VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,863 shares; 2024Q4: 323,755 shares; 2025Q1: 355,407 shares; 2025Q2: 413,827 shares; 2025Q3: 433,406 shares; 2025Q4: 462,287 shares; 2026Q1: 395,174 shares 395,174 $236M 3.64% -67,113 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,325 shares; 2024Q4: 244,139 shares; 2025Q1: 237,684 shares; 2025Q2: 261,408 shares; 2025Q3: 269,758 shares; 2025Q4: 275,544 shares; 2026Q1: 278,216 shares 278,216 $161M 2.48% +2,672 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,830,391 shares 3,830,391 $151M 2.33% +1,114,597 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,840 shares; 2024Q4: 282,390 shares; 2025Q1: 287,535 shares; 2025Q2: 277,485 shares; 2025Q3: 276,864 shares; 2025Q4: 270,999 shares; 2026Q1: 459,637 shares 459,637 $117M 1.8% +188,638 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 4,120,885 shares 4,120,885 $102M 1.58% +559,257 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 447,116 shares; 2025Q1: 508,207 shares; 2025Q2: 576,603 shares; 2025Q3: 611,025 shares; 2025Q4: 773,518 shares; 2026Q1: 1,147,859 shares 1,147,859 $92.5M 1.43% +374,341 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 2,616,292 shares 2,616,292 $88.4M 1.36% +134,350 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,257,653 shares 1,257,653 $84.9M 1.31% +3,416 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,479 shares; 2024Q4: 79,881 shares; 2025Q1: 80,294 shares; 2025Q2: 84,658 shares; 2025Q3: 86,100 shares; 2025Q4: 85,596 shares; 2026Q1: 123,462 shares 123,462 $80.6M 1.24% +37,866 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 3,217,996 shares 3,217,996 $71.9M 1.11% +398,433 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,350 shares; 2024Q4: 65,876 shares; 2025Q1: 62,654 shares; 2025Q2: 67,201 shares; 2025Q3: 80,893 shares; 2025Q4: 85,537 shares; 2026Q1: 97,226 shares 97,226 $63.2M 0.98% +11,689 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,708 shares; 2024Q4: 558,670 shares; 2025Q1: 573,676 shares; 2025Q2: 589,845 shares; 2025Q3: 666,609 shares; 2025Q4: 578,881 shares; 2026Q1: 887,227 shares 887,227 $60.6M 0.94% +308,346 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,437 shares; 2024Q4: 118,630 shares; 2025Q1: 103,432 shares; 2025Q2: 92,584 shares; 2025Q3: 90,733 shares; 2025Q4: 93,574 shares; 2026Q1: 532,813 shares 532,813 $60.3M 0.93% +439,239 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,965 shares; 2024Q4: 45,567 shares; 2025Q1: 52,663 shares; 2025Q2: 52,134 shares; 2025Q3: 39,383 shares; 2025Q4: 40,716 shares; 2026Q1: 282,613 shares 282,613 $59.7M 0.92% +241,897 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,925,473 shares 1,925,473 $59.1M 0.91% +312,441 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,945 shares; 2024Q4: 168,346 shares; 2025Q1: 679,776 shares; 2025Q2: 495,380 shares; 2025Q3: 902,145 shares; 2025Q4: 992,524 shares; 2026Q1: 2,774,373 shares 2,774,373 $58.2M 0.9% +1,781,849 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,989 shares; 2024Q4: 244,248 shares; 2025Q1: 248,484 shares; 2025Q2: 251,273 shares; 2025Q3: 257,752 shares; 2025Q4: 254,766 shares; 2026Q1: 330,491 shares 330,491 $57.6M 0.89% +75,725 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,498 shares; 2024Q4: 758,971 shares; 2025Q1: 681,939 shares; 2025Q2: 658,262 shares; 2025Q3: 672,771 shares; 2025Q4: 664,814 shares; 2026Q1: 741,576 shares 741,576 $56.8M 0.88% +76,762 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,468 shares; 2024Q4: 215,288 shares; 2025Q1: 224,870 shares; 2025Q2: 243,127 shares; 2025Q3: 247,207 shares; 2025Q4: 276,832 shares; 2026Q1: 387,261 shares 387,261 $55.9M 0.86% +110,429 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,794 shares; 2024Q4: 67,313 shares; 2025Q1: 68,407 shares; 2025Q2: 67,718 shares; 2025Q3: 71,161 shares; 2025Q4: 77,250 shares; 2026Q1: 121,335 shares 121,335 $53M 0.82% +44,085 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,386 shares; 2024Q4: 105,624 shares; 2025Q1: 96,413 shares; 2025Q2: 99,640 shares; 2025Q3: 105,372 shares; 2025Q4: 107,020 shares; 2026Q1: 160,840 shares 160,840 $51.6M 0.8% +53,820 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,414 shares; 2024Q4: 29,599 shares; 2025Q1: 8,556 shares; 2025Q2: 8,324 shares; 2025Q3: 9,775 shares; 2025Q4: 9,080 shares; 2026Q1: 1,274,663 shares 1,274,663 $49.7M 0.77% +1,265,583 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,178 shares; 2024Q4: 22,958 shares; 2025Q1: 24,764 shares; 2025Q2: 24,808 shares; 2025Q3: 25,424 shares; 2025Q4: 172,035 shares; 2026Q1: 228,025 shares 228,025 $49.6M 0.77% +55,990 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 432,628 shares; 2026Q1: 543,527 shares 543,527 $46.1M 0.71% +110,899 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,973 shares; 2024Q4: 418,621 shares; 2025Q1: 494,286 shares; 2025Q2: 559,204 shares; 2025Q3: 637,302 shares; 2025Q4: 752,076 shares; 2026Q1: 1,083,369 shares 1,083,369 $46.1M 0.71% +331,293 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,781,564 shares 1,781,564 $45.7M 0.7% +5,892 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,208 shares; 2024Q4: 66,415 shares; 2025Q1: 66,670 shares; 2025Q2: 65,734 shares; 2025Q3: 67,897 shares; 2025Q4: 79,795 shares; 2026Q1: 122,043 shares 122,043 $45.2M 0.7% +42,248 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,012 shares; 2024Q4: 351,235 shares; 2025Q1: 356,577 shares; 2025Q2: 368,123 shares; 2025Q3: 537,915 shares; 2025Q4: 588,781 shares; 2026Q1: 672,488 shares 672,488 $43.1M 0.66% +83,707 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622,696 shares; 2024Q4: 620,475 shares; 2025Q1: 603,096 shares; 2025Q2: 587,586 shares; 2025Q3: 592,960 shares; 2025Q4: 401,259 shares; 2026Q1: 439,702 shares 439,702 $40.8M 0.63% +38,443 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; 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; 2026Q1: 1,095,652 shares 1,095,652 $40.3M 0.62% +488,515 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,604 shares; 2024Q4: 55,666 shares; 2025Q1: 56,783 shares; 2025Q2: 56,682 shares; 2025Q3: 57,262 shares; 2025Q4: 58,766 shares; 2026Q1: 183,301 shares 183,301 $39.4M 0.61% +124,535 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,878 shares; 2024Q4: 125,882 shares; 2025Q1: 125,690 shares; 2025Q2: 118,927 shares; 2025Q3: 122,868 shares; 2025Q4: 137,912 shares; 2026Q1: 188,586 shares 188,586 $39.3M 0.61% +50,674 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120,492 shares; 2026Q1: 1,435,556 shares 1,435,556 $36.7M 0.57% +315,064 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,047 shares; 2024Q4: 331,522 shares; 2025Q1: 455,173 shares; 2025Q2: 469,605 shares; 2025Q3: 483,600 shares; 2025Q4: 528,903 shares; 2026Q1: 730,620 shares 730,620 $36.4M 0.56% +201,717 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,287 shares; 2024Q4: 389,188 shares; 2025Q1: 473,736 shares; 2025Q2: 506,074 shares; 2025Q3: 565,952 shares; 2025Q4: 651,832 shares; 2026Q1: 874,408 shares 874,408 $35.1M 0.54% +222,576 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,726 shares; 2024Q4: 421,099 shares; 2025Q1: 344,757 shares; 2025Q2: 367,659 shares; 2025Q3: 408,570 shares; 2025Q4: 441,646 shares; 2026Q1: 763,988 shares 763,988 $34.9M 0.54% +322,342 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,857 shares; 2024Q4: 270,602 shares; 2025Q1: 317,921 shares; 2025Q2: 436,456 shares; 2025Q3: 443,573 shares; 2025Q4: 611,516 shares; 2026Q1: 970,642 shares 970,642 $33.4M 0.52% +359,126 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,743 shares; 2025Q1: 2,379 shares; 2025Q2: 2,890 shares; 2025Q3: 122,503 shares; 2025Q4: 155,096 shares; 2026Q1: 606,253 shares 606,253 $32.6M 0.5% +451,157 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,451 shares; 2024Q4: 437,099 shares; 2025Q1: 485,870 shares; 2025Q2: 473,783 shares; 2025Q3: 470,654 shares; 2025Q4: 387,563 shares; 2026Q1: 486,043 shares 486,043 $30.4M 0.47% +98,480 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,890 shares; 2026Q1: 866,631 shares 866,631 $30.4M 0.47% +181,741 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,226 shares; 2024Q4: 56,672 shares; 2025Q1: 57,708 shares; 2025Q2: 61,339 shares; 2025Q3: 63,557 shares; 2025Q4: 65,278 shares; 2026Q1: 43,372 shares 43,372 $30.3M 0.47% -21,906 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,929 shares; 2024Q4: 152,471 shares; 2025Q1: 158,175 shares; 2025Q2: 179,730 shares; 2025Q3: 207,352 shares; 2025Q4: 217,797 shares; 2026Q1: 265,067 shares 265,067 $29.4M 0.45% +47,270 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,111 shares; 2024Q4: 62,073 shares; 2025Q1: 58,800 shares; 2025Q2: 61,398 shares; 2025Q3: 60,451 shares; 2025Q4: 59,620 shares; 2026Q1: 67,248 shares 67,248 $28.9M 0.45% +7,628 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 627 shares; 2025Q1: 716 shares; 2025Q2: 906 shares; 2025Q3: 1,778 shares; 2025Q4: 2,073 shares; 2026Q1: 469,267 shares 469,267 $28.8M 0.44% +467,194 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,880 shares; 2024Q4: 98,625 shares; 2025Q1: 102,443 shares; 2025Q2: 114,886 shares; 2025Q3: 214,388 shares; 2025Q4: 440,114 shares; 2026Q1: 588,144 shares 588,144 $28.3M 0.44% +148,030 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; 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; 2026Q1: 1,118,377 shares 1,118,377 $28.1M 0.43% +90,205 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,559 shares; 2025Q1: 6,442 shares; 2025Q2: 7,642 shares; 2025Q3: 8,023 shares; 2025Q4: 10,702 shares; 2026Q1: 37,468 shares 37,468 $26.5M 0.41% +26,766 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,436 shares; 2024Q4: 12,467 shares; 2025Q1: 12,784 shares; 2025Q2: 15,858 shares; 2025Q3: 18,527 shares; 2025Q4: 26,782 shares; 2026Q1: 27,501 shares 27,501 $25.3M 0.39% +719 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,393 shares; 2024Q4: 222,124 shares; 2025Q1: 223,673 shares; 2025Q2: 263,446 shares; 2025Q3: 246,883 shares; 2025Q4: 259,979 shares; 2026Q1: 314,652 shares 314,652 $24.3M 0.37% +54,673 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; 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; 2026Q1: 857,687 shares 857,687 $24M 0.37% +215,587 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,584 shares; 2024Q4: 463,566 shares; 2025Q1: 512,004 shares; 2025Q2: 564,819 shares; 2025Q3: 591,991 shares; 2025Q4: 628,440 shares; 2026Q1: 934,811 shares 934,811 $23.9M 0.37% +306,371 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,078 shares; 2024Q4: 69,313 shares; 2025Q1: 75,108 shares; 2025Q2: 78,686 shares; 2025Q3: 84,149 shares; 2025Q4: 90,095 shares; 2026Q1: 120,907 shares 120,907 $23.7M 0.37% +30,812 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764,215 shares; 2024Q4: 755,369 shares; 2025Q1: 679,536 shares; 2025Q2: 655,488 shares; 2025Q3: 652,783 shares; 2025Q4: 443,858 shares; 2026Q1: 495,155 shares 495,155 $23.3M 0.36% +51,297 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,040 shares; 2024Q4: 117,138 shares; 2025Q1: 132,266 shares; 2025Q2: 157,991 shares; 2025Q3: 147,568 shares; 2025Q4: 72,137 shares; 2026Q1: 234,392 shares 234,392 $23.3M 0.36% +162,255 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,224 shares; 2024Q4: 44,003 shares; 2025Q1: 50,290 shares; 2025Q2: 51,830 shares; 2025Q3: 82,678 shares; 2025Q4: 86,923 shares; 2026Q1: 119,109 shares 119,109 $22.9M 0.35% +32,186 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,833 shares; 2024Q4: 327,921 shares; 2025Q1: 350,861 shares; 2025Q2: 374,677 shares; 2025Q3: 356,897 shares; 2025Q4: 344,051 shares; 2026Q1: 445,083 shares 445,083 $22.6M 0.35% +101,032 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,513 shares; 2024Q4: 58,696 shares; 2025Q1: 60,402 shares; 2025Q2: 59,785 shares; 2025Q3: 58,624 shares; 2025Q4: 62,049 shares; 2026Q1: 131,293 shares 131,293 $22.3M 0.34% +69,244 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,618 shares; 2024Q4: 379,117 shares; 2025Q1: 436,496 shares; 2025Q2: 473,102 shares; 2025Q3: 384,931 shares; 2025Q4: 393,308 shares; 2026Q1: 438,563 shares 438,563 $22.2M 0.34% +45,255 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,145 shares; 2024Q4: 72,146 shares; 2025Q1: 106,575 shares; 2025Q2: 141,590 shares; 2025Q3: 191,015 shares; 2025Q4: 217,442 shares; 2026Q1: 217,399 shares 217,399 $21.9M 0.34% -43 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,252 shares; 2024Q4: 158,740 shares; 2025Q1: 144,511 shares; 2025Q2: 145,427 shares; 2025Q3: 146,187 shares; 2025Q4: 138,288 shares; 2026Q1: 142,839 shares 142,839 $20.7M 0.32% +4,551 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; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 278,302 shares; 2026Q1: 486,481 shares 486,481 $20.5M 0.32% +208,179 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,313 shares; 2024Q4: 539,026 shares; 2025Q1: 482,730 shares; 2025Q2: 493,656 shares; 2025Q3: 518,053 shares; 2025Q4: 511,830 shares; 2026Q1: 703,835 shares 703,835 $20.5M 0.32% +192,005 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,194 shares; 2024Q4: 23,396 shares; 2025Q1: 27,063 shares; 2025Q2: 24,288 shares; 2025Q3: 25,811 shares; 2025Q4: 140,487 shares; 2026Q1: 192,601 shares 192,601 $19.8M 0.31% +52,114 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,930 shares; 2024Q4: 65,529 shares; 2025Q1: 53,789 shares; 2025Q2: 50,468 shares; 2025Q3: 58,360 shares; 2025Q4: 55,794 shares; 2026Q1: 68,126 shares 68,126 $19.6M 0.3% +12,332 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,150 shares; 2024Q4: 35,823 shares; 2025Q1: 38,050 shares; 2025Q2: 37,550 shares; 2025Q3: 29,012 shares; 2025Q4: 56,228 shares; 2026Q1: 79,700 shares 79,700 $19.5M 0.3% +23,472 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,907 shares; 2024Q4: 36,095 shares; 2025Q1: 36,445 shares; 2025Q2: 37,909 shares; 2025Q3: 38,527 shares; 2025Q4: 43,374 shares; 2026Q1: 64,417 shares 64,417 $18.9M 0.29% +21,043 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; 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; 2026Q1: 471,580 shares 471,580 $18.8M 0.29% +403,566 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,504 shares; 2024Q4: 193,017 shares; 2025Q1: 200,854 shares; 2025Q2: 207,057 shares; 2025Q3: 282,391 shares; 2025Q4: 303,978 shares; 2026Q1: 342,692 shares 342,692 $18.5M 0.29% +38,714 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,456 shares; 2024Q4: 174,646 shares; 2025Q1: 187,499 shares; 2025Q2: 192,783 shares; 2025Q3: 235,745 shares; 2025Q4: 240,550 shares; 2026Q1: 319,062 shares 319,062 $18.1M 0.28% +78,512 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,790 shares; 2024Q4: 190,862 shares; 2025Q1: 204,250 shares; 2025Q2: 214,051 shares; 2025Q3: 231,263 shares; 2025Q4: 250,193 shares; 2026Q1: 304,191 shares 304,191 $17.8M 0.27% +53,998 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,084 shares; 2024Q4: 45,267 shares; 2025Q1: 45,256 shares; 2025Q2: 44,350 shares; 2025Q3: 44,123 shares; 2025Q4: 49,809 shares; 2026Q1: 72,008 shares 72,008 $17.8M 0.27% +22,199 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,704 shares; 2024Q4: 434,708 shares; 2025Q1: 410,242 shares; 2025Q2: 412,211 shares; 2025Q3: 458,327 shares; 2025Q4: 505,239 shares; 2026Q1: 458,910 shares 458,910 $17.6M 0.27% -46,329 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,545 shares; 2024Q4: 99,679 shares; 2025Q1: 106,638 shares; 2025Q2: 110,982 shares; 2025Q3: 117,634 shares; 2025Q4: 112,081 shares; 2026Q1: 152,833 shares 152,833 $17.6M 0.27% +40,752 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,069 shares; 2024Q4: 23,118 shares; 2025Q1: 24,672 shares; 2025Q2: 27,086 shares; 2025Q3: 40,341 shares; 2025Q4: 39,782 shares; 2026Q1: 59,963 shares 59,963 $17.2M 0.27% +20,181 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 742,220 shares 742,220 $17.1M 0.26% +741,835 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,885 shares; 2024Q4: 275,126 shares; 2025Q1: 256,721 shares; 2025Q2: 312,935 shares; 2025Q3: 288,245 shares; 2025Q4: 227,417 shares; 2026Q1: 282,849 shares 282,849 $16.9M 0.26% +55,432 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 10,137 shares; 2025Q1: 10,491 shares; 2025Q2: 10,381 shares; 2025Q3: 10,457 shares; 2025Q4: 12,379 shares; 2026Q1: 16,708 shares 16,708 $16.6M 0.26% +4,329 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,238 shares; 2024Q4: 132,382 shares; 2025Q1: 88,703 shares; 2025Q2: 80,477 shares; 2025Q3: 73,084 shares; 2025Q4: 75,448 shares; 2026Q1: 357,978 shares 357,978 $16.5M 0.26% +282,530 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,601 shares; 2024Q4: 25,229 shares; 2025Q1: 25,353 shares; 2025Q2: 19,872 shares; 2025Q3: 20,692 shares; 2025Q4: 20,309 shares; 2026Q1: 33,547 shares 33,547 $16.1M 0.25% +13,238 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,313 shares; 2024Q4: 21,054 shares; 2025Q1: 21,388 shares; 2025Q2: 21,277 shares; 2025Q3: 21,702 shares; 2025Q4: 162,106 shares; 2026Q1: 224,688 shares 224,688 $16M 0.25% +62,582 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; 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; 2026Q1: 208,309 shares 208,309 $15.7M 0.24% +53,752 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,709 shares; 2024Q4: 55,827 shares; 2025Q1: 59,744 shares; 2025Q2: 60,152 shares; 2025Q3: 59,603 shares; 2025Q4: 73,511 shares; 2026Q1: 125,907 shares 125,907 $15.6M 0.24% +52,396 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,951 shares; 2024Q4: 16,528 shares; 2025Q1: 17,276 shares; 2025Q2: 19,364 shares; 2025Q3: 19,258 shares; 2025Q4: 35,510 shares; 2026Q1: 49,967 shares 49,967 $15.5M 0.24% +14,457 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 27,244 shares; 2025Q1: 27,057 shares; 2025Q2: 28,337 shares; 2025Q3: 28,376 shares; 2025Q4: 34,392 shares; 2026Q1: 49,370 shares 49,370 $15.3M 0.24% +14,978 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,876 shares; 2024Q4: 92,324 shares; 2025Q1: 95,360 shares; 2025Q2: 92,559 shares; 2025Q3: 95,220 shares; 2025Q4: 96,625 shares; 2026Q1: 120,804 shares 120,804 $15M 0.23% +24,179 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,915 shares; 2024Q4: 55,008 shares; 2025Q1: 60,303 shares; 2025Q2: 60,572 shares; 2025Q3: 62,848 shares; 2025Q4: 65,203 shares; 2026Q1: 100,459 shares 100,459 $14.9M 0.23% +35,256 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,941 shares; 2024Q4: 208,844 shares; 2025Q1: 223,776 shares; 2025Q2: 214,653 shares; 2025Q3: 212,887 shares; 2025Q4: 173,875 shares; 2026Q1: 160,407 shares 160,407 $14.7M 0.23% -13,468 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,747 shares; 2024Q4: 199,456 shares; 2025Q1: 220,327 shares; 2025Q2: 191,051 shares; 2025Q3: 221,174 shares; 2025Q4: 265,540 shares; 2026Q1: 437,848 shares 437,848 $14.6M 0.23% +172,308 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,976 shares; 2024Q4: 58,809 shares; 2025Q1: 62,935 shares; 2025Q2: 63,367 shares; 2025Q3: 68,131 shares; 2025Q4: 69,905 shares; 2026Q1: 182,407 shares 182,407 $14.5M 0.22% +112,502 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; 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; 2026Q1: 430,317 shares 430,317 $14.4M 0.22% -32,037 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,855 shares; 2024Q4: 25,982 shares; 2025Q1: 26,515 shares; 2025Q2: 23,346 shares; 2025Q3: 24,598 shares; 2025Q4: 25,381 shares; 2026Q1: 38,210 shares 38,210 $14.2M 0.22% +12,829 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,622 shares; 2025Q1: 6,018 shares; 2025Q2: 6,484 shares; 2025Q3: 6,595 shares; 2025Q4: 8,657 shares; 2026Q1: 25,191 shares 25,191 $14.2M 0.22% +16,534 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,933 shares; 2024Q4: 211,961 shares; 2025Q1: 289,071 shares; 2025Q2: 194,361 shares; 2025Q3: 226,902 shares; 2025Q4: 260,986 shares; 2026Q1: 309,665 shares 309,665 $14.1M 0.22% +48,679 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727,565 shares; 2024Q4: 760,347 shares; 2025Q1: 432,077 shares; 2025Q2: 437,003 shares; 2025Q3: 474,439 shares; 2025Q4: 530,483 shares; 2026Q1: 191,494 shares 191,494 $14.1M 0.22% -338,989 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,121 shares; 2024Q4: 90,910 shares; 2025Q1: 86,895 shares; 2025Q2: 87,900 shares; 2025Q3: 88,734 shares; 2025Q4: 94,101 shares; 2026Q1: 96,995 shares 96,995 $13.7M 0.21% +2,894 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,148 shares; 2024Q4: 378,200 shares; 2025Q1: 358,612 shares; 2025Q2: 371,830 shares; 2025Q3: 377,589 shares; 2025Q4: 381,239 shares; 2026Q1: 377,718 shares 377,718 $13.3M 0.21% -3,521 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,137 shares; 2024Q4: 79,380 shares; 2025Q1: 100,956 shares; 2025Q2: 170,062 shares; 2025Q3: 231,636 shares; 2025Q4: 264,744 shares; 2026Q1: 364,196 shares 364,196 $13.1M 0.2% +99,452 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,222 shares; 2024Q4: 25,556 shares; 2025Q1: 26,447 shares; 2025Q2: 27,250 shares; 2025Q3: 27,507 shares; 2025Q4: 40,626 shares; 2026Q1: 63,057 shares 63,057 $13M 0.2% +22,431 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,074 shares; 2025Q3: 329,680 shares; 2025Q4: 620,151 shares; 2026Q1: 727,093 shares 727,093 $12.7M 0.2% +106,942 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,605 shares; 2025Q1: 10,658 shares; 2025Q2: 9,738 shares; 2025Q3: 18,335 shares; 2025Q4: 18,590 shares; 2026Q1: 57,450 shares 57,450 $12.5M 0.19% +38,860 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; 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; 2026Q1: 169,006 shares 169,006 $12.1M 0.19% +14,156 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,496 shares; 2024Q4: 58,381 shares; 2025Q1: 53,804 shares; 2025Q2: 60,157 shares; 2025Q3: 65,480 shares; 2025Q4: 66,592 shares; 2026Q1: 31,547 shares 31,547 $12.1M 0.19% -35,045 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 833 shares; 2025Q3: 2,532 shares; 2025Q4: 3,243 shares; 2026Q1: 236,879 shares 236,879 $12M 0.19% +233,636 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,587 shares; 2024Q4: 18,687 shares; 2025Q1: 19,257 shares; 2025Q2: 19,090 shares; 2025Q3: 19,155 shares; 2025Q4: 22,751 shares; 2026Q1: 36,169 shares 36,169 $11.9M 0.18% +13,418 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,443 shares; 2024Q4: 154,652 shares; 2025Q1: 156,414 shares; 2025Q2: 154,828 shares; 2025Q3: 167,520 shares; 2025Q4: 215,247 shares; 2026Q1: 236,016 shares 236,016 $11.8M 0.18% +20,769 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,173 shares; 2024Q4: 34,171 shares; 2025Q1: 40,180 shares; 2025Q2: 44,437 shares; 2025Q3: 43,957 shares; 2025Q4: 40,086 shares; 2026Q1: 102,030 shares 102,030 $11.8M 0.18% +61,944 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 329,792 shares; 2026Q1: 434,842 shares 434,842 $11.6M 0.18% +105,050 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; 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; 2026Q1: 241,417 shares 241,417 $11.2M 0.17% +69,347 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; 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; 2026Q1: 135,768 shares 135,768 $11.2M 0.17% +4,972 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,186 shares; 2024Q4: 144,254 shares; 2025Q1: 141,472 shares; 2025Q2: 142,521 shares; 2025Q3: 146,179 shares; 2025Q4: 311,203 shares; 2026Q1: 385,249 shares 385,249 $11.2M 0.17% +74,046 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,160 shares; 2024Q4: 374,674 shares; 2025Q1: 399,167 shares; 2025Q2: 466,659 shares; 2025Q3: 504,505 shares; 2025Q4: 547,357 shares; 2026Q1: 641,434 shares 641,434 $11M 0.17% +94,077 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,077 shares; 2024Q4: 52,140 shares; 2025Q1: 53,331 shares; 2025Q2: 60,977 shares; 2025Q3: 65,504 shares; 2025Q4: 56,977 shares; 2026Q1: 74,916 shares 74,916 $11M 0.17% +17,939 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; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,306 shares; 2025Q4: 209,218 shares; 2026Q1: 210,763 shares 210,763 $10.9M 0.17% +1,545 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 18,604 shares; 2025Q1: 18,577 shares; 2025Q2: 19,200 shares; 2025Q3: 23,365 shares; 2025Q4: 24,055 shares; 2026Q1: 41,138 shares 41,138 $10.8M 0.17% +17,083 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,264 shares; 2024Q4: 21,142 shares; 2025Q1: 21,701 shares; 2025Q2: 21,371 shares; 2025Q3: 20,715 shares; 2025Q4: 59,067 shares; 2026Q1: 82,049 shares 82,049 $10.7M 0.17% +22,982 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,464 shares; 2024Q4: 88,575 shares; 2025Q1: 99,134 shares; 2025Q2: 101,210 shares; 2025Q3: 102,149 shares; 2025Q4: 103,252 shares; 2026Q1: 116,320 shares 116,320 $10.7M 0.17% +13,068 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,035 shares; 2024Q4: 87,770 shares; 2025Q1: 86,982 shares; 2025Q2: 115,737 shares; 2025Q3: 102,157 shares; 2025Q4: 104,937 shares; 2026Q1: 107,572 shares 107,572 $10.5M 0.16% +2,635 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,400 shares; 2025Q1: 44,100 shares; 2025Q2: 76,208 shares; 2025Q3: 201,967 shares; 2025Q4: 229,337 shares; 2026Q1: 438,565 shares 438,565 $10.5M 0.16% +209,228 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 11,050 shares; 2025Q1: 11,400 shares; 2025Q2: 13,283 shares; 2025Q3: 14,621 shares; 2025Q4: 14,023 shares; 2026Q1: 18,259 shares 18,259 $10.4M 0.16% +4,236 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,419 shares; 2024Q4: 43,807 shares; 2025Q1: 45,168 shares; 2025Q2: 42,633 shares; 2025Q3: 44,113 shares; 2025Q4: 107,802 shares; 2026Q1: 137,136 shares 137,136 $10.4M 0.16% +29,334 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; 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; 2026Q1: 180,197 shares 180,197 $10.4M 0.16% +20,988 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,950 shares; 2024Q4: 209,166 shares; 2025Q1: 204,646 shares; 2025Q2: 177,710 shares; 2025Q3: 187,912 shares; 2025Q4: 197,863 shares; 2026Q1: 220,942 shares 220,942 $10.4M 0.16% +23,079 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,061 shares; 2024Q4: 77,838 shares; 2025Q1: 98,032 shares; 2025Q2: 104,266 shares; 2025Q3: 149,454 shares; 2025Q4: 165,354 shares; 2026Q1: 176,758 shares 176,758 $10.3M 0.16% +11,404 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,803 shares; 2024Q4: 56,585 shares; 2025Q1: 52,296 shares; 2025Q2: 53,930 shares; 2025Q3: 58,090 shares; 2025Q4: 102,070 shares; 2026Q1: 165,206 shares 165,206 $10.1M 0.16% +63,136 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,249 shares; 2024Q4: 32,452 shares; 2025Q1: 23,424 shares; 2025Q2: 25,524 shares; 2025Q3: 25,106 shares; 2025Q4: 81,549 shares; 2026Q1: 104,027 shares 104,027 $10M 0.15% +22,478 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; 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; 2026Q1: 89,114 shares 89,114 $9.99M 0.15% -18,884 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 27,966 shares; 2025Q1: 21,670 shares; 2025Q2: 26,613 shares; 2025Q3: 26,415 shares; 2025Q4: 51,471 shares; 2026Q1: 75,046 shares 75,046 $9.97M 0.15% +23,575 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,823 shares; 2024Q4: 18,616 shares; 2025Q1: 14,018 shares; 2025Q2: 15,059 shares; 2025Q3: 16,051 shares; 2025Q4: 16,288 shares; 2026Q1: 26,808 shares 26,808 $9.85M 0.15% +10,520 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 3,785 shares; 2025Q1: 5,629 shares; 2025Q2: 9,849 shares; 2025Q3: 161,337 shares; 2025Q4: 197,465 shares; 2026Q1: 196,092 shares 196,092 $9.71M 0.15% -1,373 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,782 shares; 2024Q4: 11,643 shares; 2025Q1: 12,398 shares; 2025Q2: 15,243 shares; 2025Q3: 23,497 shares; 2025Q4: 27,537 shares; 2026Q1: 48,865 shares 48,865 $9.68M 0.15% +21,328 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; 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; 2026Q1: 134,215 shares 134,215 $9.52M 0.15% +106,321 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,685 shares; 2024Q4: 126,417 shares; 2025Q1: 142,989 shares; 2025Q2: 156,428 shares; 2025Q3: 158,179 shares; 2025Q4: 165,274 shares; 2026Q1: 194,480 shares 194,480 $9.47M 0.15% +29,206 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,416 shares; 2024Q4: 229,729 shares; 2025Q1: 260,296 shares; 2025Q2: 271,768 shares; 2025Q3: 247,518 shares; 2025Q4: 293,796 shares; 2026Q1: 344,287 shares 344,287 $9.37M 0.14% +50,491 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,022 shares; 2024Q4: 31,200 shares; 2025Q1: 33,077 shares; 2025Q2: 35,246 shares; 2025Q3: 30,371 shares; 2025Q4: 31,322 shares; 2026Q1: 50,825 shares 50,825 $9.37M 0.14% +19,503 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 15,443 shares; 2025Q1: 17,989 shares; 2025Q2: 18,644 shares; 2025Q3: 18,618 shares; 2025Q4: 18,059 shares; 2026Q1: 27,642 shares 27,642 $9.34M 0.14% +9,583 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 32,102 shares; 2025Q1: 70,086 shares; 2025Q2: 75,910 shares; 2025Q3: 93,848 shares; 2025Q4: 219,502 shares; 2026Q1: 353,801 shares 353,801 $9.29M 0.14% +134,299 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; 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; 2026Q1: 89,482 shares 89,482 $9.25M 0.14% +14,876 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,692 shares; 2024Q4: 61,971 shares; 2025Q1: 77,883 shares; 2025Q2: 83,270 shares; 2025Q3: 88,198 shares; 2025Q4: 81,123 shares; 2026Q1: 130,943 shares 130,943 $9.19M 0.14% +49,820 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 10,565 shares; 2025Q1: 12,598 shares; 2025Q2: 13,476 shares; 2025Q3: 15,965 shares; 2025Q4: 28,667 shares; 2026Q1: 38,655 shares 38,655 $9.19M 0.14% +9,988 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,396 shares; 2026Q1: 291,086 shares 291,086 $9.03M 0.14% +287,690 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 11,104 shares; 2025Q1: 18,884 shares; 2025Q2: 10,782 shares; 2025Q3: 36,333 shares; 2025Q4: 50,153 shares; 2026Q1: 302,786 shares 302,786 $9.03M 0.14% +252,633 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 18,469 shares; 2025Q1: 19,829 shares; 2025Q2: 21,518 shares; 2025Q3: 23,156 shares; 2025Q4: 24,960 shares; 2026Q1: 34,626 shares 34,626 $8.59M 0.13% +9,666 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,381 shares; 2024Q4: 26,067 shares; 2025Q1: 25,897 shares; 2025Q2: 29,545 shares; 2025Q3: 37,469 shares; 2025Q4: 38,665 shares; 2026Q1: 39,612 shares 39,612 $8.56M 0.13% +947 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,829 shares; 2024Q4: 28,650 shares; 2025Q1: 28,749 shares; 2025Q2: 30,171 shares; 2025Q3: 30,179 shares; 2025Q4: 31,821 shares; 2026Q1: 106,016 shares 106,016 $8.44M 0.13% +74,195 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,240 shares; 2024Q4: 21,448 shares; 2025Q1: 22,192 shares; 2025Q2: 33,774 shares; 2025Q3: 33,465 shares; 2025Q4: 32,751 shares; 2026Q1: 120,852 shares 120,852 $8.43M 0.13% +88,101 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,417 shares; 2024Q4: 85,628 shares; 2025Q1: 89,617 shares; 2025Q2: 91,135 shares; 2025Q3: 81,858 shares; 2025Q4: 80,924 shares; 2026Q1: 88,518 shares 88,518 $8.4M 0.13% +7,594 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,605 shares; 2024Q4: 238,432 shares; 2025Q1: 247,080 shares; 2025Q2: 251,326 shares; 2025Q3: 275,978 shares; 2025Q4: 294,184 shares; 2026Q1: 315,562 shares 315,562 $8.4M 0.13% +21,378 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,491 shares; 2024Q4: 10,187 shares; 2025Q1: 10,831 shares; 2025Q2: 11,020 shares; 2025Q3: 11,477 shares; 2025Q4: 30,139 shares; 2026Q1: 36,514 shares 36,514 $8.39M 0.13% +6,375 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,253 shares; 2024Q4: 76,514 shares; 2025Q1: 30,606 shares; 2025Q2: 33,630 shares; 2025Q3: 42,210 shares; 2025Q4: 55,423 shares; 2026Q1: 122,231 shares 122,231 $8.33M 0.13% +66,808 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; 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; 2026Q1: 186,158 shares 186,158 $8.3M 0.13% +53,121 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,406 shares; 2024Q4: 68,393 shares; 2025Q1: 98,772 shares; 2025Q2: 147,603 shares; 2025Q3: 144,995 shares; 2025Q4: 148,733 shares; 2026Q1: 166,029 shares 166,029 $8.2M 0.13% +17,296 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; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 703 shares; 2025Q4: 124,057 shares; 2026Q1: 169,474 shares 169,474 $8.11M 0.13% +45,417 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,542 shares; 2024Q4: 144,039 shares; 2025Q1: 162,476 shares; 2025Q2: 164,210 shares; 2025Q3: 142,178 shares; 2025Q4: 126,207 shares; 2026Q1: 164,116 shares 164,116 $8.11M 0.13% +37,909 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 7,431 shares; 2025Q1: 6,473 shares; 2025Q2: 6,539 shares; 2025Q3: 6,507 shares; 2025Q4: 7,079 shares; 2026Q1: 24,611 shares 24,611 $8.09M 0.12% +17,532 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares; 2026Q1: 133,103 shares 133,103 $8.04M 0.12% +128,248 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,650 shares; 2024Q4: 119,726 shares; 2025Q1: 130,821 shares; 2025Q2: 126,858 shares; 2025Q3: 136,001 shares; 2025Q4: 147,810 shares; 2026Q1: 306,171 shares 306,171 $8.02M 0.12% +158,361 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,785 shares; 2024Q4: 23,550 shares; 2025Q1: 21,140 shares; 2025Q2: 20,891 shares; 2025Q3: 24,371 shares; 2025Q4: 24,343 shares; 2026Q1: 36,680 shares 36,680 $8.02M 0.12% +12,337 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,760 shares; 2024Q4: 19,221 shares; 2025Q1: 20,419 shares; 2025Q2: 19,940 shares; 2025Q3: 21,578 shares; 2025Q4: 22,083 shares; 2026Q1: 26,454 shares 26,454 $7.99M 0.12% +4,371 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; 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; 2026Q1: 486,663 shares 486,663 $7.87M 0.12% +68,116 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,516 shares; 2025Q1: 19,136 shares; 2025Q2: 19,079 shares; 2025Q3: 19,171 shares; 2025Q4: 19,200 shares; 2026Q1: 25,980 shares 25,980 $7.85M 0.12% +6,780 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; 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; 2026Q1: 16,880 shares 16,880 $7.82M 0.12% +4,245 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,439 shares; 2025Q1: 8,646 shares; 2025Q2: 8,292 shares; 2025Q3: 8,311 shares; 2025Q4: 8,599 shares; 2026Q1: 33,016 shares 33,016 $7.8M 0.12% +24,417 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 39,055 shares; 2025Q1: 171,676 shares; 2025Q2: 183,007 shares; 2025Q3: 199,227 shares; 2025Q4: 163,125 shares; 2026Q1: 153,979 shares 153,979 $7.76M 0.12% -9,146 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,584 shares; 2024Q4: 32,741 shares; 2025Q1: 25,162 shares; 2025Q2: 21,140 shares; 2025Q3: 23,267 shares; 2025Q4: 28,210 shares; 2026Q1: 37,739 shares 37,739 $7.68M 0.12% +9,529 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,991 shares; 2024Q4: 356,722 shares; 2025Q1: 375,089 shares; 2025Q2: 393,356 shares; 2025Q3: 405,284 shares; 2025Q4: 419,727 shares; 2026Q1: 428,583 shares 428,583 $7.61M 0.12% +8,856 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 9,449 shares; 2025Q1: 9,223 shares; 2025Q2: 9,467 shares; 2025Q3: 18,619 shares; 2025Q4: 30,641 shares; 2026Q1: 46,439 shares 46,439 $7.6M 0.12% +15,798 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,802 shares; 2025Q1: 6,265 shares; 2025Q2: 15,703 shares; 2025Q3: 14,780 shares; 2025Q4: 22,212 shares; 2026Q1: 27,947 shares 27,947 $7.56M 0.12% +5,735 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,377 shares; 2024Q4: 61,410 shares; 2025Q1: 62,243 shares; 2025Q2: 65,509 shares; 2025Q3: 73,165 shares; 2025Q4: 77,457 shares; 2026Q1: 95,438 shares 95,438 $7.48M 0.12% +17,981 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,179 shares; 2024Q4: 59,277 shares; 2025Q1: 60,220 shares; 2025Q2: 52,457 shares; 2025Q3: 5,704 shares; 2025Q4: 12,167 shares; 2026Q1: 86,264 shares 86,264 $7.48M 0.12% +74,097 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,161 shares; 2025Q1: 1,254 shares; 2025Q2: 3,447 shares; 2025Q3: 1,313 shares; 2025Q4: 35,471 shares; 2026Q1: 35,001 shares 35,001 $7.4M 0.11% -470 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,647 shares; 2024Q4: 24,229 shares; 2025Q1: 22,745 shares; 2025Q2: 29,260 shares; 2025Q3: 26,263 shares; 2025Q4: 23,461 shares; 2026Q1: 47,302 shares 47,302 $7.29M 0.11% +23,841 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,049 shares; 2024Q4: 47,020 shares; 2025Q1: 49,681 shares; 2025Q2: 50,266 shares; 2025Q3: 50,846 shares; 2025Q4: 52,484 shares; 2026Q1: 80,539 shares 80,539 $7.29M 0.11% +28,055 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,623 shares; 2024Q4: 19,965 shares; 2025Q1: 20,305 shares; 2025Q2: 20,420 shares; 2025Q3: 20,184 shares; 2025Q4: 27,031 shares; 2026Q1: 37,719 shares 37,719 $7.28M 0.11% +10,688 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,428 shares; 2024Q4: 50,540 shares; 2025Q1: 56,734 shares; 2025Q2: 56,284 shares; 2025Q3: 57,116 shares; 2025Q4: 53,184 shares; 2026Q1: 109,939 shares 109,939 $7.25M 0.11% +56,755 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,071 shares; 2024Q4: 27,318 shares; 2025Q1: 24,748 shares; 2025Q2: 22,972 shares; 2025Q3: 22,559 shares; 2025Q4: 33,774 shares; 2026Q1: 46,628 shares 46,628 $7.24M 0.11% +12,854 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,731 shares; 2025Q1: 8,699 shares; 2025Q2: 9,303 shares; 2025Q3: 9,495 shares; 2025Q4: 9,709 shares; 2026Q1: 11,732 shares 11,732 $7.24M 0.11% +2,023 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,085 shares; 2024Q4: 52,824 shares; 2025Q1: 38,865 shares; 2025Q2: 47,735 shares; 2025Q3: 40,862 shares; 2025Q4: 72,271 shares; 2026Q1: 155,369 shares 155,369 $7.13M 0.11% +83,098 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,177 shares; 2024Q4: 36,457 shares; 2025Q1: 37,465 shares; 2025Q2: 39,709 shares; 2025Q3: 91,939 shares; 2025Q4: 100,604 shares; 2026Q1: 76,014 shares 76,014 $7.02M 0.11% -24,590 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,659 shares; 2024Q4: 34,557 shares; 2025Q1: 34,173 shares; 2025Q2: 38,889 shares; 2025Q3: 44,225 shares; 2025Q4: 34,785 shares; 2026Q1: 29,158 shares 29,158 $7M 0.11% -5,627 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; 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; 2026Q1: 71,621 shares 71,621 $7M 0.11% +486 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; 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; 2026Q1: 138,545 shares 138,545 $6.99M 0.11% +15,240 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,337 shares; 2024Q4: 73,229 shares; 2025Q1: 55,075 shares; 2025Q2: 67,830 shares; 2025Q3: 104,392 shares; 2025Q4: 97,778 shares; 2026Q1: 143,890 shares 143,890 $6.95M 0.11% +46,112 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; 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; 2026Q1: 124,809 shares 124,809 $6.84M 0.11% -6,396 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,394 shares; 2024Q4: 10,287 shares; 2025Q1: 11,274 shares; 2025Q2: 11,340 shares; 2025Q3: 12,100 shares; 2025Q4: 13,128 shares; 2026Q1: 20,217 shares 20,217 $6.83M 0.11% +7,089 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,600 shares; 2024Q4: 51,432 shares; 2025Q1: 54,239 shares; 2025Q2: 57,980 shares; 2025Q3: 58,291 shares; 2025Q4: 60,006 shares; 2026Q1: 76,774 shares 76,774 $6.77M 0.1% +16,768 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,155 shares; 2025Q1: 6,313 shares; 2025Q2: 11,118 shares; 2025Q3: 16,644 shares; 2025Q4: 18,856 shares; 2026Q1: 22,555 shares 22,555 $6.74M 0.1% +3,699 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,231 shares; 2024Q4: 69,481 shares; 2025Q1: 63,298 shares; 2025Q2: 54,249 shares; 2025Q3: 54,228 shares; 2025Q4: 51,213 shares; 2026Q1: 71,644 shares 71,644 $6.71M 0.1% +20,431 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,214 shares; 2025Q1: 4,506 shares; 2025Q2: 4,536 shares; 2025Q3: 4,669 shares; 2025Q4: 9,042 shares; 2026Q1: 7,928 shares 7,928 $6.71M 0.1% -1,114 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; 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; 2026Q1: 133,002 shares 133,002 $6.64M 0.1% +83,475 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; 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; 2026Q1: 178,842 shares 178,842 $6.62M 0.1% +23,270 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,278 shares; 2024Q4: 25,734 shares; 2025Q1: 29,009 shares; 2025Q2: 29,241 shares; 2025Q3: 31,216 shares; 2025Q4: 32,539 shares; 2026Q1: 34,823 shares 34,823 $6.6M 0.1% +2,284 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 8,570 shares; 2025Q1: 9,270 shares; 2025Q2: 13,480 shares; 2025Q3: 13,803 shares; 2025Q4: 13,193 shares; 2026Q1: 18,387 shares 18,387 $6.58M 0.1% +5,194 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,637 shares; 2025Q1: 19,766 shares; 2025Q2: 21,246 shares; 2025Q3: 36,329 shares; 2025Q4: 34,360 shares; 2026Q1: 39,661 shares 39,661 $6.41M 0.1% +5,301 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,236 shares; 2025Q1: 11,940 shares; 2025Q2: 44,701 shares; 2025Q3: 74,681 shares; 2025Q4: 109,800 shares; 2026Q1: 208,665 shares 208,665 $6.36M 0.1% +98,865 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,089 shares; 2024Q4: 13,768 shares; 2025Q1: 15,588 shares; 2025Q2: 18,874 shares; 2025Q3: 17,382 shares; 2025Q4: 18,605 shares; 2026Q1: 45,992 shares 45,992 $6.36M 0.1% +27,387 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,779 shares; 2024Q4: 80,547 shares; 2025Q1: 80,697 shares; 2025Q2: 83,195 shares; 2025Q3: 93,314 shares; 2025Q4: 109,772 shares; 2026Q1: 134,841 shares 134,841 $6.33M 0.1% +25,069 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,535 shares; 2024Q4: 17,357 shares; 2025Q1: 17,864 shares; 2025Q2: 18,292 shares; 2025Q3: 18,502 shares; 2025Q4: 18,713 shares; 2026Q1: 23,156 shares 23,156 $6.31M 0.1% +4,443 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,692 shares; 2024Q4: 25,170 shares; 2025Q1: 27,613 shares; 2025Q2: 28,966 shares; 2025Q3: 31,723 shares; 2025Q4: 30,014 shares; 2026Q1: 34,629 shares 34,629 $6.28M 0.1% +4,615 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,018 shares; 2024Q4: 10,833 shares; 2025Q1: 11,028 shares; 2025Q2: 11,087 shares; 2025Q3: 11,447 shares; 2025Q4: 18,162 shares; 2026Q1: 27,771 shares 27,771 $6.28M 0.1% +9,609 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 5,139 shares; 2025Q1: 5,026 shares; 2025Q2: 4,801 shares; 2025Q3: 6,131 shares; 2025Q4: 55,449 shares; 2026Q1: 64,724 shares 64,724 $6.22M 0.1% +9,275 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,668 shares; 2025Q1: 1,455 shares; 2025Q2: 1,448 shares; 2025Q3: 1,975 shares; 2025Q4: 2,642 shares; 2026Q1: 18,162 shares 18,162 $6.21M 0.1% +15,520 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 5,610 shares; 2025Q1: 45,256 shares; 2025Q2: 49,615 shares; 2025Q3: 57,165 shares; 2025Q4: 57,246 shares; 2026Q1: 69,573 shares 69,573 $6.16M 0.1% +12,327 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; 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; 2026Q1: 598,866 shares 598,866 $6.1M 0.09% +152,192 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,266 shares; 2024Q4: 40,164 shares; 2025Q1: 44,046 shares; 2025Q2: 38,779 shares; 2025Q3: 23,980 shares; 2025Q4: 28,435 shares; 2026Q1: 41,307 shares 41,307 $6.06M 0.09% +12,872 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; 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; 2026Q1: 47,755 shares 47,755 $5.97M 0.09% +2,826 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,071 shares; 2024Q4: 44,379 shares; 2025Q1: 44,146 shares; 2025Q2: 45,705 shares; 2025Q3: 49,157 shares; 2025Q4: 51,254 shares; 2026Q1: 100,752 shares 100,752 $5.97M 0.09% +49,498 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,160 shares; 2024Q4: 33,853 shares; 2025Q1: 34,850 shares; 2025Q2: 36,096 shares; 2025Q3: 34,942 shares; 2025Q4: 36,595 shares; 2026Q1: 46,429 shares 46,429 $5.95M 0.09% +9,834 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,277 shares; 2025Q1: 1,323 shares; 2025Q2: 1,452 shares; 2025Q3: 1,424 shares; 2025Q4: 5,396 shares; 2026Q1: 6,849 shares 6,849 $5.93M 0.09% +1,453 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,985 shares; 2024Q4: 49,491 shares; 2025Q1: 48,416 shares; 2025Q2: 39,971 shares; 2025Q3: 40,394 shares; 2025Q4: 39,527 shares; 2026Q1: 76,377 shares 76,377 $5.93M 0.09% +36,850 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,937 shares; 2024Q4: 19,561 shares; 2025Q1: 23,200 shares; 2025Q2: 30,498 shares; 2025Q3: 30,411 shares; 2025Q4: 29,409 shares; 2026Q1: 40,015 shares 40,015 $5.89M 0.09% +10,606 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,606 shares; 2024Q4: 24,986 shares; 2025Q1: 27,962 shares; 2025Q2: 25,864 shares; 2025Q3: 27,536 shares; 2025Q4: 116,042 shares; 2026Q1: 126,401 shares 126,401 $5.84M 0.09% +10,359 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,040 shares; 2025Q1: 11,077 shares; 2025Q2: 14,756 shares; 2025Q3: 36,823 shares; 2025Q4: 38,344 shares; 2026Q1: 40,205 shares 40,205 $5.73M 0.09% +1,861 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,874 shares; 2024Q4: 125,434 shares; 2025Q1: 131,088 shares; 2025Q2: 94,317 shares; 2025Q3: 96,037 shares; 2025Q4: 96,627 shares; 2026Q1: 112,472 shares 112,472 $5.71M 0.09% +15,845 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,519 shares; 2024Q4: 93,341 shares; 2025Q1: 96,714 shares; 2025Q2: 99,192 shares; 2025Q3: 103,784 shares; 2025Q4: 106,423 shares; 2026Q1: 100,189 shares 100,189 $5.67M 0.09% -6,234 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 7,867 shares; 2025Q3: 7,867 shares; 2025Q4: 74,203 shares; 2026Q1: 273,777 shares 273,777 $5.65M 0.09% +199,574 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; 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; 2026Q1: 117,736 shares 117,736 $5.64M 0.09% +36,544 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,508 shares; 2025Q1: 3,100 shares; 2025Q2: 5,427 shares; 2025Q3: 7,533 shares; 2025Q4: 5,240 shares; 2026Q1: 6,450 shares 6,450 $5.63M 0.09% +1,210 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 15,457 shares; 2025Q1: 19,395 shares; 2025Q2: 26,886 shares; 2025Q3: 28,466 shares; 2025Q4: 112,507 shares; 2026Q1: 124,044 shares 124,044 $5.63M 0.09% +11,537 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; 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; 2026Q1: 48,952 shares 48,952 $5.62M 0.09% +1,595 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; 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; 2026Q1: 8,203 shares 8,203 $5.6M 0.09% -260 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; 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; 2026Q1: 93,673 shares 93,673 $5.58M 0.09% +22,872 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; 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; 2026Q1: 149,503 shares 149,503 $5.56M 0.09% +23,832 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,863 shares; 2024Q4: 29,176 shares; 2025Q1: 28,394 shares; 2025Q2: 28,684 shares; 2025Q3: 28,671 shares; 2025Q4: 29,601 shares; 2026Q1: 34,648 shares 34,648 $5.5M 0.08% +5,047 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,439 shares; 2024Q4: 75,095 shares; 2025Q1: 86,142 shares; 2025Q2: 88,749 shares; 2025Q3: 139,137 shares; 2025Q4: 143,188 shares; 2026Q1: 161,195 shares 161,195 $5.49M 0.08% +18,007 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 7,953 shares; 2025Q1: 16,541 shares; 2025Q2: 17,360 shares; 2025Q3: 18,401 shares; 2025Q4: 23,785 shares; 2026Q1: 152,741 shares 152,741 $5.44M 0.08% +128,956 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,866 shares; 2024Q4: 20,544 shares; 2025Q1: 21,469 shares; 2025Q2: 21,378 shares; 2025Q3: 22,082 shares; 2025Q4: 21,055 shares; 2026Q1: 21,797 shares 21,797 $5.42M 0.08% +742 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; 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; 2026Q1: 105,585 shares 105,585 $5.41M 0.08% +10,796 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; 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; 2026Q1: 46,617 shares 46,617 $5.33M 0.08% -936 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; 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; 2026Q1: 115,542 shares 115,542 $5.32M 0.08% +20,517 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,301 shares; 2024Q4: 82,886 shares; 2025Q1: 71,056 shares; 2025Q2: 116,581 shares; 2025Q3: 129,622 shares; 2025Q4: 128,246 shares; 2026Q1: 201,445 shares 201,445 $5.29M 0.08% +73,199 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 52,985 shares; 2025Q1: 55,550 shares; 2025Q2: 64,307 shares; 2025Q3: 68,236 shares; 2025Q4: 70,902 shares; 2026Q1: 94,043 shares 94,043 $5.22M 0.08% +23,141 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,250 shares; 2024Q4: 79,050 shares; 2025Q1: 96,488 shares; 2025Q2: 98,181 shares; 2025Q3: 98,301 shares; 2025Q4: 105,135 shares; 2026Q1: 115,578 shares 115,578 $5.21M 0.08% +10,443 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,628 shares; 2024Q4: 33,401 shares; 2025Q1: 42,214 shares; 2025Q2: 47,945 shares; 2025Q3: 57,192 shares; 2025Q4: 60,964 shares; 2026Q1: 75,680 shares 75,680 $5.15M 0.08% +14,716 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,359 shares; 2025Q2: 112,193 shares; 2025Q3: 117,537 shares; 2025Q4: 112,437 shares; 2026Q1: 128,625 shares 128,625 $5.11M 0.08% +16,188 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,172 shares; 2025Q1: 4,482 shares; 2025Q2: 4,376 shares; 2025Q3: 4,570 shares; 2025Q4: 5,883 shares; 2026Q1: 8,445 shares 8,445 $5.1M 0.08% +2,562 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; 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; 2026Q1: 114,470 shares 114,470 $5.07M 0.08% +24,240 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 19,565 shares; 2025Q1: 19,754 shares; 2025Q2: 17,891 shares; 2025Q3: 23,268 shares; 2025Q4: 24,582 shares; 2026Q1: 30,419 shares 30,419 $5.04M 0.08% +5,837 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; 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; 2026Q1: 91,009 shares 91,009 $5.04M 0.08% -103,379 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 9,459 shares; 2025Q1: 9,651 shares; 2025Q2: 9,771 shares; 2025Q3: 9,921 shares; 2025Q4: 9,832 shares; 2026Q1: 10,020 shares 10,020 $5.01M 0.08% +188 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: 36,304 shares; 2025Q1: 56,381 shares; 2025Q2: 102,950 shares; 2025Q3: 85,627 shares; 2025Q4: 67,516 shares; 2026Q1: 89,251 shares 89,251 $4.98M 0.08% +21,735 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; 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; 2026Q1: 89,209 shares 89,209 $4.93M 0.08% +44,693 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296,655 shares 296,655 $4.93M 0.08% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,621 shares; 2025Q1: 2,051 shares; 2025Q2: 2,045 shares; 2025Q3: 1,357 shares; 2025Q4: 1,207 shares; 2026Q1: 49,337 shares 49,337 $4.9M 0.08% +48,130 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 6,819 shares; 2025Q1: 7,857 shares; 2025Q2: 8,632 shares; 2025Q3: 14,547 shares; 2025Q4: 9,271 shares; 2026Q1: 17,259 shares 17,259 $4.9M 0.08% +7,988 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,745 shares; 2025Q2: 181,037 shares; 2025Q3: 191,394 shares; 2025Q4: 200,914 shares; 2026Q1: 289,648 shares 289,648 $4.86M 0.07% +88,734 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,290 shares; 2024Q4: 19,787 shares; 2025Q1: 17,951 shares; 2025Q2: 16,945 shares; 2025Q3: 27,387 shares; 2025Q4: 30,626 shares; 2026Q1: 40,030 shares 40,030 $4.82M 0.07% +9,404 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 61,365 shares; 2025Q1: 62,776 shares; 2025Q2: 65,427 shares; 2025Q3: 65,828 shares; 2025Q4: 64,991 shares; 2026Q1: 67,077 shares 67,077 $4.81M 0.07% +2,086 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,306 shares; 2025Q2: 31,510 shares; 2025Q3: 71,738 shares; 2025Q4: 136,093 shares; 2026Q1: 176,861 shares 176,861 $4.81M 0.07% +40,768 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,207 shares; 2024Q4: 45,548 shares; 2025Q1: 117,511 shares; 2025Q2: 120,269 shares; 2025Q3: 129,427 shares; 2025Q4: 134,324 shares; 2026Q1: 107,168 shares 107,168 $4.8M 0.07% -27,156 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,141 shares; 2024Q4: 16,632 shares; 2025Q1: 16,459 shares; 2025Q2: 17,192 shares; 2025Q3: 16,239 shares; 2025Q4: 14,811 shares; 2026Q1: 35,995 shares 35,995 $4.75M 0.07% +21,184 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,499 shares; 2024Q4: 19,499 shares; 2025Q1: 169,776 shares; 2025Q2: 179,737 shares; 2025Q3: 185,182 shares; 2025Q4: 221,096 shares; 2026Q1: 194,725 shares 194,725 $4.75M 0.07% -26,371 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,677 shares; 2025Q2: 42,225 shares; 2025Q3: 45,983 shares; 2025Q4: 46,925 shares; 2026Q1: 55,155 shares 55,155 $4.67M 0.07% +8,230 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 7,352 shares; 2025Q1: 7,742 shares; 2025Q2: 8,685 shares; 2025Q3: 11,258 shares; 2025Q4: 11,270 shares; 2026Q1: 14,155 shares 14,155 $4.65M 0.07% +2,885 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 29,742 shares; 2025Q1: 29,348 shares; 2025Q2: 31,273 shares; 2025Q3: 33,023 shares; 2025Q4: 33,023 shares; 2026Q1: 170,812 shares 170,812 $4.65M 0.07% +137,789 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,246 shares; 2024Q4: 78,305 shares; 2025Q1: 57,684 shares; 2025Q2: 56,239 shares; 2025Q3: 60,985 shares; 2025Q4: 60,571 shares; 2026Q1: 58,659 shares 58,659 $4.64M 0.07% -1,912 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; 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; 2026Q1: 213,703 shares 213,703 $4.64M 0.07% +116,674 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; 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; 2026Q1: 59,747 shares 59,747 $4.62M 0.07% +12,587 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,686 shares; 2024Q4: 41,597 shares; 2025Q1: 49,127 shares; 2025Q2: 51,766 shares; 2025Q3: 73,402 shares; 2025Q4: 73,763 shares; 2026Q1: 73,492 shares 73,492 $4.61M 0.07% -271 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,732 shares; 2024Q4: 51,861 shares; 2025Q1: 58,081 shares; 2025Q2: 83,505 shares; 2025Q3: 99,471 shares; 2025Q4: 102,218 shares; 2026Q1: 81,109 shares 81,109 $4.61M 0.07% -21,109 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 6,813 shares; 2025Q1: 7,069 shares; 2025Q2: 8,458 shares; 2025Q3: 10,306 shares; 2025Q4: 11,241 shares; 2026Q1: 18,932 shares 18,932 $4.59M 0.07% +7,691 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 12,410 shares; 2025Q1: 12,628 shares; 2025Q2: 13,913 shares; 2025Q3: 13,511 shares; 2025Q4: 12,016 shares; 2026Q1: 27,685 shares 27,685 $4.58M 0.07% +15,669 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; 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; 2026Q1: 85,871 shares 85,871 $4.55M 0.07% +1,594 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; 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; 2026Q1: 112,171 shares 112,171 $4.55M 0.07% +59,755 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; 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; 2026Q1: 90,297 shares 90,297 $4.53M 0.07% +12,881 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,312 shares; 2025Q1: 8,152 shares; 2025Q2: 8,044 shares; 2025Q3: 8,684 shares; 2025Q4: 8,542 shares; 2026Q1: 10,592 shares 10,592 $4.52M 0.07% +2,050 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 6,954 shares; 2025Q1: 6,755 shares; 2025Q2: 8,707 shares; 2025Q3: 11,476 shares; 2025Q4: 8,253 shares; 2026Q1: 11,335 shares 11,335 $4.43M 0.07% +3,082 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 17,219 shares; 2025Q1: 22,964 shares; 2025Q2: 22,441 shares; 2025Q3: 39,434 shares; 2025Q4: 38,956 shares; 2026Q1: 53,315 shares 53,315 $4.41M 0.07% +14,359 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,011 shares; 2024Q4: 85,013 shares; 2025Q1: 79,250 shares; 2025Q2: 112,928 shares; 2025Q3: 85,191 shares; 2025Q4: 80,203 shares; 2026Q1: 90,697 shares 90,697 $4.4M 0.07% +10,494 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,335 shares; 2024Q4: 21,230 shares; 2025Q1: 21,154 shares; 2025Q2: 21,265 shares; 2025Q3: 21,618 shares; 2025Q4: 35,900 shares; 2026Q1: 47,131 shares 47,131 $4.38M 0.07% +11,231 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; 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; 2026Q1: 34,663 shares 34,663 $4.34M 0.07% +1,970 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,600 shares 83,600 $4.34M 0.07% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,575 shares; 2024Q4: 29,745 shares; 2025Q1: 98,029 shares; 2025Q2: 136,955 shares; 2025Q3: 120,755 shares; 2025Q4: 133,214 shares; 2026Q1: 145,461 shares 145,461 $4.29M 0.07% +12,247 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,354 shares; 2025Q1: 1,667 shares; 2025Q2: 2,706 shares; 2025Q3: 22,213 shares; 2025Q4: 25,227 shares; 2026Q1: 32,186 shares 32,186 $4.29M 0.07% +6,959 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; 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; 2026Q1: 44,212 shares 44,212 $4.27M 0.07% +11,203 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,581 shares; 2024Q4: 18,234 shares; 2025Q1: 17,981 shares; 2025Q2: 18,382 shares; 2025Q3: 18,016 shares; 2025Q4: 20,422 shares; 2026Q1: 30,903 shares 30,903 $4.19M 0.06% +10,481 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 57,422 shares 57,422 $4.16M 0.06% -1,136 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,458 shares; 2024Q4: 19,486 shares; 2025Q1: 17,102 shares; 2025Q2: 14,613 shares; 2025Q3: 15,149 shares; 2025Q4: 32,414 shares; 2026Q1: 37,601 shares 37,601 $4.15M 0.06% +5,187 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; 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; 2026Q1: 36,783 shares 36,783 $4.13M 0.06% +4,422 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 21,969 shares; 2025Q1: 32,786 shares; 2025Q2: 34,773 shares; 2025Q3: 39,717 shares; 2025Q4: 32,730 shares; 2026Q1: 45,061 shares 45,061 $4.13M 0.06% +12,331 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,926 shares; 2025Q4: 167,404 shares; 2026Q1: 200,098 shares 200,098 $4.11M 0.06% +32,694 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,054 shares; 2024Q4: 9,961 shares; 2025Q1: 11,397 shares; 2025Q2: 11,314 shares; 2025Q3: 11,654 shares; 2025Q4: 14,115 shares; 2026Q1: 27,986 shares 27,986 $4.08M 0.06% +13,871 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,091 shares; 2024Q4: 82,595 shares; 2025Q1: 59,437 shares; 2025Q2: 58,383 shares; 2025Q3: 59,164 shares; 2025Q4: 69,358 shares; 2026Q1: 86,658 shares 86,658 $4.08M 0.06% +17,300 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,033 shares; 2024Q4: 62,692 shares; 2025Q1: 66,347 shares; 2025Q2: 66,579 shares; 2025Q3: 77,693 shares; 2025Q4: 97,829 shares; 2026Q1: 143,430 shares 143,430 $4.03M 0.06% +45,601 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 9,119 shares; 2025Q1: 8,435 shares; 2025Q2: 8,799 shares; 2025Q3: 8,122 shares; 2025Q4: 8,222 shares; 2026Q1: 17,014 shares 17,014 $4.02M 0.06% +8,792 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; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,002 shares; 2025Q1: 989 shares; 2025Q2: 1,106 shares; 2025Q3: 1,130 shares; 2025Q4: 5,220 shares; 2026Q1: 5,524 shares 5,524 $4.02M 0.06% +304 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,487 shares; 2024Q4: 29,230 shares; 2025Q1: 29,965 shares; 2025Q2: 29,330 shares; 2025Q3: 30,938 shares; 2025Q4: 33,320 shares; 2026Q1: 82,302 shares 82,302 $4.01M 0.06% +48,982 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,443 shares; 2024Q4: 144,812 shares; 2025Q1: 163,145 shares; 2025Q2: 155,443 shares; 2025Q3: 152,305 shares; 2025Q4: 145,765 shares; 2026Q1: 223,462 shares 223,462 $3.98M 0.06% +77,697 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 7,386 shares; 2025Q1: 8,069 shares; 2025Q2: 9,777 shares; 2025Q3: 14,476 shares; 2025Q4: 9,897 shares; 2026Q1: 9,710 shares 9,710 $3.95M 0.06% -187 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 21,166 shares; 2025Q1: 20,241 shares; 2025Q2: 20,841 shares; 2025Q3: 28,806 shares; 2025Q4: 28,143 shares; 2026Q1: 21,796 shares 21,796 $3.92M 0.06% -6,347 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; 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; 2026Q1: 83,107 shares 83,107 $3.91M 0.06% +603 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; 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; 2026Q1: 36,171 shares 36,171 $3.91M 0.06% +13,049 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 83,119 shares 83,119 $3.91M 0.06% +17,814 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 8,297 shares; 2025Q1: 8,301 shares; 2025Q2: 8,414 shares; 2025Q3: 9,712 shares; 2025Q4: 10,916 shares; 2026Q1: 25,738 shares 25,738 $3.9M 0.06% +14,822 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,891 shares; 2024Q4: 86,348 shares; 2025Q1: 71,542 shares; 2025Q2: 81,263 shares; 2025Q3: 79,656 shares; 2025Q4: 72,377 shares; 2026Q1: 82,086 shares 82,086 $3.89M 0.06% +9,709 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 11,139 shares; 2025Q1: 11,227 shares; 2025Q2: 11,365 shares; 2025Q3: 11,385 shares; 2025Q4: 25,233 shares; 2026Q1: 29,362 shares 29,362 $3.88M 0.06% +4,129 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,397 shares; 2024Q4: 13,944 shares; 2025Q1: 13,957 shares; 2025Q2: 21,897 shares; 2025Q3: 51,808 shares; 2025Q4: 54,511 shares; 2026Q1: 91,136 shares 91,136 $3.88M 0.06% +36,625 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,038 shares; 2024Q4: 40,888 shares; 2025Q1: 44,339 shares; 2025Q2: 48,539 shares; 2025Q3: 34,425 shares; 2025Q4: 27,330 shares; 2026Q1: 20,188 shares 20,188 $3.87M 0.06% -7,142 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 14,489 shares; 2025Q3: 17,962 shares; 2025Q4: 18,768 shares; 2026Q1: 77,070 shares 77,070 $3.86M 0.06% +58,302 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 7,973 shares; 2025Q1: 8,015 shares; 2025Q2: 8,224 shares; 2025Q3: 7,446 shares; 2025Q4: 8,027 shares; 2026Q1: 17,158 shares 17,158 $3.85M 0.06% +9,131 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 25,622 shares; 2025Q1: 26,820 shares; 2025Q2: 28,120 shares; 2025Q3: 32,513 shares; 2025Q4: 41,661 shares; 2026Q1: 49,907 shares 49,907 $3.85M 0.06% +8,246 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 12,066 shares; 2025Q1: 50,684 shares; 2025Q2: 54,487 shares; 2025Q3: 57,731 shares; 2025Q4: 60,740 shares; 2026Q1: 41,308 shares 41,308 $3.83M 0.06% -19,432 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 7,112 shares; 2025Q1: 7,571 shares; 2025Q2: 8,661 shares; 2025Q3: 8,811 shares; 2025Q4: 9,980 shares; 2026Q1: 14,814 shares 14,814 $3.81M 0.06% +4,834 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,643 shares; 2024Q4: 16,866 shares; 2025Q1: 22,401 shares; 2025Q2: 24,107 shares; 2025Q3: 24,892 shares; 2025Q4: 29,219 shares; 2026Q1: 39,306 shares 39,306 $3.8M 0.06% +10,087 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,618 shares; 2025Q2: 21,010 shares; 2025Q3: 37,901 shares; 2025Q4: 58,572 shares; 2026Q1: 128,667 shares 128,667 $3.78M 0.06% +70,095 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; 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; 2026Q1: 101,337 shares 101,337 $3.77M 0.06% -66,467 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; 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; 2026Q1: 17,172 shares 17,172 $3.76M 0.06% -1,791 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446 shares; 2025Q1: 521 shares; 2025Q2: 13,240 shares; 2025Q3: 31,403 shares; 2025Q4: 75,756 shares; 2026Q1: 144,321 shares 144,321 $3.75M 0.06% +68,565 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,957 shares; 2025Q1: 4,417 shares; 2025Q2: 9,424 shares; 2025Q3: 11,717 shares; 2025Q4: 9,400 shares; 2026Q1: 13,413 shares 13,413 $3.75M 0.06% +4,013 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,681 shares; 2024Q4: 27,650 shares; 2025Q1: 27,925 shares; 2025Q2: 31,037 shares; 2025Q3: 38,783 shares; 2025Q4: 49,054 shares; 2026Q1: 53,685 shares 53,685 $3.69M 0.06% +4,631 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,467 shares; 2024Q4: 299,782 shares; 2025Q1: 279,535 shares; 2025Q2: 252,649 shares; 2025Q3: 83,279 shares; 2025Q4: 68,556 shares; 2026Q1: 84,497 shares 84,497 $3.68M 0.06% +15,941 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; 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; 2026Q1: 73,132 shares 73,132 $3.68M 0.06% +8,748 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; 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; 2026Q1: 108,597 shares 108,597 $3.67M 0.06% +64,311 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,085 shares; 2024Q4: 68,289 shares; 2025Q1: 70,797 shares; 2025Q2: 76,119 shares; 2025Q3: 75,691 shares; 2025Q4: 74,958 shares; 2026Q1: 77,422 shares 77,422 $3.64M 0.06% +2,464 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,615 shares; 2024Q4: 160,533 shares; 2025Q1: 125,608 shares; 2025Q2: 124,275 shares; 2025Q3: 102,265 shares; 2025Q4: 109,972 shares; 2026Q1: 158,308 shares 158,308 $3.63M 0.06% +48,336 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,349 shares; 2024Q4: 24,742 shares; 2025Q1: 25,497 shares; 2025Q2: 28,172 shares; 2025Q3: 32,891 shares; 2025Q4: 65,466 shares; 2026Q1: 71,295 shares 71,295 $3.63M 0.06% +5,829 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,890 shares; 2024Q4: 100,117 shares; 2025Q1: 91,026 shares; 2025Q2: 104,497 shares; 2025Q3: 115,141 shares; 2025Q4: 125,297 shares; 2026Q1: 146,673 shares 146,673 $3.63M 0.06% +21,376 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,263 shares; 2024Q4: 17,058 shares; 2025Q1: 16,051 shares; 2025Q2: 16,162 shares; 2025Q3: 13,926 shares; 2025Q4: 12,633 shares; 2026Q1: 67,023 shares 67,023 $3.62M 0.06% +54,390 Timeline FTCE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,550 shares; 2026Q1: 153,172 shares 153,172 $3.62M 0.06% +139,622 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; 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; 2026Q1: 24,440 shares 24,440 $3.6M 0.06% -5,646 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,037 shares; 2024Q4: 169,508 shares; 2025Q1: 173,909 shares; 2025Q2: 177,521 shares; 2025Q3: 180,208 shares; 2025Q4: 145,901 shares; 2026Q1: 142,894 shares 142,894 $3.58M 0.06% -3,007 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,970 shares; 2024Q4: 33,653 shares; 2025Q1: 21,012 shares; 2025Q2: 19,247 shares; 2025Q3: 20,899 shares; 2025Q4: 21,068 shares; 2026Q1: 120,237 shares 120,237 $3.58M 0.06% +99,169 Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,870 shares 26,870 $3.58M 0.06% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 7,379 shares; 2025Q2: 8,108 shares; 2025Q3: 8,140 shares; 2025Q4: 8,779 shares; 2026Q1: 39,610 shares 39,610 $3.57M 0.06% +30,831 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,219 shares; 2024Q4: 40,579 shares; 2025Q1: 38,324 shares; 2025Q2: 40,602 shares; 2025Q3: 31,545 shares; 2025Q4: 32,202 shares; 2026Q1: 83,953 shares 83,953 $3.56M 0.05% +51,751 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; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 100 shares; 2025Q1: 23,303 shares; 2025Q2: 23,724 shares; 2025Q3: 24,825 shares; 2025Q4: 29,113 shares; 2026Q1: 33,935 shares 33,935 $3.52M 0.05% +4,822 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,161 shares; 2024Q4: 46,684 shares; 2025Q1: 77,017 shares; 2025Q2: 98,714 shares; 2025Q3: 53,244 shares; 2025Q4: 53,173 shares; 2026Q1: 49,835 shares 49,835 $3.51M 0.05% -3,338 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,198 shares; 2024Q4: 26,900 shares; 2025Q1: 19,786 shares; 2025Q2: 19,843 shares; 2025Q3: 19,224 shares; 2025Q4: 17,646 shares; 2026Q1: 42,560 shares 42,560 $3.49M 0.05% +24,914 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 35,278 shares; 2025Q2: 42,877 shares; 2025Q3: 52,255 shares; 2025Q4: 70,637 shares; 2026Q1: 110,130 shares 110,130 $3.48M 0.05% +39,493 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; 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; 2026Q1: 149,092 shares 149,092 $3.46M 0.05% +18,794 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 10,222 shares; 2025Q1: 10,791 shares; 2025Q2: 11,929 shares; 2025Q3: 15,287 shares; 2025Q4: 19,628 shares; 2026Q1: 120,381 shares 120,381 $3.46M 0.05% +100,753 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,595 shares; 2025Q1: 14,595 shares; 2025Q2: 14,616 shares; 2025Q3: 15,992 shares; 2025Q4: 29,375 shares; 2026Q1: 42,886 shares 42,886 $3.43M 0.05% +13,511 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 24,417 shares; 2025Q2: 31,072 shares; 2025Q3: 34,151 shares; 2025Q4: 34,308 shares; 2026Q1: 39,662 shares 39,662 $3.43M 0.05% +5,354 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 8,210 shares; 2025Q1: 8,302 shares; 2025Q2: 8,857 shares; 2025Q3: 9,205 shares; 2025Q4: 9,161 shares; 2026Q1: 39,340 shares 39,340 $3.42M 0.05% +30,179 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,550 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 113,951 shares 113,951 $3.4M 0.05% +113,651 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; 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; 2026Q1: 167,459 shares 167,459 $3.4M 0.05% +13,274 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; 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; 2026Q1: 55,401 shares 55,401 $3.39M 0.05% -12,292 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 3,103 shares; 2025Q1: 3,308 shares; 2025Q2: 11,982 shares; 2025Q3: 13,633 shares; 2025Q4: 14,640 shares; 2026Q1: 35,937 shares 35,937 $3.39M 0.05% +21,297 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; 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; 2026Q1: 137,538 shares 137,538 $3.37M 0.05% +8,132 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 22,415 shares; 2025Q1: 21,251 shares; 2025Q2: 21,556 shares; 2025Q3: 21,384 shares; 2025Q4: 22,744 shares; 2026Q1: 36,312 shares 36,312 $3.37M 0.05% +13,568 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; 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; 2026Q1: 137,309 shares 137,309 $3.37M 0.05% +8,003 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; 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; 2026Q1: 142,794 shares 142,794 $3.35M 0.05% +8,246 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,523 shares; 2024Q4: 120,632 shares; 2025Q1: 149,978 shares; 2025Q2: 151,956 shares; 2025Q3: 160,940 shares; 2025Q4: 129,697 shares; 2026Q1: 172,914 shares 172,914 $3.34M 0.05% +43,217 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,987 shares; 2025Q1: 7,373 shares; 2025Q2: 7,304 shares; 2025Q3: 7,156 shares; 2025Q4: 19,521 shares; 2026Q1: 23,884 shares 23,884 $3.33M 0.05% +4,363 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; 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; 2026Q1: 94,410 shares 94,410 $3.33M 0.05% +26,393 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,462 shares; 2025Q1: 5,038 shares; 2025Q2: 5,348 shares; 2025Q3: 59,853 shares; 2025Q4: 61,230 shares; 2026Q1: 81,622 shares 81,622 $3.31M 0.05% +20,392 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; 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; 2026Q1: 25,775 shares 25,775 $3.31M 0.05% +12,260 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,846 shares 117,846 $3.27M 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,558 shares; 2025Q1: 6,394 shares; 2025Q2: 4,892 shares; 2025Q3: 7,597 shares; 2025Q4: 7,835 shares; 2026Q1: 16,371 shares 16,371 $3.26M 0.05% +8,536 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; 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; 2026Q1: 136,753 shares 136,753 $3.24M 0.05% +8,889 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,737 shares; 2024Q4: 54,260 shares; 2025Q1: 52,345 shares; 2025Q2: 50,008 shares; 2025Q3: 3,799 shares; 2025Q4: 24,608 shares; 2026Q1: 26,923 shares 26,923 $3.19M 0.05% +2,315 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; 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; 2026Q1: 66,953 shares 66,953 $3.19M 0.05% +20,549 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; 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; 2026Q1: 50,488 shares 50,488 $3.18M 0.05% +10,332 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; 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; 2026Q1: 98,933 shares 98,933 $3.17M 0.05% -358 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,721 shares; 2025Q2: 138,582 shares; 2025Q3: 137,840 shares; 2025Q4: 119,765 shares; 2026Q1: 124,706 shares 124,706 $3.17M 0.05% +4,941 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; 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; 2026Q1: 52,185 shares 52,185 $3.16M 0.05% +19,240 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; 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; 2026Q1: 109,127 shares 109,127 $3.13M 0.05% +12,361 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; 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; 2026Q1: 121,367 shares 121,367 $3.12M 0.05% +44,328 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 1,756 shares; 2025Q1: 1,537 shares; 2025Q2: 1,441 shares; 2025Q3: 1,012 shares; 2025Q4: 9,959 shares; 2026Q1: 9,559 shares 9,559 $3.12M 0.05% -400 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,283 shares; 2025Q1: 4,363 shares; 2025Q2: 4,341 shares; 2025Q3: 4,452 shares; 2025Q4: 4,583 shares; 2026Q1: 5,651 shares 5,651 $3.1M 0.05% +1,068 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 29,307 shares; 2025Q1: 75,628 shares; 2025Q2: 74,257 shares; 2025Q3: 100,641 shares; 2025Q4: 110,485 shares; 2026Q1: 87,186 shares 87,186 $3.09M 0.05% -23,299 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,978 shares; 2024Q4: 22,442 shares; 2025Q1: 21,512 shares; 2025Q2: 17,516 shares; 2025Q3: 18,505 shares; 2025Q4: 18,430 shares; 2026Q1: 31,965 shares 31,965 $3.08M 0.05% +13,535 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 4,681 shares; 2025Q1: 5,172 shares; 2025Q2: 10,525 shares; 2025Q3: 10,634 shares; 2025Q4: 10,490 shares; 2026Q1: 52,127 shares 52,127 $3.08M 0.05% +41,637 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,357 shares; 2025Q1: 5,269 shares; 2025Q2: 5,221 shares; 2025Q3: 5,267 shares; 2025Q4: 6,118 shares; 2026Q1: 8,658 shares 8,658 $3.05M 0.05% +2,540 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; 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; 2026Q1: 118,761 shares 118,761 $3.04M 0.05% -77,925 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,341 shares; 2024Q4: 37,874 shares; 2025Q1: 36,091 shares; 2025Q2: 32,953 shares; 2025Q3: 31,440 shares; 2025Q4: 35,286 shares; 2026Q1: 68,872 shares 68,872 $3.04M 0.05% +33,586 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 25,839 shares; 2025Q1: 30,501 shares; 2025Q2: 45,522 shares; 2025Q3: 63,748 shares; 2025Q4: 66,017 shares; 2026Q1: 69,530 shares 69,530 $3.04M 0.05% +3,513 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,124 shares 51,124 $3.03M 0.05% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 9,536 shares; 2025Q1: 13,766 shares; 2025Q2: 29,108 shares; 2025Q3: 30,841 shares; 2025Q4: 29,151 shares; 2026Q1: 40,388 shares 40,388 $3.03M 0.05% +11,237 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 23,962 shares; 2025Q1: 24,199 shares; 2025Q2: 22,807 shares; 2025Q3: 25,008 shares; 2025Q4: 24,339 shares; 2026Q1: 25,052 shares 25,052 $3.03M 0.05% +713 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 11,672 shares; 2025Q1: 11,478 shares; 2025Q2: 14,933 shares; 2025Q3: 15,611 shares; 2025Q4: 17,568 shares; 2026Q1: 36,166 shares 36,166 $3.02M 0.05% +18,598 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,182 shares; 2026Q1: 113,373 shares 113,373 $3.01M 0.05% +24,191 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,255 shares; 2024Q4: 47,737 shares; 2025Q1: 41,772 shares; 2025Q2: 42,056 shares; 2025Q3: 44,311 shares; 2025Q4: 49,641 shares; 2026Q1: 69,287 shares 69,287 $3.01M 0.05% +19,646 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,220 shares; 2024Q4: 164,521 shares; 2025Q1: 152,066 shares; 2025Q2: 148,556 shares; 2025Q3: 159,504 shares; 2025Q4: 157,398 shares; 2026Q1: 260,456 shares 260,456 $3.01M 0.05% +103,058 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 94,913 shares; 2025Q4: 107,399 shares; 2026Q1: 121,019 shares 121,019 $3M 0.05% +13,620 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 8,180 shares; 2025Q1: 8,512 shares; 2025Q2: 7,878 shares; 2025Q3: 8,224 shares; 2025Q4: 7,473 shares; 2026Q1: 24,641 shares 24,641 $2.99M 0.05% +17,168 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; 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; 2026Q1: 51,693 shares 51,693 $2.98M 0.05% -7,306 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 20,918 shares; 2025Q1: 20,909 shares; 2025Q2: 184,668 shares; 2025Q3: 88,525 shares; 2025Q4: 71,140 shares; 2026Q1: 74,763 shares 74,763 $2.98M 0.05% +3,623 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 32,344 shares; 2025Q1: 35,549 shares; 2025Q2: 45,167 shares; 2025Q3: 44,984 shares; 2025Q4: 44,543 shares; 2026Q1: 46,133 shares 46,133 $2.97M 0.05% +1,590 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; 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; 2026Q1: 47,766 shares 47,766 $2.97M 0.05% +13,945 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,781 shares; 2024Q4: 62,122 shares; 2025Q1: 35,859 shares; 2025Q2: 35,890 shares; 2025Q3: 37,300 shares; 2025Q4: 78,574 shares; 2026Q1: 129,551 shares 129,551 $2.97M 0.05% +50,977 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; 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; 2026Q1: 275,461 shares 275,461 $2.96M 0.05% +35,964 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,414 shares; 2024Q4: 41,356 shares; 2025Q1: 43,661 shares; 2025Q2: 49,609 shares; 2025Q3: 53,129 shares; 2025Q4: 60,062 shares; 2026Q1: 97,291 shares 97,291 $2.95M 0.05% +37,229 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,104 shares; 2024Q4: 22,152 shares; 2025Q1: 21,309 shares; 2025Q2: 37,116 shares; 2025Q3: 45,252 shares; 2025Q4: 55,810 shares; 2026Q1: 73,478 shares 73,478 $2.95M 0.05% +17,668 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; 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; 2026Q1: 65,046 shares 65,046 $2.92M 0.05% +15,549 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; 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; 2026Q1: 79,223 shares 79,223 $2.92M 0.05% -3,691 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,498 shares; 2025Q1: 6,799 shares; 2025Q2: 2,307 shares; 2025Q3: 1,920 shares; 2025Q4: 592 shares; 2026Q1: 68,574 shares 68,574 $2.91M 0.04% +67,982 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; 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; 2026Q1: 147,240 shares 147,240 $2.91M 0.04% +17,298 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,420 shares; 2025Q1: 5,560 shares; 2025Q2: 5,808 shares; 2025Q3: 6,010 shares; 2025Q4: 6,014 shares; 2026Q1: 9,614 shares 9,614 $2.91M 0.04% +3,600 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 6,276 shares; 2025Q1: 5,815 shares; 2025Q2: 9,653 shares; 2025Q3: 10,430 shares; 2025Q4: 17,957 shares; 2026Q1: 27,344 shares 27,344 $2.9M 0.04% +9,387 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,717 shares; 2024Q4: 99,211 shares; 2025Q1: 250,423 shares; 2025Q2: 340,758 shares; 2025Q3: 356,002 shares; 2025Q4: 376,866 shares; 2026Q1: 85,700 shares 85,700 $2.89M 0.04% -291,166 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,334 shares; 2024Q4: 65,966 shares; 2025Q1: 26,427 shares; 2025Q2: 41,053 shares; 2025Q3: 43,985 shares; 2025Q4: 42,412 shares; 2026Q1: 38,806 shares 38,806 $2.89M 0.04% -3,606 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 39,910 shares; 2025Q3: 41,902 shares; 2025Q4: 43,750 shares; 2026Q1: 44,966 shares 44,966 $2.87M 0.04% +1,216 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares 4 $2.87M 0.04% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,207 shares; 2024Q4: 34,857 shares; 2025Q1: 56,366 shares; 2025Q2: 59,358 shares; 2025Q3: 59,024 shares; 2025Q4: 71,435 shares; 2026Q1: 80,732 shares 80,732 $2.86M 0.04% +9,297 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; 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; 2026Q1: 77,772 shares 77,772 $2.86M 0.04% +9,244 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,691 shares; 2024Q4: 56,559 shares; 2025Q1: 50,065 shares; 2025Q2: 47,131 shares; 2025Q3: 44,403 shares; 2025Q4: 44,394 shares; 2026Q1: 49,351 shares 49,351 $2.79M 0.04% +4,957 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 66,899 shares 66,899 $2.79M 0.04% +66,521 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; 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; 2026Q1: 52,198 shares 52,198 $2.79M 0.04% +9,040 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,187 shares; 2025Q1: 3,254 shares; 2025Q2: 1,387 shares; 2025Q3: 1,616 shares; 2025Q4: 14,312 shares; 2026Q1: 17,774 shares 17,774 $2.76M 0.04% +3,462 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,891 shares 18,891 $2.74M 0.04% +9,896 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,426 shares; 2025Q1: 1,822 shares; 2025Q2: 1,528 shares; 2025Q3: 2,039 shares; 2025Q4: 5,079 shares; 2026Q1: 16,221 shares 16,221 $2.74M 0.04% +11,142 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,928 shares; 2024Q4: 68,241 shares; 2025Q1: 64,189 shares; 2025Q2: 69,790 shares; 2025Q3: 58,830 shares; 2025Q4: 56,151 shares; 2026Q1: 81,574 shares 81,574 $2.74M 0.04% +25,423 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; 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; 2026Q1: 86,950 shares 86,950 $2.74M 0.04% -4,469 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; 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; 2026Q1: 28,253 shares 28,253 $2.73M 0.04% +6,413 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; 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; 2026Q1: 34,243 shares 34,243 $2.72M 0.04% +11,768 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,652 shares; 2025Q1: 4,272 shares; 2025Q2: 4,482 shares; 2025Q3: 4,515 shares; 2025Q4: 14,080 shares; 2026Q1: 16,960 shares 16,960 $2.71M 0.04% +2,880 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,453 shares; 2025Q1: 9,298 shares; 2025Q2: 9,329 shares; 2025Q3: 9,320 shares; 2025Q4: 7,635 shares; 2026Q1: 11,125 shares 11,125 $2.7M 0.04% +3,490 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,507 shares; 2024Q4: 52,323 shares; 2025Q1: 53,594 shares; 2025Q2: 55,620 shares; 2025Q3: 57,036 shares; 2025Q4: 56,669 shares; 2026Q1: 59,337 shares 59,337 $2.7M 0.04% +2,668 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 6,252 shares; 2025Q1: 3,039 shares; 2025Q2: 3,001 shares; 2025Q3: 3,037 shares; 2025Q4: 2,583 shares; 2026Q1: 29,787 shares 29,787 $2.7M 0.04% +27,204 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 51,857 shares 51,857 $2.7M 0.04% +25,340 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 114 shares; 2025Q3: 7,601 shares; 2025Q4: 10,884 shares; 2026Q1: 93,411 shares 93,411 $2.69M 0.04% +82,527 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; 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; 2026Q1: 58,203 shares 58,203 $2.69M 0.04% +21,915 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,426 shares; 2024Q4: 21,864 shares; 2025Q1: 17,088 shares; 2025Q2: 16,393 shares; 2025Q3: 11,148 shares; 2025Q4: 10,847 shares; 2026Q1: 25,249 shares 25,249 $2.68M 0.04% +14,402 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,066 shares; 2025Q1: 2,343 shares; 2025Q2: 3,131 shares; 2025Q3: 4,835 shares; 2025Q4: 5,912 shares; 2026Q1: 33,177 shares 33,177 $2.64M 0.04% +27,265 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,512 shares; 2024Q4: 46,137 shares; 2025Q1: 43,277 shares; 2025Q2: 27,886 shares; 2025Q3: 62,436 shares; 2025Q4: 74,966 shares; 2026Q1: 97,143 shares 97,143 $2.64M 0.04% +22,177 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; 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; 2026Q1: 57,829 shares 57,829 $2.62M 0.04% +4,268 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,467 shares; 2025Q1: 1,337 shares; 2025Q2: 1,185 shares; 2025Q3: 1,176 shares; 2025Q4: 1,152 shares; 2026Q1: 2,921 shares 2,921 $2.62M 0.04% +1,769 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; 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; 2026Q1: 510,519 shares 510,519 $2.6M 0.04% +86,566 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; 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; 2026Q1: 83,003 shares 83,003 $2.59M 0.04% +728 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 596 shares; 2025Q3: 2,383 shares; 2025Q4: 15,171 shares; 2026Q1: 72,991 shares 72,991 $2.59M 0.04% +57,820 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 2,037 shares; 2025Q1: 1,978 shares; 2025Q2: 2,218 shares; 2025Q3: 2,228 shares; 2025Q4: 2,113 shares; 2026Q1: 7,134 shares 7,134 $2.56M 0.04% +5,021 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,772 shares; 2025Q1: 4,670 shares; 2025Q2: 4,755 shares; 2025Q3: 4,748 shares; 2025Q4: 4,344 shares; 2026Q1: 10,455 shares 10,455 $2.55M 0.04% +6,111 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,592 shares; 2025Q1: 4,651 shares; 2025Q2: 3,637 shares; 2025Q3: 4,427 shares; 2025Q4: 4,580 shares; 2026Q1: 25,350 shares 25,350 $2.55M 0.04% +20,770 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; 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; 2026Q1: 70,179 shares 70,179 $2.55M 0.04% +20,650 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 2,169 shares; 2025Q2: 26,306 shares; 2025Q3: 26,306 shares; 2025Q4: 86,854 shares; 2026Q1: 93,645 shares 93,645 $2.54M 0.04% +6,791 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,599 shares; 2024Q4: 27,041 shares; 2025Q1: 27,412 shares; 2025Q2: 27,898 shares; 2025Q3: 29,016 shares; 2025Q4: 30,182 shares; 2026Q1: 31,158 shares 31,158 $2.54M 0.04% +976 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; 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; 2026Q1: 33,208 shares 33,208 $2.53M 0.04% +4,388 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,598 shares; 2024Q4: 35,446 shares; 2025Q1: 36,248 shares; 2025Q2: 78,865 shares; 2025Q3: 57,379 shares; 2025Q4: 69,634 shares; 2026Q1: 98,499 shares 98,499 $2.52M 0.04% +28,865 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; 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; 2026Q1: 30,769 shares 30,769 $2.5M 0.04% +4,428 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; 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; 2026Q1: 13,675 shares 13,675 $2.49M 0.04% -6,444 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,917 shares; 2025Q1: 20,267 shares; 2025Q2: 19,622 shares; 2025Q3: 19,551 shares; 2025Q4: 20,988 shares; 2026Q1: 25,702 shares 25,702 $2.49M 0.04% +4,714 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; 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; 2026Q1: 58,208 shares 58,208 $2.46M 0.04% +4,438 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; 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; 2026Q1: 27,611 shares 27,611 $2.45M 0.04% +5,096 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 650 shares; 2025Q2: 644 shares; 2025Q3: 755 shares; 2025Q4: 1,017 shares; 2026Q1: 19,151 shares 19,151 $2.45M 0.04% +18,134 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,397 shares; 2024Q4: 37,437 shares; 2025Q1: 37,437 shares; 2025Q2: 36,665 shares; 2025Q3: 36,772 shares; 2025Q4: 34,392 shares; 2026Q1: 55,236 shares 55,236 $2.43M 0.04% +20,844 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,112 shares; 2024Q4: 24,299 shares; 2025Q1: 27,773 shares; 2025Q2: 30,920 shares; 2025Q3: 39,949 shares; 2025Q4: 45,385 shares; 2026Q1: 55,864 shares 55,864 $2.43M 0.04% +10,479 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,601 shares; 2024Q4: 30,601 shares; 2025Q1: 30,601 shares; 2025Q2: 30,601 shares; 2025Q3: 30,601 shares; 2025Q4: 30,601 shares; 2026Q1: 30,950 shares 30,950 $2.43M 0.04% +349 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; 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; 2026Q1: 5,559 shares 5,559 $2.41M 0.04% -292 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,203 shares; 2025Q1: 2,618 shares; 2025Q2: 5,631 shares; 2025Q3: 5,754 shares; 2025Q4: 5,184 shares; 2026Q1: 11,567 shares 11,567 $2.41M 0.04% +6,383 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; 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; 2026Q1: 99,143 shares 99,143 $2.41M 0.04% -26,421 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,674 shares; 2024Q4: 43,504 shares; 2025Q1: 42,938 shares; 2025Q2: 39,088 shares; 2025Q3: 38,062 shares; 2025Q4: 39,046 shares; 2026Q1: 92,942 shares 92,942 $2.4M 0.04% +53,896 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; 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; 2026Q1: 28,159 shares 28,159 $2.4M 0.04% +5,044 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; 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; 2026Q1: 48,112 shares 48,112 $2.39M 0.04% +6,281 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; 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; 2026Q1: 80,512 shares 80,512 $2.39M 0.04% +18,113 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,388 shares; 2025Q2: 1,274 shares; 2025Q3: 1,309 shares; 2025Q4: 21,222 shares; 2026Q1: 23,277 shares 23,277 $2.38M 0.04% +2,055 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,187 shares; 2024Q4: 28,538 shares; 2025Q1: 25,480 shares; 2025Q2: 25,606 shares; 2025Q3: 25,659 shares; 2025Q4: 26,050 shares; 2026Q1: 55,802 shares 55,802 $2.37M 0.04% +29,752 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 10,948 shares; 2025Q1: 16,373 shares; 2025Q2: 4,418 shares; 2025Q3: 5,971 shares; 2025Q4: 20,721 shares; 2026Q1: 71,246 shares 71,246 $2.36M 0.04% +50,525 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; 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; 2026Q1: 65,066 shares 65,066 $2.35M 0.04% +774 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,601 shares; 2024Q4: 12,624 shares; 2025Q1: 12,318 shares; 2025Q2: 12,199 shares; 2025Q3: 29,566 shares; 2025Q4: 28,735 shares; 2026Q1: 46,237 shares 46,237 $2.34M 0.04% +17,502 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,440 shares; 2024Q4: 49,740 shares; 2025Q1: 49,458 shares; 2025Q2: 74,242 shares; 2025Q3: 63,907 shares; 2025Q4: 63,859 shares; 2026Q1: 58,763 shares 58,763 $2.34M 0.04% -5,096 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,412 shares; 2024Q4: 25,456 shares; 2025Q1: 26,846 shares; 2025Q2: 32,674 shares; 2025Q3: 34,198 shares; 2025Q4: 34,082 shares; 2026Q1: 44,384 shares 44,384 $2.33M 0.04% +10,302 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,243 shares 124,243 $2.33M 0.04% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 12,507 shares; 2025Q1: 11,868 shares; 2025Q2: 11,953 shares; 2025Q3: 11,780 shares; 2025Q4: 11,270 shares; 2026Q1: 23,544 shares 23,544 $2.32M 0.04% +12,274 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,233 shares; 2025Q1: 4,372 shares; 2025Q2: 4,377 shares; 2025Q3: 4,340 shares; 2025Q4: 4,306 shares; 2026Q1: 24,136 shares 24,136 $2.32M 0.04% +19,830 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,629 shares; 2025Q1: 6,500 shares; 2025Q2: 6,846 shares; 2025Q3: 7,505 shares; 2025Q4: 18,537 shares; 2026Q1: 21,009 shares 21,009 $2.3M 0.04% +2,472 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,070 shares; 2024Q4: 28,659 shares; 2025Q1: 35,959 shares; 2025Q2: 43,913 shares; 2025Q3: 46,429 shares; 2025Q4: 53,465 shares; 2026Q1: 89,285 shares 89,285 $2.3M 0.04% +35,820 Timeline BANK FIRST CORPORATION COM BANK FIRST CORPORATION COM More: the full row for BANK FIRST CORPORATION COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,049 shares 17,049 $2.3M 0.04% new DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 9,438 shares; 2025Q1: 8,458 shares; 2025Q2: 5,113 shares; 2025Q3: 4,892 shares; 2025Q4: 4,891 shares; 2026Q1: 34,551 shares 34,551 $2.3M 0.04% +29,660 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; 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; 2026Q1: 32,072 shares 32,072 $2.26M 0.03% +2,339 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,277 shares; 2025Q1: 1,284 shares; 2025Q2: 1,133 shares; 2025Q3: 7,836 shares; 2025Q4: 1,176 shares; 2026Q1: 5,680 shares 5,680 $2.23M 0.03% +4,504 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,177 shares 31,177 $2.22M 0.03% -14,339 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 13,191 shares; 2025Q1: 8,722 shares; 2025Q2: 8,249 shares; 2025Q3: 8,856 shares; 2025Q4: 8,504 shares; 2026Q1: 20,305 shares 20,305 $2.22M 0.03% +11,801 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 4,397 shares; 2025Q1: 4,115 shares; 2025Q2: 4,237 shares; 2025Q3: 4,517 shares; 2025Q4: 4,593 shares; 2026Q1: 12,461 shares 12,461 $2.22M 0.03% +7,868 Timeline FCEF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 3,890 shares; 2025Q3: 15,720 shares; 2025Q4: 32,210 shares; 2026Q1: 98,049 shares 98,049 $2.21M 0.03% +65,839 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,614 shares 10,614 $2.21M 0.03% +1,174 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,411 shares; 2024Q4: 45,965 shares; 2025Q1: 49,723 shares; 2025Q2: 50,277 shares; 2025Q3: 53,751 shares; 2025Q4: 58,728 shares; 2026Q1: 60,588 shares 60,588 $2.21M 0.03% +1,860 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 20,515 shares; 2025Q1: 25,963 shares; 2025Q2: 20,605 shares; 2025Q3: 22,281 shares; 2025Q4: 23,108 shares; 2026Q1: 25,050 shares 25,050 $2.2M 0.03% +1,942 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,957 shares; 2024Q4: 88,793 shares; 2025Q1: 40,172 shares; 2025Q2: 50,007 shares; 2025Q3: 38,458 shares; 2025Q4: 16,033 shares; 2026Q1: 53,818 shares 53,818 $2.2M 0.03% +37,785 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,531 shares; 2025Q1: 1,691 shares; 2025Q2: 1,718 shares; 2025Q3: 4,274 shares; 2025Q4: 3,513 shares; 2026Q1: 6,341 shares 6,341 $2.19M 0.03% +2,828 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 21,027 shares; 2025Q1: 31,566 shares; 2025Q2: 43,657 shares; 2025Q3: 51,725 shares; 2025Q4: 52,237 shares; 2026Q1: 194,806 shares 194,806 $2.19M 0.03% +142,569 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,664 shares; 2025Q1: 5,852 shares; 2025Q2: 5,206 shares; 2025Q3: 6,364 shares; 2025Q4: 7,348 shares; 2026Q1: 19,004 shares 19,004 $2.16M 0.03% +11,656 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,694 shares; 2024Q4: 85,000 shares; 2025Q1: 50,177 shares; 2025Q2: 47,513 shares; 2025Q3: 33,283 shares; 2025Q4: 26,575 shares; 2026Q1: 53,128 shares 53,128 $2.14M 0.03% +26,553 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,874 shares 10,874 $2.14M 0.03% new 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; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 8,590 shares; 2025Q3: 8,628 shares; 2025Q4: 8,628 shares; 2026Q1: 8,041 shares 8,041 $2.14M 0.03% -587 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; 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; 2026Q1: 80,757 shares 80,757 $2.12M 0.03% +16,336 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,517 shares; 2025Q1: 3,748 shares; 2025Q2: 3,755 shares; 2025Q3: 3,234 shares; 2025Q4: 3,228 shares; 2026Q1: 10,220 shares 10,220 $2.12M 0.03% +6,992 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 14,074 shares; 2025Q1: 13,505 shares; 2025Q2: 12,784 shares; 2025Q3: 12,749 shares; 2025Q4: 15,044 shares; 2026Q1: 23,637 shares 23,637 $2.12M 0.03% +8,593 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 9,917 shares; 2025Q1: 9,025 shares; 2025Q2: 9,365 shares; 2025Q3: 9,394 shares; 2025Q4: 9,914 shares; 2026Q1: 16,075 shares 16,075 $2.11M 0.03% +6,161 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 35,327 shares; 2025Q1: 30,690 shares; 2025Q2: 47,397 shares; 2025Q3: 32,614 shares; 2025Q4: 74,322 shares; 2026Q1: 79,985 shares 79,985 $2.1M 0.03% +5,663 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 6,685 shares; 2025Q1: 6,634 shares; 2025Q2: 6,587 shares; 2025Q3: 6,878 shares; 2025Q4: 6,661 shares; 2026Q1: 21,629 shares 21,629 $2.1M 0.03% +14,968 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; 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; 2026Q1: 68,199 shares 68,199 $2.09M 0.03% +7,989 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 2,833 shares; 2025Q1: 3,010 shares; 2025Q2: 2,990 shares; 2025Q3: 3,338 shares; 2025Q4: 9,579 shares; 2026Q1: 10,754 shares 10,754 $2.09M 0.03% +1,175 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,937 shares; 2024Q4: 17,312 shares; 2025Q1: 55,400 shares; 2025Q2: 58,665 shares; 2025Q3: 46,606 shares; 2025Q4: 40,538 shares; 2026Q1: 61,995 shares 61,995 $2.08M 0.03% +21,457 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 9,325 shares; 2025Q1: 9,632 shares; 2025Q2: 8,697 shares; 2025Q3: 9,606 shares; 2025Q4: 9,369 shares; 2026Q1: 16,111 shares 16,111 $2.07M 0.03% +6,742 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 579 shares; 2025Q1: 14,717 shares; 2025Q2: 15,881 shares; 2025Q3: 17,791 shares; 2025Q4: 18,783 shares; 2026Q1: 21,872 shares 21,872 $2.07M 0.03% +3,089 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 33,957 shares 33,957 $2.07M 0.03% +33,901 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 9,415 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,175 shares; 2025Q4: 9,583 shares; 2026Q1: 15,709 shares 15,709 $2.06M 0.03% +6,126 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,349 shares 13,349 $2.05M 0.03% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,082 shares; 2025Q1: 23,041 shares; 2025Q2: 25,298 shares; 2025Q3: 30,468 shares; 2025Q4: 32,496 shares; 2026Q1: 38,373 shares 38,373 $2.05M 0.03% +5,877 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 926 shares; 2025Q1: 959 shares; 2025Q2: 550 shares; 2025Q3: 551 shares; 2025Q4: 579 shares; 2026Q1: 17,288 shares 17,288 $2.05M 0.03% +16,709 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 442 shares; 2025Q1: 397 shares; 2025Q2: 453 shares; 2025Q3: 625 shares; 2025Q4: 685 shares; 2026Q1: 1,547 shares 1,547 $2.04M 0.03% +862 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,827 shares; 2024Q4: 13,575 shares; 2025Q1: 16,612 shares; 2025Q2: 29,776 shares; 2025Q3: 35,251 shares; 2025Q4: 23,131 shares; 2026Q1: 28,321 shares 28,321 $2.04M 0.03% +5,190 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,050 shares; 2025Q3: 3,077 shares; 2025Q4: 3,276 shares; 2026Q1: 4,124 shares 4,124 $2.03M 0.03% +848 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 15,730 shares; 2025Q3: 32,505 shares; 2025Q4: 63,870 shares; 2026Q1: 78,053 shares 78,053 $2M 0.03% +14,183 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 97,825 shares; 2025Q1: 99,735 shares; 2025Q2: 309,329 shares; 2025Q3: 55,426 shares; 2025Q4: 50,123 shares; 2026Q1: 46,609 shares 46,609 $1.98M 0.03% -3,514 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 2,274 shares; 2025Q1: 3,742 shares; 2025Q2: 8,991 shares; 2025Q3: 13,663 shares; 2025Q4: 15,013 shares; 2026Q1: 17,009 shares 17,009 $1.98M 0.03% +1,996 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 48,569 shares; 2025Q1: 38,752 shares; 2025Q2: 38,747 shares; 2025Q3: 36,077 shares; 2025Q4: 35,321 shares; 2026Q1: 54,117 shares 54,117 $1.97M 0.03% +18,796 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,857 shares; 2025Q1: 6,553 shares; 2025Q2: 6,350 shares; 2025Q3: 7,150 shares; 2025Q4: 7,117 shares; 2026Q1: 21,210 shares 21,210 $1.97M 0.03% +14,093 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,982 shares; 2024Q4: 70,982 shares; 2025Q1: 39,637 shares; 2025Q2: 53,733 shares; 2025Q3: 56,042 shares; 2025Q4: 59,206 shares; 2026Q1: 50,498 shares 50,498 $1.97M 0.03% -8,708 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,694 shares; 2025Q1: 7,906 shares; 2025Q2: 7,940 shares; 2025Q3: 8,895 shares; 2025Q4: 8,921 shares; 2026Q1: 19,937 shares 19,937 $1.97M 0.03% +11,016 Timeline