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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 107,643 shares; 2025Q1: 11,842 shares; 2025Q2: 83,648 shares; 2025Q3: 82,036 shares 82,036 $49.3M 15.02% -1,612 Timeline IWF 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: 73,410 shares; 2024Q3: not reported; 2024Q4: 67,082 shares; 2025Q1: 10,553 shares; 2025Q2: 103,037 shares; 2025Q3: 101,835 shares 101,835 $47.7M 14.54% -1,202 Timeline QUAL 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: 150,873 shares; 2024Q3: 2,461 shares; 2024Q4: 207,154 shares; 2025Q1: 28,992 shares; 2025Q2: 245,094 shares; 2025Q3: 244,648 shares 244,648 $47.6M 14.51% -446 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421,536 shares; 2025Q2: 644,035 shares; 2025Q3: 637,931 shares 637,931 $46.4M 14.15% -6,104 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973,689 shares; 2025Q3: 967,757 shares 967,757 $42.8M 13.04% -5,932 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653,045 shares; 2025Q2: 335,106 shares; 2025Q3: 328,737 shares 328,737 $26.2M 8% -6,369 Timeline EWG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,207,717 shares; 2025Q2: 615,372 shares; 2025Q3: 611,383 shares 611,383 $25.4M 7.76% -3,989 Timeline IVV 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: 78,061 shares; 2024Q3: 71,438 shares; 2024Q4: 72,162 shares; 2025Q1: 75,358 shares; 2025Q2: 30,855 shares; 2025Q3: 30,461 shares 30,461 $20.4M 6.22% -394 Timeline IWR 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: not reported; 2024Q3: 393,365 shares; 2024Q4: 395,480 shares; 2025Q1: 36,525 shares; 2025Q2: 31,980 shares; 2025Q3: 31,619 shares 31,619 $3.05M 0.93% -361 Timeline MTUM 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: not reported; 2024Q3: not reported; 2024Q4: 175,177 shares; 2025Q1: 10,577 shares; 2025Q2: 10,707 shares; 2025Q3: 10,775 shares 10,775 $2.76M 0.84% +68 Timeline IWM 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: not reported; 2024Q3: 176,045 shares; 2024Q4: 179,408 shares; 2025Q1: 10,747 shares; 2025Q2: 10,776 shares; 2025Q3: 10,806 shares 10,806 $2.61M 0.8% +30 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,054 shares; 2024Q3: 22,054 shares; 2024Q4: 18,478 shares; 2025Q1: 18,478 shares; 2025Q2: 18,851 shares; 2025Q3: 18,851 shares 18,851 $1.88M 0.57% 0 Timeline EFG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,498 shares; 2025Q2: 11,611 shares; 2025Q3: 10,091 shares 10,091 $1.15M 0.35% -1,520 Timeline IEMG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478,464 shares; 2025Q2: 18,363 shares; 2025Q3: 15,014 shares 15,014 $990K 0.3% -3,349 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: 14,197 shares; 2024Q3: 14,197 shares; 2024Q4: 14,197 shares; 2025Q1: 14,197 shares; 2025Q2: 13,997 shares; 2025Q3: 13,997 shares 13,997 $794K 0.24% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,627 shares; 2024Q3: 11,776 shares; 2024Q4: 11,976 shares; 2025Q1: 12,072 shares; 2025Q2: 12,218 shares; 2025Q3: 12,360 shares 12,360 $618K 0.19% +142 Timeline USFR 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: 11,470 shares; 2024Q3: 11,622 shares; 2024Q4: 11,758 shares; 2025Q1: 11,880 shares; 2025Q2: 12,009 shares; 2025Q3: 12,137 shares 12,137 $610K 0.19% +128 Timeline TLT 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: 416,882 shares; 2024Q3: 5,696 shares; 2024Q4: 5,750 shares; 2025Q1: 6,040 shares; 2025Q2: 6,197 shares; 2025Q3: 6,309 shares 6,309 $564K 0.17% +112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 378,874 shares; 2024Q3: 6,582 shares; 2024Q4: 6,610 shares; 2025Q1: 6,618 shares; 2025Q2: 6,651 shares; 2025Q3: 6,686 shares 6,686 $491K 0.15% +35 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,578 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,761 shares 5,761 $474K 0.14% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,708 shares; 2024Q3: 8,825 shares; 2024Q4: 8,933 shares; 2025Q1: 9,037 shares; 2025Q2: 9,140 shares; 2025Q3: 9,242 shares 9,242 $469K 0.14% +102 Timeline ESGU 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: 3,324 shares; 2024Q3: 3,346 shares; 2024Q4: 3,350 shares; 2025Q1: 3,473 shares; 2025Q2: 3,190 shares; 2025Q3: 3,067 shares 3,067 $447K 0.14% -123 Timeline IVW 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,753 shares; 2025Q2: 3,390 shares; 2025Q3: 3,634 shares 3,634 $439K 0.13% +244 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,084 shares; 2024Q3: 7,160 shares; 2024Q4: 7,261 shares; 2025Q1: 7,279 shares; 2025Q2: 7,355 shares; 2025Q3: 7,429 shares 7,429 $437K 0.13% +74 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: 1,285 shares; 2025Q2: 1,559 shares; 2025Q3: 1,726 shares 1,726 $427K 0.13% +167 Timeline LQD 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: 3,749 shares; 2024Q3: 3,789 shares; 2024Q4: 3,843 shares; 2025Q1: 3,872 shares; 2025Q2: 3,757 shares; 2025Q3: 3,793 shares 3,793 $423K 0.13% +36 Timeline AGG 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: 246,426 shares; 2024Q3: 4,043 shares; 2024Q4: 4,094 shares; 2025Q1: 4,120 shares; 2025Q2: 4,161 shares; 2025Q3: 4,202 shares 4,202 $421K 0.13% +41 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 6,187 shares; 2025Q3: 6,886 shares 6,886 $408K 0.12% +699 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,278 shares; 2024Q3: 7,383 shares; 2024Q4: 7,480 shares; 2025Q1: 7,576 shares; 2025Q2: 7,667 shares; 2025Q3: 7,759 shares 7,759 $387K 0.12% +92 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,412 shares; 2024Q3: 4,178 shares; 2024Q4: 4,174 shares; 2025Q1: 4,156 shares; 2025Q2: 4,133 shares; 2025Q3: 4,132 shares 4,132 $379K 0.12% -1 Timeline EFV 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,684 shares; 2025Q2: 4,936 shares; 2025Q3: 5,432 shares 5,432 $368K 0.11% +496 Timeline IDEV 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: 4,456 shares; 2024Q3: 4,456 shares; 2024Q4: 4,525 shares; 2025Q1: 4,344 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares 4,420 $354K 0.11% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 290 shares; 2025Q3: 288 shares 288 $345K 0.11% -2 Timeline IVE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,223 shares; 2025Q3: 1,191 shares 1,191 $246K 0.08% -32 Timeline SUSC 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: 13,055 shares; 2024Q3: 12,579 shares; 2024Q4: 12,500 shares; 2025Q1: 11,591 shares; 2025Q2: 10,788 shares; 2025Q3: 9,859 shares 9,859 $232K 0.07% -929 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,074 shares; 2024Q3: 2,103 shares; 2024Q4: 2,130 shares; 2025Q1: 2,156 shares; 2025Q2: 2,181 shares; 2025Q3: 2,206 shares 2,206 $222K 0.07% +25 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares 3,532 $203K 0.06% new Timeline