VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,863 shares; 2024Q4: 323,755 shares; 2025Q1: 355,407 shares; 2025Q2: 413,827 shares; 2025Q3: 433,406 shares; 2025Q4: 462,287 shares 462,287 $290M 5.88% +28,881 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,325 shares; 2024Q4: 244,139 shares; 2025Q1: 237,684 shares; 2025Q2: 261,408 shares; 2025Q3: 269,758 shares; 2025Q4: 275,544 shares 275,544 $169M 3.43% +5,786 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,106 shares; 2024Q4: 601,110 shares; 2025Q1: 495,004 shares; 2025Q2: 2,835,642 shares; 2025Q3: 2,920,669 shares; 2025Q4: 2,715,794 shares 2,715,794 $104M 2.11% -204,875 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439,085 shares; 2024Q4: 3,975,370 shares; 2025Q1: 3,333,946 shares; 2025Q2: 2,664,732 shares; 2025Q3: 2,923,450 shares; 2025Q4: 3,561,628 shares 3,561,628 $89.6M 1.82% +638,178 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963,202 shares; 2024Q4: 2,205,087 shares; 2025Q1: 2,384,253 shares; 2025Q2: 2,460,370 shares; 2025Q3: 2,547,704 shares; 2025Q4: 2,481,942 shares 2,481,942 $85M 1.72% -65,762 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,619 shares; 2024Q4: 1,089,646 shares; 2025Q1: 1,123,512 shares; 2025Q2: 1,226,189 shares; 2025Q3: 1,267,480 shares; 2025Q4: 1,254,237 shares 1,254,237 $82.8M 1.68% -13,243 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,840 shares; 2024Q4: 282,390 shares; 2025Q1: 287,535 shares; 2025Q2: 277,485 shares; 2025Q3: 276,864 shares; 2025Q4: 270,999 shares 270,999 $73.7M 1.49% -5,865 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725,798 shares; 2024Q4: 1,955,062 shares; 2025Q1: 2,134,399 shares; 2025Q2: 1,967,746 shares; 2025Q3: 2,107,760 shares; 2025Q4: 2,819,563 shares 2,819,563 $63.8M 1.29% +711,803 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 447,116 shares; 2025Q1: 508,207 shares; 2025Q2: 576,603 shares; 2025Q3: 611,025 shares; 2025Q4: 773,518 shares 773,518 $59.6M 1.21% +162,493 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,479 shares; 2024Q4: 79,881 shares; 2025Q1: 80,294 shares; 2025Q2: 84,658 shares; 2025Q3: 86,100 shares; 2025Q4: 85,596 shares 85,596 $58.6M 1.19% -504 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,350 shares; 2024Q4: 65,876 shares; 2025Q1: 62,654 shares; 2025Q2: 67,201 shares; 2025Q3: 80,893 shares; 2025Q4: 85,537 shares 85,537 $58.3M 1.18% +4,644 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,498 shares; 2024Q4: 758,971 shares; 2025Q1: 681,939 shares; 2025Q2: 658,262 shares; 2025Q3: 672,771 shares; 2025Q4: 664,814 shares 664,814 $53.3M 1.08% -7,957 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,226 shares; 2024Q4: 56,672 shares; 2025Q1: 57,708 shares; 2025Q2: 61,339 shares; 2025Q3: 63,557 shares; 2025Q4: 65,278 shares 65,278 $49.2M 1% +1,721 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,983 shares; 2024Q4: 2,059,604 shares; 2025Q1: 2,056,879 shares; 2025Q2: 2,052,691 shares; 2025Q3: 2,099,179 shares; 2025Q4: 1,775,672 shares 1,775,672 $47.8M 0.97% -323,507 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,989 shares; 2024Q4: 244,248 shares; 2025Q1: 248,484 shares; 2025Q2: 251,273 shares; 2025Q3: 257,752 shares; 2025Q4: 254,766 shares 254,766 $47.5M 0.96% -2,986 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,046 shares; 2024Q4: 2,359,839 shares; 2025Q1: 2,397,477 shares; 2025Q2: 1,903,535 shares; 2025Q3: 1,916,926 shares; 2025Q4: 1,613,032 shares 1,613,032 $44.2M 0.9% -303,894 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,708 shares; 2024Q4: 558,670 shares; 2025Q1: 573,676 shares; 2025Q2: 589,845 shares; 2025Q3: 666,609 shares; 2025Q4: 578,881 shares 578,881 $40.2M 0.82% -87,728 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,468 shares; 2024Q4: 215,288 shares; 2025Q1: 224,870 shares; 2025Q2: 243,127 shares; 2025Q3: 247,207 shares; 2025Q4: 276,832 shares 276,832 $39.7M 0.8% +29,625 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,178 shares; 2024Q4: 22,958 shares; 2025Q1: 24,764 shares; 2025Q2: 24,808 shares; 2025Q3: 25,424 shares; 2025Q4: 172,035 shares 172,035 $39.3M 0.8% +146,611 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727,565 shares; 2024Q4: 760,347 shares; 2025Q1: 432,077 shares; 2025Q2: 437,003 shares; 2025Q3: 474,439 shares; 2025Q4: 530,483 shares 530,483 $39.3M 0.8% +56,044 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,208 shares; 2024Q4: 66,415 shares; 2025Q1: 66,670 shares; 2025Q2: 65,734 shares; 2025Q3: 67,897 shares; 2025Q4: 79,795 shares 79,795 $38.6M 0.78% +11,898 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,794 shares; 2024Q4: 67,313 shares; 2025Q1: 68,407 shares; 2025Q2: 67,718 shares; 2025Q3: 71,161 shares; 2025Q4: 77,250 shares 77,250 $37.7M 0.76% +6,089 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,696 shares; 2024Q4: 620,475 shares; 2025Q1: 603,096 shares; 2025Q2: 587,586 shares; 2025Q3: 592,960 shares; 2025Q4: 401,259 shares 401,259 $37.1M 0.75% -191,701 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,012 shares; 2024Q4: 351,235 shares; 2025Q1: 356,577 shares; 2025Q2: 368,123 shares; 2025Q3: 537,915 shares; 2025Q4: 588,781 shares 588,781 $36.8M 0.75% +50,866 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,386 shares; 2024Q4: 105,624 shares; 2025Q1: 96,413 shares; 2025Q2: 99,640 shares; 2025Q3: 105,372 shares; 2025Q4: 107,020 shares 107,020 $35.9M 0.73% +1,648 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 432,628 shares 432,628 $35.6M 0.72% +432,497 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,973 shares; 2024Q4: 418,621 shares; 2025Q1: 494,286 shares; 2025Q2: 559,204 shares; 2025Q3: 637,302 shares; 2025Q4: 752,076 shares 752,076 $32.8M 0.67% +114,774 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,878 shares; 2024Q4: 125,882 shares; 2025Q1: 125,690 shares; 2025Q2: 118,927 shares; 2025Q3: 122,868 shares; 2025Q4: 137,912 shares 137,912 $31.8M 0.65% +15,044 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,287 shares; 2024Q4: 389,188 shares; 2025Q1: 473,736 shares; 2025Q2: 506,074 shares; 2025Q3: 565,952 shares; 2025Q4: 651,832 shares 651,832 $29M 0.59% +85,880 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,436 shares; 2024Q4: 12,467 shares; 2025Q1: 12,784 shares; 2025Q2: 15,858 shares; 2025Q3: 18,527 shares; 2025Q4: 26,782 shares 26,782 $28.8M 0.58% +8,255 Timeline LOTI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120,492 shares 1,120,492 $28.3M 0.57% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,036 shares; 2024Q4: 885,934 shares; 2025Q1: 891,997 shares; 2025Q2: 922,179 shares; 2025Q3: 999,471 shares; 2025Q4: 1,028,172 shares 1,028,172 $27M 0.55% +28,701 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,047 shares; 2024Q4: 331,522 shares; 2025Q1: 455,173 shares; 2025Q2: 469,605 shares; 2025Q3: 483,600 shares; 2025Q4: 528,903 shares 528,903 $26.4M 0.54% +45,303 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,496 shares; 2024Q4: 58,381 shares; 2025Q1: 53,804 shares; 2025Q2: 60,157 shares; 2025Q3: 65,480 shares; 2025Q4: 66,592 shares 66,592 $24M 0.49% +1,112 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,111 shares; 2024Q4: 62,073 shares; 2025Q1: 58,800 shares; 2025Q2: 61,398 shares; 2025Q3: 60,451 shares; 2025Q4: 59,620 shares 59,620 $23.6M 0.48% -831 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 50,735 shares; 2025Q1: 65,120 shares; 2025Q2: 95,441 shares; 2025Q3: 101,692 shares; 2025Q4: 111,596 shares 111,596 $23.3M 0.47% +9,904 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,451 shares; 2024Q4: 437,099 shares; 2025Q1: 485,870 shares; 2025Q2: 473,783 shares; 2025Q3: 470,654 shares; 2025Q4: 387,563 shares 387,563 $23.3M 0.47% -83,091 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,038 shares; 2024Q4: 63,611 shares; 2025Q1: 21,189 shares; 2025Q2: 22,771 shares; 2025Q3: 26,105 shares; 2025Q4: 607,137 shares 607,137 $23.1M 0.47% +581,032 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,725 shares; 2024Q4: 275,437 shares; 2025Q1: 226,957 shares; 2025Q2: 297,297 shares; 2025Q3: 318,184 shares; 2025Q4: 349,031 shares 349,031 $22.7M 0.46% +30,847 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,890 shares 684,890 $22.5M 0.46% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,145 shares; 2024Q4: 72,146 shares; 2025Q1: 106,575 shares; 2025Q2: 141,590 shares; 2025Q3: 191,015 shares; 2025Q4: 217,442 shares 217,442 $21.8M 0.44% +26,427 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,857 shares; 2024Q4: 270,602 shares; 2025Q1: 317,921 shares; 2025Q2: 436,456 shares; 2025Q3: 443,573 shares; 2025Q4: 611,516 shares 611,516 $21.6M 0.44% +167,943 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,929 shares; 2024Q4: 152,471 shares; 2025Q1: 158,175 shares; 2025Q2: 179,730 shares; 2025Q3: 207,352 shares; 2025Q4: 217,797 shares 217,797 $21.4M 0.43% +10,445 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,880 shares; 2024Q4: 98,625 shares; 2025Q1: 102,443 shares; 2025Q2: 114,886 shares; 2025Q3: 214,388 shares; 2025Q4: 440,114 shares 440,114 $21.3M 0.43% +225,726 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,945 shares; 2024Q4: 168,346 shares; 2025Q1: 679,776 shares; 2025Q2: 495,380 shares; 2025Q3: 902,145 shares; 2025Q4: 992,524 shares 992,524 $21.1M 0.43% +90,379 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,215 shares; 2024Q4: 755,369 shares; 2025Q1: 679,536 shares; 2025Q2: 655,488 shares; 2025Q3: 652,783 shares; 2025Q4: 443,858 shares 443,858 $20.5M 0.41% -208,925 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,726 shares; 2024Q4: 421,099 shares; 2025Q1: 344,757 shares; 2025Q2: 367,659 shares; 2025Q3: 408,570 shares; 2025Q4: 441,646 shares 441,646 $20.3M 0.41% +33,076 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,704 shares; 2024Q4: 434,708 shares; 2025Q1: 410,242 shares; 2025Q2: 412,211 shares; 2025Q3: 458,327 shares; 2025Q4: 505,239 shares 505,239 $20.3M 0.41% +46,912 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,618 shares; 2024Q4: 379,117 shares; 2025Q1: 436,496 shares; 2025Q2: 473,102 shares; 2025Q3: 384,931 shares; 2025Q4: 393,308 shares 393,308 $19.9M 0.4% +8,377 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,393 shares; 2024Q4: 222,124 shares; 2025Q1: 223,673 shares; 2025Q2: 263,446 shares; 2025Q3: 246,883 shares; 2025Q4: 259,979 shares 259,979 $19.6M 0.4% +13,096 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,252 shares; 2024Q4: 158,740 shares; 2025Q1: 144,511 shares; 2025Q2: 145,427 shares; 2025Q3: 146,187 shares; 2025Q4: 138,288 shares 138,288 $19.5M 0.4% -7,899 Timeline BUFD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,446 shares; 2024Q4: 497,964 shares; 2025Q1: 492,044 shares; 2025Q2: 526,162 shares; 2025Q3: 604,741 shares; 2025Q4: 642,100 shares 642,100 $18.1M 0.37% +37,359 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,194 shares; 2024Q4: 23,396 shares; 2025Q1: 27,063 shares; 2025Q2: 24,288 shares; 2025Q3: 25,811 shares; 2025Q4: 140,487 shares 140,487 $17.6M 0.36% +114,676 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,930 shares; 2024Q4: 65,529 shares; 2025Q1: 53,789 shares; 2025Q2: 50,468 shares; 2025Q3: 58,360 shares; 2025Q4: 55,794 shares 55,794 $17.5M 0.35% -2,566 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,078 shares; 2024Q4: 69,313 shares; 2025Q1: 75,108 shares; 2025Q2: 78,686 shares; 2025Q3: 84,149 shares; 2025Q4: 90,095 shares 90,095 $17.2M 0.35% +5,946 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,313 shares; 2024Q4: 539,026 shares; 2025Q1: 482,730 shares; 2025Q2: 493,656 shares; 2025Q3: 518,053 shares; 2025Q4: 511,830 shares 511,830 $16.7M 0.34% -6,223 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,224 shares; 2024Q4: 44,003 shares; 2025Q1: 50,290 shares; 2025Q2: 51,830 shares; 2025Q3: 82,678 shares; 2025Q4: 86,923 shares 86,923 $16.7M 0.34% +4,245 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,584 shares; 2024Q4: 463,566 shares; 2025Q1: 512,004 shares; 2025Q2: 564,819 shares; 2025Q3: 591,991 shares; 2025Q4: 628,440 shares 628,440 $16.5M 0.33% +36,449 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,504 shares; 2024Q4: 193,017 shares; 2025Q1: 200,854 shares; 2025Q2: 207,057 shares; 2025Q3: 282,391 shares; 2025Q4: 303,978 shares 303,978 $16.3M 0.33% +21,587 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,084 shares; 2024Q4: 45,267 shares; 2025Q1: 45,256 shares; 2025Q2: 44,350 shares; 2025Q3: 44,123 shares; 2025Q4: 49,809 shares 49,809 $15.6M 0.32% +5,686 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,448 shares; 2024Q4: 166,060 shares; 2025Q1: 454,517 shares; 2025Q2: 491,944 shares; 2025Q3: 514,280 shares; 2025Q4: 462,354 shares 462,354 $15.5M 0.31% -51,926 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,833 shares; 2024Q4: 327,921 shares; 2025Q1: 350,861 shares; 2025Q2: 374,677 shares; 2025Q3: 356,897 shares; 2025Q4: 344,051 shares 344,051 $15.3M 0.31% -12,846 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,941 shares; 2024Q4: 208,844 shares; 2025Q1: 223,776 shares; 2025Q2: 214,653 shares; 2025Q3: 212,887 shares; 2025Q4: 173,875 shares 173,875 $14.9M 0.3% -39,012 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,790 shares; 2024Q4: 190,862 shares; 2025Q1: 204,250 shares; 2025Q2: 214,051 shares; 2025Q3: 231,263 shares; 2025Q4: 250,193 shares 250,193 $14.7M 0.3% +18,930 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,121 shares; 2024Q4: 90,910 shares; 2025Q1: 86,895 shares; 2025Q2: 87,900 shares; 2025Q3: 88,734 shares; 2025Q4: 94,101 shares 94,101 $14M 0.28% +5,367 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,907 shares; 2024Q4: 36,095 shares; 2025Q1: 36,445 shares; 2025Q2: 37,909 shares; 2025Q3: 38,527 shares; 2025Q4: 43,374 shares 43,374 $14M 0.28% +4,847 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,456 shares; 2024Q4: 174,646 shares; 2025Q1: 187,499 shares; 2025Q2: 192,783 shares; 2025Q3: 235,745 shares; 2025Q4: 240,550 shares 240,550 $13.8M 0.28% +4,805 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,148 shares; 2024Q4: 378,200 shares; 2025Q1: 358,612 shares; 2025Q2: 371,830 shares; 2025Q3: 377,589 shares; 2025Q4: 381,239 shares 381,239 $13.7M 0.28% +3,650 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,885 shares; 2024Q4: 275,126 shares; 2025Q1: 256,721 shares; 2025Q2: 312,935 shares; 2025Q3: 288,245 shares; 2025Q4: 227,417 shares 227,417 $13.6M 0.28% -60,828 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,717 shares; 2024Q4: 99,211 shares; 2025Q1: 250,423 shares; 2025Q2: 340,758 shares; 2025Q3: 356,002 shares; 2025Q4: 376,866 shares 376,866 $13.3M 0.27% +20,864 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,604 shares; 2024Q4: 55,666 shares; 2025Q1: 56,783 shares; 2025Q2: 56,682 shares; 2025Q3: 57,262 shares; 2025Q4: 58,766 shares 58,766 $12.9M 0.26% +1,504 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,128 shares; 2024Q4: 20,330 shares; 2025Q1: 86,998 shares; 2025Q2: 112,714 shares; 2025Q3: 117,913 shares; 2025Q4: 107,998 shares 107,998 $12.9M 0.26% -9,915 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,545 shares; 2024Q4: 99,679 shares; 2025Q1: 106,638 shares; 2025Q2: 110,982 shares; 2025Q3: 117,634 shares; 2025Q4: 112,081 shares 112,081 $12.8M 0.26% -5,553 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 27,244 shares; 2025Q1: 27,057 shares; 2025Q2: 28,337 shares; 2025Q3: 28,376 shares; 2025Q4: 34,392 shares 34,392 $11.9M 0.24% +6,016 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 278,302 shares 278,302 $11.8M 0.24% +278,083 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,150 shares; 2024Q4: 35,823 shares; 2025Q1: 38,050 shares; 2025Q2: 37,550 shares; 2025Q3: 29,012 shares; 2025Q4: 56,228 shares 56,228 $11.6M 0.24% +27,216 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,876 shares; 2024Q4: 92,324 shares; 2025Q1: 95,360 shares; 2025Q2: 92,559 shares; 2025Q3: 95,220 shares; 2025Q4: 96,625 shares 96,625 $11.6M 0.24% +1,405 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,699 shares; 2024Q4: 104,498 shares; 2025Q1: 109,666 shares; 2025Q2: 109,242 shares; 2025Q3: 114,741 shares; 2025Q4: 154,557 shares 154,557 $11.6M 0.24% +39,816 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,933 shares; 2024Q4: 211,961 shares; 2025Q1: 289,071 shares; 2025Q2: 194,361 shares; 2025Q3: 226,902 shares; 2025Q4: 260,986 shares 260,986 $11.6M 0.24% +34,084 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 23,118 shares; 2025Q1: 24,672 shares; 2025Q2: 27,086 shares; 2025Q3: 40,341 shares; 2025Q4: 39,782 shares 39,782 $11.5M 0.23% -559 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,437 shares; 2024Q4: 118,630 shares; 2025Q1: 103,432 shares; 2025Q2: 92,584 shares; 2025Q3: 90,733 shares; 2025Q4: 93,574 shares 93,574 $11.5M 0.23% +2,841 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,855 shares; 2024Q4: 25,982 shares; 2025Q1: 26,515 shares; 2025Q2: 23,346 shares; 2025Q3: 24,598 shares; 2025Q4: 25,381 shares 25,381 $11.4M 0.23% +783 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,313 shares; 2024Q4: 21,054 shares; 2025Q1: 21,388 shares; 2025Q2: 21,277 shares; 2025Q3: 21,702 shares; 2025Q4: 162,106 shares 162,106 $11.3M 0.23% +140,404 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,035 shares; 2024Q4: 87,770 shares; 2025Q1: 86,982 shares; 2025Q2: 115,737 shares; 2025Q3: 102,157 shares; 2025Q4: 104,937 shares 104,937 $11.2M 0.23% +2,780 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,638 shares; 2024Q4: 125,495 shares; 2025Q1: 129,697 shares; 2025Q2: 136,233 shares; 2025Q3: 130,964 shares; 2025Q4: 130,796 shares 130,796 $10.9M 0.22% -168 Timeline JSI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,306 shares; 2025Q4: 209,218 shares 209,218 $10.9M 0.22% -3,088 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,819 shares; 2024Q4: 43,375 shares; 2025Q1: 98,888 shares; 2025Q2: 95,649 shares; 2025Q3: 99,931 shares; 2025Q4: 108,491 shares 108,491 $10.9M 0.22% +8,560 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 16,528 shares; 2025Q1: 17,276 shares; 2025Q2: 19,364 shares; 2025Q3: 19,258 shares; 2025Q4: 35,510 shares 35,510 $10.9M 0.22% +16,252 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,604 shares; 2024Q4: 118,793 shares; 2025Q1: 186,095 shares; 2025Q2: 195,746 shares; 2025Q3: 187,688 shares; 2025Q4: 194,388 shares 194,388 $10.8M 0.22% +6,700 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 10,137 shares; 2025Q1: 10,491 shares; 2025Q2: 10,381 shares; 2025Q3: 10,457 shares; 2025Q4: 12,379 shares 12,379 $10.7M 0.22% +1,922 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,074 shares; 2025Q3: 329,680 shares; 2025Q4: 620,151 shares 620,151 $10.6M 0.22% +290,471 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,601 shares; 2024Q4: 25,229 shares; 2025Q1: 25,353 shares; 2025Q2: 19,872 shares; 2025Q3: 20,692 shares; 2025Q4: 20,309 shares 20,309 $10.2M 0.21% -383 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,077 shares; 2024Q4: 52,140 shares; 2025Q1: 53,331 shares; 2025Q2: 60,977 shares; 2025Q3: 65,504 shares; 2025Q4: 56,977 shares 56,977 $10.1M 0.21% -8,527 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,786 shares; 2024Q4: 72,601 shares; 2025Q1: 79,286 shares; 2025Q2: 81,179 shares; 2025Q3: 81,916 shares; 2025Q4: 154,850 shares 154,850 $10.1M 0.2% +72,934 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,061 shares; 2024Q4: 77,838 shares; 2025Q1: 98,032 shares; 2025Q2: 104,266 shares; 2025Q3: 149,454 shares; 2025Q4: 165,354 shares 165,354 $10.1M 0.2% +15,900 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,516 shares; 2024Q4: 167,704 shares; 2025Q1: 172,661 shares; 2025Q2: 172,402 shares; 2025Q3: 184,030 shares; 2025Q4: 159,209 shares 159,209 $9.92M 0.2% -24,821 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 3,785 shares; 2025Q1: 5,629 shares; 2025Q2: 9,849 shares; 2025Q3: 161,337 shares; 2025Q4: 197,465 shares 197,465 $9.79M 0.2% +36,128 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,160 shares; 2024Q4: 374,674 shares; 2025Q1: 399,167 shares; 2025Q2: 466,659 shares; 2025Q3: 504,505 shares; 2025Q4: 547,357 shares 547,357 $9.67M 0.2% +42,852 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,464 shares; 2024Q4: 88,575 shares; 2025Q1: 99,134 shares; 2025Q2: 101,210 shares; 2025Q3: 102,149 shares; 2025Q4: 103,252 shares 103,252 $9.61M 0.19% +1,103 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,137 shares; 2024Q4: 79,380 shares; 2025Q1: 100,956 shares; 2025Q2: 170,062 shares; 2025Q3: 231,636 shares; 2025Q4: 264,744 shares 264,744 $9.44M 0.19% +33,108 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,915 shares; 2024Q4: 55,008 shares; 2025Q1: 60,303 shares; 2025Q2: 60,572 shares; 2025Q3: 62,848 shares; 2025Q4: 65,203 shares 65,203 $9.36M 0.19% +2,355 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,950 shares; 2024Q4: 209,166 shares; 2025Q1: 204,646 shares; 2025Q2: 177,710 shares; 2025Q3: 187,912 shares; 2025Q4: 197,863 shares 197,863 $9.26M 0.19% +9,951 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 11,050 shares; 2025Q1: 11,400 shares; 2025Q2: 13,283 shares; 2025Q3: 14,621 shares; 2025Q4: 14,023 shares 14,023 $9.26M 0.19% -598 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,747 shares; 2024Q4: 199,456 shares; 2025Q1: 220,327 shares; 2025Q2: 191,051 shares; 2025Q3: 221,174 shares; 2025Q4: 265,540 shares 265,540 $9.2M 0.19% +44,366 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,381 shares; 2024Q4: 26,067 shares; 2025Q1: 25,897 shares; 2025Q2: 29,545 shares; 2025Q3: 37,469 shares; 2025Q4: 38,665 shares 38,665 $8.9M 0.18% +1,196 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,443 shares; 2024Q4: 154,652 shares; 2025Q1: 156,414 shares; 2025Q2: 154,828 shares; 2025Q3: 167,520 shares; 2025Q4: 215,247 shares 215,247 $8.77M 0.18% +47,727 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 329,792 shares 329,792 $8.71M 0.18% +329,236 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,659 shares; 2024Q4: 34,557 shares; 2025Q1: 34,173 shares; 2025Q2: 38,889 shares; 2025Q3: 44,225 shares; 2025Q4: 34,785 shares 34,785 $8.71M 0.18% -9,440 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,177 shares; 2024Q4: 36,457 shares; 2025Q1: 37,465 shares; 2025Q2: 39,709 shares; 2025Q3: 91,939 shares; 2025Q4: 100,604 shares 100,604 $8.67M 0.18% +8,665 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,965 shares; 2024Q4: 45,567 shares; 2025Q1: 52,663 shares; 2025Q2: 52,134 shares; 2025Q3: 39,383 shares; 2025Q4: 40,716 shares 40,716 $8.63M 0.18% +1,333 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,743 shares; 2025Q1: 2,379 shares; 2025Q2: 2,890 shares; 2025Q3: 122,503 shares; 2025Q4: 155,096 shares 155,096 $8.39M 0.17% +32,593 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 39,055 shares; 2025Q1: 171,676 shares; 2025Q2: 183,007 shares; 2025Q3: 199,227 shares; 2025Q4: 163,125 shares 163,125 $8.25M 0.17% -36,102 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,709 shares; 2024Q4: 55,827 shares; 2025Q1: 59,744 shares; 2025Q2: 60,152 shares; 2025Q3: 59,603 shares; 2025Q4: 73,511 shares 73,511 $8.19M 0.17% +13,908 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,406 shares; 2024Q4: 68,393 shares; 2025Q1: 98,772 shares; 2025Q2: 147,603 shares; 2025Q3: 144,995 shares; 2025Q4: 148,733 shares 148,733 $8.15M 0.17% +3,738 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,685 shares; 2024Q4: 126,417 shares; 2025Q1: 142,989 shares; 2025Q2: 156,428 shares; 2025Q3: 158,179 shares; 2025Q4: 165,274 shares 165,274 $8.12M 0.16% +7,095 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,416 shares; 2024Q4: 229,729 shares; 2025Q1: 260,296 shares; 2025Q2: 271,768 shares; 2025Q3: 247,518 shares; 2025Q4: 293,796 shares 293,796 $8.11M 0.16% +46,278 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,214 shares; 2025Q1: 4,506 shares; 2025Q2: 4,536 shares; 2025Q3: 4,669 shares; 2025Q4: 9,042 shares 9,042 $7.95M 0.16% +4,373 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,884 shares; 2024Q4: 57,376 shares; 2025Q1: 77,587 shares; 2025Q2: 107,854 shares; 2025Q3: 130,064 shares; 2025Q4: 172,070 shares 172,070 $7.84M 0.16% +42,006 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,587 shares; 2024Q4: 18,687 shares; 2025Q1: 19,257 shares; 2025Q2: 19,090 shares; 2025Q3: 19,155 shares; 2025Q4: 22,751 shares 22,751 $7.83M 0.16% +3,596 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,605 shares; 2024Q4: 238,432 shares; 2025Q1: 247,080 shares; 2025Q2: 251,326 shares; 2025Q3: 275,978 shares; 2025Q4: 294,184 shares 294,184 $7.79M 0.16% +18,206 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,186 shares; 2024Q4: 144,254 shares; 2025Q1: 141,472 shares; 2025Q2: 142,521 shares; 2025Q3: 146,179 shares; 2025Q4: 311,203 shares 311,203 $7.73M 0.16% +165,024 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,417 shares; 2024Q4: 85,628 shares; 2025Q1: 89,617 shares; 2025Q2: 91,135 shares; 2025Q3: 81,858 shares; 2025Q4: 80,924 shares 80,924 $7.71M 0.16% -934 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,991 shares; 2024Q4: 356,722 shares; 2025Q1: 375,089 shares; 2025Q2: 393,356 shares; 2025Q3: 405,284 shares; 2025Q4: 419,727 shares 419,727 $7.65M 0.16% +14,443 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,948 shares; 2024Q4: 48,615 shares; 2025Q1: 52,785 shares; 2025Q2: 61,949 shares; 2025Q3: 66,384 shares; 2025Q4: 74,606 shares 74,606 $7.64M 0.15% +8,222 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,872 shares; 2024Q4: 70,907 shares; 2025Q1: 156,350 shares; 2025Q2: 160,373 shares; 2025Q3: 131,624 shares; 2025Q4: 124,937 shares 124,937 $7.54M 0.15% -6,687 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,419 shares; 2024Q4: 43,807 shares; 2025Q1: 45,168 shares; 2025Q2: 42,633 shares; 2025Q3: 44,113 shares; 2025Q4: 107,802 shares 107,802 $7.54M 0.15% +63,689 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,513 shares; 2024Q4: 58,696 shares; 2025Q1: 60,402 shares; 2025Q2: 59,785 shares; 2025Q3: 58,624 shares; 2025Q4: 62,049 shares 62,049 $7.47M 0.15% +3,425 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 27,966 shares; 2025Q1: 21,670 shares; 2025Q2: 26,613 shares; 2025Q3: 26,415 shares; 2025Q4: 51,471 shares 51,471 $7.41M 0.15% +25,056 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,802 shares; 2025Q1: 6,265 shares; 2025Q2: 15,703 shares; 2025Q3: 14,780 shares; 2025Q4: 22,212 shares 22,212 $7.33M 0.15% +7,432 Timeline IDMO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,971 shares; 2024Q4: 20,290 shares; 2025Q1: 28,142 shares; 2025Q2: 110,958 shares; 2025Q3: 115,705 shares; 2025Q4: 131,205 shares 131,205 $7.29M 0.15% +15,500 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,161 shares; 2025Q1: 1,254 shares; 2025Q2: 3,447 shares; 2025Q3: 1,313 shares; 2025Q4: 35,471 shares 35,471 $7.29M 0.15% +34,158 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 10,565 shares; 2025Q1: 12,598 shares; 2025Q2: 13,476 shares; 2025Q3: 15,965 shares; 2025Q4: 28,667 shares 28,667 $7.25M 0.15% +12,702 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,040 shares; 2024Q4: 117,138 shares; 2025Q1: 132,266 shares; 2025Q2: 157,991 shares; 2025Q3: 147,568 shares; 2025Q4: 72,137 shares 72,137 $7.21M 0.15% -75,431 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,249 shares; 2024Q4: 32,452 shares; 2025Q1: 23,424 shares; 2025Q2: 25,524 shares; 2025Q3: 25,106 shares; 2025Q4: 81,549 shares 81,549 $7.11M 0.14% +56,443 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,264 shares; 2024Q4: 21,142 shares; 2025Q1: 21,701 shares; 2025Q2: 21,371 shares; 2025Q3: 20,715 shares; 2025Q4: 59,067 shares 59,067 $6.92M 0.14% +38,352 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,516 shares; 2025Q1: 19,136 shares; 2025Q2: 19,079 shares; 2025Q3: 19,171 shares; 2025Q4: 19,200 shares 19,200 $6.73M 0.14% +29 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,823 shares; 2024Q4: 18,616 shares; 2025Q1: 14,018 shares; 2025Q2: 15,059 shares; 2025Q3: 16,051 shares; 2025Q4: 16,288 shares 16,288 $6.72M 0.14% +237 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,760 shares; 2024Q4: 19,221 shares; 2025Q1: 20,419 shares; 2025Q2: 19,940 shares; 2025Q3: 21,578 shares; 2025Q4: 22,083 shares 22,083 $6.67M 0.14% +505 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,812 shares; 2024Q4: 149,724 shares; 2025Q1: 172,664 shares; 2025Q2: 169,363 shares; 2025Q3: 169,359 shares; 2025Q4: 167,804 shares 167,804 $6.66M 0.14% -1,555 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,491 shares; 2024Q4: 10,187 shares; 2025Q1: 10,831 shares; 2025Q2: 11,020 shares; 2025Q3: 11,477 shares; 2025Q4: 30,139 shares 30,139 $6.62M 0.13% +18,662 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,035 shares; 2024Q4: 391,647 shares; 2025Q1: 440,063 shares; 2025Q2: 457,060 shares; 2025Q3: 459,441 shares; 2025Q4: 446,674 shares 446,674 $6.62M 0.13% -12,767 Timeline MDIV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,931 shares; 2024Q4: 306,503 shares; 2025Q1: 318,997 shares; 2025Q2: 360,401 shares; 2025Q3: 387,363 shares; 2025Q4: 418,547 shares 418,547 $6.58M 0.13% +31,184 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,411 shares; 2024Q4: 63,644 shares; 2025Q1: 65,472 shares; 2025Q2: 67,861 shares; 2025Q3: 71,263 shares; 2025Q4: 71,135 shares 71,135 $6.43M 0.13% -128 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,542 shares; 2024Q4: 144,039 shares; 2025Q1: 162,476 shares; 2025Q2: 164,210 shares; 2025Q3: 142,178 shares; 2025Q4: 126,207 shares 126,207 $6.29M 0.13% -15,971 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 18,604 shares; 2025Q1: 18,577 shares; 2025Q2: 19,200 shares; 2025Q3: 23,365 shares; 2025Q4: 24,055 shares 24,055 $6.21M 0.13% +690 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,222 shares; 2024Q4: 25,556 shares; 2025Q1: 26,447 shares; 2025Q2: 27,250 shares; 2025Q3: 27,507 shares; 2025Q4: 40,626 shares 40,626 $6.19M 0.13% +13,119 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,207 shares; 2024Q4: 45,548 shares; 2025Q1: 117,511 shares; 2025Q2: 120,269 shares; 2025Q3: 129,427 shares; 2025Q4: 134,324 shares 134,324 $6.16M 0.12% +4,897 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 18,469 shares; 2025Q1: 19,829 shares; 2025Q2: 21,518 shares; 2025Q3: 23,156 shares; 2025Q4: 24,960 shares 24,960 $6.14M 0.12% +1,804 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,559 shares; 2025Q1: 6,442 shares; 2025Q2: 7,642 shares; 2025Q3: 8,023 shares; 2025Q4: 10,702 shares 10,702 $6.13M 0.12% +2,679 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,377 shares; 2024Q4: 61,410 shares; 2025Q1: 62,243 shares; 2025Q2: 65,509 shares; 2025Q3: 73,165 shares; 2025Q4: 77,457 shares 77,457 $6.1M 0.12% +4,292 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,546 shares; 2024Q4: 15,833 shares; 2025Q1: 11,746 shares; 2025Q2: 10,319 shares; 2025Q3: 10,644 shares; 2025Q4: 12,635 shares 12,635 $6.07M 0.12% +1,991 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,519 shares; 2024Q4: 93,341 shares; 2025Q1: 96,714 shares; 2025Q2: 99,192 shares; 2025Q3: 103,784 shares; 2025Q4: 106,423 shares 106,423 $6.05M 0.12% +2,639 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,584 shares; 2024Q4: 32,741 shares; 2025Q1: 25,162 shares; 2025Q2: 21,140 shares; 2025Q3: 23,267 shares; 2025Q4: 28,210 shares 28,210 $6.04M 0.12% +4,943 Timeline RWJ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,901 shares; 2024Q4: 107,185 shares; 2025Q1: 138,742 shares; 2025Q2: 106,522 shares; 2025Q3: 111,582 shares; 2025Q4: 123,305 shares 123,305 $6.01M 0.12% +11,723 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,692 shares; 2024Q4: 25,170 shares; 2025Q1: 27,613 shares; 2025Q2: 28,966 shares; 2025Q3: 31,723 shares; 2025Q4: 30,014 shares 30,014 $5.99M 0.12% -1,709 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 703 shares; 2025Q4: 124,057 shares 124,057 $5.95M 0.12% +123,354 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,155 shares; 2025Q1: 6,313 shares; 2025Q2: 11,118 shares; 2025Q3: 16,644 shares; 2025Q4: 18,856 shares 18,856 $5.94M 0.12% +2,212 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,278 shares; 2024Q4: 25,734 shares; 2025Q1: 29,009 shares; 2025Q2: 29,241 shares; 2025Q3: 31,216 shares; 2025Q4: 32,539 shares 32,539 $5.9M 0.12% +1,323 Timeline GDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 8,601 shares; 2025Q1: 151,653 shares; 2025Q2: 148,566 shares; 2025Q3: 144,963 shares; 2025Q4: 155,572 shares 155,572 $5.88M 0.12% +10,609 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,731 shares; 2025Q1: 8,699 shares; 2025Q2: 9,303 shares; 2025Q3: 9,495 shares; 2025Q4: 9,709 shares 9,709 $5.86M 0.12% +214 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,866 shares; 2024Q4: 20,544 shares; 2025Q1: 21,469 shares; 2025Q2: 21,378 shares; 2025Q3: 22,082 shares; 2025Q4: 21,055 shares 21,055 $5.83M 0.12% -1,027 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 32,102 shares; 2025Q1: 70,086 shares; 2025Q2: 75,910 shares; 2025Q3: 93,848 shares; 2025Q4: 219,502 shares 219,502 $5.82M 0.12% +125,654 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266,410 shares 266,410 $5.76M 0.12% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,937 shares; 2024Q4: 19,561 shares; 2025Q1: 23,200 shares; 2025Q2: 30,498 shares; 2025Q3: 30,411 shares; 2025Q4: 29,409 shares 29,409 $5.73M 0.12% -1,002 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,040 shares; 2025Q1: 11,077 shares; 2025Q2: 14,756 shares; 2025Q3: 36,823 shares; 2025Q4: 38,344 shares 38,344 $5.7M 0.12% +1,521 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,400 shares; 2025Q1: 44,100 shares; 2025Q2: 76,208 shares; 2025Q3: 201,967 shares; 2025Q4: 229,337 shares 229,337 $5.68M 0.12% +27,370 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,692 shares; 2024Q4: 61,971 shares; 2025Q1: 77,883 shares; 2025Q2: 83,270 shares; 2025Q3: 88,198 shares; 2025Q4: 81,123 shares 81,123 $5.63M 0.11% -7,075 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 9,459 shares; 2025Q1: 9,651 shares; 2025Q2: 9,771 shares; 2025Q3: 9,921 shares; 2025Q4: 9,832 shares 9,832 $5.61M 0.11% -89 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,732 shares; 2024Q4: 51,861 shares; 2025Q1: 58,081 shares; 2025Q2: 83,505 shares; 2025Q3: 99,471 shares; 2025Q4: 102,218 shares 102,218 $5.59M 0.11% +2,747 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,976 shares; 2024Q4: 58,809 shares; 2025Q1: 62,935 shares; 2025Q2: 63,367 shares; 2025Q3: 68,131 shares; 2025Q4: 69,905 shares 69,905 $5.57M 0.11% +1,774 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,022 shares; 2024Q4: 31,200 shares; 2025Q1: 33,077 shares; 2025Q2: 35,246 shares; 2025Q3: 30,371 shares; 2025Q4: 31,322 shares 31,322 $5.56M 0.11% +951 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,356 shares; 2024Q4: 175,943 shares; 2025Q1: 129,060 shares; 2025Q2: 124,046 shares; 2025Q3: 124,842 shares; 2025Q4: 133,037 shares 133,037 $5.47M 0.11% +8,195 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 21,166 shares; 2025Q1: 20,241 shares; 2025Q2: 20,841 shares; 2025Q3: 28,806 shares; 2025Q4: 28,143 shares 28,143 $5.45M 0.11% -663 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,038 shares; 2024Q4: 40,888 shares; 2025Q1: 44,339 shares; 2025Q2: 48,539 shares; 2025Q3: 34,425 shares; 2025Q4: 27,330 shares 27,330 $5.43M 0.11% -7,095 Timeline IVOG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,913 shares; 2024Q4: 32,798 shares; 2025Q1: 36,041 shares; 2025Q2: 39,915 shares; 2025Q3: 43,474 shares; 2025Q4: 44,929 shares 44,929 $5.4M 0.11% +1,455 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,535 shares; 2024Q4: 17,357 shares; 2025Q1: 17,864 shares; 2025Q2: 18,292 shares; 2025Q3: 18,502 shares; 2025Q4: 18,713 shares 18,713 $5.39M 0.11% +211 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,637 shares; 2025Q1: 19,766 shares; 2025Q2: 21,246 shares; 2025Q3: 36,329 shares; 2025Q4: 34,360 shares 34,360 $5.33M 0.11% -1,969 Timeline IVOO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,872 shares; 2024Q4: 39,661 shares; 2025Q1: 39,688 shares; 2025Q2: 42,467 shares; 2025Q3: 46,026 shares; 2025Q4: 47,553 shares 47,553 $5.32M 0.11% +1,527 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,606 shares; 2024Q4: 24,986 shares; 2025Q1: 27,962 shares; 2025Q2: 25,864 shares; 2025Q3: 27,536 shares; 2025Q4: 116,042 shares 116,042 $5.27M 0.11% +88,506 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,686 shares; 2024Q4: 41,597 shares; 2025Q1: 49,127 shares; 2025Q2: 51,766 shares; 2025Q3: 73,402 shares; 2025Q4: 73,763 shares 73,763 $5.27M 0.11% +361 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,440 shares; 2024Q4: 39,121 shares; 2025Q1: 39,158 shares; 2025Q2: 43,236 shares; 2025Q3: 46,487 shares; 2025Q4: 47,357 shares 47,357 $5.25M 0.11% +870 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,499 shares; 2024Q4: 19,499 shares; 2025Q1: 169,776 shares; 2025Q2: 179,737 shares; 2025Q3: 185,182 shares; 2025Q4: 221,096 shares 221,096 $5.23M 0.11% +35,914 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,785 shares; 2024Q4: 23,550 shares; 2025Q1: 21,140 shares; 2025Q2: 20,891 shares; 2025Q3: 24,371 shares; 2025Q4: 24,343 shares 24,343 $5.23M 0.11% -28 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 5,139 shares; 2025Q1: 5,026 shares; 2025Q2: 4,801 shares; 2025Q3: 6,131 shares; 2025Q4: 55,449 shares 55,449 $5.2M 0.11% +49,318 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 12,066 shares; 2025Q1: 50,684 shares; 2025Q2: 54,487 shares; 2025Q3: 57,731 shares; 2025Q4: 60,740 shares 60,740 $5.19M 0.11% +3,009 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,779 shares; 2024Q4: 80,547 shares; 2025Q1: 80,697 shares; 2025Q2: 83,195 shares; 2025Q3: 93,314 shares; 2025Q4: 109,772 shares 109,772 $5.17M 0.1% +16,458 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 15,443 shares; 2025Q1: 17,989 shares; 2025Q2: 18,644 shares; 2025Q3: 18,618 shares; 2025Q4: 18,059 shares 18,059 $5.15M 0.1% -559 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 5,610 shares; 2025Q1: 45,256 shares; 2025Q2: 49,615 shares; 2025Q3: 57,165 shares; 2025Q4: 57,246 shares 57,246 $5.13M 0.1% +81 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,782 shares; 2024Q4: 11,643 shares; 2025Q1: 12,398 shares; 2025Q2: 15,243 shares; 2025Q3: 23,497 shares; 2025Q4: 27,537 shares 27,537 $5.1M 0.1% +4,040 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,544 shares; 2025Q1: 99,466 shares; 2025Q2: 313,497 shares; 2025Q3: 193,450 shares; 2025Q4: 196,686 shares 196,686 $5.06M 0.1% +3,236 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,439 shares; 2024Q4: 75,095 shares; 2025Q1: 86,142 shares; 2025Q2: 88,749 shares; 2025Q3: 139,137 shares; 2025Q4: 143,188 shares 143,188 $5.06M 0.1% +4,051 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,865 shares; 2024Q4: 95,543 shares; 2025Q1: 106,503 shares; 2025Q2: 108,155 shares; 2025Q3: 107,108 shares; 2025Q4: 94,789 shares 94,789 $5.06M 0.1% -12,319 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 15,457 shares; 2025Q1: 19,395 shares; 2025Q2: 26,886 shares; 2025Q3: 28,466 shares; 2025Q4: 112,507 shares 112,507 $5.02M 0.1% +84,041 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,160 shares; 2024Q4: 33,853 shares; 2025Q1: 34,850 shares; 2025Q2: 36,096 shares; 2025Q3: 34,942 shares; 2025Q4: 36,595 shares 36,595 $5.01M 0.1% +1,653 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,246 shares; 2024Q4: 78,305 shares; 2025Q1: 57,684 shares; 2025Q2: 56,239 shares; 2025Q3: 60,985 shares; 2025Q4: 60,571 shares 60,571 $5M 0.1% -414 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,231 shares; 2024Q4: 69,481 shares; 2025Q1: 63,298 shares; 2025Q2: 54,249 shares; 2025Q3: 54,228 shares; 2025Q4: 51,213 shares 51,213 $4.96M 0.1% -3,015 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,623 shares; 2024Q4: 19,965 shares; 2025Q1: 20,305 shares; 2025Q2: 20,420 shares; 2025Q3: 20,184 shares; 2025Q4: 27,031 shares 27,031 $4.96M 0.1% +6,847 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 10,140 shares; 2025Q1: 10,072 shares; 2025Q2: 12,340 shares; 2025Q3: 12,605 shares; 2025Q4: 20,119 shares 20,119 $4.88M 0.1% +7,514 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 51,432 shares; 2025Q1: 54,239 shares; 2025Q2: 57,980 shares; 2025Q3: 58,291 shares; 2025Q4: 60,006 shares 60,006 $4.87M 0.1% +1,715 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,071 shares; 2024Q4: 27,318 shares; 2025Q1: 24,748 shares; 2025Q2: 22,972 shares; 2025Q3: 22,559 shares; 2025Q4: 33,774 shares 33,774 $4.85M 0.1% +11,215 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,863 shares; 2024Q4: 29,176 shares; 2025Q1: 28,394 shares; 2025Q2: 28,684 shares; 2025Q3: 28,671 shares; 2025Q4: 29,601 shares 29,601 $4.84M 0.1% +930 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,237 shares; 2025Q1: 2,207 shares; 2025Q2: 2,212 shares; 2025Q3: 2,576 shares; 2025Q4: 8,463 shares 8,463 $4.83M 0.1% +5,887 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,250 shares; 2024Q4: 79,050 shares; 2025Q1: 96,488 shares; 2025Q2: 98,181 shares; 2025Q3: 98,301 shares; 2025Q4: 105,135 shares 105,135 $4.8M 0.1% +6,834 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,549 shares; 2024Q4: 84,861 shares; 2025Q1: 90,529 shares; 2025Q2: 91,072 shares; 2025Q3: 80,305 shares; 2025Q4: 84,277 shares 84,277 $4.74M 0.1% +3,972 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,049 shares; 2024Q4: 47,020 shares; 2025Q1: 49,681 shares; 2025Q2: 50,266 shares; 2025Q3: 50,846 shares; 2025Q4: 52,484 shares 52,484 $4.7M 0.1% +1,638 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 9,449 shares; 2025Q1: 9,223 shares; 2025Q2: 9,467 shares; 2025Q3: 18,619 shares; 2025Q4: 30,641 shares 30,641 $4.69M 0.1% +12,022 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 61,365 shares; 2025Q1: 62,776 shares; 2025Q2: 65,427 shares; 2025Q3: 65,828 shares; 2025Q4: 64,991 shares 64,991 $4.66M 0.09% -837 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,874 shares; 2024Q4: 125,434 shares; 2025Q1: 131,088 shares; 2025Q2: 94,317 shares; 2025Q3: 96,037 shares; 2025Q4: 96,627 shares 96,627 $4.62M 0.09% +590 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 2,414 shares; 2025Q1: 25,260 shares; 2025Q2: 26,183 shares; 2025Q3: 28,365 shares; 2025Q4: 125,671 shares 125,671 $4.6M 0.09% +97,306 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,337 shares; 2024Q4: 73,229 shares; 2025Q1: 55,075 shares; 2025Q2: 67,830 shares; 2025Q3: 104,392 shares; 2025Q4: 97,778 shares 97,778 $4.58M 0.09% -6,614 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,803 shares; 2024Q4: 56,585 shares; 2025Q1: 52,296 shares; 2025Q2: 53,930 shares; 2025Q3: 58,090 shares; 2025Q4: 102,070 shares 102,070 $4.56M 0.09% +43,980 Timeline TOTL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,359 shares; 2025Q2: 112,193 shares; 2025Q3: 117,537 shares; 2025Q4: 112,437 shares 112,437 $4.53M 0.09% -5,100 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,277 shares; 2025Q1: 1,323 shares; 2025Q2: 1,452 shares; 2025Q3: 1,424 shares; 2025Q4: 5,396 shares 5,396 $4.43M 0.09% +3,972 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,266 shares; 2024Q4: 40,164 shares; 2025Q1: 44,046 shares; 2025Q2: 38,779 shares; 2025Q3: 23,980 shares; 2025Q4: 28,435 shares 28,435 $4.4M 0.09% +4,455 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,706 shares; 2024Q4: 19,480 shares; 2025Q1: 20,059 shares; 2025Q2: 19,293 shares; 2025Q3: 75,680 shares; 2025Q4: 95,025 shares 95,025 $4.4M 0.09% +19,345 Timeline GSLC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,567 shares; 2024Q4: 27,662 shares; 2025Q1: 19,025 shares; 2025Q2: 18,737 shares; 2025Q3: 18,118 shares; 2025Q4: 32,693 shares 32,693 $4.33M 0.09% +14,575 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,628 shares; 2024Q4: 33,401 shares; 2025Q1: 42,214 shares; 2025Q2: 47,945 shares; 2025Q3: 57,192 shares; 2025Q4: 60,964 shares 60,964 $4.32M 0.09% +3,772 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,057 shares; 2024Q4: 24,246 shares; 2025Q1: 57,320 shares; 2025Q2: 61,195 shares; 2025Q3: 82,306 shares; 2025Q4: 77,416 shares 77,416 $4.25M 0.09% -4,890 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,670 shares; 2024Q4: 51,049 shares; 2025Q1: 54,254 shares; 2025Q2: 59,056 shares; 2025Q3: 65,299 shares; 2025Q4: 70,801 shares 70,801 $4.24M 0.09% +5,502 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,173 shares; 2024Q4: 34,171 shares; 2025Q1: 40,180 shares; 2025Q2: 44,437 shares; 2025Q3: 43,957 shares; 2025Q4: 40,086 shares 40,086 $4.23M 0.09% -3,871 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 8,570 shares; 2025Q1: 9,270 shares; 2025Q2: 13,480 shares; 2025Q3: 13,803 shares; 2025Q4: 13,193 shares 13,193 $4.2M 0.09% -610 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 52,985 shares; 2025Q1: 55,550 shares; 2025Q2: 64,307 shares; 2025Q3: 68,236 shares; 2025Q4: 70,902 shares 70,902 $4.12M 0.08% +2,666 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 29,307 shares; 2025Q1: 75,628 shares; 2025Q2: 74,257 shares; 2025Q3: 100,641 shares; 2025Q4: 110,485 shares 110,485 $4.07M 0.08% +9,844 Timeline DDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,748 shares; 2024Q4: 75,953 shares; 2025Q1: 75,841 shares; 2025Q2: 73,513 shares; 2025Q3: 71,982 shares; 2025Q4: 90,230 shares 90,230 $4.07M 0.08% +18,248 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,312 shares; 2025Q1: 8,152 shares; 2025Q2: 8,044 shares; 2025Q3: 8,684 shares; 2025Q4: 8,542 shares 8,542 $4.04M 0.08% -142 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,622 shares; 2025Q1: 6,018 shares; 2025Q2: 6,484 shares; 2025Q3: 6,595 shares; 2025Q4: 8,657 shares 8,657 $4.03M 0.08% +2,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,681 shares; 2025Q1: 1,710 shares; 2025Q2: 2,149 shares; 2025Q3: 1,790 shares; 2025Q4: 18,963 shares 18,963 $4.02M 0.08% +17,173 Timeline GSEW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,677 shares; 2025Q2: 42,225 shares; 2025Q3: 45,983 shares; 2025Q4: 46,925 shares 46,925 $3.99M 0.08% +942 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 10,287 shares; 2025Q1: 11,274 shares; 2025Q2: 11,340 shares; 2025Q3: 12,100 shares; 2025Q4: 13,128 shares 13,128 $3.99M 0.08% +1,028 Timeline DNOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,144 shares; 2024Q4: 81,089 shares; 2025Q1: 80,488 shares; 2025Q2: 78,786 shares; 2025Q3: 77,048 shares; 2025Q4: 81,192 shares 81,192 $3.97M 0.08% +4,144 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,650 shares; 2024Q4: 119,726 shares; 2025Q1: 130,821 shares; 2025Q2: 126,858 shares; 2025Q3: 136,001 shares; 2025Q4: 147,810 shares 147,810 $3.94M 0.08% +11,809 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,605 shares; 2025Q1: 10,658 shares; 2025Q2: 9,738 shares; 2025Q3: 18,335 shares; 2025Q4: 18,590 shares 18,590 $3.94M 0.08% +255 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,575 shares; 2024Q4: 29,745 shares; 2025Q1: 98,029 shares; 2025Q2: 136,955 shares; 2025Q3: 120,755 shares; 2025Q4: 133,214 shares 133,214 $3.94M 0.08% +12,459 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,870 shares; 2024Q4: 18,430 shares; 2025Q1: 21,760 shares; 2025Q2: 27,977 shares; 2025Q3: 30,312 shares; 2025Q4: 32,361 shares 32,361 $3.91M 0.08% +2,049 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,054 shares; 2024Q4: 77,281 shares; 2025Q1: 89,610 shares; 2025Q2: 87,608 shares; 2025Q3: 83,971 shares; 2025Q4: 82,504 shares 82,504 $3.91M 0.08% -1,467 Timeline FTXL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,997 shares; 2024Q4: 29,256 shares; 2025Q1: 30,865 shares; 2025Q2: 31,960 shares; 2025Q3: 31,358 shares; 2025Q4: 30,086 shares 30,086 $3.9M 0.08% -1,272 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 6,954 shares; 2025Q1: 6,755 shares; 2025Q2: 8,707 shares; 2025Q3: 11,476 shares; 2025Q4: 8,253 shares 8,253 $3.87M 0.08% -3,223 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 19,565 shares; 2025Q1: 19,754 shares; 2025Q2: 17,891 shares; 2025Q3: 23,268 shares; 2025Q4: 24,582 shares 24,582 $3.85M 0.08% +1,314 Timeline SPBU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,306 shares; 2025Q2: 31,510 shares; 2025Q3: 71,738 shares; 2025Q4: 136,093 shares 136,093 $3.83M 0.08% +64,355 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: 36,304 shares; 2025Q1: 56,381 shares; 2025Q2: 102,950 shares; 2025Q3: 85,627 shares; 2025Q4: 67,516 shares 67,516 $3.82M 0.08% -18,111 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 10,502 shares; 2025Q1: 11,110 shares; 2025Q2: 23,340 shares; 2025Q3: 23,993 shares; 2025Q4: 67,693 shares 67,693 $3.82M 0.08% +43,700 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,011 shares; 2024Q4: 85,013 shares; 2025Q1: 79,250 shares; 2025Q2: 112,928 shares; 2025Q3: 85,191 shares; 2025Q4: 80,203 shares 80,203 $3.81M 0.08% -4,988 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,161 shares; 2024Q4: 46,684 shares; 2025Q1: 77,017 shares; 2025Q2: 98,714 shares; 2025Q3: 53,244 shares; 2025Q4: 53,173 shares 53,173 $3.77M 0.08% -71 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,647 shares; 2024Q4: 24,229 shares; 2025Q1: 22,745 shares; 2025Q2: 29,260 shares; 2025Q3: 26,263 shares; 2025Q4: 23,461 shares 23,461 $3.75M 0.08% -2,802 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,175 shares; 2024Q4: 61,883 shares; 2025Q1: 67,285 shares; 2025Q2: 69,820 shares; 2025Q3: 69,793 shares; 2025Q4: 47,160 shares 47,160 $3.7M 0.07% -22,633 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,037 shares; 2024Q4: 169,508 shares; 2025Q1: 173,909 shares; 2025Q2: 177,521 shares; 2025Q3: 180,208 shares; 2025Q4: 145,901 shares 145,901 $3.68M 0.07% -34,307 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 6,275 shares; 2025Q1: 6,490 shares; 2025Q2: 7,478 shares; 2025Q3: 7,306 shares; 2025Q4: 58,558 shares 58,558 $3.66M 0.07% +51,252 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,253 shares; 2024Q4: 76,514 shares; 2025Q1: 30,606 shares; 2025Q2: 33,630 shares; 2025Q3: 42,210 shares; 2025Q4: 55,423 shares 55,423 $3.57M 0.07% +13,213 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 10,833 shares; 2025Q1: 11,028 shares; 2025Q2: 11,087 shares; 2025Q3: 11,447 shares; 2025Q4: 18,162 shares 18,162 $3.54M 0.07% +6,715 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,238 shares; 2024Q4: 132,382 shares; 2025Q1: 88,703 shares; 2025Q2: 80,477 shares; 2025Q3: 73,084 shares; 2025Q4: 75,448 shares 75,448 $3.51M 0.07% +2,364 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,236 shares; 2025Q1: 11,940 shares; 2025Q2: 44,701 shares; 2025Q3: 74,681 shares; 2025Q4: 109,800 shares 109,800 $3.47M 0.07% +35,119 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,326 shares; 2024Q4: 67,560 shares; 2025Q1: 93,261 shares; 2025Q2: 95,834 shares; 2025Q3: 97,399 shares; 2025Q4: 101,207 shares 101,207 $3.47M 0.07% +3,808 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,891 shares; 2024Q4: 86,348 shares; 2025Q1: 71,542 shares; 2025Q2: 81,263 shares; 2025Q3: 79,656 shares; 2025Q4: 72,377 shares 72,377 $3.45M 0.07% -7,279 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,085 shares; 2024Q4: 68,289 shares; 2025Q1: 70,797 shares; 2025Q2: 76,119 shares; 2025Q3: 75,691 shares; 2025Q4: 74,958 shares 74,958 $3.45M 0.07% -733 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,926 shares; 2025Q4: 167,404 shares 167,404 $3.44M 0.07% -148,522 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,508 shares; 2025Q1: 3,100 shares; 2025Q2: 5,427 shares; 2025Q3: 7,533 shares; 2025Q4: 5,240 shares 5,240 $3.42M 0.07% -2,293 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,745 shares; 2025Q2: 181,037 shares; 2025Q3: 191,394 shares; 2025Q4: 200,914 shares 200,914 $3.42M 0.07% +9,520 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,681 shares; 2024Q4: 27,650 shares; 2025Q1: 27,925 shares; 2025Q2: 31,037 shares; 2025Q3: 38,783 shares; 2025Q4: 49,054 shares 49,054 $3.41M 0.07% +10,271 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,301 shares; 2024Q4: 82,886 shares; 2025Q1: 71,056 shares; 2025Q2: 116,581 shares; 2025Q3: 129,622 shares; 2025Q4: 128,246 shares 128,246 $3.4M 0.07% -1,376 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 7,352 shares; 2025Q1: 7,742 shares; 2025Q2: 8,685 shares; 2025Q3: 11,258 shares; 2025Q4: 11,270 shares 11,270 $3.39M 0.07% +12 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,801 shares; 2025Q1: 6,792 shares; 2025Q2: 6,372 shares; 2025Q3: 6,024 shares; 2025Q4: 45,516 shares 45,516 $3.35M 0.07% +39,492 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 6,813 shares; 2025Q1: 7,069 shares; 2025Q2: 8,458 shares; 2025Q3: 10,306 shares; 2025Q4: 11,241 shares 11,241 $3.33M 0.07% +935 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,349 shares; 2024Q4: 24,742 shares; 2025Q1: 25,497 shares; 2025Q2: 28,172 shares; 2025Q3: 32,891 shares; 2025Q4: 65,466 shares 65,466 $3.33M 0.07% +32,575 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,957 shares; 2025Q1: 4,417 shares; 2025Q2: 9,424 shares; 2025Q3: 11,717 shares; 2025Q4: 9,400 shares 9,400 $3.32M 0.07% -2,317 Timeline FSEP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,708 shares; 2024Q4: 54,571 shares; 2025Q1: 52,706 shares; 2025Q2: 49,261 shares; 2025Q3: 55,259 shares; 2025Q4: 64,384 shares 64,384 $3.32M 0.07% +9,125 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,458 shares; 2024Q4: 19,486 shares; 2025Q1: 17,102 shares; 2025Q2: 14,613 shares; 2025Q3: 15,149 shares; 2025Q4: 32,414 shares 32,414 $3.31M 0.07% +17,265 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,091 shares; 2024Q4: 82,595 shares; 2025Q1: 59,437 shares; 2025Q2: 58,383 shares; 2025Q3: 59,164 shares; 2025Q4: 69,358 shares 69,358 $3.28M 0.07% +10,194 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 17,219 shares; 2025Q1: 22,964 shares; 2025Q2: 22,441 shares; 2025Q3: 39,434 shares; 2025Q4: 38,956 shares 38,956 $3.26M 0.07% -478 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 25,622 shares; 2025Q1: 26,820 shares; 2025Q2: 28,120 shares; 2025Q3: 32,513 shares; 2025Q4: 41,661 shares 41,661 $3.24M 0.07% +9,148 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 2,676 shares; 2025Q1: 22,257 shares; 2025Q2: 43,805 shares; 2025Q3: 28,348 shares; 2025Q4: 28,605 shares 28,605 $3.24M 0.07% +257 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,955 shares; 2024Q4: 104,566 shares; 2025Q1: 103,507 shares; 2025Q2: 169,583 shares; 2025Q3: 163,712 shares; 2025Q4: 129,406 shares 129,406 $3.23M 0.07% -34,306 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,645 shares; 2024Q4: 39,433 shares; 2025Q1: 52,953 shares; 2025Q2: 53,140 shares; 2025Q3: 28,196 shares; 2025Q4: 28,153 shares 28,153 $3.23M 0.07% -43 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,290 shares; 2024Q4: 19,787 shares; 2025Q1: 17,951 shares; 2025Q2: 16,945 shares; 2025Q3: 27,387 shares; 2025Q4: 30,626 shares 30,626 $3.22M 0.07% +3,239 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,315 shares; 2024Q4: 54,034 shares; 2025Q1: 62,272 shares; 2025Q2: 98,388 shares; 2025Q3: 173,429 shares; 2025Q4: 134,548 shares 134,548 $3.22M 0.07% -38,881 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 11,139 shares; 2025Q1: 11,227 shares; 2025Q2: 11,365 shares; 2025Q3: 11,385 shares; 2025Q4: 25,233 shares 25,233 $3.22M 0.07% +13,848 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,320 shares; 2024Q4: 101,655 shares; 2025Q1: 141,202 shares; 2025Q2: 176,181 shares; 2025Q3: 194,623 shares; 2025Q4: 99,291 shares 99,291 $3.21M 0.07% -95,332 Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,420 shares; 2024Q4: 69,535 shares; 2025Q1: 68,817 shares; 2025Q2: 167,907 shares; 2025Q3: 164,098 shares; 2025Q4: 129,306 shares 129,306 $3.2M 0.06% -34,792 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 8,739 shares; 2025Q1: 9,681 shares; 2025Q2: 9,246 shares; 2025Q3: 9,213 shares; 2025Q4: 58,999 shares 58,999 $3.18M 0.06% +49,786 Timeline MGOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,290 shares; 2024Q4: 75,141 shares; 2025Q1: 72,914 shares; 2025Q2: 80,339 shares; 2025Q3: 127,951 shares; 2025Q4: 154,185 shares 154,185 $3.16M 0.06% +26,234 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,354 shares; 2025Q1: 1,667 shares; 2025Q2: 2,706 shares; 2025Q3: 22,213 shares; 2025Q4: 25,227 shares 25,227 $3.13M 0.06% +3,014 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,709 shares; 2024Q4: 29,932 shares; 2025Q1: 31,429 shares; 2025Q2: 32,188 shares; 2025Q3: 32,558 shares; 2025Q4: 33,009 shares 33,009 $3.11M 0.06% +451 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 1,756 shares; 2025Q1: 1,537 shares; 2025Q2: 1,441 shares; 2025Q3: 1,012 shares; 2025Q4: 9,959 shares 9,959 $3.11M 0.06% +8,947 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,595 shares; 2025Q1: 14,595 shares; 2025Q2: 14,616 shares; 2025Q3: 15,992 shares; 2025Q4: 29,375 shares 29,375 $3.1M 0.06% +13,383 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,085 shares; 2024Q4: 52,824 shares; 2025Q1: 38,865 shares; 2025Q2: 47,735 shares; 2025Q3: 40,862 shares; 2025Q4: 72,271 shares 72,271 $3.09M 0.06% +31,409 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 23,962 shares; 2025Q1: 24,199 shares; 2025Q2: 22,807 shares; 2025Q3: 25,008 shares; 2025Q4: 24,339 shares 24,339 $3.08M 0.06% -669 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,428 shares; 2024Q4: 50,540 shares; 2025Q1: 56,734 shares; 2025Q2: 56,284 shares; 2025Q3: 57,116 shares; 2025Q4: 53,184 shares 53,184 $3.07M 0.06% -3,932 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,319 shares; 2024Q4: 84,608 shares; 2025Q1: 94,020 shares; 2025Q2: 135,608 shares; 2025Q3: 156,663 shares; 2025Q4: 127,864 shares 127,864 $3.06M 0.06% -28,799 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,678 shares; 2024Q4: 381,920 shares; 2025Q1: 319,305 shares; 2025Q2: 285,123 shares; 2025Q3: 279,929 shares; 2025Q4: 125,564 shares 125,564 $3.06M 0.06% -154,365 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,638 shares; 2024Q4: 152,155 shares; 2025Q1: 143,947 shares; 2025Q2: 123,662 shares; 2025Q3: 134,384 shares; 2025Q4: 130,298 shares 130,298 $3.05M 0.06% -4,086 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,985 shares; 2024Q4: 49,491 shares; 2025Q1: 48,416 shares; 2025Q2: 39,971 shares; 2025Q3: 40,394 shares; 2025Q4: 39,527 shares 39,527 $3.04M 0.06% -867 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,721 shares; 2025Q2: 138,582 shares; 2025Q3: 137,840 shares; 2025Q4: 119,765 shares 119,765 $3.04M 0.06% -18,075 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,467 shares; 2024Q4: 299,782 shares; 2025Q1: 279,535 shares; 2025Q2: 252,649 shares; 2025Q3: 83,279 shares; 2025Q4: 68,556 shares 68,556 $3.04M 0.06% -14,723 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,335 shares; 2024Q4: 21,230 shares; 2025Q1: 21,154 shares; 2025Q2: 21,265 shares; 2025Q3: 21,618 shares; 2025Q4: 35,900 shares 35,900 $3.03M 0.06% +14,282 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 7,386 shares; 2025Q1: 8,069 shares; 2025Q2: 9,777 shares; 2025Q3: 14,476 shares; 2025Q4: 9,897 shares 9,897 $3.03M 0.06% -4,579 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,334 shares; 2024Q4: 65,966 shares; 2025Q1: 26,427 shares; 2025Q2: 41,053 shares; 2025Q3: 43,985 shares; 2025Q4: 42,412 shares 42,412 $3.03M 0.06% -1,573 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,643 shares; 2024Q4: 16,866 shares; 2025Q1: 22,401 shares; 2025Q2: 24,107 shares; 2025Q3: 24,892 shares; 2025Q4: 29,219 shares 29,219 $3.03M 0.06% +4,327 Timeline XAPR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 9,717 shares; 2025Q3: 42,307 shares; 2025Q4: 82,914 shares 82,914 $3.02M 0.06% +40,607 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,890 shares; 2024Q4: 100,117 shares; 2025Q1: 91,026 shares; 2025Q2: 104,497 shares; 2025Q3: 115,141 shares; 2025Q4: 125,297 shares 125,297 $3.01M 0.06% +10,156 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 21,969 shares; 2025Q1: 32,786 shares; 2025Q2: 34,773 shares; 2025Q3: 39,717 shares; 2025Q4: 32,730 shares 32,730 $2.99M 0.06% -6,987 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,581 shares; 2025Q3: 76,206 shares; 2025Q4: 77,333 shares 77,333 $2.98M 0.06% +1,127 Timeline QDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,697 shares; 2024Q4: 100,143 shares; 2025Q1: 101,734 shares; 2025Q2: 93,023 shares; 2025Q3: 89,262 shares; 2025Q4: 91,419 shares 91,419 $2.97M 0.06% +2,157 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,071 shares; 2024Q4: 44,379 shares; 2025Q1: 44,146 shares; 2025Q2: 45,705 shares; 2025Q3: 49,157 shares; 2025Q4: 51,254 shares 51,254 $2.97M 0.06% +2,097 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,829 shares; 2024Q4: 28,650 shares; 2025Q1: 28,749 shares; 2025Q2: 30,171 shares; 2025Q3: 30,179 shares; 2025Q4: 31,821 shares 31,821 $2.97M 0.06% +1,642 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,737 shares; 2024Q4: 54,260 shares; 2025Q1: 52,345 shares; 2025Q2: 50,008 shares; 2025Q3: 3,799 shares; 2025Q4: 24,608 shares 24,608 $2.94M 0.06% +20,809 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 39,910 shares; 2025Q3: 41,902 shares; 2025Q4: 43,750 shares 43,750 $2.91M 0.06% +1,848 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 32,344 shares; 2025Q1: 35,549 shares; 2025Q2: 45,167 shares; 2025Q3: 44,984 shares; 2025Q4: 44,543 shares 44,543 $2.9M 0.06% -441 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 24,417 shares; 2025Q2: 31,072 shares; 2025Q3: 34,151 shares; 2025Q4: 34,308 shares 34,308 $2.89M 0.06% +157 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,601 shares; 2024Q4: 30,601 shares; 2025Q1: 30,601 shares; 2025Q2: 30,601 shares; 2025Q3: 30,601 shares; 2025Q4: 30,601 shares 30,601 $2.89M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 1,106 shares; 2025Q3: 1,130 shares; 2025Q4: 5,220 shares 5,220 $2.89M 0.06% +4,090 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 6,819 shares; 2025Q1: 7,857 shares; 2025Q2: 8,632 shares; 2025Q3: 14,547 shares; 2025Q4: 9,271 shares 9,271 $2.86M 0.06% -5,276 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,172 shares; 2025Q1: 4,482 shares; 2025Q2: 4,376 shares; 2025Q3: 4,570 shares; 2025Q4: 5,883 shares 5,883 $2.85M 0.06% +1,313 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 7,112 shares; 2025Q1: 7,571 shares; 2025Q2: 8,661 shares; 2025Q3: 8,811 shares; 2025Q4: 9,980 shares 9,980 $2.79M 0.06% +1,169 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 20,918 shares; 2025Q1: 20,909 shares; 2025Q2: 184,668 shares; 2025Q3: 88,525 shares; 2025Q4: 71,140 shares 71,140 $2.78M 0.06% -17,385 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,906 shares; 2024Q4: 13,350 shares; 2025Q1: 9,799 shares; 2025Q2: 14,037 shares; 2025Q3: 27,457 shares; 2025Q4: 28,346 shares 28,346 $2.72M 0.06% +889 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,500 shares; 2024Q4: 407,183 shares; 2025Q1: 430,178 shares; 2025Q2: 436,295 shares; 2025Q3: 440,163 shares; 2025Q4: 423,953 shares 423,953 $2.67M 0.05% -16,210 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 12,584 shares; 2025Q1: 11,108 shares; 2025Q2: 12,189 shares; 2025Q3: 11,691 shares; 2025Q4: 9,890 shares 9,890 $2.66M 0.05% -1,801 Timeline DIVI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,165 shares; 2024Q4: 96,290 shares; 2025Q1: 107,126 shares; 2025Q2: 54,281 shares; 2025Q3: 58,604 shares; 2025Q4: 68,014 shares 68,014 $2.65M 0.05% +9,410 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 94,913 shares; 2025Q4: 107,399 shares 107,399 $2.64M 0.05% +12,486 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 13,768 shares; 2025Q1: 15,588 shares; 2025Q2: 18,874 shares; 2025Q3: 17,382 shares; 2025Q4: 18,605 shares 18,605 $2.62M 0.05% +1,223 Timeline QJUN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,410 shares; 2024Q4: 104,802 shares; 2025Q1: 95,807 shares; 2025Q2: 89,190 shares; 2025Q3: 86,317 shares; 2025Q4: 82,275 shares 82,275 $2.62M 0.05% -4,042 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,118 shares; 2025Q4: 97,817 shares 97,817 $2.62M 0.05% +18,699 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,615 shares; 2024Q4: 160,533 shares; 2025Q1: 125,608 shares; 2025Q2: 124,275 shares; 2025Q3: 102,265 shares; 2025Q4: 109,972 shares 109,972 $2.6M 0.05% +7,707 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,558 shares; 2024Q4: 85,115 shares; 2025Q1: 85,158 shares; 2025Q2: 119,704 shares; 2025Q3: 124,428 shares; 2025Q4: 129,942 shares 129,942 $2.58M 0.05% +5,514 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 442 shares; 2025Q3: 535 shares; 2025Q4: 60,899 shares 60,899 $2.55M 0.05% +60,364 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,443 shares; 2024Q4: 144,812 shares; 2025Q1: 163,145 shares; 2025Q2: 155,443 shares; 2025Q3: 152,305 shares; 2025Q4: 145,765 shares 145,765 $2.55M 0.05% -6,540 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,691 shares; 2024Q4: 56,559 shares; 2025Q1: 50,065 shares; 2025Q2: 47,131 shares; 2025Q3: 44,403 shares; 2025Q4: 44,394 shares 44,394 $2.53M 0.05% -9 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,941 shares; 2024Q4: 39,485 shares; 2025Q1: 39,536 shares; 2025Q2: 40,142 shares; 2025Q3: 43,889 shares; 2025Q4: 44,516 shares 44,516 $2.52M 0.05% +627 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 44,297 shares; 2025Q1: 43,717 shares; 2025Q2: 17,753 shares; 2025Q3: 18,545 shares; 2025Q4: 18,158 shares 18,158 $2.51M 0.05% -387 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,440 shares; 2024Q4: 49,740 shares; 2025Q1: 49,458 shares; 2025Q2: 74,242 shares; 2025Q3: 63,907 shares; 2025Q4: 63,859 shares 63,859 $2.51M 0.05% -48 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,711 shares; 2024Q4: 190,407 shares; 2025Q1: 228,731 shares; 2025Q2: 231,886 shares; 2025Q3: 237,170 shares; 2025Q4: 239,497 shares 239,497 $2.51M 0.05% +2,327 Timeline XMLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,715 shares; 2024Q4: 32,194 shares; 2025Q1: 32,696 shares; 2025Q2: 33,061 shares; 2025Q3: 31,791 shares; 2025Q4: 40,156 shares 40,156 $2.5M 0.05% +8,365 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,507 shares; 2024Q4: 52,323 shares; 2025Q1: 53,594 shares; 2025Q2: 55,620 shares; 2025Q3: 57,036 shares; 2025Q4: 56,669 shares 56,669 $2.5M 0.05% -367 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 25,839 shares; 2025Q1: 30,501 shares; 2025Q2: 45,522 shares; 2025Q3: 63,748 shares; 2025Q4: 66,017 shares 66,017 $2.5M 0.05% +2,269 Timeline VTEB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,374 shares; 2024Q4: 44,403 shares; 2025Q1: 40,233 shares; 2025Q2: 45,537 shares; 2025Q3: 52,599 shares; 2025Q4: 49,527 shares 49,527 $2.49M 0.05% -3,072 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,431 shares; 2025Q1: 6,473 shares; 2025Q2: 6,539 shares; 2025Q3: 6,507 shares; 2025Q4: 7,079 shares 7,079 $2.49M 0.05% +572 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 18,234 shares; 2025Q1: 17,981 shares; 2025Q2: 18,382 shares; 2025Q3: 18,016 shares; 2025Q4: 20,422 shares 20,422 $2.48M 0.05% +2,406 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,546 shares; 2024Q4: 38,749 shares; 2025Q1: 36,371 shares; 2025Q2: 35,610 shares; 2025Q3: 53,018 shares; 2025Q4: 53,561 shares 53,561 $2.45M 0.05% +543 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,599 shares; 2024Q4: 27,041 shares; 2025Q1: 27,412 shares; 2025Q2: 27,898 shares; 2025Q3: 29,016 shares; 2025Q4: 30,182 shares 30,182 $2.45M 0.05% +1,166 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 100 shares; 2025Q1: 23,303 shares; 2025Q2: 23,724 shares; 2025Q3: 24,825 shares; 2025Q4: 29,113 shares 29,113 $2.44M 0.05% +4,288 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,033 shares; 2024Q4: 62,692 shares; 2025Q1: 66,347 shares; 2025Q2: 66,579 shares; 2025Q3: 77,693 shares; 2025Q4: 97,829 shares 97,829 $2.44M 0.05% +20,136 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 16,958 shares; 2025Q1: 16,441 shares; 2025Q2: 14,734 shares; 2025Q3: 15,043 shares; 2025Q4: 15,005 shares 15,005 $2.42M 0.05% -38 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,187 shares; 2025Q1: 3,254 shares; 2025Q2: 1,387 shares; 2025Q3: 1,616 shares; 2025Q4: 14,312 shares 14,312 $2.4M 0.05% +12,696 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 769 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,491 shares 69,491 $2.4M 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,987 shares; 2025Q1: 7,373 shares; 2025Q2: 7,304 shares; 2025Q3: 7,156 shares; 2025Q4: 19,521 shares 19,521 $2.4M 0.05% +12,365 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,648 shares; 2024Q4: 23,499 shares; 2025Q1: 25,381 shares; 2025Q2: 25,741 shares; 2025Q3: 22,560 shares; 2025Q4: 23,122 shares 23,122 $2.4M 0.05% +562 Timeline QDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,011 shares; 2024Q4: 48,367 shares; 2025Q1: 53,443 shares; 2025Q2: 58,142 shares; 2025Q3: 63,433 shares; 2025Q4: 68,528 shares 68,528 $2.39M 0.05% +5,095 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,182 shares 89,182 $2.38M 0.05% new Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,982 shares; 2024Q4: 70,982 shares; 2025Q1: 39,637 shares; 2025Q2: 53,733 shares; 2025Q3: 56,042 shares; 2025Q4: 59,206 shares 59,206 $2.37M 0.05% +3,164 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 22,152 shares; 2025Q1: 21,309 shares; 2025Q2: 37,116 shares; 2025Q3: 45,252 shares; 2025Q4: 55,810 shares 55,810 $2.37M 0.05% +10,558 Timeline XJAN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 12,316 shares; 2025Q1: 74,307 shares; 2025Q2: 80,801 shares; 2025Q3: 73,629 shares; 2025Q4: 64,292 shares 64,292 $2.37M 0.05% -9,337 Timeline FNOV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,618 shares; 2024Q4: 37,042 shares; 2025Q1: 37,056 shares; 2025Q2: 38,247 shares; 2025Q3: 34,956 shares; 2025Q4: 43,158 shares 43,158 $2.37M 0.05% +8,202 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,207 shares; 2024Q4: 34,857 shares; 2025Q1: 56,366 shares; 2025Q2: 59,358 shares; 2025Q3: 59,024 shares; 2025Q4: 71,435 shares 71,435 $2.36M 0.05% +12,411 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 2,169 shares; 2025Q2: 26,306 shares; 2025Q3: 26,306 shares; 2025Q4: 86,854 shares 86,854 $2.34M 0.05% +60,548 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,572 shares; 2024Q4: 12,130 shares; 2025Q1: 11,880 shares; 2025Q2: 13,323 shares; 2025Q3: 10,892 shares; 2025Q4: 46,404 shares 46,404 $2.27M 0.05% +35,512 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,739 shares; 2024Q4: 70,570 shares; 2025Q1: 63,126 shares; 2025Q2: 67,290 shares; 2025Q3: 64,375 shares; 2025Q4: 65,305 shares 65,305 $2.27M 0.05% +930 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 35,278 shares; 2025Q2: 42,877 shares; 2025Q3: 52,255 shares; 2025Q4: 70,637 shares 70,637 $2.26M 0.05% +18,382 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,462 shares; 2025Q1: 5,038 shares; 2025Q2: 5,348 shares; 2025Q3: 59,853 shares; 2025Q4: 61,230 shares 61,230 $2.25M 0.05% +1,377 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,037 shares; 2024Q4: 92,277 shares; 2025Q1: 91,681 shares; 2025Q2: 90,592 shares; 2025Q3: 87,654 shares; 2025Q4: 96,766 shares 96,766 $2.25M 0.05% +9,112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,060 shares; 2025Q3: 1,039 shares; 2025Q4: 5,851 shares 5,851 $2.24M 0.05% +4,812 Timeline DMAY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,707 shares; 2024Q4: 49,586 shares; 2025Q1: 49,186 shares; 2025Q2: 52,659 shares; 2025Q3: 49,193 shares; 2025Q4: 49,497 shares 49,497 $2.24M 0.05% +304 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,420 shares; 2025Q1: 5,560 shares; 2025Q2: 5,808 shares; 2025Q3: 6,010 shares; 2025Q4: 6,014 shares 6,014 $2.23M 0.05% +4 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,525 shares; 2024Q4: 35,912 shares; 2025Q1: 30,827 shares; 2025Q2: 31,358 shares; 2025Q3: 36,398 shares; 2025Q4: 29,733 shares 29,733 $2.21M 0.04% -6,665 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,411 shares; 2024Q4: 45,965 shares; 2025Q1: 49,723 shares; 2025Q2: 50,277 shares; 2025Q3: 53,751 shares; 2025Q4: 58,728 shares 58,728 $2.2M 0.04% +4,977 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,867 shares; 2024Q4: 15,166 shares; 2025Q1: 15,491 shares; 2025Q2: 14,959 shares; 2025Q3: 17,607 shares; 2025Q4: 21,840 shares 21,840 $2.2M 0.04% +4,233 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,240 shares; 2024Q4: 21,448 shares; 2025Q1: 22,192 shares; 2025Q2: 33,774 shares; 2025Q3: 33,465 shares; 2025Q4: 32,751 shares 32,751 $2.2M 0.04% -714 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 8,590 shares; 2025Q3: 8,628 shares; 2025Q4: 8,628 shares 8,628 $2.2M 0.04% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,255 shares; 2024Q4: 47,737 shares; 2025Q1: 41,772 shares; 2025Q2: 42,056 shares; 2025Q3: 44,311 shares; 2025Q4: 49,641 shares 49,641 $2.2M 0.04% +5,330 Timeline GWX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,989 shares; 2024Q4: 52,195 shares; 2025Q1: 51,960 shares; 2025Q2: 51,238 shares; 2025Q3: 53,322 shares; 2025Q4: 53,770 shares 53,770 $2.2M 0.04% +448 Timeline HYLS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,288 shares; 2024Q4: 54,931 shares; 2025Q1: 52,806 shares; 2025Q2: 47,704 shares; 2025Q3: 50,668 shares; 2025Q4: 52,416 shares 52,416 $2.19M 0.04% +1,748 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,388 shares; 2025Q2: 1,274 shares; 2025Q3: 1,309 shares; 2025Q4: 21,222 shares 21,222 $2.18M 0.04% +19,913 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 97,825 shares; 2025Q1: 99,735 shares; 2025Q2: 309,329 shares; 2025Q3: 55,426 shares; 2025Q4: 50,123 shares 50,123 $2.17M 0.04% -5,303 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 7,587 shares; 2025Q1: 18,182 shares; 2025Q2: 18,437 shares; 2025Q3: 28,037 shares; 2025Q4: 33,821 shares 33,821 $2.17M 0.04% +5,784 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,652 shares; 2025Q1: 4,272 shares; 2025Q2: 4,482 shares; 2025Q3: 4,515 shares; 2025Q4: 14,080 shares 14,080 $2.16M 0.04% +9,565 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,061 shares; 2025Q1: 13,200 shares; 2025Q2: 19,554 shares; 2025Q3: 34,311 shares; 2025Q4: 36,346 shares 36,346 $2.15M 0.04% +2,035 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,397 shares; 2024Q4: 13,944 shares; 2025Q1: 13,957 shares; 2025Q2: 21,897 shares; 2025Q3: 51,808 shares; 2025Q4: 54,511 shares 54,511 $2.15M 0.04% +2,703 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 9,536 shares; 2025Q1: 13,766 shares; 2025Q2: 29,108 shares; 2025Q3: 30,841 shares; 2025Q4: 29,151 shares 29,151 $2.14M 0.04% -1,690 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 22,415 shares; 2025Q1: 21,251 shares; 2025Q2: 21,556 shares; 2025Q3: 21,384 shares; 2025Q4: 22,744 shares 22,744 $2.14M 0.04% +1,360 Timeline FDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,819 shares; 2024Q4: 32,689 shares; 2025Q1: 31,665 shares; 2025Q2: 35,937 shares; 2025Q3: 33,741 shares; 2025Q4: 41,831 shares 41,831 $2.14M 0.04% +8,090 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,523 shares; 2024Q4: 120,632 shares; 2025Q1: 149,978 shares; 2025Q2: 151,956 shares; 2025Q3: 160,940 shares; 2025Q4: 129,697 shares 129,697 $2.14M 0.04% -31,243 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,978 shares; 2024Q4: 22,442 shares; 2025Q1: 21,512 shares; 2025Q2: 17,516 shares; 2025Q3: 18,505 shares; 2025Q4: 18,430 shares 18,430 $2.1M 0.04% -75 Timeline SDVD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,691 shares; 2024Q4: 69,444 shares; 2025Q1: 79,202 shares; 2025Q2: 86,838 shares; 2025Q3: 94,694 shares; 2025Q4: 97,029 shares 97,029 $2.08M 0.04% +2,335 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,439 shares; 2025Q1: 8,646 shares; 2025Q2: 8,292 shares; 2025Q3: 8,311 shares; 2025Q4: 8,599 shares 8,599 $2.07M 0.04% +288 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 524 shares; 2025Q4: 70,259 shares 70,259 $2.07M 0.04% +69,735 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,940 shares; 2024Q4: 26,844 shares; 2025Q1: 26,745 shares; 2025Q2: 27,901 shares; 2025Q3: 27,845 shares; 2025Q4: 27,894 shares 27,894 $2.07M 0.04% +49 Timeline MFLX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,194 shares; 2024Q4: 115,174 shares; 2025Q1: 107,301 shares; 2025Q2: 96,527 shares; 2025Q3: 120,919 shares; 2025Q4: 121,659 shares 121,659 $2.07M 0.04% +740 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 20,515 shares; 2025Q1: 25,963 shares; 2025Q2: 20,605 shares; 2025Q3: 22,281 shares; 2025Q4: 23,108 shares 23,108 $2.07M 0.04% +827 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,220 shares; 2024Q4: 164,521 shares; 2025Q1: 152,066 shares; 2025Q2: 148,556 shares; 2025Q3: 159,504 shares; 2025Q4: 157,398 shares 157,398 $2.07M 0.04% -2,106 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 9,119 shares; 2025Q1: 8,435 shares; 2025Q2: 8,799 shares; 2025Q3: 8,122 shares; 2025Q4: 8,222 shares 8,222 $2.06M 0.04% +100 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,512 shares; 2024Q4: 46,137 shares; 2025Q1: 43,277 shares; 2025Q2: 27,886 shares; 2025Q3: 62,436 shares; 2025Q4: 74,966 shares 74,966 $2.05M 0.04% +12,530 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,629 shares; 2025Q1: 6,500 shares; 2025Q2: 6,846 shares; 2025Q3: 7,505 shares; 2025Q4: 18,537 shares 18,537 $2.04M 0.04% +11,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 9,642 shares; 2025Q1: 10,359 shares; 2025Q2: 13,267 shares; 2025Q3: 13,179 shares; 2025Q4: 29,834 shares 29,834 $2.02M 0.04% +16,655 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,917 shares; 2025Q1: 20,267 shares; 2025Q2: 19,622 shares; 2025Q3: 19,551 shares; 2025Q4: 20,988 shares 20,988 $2.02M 0.04% +1,437 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,357 shares; 2025Q1: 5,269 shares; 2025Q2: 5,221 shares; 2025Q3: 5,267 shares; 2025Q4: 6,118 shares 6,118 $2M 0.04% +851 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 521 shares; 2025Q2: 13,240 shares; 2025Q3: 31,403 shares; 2025Q4: 75,756 shares 75,756 $2M 0.04% +44,353 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,112 shares; 2024Q4: 24,299 shares; 2025Q1: 27,773 shares; 2025Q2: 30,920 shares; 2025Q3: 39,949 shares; 2025Q4: 45,385 shares 45,385 $2M 0.04% +5,436 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,395 shares; 2024Q4: 74,015 shares; 2025Q1: 76,803 shares; 2025Q2: 84,876 shares; 2025Q3: 90,264 shares; 2025Q4: 90,077 shares 90,077 $2M 0.04% -187 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,943 shares; 2024Q4: 58,861 shares; 2025Q1: 66,191 shares; 2025Q2: 113,105 shares; 2025Q3: 48,160 shares; 2025Q4: 77,039 shares 77,039 $2M 0.04% +28,879 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,153 shares; 2024Q4: 19,326 shares; 2025Q1: 20,953 shares; 2025Q2: 21,410 shares; 2025Q3: 14,734 shares; 2025Q4: 16,377 shares 16,377 $1.99M 0.04% +1,643 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 16,742 shares; 2025Q1: 16,269 shares; 2025Q2: 17,302 shares; 2025Q3: 19,608 shares; 2025Q4: 22,515 shares 22,515 $1.99M 0.04% +2,907 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,311 shares; 2025Q3: 57,275 shares; 2025Q4: 73,735 shares 73,735 $1.98M 0.04% +16,460 Timeline RSPU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,717 shares; 2025Q1: 4,748 shares; 2025Q2: 4,588 shares; 2025Q3: 4,312 shares; 2025Q4: 26,341 shares 26,341 $1.97M 0.04% +22,029 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 35,327 shares; 2025Q1: 30,690 shares; 2025Q2: 47,397 shares; 2025Q3: 32,614 shares; 2025Q4: 74,322 shares 74,322 $1.97M 0.04% +41,708 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,054 shares; 2024Q4: 9,961 shares; 2025Q1: 11,397 shares; 2025Q2: 11,314 shares; 2025Q3: 11,654 shares; 2025Q4: 14,115 shares 14,115 $1.96M 0.04% +2,461 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 1,303 shares; 2025Q1: 45,588 shares; 2025Q2: 45,726 shares; 2025Q3: 34,466 shares; 2025Q4: 29,650 shares 29,650 $1.96M 0.04% -4,816 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,776 shares; 2025Q1: 70,480 shares; 2025Q2: 49,127 shares; 2025Q3: 82,675 shares; 2025Q4: 68,017 shares 68,017 $1.94M 0.04% -14,658 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,283 shares; 2025Q1: 4,363 shares; 2025Q2: 4,341 shares; 2025Q3: 4,452 shares; 2025Q4: 4,583 shares 4,583 $1.93M 0.04% +131 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 693 shares; 2025Q2: 643 shares; 2025Q3: 642 shares; 2025Q4: 1,801 shares 1,801 $1.93M 0.04% +1,159 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 12,410 shares; 2025Q1: 12,628 shares; 2025Q2: 13,913 shares; 2025Q3: 13,511 shares; 2025Q4: 12,016 shares 12,016 $1.93M 0.04% -1,495 Timeline XMAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,189 shares; 2024Q4: 100,062 shares; 2025Q1: 53,082 shares; 2025Q2: 57,743 shares; 2025Q3: 49,749 shares; 2025Q4: 47,834 shares 47,834 $1.91M 0.04% -1,915 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,082 shares; 2025Q1: 23,041 shares; 2025Q2: 25,298 shares; 2025Q3: 30,468 shares; 2025Q4: 32,496 shares 32,496 $1.91M 0.04% +2,028 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,928 shares; 2024Q4: 68,241 shares; 2025Q1: 64,189 shares; 2025Q2: 69,790 shares; 2025Q3: 58,830 shares; 2025Q4: 56,151 shares 56,151 $1.9M 0.04% -2,679 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,050 shares; 2025Q3: 3,077 shares; 2025Q4: 3,276 shares 3,276 $1.9M 0.04% +199 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,827 shares; 2024Q4: 13,575 shares; 2025Q1: 16,612 shares; 2025Q2: 29,776 shares; 2025Q3: 35,251 shares; 2025Q4: 23,131 shares 23,131 $1.89M 0.04% -12,120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,733 shares; 2024Q4: 43,913 shares; 2025Q1: 29,328 shares; 2025Q2: 26,165 shares; 2025Q3: 15,513 shares; 2025Q4: 48,384 shares 48,384 $1.89M 0.04% +32,871 Timeline XIDE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,354 shares; 2024Q4: 51,979 shares; 2025Q1: 55,731 shares; 2025Q2: 56,803 shares; 2025Q3: 60,940 shares; 2025Q4: 62,399 shares 62,399 $1.88M 0.04% +1,459 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 6,276 shares; 2025Q1: 5,815 shares; 2025Q2: 9,653 shares; 2025Q3: 10,430 shares; 2025Q4: 17,957 shares 17,957 $1.87M 0.04% +7,527 Timeline FXZ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,761 shares; 2024Q4: 21,466 shares; 2025Q1: 22,781 shares; 2025Q2: 23,852 shares; 2025Q3: 25,219 shares; 2025Q4: 28,820 shares 28,820 $1.87M 0.04% +3,601 Timeline XIJN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,324 shares; 2024Q4: 49,878 shares; 2025Q1: 53,220 shares; 2025Q2: 55,048 shares; 2025Q3: 58,563 shares; 2025Q4: 60,210 shares 60,210 $1.87M 0.04% +1,647 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,414 shares; 2024Q4: 41,356 shares; 2025Q1: 43,661 shares; 2025Q2: 49,609 shares; 2025Q3: 53,129 shares; 2025Q4: 60,062 shares 60,062 $1.86M 0.04% +6,933 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,099 shares; 2024Q4: 68,117 shares; 2025Q1: 70,580 shares; 2025Q2: 68,896 shares; 2025Q3: 68,714 shares; 2025Q4: 70,088 shares 70,088 $1.83M 0.04% +1,374 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,487 shares; 2024Q4: 29,230 shares; 2025Q1: 29,965 shares; 2025Q2: 29,330 shares; 2025Q3: 30,938 shares; 2025Q4: 33,320 shares 33,320 $1.83M 0.04% +2,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 8,728 shares; 2025Q1: 7,822 shares; 2025Q2: 6,972 shares; 2025Q3: 7,545 shares; 2025Q4: 23,115 shares 23,115 $1.83M 0.04% +15,570 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,337 shares; 2025Q2: 20,987 shares; 2025Q3: 19,645 shares; 2025Q4: 19,992 shares 19,992 $1.82M 0.04% +347 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 839 shares; 2025Q1: 838 shares; 2025Q2: 836 shares; 2025Q3: 848 shares; 2025Q4: 903 shares 903 $1.82M 0.04% +55 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,781 shares; 2024Q4: 62,122 shares; 2025Q1: 35,859 shares; 2025Q2: 35,890 shares; 2025Q3: 37,300 shares; 2025Q4: 78,574 shares 78,574 $1.81M 0.04% +41,274 Timeline EFAX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,239 shares; 2024Q4: 29,873 shares; 2025Q1: 33,688 shares; 2025Q2: 33,598 shares; 2025Q3: 31,704 shares; 2025Q4: 35,674 shares 35,674 $1.8M 0.04% +3,970 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,598 shares; 2024Q4: 35,446 shares; 2025Q1: 36,248 shares; 2025Q2: 78,865 shares; 2025Q3: 57,379 shares; 2025Q4: 69,634 shares 69,634 $1.79M 0.04% +12,255 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,855 shares; 2025Q1: 6,237 shares; 2025Q2: 4,637 shares; 2025Q3: 4,637 shares; 2025Q4: 49,529 shares 49,529 $1.79M 0.04% +44,892 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,067 shares; 2024Q4: 29,302 shares; 2025Q1: 30,284 shares; 2025Q2: 29,392 shares; 2025Q3: 32,947 shares; 2025Q4: 32,945 shares 32,945 $1.78M 0.04% -2 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,453 shares; 2025Q1: 9,298 shares; 2025Q2: 9,329 shares; 2025Q3: 9,320 shares; 2025Q4: 7,635 shares 7,635 $1.77M 0.04% -1,685 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,412 shares; 2024Q4: 25,456 shares; 2025Q1: 26,846 shares; 2025Q2: 32,674 shares; 2025Q3: 34,198 shares; 2025Q4: 34,082 shares 34,082 $1.76M 0.04% -116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,190 shares; 2025Q1: 1,196 shares; 2025Q2: 1,625 shares; 2025Q3: 1,214 shares; 2025Q4: 6,061 shares 6,061 $1.76M 0.04% +4,847 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 7,256 shares; 2025Q1: 65,892 shares; 2025Q2: 64,073 shares; 2025Q3: 62,341 shares; 2025Q4: 62,446 shares 62,446 $1.75M 0.04% +105 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 579 shares; 2025Q1: 14,717 shares; 2025Q2: 15,881 shares; 2025Q3: 17,791 shares; 2025Q4: 18,783 shares 18,783 $1.75M 0.04% +992 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,685 shares; 2024Q4: 5,209 shares; 2025Q1: 4,857 shares; 2025Q2: 4,712 shares; 2025Q3: 5,282 shares; 2025Q4: 9,440 shares 9,440 $1.72M 0.03% +4,158 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 20,766 shares; 2025Q1: 28,872 shares; 2025Q2: 34,746 shares; 2025Q3: 34,381 shares; 2025Q4: 29,028 shares 29,028 $1.71M 0.03% -5,353 Timeline FNX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,072 shares; 2024Q4: 10,886 shares; 2025Q1: 11,951 shares; 2025Q2: 12,684 shares; 2025Q3: 13,165 shares; 2025Q4: 13,515 shares 13,515 $1.7M 0.03% +350 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,558 shares; 2025Q1: 6,394 shares; 2025Q2: 4,892 shares; 2025Q3: 7,597 shares; 2025Q4: 7,835 shares 7,835 $1.7M 0.03% +238 Timeline TCHP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,171 shares; 2024Q4: 36,177 shares; 2025Q1: 34,706 shares; 2025Q2: 35,177 shares; 2025Q3: 35,772 shares; 2025Q4: 34,030 shares 34,030 $1.7M 0.03% -1,742 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 7,973 shares; 2025Q1: 8,015 shares; 2025Q2: 8,224 shares; 2025Q3: 7,446 shares; 2025Q4: 8,027 shares 8,027 $1.7M 0.03% +581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares; 2025Q2: 21,010 shares; 2025Q3: 37,901 shares; 2025Q4: 58,572 shares 58,572 $1.69M 0.03% +20,671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,534 shares; 2024Q4: 26,052 shares; 2025Q1: 24,552 shares; 2025Q2: 24,294 shares; 2025Q3: 24,144 shares; 2025Q4: 64,421 shares 64,421 $1.69M 0.03% +40,277 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,848 shares; 2025Q1: 5,494 shares; 2025Q2: 6,193 shares; 2025Q3: 31,389 shares; 2025Q4: 31,088 shares 31,088 $1.67M 0.03% -301 Timeline DJUN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,270 shares; 2024Q4: 37,558 shares; 2025Q1: 35,087 shares; 2025Q2: 36,392 shares; 2025Q3: 36,392 shares; 2025Q4: 35,283 shares 35,283 $1.67M 0.03% -1,109 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,890 shares; 2025Q2: 60,093 shares; 2025Q3: 59,999 shares; 2025Q4: 59,566 shares 59,566 $1.67M 0.03% -433 Timeline GLRY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 12,462 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 3,568 shares; 2025Q4: 46,596 shares 46,596 $1.67M 0.03% +43,028 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 15,730 shares; 2025Q3: 32,505 shares; 2025Q4: 63,870 shares 63,870 $1.67M 0.03% +31,365 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 26,906 shares; 2025Q1: 53,077 shares; 2025Q2: 67,984 shares; 2025Q3: 32,240 shares; 2025Q4: 29,914 shares 29,914 $1.66M 0.03% -2,326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,833 shares; 2025Q1: 3,010 shares; 2025Q2: 2,990 shares; 2025Q3: 3,338 shares; 2025Q4: 9,579 shares 9,579 $1.66M 0.03% +6,241 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,962 shares; 2024Q4: 10,800 shares; 2025Q1: 12,475 shares; 2025Q2: 29,919 shares; 2025Q3: 34,760 shares; 2025Q4: 32,614 shares 32,614 $1.66M 0.03% -2,146 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 22,690 shares; 2025Q1: 22,709 shares; 2025Q2: 22,213 shares; 2025Q3: 24,133 shares; 2025Q4: 22,475 shares 22,475 $1.66M 0.03% -1,658 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 56,002 shares; 2025Q1: 56,509 shares; 2025Q2: 84,320 shares; 2025Q3: 44,208 shares; 2025Q4: 48,876 shares 48,876 $1.66M 0.03% +4,668 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,440 shares; 2025Q2: 32,624 shares; 2025Q3: 38,020 shares; 2025Q4: 35,383 shares 35,383 $1.64M 0.03% -2,637 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 2,274 shares; 2025Q1: 3,742 shares; 2025Q2: 8,991 shares; 2025Q3: 13,663 shares; 2025Q4: 15,013 shares 15,013 $1.63M 0.03% +1,350 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,252 shares; 2024Q4: 28,599 shares; 2025Q1: 36,115 shares; 2025Q2: 35,388 shares; 2025Q3: 34,200 shares; 2025Q4: 38,905 shares 38,905 $1.62M 0.03% +4,705 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 1,009 shares; 2025Q1: 1,039 shares; 2025Q2: 1,131 shares; 2025Q3: 1,209 shares; 2025Q4: 7,950 shares 7,950 $1.61M 0.03% +6,741 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 9,325 shares; 2025Q1: 9,632 shares; 2025Q2: 8,697 shares; 2025Q3: 9,606 shares; 2025Q4: 9,369 shares 9,369 $1.6M 0.03% -237 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,383 shares; 2025Q1: 21,248 shares; 2025Q2: 21,953 shares; 2025Q3: 48,657 shares; 2025Q4: 62,155 shares 62,155 $1.58M 0.03% +13,498 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,600 shares; 2024Q4: 30,098 shares; 2025Q1: 33,215 shares; 2025Q2: 32,521 shares; 2025Q3: 30,348 shares; 2025Q4: 33,965 shares 33,965 $1.58M 0.03% +3,617 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 13,230 shares; 2025Q2: 15,061 shares; 2025Q3: 162 shares; 2025Q4: 59,412 shares 59,412 $1.58M 0.03% +59,250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 41,086 shares; 2025Q1: 24,957 shares; 2025Q2: 24,156 shares; 2025Q3: 13,948 shares; 2025Q4: 46,085 shares 46,085 $1.56M 0.03% +32,137 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 340 shares; 2025Q2: 1,077 shares; 2025Q3: 2,358 shares; 2025Q4: 15,989 shares 15,989 $1.56M 0.03% +13,631 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,397 shares; 2024Q4: 37,437 shares; 2025Q1: 37,437 shares; 2025Q2: 36,665 shares; 2025Q3: 36,772 shares; 2025Q4: 34,392 shares 34,392 $1.54M 0.03% -2,380 Timeline SCIO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 7,867 shares; 2025Q3: 7,867 shares; 2025Q4: 74,203 shares 74,203 $1.54M 0.03% +66,336 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,699 shares; 2024Q4: 23,206 shares; 2025Q1: 11,793 shares; 2025Q2: 12,442 shares; 2025Q3: 43,006 shares; 2025Q4: 44,286 shares 44,286 $1.54M 0.03% +1,280 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 8,297 shares; 2025Q1: 8,301 shares; 2025Q2: 8,414 shares; 2025Q3: 9,712 shares; 2025Q4: 10,916 shares 10,916 $1.54M 0.03% +1,204 Timeline JMBS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,967 shares; 2025Q1: 10,834 shares; 2025Q2: 19,787 shares; 2025Q3: 26,258 shares; 2025Q4: 33,659 shares 33,659 $1.54M 0.03% +7,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,019 shares; 2025Q1: 17,227 shares; 2025Q2: 17,227 shares; 2025Q3: 14,190 shares; 2025Q4: 57,206 shares 57,206 $1.54M 0.03% +43,016 Timeline QMAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,751 shares; 2024Q4: 52,777 shares; 2025Q1: 52,611 shares; 2025Q2: 50,455 shares; 2025Q3: 46,727 shares; 2025Q4: 46,459 shares 46,459 $1.53M 0.03% -268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 11,104 shares; 2025Q1: 18,884 shares; 2025Q2: 10,782 shares; 2025Q3: 36,333 shares; 2025Q4: 50,153 shares 50,153 $1.53M 0.03% +13,820 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,544 shares; 2025Q1: 3,741 shares; 2025Q2: 3,810 shares; 2025Q3: 3,880 shares; 2025Q4: 13,425 shares 13,425 $1.53M 0.03% +9,545 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 27,494 shares; 2025Q1: 26,576 shares; 2025Q2: 26,298 shares; 2025Q3: 25,572 shares; 2025Q4: 24,207 shares 24,207 $1.52M 0.03% -1,365 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 21,052 shares; 2025Q1: 21,726 shares; 2025Q2: 29,343 shares; 2025Q3: 50,002 shares; 2025Q4: 38,892 shares 38,892 $1.52M 0.03% -11,110 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 13,994 shares; 2025Q1: 12,015 shares; 2025Q2: 11,616 shares; 2025Q3: 11,746 shares; 2025Q4: 11,076 shares 11,076 $1.51M 0.03% -670 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,956 shares; 2024Q4: 25,812 shares; 2025Q1: 24,072 shares; 2025Q2: 31,011 shares; 2025Q3: 34,273 shares; 2025Q4: 36,288 shares 36,288 $1.5M 0.03% +2,015 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 725 shares; 2025Q1: 563 shares; 2025Q2: 3,907 shares; 2025Q3: 15,599 shares; 2025Q4: 14,438 shares 14,438 $1.49M 0.03% -1,161 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 30,512 shares; 2025Q1: 31,501 shares; 2025Q2: 37,754 shares; 2025Q3: 28,855 shares; 2025Q4: 28,707 shares 28,707 $1.49M 0.03% -148 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,601 shares; 2024Q4: 12,624 shares; 2025Q1: 12,318 shares; 2025Q2: 12,199 shares; 2025Q3: 29,566 shares; 2025Q4: 28,735 shares 28,735 $1.47M 0.03% -831 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,753 shares; 2025Q3: 29,261 shares; 2025Q4: 31,531 shares 31,531 $1.46M 0.03% +2,270 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,334 shares; 2024Q4: 18,238 shares; 2025Q1: 16,919 shares; 2025Q2: 20,076 shares; 2025Q3: 25,674 shares; 2025Q4: 27,653 shares 27,653 $1.46M 0.03% +1,979 Timeline FEUZ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,351 shares; 2025Q4: 23,762 shares 23,762 $1.46M 0.03% -1,589 Timeline FXR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,246 shares; 2024Q4: 34,666 shares; 2025Q1: 45,396 shares; 2025Q2: 47,725 shares; 2025Q3: 19,291 shares; 2025Q4: 18,225 shares 18,225 $1.46M 0.03% -1,066 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 11,672 shares; 2025Q1: 11,478 shares; 2025Q2: 14,933 shares; 2025Q3: 15,611 shares; 2025Q4: 17,568 shares 17,568 $1.45M 0.03% +1,957 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,110 shares; 2024Q4: 21,805 shares; 2025Q1: 23,251 shares; 2025Q2: 23,609 shares; 2025Q3: 23,123 shares; 2025Q4: 15,236 shares 15,236 $1.45M 0.03% -7,887 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,683 shares; 2024Q4: 24,916 shares; 2025Q1: 26,793 shares; 2025Q2: 27,230 shares; 2025Q3: 28,111 shares; 2025Q4: 33,401 shares 33,401 $1.44M 0.03% +5,290 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,065 shares; 2024Q4: 24,799 shares; 2025Q1: 24,499 shares; 2025Q2: 22,778 shares; 2025Q3: 23,121 shares; 2025Q4: 22,190 shares 22,190 $1.44M 0.03% -931 Timeline QSPT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 6,878 shares; 2025Q1: 4,835 shares; 2025Q2: 4,735 shares; 2025Q3: 5,260 shares; 2025Q4: 45,480 shares 45,480 $1.44M 0.03% +40,220 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,455 shares; 2025Q1: 10,280 shares; 2025Q2: 41,105 shares; 2025Q3: 50,605 shares; 2025Q4: 50,605 shares 50,605 $1.44M 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,235 shares; 2025Q1: 9,163 shares; 2025Q2: 8,210 shares; 2025Q3: 8,387 shares; 2025Q4: 8,995 shares 8,995 $1.44M 0.03% +608 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 10,712 shares; 2025Q1: 10,270 shares; 2025Q2: 8,745 shares; 2025Q3: 8,243 shares; 2025Q4: 11,919 shares 11,919 $1.42M 0.03% +3,676 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,702 shares; 2025Q1: 4,716 shares; 2025Q2: 4,294 shares; 2025Q3: 4,710 shares; 2025Q4: 4,756 shares 4,756 $1.42M 0.03% +46 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,969 shares; 2024Q4: 20,230 shares; 2025Q1: 22,449 shares; 2025Q2: 20,321 shares; 2025Q3: 20,972 shares; 2025Q4: 22,276 shares 22,276 $1.42M 0.03% +1,304 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,383 shares; 2024Q4: 30,823 shares; 2025Q1: 29,165 shares; 2025Q2: 26,933 shares; 2025Q3: 27,824 shares; 2025Q4: 26,517 shares 26,517 $1.41M 0.03% -1,307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,522 shares; 2025Q2: 2,976 shares; 2025Q3: 1,685 shares; 2025Q4: 2,493 shares 2,493 $1.41M 0.03% +808 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,228 shares; 2024Q4: 10,318 shares; 2025Q1: 10,153 shares; 2025Q2: 9,752 shares; 2025Q3: 27,867 shares; 2025Q4: 26,639 shares 26,639 $1.41M 0.03% -1,228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,790 shares; 2024Q4: 26,666 shares; 2025Q1: 19,823 shares; 2025Q2: 22,729 shares; 2025Q3: 21,094 shares; 2025Q4: 13,879 shares 13,879 $1.41M 0.03% -7,215 Timeline PEXL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,153 shares; 2024Q4: 54,653 shares; 2025Q1: 23,166 shares; 2025Q2: 24,148 shares; 2025Q3: 24,430 shares; 2025Q4: 23,034 shares 23,034 $1.4M 0.03% -1,396 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,070 shares; 2024Q4: 28,659 shares; 2025Q1: 35,959 shares; 2025Q2: 43,913 shares; 2025Q3: 46,429 shares; 2025Q4: 53,465 shares 53,465 $1.39M 0.03% +7,036 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 346 shares; 2025Q1: 337 shares; 2025Q2: 363 shares; 2025Q3: 410 shares; 2025Q4: 2,098 shares 2,098 $1.39M 0.03% +1,688 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,141 shares; 2024Q4: 16,632 shares; 2025Q1: 16,459 shares; 2025Q2: 17,192 shares; 2025Q3: 16,239 shares; 2025Q4: 14,811 shares 14,811 $1.39M 0.03% -1,428 Timeline