SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 38,418 shares; 2025Q1: 37,356 shares; 2025Q2: 36,654 shares; 2025Q3: 37,143 shares; 2025Q4: 36,598 shares; 2026Q1: 35,988 shares 35,988 $13.8M 4.93% -610 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,897 shares; 2024Q4: 43,207 shares; 2025Q1: 40,823 shares; 2025Q2: 41,185 shares; 2025Q3: 41,058 shares; 2025Q4: 47,545 shares; 2026Q1: 46,299 shares 46,299 $11.8M 4.2% -1,246 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,631 shares; 2024Q4: 49,377 shares; 2025Q1: 50,659 shares; 2025Q2: 51,786 shares; 2025Q3: 51,765 shares; 2025Q4: 54,755 shares; 2026Q1: 55,591 shares 55,591 $9.7M 3.47% +836 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,486 shares; 2024Q4: 337,242 shares; 2025Q1: 345,692 shares; 2025Q2: 327,350 shares; 2025Q3: 325,418 shares; 2025Q4: 328,243 shares; 2026Q1: 339,416 shares 339,416 $8.52M 3.05% +11,173 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,812 shares; 2024Q4: 75,447 shares; 2025Q1: 78,089 shares; 2025Q2: 81,304 shares; 2025Q3: 80,719 shares; 2025Q4: 78,961 shares; 2026Q1: 78,021 shares 78,021 $8.27M 2.96% -940 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,547 shares; 2025Q1: 9,078 shares; 2025Q2: 10,685 shares; 2025Q3: 10,822 shares; 2025Q4: 11,444 shares; 2026Q1: 11,777 shares 11,777 $7.68M 2.74% +333 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,886 shares; 2024Q4: 34,006 shares; 2025Q1: 33,800 shares; 2025Q2: 34,692 shares; 2025Q3: 34,846 shares; 2025Q4: 35,424 shares; 2026Q1: 36,232 shares 36,232 $7.55M 2.7% +808 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 5,443 shares; 2025Q1: 12,108 shares; 2025Q2: 23,302 shares; 2025Q3: 66,669 shares; 2025Q4: 120,897 shares; 2026Q1: 135,898 shares 135,898 $7.06M 2.52% +15,001 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,816 shares; 2024Q4: 235,924 shares; 2025Q1: 238,750 shares; 2025Q2: 239,349 shares; 2025Q3: 236,869 shares; 2025Q4: 229,943 shares; 2026Q1: 226,289 shares 226,289 $6.59M 2.36% -3,654 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; 2024Q2: restricted; 2024Q3: 175,652 shares; 2024Q4: 168,619 shares; 2025Q1: 162,072 shares; 2025Q2: 158,772 shares; 2025Q3: 154,792 shares; 2025Q4: 147,777 shares; 2026Q1: 145,513 shares 145,513 $6.59M 2.35% -2,264 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,189 shares; 2024Q4: 39,443 shares; 2025Q1: 40,516 shares; 2025Q2: 42,838 shares; 2025Q3: 43,591 shares; 2025Q4: 50,174 shares; 2026Q1: 58,156 shares 58,156 $5.77M 2.06% +7,982 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,089 shares; 2024Q4: 24,418 shares; 2025Q1: 24,119 shares; 2025Q2: 23,703 shares; 2025Q3: 23,188 shares; 2025Q4: 44,104 shares; 2026Q1: 43,023 shares 43,023 $5.72M 2.04% -1,081 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 10,002 shares; 2025Q1: 10,136 shares; 2025Q2: 9,722 shares; 2025Q3: 9,483 shares; 2025Q4: 9,554 shares; 2026Q1: 9,804 shares 9,804 $5.66M 2.02% +250 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,730 shares; 2024Q4: 158,976 shares; 2025Q1: 167,167 shares; 2025Q2: 167,272 shares; 2025Q3: 165,622 shares; 2025Q4: 174,673 shares; 2026Q1: 183,908 shares 183,908 $5.64M 2.02% +9,235 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,143 shares; 2024Q4: 81,395 shares; 2025Q1: 81,520 shares; 2025Q2: 80,446 shares; 2025Q3: 80,226 shares; 2025Q4: 79,653 shares; 2026Q1: 78,825 shares 78,825 $5.63M 2.01% -828 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,365 shares; 2024Q4: 20,400 shares; 2025Q1: 21,293 shares; 2025Q2: 22,806 shares; 2025Q3: 23,962 shares; 2025Q4: 26,401 shares; 2026Q1: 29,147 shares 29,147 $5.59M 2% +2,746 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,464 shares; 2024Q4: 37,724 shares; 2025Q1: 37,394 shares; 2025Q2: 34,167 shares; 2025Q3: 34,012 shares; 2025Q4: 70,286 shares; 2026Q1: 78,683 shares 78,683 $4.82M 1.72% +8,397 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,474 shares; 2024Q4: 33,111 shares; 2025Q1: 32,724 shares; 2025Q2: 31,847 shares; 2025Q3: 31,601 shares; 2025Q4: 31,504 shares; 2026Q1: 31,425 shares 31,425 $4.76M 1.7% -79 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,741 shares; 2024Q4: 33,017 shares; 2025Q1: 33,642 shares; 2025Q2: 34,004 shares; 2025Q3: 34,181 shares; 2025Q4: 39,922 shares; 2026Q1: 42,774 shares 42,774 $4.66M 1.67% +2,852 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,543 shares; 2024Q4: 77,731 shares; 2025Q1: 80,663 shares; 2025Q2: 81,366 shares; 2025Q3: 81,294 shares; 2025Q4: 76,797 shares; 2026Q1: 77,424 shares 77,424 $4.39M 1.57% +627 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,237 shares; 2024Q4: 64,483 shares; 2025Q1: 72,142 shares; 2025Q2: 69,044 shares; 2025Q3: 76,049 shares; 2025Q4: 81,785 shares; 2026Q1: 82,015 shares 82,015 $4.05M 1.45% +230 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; 2024Q2: restricted; 2024Q3: 48,379 shares; 2024Q4: 47,987 shares; 2025Q1: 47,447 shares; 2025Q2: 47,328 shares; 2025Q3: 47,043 shares; 2025Q4: 46,378 shares; 2026Q1: 45,477 shares 45,477 $3.41M 1.22% -901 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,495 shares; 2024Q4: 123,295 shares; 2025Q1: 121,945 shares; 2025Q2: 117,495 shares; 2025Q3: 116,745 shares; 2025Q4: 115,580 shares; 2026Q1: 112,720 shares 112,720 $3.4M 1.22% -2,860 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,652 shares; 2024Q4: 39,166 shares; 2025Q1: 37,502 shares; 2025Q2: 38,052 shares; 2025Q3: 34,305 shares; 2025Q4: 39,806 shares; 2026Q1: 39,366 shares 39,366 $3.04M 1.09% -440 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 21,082 shares; 2025Q1: 20,936 shares; 2025Q2: 18,981 shares; 2025Q3: 18,296 shares; 2025Q4: 19,936 shares; 2026Q1: 20,535 shares 20,535 $3.01M 1.08% +599 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,069 shares; 2024Q4: 28,837 shares; 2025Q1: 29,170 shares; 2025Q2: 27,645 shares; 2025Q3: 26,873 shares; 2025Q4: 26,619 shares; 2026Q1: 26,145 shares 26,145 $2.86M 1.02% -474 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,066 shares; 2025Q3: 1,455 shares; 2025Q4: 3,457 shares; 2026Q1: 4,659 shares 4,659 $2.78M 1% +1,202 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 11,794 shares; 2025Q1: 11,866 shares; 2025Q2: 12,717 shares; 2025Q3: 17,982 shares; 2025Q4: 50,978 shares; 2026Q1: 60,018 shares 60,018 $2.75M 0.98% +9,040 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,460 shares; 2024Q4: 52,510 shares; 2025Q1: 51,241 shares; 2025Q2: 48,309 shares; 2025Q3: 48,066 shares; 2025Q4: 48,013 shares; 2026Q1: 47,588 shares 47,588 $2.74M 0.98% -425 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 12,308 shares; 2025Q1: 12,147 shares; 2025Q2: 12,147 shares; 2025Q3: 12,217 shares; 2025Q4: 12,319 shares; 2026Q1: 12,275 shares 12,275 $2.64M 0.94% -44 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,737 shares; 2025Q1: 4,607 shares; 2025Q2: 4,595 shares; 2025Q3: 4,565 shares; 2025Q4: 4,623 shares; 2026Q1: 4,582 shares 4,582 $2.62M 0.94% -41 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,150 shares; 2024Q4: 110,636 shares; 2025Q1: 106,985 shares; 2025Q2: 107,112 shares; 2025Q3: 106,698 shares; 2025Q4: 102,095 shares; 2026Q1: 100,569 shares 100,569 $2.58M 0.92% -1,526 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,979 shares; 2024Q4: 11,922 shares; 2025Q1: 11,400 shares; 2025Q2: 9,885 shares; 2025Q3: 10,103 shares; 2025Q4: 9,801 shares; 2026Q1: 9,782 shares 9,782 $2.56M 0.92% -19 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 18,247 shares; 2025Q1: 17,656 shares; 2025Q2: 17,146 shares; 2025Q3: 19,709 shares; 2025Q4: 42,965 shares; 2026Q1: 51,143 shares 51,143 $2.56M 0.91% +8,178 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 10,605 shares; 2025Q1: 10,734 shares; 2025Q2: 10,743 shares; 2025Q3: 10,593 shares; 2025Q4: 10,029 shares; 2026Q1: 9,622 shares 9,622 $2.48M 0.89% -407 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,283 shares; 2024Q4: 95,570 shares; 2025Q1: 93,964 shares; 2025Q2: 87,844 shares; 2025Q3: 88,566 shares; 2025Q4: 85,566 shares; 2026Q1: 83,758 shares 83,758 $2.44M 0.87% -1,808 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,963 shares; 2024Q4: 39,807 shares; 2025Q1: 39,674 shares; 2025Q2: 38,803 shares; 2025Q3: 38,706 shares; 2025Q4: 37,851 shares; 2026Q1: 37,238 shares 37,238 $2.42M 0.87% -613 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; 2024Q2: restricted; 2024Q3: 14,685 shares; 2024Q4: 28,161 shares; 2025Q1: 28,088 shares; 2025Q2: 28,466 shares; 2025Q3: 28,541 shares; 2025Q4: 26,252 shares; 2026Q1: 25,763 shares 25,763 $2.34M 0.84% -489 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 12,775 shares; 2025Q1: 12,763 shares; 2025Q2: 12,623 shares; 2025Q3: 14,189 shares; 2025Q4: 13,903 shares; 2026Q1: 14,095 shares 14,095 $2.28M 0.81% +192 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,155 shares; 2024Q4: 126,727 shares; 2025Q1: 124,077 shares; 2025Q2: 128,504 shares; 2025Q3: 123,234 shares; 2025Q4: 122,327 shares; 2026Q1: 126,741 shares 126,741 $2.17M 0.78% +4,414 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,721 shares; 2024Q4: 77,709 shares; 2025Q1: 77,079 shares; 2025Q2: 74,987 shares; 2025Q3: 74,426 shares; 2025Q4: 69,497 shares; 2026Q1: 68,648 shares 68,648 $2.13M 0.76% -849 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 6,879 shares; 2025Q1: 6,361 shares; 2025Q2: 6,394 shares; 2025Q3: 6,519 shares; 2025Q4: 6,986 shares; 2026Q1: 7,162 shares 7,162 $2.06M 0.74% +176 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,145 shares; 2024Q4: 18,177 shares; 2025Q1: 19,596 shares; 2025Q2: 19,476 shares; 2025Q3: 18,871 shares; 2025Q4: 18,121 shares; 2026Q1: 18,640 shares 18,640 $2.06M 0.74% +519 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,795 shares; 2024Q4: 34,401 shares; 2025Q1: 37,122 shares; 2025Q2: 35,974 shares; 2025Q3: 36,166 shares; 2025Q4: 34,102 shares; 2026Q1: 35,762 shares 35,762 $1.99M 0.71% +1,660 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 5,695 shares; 2025Q1: 5,474 shares; 2025Q2: 5,883 shares; 2025Q3: 5,867 shares; 2025Q4: 5,528 shares; 2026Q1: 5,693 shares 5,693 $1.87M 0.67% +165 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,982 shares; 2024Q4: 20,842 shares; 2025Q1: 20,641 shares; 2025Q2: 25,146 shares; 2025Q3: 25,115 shares; 2025Q4: 22,935 shares; 2026Q1: 20,188 shares 20,188 $1.75M 0.63% -2,747 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 6,285 shares; 2025Q1: 6,285 shares; 2025Q2: 54,977 shares; 2025Q3: 53,727 shares; 2025Q4: 48,887 shares; 2026Q1: 48,532 shares 48,532 $1.72M 0.61% -355 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,415 shares; 2025Q1: 50,360 shares; 2025Q2: 50,140 shares; 2025Q3: 46,360 shares; 2025Q4: 41,855 shares; 2026Q1: 44,755 shares 44,755 $1.63M 0.58% +2,900 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,187 shares; 2026Q1: 16,946 shares 16,946 $1.59M 0.57% +14,759 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; 2024Q2: restricted; 2024Q3: 104,997 shares; 2024Q4: 101,814 shares; 2025Q1: 102,938 shares; 2025Q2: 101,408 shares; 2025Q3: 95,705 shares; 2025Q4: 88,009 shares; 2026Q1: 85,884 shares 85,884 $1.51M 0.54% -2,125 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,430 shares; 2024Q4: 53,405 shares; 2025Q1: 53,405 shares; 2025Q2: 53,405 shares; 2025Q3: 51,730 shares; 2025Q4: 50,980 shares; 2026Q1: 50,675 shares 50,675 $1.49M 0.53% -305 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 5,073 shares; 2025Q1: 5,263 shares; 2025Q2: 5,847 shares; 2025Q3: 6,545 shares; 2025Q4: 6,653 shares; 2026Q1: 6,704 shares 6,704 $1.47M 0.52% +51 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,353 shares; 2024Q4: 59,813 shares; 2025Q1: 58,740 shares; 2025Q2: 59,065 shares; 2025Q3: 54,843 shares; 2025Q4: 50,481 shares; 2026Q1: 46,752 shares 46,752 $1.42M 0.51% -3,729 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,250 shares; 2026Q1: 27,421 shares 27,421 $1.37M 0.49% +16,171 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 15,669 shares; 2025Q1: 17,050 shares; 2025Q2: 17,678 shares; 2025Q3: 17,885 shares; 2025Q4: 19,021 shares; 2026Q1: 19,055 shares 19,055 $1.37M 0.49% +34 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,789 shares; 2025Q1: 15,668 shares; 2025Q2: 26,726 shares; 2025Q3: 26,674 shares; 2025Q4: 26,085 shares; 2026Q1: 26,288 shares 26,288 $1.35M 0.48% +203 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,677 shares; 2024Q4: 66,370 shares; 2025Q1: 88,262 shares; 2025Q2: 85,916 shares; 2025Q3: 81,660 shares; 2025Q4: 73,997 shares; 2026Q1: 66,660 shares 66,660 $1.29M 0.46% -7,337 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,359 shares; 2024Q4: 24,363 shares; 2025Q1: 24,363 shares; 2025Q2: 24,048 shares; 2025Q3: 23,998 shares; 2025Q4: 23,823 shares; 2026Q1: 23,199 shares 23,199 $1.24M 0.44% -624 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 14,308 shares; 2025Q1: 14,233 shares; 2025Q2: 13,930 shares; 2025Q3: 13,822 shares; 2025Q4: 14,225 shares; 2026Q1: 14,028 shares 14,028 $1.12M 0.4% -197 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,447 shares; 2024Q4: 104,300 shares; 2025Q1: 104,840 shares; 2025Q2: 111,051 shares; 2025Q3: 111,712 shares; 2025Q4: 105,417 shares; 2026Q1: 99,034 shares 99,034 $1.09M 0.39% -6,383 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,692 shares; 2025Q3: 9,386 shares; 2025Q4: 10,528 shares; 2026Q1: 10,873 shares 10,873 $1.09M 0.39% +345 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,609 shares; 2025Q1: 2,315 shares; 2025Q2: 2,771 shares; 2025Q3: 2,902 shares; 2025Q4: 2,904 shares; 2026Q1: 2,779 shares 2,779 $1.03M 0.37% -125 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,454 shares; 2024Q4: 27,747 shares; 2025Q1: 41,491 shares; 2025Q2: 44,739 shares; 2025Q3: 45,646 shares; 2025Q4: 41,848 shares; 2026Q1: 41,738 shares 41,738 $1.02M 0.36% -110 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: 15,800 shares; 2025Q1: 22,922 shares; 2025Q2: 22,884 shares; 2025Q3: 22,809 shares; 2025Q4: 21,529 shares; 2026Q1: 19,914 shares 19,914 $1.01M 0.36% -1,615 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,275 shares; 2024Q4: 26,370 shares; 2025Q1: 23,158 shares; 2025Q2: 22,348 shares; 2025Q3: 20,740 shares; 2025Q4: 20,526 shares; 2026Q1: 18,630 shares 18,630 $983K 0.35% -1,896 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 4,647 shares; 2025Q1: 4,425 shares; 2025Q2: 4,635 shares; 2025Q3: 4,058 shares; 2025Q4: 4,002 shares; 2026Q1: 3,982 shares 3,982 $965K 0.35% -20 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,566 shares; 2024Q4: 30,094 shares; 2025Q1: 27,556 shares; 2025Q2: 25,219 shares; 2025Q3: 23,072 shares; 2025Q4: 20,487 shares; 2026Q1: 19,099 shares 19,099 $959K 0.34% -1,388 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,872 shares; 2025Q1: 3,928 shares; 2025Q2: 4,009 shares; 2025Q3: 4,110 shares; 2025Q4: 3,770 shares; 2026Q1: 3,684 shares 3,684 $940K 0.34% -86 Timeline BCTK BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,315 shares; 2026Q1: 40,295 shares 40,295 $940K 0.34% +1,980 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,446 shares; 2025Q1: 3,023 shares; 2025Q2: 3,134 shares; 2025Q3: 3,315 shares; 2025Q4: 3,190 shares; 2026Q1: 3,191 shares 3,191 $915K 0.33% +1 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,257 shares; 2025Q1: 1,557 shares; 2025Q2: 1,689 shares; 2025Q3: 1,729 shares; 2025Q4: 1,694 shares; 2026Q1: 2,086 shares 2,086 $898K 0.32% +392 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 2,199 shares; 2025Q2: 2,126 shares; 2025Q3: 2,104 shares; 2025Q4: 3,431 shares; 2026Q1: 5,282 shares 5,282 $896K 0.32% +1,851 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; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 8,745 shares; 2025Q1: 8,756 shares; 2025Q2: 7,741 shares; 2025Q3: 7,752 shares; 2025Q4: 7,764 shares; 2026Q1: 7,775 shares 7,775 $880K 0.31% +11 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; 2024Q2: restricted; 2024Q3: 21,709 shares; 2024Q4: 22,968 shares; 2025Q1: 22,968 shares; 2025Q2: 22,523 shares; 2025Q3: 23,247 shares; 2025Q4: 20,256 shares; 2026Q1: 19,001 shares 19,001 $850K 0.3% -1,255 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,491 shares; 2025Q3: 19,021 shares; 2025Q4: 24,701 shares; 2026Q1: 31,990 shares 31,990 $832K 0.3% +7,289 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 12,830 shares; 2025Q4: 12,645 shares; 2026Q1: 24,670 shares 24,670 $826K 0.3% +12,025 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,942 shares; 2024Q4: 18,300 shares; 2025Q1: 19,474 shares; 2025Q2: 18,508 shares; 2025Q3: 18,363 shares; 2025Q4: 15,609 shares; 2026Q1: 12,664 shares 12,664 $825K 0.29% -2,945 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,920 shares; 2024Q4: 22,005 shares; 2025Q1: 21,591 shares; 2025Q2: 20,846 shares; 2025Q3: 20,391 shares; 2025Q4: 19,718 shares; 2026Q1: 19,026 shares 19,026 $824K 0.29% -692 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,910 shares; 2025Q2: 18,171 shares; 2025Q3: 26,633 shares; 2025Q4: 29,497 shares; 2026Q1: 32,240 shares 32,240 $785K 0.28% +2,743 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,548 shares; 2025Q1: 7,333 shares; 2025Q2: 15,822 shares; 2025Q3: 15,822 shares; 2025Q4: 16,212 shares; 2026Q1: 16,212 shares 16,212 $756K 0.27% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,873 shares; 2025Q1: 21,500 shares; 2025Q2: 23,486 shares; 2025Q3: 26,014 shares; 2025Q4: 25,975 shares; 2026Q1: 25,112 shares 25,112 $753K 0.27% -863 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,071 shares; 2024Q4: 44,448 shares; 2025Q1: 40,405 shares; 2025Q2: 38,658 shares; 2025Q3: 38,259 shares; 2025Q4: 30,155 shares; 2026Q1: 28,082 shares 28,082 $747K 0.27% -2,073 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,261 shares; 2025Q2: 4,320 shares; 2025Q3: 5,090 shares; 2025Q4: 6,460 shares; 2026Q1: 6,677 shares 6,677 $740K 0.26% +217 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,211 shares; 2025Q3: 7,936 shares; 2025Q4: 8,516 shares; 2026Q1: 8,661 shares 8,661 $735K 0.26% +145 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,220 shares; 2024Q4: 17,013 shares; 2025Q1: 17,717 shares; 2025Q2: 20,825 shares; 2025Q3: 22,574 shares; 2025Q4: 28,867 shares; 2026Q1: 27,437 shares 27,437 $689K 0.25% -1,430 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,795 shares; 2025Q3: 19,095 shares; 2025Q4: 18,095 shares; 2026Q1: 17,695 shares 17,695 $687K 0.25% -400 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,083 shares; 2025Q1: 8,983 shares; 2025Q2: 8,438 shares; 2025Q3: 8,158 shares; 2025Q4: 6,913 shares; 2026Q1: 6,628 shares 6,628 $686K 0.25% -285 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,105 shares; 2024Q4: 20,439 shares; 2025Q1: 19,187 shares; 2025Q2: 18,355 shares; 2025Q3: 17,312 shares; 2025Q4: 16,315 shares; 2026Q1: 16,275 shares 16,275 $637K 0.23% -40 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,223 shares; 2026Q1: 5,640 shares 5,640 $621K 0.22% +2,417 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,790 shares; 2024Q4: 21,790 shares; 2025Q1: 21,790 shares; 2025Q2: 21,790 shares; 2025Q3: 23,730 shares; 2025Q4: 19,612 shares; 2026Q1: 19,612 shares 19,612 $620K 0.22% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,606 shares; 2025Q4: 1,767 shares; 2026Q1: 1,964 shares 1,964 $608K 0.22% +197 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 16,728 shares; 2025Q1: 16,883 shares; 2025Q2: 15,481 shares; 2025Q3: 15,066 shares; 2025Q4: 12,070 shares; 2026Q1: 10,974 shares 10,974 $585K 0.21% -1,096 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 782 shares; 2025Q3: 867 shares; 2025Q4: 5,224 shares; 2026Q1: 6,016 shares 6,016 $578K 0.21% +792 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,105 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 7,005 shares; 2025Q4: 7,172 shares; 2026Q1: 7,122 shares 7,122 $578K 0.21% -50 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: 10,410 shares; 2025Q1: 11,117 shares; 2025Q2: 11,380 shares; 2025Q3: 11,500 shares; 2025Q4: 11,283 shares; 2026Q1: 12,679 shares 12,679 $569K 0.2% +1,396 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares; 2026Q1: 11,301 shares 11,301 $559K 0.2% +3,233 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,893 shares; 2025Q1: 1,718 shares; 2025Q2: 1,323 shares; 2025Q3: 1,064 shares; 2025Q4: 1,321 shares; 2026Q1: 1,503 shares 1,503 $559K 0.2% +182 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,754 shares; 2024Q4: 34,881 shares; 2025Q1: 35,860 shares; 2025Q2: 33,955 shares; 2025Q3: 34,203 shares; 2025Q4: 26,819 shares; 2026Q1: 20,325 shares 20,325 $555K 0.2% -6,494 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,431 shares; 2025Q4: 4,359 shares; 2026Q1: 6,210 shares 6,210 $547K 0.2% +1,851 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 4,459 shares; 2025Q1: 3,857 shares; 2025Q2: 3,117 shares; 2025Q3: 2,577 shares; 2025Q4: 2,377 shares; 2026Q1: 2,006 shares 2,006 $546K 0.2% -371 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,079 shares; 2025Q1: 1,151 shares; 2025Q2: 1,201 shares; 2025Q3: 1,181 shares; 2025Q4: 1,172 shares; 2026Q1: 1,139 shares 1,139 $546K 0.2% -33 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,477 shares; 2025Q1: 3,478 shares; 2025Q2: 3,201 shares; 2025Q3: 2,994 shares; 2025Q4: 2,956 shares; 2026Q1: 2,944 shares 2,944 $542K 0.19% -12 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: 3,385 shares; 2025Q3: 3,387 shares; 2025Q4: 4,196 shares; 2026Q1: 4,198 shares 4,198 $522K 0.19% +2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 7,051 shares; 2025Q1: 7,192 shares; 2025Q2: 7,852 shares; 2025Q3: 8,857 shares; 2025Q4: 12,281 shares; 2026Q1: 13,395 shares 13,395 $515K 0.18% +1,114 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,563 shares; 2025Q3: 17,688 shares; 2025Q4: 16,343 shares; 2026Q1: 15,898 shares 15,898 $511K 0.18% -445 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 7,906 shares; 2025Q1: 7,656 shares; 2025Q2: 7,506 shares; 2025Q3: 7,168 shares; 2025Q4: 6,968 shares; 2026Q1: 6,768 shares 6,768 $495K 0.18% -200 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,850 shares; 2026Q1: 20,551 shares 20,551 $479K 0.17% +3,701 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,845 shares; 2025Q1: 24,094 shares; 2025Q2: 33,066 shares; 2025Q3: 34,579 shares; 2025Q4: 37,274 shares; 2026Q1: 33,277 shares 33,277 $470K 0.17% -3,997 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,281 shares 9,281 $468K 0.17% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,885 shares; 2024Q4: 61,295 shares; 2025Q1: 61,718 shares; 2025Q2: 62,420 shares; 2025Q3: 55,844 shares; 2025Q4: 52,790 shares; 2026Q1: 53,178 shares 53,178 $467K 0.17% +388 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 2,750 shares 2,750 $464K 0.17% -57 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,442 shares; 2025Q4: 1,464 shares; 2026Q1: 1,509 shares 1,509 $444K 0.16% +45 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,718 shares; 2025Q2: 1,595 shares; 2025Q3: 1,580 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $442K 0.16% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,048 shares; 2025Q2: 5,048 shares; 2025Q3: 6,265 shares; 2025Q4: 6,194 shares; 2026Q1: 6,194 shares 6,194 $439K 0.16% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,514 shares; 2025Q1: 3,550 shares; 2025Q2: 4,060 shares; 2025Q3: 4,220 shares; 2025Q4: 3,194 shares; 2026Q1: 3,336 shares 3,336 $427K 0.15% +142 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,009 shares; 2025Q1: 18,009 shares; 2025Q2: 18,009 shares; 2025Q3: 13,009 shares; 2025Q4: 12,719 shares; 2026Q1: 12,719 shares 12,719 $423K 0.15% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,588 shares; 2024Q4: 7,021 shares; 2025Q1: 6,064 shares; 2025Q2: 5,566 shares; 2025Q3: 5,820 shares; 2025Q4: 5,125 shares; 2026Q1: 4,206 shares 4,206 $405K 0.14% -919 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 10,814 shares; 2025Q1: 10,534 shares; 2025Q2: 14,907 shares; 2025Q3: 14,907 shares; 2025Q4: 14,747 shares; 2026Q1: 15,654 shares 15,654 $387K 0.14% +907 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $385K 0.14% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,437 shares; 2025Q4: 9,307 shares; 2026Q1: 9,427 shares 9,427 $384K 0.14% +120 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 18,017 shares; 2025Q1: 16,148 shares; 2025Q2: 15,950 shares; 2025Q3: 15,950 shares; 2025Q4: 14,831 shares; 2026Q1: 12,500 shares 12,500 $381K 0.14% -2,331 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,111 shares; 2026Q1: 6,759 shares 6,759 $381K 0.14% -1,352 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,821 shares; 2025Q1: 4,109 shares; 2025Q2: 3,832 shares; 2025Q3: 3,558 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares 3,292 $375K 0.13% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,453 shares; 2025Q3: 2,388 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares 3,365 $367K 0.13% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 726 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927 $362K 0.13% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,918 shares; 2025Q1: 5,003 shares; 2025Q2: 4,629 shares; 2025Q3: 4,532 shares; 2025Q4: 4,205 shares; 2026Q1: 4,230 shares 4,230 $349K 0.12% +25 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,411 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares; 2026Q1: 10,355 shares 10,355 $345K 0.12% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,048 shares; 2025Q2: 16,808 shares; 2025Q3: 16,808 shares; 2025Q4: 16,808 shares; 2026Q1: 16,808 shares 16,808 $343K 0.12% 0 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 5,771 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 5,771 shares; 2026Q1: 5,771 shares 5,771 $326K 0.12% 0 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 12,277 shares; 2025Q1: 13,319 shares; 2025Q2: 12,819 shares; 2025Q3: 12,391 shares; 2025Q4: 11,826 shares; 2026Q1: 14,858 shares 14,858 $324K 0.12% +3,032 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,506 shares; 2025Q1: 1,313 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $300K 0.11% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,252 shares 3,252 $298K 0.11% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 432 shares; 2025Q1: 451 shares; 2025Q2: 478 shares; 2025Q3: 354 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $298K 0.11% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares 1,865 $298K 0.11% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 7,500 shares; 2025Q1: 9,426 shares; 2025Q2: 7,896 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares; 2026Q1: 7,116 shares 7,116 $291K 0.1% -720 Timeline 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; 2024Q2: restricted; 2024Q3: 20,405 shares; 2024Q4: 18,400 shares; 2025Q1: 15,907 shares; 2025Q2: 14,840 shares; 2025Q3: 13,705 shares; 2025Q4: 11,436 shares; 2026Q1: 10,596 shares 10,596 $286K 0.1% -840 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,989 shares; 2026Q1: 12,489 shares 12,489 $283K 0.1% +500 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 799 shares; 2025Q1: 800 shares; 2025Q2: 725 shares; 2025Q3: 755 shares; 2025Q4: 835 shares; 2026Q1: 876 shares 876 $281K 0.1% +41 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,754 shares; 2025Q3: 3,004 shares; 2025Q4: 4,079 shares; 2026Q1: 3,140 shares 3,140 $279K 0.1% -939 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 2,841 shares; 2025Q1: 2,804 shares; 2025Q2: 3,301 shares; 2025Q3: 3,656 shares; 2025Q4: 3,359 shares; 2026Q1: 3,359 shares 3,359 $275K 0.1% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,460 shares; 2025Q1: 8,460 shares; 2025Q2: 9,285 shares; 2025Q3: 8,305 shares; 2025Q4: 8,434 shares; 2026Q1: 8,144 shares 8,144 $272K 0.1% -290 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 10,617 shares; 2025Q1: 9,224 shares; 2025Q2: 8,734 shares; 2025Q3: 8,734 shares; 2025Q4: 8,734 shares; 2026Q1: 8,164 shares 8,164 $269K 0.1% -570 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares 5,385 $267K 0.1% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares 2,171 $262K 0.09% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008 $253K 0.09% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,214 shares 5,214 $253K 0.09% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares 742 $251K 0.09% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $247K 0.09% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,955 shares; 2025Q4: 6,955 shares; 2026Q1: 6,955 shares 6,955 $246K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares 2,165 $246K 0.09% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 18,810 shares; 2025Q1: 20,060 shares; 2025Q2: 20,276 shares; 2025Q3: 20,276 shares; 2025Q4: 18,916 shares; 2026Q1: 17,846 shares 17,846 $246K 0.09% -1,070 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,135 shares; 2024Q4: 22,041 shares; 2025Q1: 20,328 shares; 2025Q2: 10,284 shares; 2025Q3: 8,642 shares; 2025Q4: 8,730 shares; 2026Q1: 8,601 shares 8,601 $242K 0.09% -129 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,421 shares 7,421 $239K 0.09% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: not reported; 2025Q1: 3,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870 $239K 0.09% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,729 shares; 2025Q3: 4,848 shares; 2025Q4: 5,017 shares; 2026Q1: 5,017 shares 5,017 $234K 0.08% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares 1,794 $227K 0.08% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares 1,804 $214K 0.08% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,155 shares 4,155 $211K 0.08% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,153 shares; 2025Q4: 2,093 shares; 2026Q1: 3,013 shares 3,013 $209K 0.07% +920 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 18,875 shares; 2025Q1: 17,580 shares; 2025Q2: 15,610 shares; 2025Q3: 15,510 shares; 2025Q4: 10,935 shares; 2026Q1: 10,935 shares 10,935 $207K 0.07% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 2,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,985 shares; 2025Q4: 2,983 shares; 2026Q1: 2,733 shares 2,733 $206K 0.07% -250 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,099 shares 5,099 $205K 0.07% -70 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 6,320 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares 6,095 $204K 0.07% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,871 shares; 2025Q4: not reported; 2026Q1: 3,871 shares 3,871 $203K 0.07% new Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 7,977 shares; 2025Q1: 6,552 shares; 2025Q2: 9,306 shares; 2025Q3: 9,041 shares; 2025Q4: not reported; 2026Q1: 5,954 shares 5,954 $201K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 750 shares 750 $200K 0.07% -274 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,185 shares; 2024Q4: 102,185 shares; 2025Q1: 102,185 shares; 2025Q2: 96,335 shares; 2025Q3: 96,335 shares; 2025Q4: 96,335 shares; 2026Q1: 96,335 shares 96,335 $183K 0.07% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,189 shares; 2024Q4: 33,666 shares; 2025Q1: 31,682 shares; 2025Q2: 30,832 shares; 2025Q3: 29,832 shares; 2025Q4: 27,986 shares; 2026Q1: 27,986 shares 27,986 $172K 0.06% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,370 shares; 2025Q4: 11,170 shares; 2026Q1: 10,870 shares 10,870 $56.2K 0.02% -300 Timeline