RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,628 shares; 2024Q4: 62,611 shares; 2025Q1: 87,406 shares; 2025Q2: 136,418 shares; 2025Q3: 183,152 shares 183,152 $6.47M <0.01% +46,734 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,988 shares; 2024Q4: 249,557 shares; 2025Q1: 259,878 shares; 2025Q2: 279,388 shares; 2025Q3: 302,248 shares 302,248 $6.47M <0.01% +22,860 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,346 shares; 2024Q4: 61,081 shares; 2025Q1: 171,279 shares; 2025Q2: 231,499 shares; 2025Q3: 300,253 shares 300,253 $6.43M <0.01% +68,754 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,528 shares; 2024Q4: 73,698 shares; 2025Q1: 85,220 shares; 2025Q2: 98,028 shares; 2025Q3: 121,842 shares 121,842 $6.37M <0.01% +23,814 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,880 shares; 2024Q4: 133,342 shares; 2025Q1: 136,457 shares; 2025Q2: 139,111 shares; 2025Q3: 140,415 shares 140,415 $6.36M <0.01% +1,304 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 20,073 shares; 2025Q1: 44,845 shares; 2025Q2: 56,531 shares; 2025Q3: 57,203 shares 57,203 $6.32M <0.01% +672 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,211 shares; 2024Q4: 67,082 shares; 2025Q1: 77,578 shares; 2025Q2: 85,134 shares; 2025Q3: 95,399 shares 95,399 $6.31M <0.01% +10,265 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,912 shares; 2024Q4: 92,496 shares; 2025Q1: 168,355 shares; 2025Q2: 271,909 shares; 2025Q3: 326,266 shares 326,266 $6.26M <0.01% +54,357 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 38,651 shares; 2025Q1: 66,931 shares; 2025Q2: 102,510 shares; 2025Q3: 142,383 shares 142,383 $6.24M <0.01% +39,873 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 20,901 shares; 2025Q1: 27,249 shares; 2025Q2: 38,922 shares; 2025Q3: 49,768 shares 49,768 $6.24M <0.01% +10,846 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,158 shares; 2024Q4: 120,600 shares; 2025Q1: 241,084 shares; 2025Q2: 305,772 shares; 2025Q3: 374,594 shares 374,594 $6.24M <0.01% +68,822 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,365 shares; 2024Q4: 112,932 shares; 2025Q1: 138,307 shares; 2025Q2: 122,318 shares; 2025Q3: 133,207 shares 133,207 $6.21M <0.01% +10,889 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,618 shares; 2024Q4: 57,568 shares; 2025Q1: 70,696 shares; 2025Q2: 70,888 shares; 2025Q3: 79,613 shares 79,613 $6.21M <0.01% +8,725 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,768 shares; 2024Q4: 31,991 shares; 2025Q1: 53,362 shares; 2025Q2: 69,950 shares; 2025Q3: 76,396 shares 76,396 $6.21M <0.01% +6,446 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 25,863 shares; 2025Q1: 36,074 shares; 2025Q2: 37,583 shares; 2025Q3: 42,870 shares 42,870 $6.2M <0.01% +5,287 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 33,137 shares; 2025Q1: 36,766 shares; 2025Q2: 55,024 shares; 2025Q3: 74,055 shares 74,055 $6.15M <0.01% +19,031 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,830 shares; 2024Q4: 11,935 shares; 2025Q1: 16,410 shares; 2025Q2: 21,472 shares; 2025Q3: 26,640 shares 26,640 $6.14M <0.01% +5,168 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,950 shares; 2025Q1: 70,957 shares; 2025Q2: 92,004 shares; 2025Q3: 115,169 shares 115,169 $6.12M <0.01% +23,165 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,398 shares; 2024Q4: 48,969 shares; 2025Q1: 62,427 shares; 2025Q2: 72,608 shares; 2025Q3: 88,305 shares 88,305 $6.09M <0.01% +15,697 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 22,438 shares; 2025Q1: 29,756 shares; 2025Q2: 29,943 shares; 2025Q3: 35,431 shares 35,431 $6.09M <0.01% +5,488 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,954 shares; 2024Q4: 23,568 shares; 2025Q1: 24,915 shares; 2025Q2: 30,089 shares; 2025Q3: 32,286 shares 32,286 $6.07M <0.01% +2,197 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,417 shares; 2024Q4: 36,825 shares; 2025Q1: 49,992 shares; 2025Q2: 54,236 shares; 2025Q3: 78,048 shares 78,048 $6.04M <0.01% +23,812 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 7,720 shares; 2025Q1: 10,092 shares; 2025Q2: 11,387 shares; 2025Q3: 12,636 shares 12,636 $6.02M <0.01% +1,249 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,047 shares; 2024Q4: 94,970 shares; 2025Q1: 169,218 shares; 2025Q2: 225,098 shares; 2025Q3: 260,004 shares 260,004 $6M <0.01% +34,906 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,617 shares; 2024Q4: 48,755 shares; 2025Q1: 68,473 shares; 2025Q2: 90,562 shares; 2025Q3: 250,281 shares 250,281 $5.99M <0.01% +159,719 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,934 shares; 2025Q1: 106,577 shares; 2025Q2: 172,392 shares; 2025Q3: 215,617 shares 215,617 $5.98M <0.01% +43,225 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,981 shares; 2024Q4: 40,019 shares; 2025Q1: 47,585 shares; 2025Q2: 63,552 shares; 2025Q3: 70,237 shares 70,237 $5.98M <0.01% +6,685 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,029 shares; 2024Q4: 63,791 shares; 2025Q1: 74,499 shares; 2025Q2: 86,560 shares; 2025Q3: 87,817 shares 87,817 $5.92M <0.01% +1,257 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 5,353 shares; 2025Q1: 6,868 shares; 2025Q2: 8,577 shares; 2025Q3: 9,881 shares 9,881 $5.9M <0.01% +1,304 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,439 shares; 2024Q4: 41,704 shares; 2025Q1: 60,915 shares; 2025Q2: 120,854 shares; 2025Q3: 174,110 shares 174,110 $5.89M <0.01% +53,256 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 6,408 shares; 2025Q1: 16,094 shares; 2025Q2: 19,985 shares; 2025Q3: 28,159 shares 28,159 $5.83M <0.01% +8,174 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,501 shares; 2024Q4: 49,457 shares; 2025Q1: 47,018 shares; 2025Q2: 51,186 shares; 2025Q3: 59,118 shares 59,118 $5.82M <0.01% +7,932 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,253 shares; 2024Q4: 104,581 shares; 2025Q1: 133,300 shares; 2025Q2: 167,116 shares; 2025Q3: 189,911 shares 189,911 $5.81M <0.01% +22,795 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 38,441 shares; 2025Q1: 76,155 shares; 2025Q2: 120,073 shares; 2025Q3: 156,803 shares 156,803 $5.81M <0.01% +36,730 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 13,635 shares; 2025Q1: 24,543 shares; 2025Q2: 40,967 shares; 2025Q3: 110,691 shares 110,691 $5.8M <0.01% +69,724 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,141 shares; 2024Q4: 88,160 shares; 2025Q1: 100,543 shares; 2025Q2: 123,974 shares; 2025Q3: 161,028 shares 161,028 $5.75M <0.01% +37,054 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,848 shares; 2024Q4: 36,850 shares; 2025Q1: 61,749 shares; 2025Q2: 79,167 shares; 2025Q3: 109,055 shares 109,055 $5.72M <0.01% +29,888 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,844 shares; 2024Q4: 208,439 shares; 2025Q1: 249,800 shares; 2025Q2: 431,719 shares; 2025Q3: 632,281 shares 632,281 $5.7M <0.01% +200,562 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 82,382 shares; 2025Q1: 105,534 shares; 2025Q2: 120,661 shares; 2025Q3: 107,497 shares 107,497 $5.7M <0.01% -13,164 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,063 shares; 2024Q4: 77,716 shares; 2025Q1: 96,926 shares; 2025Q2: 106,727 shares; 2025Q3: 117,874 shares 117,874 $5.65M <0.01% +11,147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,478 shares; 2024Q4: 27,194 shares; 2025Q1: 33,620 shares; 2025Q2: 38,670 shares; 2025Q3: 52,075 shares 52,075 $5.58M <0.01% +13,405 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 40,097 shares; 2025Q1: 52,303 shares; 2025Q2: 60,519 shares; 2025Q3: 69,904 shares 69,904 $5.57M <0.01% +9,385 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 3,237 shares; 2025Q1: 5,513 shares; 2025Q2: 7,762 shares; 2025Q3: 9,811 shares 9,811 $5.55M <0.01% +2,049 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 35,464 shares; 2025Q1: 74,622 shares; 2025Q2: 84,118 shares; 2025Q3: 89,552 shares 89,552 $5.53M <0.01% +5,434 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,410 shares; 2024Q4: 40,742 shares; 2025Q1: 51,894 shares; 2025Q2: 91,943 shares; 2025Q3: 141,354 shares 141,354 $5.51M <0.01% +49,411 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,786 shares; 2025Q1: 2,680 shares; 2025Q2: 3,787 shares; 2025Q3: 5,148 shares 5,148 $5.48M <0.01% +1,361 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: 17,302 shares; 2025Q1: 24,403 shares; 2025Q2: 37,985 shares; 2025Q3: 52,618 shares 52,618 $5.44M <0.01% +14,633 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,062 shares; 2024Q4: 19,054 shares; 2025Q1: 21,980 shares; 2025Q2: 27,132 shares; 2025Q3: 26,615 shares 26,615 $5.44M <0.01% -517 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,345 shares; 2024Q4: 34,800 shares; 2025Q1: 48,313 shares; 2025Q2: 83,289 shares; 2025Q3: 115,278 shares 115,278 $5.43M <0.01% +31,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 12,555 shares; 2025Q1: 18,005 shares; 2025Q2: 21,463 shares; 2025Q3: 25,504 shares 25,504 $5.43M <0.01% +4,041 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,956 shares; 2024Q4: 17,650 shares; 2025Q1: 34,292 shares; 2025Q2: 51,823 shares; 2025Q3: 67,778 shares 67,778 $5.41M <0.01% +15,955 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,704 shares; 2024Q4: 49,873 shares; 2025Q1: 56,943 shares; 2025Q2: 61,533 shares; 2025Q3: 67,628 shares 67,628 $5.37M <0.01% +6,095 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,264 shares; 2024Q4: 111,797 shares; 2025Q1: 147,478 shares; 2025Q2: 171,660 shares; 2025Q3: 202,561 shares 202,561 $5.28M <0.01% +30,901 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,041 shares; 2024Q4: 28,445 shares; 2025Q1: 37,036 shares; 2025Q2: 40,811 shares; 2025Q3: 42,316 shares 42,316 $5.27M <0.01% +1,505 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 14,175 shares; 2025Q1: 29,717 shares; 2025Q2: 34,378 shares; 2025Q3: 37,453 shares 37,453 $5.26M <0.01% +3,075 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,007 shares; 2024Q4: 53,092 shares; 2025Q1: 75,696 shares; 2025Q2: 88,952 shares; 2025Q3: 91,753 shares 91,753 $5.25M <0.01% +2,801 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,559 shares; 2024Q4: 53,964 shares; 2025Q1: 76,954 shares; 2025Q2: 107,892 shares; 2025Q3: 114,640 shares 114,640 $5.25M <0.01% +6,748 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,603 shares; 2024Q4: 42,370 shares; 2025Q1: 49,679 shares; 2025Q2: 61,710 shares; 2025Q3: 81,903 shares 81,903 $5.24M <0.01% +20,193 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 12,990 shares; 2025Q1: 26,100 shares; 2025Q2: 32,902 shares; 2025Q3: 41,491 shares 41,491 $5.2M <0.01% +8,589 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 447 shares; 2025Q1: 603 shares; 2025Q2: 1,099 shares; 2025Q3: 1,227 shares 1,227 $5.15M <0.01% +128 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,250 shares; 2024Q4: 72,435 shares; 2025Q1: 94,388 shares; 2025Q2: 114,948 shares; 2025Q3: 128,743 shares 128,743 $5.14M <0.01% +13,795 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,993 shares; 2024Q4: 109,222 shares; 2025Q1: 170,960 shares; 2025Q2: 247,813 shares; 2025Q3: 304,486 shares 304,486 $5.14M <0.01% +56,673 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,537 shares; 2024Q4: 19,767 shares; 2025Q1: 25,584 shares; 2025Q2: 41,173 shares; 2025Q3: 53,582 shares 53,582 $5.11M <0.01% +12,409 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 30,939 shares; 2025Q1: 39,345 shares; 2025Q2: 42,836 shares; 2025Q3: 50,319 shares 50,319 $5.08M <0.01% +7,483 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,786 shares; 2024Q4: 23,743 shares; 2025Q1: 30,180 shares; 2025Q2: 31,520 shares; 2025Q3: 45,658 shares 45,658 $5.07M <0.01% +14,138 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 31,568 shares; 2025Q1: 48,233 shares; 2025Q2: 65,951 shares; 2025Q3: 72,928 shares 72,928 $5.06M <0.01% +6,977 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 14,793 shares; 2025Q1: 56,977 shares; 2025Q2: 105,840 shares; 2025Q3: 140,501 shares 140,501 $5.04M <0.01% +34,661 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 8,578 shares; 2025Q1: 12,600 shares; 2025Q2: 14,999 shares; 2025Q3: 17,045 shares 17,045 $5.02M <0.01% +2,046 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,920 shares; 2024Q4: 25,565 shares; 2025Q1: 28,789 shares; 2025Q2: 32,787 shares; 2025Q3: 36,532 shares 36,532 $4.99M <0.01% +3,745 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 18,152 shares; 2025Q1: 31,497 shares; 2025Q2: 64,082 shares; 2025Q3: 87,765 shares 87,765 $4.99M <0.01% +23,683 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,642 shares; 2024Q4: 72,068 shares; 2025Q1: 88,458 shares; 2025Q2: 125,653 shares; 2025Q3: 157,325 shares 157,325 $4.98M <0.01% +31,672 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 14,897 shares; 2025Q1: 25,435 shares; 2025Q2: 56,262 shares; 2025Q3: 87,015 shares 87,015 $4.97M <0.01% +30,753 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 12,649 shares; 2025Q1: 19,489 shares; 2025Q2: 27,803 shares; 2025Q3: 35,074 shares 35,074 $4.96M <0.01% +7,271 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,552 shares; 2024Q4: 39,211 shares; 2025Q1: 73,461 shares; 2025Q2: 111,978 shares; 2025Q3: 141,959 shares 141,959 $4.95M <0.01% +29,981 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,506 shares; 2024Q4: 46,017 shares; 2025Q1: 69,197 shares; 2025Q2: 83,429 shares; 2025Q3: 101,953 shares 101,953 $4.94M <0.01% +18,524 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 41,762 shares; 2025Q1: 61,419 shares; 2025Q2: 87,824 shares; 2025Q3: 117,810 shares 117,810 $4.92M <0.01% +29,986 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 35,634 shares; 2025Q1: 64,435 shares; 2025Q2: 85,378 shares; 2025Q3: 101,582 shares 101,582 $4.89M <0.01% +16,204 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 27,997 shares; 2025Q1: 49,207 shares; 2025Q2: 58,105 shares; 2025Q3: 69,082 shares 69,082 $4.87M <0.01% +10,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,784 shares; 2024Q4: 35,123 shares; 2025Q1: 41,861 shares; 2025Q2: 50,321 shares; 2025Q3: 67,377 shares 67,377 $4.87M <0.01% +17,056 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,201 shares; 2024Q4: 64,821 shares; 2025Q1: 84,008 shares; 2025Q2: 90,330 shares; 2025Q3: 134,786 shares 134,786 $4.84M <0.01% +44,456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 10,285 shares; 2025Q1: 14,160 shares; 2025Q2: 18,138 shares; 2025Q3: 21,175 shares 21,175 $4.83M <0.01% +3,037 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,755 shares; 2024Q4: 78,335 shares; 2025Q1: 135,903 shares; 2025Q2: 175,276 shares; 2025Q3: 230,445 shares 230,445 $4.8M <0.01% +55,169 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,074 shares; 2024Q4: 129,789 shares; 2025Q1: 199,917 shares; 2025Q2: 227,860 shares; 2025Q3: 287,863 shares 287,863 $4.78M <0.01% +60,003 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,389 shares; 2024Q4: 192,296 shares; 2025Q1: 263,950 shares; 2025Q2: 357,613 shares; 2025Q3: 482,554 shares 482,554 $4.78M <0.01% +124,941 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,025 shares; 2024Q4: 81,691 shares; 2025Q1: 100,578 shares; 2025Q2: 107,278 shares; 2025Q3: 106,283 shares 106,283 $4.76M <0.01% -995 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,633 shares; 2024Q4: 138,066 shares; 2025Q1: 183,892 shares; 2025Q2: 210,194 shares; 2025Q3: 224,009 shares 224,009 $4.71M <0.01% +13,815 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 16,492 shares; 2025Q1: 20,842 shares; 2025Q2: 27,213 shares; 2025Q3: 38,193 shares 38,193 $4.71M <0.01% +10,980 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,077 shares; 2024Q4: 23,869 shares; 2025Q1: 28,602 shares; 2025Q2: 36,589 shares; 2025Q3: 29,888 shares 29,888 $4.69M <0.01% -6,701 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 18,376 shares; 2025Q1: 25,795 shares; 2025Q2: 31,881 shares; 2025Q3: 34,662 shares 34,662 $4.64M <0.01% +2,781 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,070 shares; 2025Q3: 38,280 shares 38,280 $4.61M <0.01% +28,210 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,008 shares; 2024Q4: 63,911 shares; 2025Q1: 103,457 shares; 2025Q2: 181,659 shares; 2025Q3: 184,920 shares 184,920 $4.6M <0.01% +3,261 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,892 shares; 2024Q4: 21,925 shares; 2025Q1: 32,407 shares; 2025Q2: 68,384 shares; 2025Q3: 107,267 shares 107,267 $4.59M <0.01% +38,883 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,472 shares; 2024Q4: 73,385 shares; 2025Q1: 85,298 shares; 2025Q2: 88,752 shares; 2025Q3: 91,820 shares 91,820 $4.59M <0.01% +3,068 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,894 shares; 2025Q2: 90,908 shares; 2025Q3: 170,119 shares 170,119 $4.58M <0.01% +79,211 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,976 shares; 2025Q2: 39,347 shares; 2025Q3: 87,503 shares 87,503 $4.58M <0.01% +48,156 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,885 shares; 2024Q4: 8,071 shares; 2025Q1: 10,215 shares; 2025Q2: 8,491 shares; 2025Q3: 11,509 shares 11,509 $4.57M <0.01% +3,018 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,124 shares; 2024Q4: 93,615 shares; 2025Q1: 86,680 shares; 2025Q2: 104,626 shares; 2025Q3: 127,792 shares 127,792 $4.55M <0.01% +23,166 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 15,399 shares; 2025Q1: 68,197 shares; 2025Q2: 89,723 shares; 2025Q3: 119,739 shares 119,739 $4.55M <0.01% +30,016 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,326 shares; 2024Q4: 70,948 shares; 2025Q1: 75,267 shares; 2025Q2: 82,138 shares; 2025Q3: 91,231 shares 91,231 $4.55M <0.01% +9,093 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 26,230 shares; 2025Q3: 85,418 shares 85,418 $4.53M <0.01% +59,188 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,964 shares; 2025Q1: 60,479 shares; 2025Q2: 80,074 shares; 2025Q3: 98,858 shares 98,858 $4.53M <0.01% +18,784 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,843 shares; 2024Q4: 43,799 shares; 2025Q1: 57,217 shares; 2025Q2: 76,192 shares; 2025Q3: 100,911 shares 100,911 $4.53M <0.01% +24,719 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 67,848 shares; 2025Q1: 84,604 shares; 2025Q2: 94,057 shares; 2025Q3: 105,834 shares 105,834 $4.51M <0.01% +11,777 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 13,123 shares; 2025Q1: 16,324 shares; 2025Q2: 18,651 shares; 2025Q3: 19,902 shares 19,902 $4.5M <0.01% +1,251 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,201 shares; 2024Q4: 60,539 shares; 2025Q1: 81,430 shares; 2025Q2: 88,908 shares; 2025Q3: 99,549 shares 99,549 $4.48M <0.01% +10,641 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 112,169 shares; 2025Q1: 121,494 shares; 2025Q2: 125,926 shares; 2025Q3: 144,576 shares 144,576 $4.46M <0.01% +18,650 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 5,677 shares; 2025Q1: 25,815 shares; 2025Q2: 35,604 shares; 2025Q3: 56,740 shares 56,740 $4.45M <0.01% +21,136 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,168 shares; 2025Q1: 9,607 shares; 2025Q2: 21,755 shares; 2025Q3: 43,319 shares 43,319 $4.41M <0.01% +21,564 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 8,499 shares; 2025Q1: 10,974 shares; 2025Q2: 17,569 shares; 2025Q3: 22,133 shares 22,133 $4.39M <0.01% +4,564 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,554 shares; 2024Q4: 69,233 shares; 2025Q1: 88,345 shares; 2025Q2: 96,611 shares; 2025Q3: 114,430 shares 114,430 $4.39M <0.01% +17,819 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,189 shares; 2024Q4: 14,879 shares; 2025Q1: 55,143 shares; 2025Q2: 67,716 shares; 2025Q3: 82,641 shares 82,641 $4.38M <0.01% +14,925 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 40,446 shares; 2025Q1: 48,953 shares; 2025Q2: 56,506 shares; 2025Q3: 61,666 shares 61,666 $4.37M <0.01% +5,160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,712 shares; 2024Q4: 69,410 shares; 2025Q1: 91,626 shares; 2025Q2: 103,755 shares; 2025Q3: 99,385 shares 99,385 $4.33M <0.01% -4,370 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,794 shares; 2024Q4: 38,198 shares; 2025Q1: 58,005 shares; 2025Q2: 72,117 shares; 2025Q3: 80,808 shares 80,808 $4.3M <0.01% +8,691 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 40,713 shares; 2025Q1: 47,103 shares; 2025Q2: 101,204 shares; 2025Q3: 162,859 shares 162,859 $4.29M <0.01% +61,655 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,809 shares; 2024Q4: 56,079 shares; 2025Q1: 70,523 shares; 2025Q2: 93,822 shares; 2025Q3: 100,466 shares 100,466 $4.26M <0.01% +6,644 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,495 shares; 2024Q4: 29,380 shares; 2025Q1: 34,513 shares; 2025Q2: 40,770 shares; 2025Q3: 44,625 shares 44,625 $4.24M <0.01% +3,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,798 shares; 2024Q4: 39,331 shares; 2025Q1: 42,384 shares; 2025Q2: 46,982 shares; 2025Q3: 56,842 shares 56,842 $4.24M <0.01% +9,860 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 7,753 shares; 2025Q1: 10,386 shares; 2025Q2: 13,237 shares; 2025Q3: 15,018 shares 15,018 $4.22M <0.01% +1,781 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 10,780 shares; 2025Q1: 24,167 shares; 2025Q2: 33,537 shares; 2025Q3: 42,682 shares 42,682 $4.2M <0.01% +9,145 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,541 shares; 2024Q4: 42,206 shares; 2025Q1: 60,766 shares; 2025Q2: 71,874 shares; 2025Q3: 85,377 shares 85,377 $4.18M <0.01% +13,503 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,969 shares; 2025Q1: 9,987 shares; 2025Q2: 13,506 shares; 2025Q3: 18,978 shares 18,978 $4.17M <0.01% +5,472 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,509 shares; 2024Q4: 62,792 shares; 2025Q1: 73,004 shares; 2025Q2: 84,670 shares; 2025Q3: 98,459 shares 98,459 $4.17M <0.01% +13,789 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,496 shares; 2024Q4: 41,270 shares; 2025Q1: 56,854 shares; 2025Q2: 75,272 shares; 2025Q3: 78,360 shares 78,360 $4.16M <0.01% +3,088 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 15,065 shares; 2025Q1: 28,098 shares; 2025Q2: 39,576 shares; 2025Q3: 51,947 shares 51,947 $4.16M <0.01% +12,371 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,136 shares; 2024Q4: 28,402 shares; 2025Q1: 47,578 shares; 2025Q2: 119,629 shares; 2025Q3: 166,372 shares 166,372 $4.11M <0.01% +46,743 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 12,403 shares; 2025Q1: 16,333 shares; 2025Q2: 19,361 shares; 2025Q3: 21,821 shares 21,821 $4.1M <0.01% +2,460 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,182 shares; 2024Q4: 34,490 shares; 2025Q1: 46,609 shares; 2025Q2: 54,194 shares; 2025Q3: 66,977 shares 66,977 $4.1M <0.01% +12,783 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,203 shares; 2024Q4: 59,652 shares; 2025Q1: 84,462 shares; 2025Q2: 120,848 shares; 2025Q3: 127,693 shares 127,693 $4.1M <0.01% +6,845 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 15,376 shares; 2025Q1: 24,052 shares; 2025Q2: 31,922 shares; 2025Q3: 41,519 shares 41,519 $4.08M <0.01% +9,597 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 65,726 shares; 2025Q1: 80,665 shares; 2025Q2: 86,671 shares; 2025Q3: 95,197 shares 95,197 $4.07M <0.01% +8,526 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,197 shares; 2025Q2: 72,565 shares; 2025Q3: 132,808 shares 132,808 $4.07M <0.01% +60,243 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 13,367 shares; 2025Q1: 17,421 shares; 2025Q2: 17,650 shares; 2025Q3: 20,947 shares 20,947 $4.06M <0.01% +3,297 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,368 shares; 2025Q3: 85,413 shares 85,413 $4.05M <0.01% +60,045 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,055 shares; 2024Q4: 100,466 shares; 2025Q1: 135,724 shares; 2025Q2: 152,060 shares; 2025Q3: 172,890 shares 172,890 $4.04M <0.01% +20,830 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 15,331 shares; 2025Q1: 25,584 shares; 2025Q2: 27,974 shares; 2025Q3: 29,907 shares 29,907 $4.03M <0.01% +1,933 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 60,444 shares; 2025Q1: 67,603 shares; 2025Q2: 51,358 shares; 2025Q3: 60,022 shares 60,022 $4.03M <0.01% +8,664 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 29,411 shares; 2025Q1: 51,993 shares; 2025Q2: 77,748 shares; 2025Q3: 99,212 shares 99,212 $4.02M <0.01% +21,464 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,963 shares; 2025Q2: 89,876 shares; 2025Q3: 130,522 shares 130,522 $3.99M <0.01% +40,646 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 38,271 shares; 2025Q1: 47,980 shares; 2025Q2: 59,355 shares; 2025Q3: 67,249 shares 67,249 $3.99M <0.01% +7,894 VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 27,228 shares; 2025Q1: 33,889 shares; 2025Q2: 38,647 shares; 2025Q3: 43,687 shares 43,687 $3.98M <0.01% +5,040 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 14,938 shares; 2025Q1: 47,920 shares; 2025Q2: 58,001 shares; 2025Q3: 73,985 shares 73,985 $3.97M <0.01% +15,984 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 27,000 shares; 2025Q1: 45,574 shares; 2025Q2: 60,471 shares; 2025Q3: 74,986 shares 74,986 $3.94M <0.01% +14,515 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,764 shares; 2024Q4: 101,055 shares; 2025Q1: 141,079 shares; 2025Q2: 245,296 shares; 2025Q3: 289,571 shares 289,571 $3.94M <0.01% +44,275 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,733 shares; 2025Q1: 3,168 shares; 2025Q2: 4,373 shares; 2025Q3: 5,478 shares 5,478 $3.92M <0.01% +1,105 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,512 shares; 2024Q4: 56,660 shares; 2025Q1: 81,071 shares; 2025Q2: 80,884 shares; 2025Q3: 88,617 shares 88,617 $3.89M <0.01% +7,733 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 4,902 shares; 2025Q1: 7,699 shares; 2025Q2: 9,539 shares; 2025Q3: 11,285 shares 11,285 $3.88M <0.01% +1,746 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 12,562 shares; 2025Q1: 25,285 shares; 2025Q2: 49,519 shares; 2025Q3: 77,237 shares 77,237 $3.88M <0.01% +27,718 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,221 shares; 2024Q4: 18,767 shares; 2025Q1: 24,535 shares; 2025Q2: 59,797 shares; 2025Q3: 94,603 shares 94,603 $3.86M <0.01% +34,806 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 5,695 shares; 2025Q1: 8,051 shares; 2025Q2: 10,837 shares; 2025Q3: 13,259 shares 13,259 $3.85M <0.01% +2,422 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,885 shares; 2024Q4: 14,338 shares; 2025Q1: 27,621 shares; 2025Q2: 35,895 shares; 2025Q3: 42,318 shares 42,318 $3.83M <0.01% +6,423 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 5,657 shares; 2025Q1: 14,479 shares; 2025Q2: 21,734 shares; 2025Q3: 66,633 shares 66,633 $3.81M <0.01% +44,899 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 25,142 shares; 2025Q1: 40,808 shares; 2025Q2: 50,384 shares; 2025Q3: 58,117 shares 58,117 $3.81M <0.01% +7,733 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 9,091 shares; 2025Q1: 11,924 shares; 2025Q2: 15,857 shares; 2025Q3: 20,137 shares 20,137 $3.79M <0.01% +4,280 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: 23,886 shares; 2025Q1: 31,170 shares; 2025Q2: 39,422 shares; 2025Q3: 51,257 shares 51,257 $3.77M <0.01% +11,835 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 5,213 shares; 2025Q1: 4,522 shares; 2025Q2: 4,554 shares; 2025Q3: 7,716 shares 7,716 $3.77M <0.01% +3,162 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 3,153 shares; 2025Q1: 9,554 shares; 2025Q2: 35,259 shares; 2025Q3: 71,742 shares 71,742 $3.77M <0.01% +36,483 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 29,351 shares; 2025Q1: 35,120 shares; 2025Q2: 38,256 shares; 2025Q3: 46,163 shares 46,163 $3.74M <0.01% +7,907 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,824 shares; 2024Q4: 70,877 shares; 2025Q1: 63,850 shares; 2025Q2: 80,307 shares; 2025Q3: 86,145 shares 86,145 $3.73M <0.01% +5,838 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,247 shares; 2024Q4: 7,196 shares; 2025Q1: 7,411 shares; 2025Q2: 20,856 shares; 2025Q3: 34,347 shares 34,347 $3.72M <0.01% +13,491 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 26,091 shares; 2025Q1: 53,818 shares; 2025Q2: 67,858 shares; 2025Q3: 99,073 shares 99,073 $3.7M <0.01% +31,215 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,949 shares; 2024Q4: 22,854 shares; 2025Q1: 38,926 shares; 2025Q2: 55,961 shares; 2025Q3: 70,420 shares 70,420 $3.7M <0.01% +14,459 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,481 shares; 2024Q4: 103,766 shares; 2025Q1: 160,973 shares; 2025Q2: 186,484 shares; 2025Q3: 205,810 shares 205,810 $3.68M <0.01% +19,326 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 21,243 shares; 2025Q1: 27,292 shares; 2025Q2: 34,174 shares; 2025Q3: 35,151 shares 35,151 $3.67M <0.01% +977 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 3,243 shares; 2025Q1: 5,244 shares; 2025Q2: 10,525 shares; 2025Q3: 12,045 shares 12,045 $3.66M <0.01% +1,520 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 5,322 shares; 2025Q1: 19,322 shares; 2025Q2: 31,727 shares; 2025Q3: 54,413 shares 54,413 $3.66M <0.01% +22,686 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,743 shares; 2024Q4: 15,597 shares; 2025Q1: 24,275 shares; 2025Q2: 33,685 shares; 2025Q3: 42,928 shares 42,928 $3.66M <0.01% +9,243 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,527 shares; 2024Q4: 141,398 shares; 2025Q1: 189,074 shares; 2025Q2: 225,796 shares; 2025Q3: 232,134 shares 232,134 $3.66M <0.01% +6,338 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 11,384 shares; 2025Q1: 20,638 shares; 2025Q2: 24,240 shares; 2025Q3: 27,825 shares 27,825 $3.64M <0.01% +3,585 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 5,024 shares; 2025Q1: 8,746 shares; 2025Q2: 13,578 shares; 2025Q3: 16,631 shares 16,631 $3.6M <0.01% +3,053 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 37,718 shares; 2025Q1: 57,216 shares; 2025Q2: 66,183 shares; 2025Q3: 71,439 shares 71,439 $3.56M <0.01% +5,256 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 43,744 shares; 2025Q1: 44,379 shares; 2025Q2: 38,914 shares; 2025Q3: 32,343 shares 32,343 $3.56M <0.01% -6,571 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,467 shares; 2025Q1: 2,103 shares; 2025Q2: 3,008 shares; 2025Q3: 3,754 shares 3,754 $3.56M <0.01% +746 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 73,355 shares; 2025Q1: 112,342 shares; 2025Q2: 138,195 shares; 2025Q3: 160,956 shares 160,956 $3.55M <0.01% +22,761 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 18,308 shares; 2025Q1: 21,443 shares; 2025Q2: 25,158 shares; 2025Q3: 29,772 shares 29,772 $3.55M <0.01% +4,614 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 19,373 shares; 2025Q1: 45,533 shares; 2025Q2: 84,008 shares; 2025Q3: 123,774 shares 123,774 $3.55M <0.01% +39,766 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 19,228 shares; 2025Q1: 41,620 shares; 2025Q2: 57,490 shares; 2025Q3: 69,436 shares 69,436 $3.55M <0.01% +11,946 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,330 shares; 2024Q4: 56,553 shares; 2025Q1: 83,035 shares; 2025Q2: 124,217 shares; 2025Q3: 154,043 shares 154,043 $3.54M <0.01% +29,826 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 7,067 shares; 2025Q1: 8,946 shares; 2025Q2: 11,201 shares; 2025Q3: 13,236 shares 13,236 $3.53M <0.01% +2,035 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,955 shares; 2025Q2: 75,872 shares; 2025Q3: 173,613 shares 173,613 $3.53M <0.01% +97,741 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,043 shares; 2024Q4: 226,858 shares; 2025Q1: 410,597 shares; 2025Q2: 349,311 shares; 2025Q3: 383,038 shares 383,038 $3.53M <0.01% +33,727 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,222 shares; 2024Q4: 56,532 shares; 2025Q1: 65,850 shares; 2025Q2: 75,933 shares; 2025Q3: 79,694 shares 79,694 $3.51M <0.01% +3,761 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 4,565 shares; 2025Q1: 6,583 shares; 2025Q2: 9,570 shares; 2025Q3: 12,560 shares 12,560 $3.5M <0.01% +2,990 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 4,706 shares; 2025Q1: 5,950 shares; 2025Q2: 6,966 shares; 2025Q3: 8,393 shares 8,393 $3.49M <0.01% +1,427 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 17,115 shares; 2025Q1: 20,495 shares; 2025Q2: 23,571 shares; 2025Q3: 31,848 shares 31,848 $3.49M <0.01% +8,277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 4,046 shares; 2025Q1: 7,841 shares; 2025Q2: 9,169 shares; 2025Q3: 11,890 shares 11,890 $3.49M <0.01% +2,721 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,249 shares; 2024Q4: 37,009 shares; 2025Q1: 40,059 shares; 2025Q2: 47,370 shares; 2025Q3: 59,748 shares 59,748 $3.48M <0.01% +12,378 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,014 shares; 2024Q4: 94,278 shares; 2025Q1: 142,473 shares; 2025Q2: 180,358 shares; 2025Q3: 217,939 shares 217,939 $3.47M <0.01% +37,581 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 6,529 shares; 2025Q1: 13,054 shares; 2025Q2: 23,565 shares; 2025Q3: 31,722 shares 31,722 $3.47M <0.01% +8,157 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 13,470 shares; 2025Q1: 17,085 shares; 2025Q2: 25,274 shares; 2025Q3: 28,307 shares 28,307 $3.46M <0.01% +3,033 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,474 shares; 2024Q4: 94,770 shares; 2025Q1: 87,193 shares; 2025Q2: 82,462 shares; 2025Q3: 86,305 shares 86,305 $3.46M <0.01% +3,843 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 9,255 shares; 2025Q1: 12,289 shares; 2025Q2: 17,328 shares; 2025Q3: 20,488 shares 20,488 $3.44M <0.01% +3,160 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 33,914 shares; 2025Q1: 58,908 shares; 2025Q2: 79,061 shares; 2025Q3: 110,486 shares 110,486 $3.44M <0.01% +31,425 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,045 shares; 2024Q4: 19,693 shares; 2025Q1: 26,421 shares; 2025Q2: 33,007 shares; 2025Q3: 38,524 shares 38,524 $3.42M <0.01% +5,517 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 3,142 shares; 2025Q1: 6,446 shares; 2025Q2: 9,972 shares; 2025Q3: 14,224 shares 14,224 $3.42M <0.01% +4,252 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 21,233 shares; 2025Q1: 32,223 shares; 2025Q2: 37,156 shares; 2025Q3: 43,036 shares 43,036 $3.41M <0.01% +5,880 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,113 shares; 2024Q4: 99,844 shares; 2025Q1: 147,937 shares; 2025Q2: 141,116 shares; 2025Q3: 149,971 shares 149,971 $3.41M <0.01% +8,855 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 4,428 shares; 2025Q1: 7,029 shares; 2025Q2: 9,444 shares; 2025Q3: 14,219 shares 14,219 $3.39M <0.01% +4,775 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 15,294 shares; 2025Q1: 33,188 shares; 2025Q2: 45,787 shares; 2025Q3: 49,448 shares 49,448 $3.37M <0.01% +3,661 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 3,985 shares; 2025Q1: 5,991 shares; 2025Q2: 33,896 shares; 2025Q3: 33,295 shares 33,295 $3.35M <0.01% -601 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 7,988 shares; 2025Q1: 13,843 shares; 2025Q2: 21,469 shares; 2025Q3: 25,762 shares 25,762 $3.34M <0.01% +4,293 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 3,768 shares; 2025Q1: 9,781 shares; 2025Q2: 17,766 shares; 2025Q3: 20,601 shares 20,601 $3.32M <0.01% +2,835 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 69,230 shares; 2025Q3: 130,502 shares 130,502 $3.3M <0.01% +61,272 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 32,232 shares; 2025Q1: 64,174 shares; 2025Q2: 82,052 shares; 2025Q3: 129,296 shares 129,296 $3.3M <0.01% +47,244 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,905 shares; 2024Q4: 65,250 shares; 2025Q1: 85,574 shares; 2025Q2: 118,781 shares; 2025Q3: 144,976 shares 144,976 $3.29M <0.01% +26,195 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 27,290 shares; 2025Q1: 37,442 shares; 2025Q2: 45,923 shares; 2025Q3: 61,954 shares 61,954 $3.29M <0.01% +16,031 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,769 shares; 2024Q4: 17,156 shares; 2025Q1: 29,112 shares; 2025Q2: 32,970 shares; 2025Q3: 36,018 shares 36,018 $3.23M <0.01% +3,048 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 11,215 shares; 2025Q1: 18,050 shares; 2025Q2: 43,986 shares; 2025Q3: 63,504 shares 63,504 $3.21M <0.01% +19,518 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,184 shares; 2025Q1: 6,124 shares; 2025Q2: 15,504 shares; 2025Q3: 20,058 shares 20,058 $3.2M <0.01% +4,554 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 5,337 shares; 2025Q1: 6,041 shares; 2025Q2: 6,037 shares; 2025Q3: 6,707 shares 6,707 $3.19M <0.01% +670 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 7,912 shares; 2025Q1: 14,998 shares; 2025Q2: 25,399 shares; 2025Q3: 30,759 shares 30,759 $3.18M <0.01% +5,360 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 27,809 shares; 2025Q1: 33,931 shares; 2025Q2: 33,425 shares; 2025Q3: 40,536 shares 40,536 $3.17M <0.01% +7,111 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 6,497 shares; 2025Q1: 8,129 shares; 2025Q2: 9,982 shares; 2025Q3: 11,986 shares 11,986 $3.17M <0.01% +2,004 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 490 shares; 2025Q1: 1,083 shares; 2025Q2: 2,511 shares; 2025Q3: 10,072 shares 10,072 $3.15M <0.01% +7,561 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,181 shares; 2024Q4: 162,187 shares; 2025Q1: 235,884 shares; 2025Q2: 306,291 shares; 2025Q3: 355,851 shares 355,851 $3.14M <0.01% +49,560 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 28,443 shares; 2025Q1: 30,252 shares; 2025Q2: 28,534 shares; 2025Q3: 33,257 shares 33,257 $3.13M <0.01% +4,723 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 6,034 shares; 2025Q1: 13,144 shares; 2025Q2: 44,327 shares; 2025Q3: 62,111 shares 62,111 $3.12M <0.01% +17,784 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 3,662 shares; 2025Q1: 9,955 shares; 2025Q2: 19,777 shares; 2025Q3: 32,644 shares 32,644 $3.12M <0.01% +12,867 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 13,786 shares; 2025Q1: 23,152 shares; 2025Q2: 30,529 shares; 2025Q3: 38,420 shares 38,420 $3.11M <0.01% +7,891 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,839 shares; 2024Q4: 41,917 shares; 2025Q1: 50,069 shares; 2025Q2: 55,010 shares; 2025Q3: 63,738 shares 63,738 $3.11M <0.01% +8,728 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 23,288 shares; 2025Q1: 29,162 shares; 2025Q2: 28,850 shares; 2025Q3: 35,316 shares 35,316 $3.11M <0.01% +6,466 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,707 shares; 2024Q4: 145,026 shares; 2025Q1: 155,139 shares; 2025Q2: 152,755 shares; 2025Q3: 163,080 shares 163,080 $3.08M <0.01% +10,325 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 19,673 shares; 2025Q1: 24,076 shares; 2025Q2: 32,883 shares; 2025Q3: 37,674 shares 37,674 $3.08M <0.01% +4,791 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 17,521 shares; 2025Q1: 22,274 shares; 2025Q2: 21,960 shares; 2025Q3: 21,796 shares 21,796 $3.07M <0.01% -164 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 16,228 shares; 2025Q1: 21,170 shares; 2025Q2: 27,601 shares; 2025Q3: 41,565 shares 41,565 $3.07M <0.01% +13,964 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,889 shares; 2024Q4: 73,530 shares; 2025Q1: 123,195 shares; 2025Q2: 130,017 shares; 2025Q3: 132,683 shares 132,683 $3.06M <0.01% +2,666 BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,662 shares; 2024Q4: 120,217 shares; 2025Q1: 112,301 shares; 2025Q2: 104,132 shares; 2025Q3: 112,065 shares 112,065 $3.04M <0.01% +7,933 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 32,144 shares; 2025Q1: 36,745 shares; 2025Q2: 40,615 shares; 2025Q3: 45,316 shares 45,316 $3.04M <0.01% +4,701 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,866 shares; 2025Q1: 14,077 shares; 2025Q2: 38,684 shares; 2025Q3: 38,510 shares 38,510 $3.03M <0.01% -174 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 20,771 shares; 2025Q1: 27,512 shares; 2025Q2: 29,794 shares; 2025Q3: 37,703 shares 37,703 $3.03M <0.01% +7,909 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,693 shares; 2024Q4: 89,116 shares; 2025Q1: 119,809 shares; 2025Q2: 139,222 shares; 2025Q3: 172,100 shares 172,100 $3.01M <0.01% +32,878 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $3.01M <0.01% 0 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 8,680 shares; 2025Q1: 17,809 shares; 2025Q2: 61,824 shares; 2025Q3: 59,024 shares 59,024 $3M <0.01% -2,800 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,915 shares 105,915 $3M <0.01% new Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,933 shares; 2025Q2: 82,804 shares; 2025Q3: 142,891 shares 142,891 $2.99M <0.01% +60,087 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,628 shares; 2024Q4: 33,386 shares; 2025Q1: 42,297 shares; 2025Q2: 39,877 shares; 2025Q3: 41,227 shares 41,227 $2.99M <0.01% +1,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 37,151 shares; 2025Q1: 50,739 shares; 2025Q2: 63,650 shares; 2025Q3: 78,071 shares 78,071 $2.99M <0.01% +14,421 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,366 shares; 2025Q1: 29,405 shares; 2025Q2: 36,785 shares; 2025Q3: 35,788 shares 35,788 $2.98M <0.01% -997 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,998 shares; 2024Q4: 23,706 shares; 2025Q1: 37,613 shares; 2025Q2: 64,306 shares; 2025Q3: 116,290 shares 116,290 $2.97M <0.01% +51,984 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,407 shares; 2024Q4: 44,662 shares; 2025Q1: 61,565 shares; 2025Q2: 69,364 shares; 2025Q3: 83,641 shares 83,641 $2.97M <0.01% +14,277 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 12,903 shares; 2025Q1: 22,854 shares; 2025Q2: 28,388 shares; 2025Q3: 31,112 shares 31,112 $2.97M <0.01% +2,724 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,274 shares; 2024Q4: 41,209 shares; 2025Q1: 53,479 shares; 2025Q2: 49,208 shares; 2025Q3: 49,583 shares 49,583 $2.93M <0.01% +375 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 1,284 shares; 2025Q1: 6,600 shares; 2025Q2: 9,047 shares; 2025Q3: 33,498 shares 33,498 $2.91M <0.01% +24,451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 7,230 shares; 2025Q1: 7,673 shares; 2025Q2: 20,962 shares; 2025Q3: 51,403 shares 51,403 $2.91M <0.01% +30,441 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 4,575 shares; 2025Q1: 6,727 shares; 2025Q2: 8,559 shares; 2025Q3: 10,702 shares 10,702 $2.89M <0.01% +2,143 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 5,419 shares; 2025Q1: 9,079 shares; 2025Q2: 14,468 shares; 2025Q3: 20,925 shares 20,925 $2.89M <0.01% +6,457 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 25,364 shares; 2025Q1: 27,468 shares; 2025Q2: 30,050 shares; 2025Q3: 33,320 shares 33,320 $2.89M <0.01% +3,270 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 32,715 shares; 2025Q2: 55,587 shares; 2025Q3: 92,457 shares 92,457 $2.88M <0.01% +36,870 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,184 shares; 2024Q4: 30,087 shares; 2025Q1: 36,709 shares; 2025Q2: 40,914 shares; 2025Q3: 61,285 shares 61,285 $2.88M <0.01% +20,371 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,428 shares; 2024Q4: 68,463 shares; 2025Q1: 166,026 shares; 2025Q2: 234,469 shares; 2025Q3: 256,171 shares 256,171 $2.87M <0.01% +21,702 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,474 shares; 2025Q3: 82,590 shares 82,590 $2.85M <0.01% +116 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 11,059 shares; 2025Q1: 21,460 shares; 2025Q2: 31,752 shares; 2025Q3: 38,198 shares 38,198 $2.84M <0.01% +6,446 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 69,632 shares; 2025Q1: 29,878 shares; 2025Q2: 30,997 shares; 2025Q3: 43,585 shares 43,585 $2.82M <0.01% +12,588 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 15,371 shares; 2025Q1: 26,930 shares; 2025Q2: 39,954 shares; 2025Q3: 43,991 shares 43,991 $2.82M <0.01% +4,037 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,737 shares; 2024Q4: 34,774 shares; 2025Q1: 47,845 shares; 2025Q2: 65,871 shares; 2025Q3: 77,920 shares 77,920 $2.82M <0.01% +12,049 Timeline LVHD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 8,865 shares; 2025Q1: 22,944 shares; 2025Q2: 49,337 shares; 2025Q3: 68,653 shares 68,653 $2.82M <0.01% +19,316 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,713 shares; 2025Q1: 5,056 shares; 2025Q2: 6,265 shares; 2025Q3: 8,044 shares 8,044 $2.82M <0.01% +1,779 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 23,688 shares; 2025Q1: 61,321 shares; 2025Q2: 64,910 shares; 2025Q3: 104,661 shares 104,661 $2.8M <0.01% +39,751 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 25,522 shares; 2025Q1: 44,470 shares; 2025Q2: 57,278 shares; 2025Q3: 66,556 shares 66,556 $2.79M <0.01% +9,278 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,136 shares; 2024Q4: 67,339 shares; 2025Q1: 76,121 shares; 2025Q2: 97,972 shares; 2025Q3: 121,000 shares 121,000 $2.78M <0.01% +23,028 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,175 shares; 2024Q4: 36,930 shares; 2025Q1: 33,193 shares; 2025Q2: 38,288 shares; 2025Q3: 51,322 shares 51,322 $2.78M <0.01% +13,034 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 8,681 shares; 2025Q1: 11,799 shares; 2025Q2: 15,782 shares; 2025Q3: 20,947 shares 20,947 $2.78M <0.01% +5,165 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 3,920 shares; 2025Q2: 10,725 shares; 2025Q3: 17,360 shares 17,360 $2.77M <0.01% +6,635 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 11,261 shares; 2025Q1: 20,939 shares; 2025Q2: 29,767 shares; 2025Q3: 44,715 shares 44,715 $2.76M <0.01% +14,948 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 2,468 shares; 2025Q1: 3,981 shares; 2025Q2: 6,016 shares; 2025Q3: 7,124 shares 7,124 $2.75M <0.01% +1,108 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 102,526 shares 102,526 $2.73M <0.01% +102,370 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 21,618 shares; 2025Q1: 45,099 shares; 2025Q2: 64,031 shares; 2025Q3: 112,239 shares 112,239 $2.73M <0.01% +48,208 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 26,952 shares; 2025Q1: 66,247 shares; 2025Q2: 53,267 shares; 2025Q3: 70,746 shares 70,746 $2.72M <0.01% +17,479 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 3,615 shares; 2025Q1: 8,187 shares; 2025Q2: 19,683 shares; 2025Q3: 24,808 shares 24,808 $2.71M <0.01% +5,125 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,835 shares; 2025Q3: 75,626 shares 75,626 $2.7M <0.01% +42,791 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 18,156 shares; 2025Q1: 25,436 shares; 2025Q2: 33,529 shares; 2025Q3: 37,589 shares 37,589 $2.68M <0.01% +4,060 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 9,610 shares; 2025Q3: 29,471 shares 29,471 $2.68M <0.01% +19,861 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,168 shares; 2024Q4: 14,479 shares; 2025Q1: 21,438 shares; 2025Q2: 24,079 shares; 2025Q3: 29,896 shares 29,896 $2.68M <0.01% +5,817 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 12,112 shares; 2025Q1: 16,858 shares; 2025Q2: 36,392 shares; 2025Q3: 41,157 shares 41,157 $2.65M <0.01% +4,765 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 3,715 shares; 2025Q1: 4,576 shares; 2025Q2: 6,012 shares; 2025Q3: 9,000 shares 9,000 $2.65M <0.01% +2,988 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 10,178 shares; 2025Q2: 18,188 shares; 2025Q3: 26,471 shares 26,471 $2.63M <0.01% +8,283 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 10,872 shares; 2025Q1: 14,413 shares; 2025Q2: 16,830 shares; 2025Q3: 23,251 shares 23,251 $2.63M <0.01% +6,421 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,920 shares; 2024Q4: 14,825 shares; 2025Q1: 20,474 shares; 2025Q2: 24,586 shares; 2025Q3: 32,884 shares 32,884 $2.61M <0.01% +8,298 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 4,621 shares; 2025Q1: 9,870 shares; 2025Q2: 25,396 shares; 2025Q3: 58,003 shares 58,003 $2.56M <0.01% +32,607 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 24,587 shares; 2025Q1: 44,492 shares; 2025Q2: 63,902 shares; 2025Q3: 105,034 shares 105,034 $2.55M <0.01% +41,132 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,440 shares; 2025Q1: 26,454 shares; 2025Q2: 49,898 shares; 2025Q3: 72,510 shares 72,510 $2.53M <0.01% +22,612 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 14,882 shares; 2025Q1: 15,951 shares; 2025Q2: 18,783 shares; 2025Q3: 22,857 shares 22,857 $2.52M <0.01% +4,074 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,422 shares; 2024Q4: 48,883 shares; 2025Q1: 64,486 shares; 2025Q2: 85,826 shares; 2025Q3: 179,715 shares 179,715 $2.52M <0.01% +93,889 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 19,829 shares; 2025Q1: 27,026 shares; 2025Q2: 32,187 shares; 2025Q3: 35,905 shares 35,905 $2.5M <0.01% +3,718 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 31,037 shares; 2025Q1: 52,702 shares; 2025Q2: 79,283 shares; 2025Q3: 49,126 shares 49,126 $2.49M <0.01% -30,157 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 5,866 shares; 2025Q1: 7,215 shares; 2025Q2: 8,102 shares; 2025Q3: 10,336 shares 10,336 $2.49M <0.01% +2,234 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 6,295 shares; 2025Q1: 9,925 shares; 2025Q2: 14,942 shares; 2025Q3: 17,835 shares 17,835 $2.49M <0.01% +2,893 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 28,148 shares; 2025Q1: 34,572 shares; 2025Q2: 53,099 shares; 2025Q3: 58,658 shares 58,658 $2.48M <0.01% +5,559 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 1,370 shares; 2025Q1: 2,012 shares; 2025Q2: 2,770 shares; 2025Q3: 3,106 shares 3,106 $2.45M <0.01% +336 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 9,782 shares; 2025Q1: 10,893 shares; 2025Q2: 10,803 shares; 2025Q3: 11,186 shares 11,186 $2.43M <0.01% +383 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 5,115 shares; 2025Q1: 7,902 shares; 2025Q2: 11,445 shares; 2025Q3: 14,500 shares 14,500 $2.43M <0.01% +3,055 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 8,547 shares; 2025Q1: 11,248 shares; 2025Q2: 14,042 shares; 2025Q3: 15,870 shares 15,870 $2.42M <0.01% +1,828 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 2,202 shares; 2025Q1: 16,367 shares; 2025Q2: 28,004 shares; 2025Q3: 67,939 shares 67,939 $2.41M <0.01% +39,935 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 2,863 shares; 2025Q1: 3,706 shares; 2025Q2: 5,163 shares; 2025Q3: 5,733 shares 5,733 $2.4M <0.01% +570 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 9,006 shares; 2025Q1: 25,352 shares; 2025Q2: 57,881 shares; 2025Q3: 82,643 shares 82,643 $2.4M <0.01% +24,762 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 18,369 shares; 2025Q1: 24,905 shares; 2025Q2: 35,407 shares; 2025Q3: 47,244 shares 47,244 $2.39M <0.01% +11,837 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 9,196 shares; 2025Q1: 11,873 shares; 2025Q2: 15,989 shares; 2025Q3: 18,415 shares 18,415 $2.39M <0.01% +2,426 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 22,539 shares; 2025Q1: 33,552 shares; 2025Q2: 44,536 shares; 2025Q3: 51,537 shares 51,537 $2.39M <0.01% +7,001 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 155,099 shares; 2025Q1: 167,893 shares; 2025Q2: 176,354 shares; 2025Q3: 187,621 shares 187,621 $2.39M <0.01% +11,267 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 9,085 shares; 2025Q1: 19,516 shares; 2025Q2: 43,225 shares; 2025Q3: 50,239 shares 50,239 $2.38M <0.01% +7,014 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 4,870 shares; 2025Q1: 5,861 shares; 2025Q2: 7,910 shares; 2025Q3: 10,635 shares 10,635 $2.37M <0.01% +2,725 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,440 shares; 2024Q4: 137,388 shares; 2025Q1: 153,114 shares; 2025Q2: 158,104 shares; 2025Q3: 163,874 shares 163,874 $2.37M <0.01% +5,770 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 8,754 shares; 2025Q1: 17,047 shares; 2025Q2: 26,135 shares; 2025Q3: 34,466 shares 34,466 $2.37M <0.01% +8,331 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,964 shares; 2024Q4: 34,876 shares; 2025Q1: 45,960 shares; 2025Q2: 50,165 shares; 2025Q3: 54,904 shares 54,904 $2.36M <0.01% +4,739 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 4,367 shares; 2025Q1: 5,462 shares; 2025Q2: 6,863 shares; 2025Q3: 8,469 shares 8,469 $2.35M <0.01% +1,606 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 42,279 shares; 2025Q1: 56,548 shares; 2025Q2: 53,267 shares; 2025Q3: 62,563 shares 62,563 $2.31M <0.01% +9,296 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,824 shares; 2025Q3: 48,962 shares 48,962 $2.3M <0.01% +31,138 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 4,984 shares; 2025Q1: 13,568 shares; 2025Q2: 30,707 shares; 2025Q3: 37,458 shares 37,458 $2.28M <0.01% +6,751 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 11,146 shares; 2025Q1: 12,079 shares; 2025Q2: 13,773 shares; 2025Q3: 17,074 shares 17,074 $2.26M <0.01% +3,301 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 9,880 shares; 2025Q1: 13,857 shares; 2025Q2: 16,043 shares; 2025Q3: 17,963 shares 17,963 $2.24M <0.01% +1,920 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 9,535 shares; 2025Q1: 11,488 shares; 2025Q2: 10,857 shares; 2025Q3: 13,326 shares 13,326 $2.23M <0.01% +2,469 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,093 shares; 2025Q1: 2,156 shares; 2025Q2: 3,953 shares; 2025Q3: 7,374 shares 7,374 $2.22M <0.01% +3,421 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 3,275 shares; 2025Q1: 5,138 shares; 2025Q2: 13,557 shares; 2025Q3: 16,341 shares 16,341 $2.21M <0.01% +2,784 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 12,458 shares; 2025Q1: 21,834 shares; 2025Q2: 48,943 shares; 2025Q3: 57,164 shares 57,164 $2.21M <0.01% +8,221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,465 shares; 2025Q3: 47,690 shares 47,690 $2.21M <0.01% +26,225 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 9,543 shares; 2025Q1: 13,181 shares; 2025Q2: 14,337 shares; 2025Q3: 17,735 shares 17,735 $2.21M <0.01% +3,398 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 27,934 shares; 2025Q1: 35,487 shares; 2025Q2: 41,705 shares; 2025Q3: 48,608 shares 48,608 $2.21M <0.01% +6,903 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 8,692 shares; 2025Q1: 18,457 shares; 2025Q2: 21,601 shares; 2025Q3: 46,310 shares 46,310 $2.2M <0.01% +24,709 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,188 shares; 2024Q4: 12,102 shares; 2025Q1: 21,560 shares; 2025Q2: 31,461 shares; 2025Q3: 48,280 shares 48,280 $2.2M <0.01% +16,819 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,289 shares; 2025Q2: 70,796 shares; 2025Q3: 101,176 shares 101,176 $2.18M <0.01% +30,380 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,611 shares; 2024Q4: 137,011 shares; 2025Q1: 137,187 shares; 2025Q2: 124,491 shares; 2025Q3: 111,408 shares 111,408 $2.17M <0.01% -13,083 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,278 shares; 2024Q4: 60,713 shares; 2025Q1: 73,702 shares; 2025Q2: 86,004 shares; 2025Q3: 119,071 shares 119,071 $2.17M <0.01% +33,067 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 6,936 shares; 2025Q1: 8,789 shares; 2025Q2: 13,962 shares; 2025Q3: 16,893 shares 16,893 $2.17M <0.01% +2,931 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 4,757 shares; 2025Q1: 8,767 shares; 2025Q2: 11,263 shares; 2025Q3: 19,786 shares 19,786 $2.17M <0.01% +8,523 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 18,342 shares; 2025Q1: 22,864 shares; 2025Q2: 28,856 shares; 2025Q3: 32,930 shares 32,930 $2.16M <0.01% +4,074 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 16,939 shares; 2025Q1: 29,743 shares; 2025Q2: 49,648 shares; 2025Q3: 85,153 shares 85,153 $2.14M <0.01% +35,505 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,394 shares; 2024Q4: 22,798 shares; 2025Q1: 28,198 shares; 2025Q2: 30,948 shares; 2025Q3: 34,024 shares 34,024 $2.14M <0.01% +3,076 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 5,100 shares; 2025Q1: 6,648 shares; 2025Q2: 8,035 shares; 2025Q3: 9,379 shares 9,379 $2.14M <0.01% +1,344 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,130 shares; 2025Q2: 13,691 shares; 2025Q3: 19,878 shares 19,878 $2.14M <0.01% +6,187 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 25,234 shares; 2025Q1: 28,273 shares; 2025Q2: 28,546 shares; 2025Q3: 29,813 shares 29,813 $2.14M <0.01% +1,267 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 14,039 shares; 2025Q1: 13,748 shares; 2025Q2: 13,860 shares; 2025Q3: 15,788 shares 15,788 $2.13M <0.01% +1,928 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 9,643 shares; 2025Q1: 10,044 shares; 2025Q2: 12,737 shares; 2025Q3: 16,528 shares 16,528 $2.11M <0.01% +3,791 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 22,417 shares; 2025Q1: 41,975 shares; 2025Q2: 57,491 shares; 2025Q3: 90,047 shares 90,047 $2.11M <0.01% +32,556 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,804 shares 80,804 $2.1M <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 2,390 shares; 2025Q1: 3,739 shares; 2025Q2: 5,098 shares; 2025Q3: 6,833 shares 6,833 $2.1M <0.01% +1,735 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 8,895 shares; 2025Q1: 18,202 shares; 2025Q2: 19,662 shares; 2025Q3: 23,121 shares 23,121 $2.09M <0.01% +3,459 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 9,169 shares; 2025Q1: 11,274 shares; 2025Q2: 12,799 shares; 2025Q3: 15,186 shares 15,186 $2.09M <0.01% +2,387 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 25,253 shares; 2025Q1: 25,026 shares; 2025Q2: 30,064 shares; 2025Q3: 35,636 shares 35,636 $2.09M <0.01% +5,572 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 30,499 shares; 2025Q1: 35,617 shares; 2025Q2: 55,794 shares; 2025Q3: 70,163 shares 70,163 $2.09M <0.01% +14,369 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 28,058 shares; 2025Q1: 49,402 shares; 2025Q2: 48,686 shares; 2025Q3: 47,122 shares 47,122 $2.08M <0.01% -1,564 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 7,429 shares; 2025Q1: 10,867 shares; 2025Q2: 12,193 shares; 2025Q3: 12,554 shares 12,554 $2.05M <0.01% +361 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 6,842 shares; 2025Q1: 8,792 shares; 2025Q2: 9,986 shares; 2025Q3: 12,175 shares 12,175 $2.04M <0.01% +2,189 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,709 shares; 2024Q4: 75,032 shares; 2025Q1: 105,654 shares; 2025Q2: 119,821 shares; 2025Q3: 85,503 shares 85,503 $2.04M <0.01% -34,318 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 35,364 shares; 2025Q1: 41,753 shares; 2025Q2: 61,945 shares; 2025Q3: 79,691 shares 79,691 $2.02M <0.01% +17,746 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,437 shares; 2025Q1: 8,374 shares; 2025Q2: 9,547 shares; 2025Q3: 12,447 shares 12,447 $2.02M <0.01% +2,900 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 7,110 shares; 2025Q1: 11,923 shares; 2025Q2: 14,949 shares; 2025Q3: 19,258 shares 19,258 $2.02M <0.01% +4,309 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 6,333 shares; 2025Q1: 18,489 shares; 2025Q2: 52,895 shares; 2025Q3: 78,469 shares 78,469 $2.02M <0.01% +25,574 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 7,091 shares; 2025Q1: 11,180 shares; 2025Q2: 16,878 shares; 2025Q3: 23,585 shares 23,585 $2.02M <0.01% +6,707 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,605 shares; 2024Q4: 22,702 shares; 2025Q1: 32,272 shares; 2025Q2: 35,711 shares; 2025Q3: 35,497 shares 35,497 $2.01M <0.01% -214 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,284 shares; 2024Q4: 57,433 shares; 2025Q1: 47,782 shares; 2025Q2: 61,732 shares; 2025Q3: 87,859 shares 87,859 $2.01M <0.01% +26,127 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 43,382 shares; 2025Q1: 59,893 shares; 2025Q2: 65,478 shares; 2025Q3: 66,717 shares 66,717 $2.01M <0.01% +1,239 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 7,238 shares; 2025Q1: 11,739 shares; 2025Q2: 16,160 shares; 2025Q3: 22,715 shares 22,715 $2M <0.01% +6,555 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 4,373 shares; 2025Q1: 5,245 shares; 2025Q2: 5,558 shares; 2025Q3: 11,309 shares 11,309 $1.99M <0.01% +5,751 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 3,365 shares; 2025Q1: 8,617 shares; 2025Q2: 11,135 shares; 2025Q3: 12,435 shares 12,435 $1.99M <0.01% +1,300 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 911 shares; 2025Q1: 1,049 shares; 2025Q2: 1,287 shares; 2025Q3: 1,532 shares 1,532 $1.99M <0.01% +245 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 1,249 shares; 2025Q1: 1,662 shares; 2025Q2: 1,962 shares; 2025Q3: 2,231 shares 2,231 $1.98M <0.01% +269 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,734 shares; 2024Q4: 48,244 shares; 2025Q1: 91,307 shares; 2025Q2: 107,665 shares; 2025Q3: 126,185 shares 126,185 $1.98M <0.01% +18,520 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 10,393 shares; 2025Q1: 14,075 shares; 2025Q2: 19,298 shares; 2025Q3: 25,049 shares 25,049 $1.98M <0.01% +5,751 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,034 shares; 2025Q1: 4,998 shares; 2025Q2: 6,049 shares; 2025Q3: 8,069 shares 8,069 $1.97M <0.01% +2,020 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 34,349 shares; 2025Q1: 54,025 shares; 2025Q2: 55,461 shares; 2025Q3: 68,937 shares 68,937 $1.97M <0.01% +13,476 Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: 31,756 shares; 2025Q2: 53,775 shares; 2025Q3: 77,444 shares 77,444 $1.97M <0.01% +23,669 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,447 shares; 2024Q4: 38,752 shares; 2025Q1: 58,150 shares; 2025Q2: 66,013 shares; 2025Q3: 75,677 shares 75,677 $1.96M <0.01% +9,664 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 4,815 shares; 2025Q1: 5,395 shares; 2025Q2: 5,394 shares; 2025Q3: 6,083 shares 6,083 $1.96M <0.01% +689 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 5,083 shares; 2025Q1: 7,612 shares; 2025Q2: 8,646 shares; 2025Q3: 10,607 shares 10,607 $1.96M <0.01% +1,961 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,040 shares; 2024Q4: 124,492 shares; 2025Q1: 152,826 shares; 2025Q2: 166,685 shares; 2025Q3: 167,868 shares 167,868 $1.96M <0.01% +1,183 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 5,334 shares; 2025Q1: 7,428 shares; 2025Q2: 8,477 shares; 2025Q3: 9,723 shares 9,723 $1.95M <0.01% +1,246 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 30,190 shares; 2025Q1: 36,455 shares; 2025Q2: 41,802 shares; 2025Q3: 54,019 shares 54,019 $1.94M <0.01% +12,217 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,473 shares; 2024Q4: 30,114 shares; 2025Q1: 37,489 shares; 2025Q2: 41,038 shares; 2025Q3: 35,333 shares 35,333 $1.93M <0.01% -5,705 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 751 shares; 2025Q1: 4,636 shares; 2025Q2: 9,809 shares; 2025Q3: 11,877 shares 11,877 $1.93M <0.01% +2,068 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 12,695 shares; 2025Q1: 21,449 shares; 2025Q2: 28,006 shares; 2025Q3: 30,484 shares 30,484 $1.93M <0.01% +2,478 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 8,559 shares; 2025Q1: 14,118 shares; 2025Q2: 20,146 shares; 2025Q3: 28,024 shares 28,024 $1.92M <0.01% +7,878 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,134 shares; 2024Q4: 14,856 shares; 2025Q1: 25,901 shares; 2025Q2: 28,745 shares; 2025Q3: 32,293 shares 32,293 $1.92M <0.01% +3,548 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 13,084 shares; 2025Q1: 23,839 shares; 2025Q2: 28,368 shares; 2025Q3: 32,612 shares 32,612 $1.92M <0.01% +4,244 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 15,950 shares; 2025Q1: 18,941 shares; 2025Q2: 19,782 shares; 2025Q3: 20,655 shares 20,655 $1.91M <0.01% +873 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 4,280 shares; 2025Q1: 5,822 shares; 2025Q2: 8,540 shares; 2025Q3: 9,540 shares 9,540 $1.9M <0.01% +1,000 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 35,414 shares; 2025Q1: 42,921 shares; 2025Q2: 59,025 shares; 2025Q3: 86,064 shares 86,064 $1.9M <0.01% +27,039 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 17,758 shares; 2025Q1: 41,571 shares; 2025Q2: 56,207 shares; 2025Q3: 85,931 shares 85,931 $1.9M <0.01% +29,724 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 14,321 shares; 2025Q1: 14,439 shares; 2025Q2: 15,423 shares; 2025Q3: 17,385 shares 17,385 $1.89M <0.01% +1,962 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 16,307 shares; 2025Q1: 28,139 shares; 2025Q2: 40,671 shares; 2025Q3: 52,732 shares 52,732 $1.89M <0.01% +12,061 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 8,865 shares; 2025Q1: 10,554 shares; 2025Q2: 11,924 shares; 2025Q3: 20,093 shares 20,093 $1.89M <0.01% +8,169 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 5,061 shares; 2025Q1: 7,016 shares; 2025Q2: 8,564 shares; 2025Q3: 10,764 shares 10,764 $1.89M <0.01% +2,200 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 9,529 shares; 2025Q1: 10,625 shares; 2025Q2: 13,960 shares; 2025Q3: 15,908 shares 15,908 $1.86M <0.01% +1,948 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 1,316 shares; 2025Q1: 16,378 shares; 2025Q2: 21,267 shares; 2025Q3: 64,720 shares 64,720 $1.85M <0.01% +43,453 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 10,516 shares; 2025Q1: 18,165 shares; 2025Q2: 32,565 shares; 2025Q3: 51,676 shares 51,676 $1.84M <0.01% +19,111 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 12,489 shares; 2025Q1: 15,344 shares; 2025Q2: 18,058 shares; 2025Q3: 18,752 shares 18,752 $1.84M <0.01% +694 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 2,450 shares; 2025Q1: 13,649 shares; 2025Q2: 33,234 shares; 2025Q3: 53,690 shares 53,690 $1.83M <0.01% +20,456 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 15,981 shares; 2025Q1: 48,197 shares; 2025Q2: 57,321 shares; 2025Q3: 71,634 shares 71,634 $1.83M <0.01% +14,313 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 11,872 shares; 2025Q1: 12,233 shares; 2025Q2: 7,260 shares; 2025Q3: 7,402 shares 7,402 $1.83M <0.01% +142 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 14,258 shares; 2025Q1: 13,466 shares; 2025Q2: 13,619 shares; 2025Q3: 17,080 shares 17,080 $1.83M <0.01% +3,461 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 19,786 shares; 2025Q1: 23,520 shares; 2025Q2: 30,444 shares; 2025Q3: 37,280 shares 37,280 $1.83M <0.01% +6,836 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 7,118 shares; 2025Q1: 11,269 shares; 2025Q2: 16,873 shares; 2025Q3: 18,075 shares 18,075 $1.82M <0.01% +1,202 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 3,599 shares; 2025Q1: 4,730 shares; 2025Q2: 5,333 shares; 2025Q3: 6,059 shares 6,059 $1.81M <0.01% +726 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 6,720 shares; 2025Q1: 9,185 shares; 2025Q2: 11,338 shares; 2025Q3: 12,208 shares 12,208 $1.81M <0.01% +870 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 4,370 shares; 2025Q1: 6,283 shares; 2025Q2: 8,356 shares; 2025Q3: 9,137 shares 9,137 $1.81M <0.01% +781 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 5,777 shares; 2025Q1: 14,952 shares; 2025Q2: 28,335 shares; 2025Q3: 32,546 shares 32,546 $1.81M <0.01% +4,211 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 3,975 shares; 2025Q1: 6,893 shares; 2025Q2: 71,719 shares; 2025Q3: 112,243 shares 112,243 $1.81M <0.01% +40,524 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 24,085 shares; 2025Q1: 31,271 shares; 2025Q2: 34,616 shares; 2025Q3: 39,368 shares 39,368 $1.8M <0.01% +4,752 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 3,143 shares; 2025Q1: 7,854 shares; 2025Q2: 16,720 shares; 2025Q3: 19,677 shares 19,677 $1.79M <0.01% +2,957 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 20,789 shares; 2025Q1: 40,035 shares; 2025Q2: 49,700 shares; 2025Q3: 55,855 shares 55,855 $1.79M <0.01% +6,155 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 28,449 shares; 2025Q1: 45,540 shares; 2025Q2: 62,867 shares; 2025Q3: 71,287 shares 71,287 $1.79M <0.01% +8,420 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 1,688 shares; 2025Q1: 3,109 shares; 2025Q2: 19,641 shares; 2025Q3: 26,875 shares 26,875 $1.78M <0.01% +7,234 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 2,438 shares; 2025Q1: 6,063 shares; 2025Q2: 9,093 shares; 2025Q3: 10,273 shares 10,273 $1.77M <0.01% +1,180 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,099 shares; 2025Q1: 2,371 shares; 2025Q2: 2,687 shares; 2025Q3: 18,419 shares 18,419 $1.77M <0.01% +15,732 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,627 shares; 2025Q1: 9,143 shares; 2025Q2: 47,904 shares; 2025Q3: 80,461 shares 80,461 $1.76M <0.01% +32,557 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 9,368 shares; 2025Q1: 22,387 shares; 2025Q2: 34,063 shares; 2025Q3: 40,209 shares 40,209 $1.76M <0.01% +6,146 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 27,244 shares; 2025Q1: 29,168 shares; 2025Q2: 34,963 shares; 2025Q3: 43,163 shares 43,163 $1.76M <0.01% +8,200 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,895 shares; 2024Q4: 53,771 shares; 2025Q1: 69,606 shares; 2025Q2: 96,092 shares; 2025Q3: 100,119 shares 100,119 $1.74M <0.01% +4,027 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 7,078 shares; 2025Q1: 8,280 shares; 2025Q2: 10,102 shares; 2025Q3: 11,193 shares 11,193 $1.72M <0.01% +1,091 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 8,462 shares; 2025Q1: 11,203 shares; 2025Q2: 13,892 shares; 2025Q3: 14,640 shares 14,640 $1.71M <0.01% +748 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,191 shares; 2025Q1: 5,343 shares; 2025Q2: 7,220 shares; 2025Q3: 24,888 shares 24,888 $1.71M <0.01% +17,668 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,808 shares; 2025Q1: 4,019 shares; 2025Q2: 4,544 shares; 2025Q3: 4,780 shares 4,780 $1.7M <0.01% +236 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 19,211 shares; 2025Q1: 21,779 shares; 2025Q2: 25,513 shares; 2025Q3: 30,358 shares 30,358 $1.7M <0.01% +4,845 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 2,128 shares; 2025Q2: 2,639 shares; 2025Q3: 6,854 shares 6,854 $1.7M <0.01% +4,215 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,308 shares; 2025Q1: 4,236 shares; 2025Q2: 6,035 shares; 2025Q3: 7,688 shares 7,688 $1.69M <0.01% +1,653 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 9,921 shares; 2025Q1: 11,971 shares; 2025Q2: 14,433 shares; 2025Q3: 16,941 shares 16,941 $1.69M <0.01% +2,508 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 3,314 shares; 2025Q1: 3,262 shares; 2025Q2: 5,282 shares; 2025Q3: 7,899 shares 7,899 $1.69M <0.01% +2,617 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 8,680 shares; 2025Q1: 12,912 shares; 2025Q2: 14,282 shares; 2025Q3: 16,752 shares 16,752 $1.68M <0.01% +2,470 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 17,428 shares; 2025Q1: 22,888 shares; 2025Q2: 27,815 shares; 2025Q3: 33,140 shares 33,140 $1.68M <0.01% +5,325 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,549 shares; 2025Q3: 16,754 shares 16,754 $1.68M <0.01% +15,205 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 10,468 shares; 2025Q1: 13,834 shares; 2025Q2: 24,414 shares; 2025Q3: 33,207 shares 33,207 $1.66M <0.01% +8,793 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 10,903 shares; 2025Q1: 16,466 shares; 2025Q2: 21,588 shares; 2025Q3: 24,007 shares 24,007 $1.66M <0.01% +2,419 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,418 shares; 2025Q1: 21,689 shares; 2025Q2: 25,173 shares; 2025Q3: 25,781 shares 25,781 $1.66M <0.01% +608 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 9,922 shares; 2025Q1: 14,468 shares; 2025Q2: 18,053 shares; 2025Q3: 20,484 shares 20,484 $1.65M <0.01% +2,431 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 10,689 shares; 2025Q1: 22,966 shares; 2025Q2: 35,893 shares; 2025Q3: 68,965 shares 68,965 $1.64M <0.01% +33,072 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 19,161 shares; 2025Q1: 23,867 shares; 2025Q2: 29,743 shares; 2025Q3: 32,354 shares 32,354 $1.64M <0.01% +2,611 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 18,336 shares; 2025Q1: 27,429 shares; 2025Q2: 38,089 shares; 2025Q3: 46,158 shares 46,158 $1.64M <0.01% +8,069 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,926 shares; 2025Q1: 12,653 shares; 2025Q2: 20,911 shares; 2025Q3: 25,105 shares 25,105 $1.64M <0.01% +4,194 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,809 shares; 2024Q4: 5,173 shares; 2025Q1: 5,253 shares; 2025Q2: 10,088 shares; 2025Q3: 10,423 shares 10,423 $1.64M <0.01% +335 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 40,609 shares; 2025Q1: 57,855 shares; 2025Q2: 53,713 shares; 2025Q3: 32,729 shares 32,729 $1.63M <0.01% -20,984 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 30,684 shares; 2025Q1: 37,640 shares; 2025Q2: 54,658 shares; 2025Q3: 66,041 shares 66,041 $1.61M <0.01% +11,383 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,674 shares; 2025Q1: 2,184 shares; 2025Q2: 2,743 shares; 2025Q3: 3,227 shares 3,227 $1.61M <0.01% +484 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 2,769 shares; 2025Q1: 13,586 shares; 2025Q2: 16,472 shares; 2025Q3: 18,556 shares 18,556 $1.61M <0.01% +2,084 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 12,299 shares; 2025Q1: 51,947 shares; 2025Q2: 55,722 shares; 2025Q3: 59,455 shares 59,455 $1.6M <0.01% +3,733 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 1,178 shares; 2025Q1: 1,751 shares; 2025Q2: 2,137 shares; 2025Q3: 2,599 shares 2,599 $1.6M <0.01% +462 Timeline INVESCO S&P 500 EX-RATE SENS INVESCO S&P 500 EX-RATE SENS More: the full row for INVESCO S&P 500 EX-RATE SENS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 18,897 shares; 2025Q1: 27,934 shares; 2025Q2: 29,043 shares; 2025Q3: 29,048 shares 29,048 $1.6M <0.01% +5 CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,114 shares 52,114 $1.6M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 20,667 shares; 2025Q1: 18,894 shares; 2025Q2: 16,541 shares; 2025Q3: 16,312 shares 16,312 $1.6M <0.01% -229 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,817 shares; 2025Q1: 3,139 shares; 2025Q2: 7,153 shares; 2025Q3: 9,464 shares 9,464 $1.59M <0.01% +2,311 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 17,414 shares; 2025Q1: 20,078 shares; 2025Q2: 21,866 shares; 2025Q3: 27,237 shares 27,237 $1.59M <0.01% +5,371 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 10,458 shares; 2025Q1: 9,835 shares; 2025Q2: 11,161 shares; 2025Q3: 12,678 shares 12,678 $1.59M <0.01% +1,517 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 6,934 shares; 2025Q1: 8,762 shares; 2025Q2: 18,568 shares; 2025Q3: 20,542 shares 20,542 $1.59M <0.01% +1,974 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 12,265 shares; 2025Q1: 17,103 shares; 2025Q2: 22,958 shares; 2025Q3: 30,112 shares 30,112 $1.59M <0.01% +7,154 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,053 shares; 2025Q1: 4,905 shares; 2025Q2: 12,412 shares; 2025Q3: 24,237 shares 24,237 $1.58M <0.01% +11,825 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,632 shares; 2025Q1: 39,272 shares; 2025Q2: 44,485 shares; 2025Q3: 57,218 shares 57,218 $1.58M <0.01% +12,733 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,540 shares 62,540 $1.58M <0.01% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 18,884 shares; 2025Q1: 19,346 shares; 2025Q2: 19,838 shares; 2025Q3: 20,040 shares 20,040 $1.58M <0.01% +202 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 4,803 shares; 2025Q1: 11,207 shares; 2025Q2: 17,653 shares; 2025Q3: 19,172 shares 19,172 $1.57M <0.01% +1,519 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 11,769 shares; 2025Q1: 15,201 shares; 2025Q2: 21,164 shares; 2025Q3: 24,770 shares 24,770 $1.57M <0.01% +3,606 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,094 shares; 2025Q1: 21,705 shares; 2025Q2: 34,803 shares; 2025Q3: 72,391 shares 72,391 $1.57M <0.01% +37,588 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,515 shares 55,515 $1.57M <0.01% new Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,437 shares; 2025Q2: 42,019 shares; 2025Q3: 59,999 shares 59,999 $1.57M <0.01% +17,980 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,185 shares; 2024Q4: 19,367 shares; 2025Q1: 21,498 shares; 2025Q2: 19,691 shares; 2025Q3: 22,647 shares 22,647 $1.56M <0.01% +2,956 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 5,915 shares; 2025Q1: 11,741 shares; 2025Q2: 17,435 shares; 2025Q3: 22,369 shares 22,369 $1.56M <0.01% +4,934 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 14,875 shares; 2025Q1: 23,401 shares; 2025Q2: 21,016 shares; 2025Q3: 21,183 shares 21,183 $1.56M <0.01% +167 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 7,027 shares; 2025Q1: 12,595 shares; 2025Q2: 19,404 shares; 2025Q3: 34,767 shares 34,767 $1.56M <0.01% +15,363 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 8,726 shares; 2025Q1: 19,313 shares; 2025Q2: 36,877 shares; 2025Q3: 46,955 shares 46,955 $1.56M <0.01% +10,078 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 5,454 shares; 2025Q1: 12,193 shares; 2025Q2: 24,679 shares; 2025Q3: 31,580 shares 31,580 $1.55M <0.01% +6,901 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 7,166 shares; 2025Q1: 6,353 shares; 2025Q2: 11,072 shares; 2025Q3: 12,465 shares 12,465 $1.54M <0.01% +1,393 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 11,161 shares; 2025Q1: 14,579 shares; 2025Q2: 17,861 shares; 2025Q3: 18,660 shares 18,660 $1.54M <0.01% +799 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 4,378 shares; 2025Q1: 5,320 shares; 2025Q2: 8,391 shares; 2025Q3: 11,506 shares 11,506 $1.53M <0.01% +3,115 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 9,576 shares; 2025Q2: 17,144 shares; 2025Q3: 41,407 shares 41,407 $1.53M <0.01% +24,263 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,730 shares; 2024Q4: 29,275 shares; 2025Q1: 32,723 shares; 2025Q2: 32,524 shares; 2025Q3: 35,639 shares 35,639 $1.52M <0.01% +3,115 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 11,353 shares; 2025Q1: 15,922 shares; 2025Q2: 21,088 shares; 2025Q3: 26,391 shares 26,391 $1.52M <0.01% +5,303 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,585 shares; 2024Q4: 28,745 shares; 2025Q1: 32,128 shares; 2025Q2: 44,156 shares; 2025Q3: 61,422 shares 61,422 $1.52M <0.01% +17,266 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 5,405 shares; 2025Q1: 7,848 shares; 2025Q2: 8,275 shares; 2025Q3: 8,648 shares 8,648 $1.52M <0.01% +373 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 1,697 shares; 2025Q1: 1,865 shares; 2025Q2: 3,145 shares; 2025Q3: 4,098 shares 4,098 $1.51M <0.01% +953 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: 9,721 shares; 2025Q2: 16,085 shares; 2025Q3: 19,276 shares 19,276 $1.51M <0.01% +3,191 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 3,259 shares; 2025Q1: 5,610 shares; 2025Q2: 10,486 shares; 2025Q3: 9,242 shares 9,242 $1.51M <0.01% -1,244 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 5,340 shares; 2025Q1: 7,389 shares; 2025Q2: 9,502 shares; 2025Q3: 13,325 shares 13,325 $1.51M <0.01% +3,823 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 3,499 shares; 2025Q1: 4,221 shares; 2025Q2: 4,438 shares; 2025Q3: 4,698 shares 4,698 $1.5M <0.01% +260 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 10,277 shares; 2025Q1: 14,863 shares; 2025Q2: 16,980 shares; 2025Q3: 22,660 shares 22,660 $1.5M <0.01% +5,680 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,011 shares; 2025Q1: 2,968 shares; 2025Q2: 3,659 shares; 2025Q3: 6,512 shares 6,512 $1.5M <0.01% +2,853 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,629 shares; 2024Q4: 14,821 shares; 2025Q1: 17,482 shares; 2025Q2: 22,479 shares; 2025Q3: 32,776 shares 32,776 $1.49M <0.01% +10,297 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 36,427 shares; 2025Q1: 55,657 shares; 2025Q2: 61,851 shares; 2025Q3: 76,331 shares 76,331 $1.49M <0.01% +14,480 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 7,850 shares; 2025Q1: 7,738 shares; 2025Q2: 8,462 shares; 2025Q3: 9,974 shares 9,974 $1.49M <0.01% +1,512 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,453 shares; 2025Q1: 5,098 shares; 2025Q2: 10,710 shares; 2025Q3: 16,384 shares 16,384 $1.48M <0.01% +5,674 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 25,277 shares; 2025Q1: 19,984 shares; 2025Q2: 19,431 shares; 2025Q3: 21,752 shares 21,752 $1.48M <0.01% +2,321 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 8,623 shares; 2025Q2: 10,761 shares; 2025Q3: 16,996 shares 16,996 $1.48M <0.01% +6,235 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 3,353 shares; 2025Q1: 4,172 shares; 2025Q2: 5,161 shares; 2025Q3: 6,221 shares 6,221 $1.47M <0.01% +1,060 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 9,880 shares; 2025Q1: 10,657 shares; 2025Q2: 14,799 shares; 2025Q3: 22,940 shares 22,940 $1.46M <0.01% +8,141 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 22,023 shares; 2025Q1: 30,723 shares; 2025Q2: 34,167 shares; 2025Q3: 35,865 shares 35,865 $1.46M <0.01% +1,698 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,444 shares; 2024Q4: 27,857 shares; 2025Q1: 26,226 shares; 2025Q2: 40,047 shares; 2025Q3: 63,655 shares 63,655 $1.46M <0.01% +23,608 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 12,690 shares; 2025Q1: 13,618 shares; 2025Q2: 15,960 shares; 2025Q3: 18,678 shares 18,678 $1.46M <0.01% +2,718 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 520 shares; 2025Q1: 583 shares; 2025Q2: 767 shares; 2025Q3: 4,255 shares 4,255 $1.46M <0.01% +3,488 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 1,731 shares; 2025Q1: 4,321 shares; 2025Q2: 5,448 shares; 2025Q3: 6,455 shares 6,455 $1.45M <0.01% +1,007 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 24,503 shares; 2025Q1: 26,317 shares; 2025Q2: 34,040 shares; 2025Q3: 29,443 shares 29,443 $1.45M <0.01% -4,597 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 5,494 shares; 2025Q1: 10,772 shares; 2025Q2: 13,634 shares; 2025Q3: 15,870 shares 15,870 $1.45M <0.01% +2,236 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 9,131 shares; 2025Q1: 9,565 shares; 2025Q2: 17,628 shares; 2025Q3: 28,147 shares 28,147 $1.44M <0.01% +10,519 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,926 shares; 2025Q1: 2,936 shares; 2025Q2: 3,622 shares; 2025Q3: 5,496 shares 5,496 $1.44M <0.01% +1,874 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 12,579 shares; 2025Q1: 17,611 shares; 2025Q2: 31,176 shares; 2025Q3: 31,193 shares 31,193 $1.44M <0.01% +17 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 14,550 shares; 2025Q1: 16,216 shares; 2025Q2: 16,607 shares; 2025Q3: 17,810 shares 17,810 $1.44M <0.01% +1,203 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 10,762 shares; 2025Q1: 15,948 shares; 2025Q2: 17,828 shares; 2025Q3: 20,707 shares 20,707 $1.44M <0.01% +2,879 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 7,286 shares; 2025Q1: 11,279 shares; 2025Q2: 19,884 shares; 2025Q3: 32,922 shares 32,922 $1.44M <0.01% +13,038 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: 37,574 shares; 2025Q1: 41,492 shares; 2025Q2: 49,396 shares; 2025Q3: 50,562 shares 50,562 $1.44M <0.01% +1,166 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,443 shares; 2025Q1: 4,707 shares; 2025Q2: 6,125 shares; 2025Q3: 23,494 shares 23,494 $1.43M <0.01% +17,369 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,068 shares; 2024Q4: 24,993 shares; 2025Q1: 26,388 shares; 2025Q2: 31,683 shares; 2025Q3: 42,523 shares 42,523 $1.43M <0.01% +10,840 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,943 shares; 2024Q4: 11,070 shares; 2025Q1: 28,539 shares; 2025Q2: 46,425 shares; 2025Q3: 68,276 shares 68,276 $1.43M <0.01% +21,851 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 1,855 shares; 2025Q1: 6,032 shares; 2025Q2: 9,459 shares; 2025Q3: 17,453 shares 17,453 $1.42M <0.01% +7,994 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 2,227 shares; 2025Q1: 2,775 shares; 2025Q2: 2,952 shares; 2025Q3: 4,143 shares 4,143 $1.42M <0.01% +1,191 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 7,833 shares; 2025Q1: 8,432 shares; 2025Q2: 10,010 shares; 2025Q3: 10,846 shares 10,846 $1.42M <0.01% +836 Timeline