2025Q3: 32,191 shares; 2025Q4: 48,551 shares; 2026Q1: 266,681 shares 266,681 $5.96M 0.23% +218,130 Timeline USFR 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: 62,527 shares; 2024Q4: 66,159 shares; 2025Q1: 67,269 shares; 2025Q2: 66,288 shares; 2025Q3: 63,159 shares; 2025Q4: 59,256 shares; 2026Q1: 117,914 shares 117,914 $5.94M 0.23% +58,658 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 178,822 shares 178,822 $5.85M 0.23% new Timeline FTGS 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: 37,772 shares; 2024Q4: 68,275 shares; 2025Q1: 118,967 shares; 2025Q2: 82,263 shares; 2025Q3: 90,259 shares; 2025Q4: 77,217 shares; 2026Q1: 168,521 shares 168,521 $5.74M 0.22% +91,304 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: 16,158 shares; 2024Q4: 14,954 shares; 2025Q1: 36,563 shares; 2025Q2: 36,845 shares; 2025Q3: 38,229 shares; 2025Q4: 43,058 shares; 2026Q1: 87,929 shares 87,929 $5.51M 0.21% +44,871 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: 6,810 shares; 2025Q3: 7,074 shares; 2025Q4: 17,178 shares; 2026Q1: 118,957 shares 118,957 $5.46M 0.21% +101,779 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 6,627 shares; 2025Q1: 10,044 shares; 2025Q2: 9,503 shares; 2025Q3: 9,929 shares; 2025Q4: 11,485 shares; 2026Q1: 24,946 shares 24,946 $5.39M 0.21% +13,461 Timeline IAGG 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: 22,729 shares; 2025Q3: 25,010 shares; 2025Q4: 29,195 shares; 2026Q1: 104,499 shares 104,499 $5.23M 0.2% +75,304 Timeline BBUS 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: 18,020 shares; 2024Q4: 20,864 shares; 2025Q1: 27,555 shares; 2025Q2: 20,627 shares; 2025Q3: 16,054 shares; 2025Q4: 18,514 shares; 2026Q1: 44,536 shares 44,536 $5.22M 0.2% +26,022 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,580 shares; 2025Q4: 125,574 shares; 2026Q1: 260,066 shares 260,066 $5.21M 0.2% +134,492 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 25,433 shares; 2025Q1: 26,068 shares; 2025Q2: 25,940 shares; 2025Q3: 26,243 shares; 2025Q4: 27,452 shares; 2026Q1: 52,632 shares 52,632 $5.19M 0.2% +25,180 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: 14,318 shares; 2024Q4: 13,684 shares; 2025Q1: 11,367 shares; 2025Q2: 10,327 shares; 2025Q3: 10,357 shares; 2025Q4: 10,449 shares; 2026Q1: 22,073 shares 22,073 $5.17M 0.2% +11,624 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,357 shares 50,357 $5.06M 0.2% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,442 shares; 2025Q4: 49,379 shares; 2026Q1: 97,524 shares 97,524 $4.94M 0.19% +48,145 Timeline EMBD 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: 63,025 shares; 2024Q4: 70,900 shares; 2025Q1: 75,490 shares; 2025Q2: 81,941 shares; 2025Q3: 90,252 shares; 2025Q4: 94,746 shares; 2026Q1: 210,712 shares 210,712 $4.94M 0.19% +115,966 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 5,381 shares; 2025Q1: 5,614 shares; 2025Q2: 8,262 shares; 2025Q3: 12,184 shares; 2025Q4: 33,891 shares; 2026Q1: 99,814 shares 99,814 $4.86M 0.19% +65,923 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: not reported; 2024Q4: not reported; 2025Q1: 102,393 shares; 2025Q2: 104,924 shares; 2025Q3: 114,241 shares; 2025Q4: 127,292 shares; 2026Q1: 269,136 shares 269,136 $4.85M 0.19% +141,844 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 50,252 shares; 2026Q1: 95,492 shares 95,492 $4.81M 0.19% +45,240 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,698 shares; 2024Q4: 4,338 shares; 2025Q1: 4,235 shares; 2025Q2: 5,966 shares; 2025Q3: 6,054 shares; 2025Q4: 15,802 shares; 2026Q1: 31,138 shares 31,138 $4.8M 0.19% +15,336 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 52,488 shares; 2026Q1: 173,230 shares 173,230 $4.78M 0.19% +120,742 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,531 shares; 2025Q4: 1,531 shares; 2026Q1: 21,790 shares 21,790 $4.73M 0.18% +20,259 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 920 shares; 2025Q4: 2,253 shares; 2026Q1: 13,979 shares 13,979 $4.72M 0.18% +11,726 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: 3,294 shares; 2024Q4: 12,483 shares; 2025Q1: 12,883 shares; 2025Q2: 24,558 shares; 2025Q3: 36,573 shares; 2025Q4: 46,403 shares; 2026Q1: 153,572 shares 153,572 $4.71M 0.18% +107,169 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,569 shares; 2025Q4: 115,448 shares; 2026Q1: 234,040 shares 234,040 $4.67M 0.18% +118,592 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,243 shares; 2024Q4: 33,772 shares; 2025Q1: 41,369 shares; 2025Q2: 40,034 shares; 2025Q3: 48,720 shares; 2025Q4: 52,904 shares; 2026Q1: 155,246 shares 155,246 $4.65M 0.18% +102,342 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: 4,011 shares; 2024Q4: 3,803 shares; 2025Q1: 7,070 shares; 2025Q2: 7,152 shares; 2025Q3: 8,922 shares; 2025Q4: 11,548 shares; 2026Q1: 36,969 shares 36,969 $4.59M 0.18% +25,421 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI 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: 146,283 shares; 2025Q4: 159,865 shares; 2026Q1: 351,058 shares 351,058 $4.44M 0.17% +191,193 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,593 shares; 2026Q1: 106,298 shares 106,298 $4.31M 0.17% +79,705 Timeline FMF 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: 25,877 shares; 2024Q4: 26,835 shares; 2025Q1: 33,405 shares; 2025Q2: 30,293 shares; 2025Q3: 30,262 shares; 2025Q4: 38,720 shares; 2026Q1: 84,933 shares 84,933 $4.3M 0.17% +46,213 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,729 shares; 2025Q3: 2,799 shares; 2025Q4: 8,178 shares; 2026Q1: 46,503 shares 46,503 $4.29M 0.17% +38,325 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,784 shares; 2026Q1: 79,665 shares 79,665 $4.28M 0.17% +64,881 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly 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: 121,823 shares; 2025Q4: 131,954 shares; 2026Q1: 291,298 shares 291,298 $4.28M 0.17% +159,344 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: 4,439 shares; 2024Q4: 5,932 shares; 2025Q1: 6,432 shares; 2025Q2: 7,242 shares; 2025Q3: 7,736 shares; 2025Q4: 8,600 shares; 2026Q1: 47,955 shares 47,955 $4.15M 0.16% +39,355 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,348 shares; 2024Q4: 35,819 shares; 2025Q1: 38,755 shares; 2025Q2: 41,843 shares; 2025Q3: 41,940 shares; 2025Q4: 43,364 shares; 2026Q1: 89,946 shares 89,946 $4.15M 0.16% +46,582 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 11,499 shares; 2025Q1: 14,333 shares; 2025Q2: 24,520 shares; 2025Q3: 24,956 shares; 2025Q4: 39,099 shares; 2026Q1: 150,736 shares 150,736 $4.09M 0.16% +111,637 Timeline FTLS 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: 10,352 shares; 2024Q4: 10,137 shares; 2025Q1: 33,494 shares; 2025Q2: 29,892 shares; 2025Q3: 11,682 shares; 2025Q4: 20,547 shares; 2026Q1: 58,064 shares 58,064 $4.09M 0.16% +37,517 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,876 shares 67,876 $4.08M 0.16% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,309 shares; 2024Q4: 36,008 shares; 2025Q1: 32,919 shares; 2025Q2: 31,292 shares; 2025Q3: 43,996 shares; 2025Q4: 49,081 shares; 2026Q1: 114,892 shares 114,892 $4.06M 0.16% +65,811 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: 2,209 shares; 2024Q4: 2,325 shares; 2025Q1: 2,729 shares; 2025Q2: 2,911 shares; 2025Q3: 2,840 shares; 2025Q4: 3,159 shares; 2026Q1: 16,174 shares 16,174 $3.95M 0.15% +13,015 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: not reported; 2024Q4: 5,358 shares; 2025Q1: 6,016 shares; 2025Q2: 6,127 shares; 2025Q3: 6,467 shares; 2025Q4: 7,159 shares; 2026Q1: 19,654 shares 19,654 $3.95M 0.15% +12,495 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,979 shares; 2024Q4: 22,547 shares; 2025Q1: 20,971 shares; 2025Q2: 54,669 shares; 2025Q3: 47,526 shares; 2025Q4: 46,988 shares; 2026Q1: 82,814 shares 82,814 $3.94M 0.15% +35,826 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 8,043 shares; 2025Q3: 8,190 shares; 2025Q4: 8,190 shares; 2026Q1: 15,942 shares 15,942 $3.91M 0.15% +7,752 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: 3,364 shares; 2024Q4: 4,634 shares; 2025Q1: 5,512 shares; 2025Q2: 9,496 shares; 2025Q3: 9,052 shares; 2025Q4: 8,467 shares; 2026Q1: 39,183 shares 39,183 $3.89M 0.15% +30,716 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 12,402 shares; 2025Q1: 19,752 shares; 2025Q2: 14,438 shares; 2025Q3: 21,835 shares; 2025Q4: 23,493 shares; 2026Q1: 44,105 shares 44,105 $3.89M 0.15% +20,612 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 5,120 shares; 2025Q4: 10,995 shares; 2026Q1: 26,527 shares 26,527 $3.88M 0.15% +15,532 Timeline SKYY 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: 14,085 shares; 2024Q4: 14,335 shares; 2025Q1: 13,443 shares; 2025Q2: 19,222 shares; 2025Q3: 19,408 shares; 2025Q4: 18,808 shares; 2026Q1: 34,452 shares 34,452 $3.77M 0.15% +15,644 Timeline IPKW 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: 19,448 shares; 2025Q3: 19,148 shares; 2025Q4: 21,532 shares; 2026Q1: 66,868 shares 66,868 $3.76M 0.15% +45,336 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: 691 shares; 2024Q4: 976 shares; 2025Q1: 964 shares; 2025Q2: 1,247 shares; 2025Q3: 1,219 shares; 2025Q4: 1,076 shares; 2026Q1: 4,087 shares 4,087 $3.76M 0.15% +3,011 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,857 shares; 2024Q4: 28,720 shares; 2025Q1: 34,515 shares; 2025Q2: 29,251 shares; 2025Q3: 30,034 shares; 2025Q4: 33,523 shares; 2026Q1: 43,234 shares 43,234 $3.76M 0.15% +9,711 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,914 shares; 2025Q1: 4,580 shares; 2025Q2: 4,457 shares; 2025Q3: 5,985 shares; 2025Q4: 7,156 shares; 2026Q1: 35,301 shares 35,301 $3.75M 0.15% +28,145 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 699 shares; 2025Q3: 678 shares; 2025Q4: 740 shares; 2026Q1: 4,402 shares 4,402 $3.72M 0.15% +3,662 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 7,932 shares; 2025Q1: 6,171 shares; 2025Q2: 6,269 shares; 2025Q3: 8,306 shares; 2025Q4: 10,715 shares; 2026Q1: 52,986 shares 52,986 $3.72M 0.14% +42,271 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: 2,045 shares; 2024Q4: 2,985 shares; 2025Q1: 3,300 shares; 2025Q2: 3,003 shares; 2025Q3: 4,468 shares; 2025Q4: 6,735 shares; 2026Q1: 22,560 shares 22,560 $3.69M 0.14% +15,825 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,896 shares 19,896 $3.67M 0.14% new Timeline EFFI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,376 shares 153,376 $3.64M 0.14% new 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: 16,801 shares; 2024Q4: 39,221 shares; 2025Q1: 31,539 shares; 2025Q2: 32,305 shares; 2025Q3: 23,111 shares; 2025Q4: 21,928 shares; 2026Q1: 74,157 shares 74,157 $3.62M 0.14% +52,229 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,493 shares; 2026Q1: 123,624 shares 123,624 $3.55M 0.14% +89,131 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,854 shares; 2024Q4: 34,148 shares; 2025Q1: 34,990 shares; 2025Q2: 35,815 shares; 2025Q3: 32,923 shares; 2025Q4: 30,610 shares; 2026Q1: 70,914 shares 70,914 $3.55M 0.14% +40,304 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: 14,869 shares; 2024Q4: 17,653 shares; 2025Q1: 16,711 shares; 2025Q2: 17,918 shares; 2025Q3: 18,198 shares; 2025Q4: 22,591 shares; 2026Q1: 121,607 shares 121,607 $3.53M 0.14% +99,016 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 9,855 shares; 2025Q1: 8,618 shares; 2025Q2: 8,709 shares; 2025Q3: 4,742 shares; 2025Q4: 6,256 shares; 2026Q1: 18,237 shares 18,237 $3.52M 0.14% +11,981 Timeline FIIG 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: 64,016 shares; 2025Q3: 62,924 shares; 2025Q4: 73,991 shares; 2026Q1: 167,614 shares 167,614 $3.48M 0.14% +93,623 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 5,061 shares; 2025Q3: 12,818 shares; 2025Q4: 15,093 shares; 2026Q1: 35,564 shares 35,564 $3.43M 0.13% +20,471 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,345 shares; 2025Q4: 2,282 shares; 2026Q1: 28,738 shares 28,738 $3.41M 0.13% +26,456 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: 1,102 shares; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 1,139 shares; 2025Q3: 2,198 shares; 2025Q4: 3,489 shares; 2026Q1: 11,961 shares 11,961 $3.39M 0.13% +8,472 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,357 shares; 2024Q4: 80,318 shares; 2025Q1: 49,698 shares; 2025Q2: 29,051 shares; 2025Q3: 29,819 shares; 2025Q4: 35,175 shares; 2026Q1: 75,469 shares 75,469 $3.29M 0.13% +40,294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,280 shares 59,280 $3.23M 0.13% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 109,720 shares 109,720 $3.22M 0.13% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,760 shares; 2024Q4: 30,474 shares; 2025Q1: 30,834 shares; 2025Q2: 30,766 shares; 2025Q3: 44,437 shares; 2025Q4: 45,759 shares; 2026Q1: 69,561 shares 69,561 $3.16M 0.12% +23,802 Timeline FID 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: 19,363 shares; 2024Q4: 24,413 shares; 2025Q1: 32,081 shares; 2025Q2: 46,491 shares; 2025Q3: 63,435 shares; 2025Q4: 64,191 shares; 2026Q1: 148,978 shares 148,978 $3.12M 0.12% +84,787 Timeline USIG 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: 60,630 shares 60,630 $3.11M 0.12% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,575 shares; 2024Q4: 20,767 shares; 2025Q1: 16,251 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,455 shares 44,455 $3.06M 0.12% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 6,051 shares; 2025Q4: 6,636 shares; 2026Q1: 31,884 shares 31,884 $3.04M 0.12% +25,248 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,763 shares 64,763 $3.04M 0.12% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,337 shares 71,337 $3.02M 0.12% new Timeline VEU 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: 33,946 shares; 2024Q4: 35,455 shares; 2025Q1: 36,595 shares; 2025Q2: 13,204 shares; 2025Q3: 17,059 shares; 2025Q4: 18,053 shares; 2026Q1: 39,985 shares 39,985 $3M 0.12% +21,932 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: 8,960 shares; 2024Q4: 9,751 shares; 2025Q1: 11,964 shares; 2025Q2: 8,845 shares; 2025Q3: 14,926 shares; 2025Q4: 16,167 shares; 2026Q1: 44,451 shares 44,451 $3M 0.12% +28,284 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 6,266 shares; 2025Q1: 6,181 shares; 2025Q2: 6,304 shares; 2025Q3: 6,334 shares; 2025Q4: 7,326 shares; 2026Q1: 19,216 shares 19,216 $2.98M 0.12% +11,890 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: 1,460 shares; 2024Q4: 1,627 shares; 2025Q1: 910 shares; 2025Q2: 1,330 shares; 2025Q3: 1,790 shares; 2025Q4: 1,713 shares; 2026Q1: 4,257 shares 4,257 $2.97M 0.12% +2,544 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,208 shares; 2025Q1: 1,149 shares; 2025Q2: 1,186 shares; 2025Q3: 2,386 shares; 2025Q4: 2,566 shares; 2026Q1: 9,013 shares 9,013 $2.96M 0.12% +6,447 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: 5,691 shares; 2024Q4: 6,506 shares; 2025Q1: 6,456 shares; 2025Q2: 5,577 shares; 2025Q3: 7,796 shares; 2025Q4: 9,304 shares; 2026Q1: 26,638 shares 26,638 $2.95M 0.12% +17,334 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 11,220 shares; 2025Q1: 15,570 shares; 2025Q2: 18,564 shares; 2025Q3: 19,215 shares; 2025Q4: 21,460 shares; 2026Q1: 82,584 shares 82,584 $2.93M 0.11% +61,124 Timeline QQEW 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: 11,175 shares; 2024Q4: 11,298 shares; 2025Q1: 11,135 shares; 2025Q2: 11,079 shares; 2025Q3: 11,047 shares; 2025Q4: 10,848 shares; 2026Q1: 22,558 shares 22,558 $2.86M 0.11% +11,710 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,744 shares; 2025Q1: 1,748 shares; 2025Q2: 2,010 shares; 2025Q3: 1,852 shares; 2025Q4: 2,106 shares; 2026Q1: 5,048 shares 5,048 $2.84M 0.11% +2,942 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 1,033 shares; 2026Q1: 3,237 shares 3,237 $2.83M 0.11% +2,204 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,266 shares; 2026Q1: 25,502 shares 25,502 $2.8M 0.11% +23,236 Timeline RPV 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: 7,664 shares; 2024Q4: 7,702 shares; 2025Q1: 7,730 shares; 2025Q2: 7,613 shares; 2025Q3: 7,578 shares; 2025Q4: 7,588 shares; 2026Q1: 25,863 shares 25,863 $2.78M 0.11% +18,275 Timeline RDIV 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: 23,369 shares; 2024Q4: 23,005 shares; 2025Q1: 22,832 shares; 2025Q2: 24,078 shares; 2025Q3: 25,090 shares; 2025Q4: 25,022 shares; 2026Q1: 49,540 shares 49,540 $2.76M 0.11% +24,518 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 14,386 shares; 2025Q1: 17,708 shares; 2025Q2: 16,645 shares; 2025Q3: 17,035 shares; 2025Q4: 18,960 shares; 2026Q1: 37,752 shares 37,752 $2.74M 0.11% +18,792 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: 3,072 shares; 2024Q4: 4,011 shares; 2025Q1: 5,834 shares; 2025Q2: 4,733 shares; 2025Q3: 7,008 shares; 2025Q4: 8,154 shares; 2026Q1: 36,156 shares 36,156 $2.74M 0.11% +28,002 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,886 shares; 2025Q1: 2,205 shares; 2025Q2: 2,066 shares; 2025Q3: 3,143 shares; 2025Q4: 4,266 shares; 2026Q1: 6,404 shares 6,404 $2.73M 0.11% +2,138 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,091 shares; 2025Q4: 35,021 shares; 2026Q1: 106,730 shares 106,730 $2.7M 0.11% +71,709 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,875 shares; 2024Q4: 21,276 shares; 2025Q1: 25,264 shares; 2025Q2: 20,552 shares; 2025Q3: 21,178 shares; 2025Q4: 23,154 shares; 2026Q1: 49,250 shares 49,250 $2.69M 0.1% +26,096 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: not reported; 2025Q3: not reported; 2025Q4: 19,032 shares; 2026Q1: 52,716 shares 52,716 $2.69M 0.1% +33,684 Timeline FPX 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: 7,714 shares; 2026Q1: 16,803 shares 16,803 $2.67M 0.1% +9,089 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,051 shares 50,051 $2.66M 0.1% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,756 shares 58,756 $2.66M 0.1% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,084 shares; 2025Q3: 1,150 shares; 2025Q4: 1,399 shares; 2026Q1: 8,734 shares 8,734 $2.64M 0.1% +7,335 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: 4,876 shares; 2024Q4: 5,541 shares; 2025Q1: 6,226 shares; 2025Q2: 6,935 shares; 2025Q3: 6,101 shares; 2025Q4: 8,328 shares; 2026Q1: 33,721 shares 33,721 $2.62M 0.1% +25,393 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,736 shares; 2026Q1: 12,536 shares 12,536 $2.59M 0.1% +10,800 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: 1,395 shares; 2024Q4: 1,763 shares; 2025Q1: 2,014 shares; 2025Q2: 2,253 shares; 2025Q3: 3,146 shares; 2025Q4: 3,159 shares; 2026Q1: 8,470 shares 8,470 $2.56M 0.1% +5,311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,440 shares 8,440 $2.55M 0.1% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,805 shares; 2024Q4: 22,216 shares; 2025Q1: 26,544 shares; 2025Q2: 23,759 shares; 2025Q3: 22,908 shares; 2025Q4: 33,101 shares; 2026Q1: 75,573 shares 75,573 $2.55M 0.1% +42,472 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,219 shares; 2025Q4: 15,613 shares; 2026Q1: 80,408 shares 80,408 $2.54M 0.1% +64,795 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,775 shares 9,775 $2.52M 0.1% new 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: 1,325 shares; 2024Q4: 1,556 shares; 2025Q1: 1,623 shares; 2025Q2: 1,560 shares; 2025Q3: 1,972 shares; 2025Q4: 2,520 shares; 2026Q1: 8,078 shares 8,078 $2.51M 0.1% +5,558 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: 68,011 shares; 2024Q4: 18,287 shares; 2025Q1: 18,437 shares; 2025Q2: 9,381 shares; 2025Q3: 25,433 shares; 2025Q4: 24,467 shares; 2026Q1: 51,768 shares 51,768 $2.5M 0.1% +27,301 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 2,449 shares; 2025Q1: 2,481 shares; 2025Q2: 2,369 shares; 2025Q3: 2,920 shares; 2025Q4: 3,865 shares; 2026Q1: 17,281 shares 17,281 $2.5M 0.1% +13,416 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 2,002 shares; 2025Q4: 2,193 shares; 2026Q1: 23,995 shares 23,995 $2.46M 0.1% +21,802 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: 7,894 shares; 2024Q4: 9,377 shares; 2025Q1: 9,171 shares; 2025Q2: 9,549 shares; 2025Q3: 10,539 shares; 2025Q4: 11,892 shares; 2026Q1: 48,734 shares 48,734 $2.45M 0.1% +36,842 Timeline SNPE 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: 101,765 shares; 2024Q4: 100,539 shares; 2025Q1: 99,050 shares; 2025Q2: 30,804 shares; 2025Q3: 30,175 shares; 2025Q4: 30,122 shares; 2026Q1: 40,858 shares 40,858 $2.43M 0.09% +10,736 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: 2,174 shares; 2024Q4: 2,089 shares; 2025Q1: 2,111 shares; 2025Q2: 2,245 shares; 2025Q3: 3,387 shares; 2025Q4: 3,295 shares; 2026Q1: 14,675 shares 14,675 $2.43M 0.09% +11,380 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,827 shares; 2026Q1: 93,251 shares 93,251 $2.33M 0.09% +73,424 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,217 shares; 2024Q4: 23,139 shares; 2025Q1: 24,175 shares; 2025Q2: 35,658 shares; 2025Q3: 54,712 shares; 2025Q4: 55,838 shares; 2026Q1: 119,838 shares 119,838 $2.31M 0.09% +64,000 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: 2,494 shares; 2024Q4: 7,916 shares; 2025Q1: 9,803 shares; 2025Q2: 21,930 shares; 2025Q3: 26,267 shares; 2025Q4: 26,126 shares; 2026Q1: 15,755 shares 15,755 $2.31M 0.09% -10,371 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,857 shares; 2025Q4: 6,213 shares; 2026Q1: 27,740 shares 27,740 $2.29M 0.09% +21,527 Timeline RSPA 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: not reported; 2025Q2: 7,836 shares; 2025Q3: 17,328 shares; 2025Q4: 20,687 shares; 2026Q1: 45,198 shares 45,198 $2.26M 0.09% +24,511 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,774 shares; 2025Q1: 2,988 shares; 2025Q2: 3,245 shares; 2025Q3: 3,349 shares; 2025Q4: 3,432 shares; 2026Q1: 15,793 shares 15,793 $2.25M 0.09% +12,361 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: 3,286 shares; 2024Q4: 3,470 shares; 2025Q1: 3,431 shares; 2025Q2: 2,808 shares; 2025Q3: 2,729 shares; 2025Q4: 2,871 shares; 2026Q1: 5,727 shares 5,727 $2.2M 0.09% +2,856 Timeline JVAL 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: 22,627 shares; 2025Q3: 21,194 shares; 2025Q4: 20,934 shares; 2026Q1: 44,672 shares 44,672 $2.18M 0.09% +23,738 Timeline ILF 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: 26,287 shares; 2026Q1: 61,444 shares 61,444 $2.18M 0.09% +35,157 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 356 shares; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $2.15M 0.08% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322 shares; 2025Q1: 496 shares; 2025Q2: 550 shares; 2025Q3: 594 shares; 2025Q4: 6,590 shares; 2026Q1: 22,063 shares 22,063 $2.12M 0.08% +15,473 Timeline EFAV 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: 13,523 shares; 2024Q4: 13,576 shares; 2025Q1: 13,476 shares; 2025Q2: 13,350 shares; 2025Q3: 13,250 shares; 2025Q4: 10,908 shares; 2026Q1: 23,144 shares 23,144 $2.11M 0.08% +12,236 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,273 shares; 2025Q4: 24,332 shares; 2026Q1: 44,592 shares 44,592 $2.1M 0.08% +20,260 Timeline SPMD 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: 14,218 shares; 2024Q4: 13,100 shares; 2025Q1: 24,976 shares; 2025Q2: 29,781 shares; 2025Q3: 36,115 shares; 2025Q4: 18,387 shares; 2026Q1: 35,438 shares 35,438 $2.1M 0.08% +17,051 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,512 shares; 2024Q4: 28,886 shares; 2025Q1: 25,285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,624 shares; 2026Q1: 26,677 shares 26,677 $2.1M 0.08% -14,947 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 4,988 shares; 2025Q1: 5,945 shares; 2025Q2: 6,011 shares; 2025Q3: 6,002 shares; 2025Q4: 9,817 shares; 2026Q1: 29,847 shares 29,847 $2.09M 0.08% +20,030 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: 3,772 shares; 2024Q4: 3,745 shares; 2025Q1: 3,995 shares; 2025Q2: 4,006 shares; 2025Q3: 3,729 shares; 2025Q4: 4,355 shares; 2026Q1: 10,451 shares 10,451 $2.08M 0.08% +6,096 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 673 shares; 2025Q3: 672 shares; 2025Q4: 726 shares; 2026Q1: 1,508 shares 1,508 $2.08M 0.08% +782 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 17,611 shares; 2025Q1: 19,200 shares; 2025Q2: 22,305 shares; 2025Q3: 21,005 shares; 2025Q4: 21,199 shares; 2026Q1: 47,494 shares 47,494 $2.07M 0.08% +26,295 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,158 shares; 2025Q1: 1,253 shares; 2025Q2: 2,042 shares; 2025Q3: 2,603 shares; 2025Q4: 2,226 shares; 2026Q1: 7,609 shares 7,609 $2.06M 0.08% +5,383 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly 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: 8,508 shares; 2025Q4: 15,979 shares; 2026Q1: 68,135 shares 68,135 $2.03M 0.08% +52,156 Timeline LGLV 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: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 5,605 shares; 2026Q1: 11,312 shares 11,312 $2.01M 0.08% +5,707 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,508 shares; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 4,315 shares; 2026Q1: 37,129 shares 37,129 $2.01M 0.08% +32,814 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,823 shares; 2025Q1: 3,529 shares; 2025Q2: 3,901 shares; 2025Q3: 3,717 shares; 2025Q4: 4,472 shares; 2026Q1: 16,631 shares 16,631 $2M 0.08% +12,159 Timeline SUSC 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: 8,686 shares; 2025Q2: 9,335 shares; 2025Q3: 10,514 shares; 2025Q4: 22,799 shares; 2026Q1: 86,139 shares 86,139 $1.99M 0.08% +63,340 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares; 2026Q1: 5,871 shares 5,871 $1.98M 0.08% +5,058 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,668 shares; 2025Q4: 9,200 shares; 2026Q1: 19,930 shares 19,930 $1.96M 0.08% +10,730 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 811 shares; 2025Q4: 1,246 shares; 2026Q1: 6,422 shares 6,422 $1.92M 0.07% +5,176 Timeline DTD 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: 9,309 shares; 2024Q4: 9,757 shares; 2025Q1: 9,821 shares; 2025Q2: 9,321 shares; 2025Q3: 10,968 shares; 2025Q4: 10,698 shares; 2026Q1: 22,223 shares 22,223 $1.92M 0.07% +11,525 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: not reported; 2025Q1: not reported; 2025Q2: 4,830 shares; 2025Q3: 6,947 shares; 2025Q4: 12,240 shares; 2026Q1: 38,772 shares 38,772 $1.91M 0.07% +26,532 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,277 shares; 2025Q4: 22,299 shares; 2026Q1: 49,660 shares 49,660 $1.91M 0.07% +27,361 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 22,403 shares; 2025Q1: 26,684 shares; 2025Q2: 24,832 shares; 2025Q3: 22,082 shares; 2025Q4: 23,146 shares; 2026Q1: 42,516 shares 42,516 $1.91M 0.07% +19,370 Timeline AGGY 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: 10,861 shares; 2024Q4: 10,911 shares; 2025Q1: 12,694 shares; 2025Q2: 13,748 shares; 2025Q3: 18,492 shares; 2025Q4: 19,846 shares; 2026Q1: 43,577 shares 43,577 $1.89M 0.07% +23,731 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares 5,480 $1.87M 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 2,794 shares; 2026Q1: 8,135 shares 8,135 $1.87M 0.07% +5,341 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 17,086 shares 17,086 $1.85M 0.07% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,304 shares 59,304 $1.84M 0.07% new 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: 4,441 shares; 2024Q4: 4,569 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 4,215 shares; 2025Q4: 5,877 shares; 2026Q1: 27,798 shares 27,798 $1.83M 0.07% +21,921 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: 6,710 shares; 2024Q4: 8,409 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 2,845 shares; 2025Q4: 3,150 shares; 2026Q1: 20,896 shares 20,896 $1.81M 0.07% +17,746 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,378 shares; 2025Q4: 3,359 shares; 2026Q1: 13,635 shares 13,635 $1.79M 0.07% +10,276 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,061 shares; 2025Q1: 12,641 shares; 2025Q2: 10,316 shares; 2025Q3: 11,098 shares; 2025Q4: not reported; 2026Q1: 67,158 shares 67,158 $1.77M 0.07% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,025 shares; 2026Q1: 27,580 shares 27,580 $1.76M 0.07% +4,555 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,866 shares; 2025Q1: 5,128 shares; 2025Q2: 5,357 shares; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 22,452 shares 22,452 $1.76M 0.07% +18,911 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,226 shares; 2025Q1: 2,558 shares; 2025Q2: 2,592 shares; 2025Q3: 4,488 shares; 2025Q4: 4,937 shares; 2026Q1: 14,462 shares 14,462 $1.75M 0.07% +9,525 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,676 shares 25,676 $1.74M 0.07% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 9,536 shares; 2025Q1: 9,416 shares; 2025Q2: 8,061 shares; 2025Q3: 8,627 shares; 2025Q4: 8,754 shares; 2026Q1: 17,972 shares 17,972 $1.74M 0.07% +9,218 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: 10,859 shares; 2024Q4: 13,819 shares; 2025Q1: 17,856 shares; 2025Q2: 14,368 shares; 2025Q3: 10,178 shares; 2025Q4: 11,582 shares; 2026Q1: 27,791 shares 27,791 $1.74M 0.07% +16,209 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: 1,339 shares; 2024Q4: 1,196 shares; 2025Q1: 1,197 shares; 2025Q2: 1,117 shares; 2025Q3: 1,562 shares; 2025Q4: 1,946 shares; 2026Q1: 7,129 shares 7,129 $1.73M 0.07% +5,183 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,139 shares; 2024Q4: 28,332 shares; 2025Q1: 24,892 shares; 2025Q2: 23,452 shares; 2025Q3: 31,685 shares; 2025Q4: 30,870 shares; 2026Q1: 69,219 shares 69,219 $1.72M 0.07% +38,349 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,122 shares; 2025Q1: 1,123 shares; 2025Q2: 1,132 shares; 2025Q3: 1,136 shares; 2025Q4: 1,331 shares; 2026Q1: 2,834 shares 2,834 $1.71M 0.07% +1,503 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,214 shares 5,214 $1.7M 0.07% new 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: 8,481 shares; 2024Q4: 7,956 shares; 2025Q1: 7,980 shares; 2025Q2: 7,478 shares; 2025Q3: 7,414 shares; 2025Q4: 7,680 shares; 2026Q1: 15,328 shares 15,328 $1.7M 0.07% +7,648 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,307 shares 10,307 $1.7M 0.07% new Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,513 shares; 2025Q3: 11,037 shares; 2025Q4: 25,607 shares; 2026Q1: 64,441 shares 64,441 $1.69M 0.07% +38,834 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 15,565 shares; 2025Q4: 17,932 shares; 2026Q1: 69,150 shares 69,150 $1.69M 0.07% +51,218 Timeline FDD 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: 12,905 shares; 2024Q4: 17,124 shares; 2025Q1: 22,001 shares; 2025Q2: 28,588 shares; 2025Q3: 38,920 shares; 2025Q4: 39,025 shares; 2026Q1: 93,912 shares 93,912 $1.67M 0.07% +54,887 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,942 shares; 2025Q3: 19,630 shares; 2025Q4: 19,124 shares; 2026Q1: 34,636 shares 34,636 $1.65M 0.06% +15,512 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,770 shares; 2024Q4: 25,705 shares; 2025Q1: 23,228 shares; 2025Q2: 20,948 shares; 2025Q3: 28,142 shares; 2025Q4: 27,340 shares; 2026Q1: 61,226 shares 61,226 $1.64M 0.06% +33,886 Timeline FICS 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: 20,556 shares; 2024Q4: 19,702 shares; 2025Q1: 19,920 shares; 2025Q2: 19,653 shares; 2025Q3: 20,452 shares; 2025Q4: 20,524 shares; 2026Q1: 41,850 shares 41,850 $1.63M 0.06% +21,326 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 25,417 shares; 2025Q1: 55,812 shares; 2025Q2: 55,243 shares; 2025Q3: 62,897 shares; 2025Q4: 10,170 shares; 2026Q1: 32,684 shares 32,684 $1.63M 0.06% +22,514 Timeline EAGG 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: 8,273 shares; 2026Q1: 34,171 shares 34,171 $1.62M 0.06% +25,898 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,209 shares; 2025Q3: 3,858 shares; 2025Q4: 5,208 shares; 2026Q1: 19,632 shares 19,632 $1.62M 0.06% +14,424 Timeline KLAC KLA CORP More: the full row for KLA 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: 1,098 shares 1,098 $1.62M 0.06% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 5,937 shares; 2025Q4: 6,697 shares; 2026Q1: 18,864 shares 18,864 $1.62M 0.06% +12,167 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly 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: 42,067 shares; 2025Q4: 42,085 shares; 2026Q1: 106,236 shares 106,236 $1.6M 0.06% +64,151 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 8,753 shares 8,753 $1.6M 0.06% +6,753 Timeline FOXA FOX CORP More: the full row for FOX 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: 27,030 shares 27,030 $1.58M 0.06% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 28,724 shares; 2025Q4: 29,226 shares; 2026Q1: 60,414 shares 60,414 $1.58M 0.06% +31,188 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly 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: 40,035 shares; 2025Q4: 42,035 shares; 2026Q1: 115,380 shares 115,380 $1.57M 0.06% +73,345 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,753 shares; 2025Q1: 3,646 shares; 2025Q2: 3,805 shares; 2025Q3: 3,458 shares; 2025Q4: 4,780 shares; 2026Q1: 9,474 shares 9,474 $1.57M 0.06% +4,694 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: 3,608 shares; 2025Q3: 3,865 shares; 2025Q4: 4,220 shares; 2026Q1: 20,618 shares 20,618 $1.57M 0.06% +16,398 Timeline EDOW 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: 10,953 shares; 2024Q4: 10,978 shares; 2025Q1: 9,385 shares; 2025Q2: 10,319 shares; 2025Q3: 10,026 shares; 2025Q4: 9,426 shares; 2026Q1: 38,606 shares 38,606 $1.57M 0.06% +29,180 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,501 shares; 2025Q3: 2,141 shares; 2025Q4: 3,586 shares; 2026Q1: 10,973 shares 10,973 $1.55M 0.06% +7,387 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: not reported; 2026Q1: 11,938 shares 11,938 $1.52M 0.06% new Timeline FYT 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: 11,257 shares; 2024Q4: 11,703 shares; 2025Q1: 12,094 shares; 2025Q2: 11,107 shares; 2025Q3: 12,026 shares; 2025Q4: 12,141 shares; 2026Q1: 24,628 shares 24,628 $1.52M 0.06% +12,487 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 1,153 shares; 2025Q3: 1,177 shares; 2025Q4: 1,334 shares; 2026Q1: 4,323 shares 4,323 $1.52M 0.06% +2,989 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 6,204 shares 6,204 $1.51M 0.06% +3,175 Timeline FXU 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: 5,935 shares; 2025Q1: not reported; 2025Q2: 5,417 shares; 2025Q3: 5,236 shares; 2025Q4: 4,568 shares; 2026Q1: 30,104 shares 30,104 $1.49M 0.06% +25,536 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,695 shares; 2025Q4: 1,764 shares; 2026Q1: 7,303 shares 7,303 $1.49M 0.06% +5,539 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 7,433 shares 7,433 $1.47M 0.06% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 515 shares; 2025Q4: 678 shares; 2026Q1: 2,724 shares 2,724 $1.47M 0.06% +2,046 Timeline DXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,223 shares 9,223 $1.46M 0.06% new 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: 3,579 shares; 2024Q4: 3,650 shares; 2025Q1: 3,921 shares; 2025Q2: 4,209 shares; 2025Q3: 4,054 shares; 2025Q4: 4,073 shares; 2026Q1: 10,298 shares 10,298 $1.44M 0.06% +6,225 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: not reported; 2026Q1: 2,404 shares 2,404 $1.43M 0.06% new Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 7,637 shares; 2026Q1: 28,392 shares 28,392 $1.43M 0.06% +20,755 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 5,067 shares; 2025Q1: 7,556 shares; 2025Q2: 8,410 shares; 2025Q3: 7,323 shares; 2025Q4: 9,461 shares; 2026Q1: 16,514 shares 16,514 $1.4M 0.05% +7,053 Timeline FTHI 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: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 11,546 shares; 2025Q4: 19,856 shares; 2026Q1: 60,484 shares 60,484 $1.39M 0.05% +40,628 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,451 shares 10,451 $1.38M 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,113 shares; 2025Q1: 4,114 shares; 2025Q2: 4,207 shares; 2025Q3: 4,064 shares; 2025Q4: 4,551 shares; 2026Q1: 14,834 shares 14,834 $1.38M 0.05% +10,283 Timeline FTXO 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: 29,536 shares; 2025Q2: 28,750 shares; 2025Q3: 29,465 shares; 2025Q4: 33,103 shares; 2026Q1: 37,962 shares 37,962 $1.37M 0.05% +4,859 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 824 shares; 2026Q1: 4,914 shares 4,914 $1.37M 0.05% +4,090 Timeline AFGR 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: 19,263 shares; 2024Q4: 19,313 shares; 2025Q1: 24,646 shares; 2025Q2: 22,950 shares; 2025Q3: 22,188 shares; 2025Q4: 21,536 shares; 2026Q1: 43,234 shares 43,234 $1.36M 0.05% +21,698 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,470 shares; 2025Q1: 3,220 shares; 2025Q2: 3,643 shares; 2025Q3: 3,768 shares; 2025Q4: 3,945 shares; 2026Q1: 10,335 shares 10,335 $1.35M 0.05% +6,390 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares; 2026Q1: 13,916 shares 13,916 $1.35M 0.05% +11,267 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $1.35M 0.05% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 8,282 shares; 2025Q1: 8,012 shares; 2025Q2: 7,012 shares; 2025Q3: 8,205 shares; 2025Q4: 8,020 shares; 2026Q1: 13,382 shares 13,382 $1.34M 0.05% +5,362 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: 723 shares; 2024Q4: 918 shares; 2025Q1: 993 shares; 2025Q2: 1,547 shares; 2025Q3: 1,543 shares; 2025Q4: 1,693 shares; 2026Q1: 3,429 shares 3,429 $1.34M 0.05% +1,736 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,858 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 6,434 shares; 2026Q1: 14,798 shares 14,798 $1.34M 0.05% +8,364 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,350 shares; 2025Q4: 6,183 shares; 2026Q1: 12,908 shares 12,908 $1.34M 0.05% +6,725 Timeline BUFZ 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: 19,321 shares; 2026Q1: 50,496 shares 50,496 $1.33M 0.05% +31,175 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 3,010 shares; 2025Q4: 4,270 shares; 2026Q1: 14,476 shares 14,476 $1.31M 0.05% +10,206 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares 1,442 $1.29M 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,995 shares; 2025Q1: 2,044 shares; 2025Q2: 2,145 shares; 2025Q3: 2,106 shares; 2025Q4: 2,703 shares; 2026Q1: 5,627 shares 5,627 $1.27M 0.05% +2,924 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,144 shares 6,144 $1.26M 0.05% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,666 shares; 2025Q1: 7,523 shares; 2025Q2: 9,337 shares; 2025Q3: 11,656 shares; 2025Q4: 11,513 shares; 2026Q1: 25,294 shares 25,294 $1.26M 0.05% +13,781 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,456 shares; 2025Q4: 1,380 shares; 2026Q1: 5,000 shares 5,000 $1.24M 0.05% +3,620 Timeline GSY 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: 14,165 shares; 2024Q4: 12,355 shares; 2025Q1: 11,078 shares; 2025Q2: 10,878 shares; 2025Q3: 10,380 shares; 2025Q4: 11,895 shares; 2026Q1: 24,734 shares 24,734 $1.24M 0.05% +12,839 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,380 shares 10,380 $1.23M 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares; 2025Q4: 10,059 shares; 2026Q1: 43,591 shares 43,591 $1.22M 0.05% +33,532 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 390 shares; 2025Q4: 376 shares; 2026Q1: 1,390 shares 1,390 $1.2M 0.05% +1,014 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,128 shares 25,128 $1.2M 0.05% new Timeline MMTM 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: 3,200 shares; 2024Q4: 3,462 shares; 2025Q1: 3,643 shares; 2025Q2: 3,403 shares; 2025Q3: 3,175 shares; 2025Q4: 3,009 shares; 2026Q1: 4,280 shares 4,280 $1.2M 0.05% +1,271 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,853 shares 10,853 $1.2M 0.05% new 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: 832 shares; 2024Q4: 1,083 shares; 2025Q1: 1,288 shares; 2025Q2: 1,044 shares; 2025Q3: 1,439 shares; 2025Q4: 1,450 shares; 2026Q1: 3,331 shares 3,331 $1.19M 0.05% +1,881 Timeline QGRW 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: not reported; 2024Q4: 4,276 shares; 2025Q1: 4,580 shares; 2025Q2: 6,672 shares; 2025Q3: 9,899 shares; 2025Q4: 11,775 shares; 2026Q1: 22,248 shares 22,248 $1.19M 0.05% +10,473 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,911 shares 34,911 $1.18M 0.05% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 16,207 shares 16,207 $1.18M 0.05% +12,796 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,537 shares 12,537 $1.18M 0.05% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly 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: 17,206 shares 17,206 $1.17M 0.05% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: not reported; 2025Q1: 5,207 shares; 2025Q2: 6,241 shares; 2025Q3: 5,883 shares; 2025Q4: 6,896 shares; 2026Q1: 22,705 shares 22,705 $1.17M 0.05% +15,809 Timeline USDU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,110 shares 44,110 $1.16M 0.05% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,754 shares; 2025Q4: 1,870 shares; 2026Q1: 2,814 shares 2,814 $1.15M 0.04% +944 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 266 shares; 2025Q4: 322 shares; 2026Q1: 1,192 shares 1,192 $1.15M 0.04% +870 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,950 shares; 2025Q1: 3,092 shares; 2025Q2: 2,868 shares; 2025Q3: 3,468 shares; 2025Q4: 3,351 shares; 2026Q1: 11,839 shares 11,839 $1.14M 0.04% +8,488 Timeline GCC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,440 shares 47,440 $1.14M 0.04% new Timeline IWB 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: 684 shares; 2026Q1: 3,184 shares 3,184 $1.14M 0.04% +2,500 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: 2,452 shares; 2026Q1: 14,155 shares 14,155 $1.13M 0.04% +11,703 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,864 shares; 2025Q4: 17,799 shares; 2026Q1: 33,344 shares 33,344 $1.12M 0.04% +15,545 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: 2,077 shares; 2024Q4: 2,335 shares; 2025Q1: 2,391 shares; 2025Q2: 2,556 shares; 2025Q3: 2,782 shares; 2025Q4: 2,926 shares; 2026Q1: 8,670 shares 8,670 $1.12M 0.04% +5,744 Timeline GAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares; 2026Q1: 22,370 shares 22,370 $1.11M 0.04% +14,302 Timeline IWX 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: 11,891 shares 11,891 $1.1M 0.04% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,278 shares; 2026Q1: 21,520 shares 21,520 $1.1M 0.04% +14,242 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,776 shares; 2026Q1: 14,868 shares 14,868 $1.09M 0.04% +8,092 Timeline FTQI 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: 12,206 shares; 2026Q1: 54,486 shares 54,486 $1.09M 0.04% +42,280 Timeline FSIG 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: 30,319 shares; 2024Q4: 29,648 shares; 2025Q1: 29,563 shares; 2025Q2: 24,856 shares; 2025Q3: 23,330 shares; 2025Q4: 22,720 shares; 2026Q1: 56,847 shares 56,847 $1.08M 0.04% +34,127 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 4,018 shares; 2025Q1: 3,704 shares; 2025Q2: 3,704 shares; 2025Q3: 3,646 shares; 2025Q4: 3,092 shares; 2026Q1: 7,809 shares 7,809 $1.06M 0.04% +4,717 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,256 shares 7,256 $1.06M 0.04% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,666 shares 5,666 $1.05M 0.04% new 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: 5,208 shares; 2024Q4: 5,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares; 2026Q1: 11,200 shares 11,200 $1.04M 0.04% +8,186 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 3,684 shares 3,684 $1.04M 0.04% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 6,505 shares; 2026Q1: 23,981 shares 23,981 $1.03M 0.04% +17,476 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,730 shares 7,730 $1.02M 0.04% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 763 shares; 2026Q1: 3,600 shares 3,600 $1.01M 0.04% +2,837 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,104 shares; 2025Q1: 1,354 shares; 2025Q2: 1,020 shares; 2025Q3: 1,710 shares; 2025Q4: 1,716 shares; 2026Q1: 4,751 shares 4,751 $998K 0.04% +3,035 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: 2,516 shares; 2024Q4: 2,839 shares; 2025Q1: 2,853 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,126 shares 9,126 $995K 0.04% new Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 9,864 shares; 2026Q1: 20,520 shares 20,520 $991K 0.04% +10,656 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,154 shares 13,154 $991K 0.04% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,103 shares; 2024Q4: 13,114 shares; 2025Q1: 13,225 shares; 2025Q2: 10,324 shares; 2025Q3: 294,910 shares; 2025Q4: 285,091 shares; 2026Q1: 18,728 shares 18,728 $986K 0.04% -266,363 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: 4,776 shares 4,776 $985K 0.04% +3,283 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,515 shares; 2024Q4: 14,631 shares; 2025Q1: 18,505 shares; 2025Q2: 14,221 shares; 2025Q3: 12,661 shares; 2025Q4: 10,649 shares; 2026Q1: 21,582 shares 21,582 $985K 0.04% +10,933 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY 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: not reported; 2026Q1: 19,463 shares 19,463 $979K 0.04% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,643 shares; 2025Q1: 1,517 shares; 2025Q2: 1,232 shares; 2025Q3: 1,287 shares; 2025Q4: 1,993 shares; 2026Q1: 3,850 shares 3,850 $978K 0.04% +1,857 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,427 shares; 2025Q1: 3,348 shares; 2025Q2: 3,383 shares; 2025Q3: 3,351 shares; 2025Q4: 3,162 shares; 2026Q1: 6,094 shares 6,094 $968K 0.04% +2,932 Timeline DLN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,206 shares; 2026Q1: 10,836 shares 10,836 $968K 0.04% +6,630 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: 3,854 shares; 2025Q3: 4,282 shares; 2025Q4: 4,002 shares; 2026Q1: 10,485 shares 10,485 $962K 0.04% +6,483 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,285 shares; 2026Q1: 10,794 shares 10,794 $955K 0.04% +4,509 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares 717 $948K 0.04% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,434 shares 3,434 $945K 0.04% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,273 shares; 2024Q4: 6,018 shares; 2025Q1: 7,971 shares; 2025Q2: 7,050 shares; 2025Q3: 2,692 shares; 2025Q4: not reported; 2026Q1: 12,238 shares 12,238 $944K 0.04% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 14,002 shares; 2025Q1: 12,236 shares; 2025Q2: 10,494 shares; 2025Q3: 10,646 shares; 2025Q4: 13,053 shares; 2026Q1: 26,660 shares 26,660 $944K 0.04% +13,607 Timeline IWS 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: 2,996 shares; 2025Q3: 3,021 shares; 2025Q4: 3,056 shares; 2026Q1: 6,470 shares 6,470 $943K 0.04% +3,414 Timeline IEUR 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: 13,342 shares 13,342 $938K 0.04% new Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,846 shares; 2026Q1: 9,794 shares 9,794 $928K 0.04% +4,948 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 88 shares; 2025Q4: 83 shares; 2026Q1: 220 shares 220 $927K 0.04% +137 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,862 shares 9,862 $927K 0.04% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,233 shares; 2025Q1: 4,150 shares; 2025Q2: 4,083 shares; 2025Q3: 3,746 shares; 2025Q4: 3,701 shares; 2026Q1: 7,342 shares 7,342 $925K 0.04% +3,641 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,263 shares 27,263 $914K 0.04% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly 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: 9,769 shares 9,769 $912K 0.04% new Timeline JGLO 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: 6,687 shares; 2024Q4: 8,205 shares; 2025Q1: 11,744 shares; 2025Q2: 8,926 shares; 2025Q3: 4,834 shares; 2025Q4: 5,397 shares; 2026Q1: 13,825 shares 13,825 $902K 0.04% +8,428 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,312 shares; 2025Q1: 5,783 shares; 2025Q2: 4,220 shares; 2025Q3: not reported; 2025Q4: 5,103 shares; 2026Q1: 16,250 shares 16,250 $897K 0.03% +11,147 Timeline VYMI 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: 4,983 shares; 2024Q4: 5,229 shares; 2025Q1: 5,383 shares; 2025Q2: 4,597 shares; 2025Q3: 4,589 shares; 2025Q4: 4,617 shares; 2026Q1: 9,517 shares 9,517 $897K 0.03% +4,900 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,868 shares 7,868 $891K 0.03% new Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,885 shares; 2025Q1: 10,894 shares; 2025Q2: 11,402 shares; 2025Q3: 11,134 shares; 2025Q4: 11,169 shares; 2026Q1: 28,596 shares 28,596 $881K 0.03% +17,427 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $876K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,270 shares 3,270 $872K 0.03% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,703 shares; 2025Q4: 8,243 shares; 2026Q1: 18,216 shares 18,216 $871K 0.03% +9,973 Timeline HFSI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,635 shares; 2026Q1: 24,950 shares 24,950 $866K 0.03% +14,315 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,014 shares; 2026Q1: 19,013 shares 19,013 $864K 0.03% +12,999 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 8,504 shares; 2025Q1: 9,894 shares; 2025Q2: not reported; 2025Q3: 9,181 shares; 2025Q4: 13,383 shares; 2026Q1: 33,471 shares 33,471 $863K 0.03% +20,088 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,190 shares; 2026Q1: 18,192 shares 18,192 $862K 0.03% +14,002 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares 1,164 $859K 0.03% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,298 shares; 2025Q1: 2,322 shares; 2025Q2: 2,519 shares; 2025Q3: 2,593 shares; 2025Q4: 3,000 shares; 2026Q1: 7,411 shares 7,411 $858K 0.03% +4,411 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,282 shares; 2026Q1: 17,228 shares 17,228 $856K 0.03% +12,946 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,798 shares; 2025Q4: 1,984 shares; 2026Q1: 3,132 shares 3,132 $853K 0.03% +1,148 Timeline QFLR 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: 7,526 shares; 2025Q2: 9,835 shares; 2025Q3: 13,599 shares; 2025Q4: 17,627 shares; 2026Q1: 25,432 shares 25,432 $847K 0.03% +7,805 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,210 shares; 2026Q1: 15,615 shares 15,615 $845K 0.03% +10,405 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,269 shares 5,269 $842K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,309 shares; 2026Q1: 3,536 shares 3,536 $836K 0.03% +2,227 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares; 2026Q1: 7,858 shares 7,858 $833K 0.03% +3,895 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,770 shares; 2025Q2: 6,830 shares; 2025Q3: 6,830 shares; 2025Q4: 6,609 shares; 2026Q1: 11,598 shares 11,598 $831K 0.03% +4,989 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,589 shares 4,589 $825K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 1,678 shares 1,678 $824K 0.03% +1,331 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: not reported; 2026Q1: 8,865 shares 8,865 $818K 0.03% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 7,466 shares; 2025Q1: 9,527 shares; 2025Q2: 6,716 shares; 2025Q3: 4,961 shares; 2025Q4: 5,573 shares; 2026Q1: 11,390 shares 11,390 $817K 0.03% +5,817 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,404 shares 8,404 $817K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,799 shares 3,799 $812K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,641 shares; 2026Q1: 4,865 shares 4,865 $798K 0.03% +2,224 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,129 shares 5,129 $796K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,401 shares 2,401 $789K 0.03% new Timeline NLR 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: 1,945 shares; 2025Q4: 2,810 shares; 2026Q1: 5,887 shares 5,887 $784K 0.03% +3,077 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,476 shares 15,476 $780K 0.03% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly 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: 26,275 shares 26,275 $775K 0.03% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,793 shares; 2025Q1: 3,512 shares; 2025Q2: 3,574 shares; 2025Q3: 4,133 shares; 2025Q4: 3,871 shares; 2026Q1: 9,433 shares 9,433 $773K 0.03% +5,562 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,106 shares; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,499 shares; 2025Q4: 1,931 shares; 2026Q1: 4,819 shares 4,819 $773K 0.03% +2,888 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: not reported; 2026Q1: 19,765 shares 19,765 $771K 0.03% new 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: not reported; 2026Q1: 26,820 shares 26,820 $770K 0.03% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,914 shares; 2025Q4: 7,922 shares; 2026Q1: 15,576 shares 15,576 $769K 0.03% +7,654 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL 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: 1,326 shares; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 3,638 shares 3,638 $769K 0.03% +2,312 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: 8,265 shares; 2024Q4: 8,032 shares; 2025Q1: 12,029 shares; 2025Q2: 13,766 shares; 2025Q3: 15,431 shares; 2025Q4: 18,138 shares; 2026Q1: 8,157 shares 8,157 $766K 0.03% -9,981 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,980 shares 6,980 $766K 0.03% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,437 shares; 2025Q1: 6,470 shares; 2025Q2: 6,466 shares; 2025Q3: 7,229 shares; 2025Q4: 7,271 shares; 2026Q1: 16,308 shares 16,308 $762K 0.03% +9,037 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,978 shares 12,978 $760K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,580 shares; 2025Q4: 7,420 shares; 2026Q1: 3,470 shares 3,470 $759K 0.03% -3,950 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 7,857 shares 7,857 $754K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 5,156 shares 5,156 $754K 0.03% new Timeline SIL 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: 8,324 shares 8,324 $750K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,066 shares; 2025Q3: 2,854 shares; 2025Q4: 2,887 shares; 2026Q1: 5,784 shares 5,784 $741K 0.03% +2,897 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: 1,682 shares; 2026Q1: 3,457 shares 3,457 $739K 0.03% +1,775 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: not reported; 2025Q1: not reported; 2025Q2: 20,083 shares; 2025Q3: 18,620 shares; 2025Q4: 19,114 shares; 2026Q1: 41,238 shares 41,238 $732K 0.03% +22,124 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 3,530 shares 3,530 $728K 0.03% new 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: 11,062 shares; 2024Q4: 10,317 shares; 2025Q1: 10,778 shares; 2025Q2: 16,633 shares; 2025Q3: 17,105 shares; 2025Q4: 16,260 shares; 2026Q1: 42,470 shares 42,470 $727K 0.03% +26,210 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,259 shares 2,259 $724K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: 10,822 shares 10,822 $723K 0.03% new Timeline LGOV 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: 55,812 shares; 2024Q4: 54,625 shares; 2025Q1: 61,203 shares; 2025Q2: 16,662 shares; 2025Q3: 14,853 shares; 2025Q4: 14,212 shares; 2026Q1: 33,260 shares 33,260 $717K 0.03% +19,048 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,425 shares 6,425 $709K 0.03% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,921 shares 6,921 $708K 0.03% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,159 shares; 2026Q1: 6,430 shares 6,430 $708K 0.03% +3,271 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,886 shares 4,886 $706K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,616 shares 4,616 $705K 0.03% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,454 shares; 2025Q3: 17,447 shares; 2025Q4: 17,436 shares; 2026Q1: 36,873 shares 36,873 $701K 0.03% +19,437 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly 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: 9,564 shares 9,564 $700K 0.03% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares 3,448 $695K 0.03% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 2,198 shares 2,198 $691K 0.03% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,738 shares; 2025Q2: 8,731 shares; 2025Q3: 8,270 shares; 2025Q4: 8,783 shares; 2026Q1: 17,190 shares 17,190 $690K 0.03% +8,407 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 981 shares 981 $689K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,588 shares; 2025Q2: 1,706 shares; 2025Q3: 2,238 shares; 2025Q4: 2,166 shares; 2026Q1: 4,259 shares 4,259 $689K 0.03% +2,093 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,904 shares; 2025Q4: 11,329 shares; 2026Q1: 30,701 shares 30,701 $687K 0.03% +19,372 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: not reported; 2024Q4: 916 shares; 2025Q1: not reported; 2025Q2: 789 shares; 2025Q3: 854 shares; 2025Q4: 817 shares; 2026Q1: 3,681 shares 3,681 $687K 0.03% +2,864 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,626 shares 6,626 $679K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 3,229 shares 3,229 $675K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,474 shares 11,474 $674K 0.03% new 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: 27,266 shares; 2024Q4: 25,218 shares; 2025Q1: 24,879 shares; 2025Q2: 24,446 shares; 2025Q3: 23,740 shares; 2025Q4: 25,298 shares; 2026Q1: 58,309 shares 58,309 $673K 0.03% +33,011 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,651 shares; 2026Q1: 14,478 shares 14,478 $672K 0.03% +7,827 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,518 shares 13,518 $668K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,424 shares 5,424 $666K 0.03% new Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,700 shares 14,700 $664K 0.03% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 4,549 shares; 2025Q1: 4,635 shares; 2025Q2: 4,840 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,651 shares 9,651 $664K 0.03% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,525 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,652 shares; 2026Q1: 3,106 shares 3,106 $659K 0.03% +1,454 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: 1,530 shares; 2024Q4: 1,781 shares; 2025Q1: 2,368 shares; 2025Q2: 2,832 shares; 2025Q3: 3,109 shares; 2025Q4: 3,014 shares; 2026Q1: 5,435 shares 5,435 $659K 0.03% +2,421 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 8,129 shares; 2025Q1: 8,129 shares; 2025Q2: 6,580 shares; 2025Q3: 5,557 shares; 2025Q4: 4,954 shares; 2026Q1: 9,258 shares 9,258 $658K 0.03% +4,304 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,340 shares 7,340 $658K 0.03% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,768 shares 7,768 $657K 0.03% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly 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: 30,327 shares 30,327 $657K 0.03% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 15,223 shares 15,223 $653K 0.03% new Timeline WTAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,246 shares; 2026Q1: 23,102 shares 23,102 $652K 0.03% +12,856 Timeline IQLT 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: 6,688 shares; 2026Q1: 14,096 shares 14,096 $652K 0.03% +7,408 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly 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: 4,549 shares 4,549 $650K 0.03% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 28,489 shares 28,489 $650K 0.03% new 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: 18,144 shares; 2024Q4: 13,085 shares; 2025Q1: 12,575 shares; 2025Q2: 11,733 shares; 2025Q3: 5,971 shares; 2025Q4: not reported; 2026Q1: 14,656 shares 14,656 $647K 0.03% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,232 shares; 2024Q4: 9,358 shares; 2025Q1: 2,979 shares; 2025Q2: 3,273 shares; 2025Q3: 2,930 shares; 2025Q4: 2,791 shares; 2026Q1: 5,875 shares 5,875 $645K 0.03% +3,084 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 5,848 shares 5,848 $643K 0.03% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,225 shares; 2025Q1: 6,225 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 12,000 shares 12,000 $643K 0.03% +5,925 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,868 shares 12,868 $641K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,677 shares 3,677 $638K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,670 shares 4,670 $635K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,932 shares 6,932 $634K 0.02% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 4,944 shares; 2025Q1: 4,373 shares; 2025Q2: 3,267 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,796 shares 6,796 $634K 0.02% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly 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: 16,905 shares 16,905 $630K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,836 shares; 2026Q1: 23,663 shares 23,663 $630K 0.02% +15,827 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,428 shares 10,428 $625K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,557 shares 2,557 $620K 0.02% new Timeline FNY 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: 3,352 shares; 2024Q4: 3,561 shares; 2025Q1: 3,645 shares; 2025Q2: 3,546 shares; 2025Q3: 3,331 shares; 2025Q4: 3,310 shares; 2026Q1: 6,852 shares 6,852 $620K 0.02% +3,542 Timeline