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: 79,159 shares; 2024Q4: 81,593 shares; 2025Q1: 79,424 shares; 2025Q2: 80,606 shares; 2025Q3: 83,025 shares; 2025Q4: 82,977 shares; 2026Q1: 84,557 shares 84,557 $50.5M 5.33% +1,580 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: 52,548 shares; 2024Q4: 54,342 shares; 2025Q1: 58,044 shares; 2025Q2: 57,541 shares; 2025Q3: 57,732 shares; 2025Q4: 56,535 shares; 2026Q1: 53,779 shares 53,779 $31M 3.27% -2,756 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: 147,005 shares; 2024Q4: 159,163 shares; 2025Q1: 183,192 shares; 2025Q2: 218,875 shares; 2025Q3: 229,405 shares; 2025Q4: 230,500 shares; 2026Q1: 243,249 shares 243,249 $27.3M 2.87% +12,749 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: 544,628 shares; 2024Q4: 521,370 shares; 2025Q1: 548,219 shares; 2025Q2: 524,375 shares; 2025Q3: 481,341 shares; 2025Q4: 460,502 shares; 2026Q1: 432,895 shares 432,895 $24.5M 2.59% -27,607 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: 278,815 shares; 2024Q4: 306,202 shares; 2025Q1: 354,898 shares; 2025Q2: 389,311 shares; 2025Q3: 414,530 shares; 2025Q4: 524,041 shares; 2026Q1: 650,750 shares 650,750 $22M 2.32% +126,709 Timeline QVOY 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: 844,629 shares; 2024Q4: 813,022 shares; 2025Q1: 855,991 shares; 2025Q2: 814,636 shares; 2025Q3: 806,653 shares; 2025Q4: 765,747 shares; 2026Q1: 765,895 shares 765,895 $21.5M 2.27% +148 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: 34,134 shares; 2024Q4: 41,810 shares; 2025Q1: 36,924 shares; 2025Q2: 111,041 shares; 2025Q3: 134,431 shares; 2025Q4: 169,953 shares; 2026Q1: 410,617 shares 410,617 $18.9M 1.99% +240,664 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: 378,734 shares; 2024Q4: 398,403 shares; 2025Q1: 434,618 shares; 2025Q2: 419,320 shares; 2025Q3: 399,086 shares; 2025Q4: 314,595 shares; 2026Q1: 267,761 shares 267,761 $16.8M 1.77% -46,834 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: 152,393 shares; 2024Q4: 161,567 shares; 2025Q1: 168,859 shares; 2025Q2: 183,232 shares; 2025Q3: 202,451 shares; 2025Q4: 201,365 shares; 2026Q1: 202,760 shares 202,760 $16M 1.69% +1,395 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: 362,258 shares; 2024Q4: 362,782 shares; 2025Q1: 397,325 shares; 2025Q2: 366,447 shares; 2025Q3: 361,174 shares; 2025Q4: 352,975 shares; 2026Q1: 284,878 shares 284,878 $14.5M 1.53% -68,097 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: 140,646 shares; 2024Q4: 142,259 shares; 2025Q1: 166,985 shares; 2025Q2: 161,412 shares; 2025Q3: 159,654 shares; 2025Q4: 170,926 shares; 2026Q1: 148,339 shares 148,339 $14.3M 1.51% -22,587 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: 34,374 shares; 2024Q4: 42,126 shares; 2025Q1: 37,581 shares; 2025Q2: 47,935 shares; 2025Q3: 48,878 shares; 2025Q4: 47,789 shares; 2026Q1: 46,814 shares 46,814 $11.9M 1.25% -975 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: 136,931 shares; 2024Q4: 184,859 shares; 2025Q1: 168,278 shares; 2025Q2: 159,093 shares; 2025Q3: 199,431 shares; 2025Q4: 217,094 shares; 2026Q1: 228,084 shares 228,084 $11.5M 1.22% +10,990 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: 102,639 shares; 2024Q4: 103,495 shares; 2025Q1: 112,869 shares; 2025Q2: 113,678 shares; 2025Q3: 156,957 shares; 2025Q4: 150,199 shares; 2026Q1: 157,213 shares 157,213 $10.7M 1.13% +7,014 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: 6,062 shares; 2024Q4: 63,330 shares; 2025Q1: 64,754 shares; 2025Q2: 150,269 shares; 2025Q3: 217,257 shares; 2025Q4: 314,904 shares; 2026Q1: 365,315 shares 365,315 $10.6M 1.12% +50,411 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: 49,413 shares; 2024Q4: 49,258 shares; 2025Q1: 49,412 shares; 2025Q2: 50,568 shares; 2025Q3: 52,046 shares; 2025Q4: 51,108 shares; 2026Q1: 51,058 shares 51,058 $10.6M 1.12% -50 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: 208,762 shares; 2024Q4: 224,480 shares; 2025Q1: 305,002 shares; 2025Q2: 328,529 shares; 2025Q3: 360,814 shares; 2025Q4: 473,609 shares; 2026Q1: 489,331 shares 489,331 $10.3M 1.08% +15,722 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: 101,304 shares; 2024Q4: 299,149 shares; 2025Q1: 299,513 shares; 2025Q2: 327,062 shares; 2025Q3: 337,857 shares; 2025Q4: 328,036 shares; 2026Q1: 331,938 shares 331,938 $10.2M 1.07% +3,902 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: 9,827 shares; 2024Q4: 25,616 shares; 2025Q1: 44,422 shares; 2025Q2: 389,311 shares; 2025Q3: 273,589 shares; 2025Q4: 396,584 shares; 2026Q1: 409,888 shares 409,888 $10.2M 1.07% +13,304 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: 21,894 shares; 2024Q4: 22,694 shares; 2025Q1: 22,698 shares; 2025Q2: 24,647 shares; 2025Q3: 25,461 shares; 2025Q4: 24,843 shares; 2026Q1: 26,571 shares 26,571 $9.84M 1.04% +1,728 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: 48,479 shares; 2024Q4: 49,351 shares; 2025Q1: 48,691 shares; 2025Q2: 48,527 shares; 2025Q3: 47,516 shares; 2025Q4: 87,489 shares; 2026Q1: 73,855 shares 73,855 $9.82M 1.03% -13,634 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: not reported; 2024Q4: not reported; 2025Q1: 8,248 shares; 2025Q2: 14,277 shares; 2025Q3: 47,872 shares; 2025Q4: 78,818 shares; 2026Q1: 88,116 shares 88,116 $9.76M 1.03% +9,298 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: 98,256 shares; 2024Q4: 101,687 shares; 2025Q1: 117,158 shares; 2025Q2: 138,143 shares; 2025Q3: 193,633 shares; 2025Q4: 233,462 shares; 2026Q1: 242,036 shares 242,036 $9.73M 1.03% +8,574 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: 67,795 shares; 2024Q4: 68,945 shares; 2025Q1: 67,384 shares; 2025Q2: 66,703 shares; 2025Q3: 66,516 shares; 2025Q4: 66,999 shares; 2026Q1: 64,857 shares 64,857 $9.61M 1.01% -2,142 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: 32,910 shares; 2024Q4: 29,558 shares; 2025Q1: 31,804 shares; 2025Q2: 52,102 shares; 2025Q3: 52,128 shares; 2025Q4: 51,054 shares; 2026Q1: 53,111 shares 53,111 $9.26M 0.98% +2,057 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,867 shares; 2025Q2: 76,432 shares; 2025Q3: 105,014 shares; 2025Q4: 294,276 shares; 2026Q1: 249,189 shares 249,189 $8.41M 0.89% -45,087 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: 25,686 shares; 2024Q4: 29,976 shares; 2025Q1: 27,408 shares; 2025Q2: 29,313 shares; 2025Q3: 33,375 shares; 2025Q4: 35,106 shares; 2026Q1: 34,075 shares 34,075 $8.1M 0.85% -1,031 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: 8,014 shares; 2024Q4: 7,624 shares; 2025Q1: 8,787 shares; 2025Q2: 9,971 shares; 2025Q3: 14,885 shares; 2025Q4: 17,798 shares; 2026Q1: 20,715 shares 20,715 $7.94M 0.84% +2,917 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: 94,855 shares; 2024Q4: 98,432 shares; 2025Q1: 92,073 shares; 2025Q2: 88,916 shares; 2025Q3: 112,767 shares; 2025Q4: 137,143 shares; 2026Q1: 163,025 shares 163,025 $7.54M 0.79% +25,882 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: 27,553 shares; 2024Q4: 33,155 shares; 2025Q1: 28,358 shares; 2025Q2: 28,683 shares; 2025Q3: 28,690 shares; 2025Q4: 25,939 shares; 2026Q1: 24,411 shares 24,411 $7.02M 0.74% -1,528 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 1,321 shares; 2025Q1: 1,137 shares; 2025Q2: 6,795 shares; 2025Q3: 7,285 shares; 2025Q4: 5,021 shares; 2026Q1: 26,679 shares 26,679 $6.78M 0.71% +21,658 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: 6,463 shares; 2024Q4: 10,395 shares; 2025Q1: 11,497 shares; 2025Q2: 11,810 shares; 2025Q3: 12,116 shares; 2025Q4: 12,073 shares; 2026Q1: 11,837 shares 11,837 $6.77M 0.71% -236 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: 28,511 shares; 2024Q4: 30,281 shares; 2025Q1: 14,867 shares; 2025Q2: 14,446 shares; 2025Q3: 14,144 shares; 2025Q4: 16,070 shares; 2026Q1: 20,152 shares 20,152 $6.24M 0.66% +4,082 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,104 shares; 2025Q2: 14,209 shares; 2025Q3: 18,107 shares; 2025Q4: 18,206 shares; 2026Q1: 78,996 shares 78,996 $5.6M 0.59% +60,790 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: 163,973 shares; 2024Q4: 175,841 shares; 2025Q1: 178,604 shares; 2025Q2: 201,640 shares; 2025Q3: 220,389 shares; 2025Q4: 214,141 shares; 2026Q1: 216,766 shares 216,766 $5.55M 0.59% +2,625 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,801 shares; 2025Q2: 19,922 shares; 2025Q3: 43,678 shares; 2025Q4: 69,852 shares; 2026Q1: 82,843 shares 82,843 $5.45M 0.57% +12,991 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: 19,305 shares; 2024Q4: 18,417 shares; 2025Q1: 14,858 shares; 2025Q2: 15,613 shares; 2025Q3: 13,924 shares; 2025Q4: 14,223 shares; 2026Q1: 13,994 shares 13,994 $5.2M 0.55% -229 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: 106,727 shares; 2024Q4: 107,717 shares; 2025Q1: 109,795 shares; 2025Q2: 107,640 shares; 2025Q3: 118,476 shares; 2025Q4: 119,417 shares; 2026Q1: 119,153 shares 119,153 $5.2M 0.55% -264 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: 9,390 shares; 2024Q4: 9,496 shares; 2025Q1: 10,128 shares; 2025Q2: 9,995 shares; 2025Q3: 10,193 shares; 2025Q4: 8,268 shares; 2026Q1: 31,394 shares 31,394 $5.14M 0.54% +23,126 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,902 shares; 2025Q4: 217,566 shares; 2026Q1: 219,523 shares 219,523 $5.04M 0.53% +1,957 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,082 shares; 2025Q4: 49,803 shares; 2026Q1: 54,765 shares 54,765 $4.82M 0.51% +4,962 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: 9,857 shares; 2024Q4: 10,151 shares; 2025Q1: 11,267 shares; 2025Q2: 12,422 shares; 2025Q3: 11,737 shares; 2025Q4: 13,479 shares; 2026Q1: 14,954 shares 14,954 $4.8M 0.51% +1,475 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: not reported; 2024Q4: not reported; 2025Q1: 10,022 shares; 2025Q2: 36,137 shares; 2025Q3: 52,091 shares; 2025Q4: 88,692 shares; 2026Q1: 112,309 shares 112,309 $4.78M 0.5% +23,617 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 13,445 shares; 2025Q1: 29,107 shares; 2025Q2: 37,822 shares; 2025Q3: 56,070 shares; 2025Q4: 80,260 shares; 2026Q1: 96,087 shares 96,087 $4.74M 0.5% +15,827 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,683 shares; 2024Q4: 73,961 shares; 2025Q1: 65,031 shares; 2025Q2: 81,137 shares; 2025Q3: 83,883 shares; 2025Q4: 86,136 shares; 2026Q1: 83,033 shares 83,033 $4.53M 0.48% -3,103 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: 16,108 shares; 2024Q4: 16,244 shares; 2025Q1: 17,331 shares; 2025Q2: 17,115 shares; 2025Q3: 16,776 shares; 2025Q4: 16,582 shares; 2026Q1: 15,639 shares 15,639 $4.49M 0.47% -943 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: 253,745 shares; 2024Q4: 255,026 shares; 2025Q1: 268,405 shares; 2025Q2: 243,547 shares; 2025Q3: 155,344 shares; 2025Q4: 130,904 shares; 2026Q1: 148,261 shares 148,261 $4.42M 0.47% +17,357 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,154 shares; 2025Q4: 88,412 shares; 2026Q1: 87,184 shares 87,184 $4.39M 0.46% -1,228 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 9,050 shares; 2025Q1: 10,339 shares; 2025Q2: 28,278 shares; 2025Q3: 29,216 shares; 2025Q4: 30,033 shares; 2026Q1: 30,176 shares 30,176 $4.38M 0.46% +143 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,272 shares; 2024Q4: 39,195 shares; 2025Q1: 31,810 shares; 2025Q2: 32,143 shares; 2025Q3: 36,647 shares; 2025Q4: 109,016 shares; 2026Q1: 110,909 shares 110,909 $4.36M 0.46% +1,893 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: 93,298 shares; 2024Q4: 94,311 shares; 2025Q1: 96,659 shares; 2025Q2: 98,072 shares; 2025Q3: 97,313 shares; 2025Q4: 92,195 shares; 2026Q1: 92,697 shares 92,697 $4.23M 0.45% +502 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,710 shares; 2025Q4: 102,684 shares; 2026Q1: 102,244 shares 102,244 $3.9M 0.41% -440 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: 7,732 shares; 2024Q4: 16,121 shares; 2025Q1: 20,366 shares; 2025Q2: 18,760 shares; 2025Q3: 61,308 shares; 2025Q4: 56,396 shares; 2026Q1: 62,280 shares 62,280 $3.88M 0.41% +5,884 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,939 shares; 2024Q4: 14,981 shares; 2025Q1: 28,019 shares; 2025Q2: 40,264 shares; 2025Q3: 28,830 shares; 2025Q4: 45,561 shares; 2026Q1: 49,925 shares 49,925 $3.78M 0.4% +4,364 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: 46,086 shares; 2024Q4: 47,986 shares; 2025Q1: 40,520 shares; 2025Q2: 41,179 shares; 2025Q3: 41,520 shares; 2025Q4: 41,424 shares; 2026Q1: 42,419 shares 42,419 $3.73M 0.39% +995 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: 130,218 shares; 2024Q4: 155,069 shares; 2025Q1: 89,700 shares; 2025Q2: 91,398 shares; 2025Q3: 88,597 shares; 2025Q4: 83,625 shares; 2026Q1: 84,498 shares 84,498 $3.68M 0.39% +873 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,640 shares; 2026Q1: 70,525 shares 70,525 $3.61M 0.38% +57,885 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 907 shares; 2025Q3: 2,761 shares; 2025Q4: 4,296 shares; 2026Q1: 4,105 shares 4,105 $3.58M 0.38% -191 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: 17,826 shares; 2024Q4: 21,001 shares; 2025Q1: 59,073 shares; 2025Q2: 56,008 shares; 2025Q3: 51,764 shares; 2025Q4: 60,798 shares; 2026Q1: 63,899 shares 63,899 $3.55M 0.37% +3,101 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: 91,021 shares; 2024Q4: 101,100 shares; 2025Q1: 106,525 shares; 2025Q2: 107,700 shares; 2025Q3: 104,114 shares; 2025Q4: 105,987 shares; 2026Q1: 105,411 shares 105,411 $3.52M 0.37% -576 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: 189,283 shares; 2024Q4: 190,792 shares; 2025Q1: 179,170 shares; 2025Q2: 157,860 shares; 2025Q3: 152,893 shares; 2025Q4: 116,822 shares; 2026Q1: 120,237 shares 120,237 $3.49M 0.37% +3,415 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: 10,557 shares; 2024Q4: 14,051 shares; 2025Q1: 13,680 shares; 2025Q2: 45,253 shares; 2025Q3: 62,261 shares; 2025Q4: 68,707 shares; 2026Q1: 87,464 shares 87,464 $3.48M 0.37% +18,757 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: 17,625 shares; 2024Q4: 17,984 shares; 2025Q1: 19,743 shares; 2025Q2: 20,413 shares; 2025Q3: 20,273 shares; 2025Q4: 15,942 shares; 2026Q1: 16,810 shares 16,810 $3.48M 0.37% +868 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: 22,656 shares; 2024Q4: 23,775 shares; 2025Q1: 25,072 shares; 2025Q2: 23,586 shares; 2025Q3: 25,168 shares; 2025Q4: 23,860 shares; 2026Q1: 21,960 shares 21,960 $3.41M 0.36% -1,900 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,971 shares; 2024Q4: 58,030 shares; 2025Q1: 61,747 shares; 2025Q2: 63,048 shares; 2025Q3: 64,958 shares; 2025Q4: 62,204 shares; 2026Q1: 78,584 shares 78,584 $3.29M 0.35% +16,380 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: 15,165 shares; 2024Q4: 14,649 shares; 2025Q1: 13,643 shares; 2025Q2: 11,770 shares; 2025Q3: 12,125 shares; 2025Q4: 11,573 shares; 2026Q1: 10,885 shares 10,885 $3.29M 0.35% -688 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: 8,856 shares; 2024Q4: 8,933 shares; 2025Q1: 9,245 shares; 2025Q2: 9,610 shares; 2025Q3: 8,938 shares; 2025Q4: 7,138 shares; 2026Q1: 6,816 shares 6,816 $3.27M 0.34% -322 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: 4,637 shares; 2024Q4: 4,899 shares; 2025Q1: 26,390 shares; 2025Q2: 32,973 shares; 2025Q3: 33,565 shares; 2025Q4: 31,118 shares; 2026Q1: 26,910 shares 26,910 $3.24M 0.34% -4,208 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: 47,898 shares; 2024Q4: 48,482 shares; 2025Q1: 45,759 shares; 2025Q2: 46,298 shares; 2025Q3: 40,958 shares; 2025Q4: 28,081 shares; 2026Q1: 28,039 shares 28,039 $3.18M 0.34% -42 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: 8,945 shares; 2024Q4: 8,551 shares; 2025Q1: 8,700 shares; 2025Q2: 12,115 shares; 2025Q3: 13,049 shares; 2025Q4: 11,633 shares; 2026Q1: 11,596 shares 11,596 $3.14M 0.33% -37 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,662 shares; 2024Q4: 15,738 shares; 2025Q1: 16,732 shares; 2025Q2: 16,139 shares; 2025Q3: 15,625 shares; 2025Q4: 15,580 shares; 2026Q1: 15,128 shares 15,128 $3.11M 0.33% -452 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,828 shares; 2025Q3: 11,766 shares; 2025Q4: 11,194 shares; 2026Q1: 9,073 shares 9,073 $3.07M 0.32% -2,121 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 4,308 shares; 2025Q1: 3,454 shares; 2025Q2: 4,398 shares; 2025Q3: 4,753 shares; 2025Q4: 5,003 shares; 2026Q1: 4,664 shares 4,664 $3.05M 0.32% -339 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: 47,222 shares; 2024Q4: 50,518 shares; 2025Q1: 40,931 shares; 2025Q2: 55,256 shares; 2025Q3: 54,034 shares; 2025Q4: 56,984 shares; 2026Q1: 54,779 shares 54,779 $3.03M 0.32% -2,205 Timeline PJAN 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: 53,078 shares; 2024Q4: 53,347 shares; 2025Q1: 54,062 shares; 2025Q2: 54,678 shares; 2025Q3: 54,943 shares; 2025Q4: 55,183 shares; 2026Q1: 65,508 shares 65,508 $3.02M 0.32% +10,325 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: 148,923 shares; 2024Q4: 147,527 shares; 2025Q1: 186,984 shares; 2025Q2: 195,806 shares; 2025Q3: 194,104 shares; 2025Q4: 184,480 shares; 2026Q1: 175,228 shares 175,228 $3.01M 0.32% -9,252 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: 59,445 shares; 2024Q4: 60,504 shares; 2025Q1: 62,316 shares; 2025Q2: 56,099 shares; 2025Q3: 55,268 shares; 2025Q4: 47,146 shares; 2026Q1: 45,506 shares 45,506 $3M 0.32% -1,640 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: 80,895 shares; 2024Q4: 83,714 shares; 2025Q1: 90,012 shares; 2025Q2: 77,839 shares; 2025Q3: 78,622 shares; 2025Q4: 59,725 shares; 2026Q1: 58,298 shares 58,298 $2.93M 0.31% -1,427 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: 12,073 shares; 2024Q4: 11,993 shares; 2025Q1: 12,179 shares; 2025Q2: 11,758 shares; 2025Q3: 11,942 shares; 2025Q4: 8,929 shares; 2026Q1: 9,208 shares 9,208 $2.86M 0.3% +279 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,175 shares 28,175 $2.85M 0.3% new 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: 18,662 shares; 2024Q4: 18,468 shares; 2025Q1: 17,700 shares; 2025Q2: 18,662 shares; 2025Q3: 16,344 shares; 2025Q4: 26,516 shares; 2026Q1: 45,965 shares 45,965 $2.82M 0.3% +19,449 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: 83,379 shares; 2024Q4: 83,970 shares; 2025Q1: 84,820 shares; 2025Q2: 72,516 shares; 2025Q3: 72,283 shares; 2025Q4: 52,385 shares; 2026Q1: 51,455 shares 51,455 $2.79M 0.29% -930 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: 19,310 shares; 2024Q4: 18,297 shares; 2025Q1: 16,657 shares; 2025Q2: 17,434 shares; 2025Q3: 17,458 shares; 2025Q4: 19,218 shares; 2026Q1: 18,814 shares 18,814 $2.76M 0.29% -404 Timeline MLPX 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: 10,146 shares; 2024Q4: 18,051 shares; 2025Q1: 23,978 shares; 2025Q2: 36,485 shares; 2025Q3: 40,241 shares; 2025Q4: 40,286 shares; 2026Q1: 37,032 shares 37,032 $2.74M 0.29% -3,254 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: 65,413 shares; 2024Q4: 67,170 shares; 2025Q1: 41,785 shares; 2025Q2: 47,186 shares; 2025Q3: 48,889 shares; 2025Q4: 46,278 shares; 2026Q1: 44,645 shares 44,645 $2.73M 0.29% -1,633 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: 13,841 shares; 2024Q4: 15,033 shares; 2025Q1: 21,643 shares; 2025Q2: 48,355 shares; 2025Q3: 61,715 shares; 2025Q4: 74,125 shares; 2026Q1: 80,769 shares 80,769 $2.7M 0.28% +6,644 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,617 shares; 2024Q4: 31,278 shares; 2025Q1: 37,100 shares; 2025Q2: 38,000 shares; 2025Q3: 41,950 shares; 2025Q4: 32,320 shares; 2026Q1: 35,372 shares 35,372 $2.66M 0.28% +3,052 Timeline SPRX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,515 shares 72,515 $2.58M 0.27% new 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: 70,935 shares; 2024Q4: 68,362 shares; 2025Q1: 69,536 shares; 2025Q2: 57,259 shares; 2025Q3: 55,895 shares; 2025Q4: 52,913 shares; 2026Q1: 54,459 shares 54,459 $2.55M 0.27% +1,546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,867 shares; 2025Q4: 57,026 shares; 2026Q1: 64,371 shares 64,371 $2.54M 0.27% +7,345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 4,187 shares; 2026Q1: 46,234 shares 46,234 $2.54M 0.27% +42,047 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,357 shares; 2024Q4: 26,761 shares; 2025Q1: 34,096 shares; 2025Q2: 38,577 shares; 2025Q3: 41,685 shares; 2025Q4: 30,231 shares; 2026Q1: 30,885 shares 30,885 $2.49M 0.26% +654 Timeline SEPQ 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: not reported; 2024Q4: 10,708 shares; 2025Q1: 36,386 shares; 2025Q2: 38,393 shares; 2025Q3: 56,882 shares; 2025Q4: 91,069 shares; 2026Q1: 107,200 shares 107,200 $2.46M 0.26% +16,131 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,172 shares; 2024Q4: 14,770 shares; 2025Q1: 14,125 shares; 2025Q2: 12,329 shares; 2025Q3: 13,067 shares; 2025Q4: 13,041 shares; 2026Q1: 13,098 shares 13,098 $2.44M 0.26% +57 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: 3,632 shares; 2024Q4: 4,114 shares; 2025Q1: 4,075 shares; 2025Q2: 2,964 shares; 2025Q3: 2,915 shares; 2025Q4: 23,156 shares; 2026Q1: 25,386 shares 25,386 $2.44M 0.26% +2,230 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,734 shares; 2024Q4: 33,821 shares; 2025Q1: 33,405 shares; 2025Q2: 34,927 shares; 2025Q3: 43,888 shares; 2025Q4: 41,838 shares; 2026Q1: 51,240 shares 51,240 $2.33M 0.25% +9,402 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,161 shares; 2024Q4: 96,920 shares; 2025Q1: 87,152 shares; 2025Q2: 66,306 shares; 2025Q3: 73,614 shares; 2025Q4: 73,093 shares; 2026Q1: 80,665 shares 80,665 $2.32M 0.24% +7,572 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: 3,212 shares; 2024Q4: 3,631 shares; 2025Q1: 4,645 shares; 2025Q2: 3,981 shares; 2025Q3: 3,254 shares; 2025Q4: 3,577 shares; 2026Q1: 3,553 shares 3,553 $2.31M 0.24% -24 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: 8,471 shares; 2024Q4: 8,559 shares; 2025Q1: 9,484 shares; 2025Q2: 9,506 shares; 2025Q3: 9,417 shares; 2025Q4: 6,337 shares; 2026Q1: 6,465 shares 6,465 $2.27M 0.24% +128 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: 27,234 shares; 2024Q4: 27,538 shares; 2025Q1: 28,695 shares; 2025Q2: 26,182 shares; 2025Q3: 25,561 shares; 2025Q4: 16,516 shares; 2026Q1: 16,995 shares 16,995 $2.23M 0.23% +479 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: 709 shares; 2024Q4: 716 shares; 2025Q1: 801 shares; 2025Q2: 887 shares; 2025Q3: 2,008 shares; 2025Q4: 3,508 shares; 2026Q1: 3,114 shares 3,114 $2.21M 0.23% -394 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: 31,741 shares; 2024Q4: 31,531 shares; 2025Q1: 29,903 shares; 2025Q2: 24,351 shares; 2025Q3: 25,236 shares; 2025Q4: 24,107 shares; 2026Q1: 22,342 shares 22,342 $2.15M 0.23% -1,765 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: 15,749 shares; 2024Q4: 17,031 shares; 2025Q1: 20,914 shares; 2025Q2: 23,298 shares; 2025Q3: 24,133 shares; 2025Q4: 17,126 shares; 2026Q1: 17,598 shares 17,598 $2.13M 0.22% +472 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 920 shares; 2025Q1: 1,097 shares; 2025Q2: 6,250 shares; 2025Q3: 7,299 shares; 2025Q4: 7,992 shares; 2026Q1: 8,763 shares 8,763 $2.13M 0.22% +771 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: 12,498 shares; 2024Q4: 12,481 shares; 2025Q1: 12,025 shares; 2025Q2: 10,827 shares; 2025Q3: 10,848 shares; 2025Q4: 10,090 shares; 2026Q1: 8,973 shares 8,973 $2.12M 0.22% -1,117 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,104 shares; 2024Q4: 38,442 shares; 2025Q1: 39,257 shares; 2025Q2: 41,254 shares; 2025Q3: 43,158 shares; 2025Q4: 45,276 shares; 2026Q1: 42,377 shares 42,377 $2.11M 0.22% -2,899 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,925 shares; 2025Q1: 7,206 shares; 2025Q2: 7,647 shares; 2025Q3: 8,286 shares; 2025Q4: 7,244 shares; 2026Q1: 7,069 shares 7,069 $2.08M 0.22% -175 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: 9,351 shares; 2024Q4: 9,280 shares; 2025Q1: 15,539 shares; 2025Q2: 18,429 shares; 2025Q3: 18,935 shares; 2025Q4: 19,216 shares; 2026Q1: 21,540 shares 21,540 $2.03M 0.21% +2,324 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: 1,996 shares; 2024Q4: 1,864 shares; 2025Q1: 2,448 shares; 2025Q2: 2,526 shares; 2025Q3: 19,402 shares; 2025Q4: 20,401 shares; 2026Q1: 20,626 shares 20,626 $2.03M 0.21% +225 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 6,478 shares; 2025Q1: 6,208 shares; 2025Q2: 5,217 shares; 2025Q3: 5,073 shares; 2025Q4: 4,696 shares; 2026Q1: 3,859 shares 3,859 $2.02M 0.21% -837 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: 12,959 shares; 2024Q4: 12,893 shares; 2025Q1: 12,325 shares; 2025Q2: 12,539 shares; 2025Q3: 12,559 shares; 2025Q4: 12,398 shares; 2026Q1: 12,401 shares 12,401 $2.01M 0.21% +3 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,985 shares; 2024Q4: 34,284 shares; 2025Q1: 35,865 shares; 2025Q2: 33,686 shares; 2025Q3: 32,583 shares; 2025Q4: 21,764 shares; 2026Q1: 23,057 shares 23,057 $2M 0.21% +1,293 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: 44,726 shares; 2024Q4: 46,088 shares; 2025Q1: 53,608 shares; 2025Q2: 52,487 shares; 2025Q3: 52,478 shares; 2025Q4: 38,083 shares; 2026Q1: 37,572 shares 37,572 $1.95M 0.21% -511 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,954 shares; 2025Q4: 1,822 shares; 2026Q1: 1,477 shares 1,477 $1.95M 0.21% -345 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: 41,510 shares; 2024Q4: 50,573 shares; 2025Q1: 55,315 shares; 2025Q2: 56,169 shares; 2025Q3: 58,548 shares; 2025Q4: 59,707 shares; 2026Q1: 39,163 shares 39,163 $1.93M 0.2% -20,544 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,358 shares; 2024Q4: 37,176 shares; 2025Q1: 44,053 shares; 2025Q2: 43,940 shares; 2025Q3: 42,558 shares; 2025Q4: 40,402 shares; 2026Q1: 36,530 shares 36,530 $1.93M 0.2% -3,872 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 266 shares; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,436 shares; 2025Q4: 12,181 shares; 2026Q1: 18,445 shares 18,445 $1.93M 0.2% +6,264 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: 4,972 shares; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 28,354 shares; 2025Q3: 29,628 shares; 2025Q4: 29,481 shares; 2026Q1: 26,295 shares 26,295 $1.89M 0.2% -3,186 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 8,629 shares; 2025Q3: 5,762 shares; 2025Q4: 5,115 shares; 2026Q1: 4,710 shares 4,710 $1.87M 0.2% -405 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,032 shares; 2025Q1: 39,740 shares; 2025Q2: 47,478 shares; 2025Q3: 51,035 shares; 2025Q4: 55,616 shares; 2026Q1: 41,445 shares 41,445 $1.87M 0.2% -14,171 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: 13,789 shares; 2024Q4: 13,977 shares; 2025Q1: 16,015 shares; 2025Q2: 9,518 shares; 2025Q3: 9,436 shares; 2025Q4: 8,656 shares; 2026Q1: 8,876 shares 8,876 $1.85M 0.19% +220 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: not reported; 2024Q4: 2,067 shares; 2025Q1: 3,240 shares; 2025Q2: 5,963 shares; 2025Q3: 8,407 shares; 2025Q4: 9,815 shares; 2026Q1: 11,023 shares 11,023 $1.83M 0.19% +1,208 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: 19,331 shares; 2024Q4: 18,799 shares; 2025Q1: 18,986 shares; 2025Q2: 18,815 shares; 2025Q3: 18,510 shares; 2025Q4: 18,679 shares; 2026Q1: 18,407 shares 18,407 $1.8M 0.19% -272 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: 3,870 shares; 2025Q4: 3,780 shares; 2026Q1: 3,607 shares 3,607 $1.8M 0.19% -173 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,125 shares; 2024Q4: 15,694 shares; 2025Q1: 15,847 shares; 2025Q2: 19,055 shares; 2025Q3: 21,785 shares; 2025Q4: 19,353 shares; 2026Q1: 16,194 shares 16,194 $1.8M 0.19% -3,159 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,379 shares 34,379 $1.79M 0.19% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,376 shares; 2025Q1: 1,351 shares; 2025Q2: 1,873 shares; 2025Q3: 2,082 shares; 2025Q4: 2,143 shares; 2026Q1: 2,555 shares 2,555 $1.78M 0.19% +412 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: not reported; 2025Q1: 18,560 shares; 2025Q2: 17,894 shares; 2025Q3: 18,170 shares; 2025Q4: 15,626 shares; 2026Q1: 18,192 shares 18,192 $1.75M 0.18% +2,566 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: not reported; 2024Q4: 6,592 shares; 2025Q1: 7,997 shares; 2025Q2: 18,755 shares; 2025Q3: 40,074 shares; 2025Q4: 45,475 shares; 2026Q1: 50,516 shares 50,516 $1.74M 0.18% +5,041 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: not reported; 2024Q4: 19,566 shares; 2025Q1: 19,584 shares; 2025Q2: 20,583 shares; 2025Q3: 15,740 shares; 2025Q4: 48,056 shares; 2026Q1: 50,790 shares 50,790 $1.73M 0.18% +2,734 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: 17,377 shares; 2024Q4: 18,471 shares; 2025Q1: 17,366 shares; 2025Q2: 18,166 shares; 2025Q3: 18,053 shares; 2025Q4: 17,195 shares; 2026Q1: 20,856 shares 20,856 $1.71M 0.18% +3,661 Timeline EIPX 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: 12,344 shares; 2025Q3: 7,926 shares; 2025Q4: 49,626 shares; 2026Q1: 51,215 shares 51,215 $1.65M 0.17% +1,589 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: 4,085 shares; 2024Q4: 3,702 shares; 2025Q1: 3,488 shares; 2025Q2: 4,938 shares; 2025Q3: 6,590 shares; 2025Q4: 2,946 shares; 2026Q1: 3,792 shares 3,792 $1.63M 0.17% +846 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: 5,075 shares; 2024Q4: 5,038 shares; 2025Q1: 4,710 shares; 2025Q2: 5,361 shares; 2025Q3: 5,608 shares; 2025Q4: 5,255 shares; 2026Q1: 4,942 shares 4,942 $1.63M 0.17% -313 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,309 shares; 2024Q4: 38,212 shares; 2025Q1: 38,380 shares; 2025Q2: 42,812 shares; 2025Q3: 42,748 shares; 2025Q4: 47,706 shares; 2026Q1: 45,914 shares 45,914 $1.62M 0.17% -1,792 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 11,052 shares; 2025Q1: 10,416 shares; 2025Q2: 9,161 shares; 2025Q3: 9,314 shares; 2025Q4: 6,833 shares; 2026Q1: 7,940 shares 7,940 $1.61M 0.17% +1,107 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: 3,324 shares; 2024Q4: 3,527 shares; 2025Q1: 8,654 shares; 2025Q2: 15,261 shares; 2025Q3: 16,628 shares; 2025Q4: 16,216 shares; 2026Q1: 20,913 shares 20,913 $1.61M 0.17% +4,697 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 28,473 shares; 2025Q1: 28,590 shares; 2025Q2: 31,451 shares; 2025Q3: 32,015 shares; 2025Q4: 31,868 shares; 2026Q1: 35,296 shares 35,296 $1.61M 0.17% +3,428 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,789 shares; 2025Q4: 18,081 shares; 2026Q1: 16,952 shares 16,952 $1.59M 0.17% -1,129 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 3,185 shares; 2025Q4: 3,527 shares; 2026Q1: 3,183 shares 3,183 $1.58M 0.17% -344 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,821 shares; 2024Q4: 8,735 shares; 2025Q1: 10,140 shares; 2025Q2: 8,058 shares; 2025Q3: 7,537 shares; 2025Q4: 14,893 shares; 2026Q1: 14,380 shares 14,380 $1.57M 0.17% -513 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: 18,049 shares; 2024Q4: 23,091 shares; 2025Q1: 28,969 shares; 2025Q2: 39,152 shares; 2025Q3: 41,764 shares; 2025Q4: 40,589 shares; 2026Q1: 39,770 shares 39,770 $1.53M 0.16% -819 Timeline IYF 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: 4,006 shares; 2025Q4: 10,307 shares; 2026Q1: 12,798 shares 12,798 $1.51M 0.16% +2,491 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: 14,685 shares; 2024Q4: 15,252 shares; 2025Q1: 16,489 shares; 2025Q2: 17,700 shares; 2025Q3: 29,393 shares; 2025Q4: 31,012 shares; 2026Q1: 33,524 shares 33,524 $1.5M 0.16% +2,512 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: 7,214 shares; 2024Q4: 7,412 shares; 2025Q1: 7,372 shares; 2025Q2: 7,109 shares; 2025Q3: 7,215 shares; 2025Q4: 7,109 shares; 2026Q1: 6,883 shares 6,883 $1.5M 0.16% -226 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: not reported; 2024Q4: 7,003 shares; 2025Q1: 4,964 shares; 2025Q2: 5,131 shares; 2025Q3: 5,581 shares; 2025Q4: 15,319 shares; 2026Q1: 15,907 shares 15,907 $1.49M 0.16% +588 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,239 shares; 2024Q4: 32,414 shares; 2025Q1: 30,595 shares; 2025Q2: 34,466 shares; 2025Q3: 61,276 shares; 2025Q4: 79,284 shares; 2026Q1: 24,951 shares 24,951 $1.49M 0.16% -54,333 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: not reported; 2024Q4: 9,506 shares; 2025Q1: 6,825 shares; 2025Q2: 6,658 shares; 2025Q3: 6,330 shares; 2025Q4: 16,811 shares; 2026Q1: 17,002 shares 17,002 $1.48M 0.16% +191 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,732 shares; 2024Q4: 14,939 shares; 2025Q1: 16,777 shares; 2025Q2: 22,469 shares; 2025Q3: 22,234 shares; 2025Q4: 36,173 shares; 2026Q1: 30,922 shares 30,922 $1.48M 0.16% -5,251 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: 6,393 shares; 2024Q4: 6,534 shares; 2025Q1: 7,401 shares; 2025Q2: 8,149 shares; 2025Q3: 8,406 shares; 2025Q4: 6,883 shares; 2026Q1: 6,008 shares 6,008 $1.47M 0.15% -875 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,498 shares; 2025Q1: 1,426 shares; 2025Q2: 1,576 shares; 2025Q3: 1,405 shares; 2025Q4: 1,326 shares; 2026Q1: 1,453 shares 1,453 $1.45M 0.15% +127 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,631 shares; 2024Q4: 16,796 shares; 2025Q1: 20,532 shares; 2025Q2: 19,616 shares; 2025Q3: 18,905 shares; 2025Q4: 11,893 shares; 2026Q1: 13,547 shares 13,547 $1.43M 0.15% +1,654 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: 8,953 shares; 2024Q4: 9,228 shares; 2025Q1: 9,171 shares; 2025Q2: 10,835 shares; 2025Q3: 11,943 shares; 2025Q4: 24,339 shares; 2026Q1: 30,779 shares 30,779 $1.41M 0.15% +6,440 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,568 shares; 2025Q1: 4,436 shares; 2025Q2: 4,621 shares; 2025Q3: 5,194 shares; 2025Q4: 14,907 shares; 2026Q1: 15,178 shares 15,178 $1.4M 0.15% +271 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,757 shares; 2026Q1: 41,687 shares 41,687 $1.38M 0.15% +29,930 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,088 shares; 2025Q2: 36,711 shares; 2025Q3: 42,946 shares; 2025Q4: 36,439 shares; 2026Q1: 37,533 shares 37,533 $1.37M 0.14% +1,094 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,837 shares; 2024Q4: 32,386 shares; 2025Q1: 47,544 shares; 2025Q2: 56,366 shares; 2025Q3: 44,279 shares; 2025Q4: 34,367 shares; 2026Q1: 34,484 shares 34,484 $1.35M 0.14% +117 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: 3,502 shares; 2024Q4: 3,529 shares; 2025Q1: 2,804 shares; 2025Q2: 2,825 shares; 2025Q3: 2,726 shares; 2025Q4: 2,801 shares; 2026Q1: 3,075 shares 3,075 $1.34M 0.14% +274 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: 8,861 shares; 2024Q4: 8,863 shares; 2025Q1: 8,764 shares; 2025Q2: 11,005 shares; 2025Q3: 11,456 shares; 2025Q4: 11,355 shares; 2026Q1: 45,853 shares 45,853 $1.32M 0.14% +34,498 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: 11,686 shares; 2024Q4: 30,325 shares; 2025Q1: 22,685 shares; 2025Q2: 26,318 shares; 2025Q3: 11,637 shares; 2025Q4: 27,051 shares; 2026Q1: 27,134 shares 27,134 $1.28M 0.13% +83 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,311 shares; 2025Q2: 12,520 shares; 2025Q3: 10,902 shares; 2025Q4: 6,933 shares; 2026Q1: 13,811 shares 13,811 $1.27M 0.13% +6,878 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: 3,935 shares; 2024Q4: 3,565 shares; 2025Q1: 3,607 shares; 2025Q2: 4,530 shares; 2025Q3: 4,716 shares; 2025Q4: 11,137 shares; 2026Q1: 10,163 shares 10,163 $1.26M 0.13% -974 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: 10,198 shares; 2024Q4: 11,062 shares; 2025Q1: 10,004 shares; 2025Q2: 9,511 shares; 2025Q3: 10,806 shares; 2025Q4: 9,549 shares; 2026Q1: 8,575 shares 8,575 $1.25M 0.13% -974 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,866 shares; 2025Q3: 61,281 shares; 2025Q4: 65,056 shares; 2026Q1: 74,639 shares 74,639 $1.25M 0.13% +9,583 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,564 shares; 2025Q2: 11,839 shares; 2025Q3: 16,978 shares; 2025Q4: 38,557 shares; 2026Q1: 32,309 shares 32,309 $1.25M 0.13% -6,248 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: 1,751 shares; 2024Q4: 3,475 shares; 2025Q1: 3,065 shares; 2025Q2: 3,423 shares; 2025Q3: 2,032 shares; 2025Q4: 5,486 shares; 2026Q1: 5,687 shares 5,687 $1.23M 0.13% +201 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 9,583 shares; 2025Q1: 11,006 shares; 2025Q2: 9,511 shares; 2025Q3: 11,648 shares; 2025Q4: 19,399 shares; 2026Q1: 26,320 shares 26,320 $1.22M 0.13% +6,921 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 11,698 shares; 2025Q1: 11,411 shares; 2025Q2: 34,555 shares; 2025Q3: 34,017 shares; 2025Q4: 40,570 shares; 2026Q1: 53,975 shares 53,975 $1.21M 0.13% +13,405 Timeline DFIV 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: 20,350 shares; 2025Q2: 22,448 shares; 2025Q3: 22,541 shares; 2025Q4: 22,441 shares; 2026Q1: 22,923 shares 22,923 $1.21M 0.13% +482 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: 14,526 shares; 2025Q1: 18,254 shares; 2025Q2: 19,752 shares; 2025Q3: 22,219 shares; 2025Q4: 19,922 shares; 2026Q1: 20,874 shares 20,874 $1.21M 0.13% +952 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,052 shares; 2025Q2: 24,666 shares; 2025Q3: 24,808 shares; 2025Q4: 28,783 shares; 2026Q1: 29,629 shares 29,629 $1.2M 0.13% +846 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 5,213 shares 5,213 $1.2M 0.13% +1,415 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: 7,759 shares; 2024Q4: 7,814 shares; 2025Q1: 7,837 shares; 2025Q2: 7,871 shares; 2025Q3: 9,071 shares; 2025Q4: 9,103 shares; 2026Q1: 8,284 shares 8,284 $1.2M 0.13% -819 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: 25,478 shares; 2024Q4: 27,658 shares; 2025Q1: 31,029 shares; 2025Q2: 38,465 shares; 2025Q3: 39,920 shares; 2025Q4: 47,981 shares; 2026Q1: 61,654 shares 61,654 $1.19M 0.13% +13,673 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: 2,236 shares; 2024Q4: 2,237 shares; 2025Q1: 2,330 shares; 2025Q2: 2,376 shares; 2025Q3: 2,411 shares; 2025Q4: 2,373 shares; 2026Q1: 2,402 shares 2,402 $1.18M 0.12% +29 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: 11,844 shares; 2024Q4: 13,520 shares; 2025Q1: 14,899 shares; 2025Q2: 14,528 shares; 2025Q3: 16,903 shares; 2025Q4: 15,786 shares; 2026Q1: 15,469 shares 15,469 $1.18M 0.12% -317 Timeline USRT 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: 18,561 shares; 2024Q4: 19,018 shares; 2025Q1: 19,010 shares; 2025Q2: 19,174 shares; 2025Q3: 19,866 shares; 2025Q4: 20,294 shares; 2026Q1: 19,769 shares 19,769 $1.17M 0.12% -525 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,755 shares; 2024Q4: 31,839 shares; 2025Q1: 30,459 shares; 2025Q2: 25,693 shares; 2025Q3: 25,586 shares; 2025Q4: 25,739 shares; 2026Q1: 24,978 shares 24,978 $1.17M 0.12% -761 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 27,744 shares; 2025Q4: 27,680 shares; 2026Q1: 30,651 shares 30,651 $1.14M 0.12% +2,971 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: 1,583 shares; 2024Q4: 1,625 shares; 2025Q1: 1,648 shares; 2025Q2: 2,107 shares; 2025Q3: 1,761 shares; 2025Q4: 1,329 shares; 2026Q1: 1,237 shares 1,237 $1.14M 0.12% -92 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: 27,342 shares; 2024Q4: 35,032 shares; 2025Q1: 41,198 shares; 2025Q2: 30,371 shares; 2025Q3: 16,204 shares; 2025Q4: 18,933 shares; 2026Q1: 17,488 shares 17,488 $1.12M 0.12% -1,445 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,194 shares; 2025Q4: 18,686 shares; 2026Q1: 23,332 shares 23,332 $1.08M 0.11% +4,646 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: 9,249 shares; 2024Q4: 9,307 shares; 2025Q1: 10,895 shares; 2025Q2: 15,032 shares; 2025Q3: 14,803 shares; 2025Q4: 11,989 shares; 2026Q1: 11,543 shares 11,543 $1.07M 0.11% -446 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: 2,063 shares; 2024Q4: 2,246 shares; 2025Q1: 2,658 shares; 2025Q2: 3,346 shares; 2025Q3: 3,609 shares; 2025Q4: 3,815 shares; 2026Q1: 3,733 shares 3,733 $1.06M 0.11% -82 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: 24,365 shares; 2024Q4: 25,117 shares; 2025Q1: 21,660 shares; 2025Q2: 18,421 shares; 2025Q3: 17,162 shares; 2025Q4: 16,802 shares; 2026Q1: 14,259 shares 14,259 $1.05M 0.11% -2,543 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,872 shares; 2026Q1: 39,384 shares 39,384 $1.03M 0.11% +14,512 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,200 shares; 2025Q1: 2,267 shares; 2025Q2: 2,153 shares; 2025Q3: 1,815 shares; 2025Q4: 1,772 shares; 2026Q1: 1,823 shares 1,823 $1.02M 0.11% +51 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: 24,119 shares; 2024Q4: 24,618 shares; 2025Q1: 22,774 shares; 2025Q2: 20,608 shares; 2025Q3: 9,578 shares; 2025Q4: 8,911 shares; 2026Q1: 6,144 shares 6,144 $1.02M 0.11% -2,767 Timeline JUNM 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: 45,589 shares; 2024Q4: 45,566 shares; 2025Q1: 30,343 shares; 2025Q2: 30,343 shares; 2025Q3: 30,102 shares; 2025Q4: 29,867 shares; 2026Q1: 29,575 shares 29,575 $1.01M 0.11% -292 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: 8,778 shares; 2024Q4: 6,628 shares; 2025Q1: 5,225 shares; 2025Q2: 6,272 shares; 2025Q3: 13,077 shares; 2025Q4: 13,065 shares; 2026Q1: 10,896 shares 10,896 $1.01M 0.11% -2,169 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 15,486 shares; 2025Q1: 15,182 shares; 2025Q2: 15,223 shares; 2025Q3: 15,210 shares; 2025Q4: 15,700 shares; 2026Q1: 13,782 shares 13,782 $1.01M 0.11% -1,918 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,338 shares; 2026Q1: 34,173 shares 34,173 $1.01M 0.11% +4,835 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: 4,111 shares; 2024Q4: 4,145 shares; 2025Q1: 3,391 shares; 2025Q2: 3,041 shares; 2025Q3: 5,081 shares; 2025Q4: 5,059 shares; 2026Q1: 5,078 shares 5,078 $996K 0.1% +19 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 3,063 shares; 2025Q1: 2,875 shares; 2025Q2: 2,989 shares; 2025Q3: 2,076 shares; 2025Q4: 2,253 shares; 2026Q1: 2,319 shares 2,319 $989K 0.1% +66 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: 8,971 shares; 2024Q4: 9,400 shares; 2025Q1: 9,798 shares; 2025Q2: 11,201 shares; 2025Q3: 11,447 shares; 2025Q4: 10,335 shares; 2026Q1: 10,235 shares 10,235 $988K 0.1% -100 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,769 shares; 2025Q2: 8,083 shares; 2025Q3: 8,110 shares; 2025Q4: 9,534 shares; 2026Q1: 11,420 shares 11,420 $978K 0.1% +1,886 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,924 shares; 2024Q4: 461,851 shares; 2025Q1: 338,606 shares; 2025Q2: 327,897 shares; 2025Q3: 264,869 shares; 2025Q4: 50,003 shares; 2026Q1: 37,500 shares 37,500 $957K 0.1% -12,503 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: 2,860 shares; 2024Q4: 3,324 shares; 2025Q1: 4,512 shares; 2025Q2: 5,267 shares; 2025Q3: 5,978 shares; 2025Q4: 6,249 shares; 2026Q1: 5,609 shares 5,609 $952K 0.1% -640 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: 25,181 shares; 2026Q1: 21,255 shares 21,255 $943K 0.1% -3,926 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,779 shares; 2025Q4: 19,087 shares; 2026Q1: 23,491 shares 23,491 $917K 0.1% +4,404 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 1,912 shares; 2025Q1: 1,987 shares; 2025Q2: 4,257 shares; 2025Q3: 4,468 shares; 2025Q4: 4,479 shares; 2026Q1: 4,732 shares 4,732 $913K 0.1% +253 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,919 shares; 2025Q4: 22,379 shares; 2026Q1: 22,299 shares 22,299 $909K 0.1% -80 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,424 shares; 2024Q4: 12,961 shares; 2025Q1: 12,652 shares; 2025Q2: 12,797 shares; 2025Q3: 13,486 shares; 2025Q4: 15,317 shares; 2026Q1: 14,583 shares 14,583 $902K 0.1% -734 Timeline KJAN 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: 27,531 shares; 2024Q4: 27,486 shares; 2025Q1: 32,149 shares; 2025Q2: 30,966 shares; 2025Q3: 18,260 shares; 2025Q4: 18,303 shares; 2026Q1: 21,465 shares 21,465 $896K 0.09% +3,162 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,855 shares; 2025Q3: 15,267 shares; 2025Q4: 18,804 shares; 2026Q1: 30,877 shares 30,877 $887K 0.09% +12,073 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,396 shares; 2025Q4: 27,479 shares; 2026Q1: 22,660 shares 22,660 $883K 0.09% -4,819 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: 11,715 shares; 2024Q4: 12,673 shares; 2025Q1: 10,892 shares; 2025Q2: 11,593 shares; 2025Q3: 11,198 shares; 2025Q4: 10,708 shares; 2026Q1: 11,671 shares 11,671 $878K 0.09% +963 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: 9,831 shares; 2024Q4: 11,554 shares; 2025Q1: 12,069 shares; 2025Q2: 9,096 shares; 2025Q3: 8,346 shares; 2025Q4: 8,961 shares; 2026Q1: 7,558 shares 7,558 $835K 0.09% -1,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,723 shares 7,723 $834K 0.09% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: 4,217 shares; 2025Q2: 4,557 shares; 2025Q3: 6,665 shares; 2025Q4: 5,765 shares; 2026Q1: 4,213 shares 4,213 $833K 0.09% -1,552 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,224 shares; 2025Q1: 2,892 shares; 2025Q2: 3,723 shares; 2025Q3: 4,071 shares; 2025Q4: 4,071 shares; 2026Q1: 3,692 shares 3,692 $829K 0.09% -379 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: 12,452 shares; 2024Q4: 9,202 shares; 2025Q1: 12,012 shares; 2025Q2: 12,012 shares; 2025Q3: 13,118 shares; 2025Q4: 25,752 shares; 2026Q1: 32,250 shares 32,250 $824K 0.09% +6,498 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 10,148 shares; 2025Q1: 10,634 shares; 2025Q2: 8,968 shares; 2025Q3: 11,891 shares; 2025Q4: 12,037 shares; 2026Q1: 14,010 shares 14,010 $812K 0.09% +1,973 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 25,589 shares; 2026Q1: 25,589 shares 25,589 $810K 0.09% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,920 shares; 2024Q4: 69,749 shares; 2025Q1: 72,122 shares; 2025Q2: 68,886 shares; 2025Q3: 68,907 shares; 2025Q4: 57,053 shares; 2026Q1: 66,511 shares 66,511 $801K 0.08% +9,458 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,322 shares; 2025Q1: 1,183 shares; 2025Q2: 1,166 shares; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 1,964 shares 1,964 $794K 0.08% +1,290 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 18,071 shares; 2025Q4: 20,451 shares; 2026Q1: 21,059 shares 21,059 $792K 0.08% +608 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: 1,361 shares; 2024Q4: 1,367 shares; 2025Q1: 1,384 shares; 2025Q2: 2,101 shares; 2025Q3: 1,330 shares; 2025Q4: 1,344 shares; 2026Q1: 1,437 shares 1,437 $789K 0.08% +93 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: 2,373 shares; 2024Q4: 9,583 shares; 2025Q1: 5,862 shares; 2025Q2: 5,981 shares; 2025Q3: 4,826 shares; 2025Q4: 8,709 shares; 2026Q1: 8,445 shares 8,445 $783K 0.08% -264 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,581 shares; 2025Q1: 1,595 shares; 2025Q2: 1,559 shares; 2025Q3: 1,398 shares; 2025Q4: 1,364 shares; 2026Q1: 1,287 shares 1,287 $778K 0.08% -77 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: 3,124 shares; 2024Q4: 3,319 shares; 2025Q1: 5,723 shares; 2025Q2: 5,720 shares; 2025Q3: 4,969 shares; 2025Q4: 5,239 shares; 2026Q1: 3,999 shares 3,999 $768K 0.08% -1,240 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 2,203 shares; 2025Q1: 2,164 shares; 2025Q2: 2,050 shares; 2025Q3: 2,357 shares; 2025Q4: 2,330 shares; 2026Q1: 2,739 shares 2,739 $761K 0.08% +409 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: 43,871 shares; 2024Q4: 43,242 shares; 2025Q1: 45,835 shares; 2025Q2: 33,427 shares; 2025Q3: 10,456 shares; 2025Q4: 10,764 shares; 2026Q1: 10,656 shares 10,656 $748K 0.08% -108 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: 3,825 shares; 2024Q4: 3,788 shares; 2025Q1: 3,480 shares; 2025Q2: 3,040 shares; 2025Q3: 3,050 shares; 2025Q4: 3,165 shares; 2026Q1: 3,084 shares 3,084 $748K 0.08% -81 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,483 shares; 2025Q4: 14,000 shares; 2026Q1: 14,746 shares 14,746 $746K 0.08% +746 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: 2,034 shares; 2025Q3: 4,334 shares; 2025Q4: 9,827 shares; 2026Q1: 12,173 shares 12,173 $743K 0.08% +2,346 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: 30,003 shares; 2024Q4: 21,568 shares; 2025Q1: 17,139 shares; 2025Q2: 15,138 shares; 2025Q3: 13,317 shares; 2025Q4: 12,921 shares; 2026Q1: 13,686 shares 13,686 $740K 0.08% +765 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: 5,018 shares; 2024Q4: 4,632 shares; 2025Q1: 4,572 shares; 2025Q2: 5,951 shares; 2025Q3: 6,013 shares; 2025Q4: 5,980 shares; 2026Q1: 6,334 shares 6,334 $735K 0.08% +354 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,718 shares; 2024Q4: 10,994 shares; 2025Q1: 11,397 shares; 2025Q2: 3,664 shares; 2025Q3: 3,525 shares; 2025Q4: 2,853 shares; 2026Q1: 2,754 shares 2,754 $735K 0.08% -99 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: 8,095 shares; 2024Q4: 2,416 shares; 2025Q1: 2,217 shares; 2025Q2: 2,438 shares; 2025Q3: 2,727 shares; 2025Q4: 3,012 shares; 2026Q1: 3,105 shares 3,105 $734K 0.08% +93 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares; 2026Q1: 2,604 shares 2,604 $727K 0.08% +570 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: 5,230 shares; 2024Q4: 5,705 shares; 2025Q1: 3,414 shares; 2025Q2: 6,504 shares; 2025Q3: 6,590 shares; 2025Q4: 5,933 shares; 2026Q1: 6,857 shares 6,857 $727K 0.08% +924 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,796 shares; 2025Q4: 19,739 shares; 2026Q1: 16,170 shares 16,170 $725K 0.08% -3,569 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,976 shares; 2025Q1: 1,895 shares; 2025Q2: 1,967 shares; 2025Q3: 3,187 shares; 2025Q4: 4,275 shares; 2026Q1: 5,432 shares 5,432 $712K 0.08% +1,157 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: not reported; 2024Q4: 521 shares; 2025Q1: 589 shares; 2025Q2: 583 shares; 2025Q3: 972 shares; 2025Q4: 928 shares; 2026Q1: 836 shares 836 $707K 0.07% -92 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,217 shares; 2025Q4: 22,896 shares; 2026Q1: 23,395 shares 23,395 $701K 0.07% +499 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,779 shares; 2024Q4: 24,779 shares; 2025Q1: 24,779 shares; 2025Q2: 24,779 shares; 2025Q3: 24,779 shares; 2025Q4: 24,779 shares; 2026Q1: 24,779 shares 24,779 $697K 0.07% 0 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: 7,667 shares; 2024Q4: 8,652 shares; 2025Q1: 7,444 shares; 2025Q2: 8,482 shares; 2025Q3: 6,033 shares; 2025Q4: 5,883 shares; 2026Q1: 5,738 shares 5,738 $694K 0.07% -145 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: 1,116 shares; 2024Q4: 1,186 shares; 2025Q1: 1,509 shares; 2025Q2: 1,580 shares; 2025Q3: 1,465 shares; 2025Q4: 1,766 shares; 2026Q1: 1,886 shares 1,886 $693K 0.07% +120 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: 3,575 shares; 2024Q4: 3,225 shares; 2025Q1: 3,219 shares; 2025Q2: 3,105 shares; 2025Q3: 2,836 shares; 2025Q4: 2,868 shares; 2026Q1: 2,836 shares 2,836 $688K 0.07% -32 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares; 2026Q1: 17,001 shares 17,001 $682K 0.07% +2,412 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: 93,974 shares; 2024Q4: 92,716 shares; 2025Q1: 82,104 shares; 2025Q2: 34,671 shares; 2025Q3: 21,586 shares; 2025Q4: 20,784 shares; 2026Q1: 17,082 shares 17,082 $680K 0.07% -3,702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,467 shares; 2025Q4: 34,389 shares; 2026Q1: 19,180 shares 19,180 $679K 0.07% -15,209 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 2,194 shares; 2025Q4: 3,264 shares; 2026Q1: 4,133 shares 4,133 $678K 0.07% +869 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,573 shares; 2026Q1: 9,202 shares 9,202 $668K 0.07% +629 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,870 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 18,415 shares 18,415 $668K 0.07% +10,965 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: 3,109 shares; 2024Q4: 3,077 shares; 2025Q1: 2,535 shares; 2025Q2: 2,382 shares; 2025Q3: 4,114 shares; 2025Q4: 3,707 shares; 2026Q1: 3,277 shares 3,277 $667K 0.07% -430 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 5,599 shares; 2025Q4: 6,579 shares; 2026Q1: 5,378 shares 5,378 $660K 0.07% -1,201 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: 3,039 shares; 2024Q4: 3,167 shares; 2025Q1: 2,618 shares; 2025Q2: 2,660 shares; 2025Q3: 2,603 shares; 2025Q4: 2,620 shares; 2026Q1: 2,698 shares 2,698 $659K 0.07% +78 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: 8,577 shares; 2024Q4: 8,891 shares; 2025Q1: 10,423 shares; 2025Q2: 10,414 shares; 2025Q3: 11,201 shares; 2025Q4: 11,637 shares; 2026Q1: 11,617 shares 11,617 $657K 0.07% -20 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 22,871 shares; 2025Q4: 24,600 shares; 2026Q1: 24,932 shares 24,932 $655K 0.07% +332 Timeline PFEB 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: 19,314 shares; 2025Q2: 18,992 shares; 2025Q3: 18,871 shares; 2025Q4: 16,174 shares; 2026Q1: 16,271 shares 16,271 $652K 0.07% +97 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: 7,510 shares; 2024Q4: 7,283 shares; 2025Q1: 6,989 shares; 2025Q2: 7,566 shares; 2025Q3: 7,723 shares; 2025Q4: 8,270 shares; 2026Q1: 8,360 shares 8,360 $649K 0.07% +90 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,538 shares; 2024Q4: 26,703 shares; 2025Q1: 27,975 shares; 2025Q2: 28,846 shares; 2025Q3: 26,872 shares; 2025Q4: 26,974 shares; 2026Q1: 17,117 shares 17,117 $648K 0.07% -9,857 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 780 shares; 2025Q4: 2,508 shares; 2026Q1: 2,766 shares 2,766 $647K 0.07% +258 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: not reported; 2024Q4: 8,573 shares; 2025Q1: 8,502 shares; 2025Q2: 13,192 shares; 2025Q3: 19,343 shares; 2025Q4: 22,055 shares; 2026Q1: 23,746 shares 23,746 $645K 0.07% +1,691 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: not reported; 2024Q4: 15,804 shares; 2025Q1: 17,324 shares; 2025Q2: 17,178 shares; 2025Q3: 15,981 shares; 2025Q4: 12,771 shares; 2026Q1: 17,363 shares 17,363 $643K 0.07% +4,592 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,996 shares; 2025Q2: 2,329 shares; 2025Q3: 3,322 shares; 2025Q4: 3,502 shares; 2026Q1: 3,081 shares 3,081 $635K 0.07% -421 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,073 shares; 2025Q2: 14,000 shares; 2025Q3: 15,100 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares 25,100 $635K 0.07% 0 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: 12,457 shares; 2024Q4: 12,821 shares; 2025Q1: 8,714 shares; 2025Q2: 7,995 shares; 2025Q3: 8,005 shares; 2025Q4: 8,932 shares; 2026Q1: 9,874 shares 9,874 $633K 0.07% +942 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: 12,582 shares; 2024Q4: 14,583 shares; 2025Q1: 13,696 shares; 2025Q2: 14,714 shares; 2025Q3: 14,425 shares; 2025Q4: 20,827 shares; 2026Q1: 19,697 shares 19,697 $631K 0.07% -1,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,932 shares 16,932 $630K 0.07% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: 2,163 shares; 2026Q1: 1,750 shares 1,750 $628K 0.07% -413 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,280 shares 18,280 $622K 0.07% new 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: 10,647 shares; 2024Q4: 11,041 shares; 2025Q1: 11,831 shares; 2025Q2: 10,596 shares; 2025Q3: 10,276 shares; 2025Q4: 6,549 shares; 2026Q1: 8,055 shares 8,055 $617K 0.06% +1,506 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: 15,707 shares; 2024Q4: 14,717 shares; 2025Q1: 12,950 shares; 2025Q2: 15,981 shares; 2025Q3: 30,120 shares; 2025Q4: 15,977 shares; 2026Q1: 9,027 shares 9,027 $615K 0.06% -6,950 Timeline GMAR 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: 31,837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,732 shares 14,732 $614K 0.06% new Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,098 shares; 2025Q3: 50,063 shares; 2025Q4: 72,118 shares; 2026Q1: 72,553 shares 72,553 $614K 0.06% +435 Timeline IGE 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: 5,070 shares; 2026Q1: 9,637 shares 9,637 $607K 0.06% +4,567 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 826 shares; 2025Q1: 428 shares; 2025Q2: 387 shares; 2025Q3: 602 shares; 2025Q4: 646 shares; 2026Q1: 408 shares 408 $600K 0.06% -238 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,456 shares; 2025Q1: 1,407 shares; 2025Q2: 1,520 shares; 2025Q3: 1,321 shares; 2025Q4: 1,486 shares; 2026Q1: 1,518 shares 1,518 $593K 0.06% +32 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,462 shares; 2024Q4: 7,807 shares; 2025Q1: 7,461 shares; 2025Q2: 7,888 shares; 2025Q3: 5,713 shares; 2025Q4: 15,863 shares; 2026Q1: 16,277 shares 16,277 $589K 0.06% +414 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,298 shares; 2026Q1: 10,708 shares 10,708 $585K 0.06% +410 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,791 shares; 2025Q4: 5,826 shares; 2026Q1: 11,651 shares 11,651 $579K 0.06% +5,825 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 2,409 shares; 2026Q1: 2,676 shares 2,676 $572K 0.06% +267 Timeline FLMX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,793 shares; 2025Q4: 10,927 shares; 2026Q1: 15,492 shares 15,492 $569K 0.06% +4,565 Timeline FESM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,716 shares 14,716 $559K 0.06% new Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,847 shares; 2025Q2: 9,847 shares; 2025Q3: 9,847 shares; 2025Q4: 17,476 shares; 2026Q1: 16,989 shares 16,989 $555K 0.06% -487 Timeline SPHD 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: 16,762 shares; 2024Q4: 15,413 shares; 2025Q1: 14,367 shares; 2025Q2: 14,116 shares; 2025Q3: 14,043 shares; 2025Q4: 13,515 shares; 2026Q1: 11,036 shares 11,036 $548K 0.06% -2,479 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,805 shares; 2025Q4: 7,086 shares; 2026Q1: 8,446 shares 8,446 $542K 0.06% +1,360 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 2,748 shares; 2025Q3: 2,818 shares; 2025Q4: 2,099 shares; 2026Q1: 1,601 shares 1,601 $541K 0.06% -498 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 7,535 shares 7,535 $540K 0.06% +3,874 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,512 shares; 2026Q1: 2,651 shares 2,651 $532K 0.06% +139 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 4,790 shares; 2025Q1: 2,472 shares; 2025Q2: 3,162 shares; 2025Q3: 2,254 shares; 2025Q4: 2,298 shares; 2026Q1: 1,680 shares 1,680 $525K 0.06% -618 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,943 shares; 2025Q1: 9,807 shares; 2025Q2: 9,899 shares; 2025Q3: 9,637 shares; 2025Q4: 23,432 shares; 2026Q1: 25,191 shares 25,191 $523K 0.06% +1,759 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 16,101 shares; 2025Q1: 14,128 shares; 2025Q2: 8,696 shares; 2025Q3: 9,858 shares; 2025Q4: 12,173 shares; 2026Q1: 10,536 shares 10,536 $522K 0.06% -1,637 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,733 shares; 2024Q4: 14,908 shares; 2025Q1: 15,380 shares; 2025Q2: 14,413 shares; 2025Q3: 16,018 shares; 2025Q4: 14,961 shares; 2026Q1: 15,406 shares 15,406 $512K 0.05% +445 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,265 shares 6,265 $505K 0.05% new 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: 2,273 shares; 2024Q4: 2,213 shares; 2025Q1: 2,218 shares; 2025Q2: 2,245 shares; 2025Q3: 2,132 shares; 2025Q4: 2,140 shares; 2026Q1: 2,095 shares 2,095 $503K 0.05% -45 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,502 shares; 2025Q1: 5,731 shares; 2025Q2: 5,848 shares; 2025Q3: 9,694 shares; 2025Q4: 10,293 shares; 2026Q1: 12,883 shares 12,883 $495K 0.05% +2,590 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,138 shares; 2025Q2: 9,809 shares; 2025Q3: 10,252 shares; 2025Q4: 10,995 shares; 2026Q1: 9,513 shares 9,513 $489K 0.05% -1,482 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 739 shares; 2025Q1: 716 shares; 2025Q2: 696 shares; 2025Q3: 679 shares; 2025Q4: 739 shares; 2026Q1: 1,127 shares 1,127 $487K 0.05% +388 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,562 shares; 2025Q4: 3,536 shares; 2026Q1: 3,556 shares 3,556 $484K 0.05% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,654 shares; 2026Q1: 6,840 shares 6,840 $481K 0.05% +186 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 17,669 shares; 2025Q1: 20,793 shares; 2025Q2: 26,060 shares; 2025Q3: 11,914 shares; 2025Q4: 9,872 shares; 2026Q1: 9,925 shares 9,925 $481K 0.05% +53 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 1,990 shares; 2026Q1: 2,057 shares 2,057 $474K 0.05% +67 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,103 shares; 2025Q1: 3,365 shares; 2025Q2: 3,008 shares; 2025Q3: 3,122 shares; 2025Q4: 3,312 shares; 2026Q1: 3,391 shares 3,391 $473K 0.05% +79 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares 2,601 $458K 0.05% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,137 shares; 2025Q2: 12,374 shares; 2025Q3: 10,958 shares; 2025Q4: 10,891 shares; 2026Q1: 8,921 shares 8,921 $446K 0.05% -1,970 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,930 shares; 2026Q1: 15,147 shares 15,147 $445K 0.05% +2,217 Timeline BUG 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: 16,836 shares; 2024Q4: 17,102 shares; 2025Q1: 16,962 shares; 2025Q2: 16,608 shares; 2025Q3: 17,483 shares; 2025Q4: 17,650 shares; 2026Q1: 17,677 shares 17,677 $444K 0.05% +27 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 4,053 shares; 2026Q1: 3,731 shares 3,731 $443K 0.05% -322 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 24,155 shares; 2025Q1: 23,747 shares; 2025Q2: 24,467 shares; 2025Q3: 29,257 shares; 2025Q4: 26,752 shares; 2026Q1: 25,802 shares 25,802 $441K 0.05% -950 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: 1,634 shares; 2024Q4: 2,126 shares; 2025Q1: 1,894 shares; 2025Q2: 1,998 shares; 2025Q3: 1,555 shares; 2025Q4: 1,539 shares; 2026Q1: 1,606 shares 1,606 $437K 0.05% +67 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,483 shares; 2026Q1: 3,869 shares 3,869 $435K 0.05% +1,386 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,110 shares; 2025Q4: 1,049 shares; 2026Q1: 1,058 shares 1,058 $431K 0.05% +9 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,189 shares; 2025Q3: 3,177 shares; 2025Q4: 3,122 shares; 2026Q1: 3,098 shares 3,098 $426K 0.04% -24 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,173 shares; 2025Q1: 2,100 shares; 2025Q2: 2,137 shares; 2025Q3: 2,161 shares; 2025Q4: 2,186 shares; 2026Q1: 2,338 shares 2,338 $426K 0.04% +152 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: 2,392 shares; 2024Q4: 2,506 shares; 2025Q1: 1,679 shares; 2025Q2: 1,297 shares; 2025Q3: 1,685 shares; 2025Q4: 1,738 shares; 2026Q1: 1,686 shares 1,686 $419K 0.04% -52 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,346 shares; 2024Q4: 10,257 shares; 2025Q1: 9,929 shares; 2025Q2: 9,553 shares; 2025Q3: 8,456 shares; 2025Q4: 8,875 shares; 2026Q1: 8,582 shares 8,582 $418K 0.04% -293 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 3,532 shares; 2025Q3: 4,074 shares; 2025Q4: 3,893 shares; 2026Q1: 4,427 shares 4,427 $409K 0.04% +534 Timeline ESBG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,465 shares; 2026Q1: 19,096 shares 19,096 $405K 0.04% +8,631 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: not reported; 2024Q4: 3,087 shares; 2025Q1: 4,403 shares; 2025Q2: 4,542 shares; 2025Q3: 4,798 shares; 2025Q4: 9,363 shares; 2026Q1: 9,488 shares 9,488 $395K 0.04% +125 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,301 shares 1,301 $393K 0.04% -78 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares; 2026Q1: 6,912 shares 6,912 $393K 0.04% +3,114 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,978 shares; 2025Q1: 4,036 shares; 2025Q2: 4,068 shares; 2025Q3: 4,084 shares; 2025Q4: 8,028 shares; 2026Q1: 7,818 shares 7,818 $391K 0.04% -210 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: 10,261 shares; 2024Q4: 10,313 shares; 2025Q1: 9,956 shares; 2025Q2: 9,865 shares; 2025Q3: 9,299 shares; 2025Q4: 9,629 shares; 2026Q1: 9,560 shares 9,560 $390K 0.04% -69 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,239 shares; 2025Q1: 4,281 shares; 2025Q2: 4,316 shares; 2025Q3: 4,338 shares; 2025Q4: 4,187 shares; 2026Q1: 4,268 shares 4,268 $388K 0.04% +81 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: 2,651 shares; 2024Q4: 2,696 shares; 2025Q1: 2,750 shares; 2025Q2: 2,806 shares; 2025Q3: 3,018 shares; 2025Q4: 2,960 shares; 2026Q1: 2,930 shares 2,930 $387K 0.04% -30 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: 1,459 shares; 2024Q4: 1,471 shares; 2025Q1: 1,444 shares; 2025Q2: 2,021 shares; 2025Q3: 2,252 shares; 2025Q4: 2,225 shares; 2026Q1: 2,117 shares 2,117 $386K 0.04% -108 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: 418 shares; 2024Q4: 421 shares; 2025Q1: 409 shares; 2025Q2: 405 shares; 2025Q3: 416 shares; 2025Q4: 418 shares; 2026Q1: 431 shares 431 $385K 0.04% +13 Timeline EFIV 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: 5,243 shares; 2025Q1: 5,685 shares; 2025Q2: 5,569 shares; 2025Q3: 6,023 shares; 2025Q4: 6,129 shares; 2026Q1: 6,012 shares 6,012 $379K 0.04% -117 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,264 shares; 2025Q4: 10,264 shares; 2026Q1: 9,753 shares 9,753 $378K 0.04% -511 Timeline WCME 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: 18,483 shares; 2025Q4: not reported; 2026Q1: 22,329 shares 22,329 $375K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,665 shares; 2025Q4: 7,456 shares; 2026Q1: 8,425 shares 8,425 $372K 0.04% +969 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: 2,659 shares; 2024Q4: 2,683 shares; 2025Q1: 2,700 shares; 2025Q2: 2,701 shares; 2025Q3: 2,693 shares; 2025Q4: 2,720 shares; 2026Q1: 2,736 shares 2,736 $371K 0.04% +16 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,149 shares; 2025Q3: 4,074 shares; 2025Q4: 4,068 shares; 2026Q1: 3,398 shares 3,398 $369K 0.04% -670 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,036 shares; 2026Q1: 14,550 shares 14,550 $368K 0.04% +3,514 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 12,347 shares; 2025Q1: 12,347 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares; 2026Q1: 9,035 shares 9,035 $366K 0.04% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 9,034 shares; 2025Q3: 9,941 shares; 2025Q4: 8,733 shares; 2026Q1: 7,852 shares 7,852 $362K 0.04% -881 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: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: 4,527 shares; 2025Q3: 4,026 shares; 2025Q4: 13,207 shares; 2026Q1: 7,218 shares 7,218 $360K 0.04% -5,989 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,653 shares; 2025Q3: 6,821 shares; 2025Q4: 4,618 shares; 2026Q1: 6,455 shares 6,455 $357K 0.04% +1,837 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,869 shares; 2025Q4: 1,846 shares; 2026Q1: 2,103 shares 2,103 $356K 0.04% +257 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 319 shares; 2025Q3: 313 shares; 2025Q4: 308 shares; 2026Q1: 369 shares 369 $354K 0.04% +61 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,964 shares 13,964 $351K 0.04% new Timeline AVLV 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: not reported; 2025Q4: not reported; 2026Q1: 4,324 shares 4,324 $349K 0.04% new Timeline ANGL 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: 9,109 shares; 2024Q4: 9,594 shares; 2025Q1: 10,291 shares; 2025Q2: 11,654 shares; 2025Q3: 10,983 shares; 2025Q4: 10,835 shares; 2026Q1: 12,078 shares 12,078 $347K 0.04% +1,243 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: 12,513 shares; 2024Q4: 12,513 shares; 2025Q1: 13,291 shares; 2025Q2: 13,291 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares; 2026Q1: 13,111 shares 13,111 $344K 0.04% -180 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,177 shares 3,177 $340K 0.04% new 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: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,268 shares; 2025Q2: 911 shares; 2025Q3: 891 shares; 2025Q4: 865 shares; 2026Q1: 1,030 shares 1,030 $339K 0.04% +165 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,987 shares; 2025Q3: 5,473 shares; 2025Q4: 5,718 shares; 2026Q1: 6,443 shares 6,443 $338K 0.04% +725 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 3,613 shares; 2025Q1: 3,342 shares; 2025Q2: 3,010 shares; 2025Q3: 2,899 shares; 2025Q4: 2,944 shares; 2026Q1: 2,846 shares 2,846 $338K 0.04% -98 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: 1,712 shares; 2024Q4: 1,707 shares; 2025Q1: 1,625 shares; 2025Q2: 1,628 shares; 2025Q3: 1,714 shares; 2025Q4: 1,693 shares; 2026Q1: 1,730 shares 1,730 $336K 0.04% +37 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: 1,903 shares; 2024Q4: 1,893 shares; 2025Q1: 1,896 shares; 2025Q2: 1,903 shares; 2025Q3: 1,640 shares; 2025Q4: 1,702 shares; 2026Q1: 1,749 shares 1,749 $336K 0.04% +47 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to 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: 702 shares 702 $333K 0.04% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 579 shares; 2025Q1: 646 shares; 2025Q2: 584 shares; 2025Q3: 838 shares; 2025Q4: 815 shares; 2026Q1: 974 shares 974 $333K 0.04% +159 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,375 shares 4,375 $330K 0.03% new 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: 7,300 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 6,572 shares; 2025Q3: 6,249 shares; 2025Q4: 5,838 shares; 2026Q1: 5,838 shares 5,838 $330K 0.03% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 13,274 shares; 2025Q1: 13,569 shares; 2025Q2: 12,312 shares; 2025Q3: 12,284 shares; 2025Q4: 10,507 shares; 2026Q1: 4,788 shares 4,788 $324K 0.03% -5,719 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,516 shares 2,516 $321K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 488 shares; 2025Q1: 542 shares; 2025Q2: 642 shares; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 689 shares 689 $318K 0.03% +7 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: 2,997 shares; 2024Q4: 3,045 shares; 2025Q1: 3,048 shares; 2025Q2: 3,070 shares; 2025Q3: 3,488 shares; 2025Q4: 3,455 shares; 2026Q1: 3,505 shares 3,505 $317K 0.03% +50 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 15,524 shares; 2025Q1: 18,708 shares; 2025Q2: 12,020 shares; 2025Q3: 11,592 shares; 2025Q4: not reported; 2026Q1: 12,877 shares 12,877 $317K 0.03% new Timeline FMDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares 8,808 $317K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,170 shares; 2025Q1: 3,150 shares; 2025Q2: 2,588 shares; 2025Q3: 2,713 shares; 2025Q4: 2,950 shares; 2026Q1: 2,409 shares 2,409 $310K 0.03% -541 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,140 shares; 2025Q4: 3,979 shares; 2026Q1: 4,941 shares 4,941 $310K 0.03% +962 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 8,373 shares; 2025Q1: 7,984 shares; 2025Q2: 6,381 shares; 2025Q3: 8,364 shares; 2025Q4: 4,695 shares; 2026Q1: 4,733 shares 4,733 $308K 0.03% +38 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,292 shares; 2025Q1: 2,830 shares; 2025Q2: 2,529 shares; 2025Q3: 2,489 shares; 2025Q4: 2,302 shares; 2026Q1: 2,026 shares 2,026 $304K 0.03% -276 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 2,215 shares; 2025Q1: 2,168 shares; 2025Q2: 2,381 shares; 2025Q3: 1,798 shares; 2025Q4: 1,856 shares; 2026Q1: 1,880 shares 1,880 $301K 0.03% +24 Timeline MFUT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,055 shares 17,055 $300K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,977 shares 5,977 $300K 0.03% new Timeline APOC 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: 14,040 shares; 2025Q2: 12,519 shares; 2025Q3: 11,866 shares; 2025Q4: 11,645 shares; 2026Q1: 11,520 shares 11,520 $294K 0.03% -125 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares 850 $291K 0.03% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,496 shares; 2025Q4: 9,025 shares; 2026Q1: 5,958 shares 5,958 $290K 0.03% -3,067 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,328 shares; 2025Q4: 3,511 shares; 2026Q1: 3,932 shares 3,932 $287K 0.03% +421 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: 13,742 shares; 2025Q4: 13,742 shares; 2026Q1: 13,582 shares 13,582 $279K 0.03% -160 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,532 shares; 2026Q1: 2,792 shares 2,792 $277K 0.03% +260 Timeline VIXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,006 shares 8,006 $275K 0.03% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,502 shares; 2026Q1: 8,028 shares 8,028 $271K 0.03% +526 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,001 shares; 2025Q4: 2,017 shares; 2026Q1: 2,699 shares 2,699 $270K 0.03% +682 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,084 shares; 2026Q1: 1,594 shares 1,594 $269K 0.03% -4,490 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: not reported; 2024Q4: 1,493 shares; 2025Q1: 1,557 shares; 2025Q2: 1,649 shares; 2025Q3: 1,447 shares; 2025Q4: 1,430 shares; 2026Q1: 1,347 shares 1,347 $268K 0.03% -83 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,396 shares; 2025Q1: 2,414 shares; 2025Q2: 2,428 shares; 2025Q3: 2,430 shares; 2025Q4: 2,443 shares; 2026Q1: 2,458 shares 2,458 $264K 0.03% +15 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: 20,774 shares; 2024Q4: 21,086 shares; 2025Q1: 2,938 shares; 2025Q2: 2,443 shares; 2025Q3: 2,270 shares; 2025Q4: 1,881 shares; 2026Q1: 1,794 shares 1,794 $261K 0.03% -87 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,269 shares; 2025Q1: 4,279 shares; 2025Q2: 4,287 shares; 2025Q3: 4,294 shares; 2025Q4: 4,305 shares; 2026Q1: 4,316 shares 4,316 $259K 0.03% +11 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 326 shares; 2025Q4: not reported; 2026Q1: 327 shares 327 $258K 0.03% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 9,590 shares; 2025Q1: 9,590 shares; 2025Q2: 9,590 shares; 2025Q3: 9,590 shares; 2025Q4: 9,590 shares; 2026Q1: 9,590 shares 9,590 $258K 0.03% 0 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: 2,227 shares; 2024Q4: 2,120 shares; 2025Q1: 3,263 shares; 2025Q2: 3,524 shares; 2025Q3: 2,523 shares; 2025Q4: 2,285 shares; 2026Q1: 2,494 shares 2,494 $256K 0.03% +209 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,797 shares; 2025Q3: 3,051 shares; 2025Q4: 3,732 shares; 2026Q1: 3,695 shares 3,695 $256K 0.03% -37 Timeline FIDU 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: not reported; 2024Q4: 7,017 shares; 2025Q1: not reported; 2025Q2: 2,791 shares; 2025Q3: 2,807 shares; 2025Q4: not reported; 2026Q1: 2,950 shares 2,950 $255K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,712 shares; 2025Q3: not reported; 2025Q4: 8,797 shares; 2026Q1: 9,089 shares 9,089 $255K 0.03% +292 Timeline FDRR 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: 5,125 shares; 2024Q4: 4,875 shares; 2025Q1: 4,878 shares; 2025Q2: 4,613 shares; 2025Q3: 4,612 shares; 2025Q4: 4,489 shares; 2026Q1: 4,339 shares 4,339 $255K 0.03% -150 Timeline COPX 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: 6,085 shares; 2024Q4: 6,743 shares; 2025Q1: 7,180 shares; 2025Q2: 7,741 shares; 2025Q3: 7,756 shares; 2025Q4: 3,019 shares; 2026Q1: 3,328 shares 3,328 $254K 0.03% +309 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,268 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,216 shares; 2025Q4: 1,207 shares; 2026Q1: 1,219 shares 1,219 $252K 0.03% +12 Timeline USHY 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: 5,395 shares; 2024Q4: 5,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,796 shares 6,796 $250K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 882 shares 882 $250K 0.03% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,802 shares 9,802 $250K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,193 shares; 2025Q1: 5,685 shares; 2025Q2: 5,974 shares; 2025Q3: 6,173 shares; 2025Q4: 5,734 shares; 2026Q1: 4,717 shares 4,717 $249K 0.03% -1,017 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: 2,268 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,191 shares 10,191 $249K 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,588 shares; 2025Q4: not reported; 2026Q1: 3,647 shares 3,647 $248K 0.03% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $247K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,504 shares; 2025Q1: 13,212 shares; 2025Q2: not reported; 2025Q3: 13,922 shares; 2025Q4: 12,965 shares; 2026Q1: 6,310 shares 6,310 $246K 0.03% -6,655 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,987 shares 5,987 $246K 0.03% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,704 shares 3,704 $243K 0.03% new 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: 1,065 shares; 2024Q4: 1,152 shares; 2025Q1: 1,654 shares; 2025Q2: 1,581 shares; 2025Q3: 1,506 shares; 2025Q4: 884 shares; 2026Q1: 525 shares 525 $243K 0.03% -359 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: 6,191 shares; 2024Q4: 6,014 shares; 2025Q1: 4,308 shares; 2025Q2: 4,715 shares; 2025Q3: 5,477 shares; 2025Q4: 5,442 shares; 2026Q1: 3,967 shares 3,967 $241K 0.03% -1,475 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 3,469 shares; 2025Q1: 3,714 shares; 2025Q2: 2,511 shares; 2025Q3: 2,721 shares; 2025Q4: 2,689 shares; 2026Q1: 2,016 shares 2,016 $239K 0.03% -673 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,096 shares; 2026Q1: 4,357 shares 4,357 $238K 0.03% -739 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: not reported; 2025Q1: 3,256 shares; 2025Q2: 3,163 shares; 2025Q3: 3,478 shares; 2025Q4: 3,380 shares; 2026Q1: 3,308 shares 3,308 $238K 0.03% -72 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: 38,323 shares; 2024Q4: 67,317 shares; 2025Q1: 31,128 shares; 2025Q2: 6,804 shares; 2025Q3: 6,101 shares; 2025Q4: 3,978 shares; 2026Q1: 2,638 shares 2,638 $236K 0.02% -1,340 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,545 shares; 2026Q1: 1,571 shares 1,571 $236K 0.02% -974 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: 2,471 shares; 2024Q4: 2,470 shares; 2025Q1: 2,475 shares; 2025Q2: 2,498 shares; 2025Q3: 2,479 shares; 2025Q4: 2,473 shares; 2026Q1: 2,537 shares 2,537 $235K 0.02% +64 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,811 shares 4,811 $235K 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,003 shares; 2025Q1: not reported; 2025Q2: 4,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,664 shares 4,664 $235K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares 803 $233K 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,189 shares; 2024Q4: 23,167 shares; 2025Q1: 18,716 shares; 2025Q2: 15,991 shares; 2025Q3: 2,256 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $232K 0.02% 0 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: 1,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,258 shares 1,258 $232K 0.02% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,924 shares 1,924 $231K 0.02% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 6,535 shares; 2025Q1: 5,676 shares; 2025Q2: 4,552 shares; 2025Q3: 6,508 shares; 2025Q4: 6,230 shares; 2026Q1: 4,537 shares 4,537 $230K 0.02% -1,693 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares 1,754 $230K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,470 shares 7,470 $228K 0.02% new 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: 9,106 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 8,190 shares; 2025Q3: 7,788 shares; 2025Q4: 7,282 shares; 2026Q1: 7,283 shares 7,283 $228K 0.02% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares 620 $222K 0.02% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares 2,954 $220K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,197 shares 2,197 $218K 0.02% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,484 shares; 2024Q4: 90,671 shares; 2025Q1: 97,441 shares; 2025Q2: 110,384 shares; 2025Q3: 9,197 shares; 2025Q4: 5,575 shares; 2026Q1: 4,824 shares 4,824 $216K 0.02% -751 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,038 shares; 2025Q1: 1,233 shares; 2025Q2: 1,695 shares; 2025Q3: 938 shares; 2025Q4: 920 shares; 2026Q1: 1,088 shares 1,088 $216K 0.02% +168 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares; 2026Q1: 2,303 shares 2,303 $216K 0.02% -217 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099 shares 1,099 $215K 0.02% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares 7,725 $213K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,393 shares; 2024Q4: 49,174 shares; 2025Q1: 47,058 shares; 2025Q2: 38,431 shares; 2025Q3: 39,949 shares; 2025Q4: 36,979 shares; 2026Q1: 4,709 shares 4,709 $213K 0.02% -32,270 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,355 shares 2,355 $213K 0.02% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $212K 0.02% new 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: 13,220 shares; 2024Q4: 19,109 shares; 2025Q1: 16,787 shares; 2025Q2: 13,026 shares; 2025Q3: 10,033 shares; 2025Q4: 13,285 shares; 2026Q1: 4,343 shares 4,343 $210K 0.02% -8,942 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 5,084 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,525 shares 3,525 $208K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,470 shares; 2025Q1: 3,348 shares; 2025Q2: 3,801 shares; 2025Q3: not reported; 2025Q4: 1,213 shares; 2026Q1: 1,262 shares 1,262 $208K 0.02% +49 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,803 shares; 2025Q3: 5,389 shares; 2025Q4: 5,382 shares; 2026Q1: 5,232 shares 5,232 $206K 0.02% -150 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291 shares 1,291 $206K 0.02% new Timeline MILN 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: 5,566 shares; 2024Q4: 5,046 shares; 2025Q1: 5,180 shares; 2025Q2: 5,154 shares; 2025Q3: 5,200 shares; 2025Q4: 4,791 shares; 2026Q1: 5,048 shares 5,048 $205K 0.02% +257 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $204K 0.02% new Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $203K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 12,927 shares 12,927 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares 3,486 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares; 2026Q1: 1,452 shares 1,452 $201K 0.02% +6 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,202 shares; 2025Q1: 2,183 shares; 2025Q2: 2,148 shares; 2025Q3: 2,130 shares; 2025Q4: 2,123 shares; 2026Q1: 1,955 shares 1,955 $196K 0.02% -168 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,369 shares 5,369 $190K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 12,710 shares; 2025Q2: 12,974 shares; 2025Q3: 14,377 shares; 2025Q4: 12,838 shares; 2026Q1: 13,790 shares 13,790 $159K 0.02% +952 Timeline VELO VELO3D INC More: the full row for VELO3D INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,620 shares 15,620 $147K 0.02% new Timeline ICVT 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: 1,200 shares 1,200 $122K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,873 shares; 2025Q2: 12,594 shares; 2025Q3: 12,970 shares; 2025Q4: not reported; 2026Q1: 14,914 shares 14,914 $77.1K 0.01% new Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,139 shares; 2026Q1: 14,016 shares 14,016 $43K <0.01% +2,877 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,243 shares; 2025Q2: 24,253 shares; 2025Q3: 24,243 shares; 2025Q4: 24,163 shares; 2026Q1: 22,697 shares 22,697 $17.6K <0.01% -1,466 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $6.09K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares 9 $4.84K <0.01% new Timeline