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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 13,191 shares; 2025Q1: 8,722 shares; 2025Q2: 8,249 shares; 2025Q3: 8,856 shares 8,856 $1.19M 0.03% +607 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,583 shares; 2024Q4: 21,653 shares; 2025Q1: 20,452 shares; 2025Q2: 20,030 shares; 2025Q3: 18,948 shares 18,948 $1.19M 0.03% -1,082 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,426 shares; 2024Q4: 21,864 shares; 2025Q1: 17,088 shares; 2025Q2: 16,393 shares; 2025Q3: 11,148 shares 11,148 $1.19M 0.03% -5,245 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 9,482 shares; 2025Q1: 11,719 shares; 2025Q2: 4,311 shares; 2025Q3: 3,676 shares 3,676 $1.18M 0.03% -635 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,534 shares; 2024Q4: 74,762 shares; 2025Q1: 72,986 shares; 2025Q2: 72,964 shares; 2025Q3: 73,174 shares 73,174 $1.18M 0.03% +210 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 10,812 shares; 2025Q1: 11,465 shares; 2025Q2: 10,957 shares; 2025Q3: 12,318 shares 12,318 $1.17M 0.03% +1,361 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,075 shares; 2025Q1: 6,076 shares; 2025Q2: 5,775 shares; 2025Q3: 5,762 shares 5,762 $1.17M 0.03% -13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 2,708 shares; 2025Q1: 8,550 shares; 2025Q2: 46,097 shares; 2025Q3: 58,312 shares 58,312 $1.17M 0.03% +12,215 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,264 shares; 2024Q4: 41,505 shares; 2025Q1: 42,063 shares; 2025Q2: 39,824 shares; 2025Q3: 39,509 shares 39,509 $1.17M 0.03% -315 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,126 shares; 2024Q4: 52,520 shares; 2025Q1: 57,518 shares; 2025Q2: 58,793 shares; 2025Q3: 59,405 shares 59,405 $1.16M 0.03% +612 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,325 shares; 2024Q4: 16,464 shares; 2025Q1: 17,479 shares; 2025Q2: 17,860 shares; 2025Q3: 16,716 shares 16,716 $1.16M 0.03% -1,144 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,862 shares; 2024Q4: 22,645 shares; 2025Q1: 23,364 shares; 2025Q2: 26,932 shares; 2025Q3: 28,028 shares 28,028 $1.16M 0.03% +1,096 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,203 shares; 2025Q1: 2,618 shares; 2025Q2: 5,631 shares; 2025Q3: 5,754 shares 5,754 $1.16M 0.03% +123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 3,103 shares; 2025Q1: 3,308 shares; 2025Q2: 11,982 shares; 2025Q3: 13,633 shares 13,633 $1.15M 0.03% +1,651 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,790 shares; 2024Q4: 26,666 shares; 2025Q1: 19,823 shares; 2025Q2: 22,729 shares; 2025Q3: 21,094 shares 21,094 $1.15M 0.03% -1,635 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,131 shares; 2024Q4: 35,398 shares; 2025Q1: 35,586 shares; 2025Q2: 36,709 shares; 2025Q3: 41,262 shares 41,262 $1.15M 0.03% +4,553 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,363 shares; 2024Q4: 43,264 shares; 2025Q1: 54,918 shares; 2025Q2: 55,208 shares; 2025Q3: 55,696 shares 55,696 $1.15M 0.03% +488 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,243 shares; 2024Q4: 9,265 shares; 2025Q1: 9,489 shares; 2025Q2: 8,640 shares; 2025Q3: 13,936 shares 13,936 $1.14M 0.03% +5,296 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 13,149 shares; 2025Q1: 17,649 shares; 2025Q2: 24,515 shares; 2025Q3: 27,465 shares 27,465 $1.14M 0.03% +2,950 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,708 shares; 2025Q2: 33,935 shares; 2025Q3: 24,510 shares 24,510 $1.14M 0.03% -9,425 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 9,415 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,175 shares 10,175 $1.14M 0.03% +32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,970 shares; 2024Q4: 22,609 shares; 2025Q1: 21,744 shares; 2025Q2: 23,507 shares; 2025Q3: 25,338 shares 25,338 $1.13M 0.03% +1,831 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 6,952 shares; 2025Q1: 9,410 shares; 2025Q2: 10,760 shares; 2025Q3: 8,512 shares 8,512 $1.12M 0.03% -2,248 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,538 shares; 2024Q4: 47,236 shares; 2025Q1: 51,866 shares; 2025Q2: 52,042 shares; 2025Q3: 58,085 shares 58,085 $1.11M 0.03% +6,043 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,129 shares; 2024Q4: 24,004 shares; 2025Q1: 22,729 shares; 2025Q2: 22,275 shares; 2025Q3: 25,473 shares 25,473 $1.11M 0.03% +3,198 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,035 shares; 2025Q2: 47,038 shares; 2025Q3: 42,642 shares 42,642 $1.11M 0.03% -4,396 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 44,942 shares; 2025Q1: 47,227 shares; 2025Q2: 48,227 shares; 2025Q3: 50,264 shares 50,264 $1.11M 0.03% +2,037 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,253 shares; 2025Q3: 43,574 shares 43,574 $1.1M 0.03% +9,321 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,125 shares; 2024Q4: 159,421 shares; 2025Q1: 153,870 shares; 2025Q2: 136,506 shares; 2025Q3: 24,133 shares 24,133 $1.1M 0.02% -112,373 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,277 shares; 2025Q1: 1,323 shares; 2025Q2: 1,452 shares; 2025Q3: 1,424 shares 1,424 $1.1M 0.02% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 11,104 shares; 2025Q1: 18,884 shares; 2025Q2: 10,782 shares; 2025Q3: 36,333 shares 36,333 $1.09M 0.02% +25,551 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,965 shares; 2025Q1: 6,787 shares; 2025Q2: 9,265 shares; 2025Q3: 10,541 shares 10,541 $1.09M 0.02% +1,276 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,888 shares; 2024Q4: 26,793 shares; 2025Q1: 17,867 shares; 2025Q2: 22,970 shares; 2025Q3: 22,819 shares 22,819 $1.09M 0.02% -151 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 16,993 shares; 2025Q1: 18,178 shares; 2025Q2: 18,565 shares; 2025Q3: 19,195 shares 19,195 $1.08M 0.02% +630 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,187 shares; 2024Q4: 28,538 shares; 2025Q1: 25,480 shares; 2025Q2: 25,606 shares; 2025Q3: 25,659 shares 25,659 $1.08M 0.02% +53 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 14,074 shares; 2025Q1: 13,505 shares; 2025Q2: 12,784 shares; 2025Q3: 12,749 shares 12,749 $1.08M 0.02% -35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares; 2025Q2: 21,010 shares; 2025Q3: 37,901 shares 37,901 $1.08M 0.02% +16,891 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 27,751 shares; 2025Q1: 32,616 shares; 2025Q2: 38,755 shares; 2025Q3: 49,876 shares 49,876 $1.08M 0.02% +11,121 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 6,276 shares; 2025Q1: 5,815 shares; 2025Q2: 9,653 shares; 2025Q3: 10,430 shares 10,430 $1.08M 0.02% +777 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,401 shares; 2024Q4: 17,409 shares; 2025Q1: 17,339 shares; 2025Q2: 17,255 shares; 2025Q3: 17,421 shares 17,421 $1.07M 0.02% +166 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 17,093 shares; 2025Q3: 21,269 shares 21,269 $1.07M 0.02% +4,176 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,165 shares; 2024Q4: 26,109 shares; 2025Q1: 26,608 shares; 2025Q2: 20,461 shares; 2025Q3: 24,972 shares 24,972 $1.07M 0.02% +4,511 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,102 shares; 2024Q4: 28,522 shares; 2025Q1: 29,329 shares; 2025Q2: 32,820 shares; 2025Q3: 32,820 shares 32,820 $1.07M 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,421 shares; 2025Q1: 3,021 shares; 2025Q2: 2,983 shares; 2025Q3: 3,135 shares 3,135 $1.07M 0.02% +152 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,204 shares; 2025Q1: 13,974 shares; 2025Q2: 13,928 shares; 2025Q3: 19,534 shares 19,534 $1.07M 0.02% +5,606 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,565 shares; 2025Q1: 2,890 shares; 2025Q2: 3,122 shares; 2025Q3: 10,978 shares 10,978 $1.06M 0.02% +7,856 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,017 shares; 2025Q2: 40,553 shares; 2025Q3: 39,055 shares 39,055 $1.06M 0.02% -1,498 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 9,917 shares; 2025Q1: 9,025 shares; 2025Q2: 9,365 shares; 2025Q3: 9,394 shares 9,394 $1.06M 0.02% +29 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,341 shares; 2024Q4: 37,874 shares; 2025Q1: 36,091 shares; 2025Q2: 32,953 shares; 2025Q3: 31,440 shares 31,440 $1.05M 0.02% -1,513 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,416 shares; 2024Q4: 60,153 shares; 2025Q1: 57,293 shares; 2025Q2: 54,119 shares; 2025Q3: 54,584 shares 54,584 $1.05M 0.02% +465 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,998 shares; 2025Q1: 13,506 shares; 2025Q2: 13,933 shares; 2025Q3: 13,397 shares 13,397 $1.04M 0.02% -536 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,743 shares; 2025Q1: 10,249 shares; 2025Q2: 9,644 shares; 2025Q3: 9,212 shares 9,212 $1.03M 0.02% -432 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 14,387 shares; 2025Q1: 21,525 shares; 2025Q2: 24,026 shares; 2025Q3: 32,454 shares 32,454 $1.03M 0.02% +8,428 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,684 shares; 2024Q4: 30,082 shares; 2025Q1: 31,118 shares; 2025Q2: 31,775 shares; 2025Q3: 32,912 shares 32,912 $1.03M 0.02% +1,137 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 8,465 shares 8,465 $1.03M 0.02% +4,215 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 14,562 shares; 2025Q1: 15,105 shares; 2025Q2: 14,795 shares; 2025Q3: 15,418 shares 15,418 $1.02M 0.02% +623 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 5,806 shares; 2025Q1: 5,698 shares; 2025Q2: 5,767 shares; 2025Q3: 5,705 shares 5,705 $1.02M 0.02% -62 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 24,764 shares; 2025Q1: 24,235 shares; 2025Q2: 24,896 shares; 2025Q3: 24,808 shares 24,808 $1.02M 0.02% -88 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,499 shares; 2024Q4: 59,985 shares; 2025Q1: 65,038 shares; 2025Q2: 67,025 shares; 2025Q3: 71,353 shares 71,353 $1.02M 0.02% +4,328 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,877 shares; 2024Q4: 32,014 shares; 2025Q1: 40,249 shares; 2025Q2: 45,124 shares; 2025Q3: 52,665 shares 52,665 $1.01M 0.02% +7,541 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 11,177 shares; 2025Q1: 9,854 shares; 2025Q2: 49,453 shares; 2025Q3: 23,133 shares 23,133 $1.01M 0.02% -26,320 Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,291 shares; 2025Q2: 40,673 shares; 2025Q3: 38,484 shares 38,484 $1.01M 0.02% -2,189 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,063 shares 48,063 $1M 0.02% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,699 shares; 2024Q4: 19,582 shares; 2025Q1: 20,027 shares; 2025Q2: 19,609 shares; 2025Q3: 20,703 shares 20,703 $1M 0.02% +1,094 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 2,414 shares; 2025Q1: 25,260 shares; 2025Q2: 26,183 shares; 2025Q3: 28,365 shares 28,365 $1M 0.02% +2,182 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 13,763 shares; 2025Q1: 15,842 shares; 2025Q2: 17,580 shares; 2025Q3: 22,342 shares 22,342 $995K 0.02% +4,762 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 51,856 shares; 2025Q1: 19,140 shares; 2025Q2: 17,864 shares; 2025Q3: 31,674 shares 31,674 $995K 0.02% +13,810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,754 shares; 2025Q1: 17,781 shares; 2025Q2: 24,484 shares; 2025Q3: 25,504 shares 25,504 $990K 0.02% +1,020 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,209 shares; 2025Q1: 4,857 shares; 2025Q2: 4,712 shares; 2025Q3: 5,282 shares 5,282 $988K 0.02% +570 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,625 shares; 2025Q2: 44,101 shares; 2025Q3: 46,066 shares 46,066 $987K 0.02% +1,965 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,370 shares; 2024Q4: 50,623 shares; 2025Q1: 47,121 shares; 2025Q2: 46,737 shares; 2025Q3: 48,328 shares 48,328 $986K 0.02% +1,591 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,038 shares; 2024Q4: 63,611 shares; 2025Q1: 21,189 shares; 2025Q2: 22,771 shares; 2025Q3: 26,105 shares 26,105 $986K 0.02% +3,334 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,694 shares; 2025Q1: 7,906 shares; 2025Q2: 7,940 shares; 2025Q3: 8,895 shares 8,895 $986K 0.02% +955 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,364 shares; 2024Q4: 19,768 shares; 2025Q1: 18,101 shares; 2025Q2: 17,445 shares; 2025Q3: 23,174 shares 23,174 $984K 0.02% +5,729 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 12,507 shares; 2025Q1: 11,868 shares; 2025Q2: 11,953 shares; 2025Q3: 11,780 shares 11,780 $984K 0.02% -173 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,925 shares; 2025Q2: 49,562 shares; 2025Q3: 48,535 shares 48,535 $982K 0.02% -1,027 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,099 shares; 2025Q1: 4,268 shares; 2025Q2: 3,605 shares; 2025Q3: 4,415 shares 4,415 $981K 0.02% +810 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,674 shares; 2024Q4: 43,504 shares; 2025Q1: 42,938 shares; 2025Q2: 39,088 shares; 2025Q3: 38,062 shares 38,062 $979K 0.02% -1,026 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 13,500 shares; 2025Q1: 29,040 shares; 2025Q2: 28,670 shares; 2025Q3: 28,140 shares 28,140 $972K 0.02% -530 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,832 shares; 2024Q4: 75,078 shares; 2025Q1: 31,415 shares; 2025Q2: 27,315 shares; 2025Q3: 26,659 shares 26,659 $966K 0.02% -656 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 4,616 shares; 2025Q1: 4,246 shares; 2025Q2: 4,071 shares; 2025Q3: 4,732 shares 4,732 $964K 0.02% +661 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,306 shares; 2025Q1: 3,756 shares; 2025Q2: 4,339 shares; 2025Q3: 4,170 shares 4,170 $959K 0.02% -169 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 8,138 shares; 2025Q1: 8,053 shares; 2025Q2: 6,958 shares; 2025Q3: 6,863 shares 6,863 $957K 0.02% -95 Timeline ISBA ISABELLA BK CORP More: the full row for ISABELLA BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,021 shares 27,021 $952K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,007 shares; 2024Q4: 15,009 shares; 2025Q1: 26,576 shares; 2025Q2: 26,342 shares; 2025Q3: 20,258 shares 20,258 $951K 0.02% -6,084 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,945 shares; 2025Q1: 6,993 shares; 2025Q2: 7,023 shares; 2025Q3: 7,280 shares 7,280 $948K 0.02% +257 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,279 shares; 2025Q1: 7,289 shares; 2025Q2: 7,528 shares; 2025Q3: 7,525 shares 7,525 $948K 0.02% -3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,797 shares; 2025Q1: 2,820 shares; 2025Q2: 2,668 shares; 2025Q3: 2,729 shares 2,729 $945K 0.02% +61 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,950 shares; 2025Q2: 4,780 shares; 2025Q3: 8,253 shares 8,253 $940K 0.02% +3,473 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,203 shares; 2025Q1: 9,179 shares; 2025Q2: 9,178 shares; 2025Q3: 9,200 shares 9,200 $938K 0.02% +22 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,847 shares; 2024Q4: 29,408 shares; 2025Q1: 25,588 shares; 2025Q2: 22,955 shares; 2025Q3: 19,188 shares 19,188 $937K 0.02% -3,767 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 20,038 shares; 2025Q1: 23,136 shares; 2025Q2: 22,783 shares; 2025Q3: 25,023 shares 25,023 $933K 0.02% +2,240 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,693 shares; 2024Q4: 13,734 shares; 2025Q1: 42,154 shares; 2025Q2: 46,854 shares; 2025Q3: 44,631 shares 44,631 $927K 0.02% -2,223 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,945 shares; 2024Q4: 50,298 shares; 2025Q1: 51,541 shares; 2025Q2: 52,108 shares; 2025Q3: 44,650 shares 44,650 $924K 0.02% -7,458 NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,057 shares; 2024Q4: 21,015 shares; 2025Q1: 20,359 shares; 2025Q2: 21,229 shares; 2025Q3: 21,015 shares 21,015 $921K 0.02% -214 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 4,830 shares; 2025Q2: 15,866 shares; 2025Q3: 17,589 shares 17,589 $920K 0.02% +1,723 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 14,489 shares; 2025Q3: 17,962 shares 17,962 $920K 0.02% +3,473 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,203 shares; 2025Q1: 2,206 shares; 2025Q2: 17,260 shares; 2025Q3: 22,281 shares 22,281 $918K 0.02% +5,021 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,307 shares; 2024Q4: 31,023 shares; 2025Q1: 34,021 shares; 2025Q2: 28,423 shares; 2025Q3: 27,309 shares 27,309 $918K 0.02% -1,114 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,772 shares; 2025Q1: 4,670 shares; 2025Q2: 4,755 shares; 2025Q3: 4,748 shares 4,748 $915K 0.02% -7 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 24,812 shares; 2025Q1: 27,103 shares; 2025Q2: 21,094 shares; 2025Q3: 21,123 shares 21,123 $910K 0.02% +29 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 18,167 shares; 2025Q1: 27,164 shares; 2025Q2: 30,488 shares; 2025Q3: 36,034 shares 36,034 $908K 0.02% +5,546 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,198 shares; 2024Q4: 48,459 shares; 2025Q1: 46,092 shares; 2025Q2: 42,882 shares; 2025Q3: 40,704 shares 40,704 $907K 0.02% -2,178 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,090 shares; 2024Q4: 46,293 shares; 2025Q1: 29,465 shares; 2025Q2: 31,368 shares; 2025Q3: 27,616 shares 27,616 $905K 0.02% -3,752 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,250 shares; 2025Q1: 22,620 shares; 2025Q2: 33,520 shares; 2025Q3: 34,660 shares 34,660 $903K 0.02% +1,140 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,725 shares; 2024Q4: 56,012 shares; 2025Q1: 62,293 shares; 2025Q2: 63,005 shares; 2025Q3: 67,911 shares 67,911 $898K 0.02% +4,906 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,490 shares; 2024Q4: 24,663 shares; 2025Q1: 36,855 shares; 2025Q2: 35,596 shares; 2025Q3: 36,196 shares 36,196 $898K 0.02% +600 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,287 shares; 2025Q1: 6,874 shares; 2025Q2: 6,845 shares; 2025Q3: 6,802 shares 6,802 $892K 0.02% -43 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,467 shares; 2025Q1: 1,337 shares; 2025Q2: 1,185 shares; 2025Q3: 1,176 shares 1,176 $892K 0.02% -9 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 129,596 shares; 2025Q1: 135,865 shares; 2025Q2: 136,165 shares; 2025Q3: 136,514 shares 136,514 $890K 0.02% +349 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 29,742 shares; 2025Q1: 29,348 shares; 2025Q2: 31,273 shares; 2025Q3: 33,023 shares 33,023 $887K 0.02% +1,750 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,458 shares; 2024Q4: 130,025 shares; 2025Q1: 154,644 shares; 2025Q2: 167,535 shares; 2025Q3: 38,763 shares 38,763 $884K 0.02% -128,772 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 2,037 shares; 2025Q1: 1,978 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares 2,228 $883K 0.02% +10 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 5,304 shares; 2025Q1: 16,135 shares; 2025Q2: 20,535 shares; 2025Q3: 24,009 shares 24,009 $881K 0.02% +3,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 35,327 shares; 2025Q1: 30,690 shares; 2025Q2: 47,397 shares; 2025Q3: 32,614 shares 32,614 $879K 0.02% -14,783 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,785 shares; 2024Q4: 76,387 shares; 2025Q1: 91,784 shares; 2025Q2: 100,898 shares; 2025Q3: 106,950 shares 106,950 $875K 0.02% +6,052 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 17,052 shares; 2025Q2: 15,911 shares; 2025Q3: 16,691 shares 16,691 $873K 0.02% +780 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,107 shares; 2025Q1: 4,102 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares 4,102 $869K 0.02% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 21,310 shares; 2025Q1: 28,403 shares; 2025Q2: 13,575 shares; 2025Q3: 15,284 shares 15,284 $863K 0.02% +1,709 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,781 shares; 2024Q4: 62,122 shares; 2025Q1: 35,859 shares; 2025Q2: 35,890 shares; 2025Q3: 37,300 shares 37,300 $862K 0.02% +1,410 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,390 shares; 2025Q2: 37,200 shares; 2025Q3: 37,348 shares 37,348 $862K 0.02% +148 Timeline PMIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,900 shares 16,900 $861K 0.02% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,208 shares; 2025Q1: 3,127 shares; 2025Q2: 5,933 shares; 2025Q3: 8,574 shares 8,574 $853K 0.02% +2,641 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 2,523 shares; 2025Q3: 26,024 shares 26,024 $851K 0.02% +23,501 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 15,730 shares; 2025Q3: 32,505 shares 32,505 $850K 0.02% +16,775 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,290 shares; 2024Q4: 63,710 shares; 2025Q1: 47,846 shares; 2025Q2: 16,764 shares; 2025Q3: 12,568 shares 12,568 $848K 0.02% -4,196 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,972 shares; 2025Q3: 24,803 shares 24,803 $847K 0.02% +14,831 Timeline JANH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,489 shares; 2024Q4: 29,859 shares; 2025Q1: 63,929 shares; 2025Q2: 57,346 shares; 2025Q3: 33,931 shares 33,931 $840K 0.02% -23,415 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 521 shares; 2025Q2: 13,240 shares; 2025Q3: 31,403 shares 31,403 $839K 0.02% +18,163 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,562 shares; 2024Q4: 26,062 shares; 2025Q1: 25,357 shares; 2025Q2: 21,827 shares; 2025Q3: 21,827 shares 21,827 $839K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,629 shares; 2025Q1: 6,500 shares; 2025Q2: 6,846 shares; 2025Q3: 7,505 shares 7,505 $838K 0.02% +659 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 8,906 shares; 2025Q1: 9,000 shares; 2025Q2: 9,325 shares; 2025Q3: 10,035 shares 10,035 $830K 0.02% +710 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,336 shares; 2025Q1: 2,315 shares; 2025Q2: 2,577 shares; 2025Q3: 2,579 shares 2,579 $825K 0.02% +2 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,803 shares; 2024Q4: 13,803 shares; 2025Q1: 13,803 shares; 2025Q2: 12,762 shares; 2025Q3: 16,598 shares 16,598 $824K 0.02% +3,836 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,624 shares; 2025Q1: 4,588 shares; 2025Q2: 4,276 shares; 2025Q3: 4,233 shares 4,233 $811K 0.02% -43 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,696 shares; 2025Q1: 3,760 shares; 2025Q2: 3,228 shares; 2025Q3: 3,093 shares 3,093 $806K 0.02% -135 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 21,216 shares; 2025Q1: 22,364 shares; 2025Q2: 23,574 shares; 2025Q3: 33,667 shares 33,667 $806K 0.02% +10,093 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 4,397 shares; 2025Q1: 4,115 shares; 2025Q2: 4,237 shares; 2025Q3: 4,517 shares 4,517 $805K 0.02% +280 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 12,790 shares; 2025Q1: 18,624 shares; 2025Q2: 22,193 shares; 2025Q3: 25,778 shares 25,778 $803K 0.02% +3,585 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 28,553 shares; 2025Q1: 41,684 shares; 2025Q2: 42,292 shares; 2025Q3: 42,670 shares 42,670 $803K 0.02% +378 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,730 shares; 2024Q4: 28,467 shares; 2025Q1: 22,868 shares; 2025Q2: 17,252 shares; 2025Q3: 22,890 shares 22,890 $798K 0.02% +5,638 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 5,713 shares; 2025Q1: 14,809 shares; 2025Q2: 15,186 shares; 2025Q3: 17,133 shares 17,133 $795K 0.02% +1,947 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,987 shares; 2025Q1: 7,373 shares; 2025Q2: 7,304 shares; 2025Q3: 7,156 shares 7,156 $794K 0.02% -148 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,246 shares; 2025Q1: 5,273 shares; 2025Q2: 5,609 shares; 2025Q3: 7,433 shares 7,433 $794K 0.02% +1,824 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,481 shares; 2024Q4: 16,901 shares; 2025Q1: 15,324 shares; 2025Q2: 15,323 shares; 2025Q3: 15,010 shares 15,010 $793K 0.02% -313 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,163 shares; 2024Q4: 70,136 shares; 2025Q1: 78,920 shares; 2025Q2: 96,248 shares; 2025Q3: 105,712 shares 105,712 $793K 0.02% +9,464 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 9,926 shares; 2025Q1: 9,480 shares; 2025Q2: 9,443 shares; 2025Q3: 10,253 shares 10,253 $787K 0.02% +810 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,261 shares; 2024Q4: 33,654 shares; 2025Q1: 25,299 shares; 2025Q2: 24,580 shares; 2025Q3: 18,249 shares 18,249 $785K 0.02% -6,331 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 23,719 shares; 2025Q1: 23,469 shares; 2025Q2: 23,658 shares; 2025Q3: 23,466 shares 23,466 $783K 0.02% -192 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,045 shares; 2024Q4: 24,486 shares; 2025Q1: 26,527 shares; 2025Q2: 15,037 shares; 2025Q3: 17,818 shares 17,818 $783K 0.02% +2,781 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,730 shares 18,730 $783K 0.02% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,913 shares; 2024Q4: 8,457 shares; 2025Q1: 7,852 shares; 2025Q2: 7,697 shares; 2025Q3: 7,518 shares 7,518 $779K 0.02% -179 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 11,521 shares; 2025Q1: 11,477 shares; 2025Q2: 11,432 shares; 2025Q3: 11,740 shares 11,740 $779K 0.02% +308 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,357 shares; 2024Q4: 20,983 shares; 2025Q1: 21,466 shares; 2025Q2: 19,503 shares; 2025Q3: 15,107 shares 15,107 $778K 0.02% -4,396 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 1,209 shares; 2025Q1: 1,860 shares; 2025Q2: 3,771 shares; 2025Q3: 3,959 shares 3,959 $776K 0.02% +188 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 6,438 shares; 2025Q1: 6,115 shares; 2025Q2: 5,958 shares; 2025Q3: 5,960 shares 5,960 $773K 0.02% +2 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,165 shares; 2025Q1: 4,577 shares; 2025Q2: 4,560 shares; 2025Q3: 4,583 shares 4,583 $772K 0.02% +23 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,696 shares; 2025Q2: 70,333 shares; 2025Q3: 28,585 shares 28,585 $768K 0.02% -41,748 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,192 shares; 2024Q4: 20,620 shares; 2025Q1: 19,987 shares; 2025Q2: 22,985 shares; 2025Q3: 14,685 shares 14,685 $767K 0.02% -8,300 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,676 shares; 2025Q1: 1,696 shares; 2025Q2: 1,652 shares; 2025Q3: 1,600 shares 1,600 $760K 0.02% -52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 11,015 shares; 2025Q1: 5,975 shares; 2025Q2: 5,560 shares; 2025Q3: 5,379 shares 5,379 $759K 0.02% -181 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 7,465 shares; 2025Q1: 6,291 shares; 2025Q2: 5,883 shares; 2025Q3: 5,916 shares 5,916 $759K 0.02% +33 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 176 shares; 2025Q1: 795 shares; 2025Q2: 2,446 shares; 2025Q3: 3,867 shares 3,867 $757K 0.02% +1,421 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,522 shares; 2025Q2: 2,976 shares; 2025Q3: 1,685 shares 1,685 $754K 0.02% -1,291 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,051 shares; 2024Q4: 23,845 shares; 2025Q1: 26,943 shares; 2025Q2: 27,009 shares; 2025Q3: 26,606 shares 26,606 $753K 0.02% -403 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 6,863 shares; 2025Q1: 6,722 shares; 2025Q2: 6,754 shares; 2025Q3: 6,938 shares 6,938 $752K 0.02% +184 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,596 shares; 2025Q3: 13,460 shares 13,460 $751K 0.02% +10,864 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 41,837 shares; 2025Q1: 51,229 shares; 2025Q2: 55,169 shares; 2025Q3: 48,506 shares 48,506 $751K 0.02% -6,663 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 693 shares; 2025Q2: 643 shares; 2025Q3: 642 shares 642 $749K 0.02% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 28,156 shares; 2025Q1: 39,382 shares; 2025Q2: 29,547 shares; 2025Q3: 27,730 shares 27,730 $747K 0.02% -1,817 Timeline CVLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 2,694 shares; 2025Q1: 4,012 shares; 2025Q2: 7,318 shares; 2025Q3: 9,084 shares 9,084 $744K 0.02% +1,766 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,723 shares; 2025Q1: 1,826 shares; 2025Q2: 1,871 shares; 2025Q3: 1,752 shares 1,752 $740K 0.02% -119 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,539 shares; 2024Q4: 63,399 shares; 2025Q1: 61,969 shares; 2025Q2: 62,132 shares; 2025Q3: 25,750 shares 25,750 $740K 0.02% -36,382 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 8,180 shares; 2025Q1: 8,512 shares; 2025Q2: 7,878 shares; 2025Q3: 8,224 shares 8,224 $738K 0.02% +346 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,699 shares; 2024Q4: 37,617 shares; 2025Q1: 12,331 shares; 2025Q2: 12,065 shares; 2025Q3: 6,402 shares 6,402 $729K 0.02% -5,663 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 7,818 shares; 2025Q1: 7,607 shares; 2025Q2: 7,596 shares; 2025Q3: 7,620 shares 7,620 $727K 0.02% +24 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,773 shares; 2024Q4: 28,046 shares; 2025Q1: 16,944 shares; 2025Q2: 27,008 shares; 2025Q3: 25,354 shares 25,354 $726K 0.02% -1,654 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 3,486 shares; 2025Q1: 3,948 shares; 2025Q2: 3,977 shares; 2025Q3: 4,068 shares 4,068 $725K 0.02% +91 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,554 shares; 2024Q4: 7,572 shares; 2025Q1: 10,861 shares; 2025Q2: 13,774 shares; 2025Q3: 14,179 shares 14,179 $720K 0.02% +405 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,710 shares; 2024Q4: 90,067 shares; 2025Q1: 93,804 shares; 2025Q2: 91,809 shares; 2025Q3: 20,499 shares 20,499 $716K 0.02% -71,310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 3,376 shares; 2025Q1: 4,230 shares; 2025Q2: 8,102 shares; 2025Q3: 10,490 shares 10,490 $716K 0.02% +2,388 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 3,067 shares; 2025Q1: 3,030 shares; 2025Q2: 7,017 shares; 2025Q3: 7,093 shares 7,093 $714K 0.02% +76 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 17,082 shares; 2025Q1: 15,376 shares; 2025Q2: 15,376 shares; 2025Q3: 27,463 shares 27,463 $714K 0.02% +12,087 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 6,851 shares; 2025Q1: 11,344 shares; 2025Q2: 12,434 shares; 2025Q3: 14,968 shares 14,968 $709K 0.02% +2,534 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,547 shares; 2025Q2: 135,770 shares; 2025Q3: 26,305 shares 26,305 $707K 0.02% -109,465 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,616 shares; 2024Q4: 21,988 shares; 2025Q1: 21,853 shares; 2025Q2: 23,088 shares; 2025Q3: 24,094 shares 24,094 $704K 0.02% +1,006 Timeline VTEI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 6,735 shares; 2025Q1: 5,061 shares; 2025Q2: 4,906 shares; 2025Q3: 7,013 shares 7,013 $704K 0.02% +2,107 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,263 shares; 2024Q4: 17,058 shares; 2025Q1: 16,051 shares; 2025Q2: 16,162 shares; 2025Q3: 13,926 shares 13,926 $703K 0.02% -2,236 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 2,169 shares; 2025Q2: 26,306 shares; 2025Q3: 26,306 shares 26,306 $702K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,407 shares; 2025Q1: 3,034 shares; 2025Q2: 3,121 shares; 2025Q3: 2,950 shares 2,950 $699K 0.02% -171 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,517 shares; 2025Q1: 3,748 shares; 2025Q2: 3,755 shares; 2025Q3: 3,234 shares 3,234 $694K 0.02% -521 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 8,210 shares; 2025Q1: 8,302 shares; 2025Q2: 8,857 shares; 2025Q3: 9,205 shares 9,205 $694K 0.02% +348 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 7,953 shares; 2025Q1: 16,541 shares; 2025Q2: 17,360 shares; 2025Q3: 18,401 shares 18,401 $694K 0.02% +1,041 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: 60,568 shares; 2025Q2: 59,729 shares; 2025Q3: 15,836 shares 15,836 $688K 0.02% -43,893 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 971 shares; 2025Q1: 2,238 shares; 2025Q2: 4,376 shares; 2025Q3: 4,554 shares 4,554 $687K 0.02% +178 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,485 shares; 2025Q1: 6,431 shares; 2025Q2: 6,306 shares; 2025Q3: 6,202 shares 6,202 $687K 0.02% -104 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,593 shares; 2024Q4: 46,466 shares; 2025Q1: 28,275 shares; 2025Q2: 45,812 shares; 2025Q3: 45,976 shares 45,976 $687K 0.02% +164 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,683 shares; 2024Q4: 3,995 shares; 2025Q1: 4,589 shares; 2025Q2: 4,234 shares; 2025Q3: 23,405 shares 23,405 $687K 0.02% +19,171 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,851 shares; 2025Q1: 5,018 shares; 2025Q2: 5,245 shares; 2025Q3: 5,420 shares 5,420 $683K 0.02% +175 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 2,269 shares; 2025Q1: 1,459 shares; 2025Q2: 8,243 shares; 2025Q3: 15,511 shares 15,511 $681K 0.02% +7,268 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,523 shares; 2025Q1: 2,499 shares; 2025Q2: 2,503 shares; 2025Q3: 2,260 shares 2,260 $679K 0.02% -243 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 6,511 shares; 2025Q1: 5,972 shares; 2025Q2: 5,281 shares; 2025Q3: 5,291 shares 5,291 $679K 0.02% +10 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,970 shares; 2024Q4: 33,653 shares; 2025Q1: 21,012 shares; 2025Q2: 19,247 shares; 2025Q3: 20,899 shares 20,899 $677K 0.02% +1,652 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,400 shares; 2024Q4: 29,317 shares; 2025Q1: 29,317 shares; 2025Q2: 29,317 shares; 2025Q3: 29,317 shares 29,317 $676K 0.02% 0 KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,324 shares; 2025Q1: 6,324 shares; 2025Q2: 6,239 shares; 2025Q3: 26,418 shares 26,418 $673K 0.02% +20,179 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,290 shares; 2025Q1: 5,420 shares; 2025Q2: 5,331 shares; 2025Q3: 5,306 shares 5,306 $673K 0.02% -25 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,888 shares; 2024Q4: 23,493 shares; 2025Q1: 22,791 shares; 2025Q2: 21,525 shares; 2025Q3: 21,382 shares 21,382 $672K 0.02% -143 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,512 shares; 2025Q1: 10,019 shares; 2025Q2: 9,431 shares; 2025Q3: 10,558 shares 10,558 $671K 0.02% +1,127 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 21,677 shares; 2025Q1: 21,201 shares; 2025Q2: 20,430 shares; 2025Q3: 19,371 shares 19,371 $665K 0.02% -1,059 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 6,685 shares; 2025Q1: 6,634 shares; 2025Q2: 6,587 shares; 2025Q3: 6,878 shares 6,878 $664K 0.02% +291 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,951 shares; 2024Q4: 51,076 shares; 2025Q1: 51,076 shares; 2025Q2: 51,076 shares; 2025Q3: 80,866 shares 80,866 $663K 0.02% +29,790 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,107 shares; 2025Q1: 34,434 shares; 2025Q2: 34,774 shares; 2025Q3: 39,173 shares 39,173 $662K 0.02% +4,399 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,127 shares; 2025Q2: 16,246 shares; 2025Q3: 28,536 shares 28,536 $659K 0.01% +12,290 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,955 shares; 2024Q4: 79,721 shares; 2025Q1: 84,622 shares; 2025Q2: 86,196 shares; 2025Q3: 17,895 shares 17,895 $658K 0.01% -68,301 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 14,546 shares; 2025Q2: 13,133 shares; 2025Q3: 13,135 shares 13,135 $657K 0.01% +2 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 7,748 shares; 2025Q1: 7,749 shares; 2025Q2: 7,501 shares; 2025Q3: 7,502 shares 7,502 $655K 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,652 shares; 2025Q1: 4,272 shares; 2025Q2: 4,482 shares; 2025Q3: 4,515 shares 4,515 $653K 0.01% +33 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 4,702 shares; 2025Q1: 4,627 shares; 2025Q2: 5,173 shares; 2025Q3: 6,333 shares 6,333 $652K 0.01% +1,160 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 7,948 shares; 2025Q1: 10,851 shares; 2025Q2: 13,938 shares; 2025Q3: 14,834 shares 14,834 $652K 0.01% +896 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 2,554 shares; 2025Q1: 2,515 shares; 2025Q2: 2,642 shares; 2025Q3: 3,636 shares 3,636 $650K 0.01% +994 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 40,089 shares; 2025Q1: 43,202 shares; 2025Q2: 49,370 shares; 2025Q3: 52,638 shares 52,638 $647K 0.01% +3,268 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,664 shares; 2025Q1: 5,852 shares; 2025Q2: 5,206 shares; 2025Q3: 6,364 shares 6,364 $646K 0.01% +1,158 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,189 shares; 2025Q1: 3,919 shares; 2025Q2: 2,966 shares; 2025Q3: 2,848 shares 2,848 $642K 0.01% -118 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,683 shares; 2025Q1: 3,037 shares; 2025Q2: 3,142 shares; 2025Q3: 4,027 shares 4,027 $640K 0.01% +885 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,645 shares; 2025Q1: 1,859 shares; 2025Q2: 2,210 shares; 2025Q3: 2,213 shares 2,213 $639K 0.01% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 1,106 shares; 2025Q3: 1,130 shares 1,130 $639K 0.01% +24 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 6,884 shares; 2025Q1: 6,934 shares; 2025Q2: 6,574 shares; 2025Q3: 31,856 shares 31,856 $636K 0.01% +25,282 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,394 shares; 2024Q4: 13,394 shares; 2025Q1: 13,394 shares; 2025Q2: 13,558 shares; 2025Q3: 13,525 shares 13,525 $634K 0.01% -33 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,827 shares; 2025Q1: 6,980 shares; 2025Q2: 7,172 shares; 2025Q3: 7,514 shares 7,514 $633K 0.01% +342 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,392 shares; 2024Q4: 54,392 shares; 2025Q1: 56,041 shares; 2025Q2: 52,714 shares; 2025Q3: 52,409 shares 52,409 $631K 0.01% -305 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 14,270 shares; 2025Q1: 15,005 shares; 2025Q2: 21,979 shares; 2025Q3: 21,979 shares 21,979 $626K 0.01% 0 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,394 shares; 2025Q2: 28,894 shares; 2025Q3: 28,894 shares 28,894 $626K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,921 shares; 2024Q4: 28,921 shares; 2025Q1: 55,047 shares; 2025Q2: 59,228 shares; 2025Q3: 62,242 shares 62,242 $623K 0.01% +3,014 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 12,848 shares; 2025Q1: 11,184 shares; 2025Q2: 10,918 shares; 2025Q3: 10,191 shares 10,191 $621K 0.01% -727 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,534 shares; 2024Q4: 26,052 shares; 2025Q1: 24,552 shares; 2025Q2: 24,294 shares; 2025Q3: 24,144 shares 24,144 $620K 0.01% -150 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,252 shares; 2024Q4: 14,361 shares; 2025Q1: 12,542 shares; 2025Q2: 10,953 shares; 2025Q3: 10,302 shares 10,302 $619K 0.01% -651 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 13,052 shares; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,756 shares 12,756 $616K 0.01% +186 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,535 shares; 2025Q1: 7,892 shares; 2025Q2: 30,528 shares; 2025Q3: 19,031 shares 19,031 $614K 0.01% -11,497 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,833 shares; 2025Q1: 3,010 shares; 2025Q2: 2,990 shares; 2025Q3: 3,338 shares 3,338 $613K 0.01% +348 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,297 shares; 2024Q4: 25,994 shares; 2025Q1: 25,044 shares; 2025Q2: 24,566 shares; 2025Q3: 24,578 shares 24,578 $613K 0.01% +12 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 4,681 shares; 2025Q1: 5,172 shares; 2025Q2: 10,525 shares; 2025Q3: 10,634 shares 10,634 $611K 0.01% +109 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,553 shares; 2024Q4: 409,842 shares; 2025Q1: 391,445 shares; 2025Q2: 383,976 shares; 2025Q3: 28,045 shares 28,045 $610K 0.01% -355,931 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 442 shares; 2025Q1: 397 shares; 2025Q2: 453 shares; 2025Q3: 625 shares 625 $605K 0.01% +172 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 8,728 shares; 2025Q1: 7,822 shares; 2025Q2: 6,972 shares; 2025Q3: 7,545 shares 7,545 $603K 0.01% +573 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,916 shares; 2024Q4: 13,300 shares; 2025Q1: 13,747 shares; 2025Q2: 13,580 shares; 2025Q3: 12,680 shares 12,680 $602K 0.01% -900 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,843 shares; 2025Q1: 3,860 shares; 2025Q2: 4,017 shares; 2025Q3: 4,252 shares 4,252 $601K 0.01% +235 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,733 shares; 2024Q4: 43,913 shares; 2025Q1: 29,328 shares; 2025Q2: 26,165 shares; 2025Q3: 15,513 shares 15,513 $595K 0.01% -10,652 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,910 shares; 2025Q1: 5,379 shares; 2025Q2: 6,308 shares; 2025Q3: 6,074 shares 6,074 $593K 0.01% -234 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,817 shares; 2024Q4: 35,309 shares; 2025Q1: 15,227 shares; 2025Q2: 23,370 shares; 2025Q3: 22,230 shares 22,230 $592K 0.01% -1,140 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,926 shares; 2025Q1: 3,006 shares; 2025Q2: 3,018 shares; 2025Q3: 3,103 shares 3,103 $591K 0.01% +85 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,398 shares; 2024Q4: 22,669 shares; 2025Q1: 12,702 shares; 2025Q2: 18,307 shares; 2025Q3: 17,921 shares 17,921 $591K 0.01% -386 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 28,393 shares; 2025Q2: 28,028 shares; 2025Q3: 33,223 shares 33,223 $590K 0.01% +5,195 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 7,141 shares; 2025Q1: 7,156 shares; 2025Q2: 7,103 shares; 2025Q3: 7,041 shares 7,041 $590K 0.01% -62 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 21,027 shares; 2025Q1: 31,566 shares; 2025Q2: 43,657 shares; 2025Q3: 51,725 shares 51,725 $589K 0.01% +8,068 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,347 shares; 2025Q1: 2,381 shares; 2025Q2: 2,479 shares; 2025Q3: 2,742 shares 2,742 $588K 0.01% +263 Timeline CGIB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,271 shares; 2025Q2: 9,759 shares; 2025Q3: 23,144 shares 23,144 $588K 0.01% +13,385 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 15,427 shares; 2025Q1: 15,813 shares; 2025Q2: 17,320 shares; 2025Q3: 17,314 shares 17,314 $587K 0.01% -6 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 3,342 shares; 2025Q2: 3,142 shares; 2025Q3: 3,481 shares 3,481 $587K 0.01% +339 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,269 shares; 2025Q1: 5,461 shares; 2025Q2: 5,683 shares; 2025Q3: 4,756 shares 4,756 $586K 0.01% -927 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 9,642 shares; 2025Q1: 10,359 shares; 2025Q2: 13,267 shares; 2025Q3: 13,179 shares 13,179 $586K 0.01% -88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 7,379 shares; 2025Q2: 8,108 shares; 2025Q3: 8,140 shares 8,140 $583K 0.01% +32 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,689 shares; 2024Q4: 15,141 shares; 2025Q1: 13,480 shares; 2025Q2: 12,819 shares; 2025Q3: 13,378 shares 13,378 $582K 0.01% +559 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,679 shares 22,679 $578K 0.01% new Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,734 shares; 2024Q4: 15,908 shares; 2025Q1: 6,589 shares; 2025Q2: 6,131 shares; 2025Q3: 16,743 shares 16,743 $577K 0.01% +10,612 Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,948 shares; 2025Q2: 21,630 shares; 2025Q3: 21,349 shares 21,349 $577K 0.01% -281 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,159 shares; 2025Q3: 11,540 shares 11,540 $577K 0.01% +6,381 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 8,739 shares; 2025Q1: 9,681 shares; 2025Q2: 9,246 shares; 2025Q3: 9,213 shares 9,213 $576K 0.01% -33 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,813 shares; 2024Q4: 16,722 shares; 2025Q1: 14,571 shares; 2025Q2: 13,977 shares; 2025Q3: 15,159 shares 15,159 $575K 0.01% +1,182 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 7,967 shares; 2025Q1: 11,348 shares; 2025Q2: 11,992 shares; 2025Q3: 12,163 shares 12,163 $575K 0.01% +171 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,395 shares; 2024Q4: 118,338 shares; 2025Q1: 129,204 shares; 2025Q2: 136,889 shares; 2025Q3: 22,935 shares 22,935 $574K 0.01% -113,954 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,618 shares; 2025Q2: 4,197 shares; 2025Q3: 3,716 shares 3,716 $574K 0.01% -481 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 9,198 shares; 2025Q1: 8,939 shares; 2025Q2: 9,006 shares; 2025Q3: 8,963 shares 8,963 $572K 0.01% -43 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,731 shares; 2025Q2: not reported; 2025Q3: 19,759 shares 19,759 $572K 0.01% new Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 13,904 shares; 2025Q1: 15,578 shares; 2025Q2: 15,812 shares; 2025Q3: 16,900 shares 16,900 $567K 0.01% +1,088 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,670 shares; 2024Q4: 15,670 shares; 2025Q1: 15,670 shares; 2025Q2: 15,670 shares; 2025Q3: 15,670 shares 15,670 $562K 0.01% 0 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,061 shares; 2024Q4: 72,936 shares; 2025Q1: 85,316 shares; 2025Q2: 93,086 shares; 2025Q3: 98,454 shares 98,454 $561K 0.01% +5,368 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 5,117 shares; 2025Q2: 5,639 shares; 2025Q3: 5,662 shares 5,662 $561K 0.01% +23 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 10,737 shares; 2025Q1: 11,959 shares; 2025Q2: 12,833 shares; 2025Q3: 12,754 shares 12,754 $560K 0.01% -79 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,186 shares; 2025Q1: 8,171 shares; 2025Q2: 5,171 shares; 2025Q3: 14,434 shares 14,434 $557K 0.01% +9,263 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,438 shares; 2025Q1: 3,855 shares; 2025Q2: 3,044 shares; 2025Q3: 3,112 shares 3,112 $556K 0.01% +68 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 6,476 shares; 2025Q2: not reported; 2025Q3: 21,034 shares 21,034 $556K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,660 shares; 2025Q1: 3,889 shares; 2025Q2: 3,714 shares; 2025Q3: 4,084 shares 4,084 $555K 0.01% +370 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 628 shares; 2025Q1: 545 shares; 2025Q2: 32,473 shares; 2025Q3: 16,157 shares 16,157 $555K 0.01% -16,316 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,929 shares; 2024Q4: 24,399 shares; 2025Q1: 22,038 shares; 2025Q2: 24,886 shares; 2025Q3: 28,735 shares 28,735 $554K 0.01% +3,849 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,847 shares; 2025Q1: 6,817 shares; 2025Q2: 6,647 shares; 2025Q3: 6,717 shares 6,717 $553K 0.01% +70 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,495 shares; 2025Q1: 3,371 shares; 2025Q2: 3,234 shares; 2025Q3: 3,286 shares 3,286 $552K 0.01% +52 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 14,979 shares; 2025Q1: 13,622 shares; 2025Q2: 10,830 shares; 2025Q3: 10,848 shares 10,848 $551K 0.01% +18 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,784 shares; 2025Q3: 20,784 shares 20,784 $550K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,109 shares; 2025Q1: 2,117 shares; 2025Q2: 2,139 shares; 2025Q3: 2,169 shares 2,169 $548K 0.01% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 13,419 shares; 2025Q1: 11,816 shares; 2025Q2: 11,820 shares; 2025Q3: 19,060 shares 19,060 $548K 0.01% +7,240 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 13,768 shares; 2025Q2: 18,056 shares; 2025Q3: 24,236 shares 24,236 $546K 0.01% +6,180 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,599 shares; 2024Q4: 23,599 shares; 2025Q1: 23,599 shares; 2025Q2: 24,099 shares; 2025Q3: 22,260 shares 22,260 $545K 0.01% -1,839 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,309 shares; 2025Q2: 6,105 shares; 2025Q3: 8,290 shares 8,290 $544K 0.01% +2,185 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,888 shares; 2025Q1: 1,739 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares 1,679 $542K 0.01% +2 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,895 shares; 2024Q4: 10,221 shares; 2025Q1: 8,404 shares; 2025Q2: 8,498 shares; 2025Q3: 8,043 shares 8,043 $541K 0.01% -455 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 4,491 shares; 2025Q1: 9,471 shares; 2025Q2: 14,901 shares; 2025Q3: 22,585 shares 22,585 $541K 0.01% +7,684 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 10,066 shares; 2025Q1: 10,276 shares; 2025Q2: 10,265 shares; 2025Q3: 10,189 shares 10,189 $540K 0.01% -76 Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 403 shares; 2025Q3: 19,962 shares 19,962 $538K 0.01% +19,559 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 10,438 shares; 2025Q1: 11,494 shares; 2025Q2: 14,586 shares; 2025Q3: 18,474 shares 18,474 $538K 0.01% +3,888 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 2,834 shares; 2025Q1: 3,002 shares; 2025Q2: 2,821 shares; 2025Q3: 3,156 shares 3,156 $537K 0.01% +335 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,164 shares; 2024Q4: 35,310 shares; 2025Q1: 31,116 shares; 2025Q2: 21,748 shares; 2025Q3: 21,376 shares 21,376 $536K 0.01% -372 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 12,415 shares; 2025Q1: 12,400 shares; 2025Q2: 8,450 shares; 2025Q3: 13,962 shares 13,962 $532K 0.01% +5,512 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,595 shares; 2024Q4: 17,614 shares; 2025Q1: 16,376 shares; 2025Q2: 15,028 shares; 2025Q3: 14,091 shares 14,091 $531K 0.01% -937 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,662 shares; 2025Q1: 2,646 shares; 2025Q2: 2,256 shares; 2025Q3: 2,251 shares 2,251 $531K 0.01% -5 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,397 shares; 2024Q4: 36,493 shares; 2025Q1: 33,934 shares; 2025Q2: 26,243 shares; 2025Q3: 25,153 shares 25,153 $530K 0.01% -1,090 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,195 shares; 2025Q1: 1,278 shares; 2025Q2: 1,602 shares; 2025Q3: 1,741 shares 1,741 $522K 0.01% +139 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 26,599 shares; 2025Q1: 24,348 shares; 2025Q2: 24,295 shares; 2025Q3: 14,209 shares 14,209 $520K 0.01% -10,086 Timeline FLJJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,045 shares; 2024Q4: 18,498 shares; 2025Q1: 20,367 shares; 2025Q2: 18,311 shares; 2025Q3: 16,663 shares 16,663 $520K 0.01% -1,648 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 3,052 shares; 2025Q1: 17,265 shares; 2025Q2: 18,809 shares; 2025Q3: 22,667 shares 22,667 $520K 0.01% +3,858 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,572 shares; 2024Q4: 12,130 shares; 2025Q1: 11,880 shares; 2025Q2: 13,323 shares; 2025Q3: 10,892 shares 10,892 $517K 0.01% -2,431 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,787 shares; 2024Q4: 13,777 shares; 2025Q1: 14,200 shares; 2025Q2: 13,847 shares; 2025Q3: 19,438 shares 19,438 $515K 0.01% +5,591 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,662 shares; 2025Q1: 1,658 shares; 2025Q2: 1,642 shares; 2025Q3: 1,750 shares 1,750 $514K 0.01% +108 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,857 shares; 2025Q1: 6,553 shares; 2025Q2: 6,350 shares; 2025Q3: 7,150 shares 7,150 $511K 0.01% +800 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 7,897 shares; 2025Q1: 9,683 shares; 2025Q2: 10,984 shares; 2025Q3: 13,490 shares 13,490 $511K 0.01% +2,506 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,169 shares; 2024Q4: 19,106 shares; 2025Q1: 18,823 shares; 2025Q2: 18,746 shares; 2025Q3: 20,644 shares 20,644 $511K 0.01% +1,898 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,179 shares; 2024Q4: 59,277 shares; 2025Q1: 60,220 shares; 2025Q2: 52,457 shares; 2025Q3: 5,704 shares 5,704 $510K 0.01% -46,753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,371 shares; 2024Q4: 83,881 shares; 2025Q1: 45,380 shares; 2025Q2: 37,746 shares; 2025Q3: 24,676 shares 24,676 $508K 0.01% -13,070 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 11,965 shares; 2025Q1: 11,965 shares; 2025Q2: 11,811 shares; 2025Q3: 11,811 shares 11,811 $508K 0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,741 shares; 2024Q4: 28,755 shares; 2025Q1: 26,188 shares; 2025Q2: 26,206 shares; 2025Q3: 30,965 shares 30,965 $508K 0.01% +4,759 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 14,595 shares; 2025Q1: 13,121 shares; 2025Q2: 13,121 shares; 2025Q3: 13,121 shares 13,121 $507K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,274 shares; 2024Q4: 21,226 shares; 2025Q1: 15,754 shares; 2025Q2: 14,177 shares; 2025Q3: 14,285 shares 14,285 $506K 0.01% +108 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 12,560 shares; 2025Q2: 14,856 shares; 2025Q3: 22,593 shares 22,593 $506K 0.01% +7,737 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,529 shares; 2024Q4: 19,529 shares; 2025Q1: 22,546 shares; 2025Q2: 22,546 shares; 2025Q3: 22,546 shares 22,546 $503K 0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,953 shares; 2024Q4: 8,742 shares; 2025Q1: 8,791 shares; 2025Q2: 8,738 shares; 2025Q3: 8,320 shares 8,320 $501K 0.01% -418 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,584 shares; 2024Q4: 19,414 shares; 2025Q1: 13,173 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares 11,892 $500K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,252 shares; 2025Q3: 15,236 shares 15,236 $499K 0.01% -3,016 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 8,919 shares; 2025Q1: 8,748 shares; 2025Q2: 8,992 shares; 2025Q3: 9,014 shares 9,014 $498K 0.01% +22 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,732 shares; 2024Q4: 32,437 shares; 2025Q1: 20,538 shares; 2025Q2: 20,819 shares; 2025Q3: 23,239 shares 23,239 $496K 0.01% +2,420 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,801 shares; 2025Q1: 6,792 shares; 2025Q2: 6,372 shares; 2025Q3: 6,024 shares 6,024 $496K 0.01% -348 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,883 shares; 2024Q4: 10,032 shares; 2025Q1: 4,286 shares; 2025Q2: 4,860 shares; 2025Q3: 4,555 shares 4,555 $495K 0.01% -305 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,000 shares; 2025Q3: 1,006 shares 1,006 $494K 0.01% +6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 393 shares; 2025Q1: 441 shares; 2025Q2: 452 shares; 2025Q3: 457 shares 457 $493K 0.01% +5 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 6,275 shares; 2025Q1: 6,490 shares; 2025Q2: 7,478 shares; 2025Q3: 7,306 shares 7,306 $493K 0.01% -172 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,905 shares; 2025Q1: 6,593 shares; 2025Q2: 6,766 shares; 2025Q3: 6,678 shares 6,678 $491K 0.01% -88 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 3,362 shares; 2025Q3: 3,364 shares 3,364 $490K 0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 648 shares; 2025Q1: 829 shares; 2025Q2: 953 shares; 2025Q3: 1,123 shares 1,123 $489K 0.01% +170 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,433 shares; 2024Q4: 14,870 shares; 2025Q1: 9,872 shares; 2025Q2: 9,389 shares; 2025Q3: 9,173 shares 9,173 $486K 0.01% -216 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,977 shares; 2025Q3: 2,939 shares 2,939 $486K 0.01% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 970 shares; 2025Q1: 9,880 shares; 2025Q2: 9,365 shares; 2025Q3: 9,214 shares 9,214 $485K 0.01% -151 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,899 shares; 2024Q4: 15,888 shares; 2025Q1: 14,794 shares; 2025Q2: 15,780 shares; 2025Q3: 15,561 shares 15,561 $485K 0.01% -219 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,293 shares; 2025Q1: 4,701 shares; 2025Q2: 4,580 shares; 2025Q3: 4,682 shares 4,682 $483K 0.01% +102 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 12,308 shares; 2025Q1: 4,106 shares; 2025Q2: 3,805 shares; 2025Q3: 2,403 shares 2,403 $479K 0.01% -1,402 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,088 shares; 2024Q4: 28,088 shares; 2025Q1: 28,088 shares; 2025Q2: 28,088 shares; 2025Q3: 28,089 shares 28,089 $479K 0.01% +1 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 14,520 shares; 2025Q1: 10,145 shares; 2025Q2: 10,628 shares; 2025Q3: 11,052 shares 11,052 $479K 0.01% +424 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 5,293 shares; 2025Q1: 7,331 shares; 2025Q2: 7,468 shares; 2025Q3: 7,770 shares 7,770 $478K 0.01% +302 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,795 shares; 2025Q1: 8,347 shares; 2025Q2: 7,485 shares; 2025Q3: 8,386 shares 8,386 $476K 0.01% +901 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 12,220 shares; 2025Q1: 12,228 shares; 2025Q2: 13,905 shares; 2025Q3: 5,337 shares 5,337 $476K 0.01% -8,568 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,060 shares; 2025Q3: 1,039 shares 1,039 $475K 0.01% -21 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,845 shares; 2024Q4: 108,121 shares; 2025Q1: 71,944 shares; 2025Q2: 7,284 shares; 2025Q3: 6,450 shares 6,450 $475K 0.01% -834 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,012 shares; 2025Q1: 1,114 shares; 2025Q2: 1,819 shares; 2025Q3: 2,418 shares 2,418 $474K 0.01% +599 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,252 shares; 2025Q1: 5,569 shares; 2025Q2: 5,192 shares; 2025Q3: 5,264 shares 5,264 $474K 0.01% +72 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 22,238 shares; 2025Q1: 25,358 shares; 2025Q2: 25,265 shares; 2025Q3: 24,352 shares 24,352 $471K 0.01% -913 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 17,248 shares; 2025Q1: 15,648 shares; 2025Q2: 15,648 shares; 2025Q3: 21,540 shares 21,540 $471K 0.01% +5,892 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,902 shares; 2025Q1: 16,831 shares; 2025Q2: 16,831 shares; 2025Q3: 17,787 shares 17,787 $469K 0.01% +956 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 11,610 shares; 2025Q1: 10,516 shares; 2025Q2: 10,248 shares; 2025Q3: 10,211 shares 10,211 $468K 0.01% -37 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,452 shares; 2025Q1: 1,458 shares; 2025Q2: 1,473 shares; 2025Q3: 1,334 shares 1,334 $466K 0.01% -139 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,226 shares; 2024Q4: 10,226 shares; 2025Q1: 10,848 shares; 2025Q2: 12,069 shares; 2025Q3: 12,069 shares 12,069 $466K 0.01% 0 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 41,086 shares; 2025Q1: 24,957 shares; 2025Q2: 24,156 shares; 2025Q3: 13,948 shares 13,948 $464K 0.01% -10,208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,662 shares; 2025Q1: 5,044 shares; 2025Q2: 5,711 shares; 2025Q3: 7,320 shares 7,320 $464K 0.01% +1,609 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,256 shares; 2025Q1: 1,375 shares; 2025Q2: 1,421 shares; 2025Q3: 2,101 shares 2,101 $463K 0.01% +680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,677 shares; 2025Q1: 6,670 shares; 2025Q2: 6,565 shares; 2025Q3: 6,368 shares 6,368 $462K 0.01% -197 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 86 shares; 2025Q1: 48 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares 1,526 $461K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 2,163 shares; 2025Q1: 2,354 shares; 2025Q2: 2,454 shares; 2025Q3: 2,299 shares 2,299 $460K 0.01% -155 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,737 shares; 2024Q4: 54,260 shares; 2025Q1: 52,345 shares; 2025Q2: 50,008 shares; 2025Q3: 3,799 shares 3,799 $454K 0.01% -46,209 Timeline HTAB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,775 shares; 2024Q4: 33,647 shares; 2025Q1: 34,629 shares; 2025Q2: 23,183 shares; 2025Q3: 23,697 shares 23,697 $453K 0.01% +514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,856 shares; 2025Q1: 3,038 shares; 2025Q2: 3,230 shares; 2025Q3: 3,367 shares 3,367 $451K 0.01% +137 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 9,014 shares; 2025Q1: 9,026 shares; 2025Q2: 8,137 shares; 2025Q3: 8,091 shares 8,091 $449K 0.01% -46 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 529 shares; 2025Q1: 2,215 shares; 2025Q2: 4,070 shares; 2025Q3: 4,891 shares 4,891 $449K 0.01% +821 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 12,419 shares; 2025Q1: 10,709 shares; 2025Q2: 4,202 shares; 2025Q3: 5,189 shares 5,189 $448K 0.01% +987 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,312 shares; 2025Q1: 630 shares; 2025Q2: 32,659 shares; 2025Q3: 16,661 shares 16,661 $446K 0.01% -15,998 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,801 shares; 2024Q4: 12,156 shares; 2025Q1: 6,649 shares; 2025Q2: 6,559 shares; 2025Q3: 7,293 shares 7,293 $446K 0.01% +734 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,805 shares; 2024Q4: 68,776 shares; 2025Q1: 69,816 shares; 2025Q2: 69,678 shares; 2025Q3: 41,971 shares 41,971 $444K 0.01% -27,707 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 12,568 shares; 2025Q3: 15,278 shares 15,278 $442K 0.01% +2,710 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,618 shares; 2024Q4: 34,156 shares; 2025Q1: 37,294 shares; 2025Q2: 44,101 shares; 2025Q3: 45,061 shares 45,061 $441K 0.01% +960 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,544 shares; 2025Q1: 3,741 shares; 2025Q2: 3,810 shares; 2025Q3: 3,880 shares 3,880 $441K 0.01% +70 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 13,016 shares; 2025Q1: 16,025 shares; 2025Q2: 2,193 shares; 2025Q3: 13,811 shares 13,811 $440K 0.01% +11,618 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 9,759 shares; 2025Q1: 9,759 shares; 2025Q2: 9,759 shares; 2025Q3: 5,759 shares 5,759 $440K 0.01% -4,000 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 10,669 shares; 2025Q2: 18,156 shares; 2025Q3: 19,895 shares 19,895 $437K 0.01% +1,739 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,412 shares; 2024Q4: 9,554 shares; 2025Q1: 10,813 shares; 2025Q2: 10,659 shares; 2025Q3: 10,467 shares 10,467 $436K 0.01% -192 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 3,279 shares; 2025Q1: 3,860 shares; 2025Q2: 3,628 shares; 2025Q3: 3,912 shares 3,912 $436K 0.01% +284 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 4,381 shares; 2025Q1: 8,963 shares; 2025Q2: 13,573 shares; 2025Q3: 10,084 shares 10,084 $436K 0.01% -3,489 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,953 shares; 2025Q1: 5,817 shares; 2025Q2: 6,007 shares; 2025Q3: 5,591 shares 5,591 $436K 0.01% -416 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 4,082 shares; 2025Q2: 4,082 shares; 2025Q3: 4,996 shares 4,996 $435K 0.01% +914 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 18,047 shares; 2025Q2: 18,435 shares; 2025Q3: 18,568 shares 18,568 $435K 0.01% +133 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,968 shares; 2025Q1: 17,477 shares; 2025Q2: 17,594 shares; 2025Q3: 17,702 shares 17,702 $434K 0.01% +108 BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 17,818 shares; 2025Q2: 18,202 shares; 2025Q3: 18,332 shares 18,332 $434K 0.01% +130 Timeline MORGAN STANLEY ETF TRUST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 5,243 shares; 2025Q1: 4,802 shares; 2025Q2: 4,226 shares; 2025Q3: 5,798 shares 5,798 $429K 0.01% +1,572 VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 960 shares; 2025Q1: 1,200 shares; 2025Q2: 1,688 shares; 2025Q3: 4,197 shares 4,197 $428K 0.01% +2,509 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,592 shares; 2025Q1: 4,651 shares; 2025Q2: 3,637 shares; 2025Q3: 4,427 shares 4,427 $424K 0.01% +790 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 10,222 shares; 2025Q1: 10,791 shares; 2025Q2: 11,929 shares; 2025Q3: 15,287 shares 15,287 $424K 0.01% +3,358 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 1,520 shares; 2025Q1: 6,530 shares; 2025Q2: 6,609 shares; 2025Q3: 8,328 shares 8,328 $421K 0.01% +1,719 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,029 shares; 2025Q1: 3,832 shares; 2025Q2: 6,950 shares; 2025Q3: 6,774 shares 6,774 $420K 0.01% -176 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,167 shares; 2025Q1: 17,233 shares; 2025Q2: 17,608 shares; 2025Q3: 17,733 shares 17,733 $419K 0.01% +125 Timeline ULST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 15,517 shares; 2025Q1: 90,289 shares; 2025Q2: 10,399 shares; 2025Q3: 10,262 shares 10,262 $418K 0.01% -137 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 3,371 shares; 2025Q1: 3,368 shares; 2025Q2: 3,192 shares; 2025Q3: 10,031 shares 10,031 $417K 0.01% +6,839 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 3,047 shares 3,047 $417K 0.01% +2,987 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,495 shares 15,495 $414K 0.01% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,413 shares; 2025Q1: 4,411 shares; 2025Q2: 4,380 shares; 2025Q3: 4,085 shares 4,085 $412K 0.01% -295 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,681 shares; 2025Q1: 1,710 shares; 2025Q2: 2,149 shares; 2025Q3: 1,790 shares 1,790 $411K 0.01% -359 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,307 shares; 2025Q1: 9,335 shares; 2025Q2: 9,523 shares; 2025Q3: 9,326 shares 9,326 $410K 0.01% -197 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 16,703 shares; 2025Q1: 11,648 shares; 2025Q2: 11,872 shares; 2025Q3: 10,253 shares 10,253 $408K 0.01% -1,619 Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 14,388 shares 14,388 $405K 0.01% +2,388 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 10,279 shares; 2025Q1: 10,801 shares; 2025Q2: 11,998 shares; 2025Q3: 14,102 shares 14,102 $405K 0.01% +2,104 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,668 shares; 2025Q1: 1,455 shares; 2025Q2: 1,448 shares; 2025Q3: 1,975 shares 1,975 $404K 0.01% +527 Timeline EBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 4,985 shares; 2025Q1: 6,024 shares; 2025Q2: 13,465 shares; 2025Q3: 14,305 shares 14,305 $402K 0.01% +840 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 5,461 shares 5,461 $402K 0.01% +4,635 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 5,246 shares; 2025Q1: 6,672 shares; 2025Q2: 7,318 shares; 2025Q3: 8,062 shares 8,062 $398K 0.01% +744 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,029 shares; 2025Q1: 1,129 shares; 2025Q2: 1,194 shares; 2025Q3: 942 shares 942 $397K 0.01% -252 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,233 shares; 2025Q1: 4,372 shares; 2025Q2: 4,377 shares; 2025Q3: 4,340 shares 4,340 $397K 0.01% -37 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,066 shares; 2025Q1: 2,343 shares; 2025Q2: 3,131 shares; 2025Q3: 4,835 shares 4,835 $393K 0.01% +1,704 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,979 shares; 2024Q4: 6,861 shares; 2025Q1: 6,368 shares; 2025Q2: 7,520 shares; 2025Q3: 7,642 shares 7,642 $392K 0.01% +122 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 7,906 shares; 2025Q1: 8,746 shares; 2025Q2: 7,843 shares; 2025Q3: 5,840 shares 5,840 $392K 0.01% -2,003 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 10,052 shares; 2025Q1: 10,271 shares; 2025Q2: 10,762 shares; 2025Q3: 10,998 shares 10,998 $392K 0.01% +236 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 5,416 shares; 2025Q1: 5,877 shares; 2025Q2: 4,966 shares; 2025Q3: 5,187 shares 5,187 $391K 0.01% +221 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,173 shares; 2024Q4: 32,173 shares; 2025Q1: 32,173 shares; 2025Q2: 32,173 shares; 2025Q3: 31,004 shares 31,004 $389K 0.01% -1,169 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,269 shares; 2024Q4: 63,338 shares; 2025Q1: 54,205 shares; 2025Q2: 24,697 shares; 2025Q3: 24,162 shares 24,162 $387K 0.01% -535 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,979 shares; 2025Q1: 6,905 shares; 2025Q2: 7,249 shares; 2025Q3: 8,435 shares 8,435 $386K 0.01% +1,186 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,802 shares; 2025Q1: 2,974 shares; 2025Q2: 3,303 shares; 2025Q3: 4,055 shares 4,055 $386K 0.01% +752 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 10,460 shares; 2025Q1: 15,045 shares; 2025Q2: 14,763 shares; 2025Q3: 16,142 shares 16,142 $385K 0.01% +1,379 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,846 shares; 2025Q1: 8,970 shares; 2025Q2: 9,453 shares; 2025Q3: 9,336 shares 9,336 $384K 0.01% -117 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 10,449 shares; 2025Q1: 9,965 shares; 2025Q2: 9,310 shares; 2025Q3: 9,339 shares 9,339 $383K 0.01% +29 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,134 shares; 2025Q1: 7,250 shares; 2025Q2: 8,201 shares; 2025Q3: 9,500 shares 9,500 $383K 0.01% +1,299 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,560 shares; 2025Q3: 14,475 shares 14,475 $383K 0.01% +10,915 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,653 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,708 shares 4,708 $383K 0.01% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 7,123 shares; 2025Q1: 6,710 shares; 2025Q2: 6,578 shares; 2025Q3: 6,406 shares 6,406 $382K 0.01% -172 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 17,101 shares 17,101 $382K 0.01% +14,685 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,508 shares; 2025Q1: 4,914 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares 5,415 $382K 0.01% 0 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,447 shares; 2025Q1: 4,945 shares; 2025Q2: 9,029 shares; 2025Q3: 8,874 shares 8,874 $382K 0.01% -155 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 14,635 shares; 2025Q2: 14,961 shares; 2025Q3: 14,461 shares 14,461 $380K 0.01% -500 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 758 shares; 2025Q1: 937 shares; 2025Q2: 1,951 shares; 2025Q3: 1,211 shares 1,211 $378K 0.01% -740 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,334 shares; 2024Q4: 28,251 shares; 2025Q1: 26,761 shares; 2025Q2: 17,702 shares; 2025Q3: 13,757 shares 13,757 $378K 0.01% -3,945 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 6,694 shares; 2025Q1: 6,605 shares; 2025Q2: 6,740 shares; 2025Q3: 8,507 shares 8,507 $378K 0.01% +1,767 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,019 shares; 2025Q1: 17,227 shares; 2025Q2: 17,227 shares; 2025Q3: 14,190 shares 14,190 $377K 0.01% -3,037 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,069 shares 10,069 $376K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,177 shares; 2025Q1: 1,278 shares; 2025Q2: 1,506 shares; 2025Q3: 1,600 shares 1,600 $376K 0.01% +94 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares 10,425 $374K 0.01% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,524 shares; 2025Q1: 4,056 shares; 2025Q2: 4,450 shares; 2025Q3: 4,137 shares 4,137 $374K 0.01% -313 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 935 shares; 2025Q1: 917 shares; 2025Q2: 1,475 shares; 2025Q3: 1,204 shares 1,204 $373K 0.01% -271 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 4,252 shares; 2025Q1: 3,737 shares; 2025Q2: 3,669 shares; 2025Q3: 3,397 shares 3,397 $373K 0.01% -272 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 11,233 shares; 2025Q1: 10,917 shares; 2025Q2: 10,844 shares; 2025Q3: 8,864 shares 8,864 $372K 0.01% -1,980 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,967 shares; 2025Q1: 1,958 shares; 2025Q2: 1,930 shares; 2025Q3: 4,474 shares 4,474 $372K 0.01% +2,544 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,427 shares; 2024Q4: 5,705 shares; 2025Q1: 3,788 shares; 2025Q2: 9,753 shares; 2025Q3: 9,453 shares 9,453 $371K 0.01% -300 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 3,161 shares; 2025Q1: 3,180 shares; 2025Q2: 2,302 shares; 2025Q3: 2,438 shares 2,438 $371K 0.01% +136 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,446 shares; 2024Q4: 24,471 shares; 2025Q1: 42,310 shares; 2025Q2: 9,003 shares; 2025Q3: 7,871 shares 7,871 $370K 0.01% -1,132 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares 5,264 $370K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,141 shares; 2025Q1: 1,230 shares; 2025Q2: 1,274 shares; 2025Q3: 1,487 shares 1,487 $367K 0.01% +213 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,599 shares; 2025Q1: 2,599 shares; 2025Q2: 2,599 shares; 2025Q3: 2,474 shares 2,474 $364K 0.01% -125 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,388 shares; 2025Q1: 1,653 shares; 2025Q2: 2,148 shares; 2025Q3: 3,471 shares 3,471 $364K 0.01% +1,323 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 5,565 shares; 2025Q1: 6,330 shares; 2025Q2: 6,818 shares; 2025Q3: 6,709 shares 6,709 $362K 0.01% -109 Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares 11,371 $362K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 3,044 shares; 2025Q1: 2,696 shares; 2025Q2: 2,594 shares; 2025Q3: 2,866 shares 2,866 $361K 0.01% +272 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,326 shares; 2025Q1: 7,113 shares; 2025Q2: 7,293 shares; 2025Q3: 7,220 shares 7,220 $361K 0.01% -73 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares 951 $360K 0.01% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 7,802 shares; 2025Q1: 8,206 shares; 2025Q2: 19,057 shares; 2025Q3: 7,519 shares 7,519 $360K 0.01% -11,538 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 44,746 shares 44,746 $360K 0.01% +43,106 Timeline FCEF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 3,890 shares; 2025Q3: 15,720 shares 15,720 $360K 0.01% +11,830 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,777 shares; 2025Q1: 2,666 shares; 2025Q2: 2,381 shares; 2025Q3: 2,603 shares 2,603 $360K 0.01% +222 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 108 shares; 2025Q2: 145 shares; 2025Q3: 1,455 shares 1,455 $358K 0.01% +1,310 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,275 shares; 2025Q1: 1,220 shares; 2025Q2: 1,234 shares; 2025Q3: 1,244 shares 1,244 $357K 0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares 3,282 $357K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 624 shares; 2025Q1: 983 shares; 2025Q2: 2,171 shares; 2025Q3: 2,213 shares 2,213 $356K 0.01% +42 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 16,825 shares 16,825 $356K 0.01% +9,155 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,414 shares; 2024Q4: 29,599 shares; 2025Q1: 8,556 shares; 2025Q2: 8,324 shares; 2025Q3: 9,775 shares 9,775 $355K 0.01% +1,451 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,984 shares; 2025Q1: 6,724 shares; 2025Q2: 7,380 shares; 2025Q3: 8,266 shares 8,266 $355K 0.01% +886 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,210 shares; 2025Q1: 2,495 shares; 2025Q2: 2,471 shares; 2025Q3: 2,043 shares 2,043 $353K 0.01% -428 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,587 shares; 2024Q4: 15,837 shares; 2025Q1: 6,102 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares 3,766 $353K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 636 shares; 2025Q1: 714 shares; 2025Q2: 800 shares; 2025Q3: 1,224 shares 1,224 $353K 0.01% +424 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,127 shares; 2025Q1: 4,139 shares; 2025Q2: 4,266 shares; 2025Q3: 4,293 shares 4,293 $352K 0.01% +27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 7,738 shares; 2025Q1: 7,595 shares; 2025Q2: 6,551 shares; 2025Q3: 6,285 shares 6,285 $351K 0.01% -266 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,608 shares 6,608 $351K 0.01% +6,308 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 16,575 shares; 2025Q1: 11,567 shares; 2025Q2: 11,388 shares; 2025Q3: 8,180 shares 8,180 $349K 0.01% -3,208 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 2,863 shares; 2025Q1: 2,790 shares; 2025Q2: 2,504 shares; 2025Q3: 2,585 shares 2,585 $348K 0.01% +81 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,968 shares; 2025Q1: 11,555 shares; 2025Q2: 8,617 shares; 2025Q3: 8,245 shares 8,245 $347K 0.01% -372 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 8,536 shares; 2025Q1: 9,615 shares; 2025Q2: 10,576 shares; 2025Q3: 10,712 shares 10,712 $347K 0.01% +136 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 7,807 shares; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 7,072 shares 7,072 $346K 0.01% +66 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 13,321 shares; 2025Q1: 8,976 shares; 2025Q2: 9,462 shares; 2025Q3: 9,162 shares 9,162 $346K 0.01% -300 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 18,884 shares; 2025Q1: 19,070 shares; 2025Q2: 21,633 shares; 2025Q3: 21,692 shares 21,692 $345K 0.01% +59 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 731 shares; 2025Q1: 415 shares; 2025Q2: 645 shares; 2025Q3: 1,035 shares 1,035 $344K 0.01% +390 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,985 shares; 2024Q4: 22,072 shares; 2025Q1: 7,904 shares; 2025Q2: 6,909 shares; 2025Q3: 6,847 shares 6,847 $344K 0.01% -62 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,875 shares; 2024Q4: 27,275 shares; 2025Q1: 29,325 shares; 2025Q2: 28,655 shares; 2025Q3: 28,205 shares 28,205 $344K 0.01% -450 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 3,681 shares; 2025Q2: 5,504 shares; 2025Q3: 5,505 shares 5,505 $344K 0.01% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 7,155 shares; 2025Q1: 8,514 shares; 2025Q2: 7,738 shares; 2025Q3: 9,647 shares 9,647 $343K 0.01% +1,909 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 2,781 shares; 2025Q1: 3,339 shares; 2025Q2: 3,712 shares; 2025Q3: 6,111 shares 6,111 $341K 0.01% +2,399 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 9,948 shares; 2025Q1: 10,125 shares; 2025Q2: 16,718 shares; 2025Q3: 16,080 shares 16,080 $341K 0.01% -638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 7,025 shares; 2025Q1: 7,025 shares; 2025Q2: 6,946 shares; 2025Q3: 6,680 shares 6,680 $341K 0.01% -266 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 10,987 shares; 2025Q1: 11,311 shares; 2025Q2: 11,994 shares; 2025Q3: 12,562 shares 12,562 $340K 0.01% +568 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 717 shares; 2025Q2: 6,562 shares; 2025Q3: 8,749 shares 8,749 $340K 0.01% +2,187 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,190 shares; 2025Q1: 1,196 shares; 2025Q2: 1,625 shares; 2025Q3: 1,214 shares 1,214 $339K 0.01% -411 Timeline GPIQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 850 shares; 2025Q3: 6,452 shares 6,452 $338K 0.01% +5,602 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,365 shares; 2025Q1: 7,966 shares; 2025Q2: 6,377 shares; 2025Q3: 6,846 shares 6,846 $338K 0.01% +469 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,477 shares; 2024Q4: 214,270 shares; 2025Q1: 12,248 shares; 2025Q2: 19,443 shares; 2025Q3: 7,423 shares 7,423 $337K 0.01% -12,020 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,421 shares 9,421 $337K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,535 shares; 2025Q2: 7,590 shares; 2025Q3: 7,450 shares 7,450 $337K 0.01% -140 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,056 shares; 2024Q4: 18,318 shares; 2025Q1: 18,081 shares; 2025Q2: 12,998 shares; 2025Q3: 13,615 shares 13,615 $337K 0.01% +617 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 9,940 shares 9,940 $336K 0.01% +1,118 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,506 shares; 2024Q4: 12,037 shares; 2025Q1: 13,924 shares; 2025Q2: 13,583 shares; 2025Q3: 14,197 shares 14,197 $334K 0.01% +614 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 10,304 shares; 2025Q1: 9,609 shares; 2025Q2: 9,609 shares; 2025Q3: 9,609 shares 9,609 $334K 0.01% 0 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,738 shares; 2025Q2: 13,239 shares; 2025Q3: 11,664 shares 11,664 $334K 0.01% -1,575 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 7,541 shares; 2025Q1: 7,124 shares; 2025Q2: 6,889 shares; 2025Q3: 6,888 shares 6,888 $334K 0.01% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 860 shares; 2025Q1: 897 shares; 2025Q2: 954 shares; 2025Q3: 1,026 shares 1,026 $332K 0.01% +72 Timeline